GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 391,635 shares; 2025Q1: 388,682 shares; 2025Q2: 389,307 shares; 2025Q3: 389,753 shares; 2025Q4: 377,567 shares; 2026Q1: 368,246 shares 368,246 $106M 6.11% -9,321 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,209 shares; 2025Q1: 263,474 shares; 2025Q2: 262,077 shares; 2025Q3: 260,414 shares; 2025Q4: 260,516 shares; 2026Q1: 259,332 shares 259,332 $96M 5.55% -1,184 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,129 shares; 2025Q1: 149,532 shares; 2025Q2: 182,485 shares; 2025Q3: 176,834 shares; 2025Q4: 176,153 shares; 2026Q1: 177,590 shares 177,590 $85.1M 4.92% +1,437 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341,417 shares; 2025Q1: 336,908 shares; 2025Q2: 335,157 shares; 2025Q3: 337,715 shares; 2025Q4: 344,535 shares; 2026Q1: 341,919 shares 341,919 $74.9M 4.33% -2,616 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153,517 shares; 2025Q1: 147,634 shares; 2025Q2: 147,112 shares; 2025Q3: 147,454 shares; 2025Q4: 148,708 shares; 2026Q1: 148,549 shares 148,549 $74.2M 4.29% -159 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,273 shares; 2025Q1: 293,141 shares; 2025Q2: 293,860 shares; 2025Q3: 294,408 shares; 2025Q4: 289,522 shares; 2026Q1: 289,605 shares 289,605 $60.5M 3.5% +83 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,664 shares; 2025Q1: 104,079 shares; 2025Q2: 109,915 shares; 2025Q3: 111,439 shares; 2025Q4: 113,998 shares; 2026Q1: 114,768 shares 114,768 $56.4M 3.26% +770 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 487,398 shares; 2025Q1: 472,882 shares; 2025Q2: 466,163 shares; 2025Q3: 460,324 shares; 2025Q4: 448,174 shares; 2026Q1: 365,123 shares 365,123 $54.9M 3.18% -83,051 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,140 shares; 2025Q1: 253,451 shares; 2025Q2: 258,599 shares; 2025Q3: 262,452 shares; 2025Q4: 264,553 shares; 2026Q1: 262,496 shares 262,496 $54.3M 3.14% -2,057 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,885 shares; 2025Q1: 243,778 shares; 2025Q2: 248,008 shares; 2025Q3: 249,669 shares; 2025Q4: 252,914 shares; 2026Q1: 252,870 shares 252,870 $52.6M 3.04% -44 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,147 shares; 2025Q1: 91,243 shares; 2025Q2: 91,077 shares; 2025Q3: 91,346 shares; 2025Q4: 92,816 shares; 2026Q1: 91,077 shares 91,077 $45.2M 2.61% -1,739 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,162 shares; 2025Q1: 172,871 shares; 2025Q2: 173,879 shares; 2025Q3: 174,479 shares; 2025Q4: 178,142 shares; 2026Q1: 175,193 shares 175,193 $41.4M 2.4% -2,949 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,023 shares; 2025Q1: 4,923 shares; 2025Q2: 86,880 shares; 2025Q3: 87,201 shares; 2025Q4: 119,140 shares; 2026Q1: 118,882 shares 118,882 $40.2M 2.32% -258 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,085 shares; 2025Q1: 73,269 shares; 2025Q2: 73,132 shares; 2025Q3: 73,425 shares; 2025Q4: 72,646 shares; 2026Q1: 71,605 shares 71,605 $39.3M 2.27% -1,041 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,198 shares; 2025Q1: 114,392 shares; 2025Q2: 115,508 shares; 2025Q3: 116,026 shares; 2025Q4: 115,402 shares; 2026Q1: 113,665 shares 113,665 $38.8M 2.25% -1,737 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,984 shares; 2025Q1: 28,126 shares; 2025Q2: 27,826 shares; 2025Q3: 27,965 shares; 2025Q4: 27,810 shares; 2026Q1: 27,350 shares 27,350 $36.1M 2.09% -460 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,002 shares; 2025Q1: 142,376 shares; 2025Q2: 143,353 shares; 2025Q3: 142,378 shares; 2025Q4: 144,540 shares; 2026Q1: 165,038 shares 165,038 $34.4M 1.99% +20,498 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,258 shares; 2025Q1: 105,420 shares; 2025Q2: 105,496 shares; 2025Q3: 105,604 shares; 2025Q4: 106,270 shares; 2026Q1: 106,107 shares 106,107 $33M 1.91% -163 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,577 shares; 2025Q1: 112,374 shares; 2025Q2: 114,541 shares; 2025Q3: 114,288 shares; 2025Q4: 112,487 shares; 2026Q1: 111,291 shares 111,291 $30.5M 1.76% -1,196 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,815 shares; 2025Q1: 185,382 shares; 2025Q2: 180,027 shares; 2025Q3: 176,733 shares; 2025Q4: 168,031 shares; 2026Q1: 166,187 shares 166,187 $26.1M 1.51% -1,844 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,896 shares; 2025Q1: 108,060 shares; 2025Q2: 107,114 shares; 2025Q3: 105,920 shares; 2025Q4: 104,353 shares; 2026Q1: 103,368 shares 103,368 $25.3M 1.46% -985 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,265 shares; 2025Q1: 93,131 shares; 2025Q2: 92,873 shares; 2025Q3: 90,466 shares; 2025Q4: 91,395 shares; 2026Q1: 91,121 shares 91,121 $23.1M 1.34% -274 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,738 shares; 2025Q1: 127,947 shares; 2025Q2: 128,322 shares; 2025Q3: 129,514 shares; 2025Q4: 129,519 shares; 2026Q1: 131,920 shares 131,920 $23M 1.33% +2,401 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,126 shares; 2025Q1: 141,980 shares; 2025Q2: 142,063 shares; 2025Q3: 144,637 shares; 2025Q4: 145,807 shares; 2026Q1: 116,814 shares 116,814 $22.7M 1.31% -28,993 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 80,240 shares; 2025Q2: 80,412 shares; 2025Q3: 80,535 shares; 2025Q4: 81,936 shares; 2026Q1: 82,091 shares 82,091 $19.1M 1.11% +155 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,592 shares; 2025Q1: 3,638 shares; 2025Q2: 3,620 shares; 2025Q3: 18,214 shares; 2025Q4: 187,629 shares; 2026Q1: 192,343 shares 192,343 $18.5M 1.07% +4,714 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,928 shares; 2025Q1: 60,838 shares; 2025Q2: 60,683 shares; 2025Q3: 60,443 shares; 2025Q4: 59,693 shares; 2026Q1: 58,038 shares 58,038 $18.2M 1.05% -1,655 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 91,847 shares; 2025Q3: 92,670 shares; 2025Q4: 94,502 shares; 2026Q1: 95,518 shares 95,518 $18.1M 1.05% +1,016 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,702 shares; 2025Q1: 109,381 shares; 2025Q2: 108,239 shares; 2025Q3: 103,653 shares; 2025Q4: 102,848 shares; 2026Q1: 101,871 shares 101,871 $17.3M 1% -977 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,933 shares; 2025Q1: 25,749 shares; 2025Q2: 26,871 shares; 2025Q3: 26,899 shares; 2025Q4: 28,191 shares; 2026Q1: 28,998 shares 28,998 $16.6M 0.96% +807 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,431 shares; 2025Q1: 110,953 shares; 2025Q2: 109,730 shares; 2025Q3: 108,656 shares; 2025Q4: 104,140 shares; 2026Q1: 102,053 shares 102,053 $15.8M 0.92% -2,087 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50,902 shares; 2025Q2: 51,902 shares; 2025Q3: 52,577 shares; 2025Q4: 53,211 shares; 2026Q1: 54,344 shares 54,344 $14.8M 0.86% +1,133 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,447 shares; 2025Q1: 8,295 shares; 2025Q2: 8,278 shares; 2025Q3: 8,245 shares; 2025Q4: 117,946 shares; 2026Q1: 118,360 shares 118,360 $14.7M 0.85% +414 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,295 shares; 2025Q1: 94,580 shares; 2025Q2: 93,564 shares; 2025Q3: 91,916 shares; 2025Q4: 89,908 shares; 2026Q1: 89,267 shares 89,267 $12.9M 0.75% -641 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,936 shares; 2025Q1: 2,870 shares; 2025Q2: 2,828 shares; 2025Q3: 3,854 shares; 2025Q4: 3,854 shares; 2026Q1: 75,618 shares 75,618 $12.1M 0.7% +71,764 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,815 shares; 2025Q1: 47,770 shares; 2025Q2: 47,729 shares; 2025Q3: 47,722 shares; 2025Q4: 47,200 shares; 2026Q1: 46,148 shares 46,148 $11.2M 0.65% -1,052 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,178 shares; 2025Q1: 15,919 shares; 2025Q2: 15,919 shares; 2025Q3: 15,919 shares; 2025Q4: 15,809 shares; 2026Q1: 15,629 shares 15,629 $11.1M 0.64% -180 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,693 shares; 2025Q1: 139,560 shares; 2025Q2: 138,759 shares; 2025Q3: 135,679 shares; 2025Q4: 134,599 shares; 2026Q1: 133,522 shares 133,522 $10.2M 0.59% -1,077 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,707 shares; 2025Q1: 80,521 shares; 2025Q2: 80,509 shares; 2025Q3: 80,181 shares; 2025Q4: 79,151 shares; 2026Q1: 77,396 shares 77,396 $10.1M 0.59% -1,755 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,417 shares; 2025Q1: 54,287 shares; 2025Q2: 54,212 shares; 2025Q3: 51,539 shares; 2025Q4: 50,544 shares; 2026Q1: 48,406 shares 48,406 $9.84M 0.57% -2,138 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,947 shares; 2025Q1: 29,223 shares; 2025Q2: 29,982 shares; 2025Q3: 30,811 shares; 2025Q4: 32,475 shares; 2026Q1: 32,486 shares 32,486 $9.56M 0.55% +11 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,028 shares; 2025Q1: 28,923 shares; 2025Q2: 28,226 shares; 2025Q3: 28,756 shares; 2025Q4: 30,099 shares; 2026Q1: 29,963 shares 29,963 $8.62M 0.5% -136 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,361 shares; 2025Q1: 64,271 shares; 2025Q2: 63,811 shares; 2025Q3: 61,696 shares; 2025Q4: 66,835 shares; 2026Q1: 66,549 shares 66,549 $8.01M 0.46% -286 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,080 shares; 2025Q1: 20,865 shares; 2025Q2: 21,528 shares; 2025Q3: 21,507 shares; 2025Q4: 21,510 shares; 2026Q1: 21,517 shares 21,517 $7.08M 0.41% +7 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,469 shares; 2025Q1: 10,145 shares; 2025Q2: 10,447 shares; 2025Q3: 10,485 shares; 2025Q4: 9,991 shares; 2026Q1: 9,630 shares 9,630 $6.26M 0.36% -361 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,377 shares; 2025Q1: 28,888 shares; 2025Q2: 29,405 shares; 2025Q3: 28,224 shares; 2025Q4: 28,225 shares; 2026Q1: 28,181 shares 28,181 $6.13M 0.35% -44 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,559 shares; 2025Q1: 41,335 shares; 2025Q2: 32,488 shares; 2025Q3: 27,862 shares; 2025Q4: 24,890 shares; 2026Q1: 21,625 shares 21,625 $6.09M 0.35% -3,265 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,244 shares; 2025Q1: 10,317 shares; 2025Q2: 10,451 shares; 2025Q3: 10,170 shares; 2025Q4: 9,438 shares; 2026Q1: 9,251 shares 9,251 $6.04M 0.35% -187 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,092 shares; 2026Q1: 77,552 shares 77,552 $5.87M 0.34% +66,460 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 2,961 shares; 2025Q3: 73,311 shares; 2025Q4: 73,311 shares; 2026Q1: 73,311 shares 73,311 $5.81M 0.34% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,495 shares; 2025Q1: 26,563 shares; 2025Q2: 23,207 shares; 2025Q3: 21,323 shares; 2025Q4: 21,064 shares; 2026Q1: 17,844 shares 17,844 $5.72M 0.33% -3,220 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,157 shares; 2025Q1: 29,482 shares; 2025Q2: 29,482 shares; 2025Q3: 29,175 shares; 2025Q4: 27,515 shares; 2026Q1: 26,208 shares 26,208 $5.56M 0.32% -1,307 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,520 shares; 2025Q1: 51,777 shares; 2025Q2: 51,686 shares; 2025Q3: 51,683 shares; 2025Q4: 50,683 shares; 2026Q1: 50,462 shares 50,462 $5.39M 0.31% -221 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,343 shares; 2026Q1: 88,836 shares 88,836 $5.06M 0.29% -1,507 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.29% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,727 shares; 2025Q1: 31,947 shares; 2025Q2: 32,072 shares; 2025Q3: 28,490 shares; 2025Q4: 28,586 shares; 2026Q1: 28,314 shares 28,314 $4.68M 0.27% -272 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,395 shares; 2025Q1: 16,058 shares; 2025Q2: 15,958 shares; 2025Q3: 15,958 shares; 2025Q4: 15,983 shares; 2026Q1: 15,883 shares 15,883 $4.51M 0.26% -100 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,225 shares; 2025Q1: 4,175 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 5,015 shares; 2026Q1: 4,995 shares 4,995 $4.47M 0.26% -20 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,074 shares; 2025Q1: 9,661 shares; 2025Q2: 8,985 shares; 2025Q3: 9,004 shares; 2025Q4: 14,182 shares; 2026Q1: 14,298 shares 14,298 $4.43M 0.26% +116 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,763 shares; 2025Q1: 13,221 shares; 2025Q2: 13,249 shares; 2025Q3: 12,677 shares; 2025Q4: 12,712 shares; 2026Q1: 12,712 shares 12,712 $4.39M 0.25% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,095 shares; 2025Q1: 12,095 shares; 2025Q2: 12,095 shares; 2025Q3: 12,095 shares; 2025Q4: 12,095 shares; 2026Q1: 12,128 shares 12,128 $4.32M 0.25% +33 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,568 shares; 2025Q1: 25,603 shares; 2025Q2: 26,615 shares; 2025Q3: 26,615 shares; 2025Q4: 25,465 shares; 2026Q1: 25,962 shares 25,962 $3.84M 0.22% +497 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,700 shares; 2025Q1: 49,930 shares; 2025Q2: 49,037 shares; 2025Q3: 48,097 shares; 2025Q4: 46,097 shares; 2026Q1: 44,469 shares 44,469 $3.79M 0.22% -1,628 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,582 shares; 2025Q1: 109,164 shares; 2025Q2: 109,340 shares; 2025Q3: 113,580 shares; 2025Q4: 113,639 shares; 2026Q1: 118,543 shares 118,543 $3.64M 0.21% +4,904 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,740 shares; 2025Q1: 15,254 shares; 2025Q2: 14,680 shares; 2025Q3: 14,730 shares; 2025Q4: 18,832 shares; 2026Q1: 18,832 shares 18,832 $3.63M 0.21% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,126 shares 71,126 $3.6M 0.21% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,055 shares; 2025Q1: 7,405 shares; 2025Q2: 7,905 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares; 2026Q1: 8,127 shares 8,127 $3.55M 0.21% +222 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 4,997 shares; 2025Q3: 5,209 shares; 2025Q4: 6,083 shares; 2026Q1: 6,083 shares 6,083 $3.43M 0.2% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,217 shares; 2025Q1: 132,650 shares; 2025Q2: 130,535 shares; 2025Q3: 129,886 shares; 2025Q4: 128,011 shares; 2026Q1: 120,517 shares 120,517 $3.38M 0.2% -7,494 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,597 shares; 2025Q1: 15,065 shares; 2025Q2: 15,065 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 14,555 shares 14,555 $3.34M 0.19% -445 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,065 shares; 2025Q1: 3,878 shares; 2025Q2: 3,865 shares; 2025Q3: 3,746 shares; 2025Q4: 3,746 shares; 2026Q1: 3,746 shares 3,746 $3.27M 0.19% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,660 shares; 2025Q1: 14,259 shares; 2025Q2: 14,319 shares; 2025Q3: 14,319 shares; 2025Q4: 12,824 shares; 2026Q1: 12,819 shares 12,819 $3.11M 0.18% -5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,715 shares; 2025Q3: 8,623 shares; 2025Q4: 8,623 shares; 2026Q1: 8,623 shares 8,623 $3.09M 0.18% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,551 shares; 2025Q1: 121,880 shares; 2025Q2: 122,880 shares; 2025Q3: 118,552 shares; 2025Q4: 109,642 shares; 2026Q1: 107,642 shares 107,642 $3.09M 0.18% -2,000 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,881 shares; 2025Q1: 43,806 shares; 2025Q2: 40,377 shares; 2025Q3: 33,277 shares; 2025Q4: 32,061 shares; 2026Q1: 30,701 shares 30,701 $3.02M 0.17% -1,360 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,077 shares; 2025Q3: 2,095 shares; 2025Q4: 14,762 shares; 2026Q1: 13,790 shares 13,790 $2.95M 0.17% -972 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,924 shares; 2025Q1: 4,663 shares; 2025Q2: 4,663 shares; 2025Q3: 4,663 shares; 2025Q4: 4,663 shares; 2026Q1: 4,676 shares 4,676 $2.83M 0.16% +13 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,694 shares; 2025Q1: 22,494 shares; 2025Q2: 22,465 shares; 2025Q3: 22,449 shares; 2025Q4: 27,451 shares; 2026Q1: 27,453 shares 27,453 $2.82M 0.16% +2 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,692 shares; 2025Q1: 47,643 shares; 2025Q2: 48,052 shares; 2025Q3: 46,257 shares; 2025Q4: 46,062 shares; 2026Q1: 46,066 shares 46,066 $2.79M 0.16% +4 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,475 shares; 2025Q1: 12,475 shares; 2025Q2: 12,400 shares; 2025Q3: 11,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,155 shares 10,155 $2.69M 0.16% -245 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,474 shares; 2025Q1: 14,974 shares; 2025Q2: 14,974 shares; 2025Q3: 21,129 shares; 2025Q4: 21,129 shares; 2026Q1: 21,158 shares 21,158 $2.51M 0.15% +29 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,700 shares; 2025Q1: 10,720 shares; 2025Q2: 10,819 shares; 2025Q3: 11,064 shares; 2025Q4: 11,012 shares; 2026Q1: 11,018 shares 11,018 $2.49M 0.14% +6 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,262 shares; 2025Q1: 23,496 shares; 2025Q2: 33,688 shares; 2025Q3: 28,990 shares; 2025Q4: 22,278 shares; 2026Q1: 24,849 shares 24,849 $2.49M 0.14% +2,571 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,882 shares; 2025Q1: 2,879 shares; 2025Q2: 2,687 shares; 2025Q3: 2,359 shares; 2025Q4: 2,352 shares; 2026Q1: 2,377 shares 2,377 $2.37M 0.14% +25 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,921 shares; 2025Q1: 2,985 shares; 2025Q2: 2,994 shares; 2025Q3: 2,497 shares; 2025Q4: 2,467 shares; 2026Q1: 2,525 shares 2,525 $2.32M 0.13% +58 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,922 shares; 2025Q1: 176,788 shares; 2025Q2: 6,683 shares; 2025Q3: 6,691 shares; 2025Q4: 6,666 shares; 2026Q1: 6,441 shares 6,441 $2.18M 0.13% -225 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,611 shares; 2025Q1: 4,964 shares; 2025Q2: 5,333 shares; 2025Q3: 2,840 shares; 2025Q4: 2,541 shares; 2026Q1: 3,633 shares 3,633 $2.17M 0.13% +1,092 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,190 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares; 2026Q1: 5,183 shares 5,183 $2.16M 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,423 shares; 2025Q1: 42,722 shares; 2025Q2: 41,501 shares; 2025Q3: 41,291 shares; 2025Q4: 40,646 shares; 2026Q1: 40,064 shares 40,064 $2.01M 0.12% -582 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,248 shares; 2025Q1: 18,480 shares; 2025Q2: 10,896 shares; 2025Q3: 11,556 shares; 2025Q4: 11,792 shares; 2026Q1: 10,171 shares 10,171 $1.95M 0.11% -1,621 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,090 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 6,690 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $1.93M 0.11% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,491 shares; 2025Q1: 6,491 shares; 2025Q2: 7,291 shares; 2025Q3: 7,295 shares; 2025Q4: 6,495 shares; 2026Q1: 5,749 shares 5,749 $1.87M 0.11% -746 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,757 shares; 2025Q1: 3,587 shares; 2025Q2: 3,557 shares; 2025Q3: 3,639 shares; 2025Q4: 2,997 shares; 2026Q1: 3,238 shares 3,238 $1.87M 0.11% +241 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,193 shares; 2025Q1: 20,193 shares; 2025Q2: 20,143 shares; 2025Q3: 18,593 shares; 2025Q4: 18,593 shares; 2026Q1: 18,398 shares 18,398 $1.83M 0.11% -195 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,906 shares; 2025Q1: 5,073 shares; 2025Q2: 5,107 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares; 2026Q1: 4,912 shares 4,912 $1.83M 0.11% +5 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,789 shares; 2025Q1: 9,789 shares; 2025Q2: 9,709 shares; 2025Q3: 9,509 shares; 2025Q4: 9,509 shares; 2026Q1: 9,509 shares 9,509 $1.8M 0.1% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,548 shares; 2025Q1: 6,488 shares; 2025Q2: 11,489 shares; 2025Q3: 12,990 shares; 2025Q4: 12,990 shares; 2026Q1: 10,491 shares 10,491 $1.72M 0.1% -2,499 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,311 shares; 2025Q1: 3,276 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,184 shares 3,184 $1.71M 0.1% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,554 shares; 2025Q1: 10,454 shares; 2025Q2: 10,767 shares; 2025Q3: 10,767 shares; 2025Q4: 10,767 shares; 2026Q1: 10,767 shares 10,767 $1.64M 0.1% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,490 shares; 2025Q1: 5,756 shares; 2025Q2: 5,620 shares; 2025Q3: 5,395 shares; 2025Q4: 5,409 shares; 2026Q1: 5,414 shares 5,414 $1.64M 0.09% +5 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,210 shares; 2025Q1: 90,655 shares; 2025Q2: 89,305 shares; 2025Q3: 89,305 shares; 2025Q4: 89,305 shares; 2026Q1: 89,305 shares 89,305 $1.62M 0.09% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 8,754 shares; 2025Q2: 8,820 shares; 2025Q3: 8,836 shares; 2025Q4: 8,871 shares; 2026Q1: 8,902 shares 8,902 $1.62M 0.09% +31 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,823 shares; 2025Q1: 3,809 shares; 2025Q2: 3,796 shares; 2025Q3: 3,785 shares; 2025Q4: 3,776 shares; 2026Q1: 3,774 shares 3,774 $1.61M 0.09% -2 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,404 shares; 2025Q1: 12,405 shares; 2025Q2: 12,482 shares; 2025Q3: 12,487 shares; 2025Q4: 12,132 shares; 2026Q1: 12,117 shares 12,117 $1.6M 0.09% -15 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,270 shares; 2025Q1: 16,920 shares; 2025Q2: 17,405 shares; 2025Q3: 17,405 shares; 2025Q4: 17,405 shares; 2026Q1: 17,415 shares 17,415 $1.6M 0.09% +10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,445 shares; 2025Q1: 8,995 shares; 2025Q2: 7,874 shares; 2025Q3: 7,925 shares; 2025Q4: 9,925 shares; 2026Q1: 7,970 shares 7,970 $1.59M 0.09% -1,955 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,764 shares; 2025Q1: 12,764 shares; 2025Q2: 12,814 shares; 2025Q3: 12,014 shares; 2025Q4: 12,011 shares; 2026Q1: 11,817 shares 11,817 $1.56M 0.09% -194 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 13,500 shares 13,500 $1.55M 0.09% +9,000 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares 5,165 $1.51M 0.09% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,461 shares; 2025Q1: 4,158 shares; 2025Q2: 4,158 shares; 2025Q3: 4,158 shares; 2025Q4: 4,183 shares; 2026Q1: 4,183 shares 4,183 $1.44M 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,705 shares; 2025Q1: 5,717 shares; 2025Q2: 5,717 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares; 2026Q1: 5,717 shares 5,717 $1.42M 0.08% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,662 shares; 2025Q1: 4,558 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 6,067 shares; 2026Q1: 6,116 shares 6,116 $1.41M 0.08% +49 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,597 shares; 2026Q1: 4,797 shares 4,797 $1.35M 0.08% -800 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 6,573 shares; 2026Q1: 6,573 shares 6,573 $1.34M 0.08% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,667 shares; 2025Q1: 11,592 shares; 2025Q2: 11,517 shares; 2025Q3: 11,417 shares; 2025Q4: 11,015 shares; 2026Q1: 11,015 shares 11,015 $1.34M 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,755 shares; 2025Q1: 3,720 shares; 2025Q2: 3,745 shares; 2025Q3: 3,751 shares; 2025Q4: 3,756 shares; 2026Q1: 3,761 shares 3,761 $1.32M 0.08% +5 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,315 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares; 2026Q1: 3,315 shares 3,315 $1.29M 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,020 shares; 2025Q1: 39,600 shares; 2025Q2: 41,335 shares; 2025Q3: 39,140 shares; 2025Q4: 39,064 shares; 2026Q1: 39,069 shares 39,069 $1.13M 0.07% +5 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,824 shares; 2025Q2: 3,824 shares; 2025Q3: 3,824 shares; 2025Q4: 3,817 shares; 2026Q1: 3,797 shares 3,797 $1.09M 0.06% -20 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 7,188 shares; 2025Q3: 7,188 shares; 2025Q4: 7,188 shares; 2026Q1: 7,188 shares 7,188 $1.08M 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,473 shares; 2025Q1: 8,423 shares; 2025Q2: 8,683 shares; 2025Q3: 7,683 shares; 2025Q4: 7,634 shares; 2026Q1: 7,379 shares 7,379 $1.07M 0.06% -255 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,000 shares; 2025Q1: 9,500 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $1.06M 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,581 shares; 2025Q2: 3,063 shares; 2025Q3: 3,239 shares; 2025Q4: 3,256 shares; 2026Q1: 3,693 shares 3,693 $1.06M 0.06% +437 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,161 shares; 2025Q1: 3,128 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 3,540 shares; 2026Q1: 2,963 shares 2,963 $1.06M 0.06% -577 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,501 shares; 2025Q3: 3,611 shares; 2025Q4: 3,619 shares; 2026Q1: 3,617 shares 3,617 $1.05M 0.06% -2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,979 shares; 2025Q3: 3,936 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906 $1.02M 0.06% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $999K 0.06% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,545 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,390 shares; 2025Q4: 5,915 shares; 2026Q1: 5,915 shares 5,915 $998K 0.06% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares 4,256 $922K 0.05% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,391 shares; 2025Q2: 3,871 shares; 2025Q3: 3,199 shares; 2025Q4: 3,200 shares; 2026Q1: 3,440 shares 3,440 $901K 0.05% +240 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares 693 $874K 0.05% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,385 shares; 2025Q1: 17,385 shares; 2025Q2: 17,385 shares; 2025Q3: 14,385 shares; 2025Q4: 14,385 shares; 2026Q1: 13,815 shares 13,815 $852K 0.05% -570 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,545 shares; 2025Q1: 24,545 shares; 2025Q2: 26,631 shares; 2025Q3: 20,545 shares; 2025Q4: 19,168 shares; 2026Q1: 19,168 shares 19,168 $846K 0.05% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,024 shares; 2025Q1: 6,024 shares; 2025Q2: 6,024 shares; 2025Q3: 6,024 shares; 2025Q4: 5,764 shares; 2026Q1: 5,764 shares 5,764 $841K 0.05% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $792K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,705 shares; 2025Q1: 15,193 shares; 2025Q2: 15,083 shares; 2025Q3: 14,926 shares; 2025Q4: 15,603 shares; 2026Q1: 8,103 shares 8,103 $782K 0.05% -7,500 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,582 shares; 2025Q1: 5,582 shares; 2025Q2: 5,582 shares; 2025Q3: 4,882 shares; 2025Q4: 4,882 shares; 2026Q1: 4,882 shares 4,882 $780K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,465 shares; 2025Q1: 6,065 shares; 2025Q2: 7,415 shares; 2025Q3: 5,090 shares; 2025Q4: 5,105 shares; 2026Q1: 5,265 shares 5,265 $770K 0.04% +160 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,736 shares; 2025Q1: 14,736 shares; 2025Q2: 14,380 shares; 2025Q3: 14,180 shares; 2025Q4: 13,248 shares; 2026Q1: 13,248 shares 13,248 $764K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,236 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,406 shares; 2026Q1: 1,756 shares 1,756 $756K 0.04% +350 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,592 shares; 2026Q1: 5,592 shares 5,592 $732K 0.04% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,153 shares; 2025Q1: 175,754 shares; 2025Q2: 3,429 shares; 2025Q3: 3,158 shares; 2025Q4: 3,158 shares; 2026Q1: 3,158 shares 3,158 $729K 0.04% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,431 shares 2,431 $724K 0.04% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,215 shares; 2025Q1: 6,125 shares; 2025Q2: 6,105 shares; 2025Q3: 6,855 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares 6,855 $721K 0.04% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,440 shares; 2026Q1: 6,440 shares 6,440 $718K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,297 shares; 2025Q1: 6,324 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares; 2025Q4: 6,324 shares; 2026Q1: 6,324 shares 6,324 $715K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,911 shares 2,911 $711K 0.04% +405 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares; 2026Q1: 17,100 shares 17,100 $702K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,820 shares; 2025Q1: 9,865 shares; 2025Q2: 10,113 shares; 2025Q3: 9,865 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares 10,050 $679K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,679 shares; 2025Q1: 8,679 shares; 2025Q2: 8,679 shares; 2025Q3: 8,679 shares; 2025Q4: 8,679 shares; 2026Q1: 8,679 shares 8,679 $673K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,299 shares; 2025Q1: 15,720 shares; 2025Q2: 15,691 shares; 2025Q3: 15,692 shares; 2025Q4: 13,706 shares; 2026Q1: 13,763 shares 13,763 $671K 0.04% +57 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $648K 0.04% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 1,634 shares 1,634 $648K 0.04% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares; 2026Q1: 3,740 shares 3,740 $647K 0.04% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,740 shares; 2025Q1: 6,740 shares; 2025Q2: 6,740 shares; 2025Q3: 6,740 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $647K 0.04% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares; 2026Q1: 5,120 shares 5,120 $645K 0.04% -300 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $621K 0.04% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,053 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares 1,973 $616K 0.04% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,709 shares; 2025Q1: 4,109 shares; 2025Q2: 4,109 shares; 2025Q3: 4,893 shares; 2025Q4: 4,893 shares; 2026Q1: 4,893 shares 4,893 $611K 0.04% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,228 shares; 2025Q1: 9,228 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares; 2025Q4: 9,228 shares; 2026Q1: 9,228 shares 9,228 $610K 0.04% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,348 shares; 2025Q1: 13,320 shares; 2025Q2: 13,320 shares; 2025Q3: 13,320 shares; 2025Q4: 8,610 shares; 2026Q1: 8,610 shares 8,610 $582K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 1,747 shares; 2026Q1: 1,749 shares 1,749 $575K 0.03% +2 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,818 shares; 2025Q1: 4,029 shares; 2025Q2: 4,209 shares; 2025Q3: 4,330 shares; 2025Q4: 4,260 shares; 2026Q1: 4,587 shares 4,587 $570K 0.03% +327 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,685 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 17,450 shares; 2025Q4: 15,149 shares; 2026Q1: 15,089 shares 15,089 $562K 0.03% -60 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,807 shares; 2025Q4: 3,879 shares; 2026Q1: 4,054 shares 4,054 $539K 0.03% +175 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,835 shares; 2025Q1: 5,835 shares; 2025Q2: 7,476 shares; 2025Q3: 5,891 shares; 2025Q4: 5,518 shares; 2026Q1: 5,793 shares 5,793 $538K 0.03% +275 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $537K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: 1,061 shares; 2025Q3: 1,141 shares; 2025Q4: 1,140 shares; 2026Q1: 2,490 shares 2,490 $536K 0.03% +1,350 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,260 shares; 2025Q1: 29,260 shares; 2025Q2: 29,260 shares; 2025Q3: 28,560 shares; 2025Q4: 22,662 shares; 2026Q1: 21,362 shares 21,362 $522K 0.03% -1,300 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 8,750 shares 8,750 $521K 0.03% -1,250 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,195 shares 5,195 $519K 0.03% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,693 shares 4,693 $518K 0.03% new Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,886 shares 6,886 $511K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $511K 0.03% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,807 shares; 2025Q1: 11,596 shares; 2025Q2: 7,096 shares; 2025Q3: 9,154 shares; 2025Q4: 9,851 shares; 2026Q1: 10,323 shares 10,323 $510K 0.03% +472 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares 3,203 $504K 0.03% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,302 shares; 2025Q1: 4,202 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares; 2026Q1: 4,210 shares 4,210 $498K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 512 shares 512 $492K 0.03% +6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 381 shares; 2025Q1: 372 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $477K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 6,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares; 2026Q1: 5,162 shares 5,162 $476K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares; 2026Q1: 6,442 shares 6,442 $474K 0.03% +1,872 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 993 shares 993 $458K 0.03% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,095 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares; 2026Q1: 3,095 shares 3,095 $450K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares 1,413 $450K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,026 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,030 shares 1,030 $447K 0.03% +2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,842 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 2,112 shares 2,112 $446K 0.03% +128 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: 1,761 shares; 2025Q4: 1,769 shares; 2026Q1: 1,776 shares 1,776 $439K 0.03% +7 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $434K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 870 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 879 shares; 2026Q1: 702 shares 702 $433K 0.03% -177 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,324 shares; 2025Q2: 15,346 shares; 2025Q3: 15,612 shares; 2025Q4: 15,634 shares; 2026Q1: 16,646 shares 16,646 $427K 0.02% +1,012 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $426K 0.02% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,455,024 shares; 2025Q1: 3,499,343 shares; 2025Q2: 1,713,486 shares; 2025Q3: 85,606 shares; 2025Q4: 50,045 shares; 2026Q1: 38,510 shares 38,510 $424K 0.02% -11,535 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 6,100 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $422K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $421K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,120 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $417K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,178 shares; 2025Q1: 9,159 shares; 2025Q2: 9,184 shares; 2025Q3: 7,685 shares; 2025Q4: 7,700 shares; 2026Q1: 7,695 shares 7,695 $416K 0.02% -5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,447 shares; 2025Q1: 13,447 shares; 2025Q2: 13,556 shares; 2025Q3: 13,556 shares; 2025Q4: 12,109 shares; 2026Q1: 12,109 shares 12,109 $406K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $405K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,024 shares; 2026Q1: 2,024 shares 2,024 $400K 0.02% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares 1,559 $391K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,013 shares; 2025Q1: 8,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,828 shares; 2026Q1: 9,830 shares 9,830 $383K 0.02% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares; 2026Q1: 4,253 shares 4,253 $381K 0.02% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,077 shares; 2025Q1: 4,077 shares; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 4,077 shares; 2026Q1: 4,905 shares 4,905 $375K 0.02% +828 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,637 shares; 2025Q1: 1,641 shares; 2025Q2: 1,644 shares; 2025Q3: 1,647 shares; 2025Q4: 1,651 shares; 2026Q1: 1,655 shares 1,655 $372K 0.02% +4 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,450 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $370K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,071 shares; 2026Q1: 4,071 shares 4,071 $368K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,920 shares; 2025Q1: 3,205 shares; 2025Q2: 3,210 shares; 2025Q3: 3,215 shares; 2025Q4: 3,219 shares; 2026Q1: 3,223 shares 3,223 $365K 0.02% +4 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $365K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 4,499 shares; 2025Q3: 4,499 shares; 2025Q4: 4,499 shares; 2026Q1: 4,499 shares 4,499 $360K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,079 shares; 2025Q1: 4,764 shares; 2025Q2: 4,866 shares; 2025Q3: 4,942 shares; 2025Q4: 4,746 shares; 2026Q1: 4,646 shares 4,646 $358K 0.02% -100 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,991 shares 3,991 $351K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,446 shares; 2025Q1: 2,674 shares; 2025Q2: 2,524 shares; 2025Q3: 2,663 shares; 2025Q4: 5,397 shares; 2026Q1: 5,690 shares 5,690 $349K 0.02% +293 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares 807 $344K 0.02% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,886 shares 4,886 $343K 0.02% +811 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares; 2026Q1: 4,371 shares 4,371 $343K 0.02% +1,762 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,139 shares 6,139 $331K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,077 shares; 2026Q1: 1,089 shares 1,089 $329K 0.02% +12 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,800 shares; 2025Q1: 12,826 shares; 2025Q2: 15,494 shares; 2025Q3: 8,528 shares; 2025Q4: 8,562 shares; 2026Q1: 8,593 shares 8,593 $325K 0.02% +31 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $321K 0.02% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,610 shares 1,610 $319K 0.02% -8 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares 2,333 $317K 0.02% 0 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $314K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,044 shares; 2025Q1: 4,876 shares; 2025Q2: 4,839 shares; 2025Q3: 4,509 shares; 2025Q4: 4,468 shares; 2026Q1: 4,411 shares 4,411 $314K 0.02% -57 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,686 shares; 2025Q1: 9,686 shares; 2025Q2: 9,686 shares; 2025Q3: 8,537 shares; 2025Q4: 8,537 shares; 2026Q1: 8,537 shares 8,537 $314K 0.02% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $312K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,573 shares; 2025Q1: 3,280 shares; 2025Q2: 3,488 shares; 2025Q3: 3,261 shares; 2025Q4: 3,233 shares; 2026Q1: 3,236 shares 3,236 $312K 0.02% +3 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares; 2026Q1: 2,605 shares 2,605 $311K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,940 shares; 2025Q4: 2,028 shares; 2026Q1: 2,102 shares 2,102 $308K 0.02% +74 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,925 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $304K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares; 2026Q1: 3,484 shares 3,484 $302K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 3,071 shares; 2026Q1: 4,291 shares 4,291 $299K 0.02% +1,220 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 753 shares; 2026Q1: 686 shares 686 $299K 0.02% -67 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,273 shares; 2025Q1: 4,873 shares; 2025Q2: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,997 shares; 2026Q1: 4,497 shares 4,497 $297K 0.02% -500 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,274 shares 6,274 $295K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,232 shares; 2025Q2: 3,832 shares; 2025Q3: 3,232 shares; 2025Q4: 3,232 shares; 2026Q1: 3,443 shares 3,443 $282K 0.02% +211 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $278K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,379 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares 3,379 $274K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares 3,262 $273K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,436 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,758 shares 2,758 $268K 0.02% +33 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,158 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares 2,185 $264K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $261K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,464 shares; 2025Q1: 4,005 shares; 2025Q2: 4,257 shares; 2025Q3: 3,259 shares; 2025Q4: 3,260 shares; 2026Q1: 3,262 shares 3,262 $260K 0.02% +2 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580 $259K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 4,663 shares; 2026Q1: 4,666 shares 4,666 $258K 0.01% +3 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,546 shares; 2025Q1: not reported; 2025Q2: 13,127 shares; 2025Q3: 13,194 shares; 2025Q4: 13,264 shares; 2026Q1: 13,328 shares 13,328 $257K 0.01% +64 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,122 shares; 2026Q1: 3,122 shares 3,122 $257K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,210 shares 2,210 $255K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,671 shares; 2025Q1: 4,973 shares; 2025Q2: 5,308 shares; 2025Q3: 3,274 shares; 2025Q4: 3,296 shares; 2026Q1: 3,282 shares 3,282 $251K 0.01% -14 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,775 shares; 2025Q4: 28,775 shares; 2026Q1: 25,250 shares 25,250 $251K 0.01% -3,525 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 4,713 shares; 2025Q3: 3,409 shares; 2025Q4: 3,420 shares; 2026Q1: 3,453 shares 3,453 $248K 0.01% +33 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,852 shares; 2026Q1: 2,666 shares 2,666 $247K 0.01% -186 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,977 shares; 2026Q1: 3,984 shares 3,984 $234K 0.01% +7 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $234K 0.01% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares 2,472 $232K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,686 shares; 2025Q4: 1,655 shares; 2026Q1: 1,641 shares 1,641 $227K 0.01% -14 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $227K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 2,739 shares 2,739 $224K 0.01% -376 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $224K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $223K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $220K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,185 shares; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $220K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 257 shares; 2026Q1: 258 shares 258 $218K 0.01% +1 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $215K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,270 shares 4,270 $213K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares 2,795 $210K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 458 shares; 2025Q4: 485 shares; 2026Q1: 475 shares 475 $205K 0.01% -10 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,875 shares; 2025Q1: 22,200 shares; 2025Q2: 22,200 shares; 2025Q3: 30,555 shares; 2025Q4: not reported; 2026Q1: 14,245 shares 14,245 $203K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,425 shares 2,425 $201K 0.01% new Timeline