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: 6,585,865 shares; 2025Q1: 6,699,241 shares; 2025Q2: 6,893,933 shares; 2025Q3: not loaded; 2025Q4: 6,910,817 shares; 2026Q1: 7,220,684 shares 7,220,684 $634M 32.86% +309,867 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: 3,323,652 shares; 2025Q1: 3,350,019 shares; 2025Q2: 3,547,173 shares; 2025Q3: not loaded; 2025Q4: 7,305,472 shares; 2026Q1: 4,306,753 shares 4,306,753 $264M 13.67% -2,998,719 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030,509 shares; 2025Q3: not loaded; 2025Q4: 3,649,914 shares; 2026Q1: 3,798,327 shares 3,798,327 $194M 10.04% +148,413 Timeline EFV 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: 3,351,626 shares; 2025Q2: 3,413,531 shares; 2025Q3: not loaded; 2025Q4: 3,339,077 shares; 2026Q1: 2,396,415 shares 2,396,415 $178M 9.23% -942,662 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,332,145 shares; 2025Q1: 1,368,970 shares; 2025Q2: 1,413,279 shares; 2025Q3: not loaded; 2025Q4: 1,469,688 shares; 2026Q1: 1,553,708 shares 1,553,708 $146M 7.56% +84,020 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: 12,929 shares; 2025Q1: 1,732,602 shares; 2025Q2: 1,783,594 shares; 2025Q3: not loaded; 2025Q4: 1,815,813 shares; 2026Q1: 1,854,431 shares 1,854,431 $125M 6.49% +38,618 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,549,658 shares; 2025Q1: 3,491,401 shares; 2025Q2: 1,968,510 shares; 2025Q3: not loaded; 2025Q4: 1,892,321 shares; 2026Q1: 2,041,354 shares 2,041,354 $92.2M 4.78% +149,033 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273,052 shares; 2025Q3: not loaded; 2025Q4: 1,344,223 shares; 2026Q1: 1,419,817 shares 1,419,817 $80.5M 4.17% +75,594 Timeline SPYV 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: 390,871 shares; 2025Q1: 397,814 shares; 2025Q2: 414,863 shares; 2025Q3: not loaded; 2025Q4: 470,213 shares; 2026Q1: 486,050 shares 486,050 $27.5M 1.42% +15,837 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309,160 shares; 2025Q1: 264,874 shares; 2025Q2: 466,361 shares; 2025Q3: not loaded; 2025Q4: 454,796 shares; 2026Q1: 476,555 shares 476,555 $22.4M 1.16% +21,759 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: 126,004 shares; 2025Q1: 136,195 shares; 2025Q2: 139,015 shares; 2025Q3: not loaded; 2025Q4: 166,791 shares; 2026Q1: 179,838 shares 179,838 $12.5M 0.65% +13,047 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: 31,647 shares; 2025Q1: 34,615 shares; 2025Q2: 34,343 shares; 2025Q3: not loaded; 2025Q4: 34,662 shares; 2026Q1: 46,597 shares 46,597 $11.8M 0.61% +11,935 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,732 shares; 2025Q1: 60,388 shares; 2025Q2: 75,297 shares; 2025Q3: not loaded; 2025Q4: 84,484 shares; 2026Q1: 73,653 shares 73,653 $11.7M 0.61% -10,831 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: 32,263 shares; 2025Q1: 32,263 shares; 2025Q2: 32,461 shares; 2025Q3: not loaded; 2025Q4: 31,882 shares; 2026Q1: 28,905 shares 28,905 $10.3M 0.53% -2,977 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: 41,731 shares; 2025Q1: 47,393 shares; 2025Q2: 50,858 shares; 2025Q3: not loaded; 2025Q4: 58,816 shares; 2026Q1: 50,879 shares 50,879 $8.63M 0.45% -7,937 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 308,176 shares 308,176 $7.74M 0.4% new 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: 16,071 shares; 2025Q1: 18,903 shares; 2025Q2: 19,379 shares; 2025Q3: not loaded; 2025Q4: 25,615 shares; 2026Q1: 21,584 shares 21,584 $4.47M 0.23% -4,031 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: 12,036 shares; 2025Q1: 13,321 shares; 2025Q2: 13,765 shares; 2025Q3: not loaded; 2025Q4: 13,134 shares; 2026Q1: 12,025 shares 12,025 $4.45M 0.23% -1,109 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,132 shares; 2025Q1: 33,126 shares; 2025Q2: 41,547 shares; 2025Q3: not loaded; 2025Q4: 51,111 shares; 2026Q1: 46,515 shares 46,515 $4.4M 0.23% -4,596 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: 12,777 shares; 2025Q1: 14,634 shares; 2025Q2: 14,344 shares; 2025Q3: not loaded; 2025Q4: 18,098 shares; 2026Q1: 22,510 shares 22,510 $3.93M 0.2% +4,412 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: 9,184 shares; 2025Q1: 9,786 shares; 2025Q2: 11,529 shares; 2025Q3: not loaded; 2025Q4: 12,262 shares; 2026Q1: 10,798 shares 10,798 $3.65M 0.19% -1,464 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,083 shares; 2025Q1: 68,136 shares; 2025Q2: 72,015 shares; 2025Q3: not loaded; 2025Q4: 87,146 shares; 2026Q1: 97,321 shares 97,321 $3.21M 0.17% +10,175 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: 4,502 shares; 2025Q1: 4,461 shares; 2025Q2: 5,485 shares; 2025Q3: not loaded; 2025Q4: 5,396 shares; 2026Q1: 5,520 shares 5,520 $2.65M 0.14% +124 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: 6,659 shares; 2025Q1: 8,526 shares; 2025Q2: 7,320 shares; 2025Q3: not loaded; 2025Q4: 7,847 shares; 2026Q1: 11,652 shares 11,652 $2.43M 0.13% +3,805 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,835 shares; 2025Q1: 16,835 shares; 2025Q2: 16,835 shares; 2025Q3: not loaded; 2025Q4: 16,835 shares; 2026Q1: 17,035 shares 17,035 $2.43M 0.13% +200 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: 7,367 shares; 2025Q1: 6,690 shares; 2025Q2: 5,673 shares; 2025Q3: not loaded; 2025Q4: 7,063 shares; 2026Q1: 6,967 shares 6,967 $2.16M 0.11% -96 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: 1,753 shares; 2025Q1: 1,622 shares; 2025Q2: 1,690 shares; 2025Q3: not loaded; 2025Q4: 2,870 shares; 2026Q1: 5,355 shares 5,355 $1.99M 0.1% +2,485 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: 6,000 shares; 2025Q1: 7,341 shares; 2025Q2: 6,840 shares; 2025Q3: not loaded; 2025Q4: 6,773 shares; 2026Q1: 6,578 shares 6,578 $1.89M 0.1% -195 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,773 shares; 2025Q1: 11,768 shares; 2025Q2: 11,799 shares; 2025Q3: not loaded; 2025Q4: 11,783 shares; 2026Q1: 11,764 shares 11,764 $1.63M 0.08% -19 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,707 shares; 2025Q1: 17,943 shares; 2025Q2: 17,943 shares; 2025Q3: not loaded; 2025Q4: 17,943 shares; 2026Q1: 17,279 shares 17,279 $1.52M 0.08% -664 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: 3,362 shares; 2025Q1: 3,194 shares; 2025Q2: 3,130 shares; 2025Q3: not loaded; 2025Q4: 3,115 shares; 2026Q1: 3,021 shares 3,021 $1.51M 0.08% -94 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: 10,189 shares; 2025Q1: 9,713 shares; 2025Q2: 10,963 shares; 2025Q3: not loaded; 2025Q4: 12,284 shares; 2026Q1: 11,419 shares 11,419 $1.51M 0.08% -865 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: 1,580 shares; 2025Q1: 1,400 shares; 2025Q2: 1,467 shares; 2025Q3: not loaded; 2025Q4: 1,868 shares; 2026Q1: 2,622 shares 2,622 $1.5M 0.08% +754 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: 7,181 shares; 2025Q1: 7,653 shares; 2025Q2: 8,733 shares; 2025Q3: not loaded; 2025Q4: 11,434 shares; 2026Q1: 12,051 shares 12,051 $1.5M 0.08% +617 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: 1,845 shares; 2025Q1: 1,846 shares; 2025Q2: 1,847 shares; 2025Q3: not loaded; 2025Q4: 2,183 shares; 2026Q1: 2,234 shares 2,234 $1.46M 0.08% +51 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: 20,224 shares; 2025Q1: 15,444 shares; 2025Q2: 14,590 shares; 2025Q3: not loaded; 2025Q4: 10,708 shares; 2026Q1: 13,213 shares 13,213 $1.32M 0.07% +2,505 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,112 shares; 2025Q1: 3,715 shares; 2025Q2: 4,136 shares; 2025Q3: not loaded; 2025Q4: 4,614 shares; 2026Q1: 4,514 shares 4,514 $1.29M 0.07% -100 Timeline JQUA 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: 1,218,086 shares; 2025Q1: 1,232,230 shares; 2025Q2: 28,308 shares; 2025Q3: not loaded; 2025Q4: 20,154 shares; 2026Q1: 17,662 shares 17,662 $1.08M 0.06% -2,492 Timeline VTC 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 loaded; 2025Q4: 4,191 shares; 2026Q1: 14,001 shares 14,001 $1.08M 0.06% +9,810 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,951 shares; 2025Q1: 4,753 shares; 2025Q2: 4,834 shares; 2025Q3: not loaded; 2025Q4: 6,067 shares; 2026Q1: 7,263 shares 7,263 $1.07M 0.06% +1,196 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: 9,684 shares; 2025Q1: 8,475 shares; 2025Q2: 2,980 shares; 2025Q3: not loaded; 2025Q4: 5,792 shares; 2026Q1: 4,876 shares 4,876 $1.06M 0.05% -916 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,324 shares; 2025Q1: 6,387 shares; 2025Q2: 6,385 shares; 2025Q3: not loaded; 2025Q4: 6,445 shares; 2026Q1: 6,396 shares 6,396 $1.05M 0.05% -49 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: 2,326 shares; 2025Q1: 3,145 shares; 2025Q2: 3,151 shares; 2025Q3: not loaded; 2025Q4: 3,868 shares; 2026Q1: 3,367 shares 3,367 $1.05M 0.05% -501 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,671 shares; 2026Q1: 10,241 shares 10,241 $1.03M 0.05% +6,570 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: 2,494 shares; 2025Q1: 2,524 shares; 2025Q2: 2,676 shares; 2025Q3: not loaded; 2025Q4: 4,698 shares; 2026Q1: 3,421 shares 3,421 $1.01M 0.05% -1,277 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: 2,257 shares; 2025Q1: 2,605 shares; 2025Q2: 2,653 shares; 2025Q3: not loaded; 2025Q4: 2,901 shares; 2026Q1: 2,884 shares 2,884 $949K 0.05% -17 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: 1,089 shares; 2025Q1: 1,126 shares; 2025Q2: 1,144 shares; 2025Q3: not loaded; 2025Q4: 1,165 shares; 2026Q1: 998 shares 998 $918K 0.05% -167 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: 2,123 shares; 2025Q1: 2,215 shares; 2025Q2: 3,069 shares; 2025Q3: not loaded; 2025Q4: 3,703 shares; 2026Q1: 3,526 shares 3,526 $861K 0.04% -177 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,567 shares; 2025Q1: 22,187 shares; 2025Q2: 21,504 shares; 2025Q3: not loaded; 2025Q4: 19,683 shares; 2026Q1: 15,521 shares 15,521 $838K 0.04% -4,162 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,997 shares; 2025Q1: 4,997 shares; 2025Q2: 4,997 shares; 2025Q3: not loaded; 2025Q4: 4,924 shares; 2026Q1: 5,107 shares 5,107 $835K 0.04% +183 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: 888 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: not loaded; 2025Q4: 1,028 shares; 2026Q1: 1,175 shares 1,175 $832K 0.04% +147 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: 1,626 shares; 2025Q1: 1,475 shares; 2025Q2: 1,660 shares; 2025Q3: not loaded; 2025Q4: 2,716 shares; 2026Q1: 3,395 shares 3,395 $830K 0.04% +679 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: 5,583 shares; 2025Q1: 6,159 shares; 2025Q2: 5,851 shares; 2025Q3: not loaded; 2025Q4: 5,539 shares; 2026Q1: 5,732 shares 5,732 $828K 0.04% +193 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: 2,143 shares; 2025Q1: 2,273 shares; 2025Q2: 2,444 shares; 2025Q3: not loaded; 2025Q4: 2,701 shares; 2026Q1: 2,588 shares 2,588 $782K 0.04% -113 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,970 shares; 2025Q1: 7,753 shares; 2025Q2: 9,469 shares; 2025Q3: not loaded; 2025Q4: 10,276 shares; 2026Q1: 10,665 shares 10,665 $776K 0.04% +389 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: 5,311 shares; 2025Q1: 6,431 shares; 2025Q2: 4,883 shares; 2025Q3: not loaded; 2025Q4: 5,936 shares; 2026Q1: 6,388 shares 6,388 $768K 0.04% +452 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,211 shares; 2025Q1: 3,107 shares; 2025Q2: 3,147 shares; 2025Q3: not loaded; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares 3,107 $768K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 579 shares; 2025Q1: 592 shares; 2025Q2: 559 shares; 2025Q3: not loaded; 2025Q4: 790 shares; 2026Q1: 730 shares 730 $727K 0.04% -60 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: 2,371 shares; 2025Q1: 2,570 shares; 2025Q2: 3,041 shares; 2025Q3: not loaded; 2025Q4: 3,909 shares; 2026Q1: 3,880 shares 3,880 $707K 0.04% -29 Timeline F FORD MTR CO More: the full row for FORD MTR 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: 57,698 shares; 2025Q3: not loaded; 2025Q4: 58,977 shares; 2026Q1: 60,261 shares 60,261 $695K 0.04% +1,284 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,631 shares; 2025Q2: 7,176 shares; 2025Q3: not loaded; 2025Q4: 6,674 shares; 2026Q1: 7,220 shares 7,220 $669K 0.03% +546 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: 1,662 shares; 2025Q1: 2,080 shares; 2025Q2: 2,267 shares; 2025Q3: not loaded; 2025Q4: 2,807 shares; 2026Q1: 2,697 shares 2,697 $666K 0.03% -110 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,306 shares; 2026Q1: 8,448 shares 8,448 $642K 0.03% +3,142 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: 15,402 shares; 2025Q1: 16,388 shares; 2025Q2: 18,118 shares; 2025Q3: not loaded; 2025Q4: 19,136 shares; 2026Q1: 18,344 shares 18,344 $615K 0.03% -792 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: not loaded; 2025Q4: 5,587 shares; 2026Q1: 5,565 shares 5,565 $604K 0.03% -22 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 733 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,258 shares; 2026Q1: 2,155 shares 2,155 $583K 0.03% +897 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,938 shares; 2025Q1: 28,938 shares; 2025Q2: 28,938 shares; 2025Q3: not loaded; 2025Q4: 28,938 shares; 2026Q1: 28,938 shares 28,938 $575K 0.03% 0 Timeline IWD 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: 3,779 shares; 2025Q1: 3,779 shares; 2025Q2: 2,670 shares; 2025Q3: not loaded; 2025Q4: 2,670 shares; 2026Q1: 2,670 shares 2,670 $570K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 703 shares; 2025Q2: 659 shares; 2025Q3: not loaded; 2025Q4: 788 shares; 2026Q1: 658 shares 658 $570K 0.03% -130 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,384 shares; 2025Q1: 4,330 shares; 2025Q2: 4,594 shares; 2025Q3: not loaded; 2025Q4: 5,144 shares; 2026Q1: 3,916 shares 3,916 $546K 0.03% -1,228 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: 6,718 shares; 2025Q1: 7,123 shares; 2025Q2: 7,381 shares; 2025Q3: not loaded; 2025Q4: 3,644 shares; 2026Q1: 3,507 shares 3,507 $545K 0.03% -137 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: 12,310 shares; 2025Q1: 11,610 shares; 2025Q2: 6,144 shares; 2025Q3: not loaded; 2025Q4: 6,842 shares; 2026Q1: 5,205 shares 5,205 $534K 0.03% -1,637 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: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: not loaded; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $528K 0.03% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 13,463 shares 13,463 $523K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,195 shares; 2025Q2: 6,233 shares; 2025Q3: not loaded; 2025Q4: 9,733 shares; 2026Q1: 9,990 shares 9,990 $513K 0.03% +257 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,404 shares; 2025Q1: 2,070 shares; 2025Q2: 2,014 shares; 2025Q3: not loaded; 2025Q4: 3,210 shares; 2026Q1: 2,437 shares 2,437 $512K 0.03% -773 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: 680 shares; 2025Q1: 2,090 shares; 2025Q2: 2,444 shares; 2025Q3: not loaded; 2025Q4: 1,877 shares; 2026Q1: 854 shares 854 $510K 0.03% -1,023 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,221 shares; 2025Q2: 1,237 shares; 2025Q3: not loaded; 2025Q4: 1,780 shares; 2026Q1: 2,071 shares 2,071 $502K 0.03% +291 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,917 shares; 2025Q1: 3,920 shares; 2025Q2: 4,052 shares; 2025Q3: not loaded; 2025Q4: 4,604 shares; 2026Q1: 4,279 shares 4,279 $494K 0.03% -325 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: 364 shares; 2025Q1: 364 shares; 2025Q2: 400 shares; 2025Q3: not loaded; 2025Q4: 355 shares; 2026Q1: 331 shares 331 $488K 0.03% -24 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: 2,556 shares; 2025Q1: 2,594 shares; 2025Q2: 2,095 shares; 2025Q3: not loaded; 2025Q4: 1,656 shares; 2026Q1: 1,642 shares 1,642 $477K 0.02% -14 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,412 shares; 2025Q1: 6,659 shares; 2025Q2: 6,813 shares; 2025Q3: not loaded; 2025Q4: 8,195 shares; 2026Q1: 7,806 shares 7,806 $477K 0.02% -389 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: 2,786 shares; 2025Q2: 2,777 shares; 2025Q3: not loaded; 2025Q4: 4,323 shares; 2026Q1: 4,291 shares 4,291 $471K 0.02% -32 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,247 shares; 2025Q2: 1,619 shares; 2025Q3: not loaded; 2025Q4: 1,895 shares; 2026Q1: 1,876 shares 1,876 $470K 0.02% -19 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 1,983 shares; 2025Q2: 2,005 shares; 2025Q3: not loaded; 2025Q4: 2,038 shares; 2026Q1: 1,758 shares 1,758 $458K 0.02% -280 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,058 shares; 2025Q1: 3,581 shares; 2025Q2: 3,545 shares; 2025Q3: not loaded; 2025Q4: 5,127 shares; 2026Q1: 4,832 shares 4,832 $437K 0.02% -295 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,557 shares; 2026Q1: 10,682 shares 10,682 $416K 0.02% +125 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,406 shares; 2025Q1: 4,209 shares; 2025Q2: 3,364 shares; 2025Q3: not loaded; 2025Q4: 3,176 shares; 2026Q1: 2,752 shares 2,752 $398K 0.02% -424 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: 3,973 shares; 2025Q1: 3,728 shares; 2025Q2: 3,854 shares; 2025Q3: not loaded; 2025Q4: 4,275 shares; 2026Q1: 5,095 shares 5,095 $395K 0.02% +820 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: 1,522 shares; 2025Q1: 1,544 shares; 2025Q2: 1,564 shares; 2025Q3: not loaded; 2025Q4: 1,810 shares; 2026Q1: 1,827 shares 1,827 $393K 0.02% +17 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: 2,446 shares; 2025Q1: 2,351 shares; 2025Q2: 2,493 shares; 2025Q3: not loaded; 2025Q4: 2,738 shares; 2026Q1: 2,429 shares 2,429 $388K 0.02% -309 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: 2,048 shares; 2025Q1: 2,122 shares; 2025Q2: 2,119 shares; 2025Q3: not loaded; 2025Q4: 1,872 shares; 2026Q1: 2,001 shares 2,001 $386K 0.02% +129 Timeline BIL 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: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,003 shares; 2025Q3: not loaded; 2025Q4: 4,983 shares; 2026Q1: 4,210 shares 4,210 $386K 0.02% -773 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: not reported; 2025Q3: not loaded; 2025Q4: 2,000 shares; 2026Q1: 1,774 shares 1,774 $379K 0.02% -226 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: 1,036 shares; 2025Q1: 1,032 shares; 2025Q2: 1,046 shares; 2025Q3: not loaded; 2025Q4: 1,041 shares; 2026Q1: 1,068 shares 1,068 $376K 0.02% +27 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 1,314 shares; 2025Q3: not loaded; 2025Q4: 1,454 shares; 2026Q1: 1,312 shares 1,312 $372K 0.02% -142 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: 1,429 shares; 2025Q1: 1,430 shares; 2025Q2: 1,486 shares; 2025Q3: not loaded; 2025Q4: 1,486 shares; 2026Q1: 1,134 shares 1,134 $364K 0.02% -352 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,131 shares; 2026Q1: 7,231 shares 7,231 $363K 0.02% -1,900 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 1,683 shares; 2025Q3: not loaded; 2025Q4: 2,085 shares; 2026Q1: 1,822 shares 1,822 $360K 0.02% -263 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: 2,053 shares; 2025Q1: 2,964 shares; 2025Q2: 3,275 shares; 2025Q3: not loaded; 2025Q4: 2,449 shares; 2026Q1: 2,176 shares 2,176 $360K 0.02% -273 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,345 shares; 2025Q3: not loaded; 2025Q4: 5,184 shares; 2026Q1: 5,494 shares 5,494 $357K 0.02% +310 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,531 shares; 2025Q1: 3,456 shares; 2025Q2: 5,173 shares; 2025Q3: not loaded; 2025Q4: 6,523 shares; 2026Q1: 2,818 shares 2,818 $354K 0.02% -3,705 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: not reported; 2025Q1: 2,820 shares; 2025Q2: 3,045 shares; 2025Q3: not loaded; 2025Q4: 3,040 shares; 2026Q1: 3,100 shares 3,100 $352K 0.02% +60 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,060 shares; 2025Q1: 15,060 shares; 2025Q2: 15,060 shares; 2025Q3: not loaded; 2025Q4: 11,610 shares; 2026Q1: 11,610 shares 11,610 $338K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,239 shares; 2026Q1: 11,007 shares 11,007 $338K 0.02% +768 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: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not loaded; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $335K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,213 shares; 2025Q2: 1,276 shares; 2025Q3: not loaded; 2025Q4: 1,376 shares; 2026Q1: 1,088 shares 1,088 $329K 0.02% -288 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,244 shares; 2025Q1: 1,738 shares; 2025Q2: 1,302 shares; 2025Q3: not loaded; 2025Q4: 1,480 shares; 2026Q1: 1,192 shares 1,192 $317K 0.02% -288 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: 771 shares; 2025Q1: 817 shares; 2025Q2: 821 shares; 2025Q3: not loaded; 2025Q4: 546 shares; 2026Q1: 538 shares 538 $303K 0.02% -8 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,610 shares; 2025Q1: 14,610 shares; 2025Q2: 14,213 shares; 2025Q3: not loaded; 2025Q4: 9,891 shares; 2026Q1: 9,768 shares 9,768 $302K 0.02% -123 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,438 shares; 2026Q1: 10,079 shares 10,079 $292K 0.02% +641 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,280 shares; 2025Q3: not loaded; 2025Q4: 4,858 shares; 2026Q1: 4,574 shares 4,574 $291K 0.02% -284 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 860 shares; 2026Q1: 849 shares 849 $287K 0.01% -11 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,668 shares; 2025Q1: 8,090 shares; 2025Q2: 8,136 shares; 2025Q3: not loaded; 2025Q4: 8,208 shares; 2026Q1: 3,905 shares 3,905 $280K 0.01% -4,303 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: 709 shares; 2025Q1: 1,030 shares; 2025Q2: 948 shares; 2025Q3: not loaded; 2025Q4: 417 shares; 2026Q1: 462 shares 462 $279K 0.01% +45 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,744 shares; 2025Q1: 4,102 shares; 2025Q2: 4,067 shares; 2025Q3: not loaded; 2025Q4: 4,015 shares; 2026Q1: 4,025 shares 4,025 $279K 0.01% +10 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: 803 shares; 2025Q1: 905 shares; 2025Q2: 955 shares; 2025Q3: not loaded; 2025Q4: 1,032 shares; 2026Q1: 840 shares 840 $276K 0.01% -192 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: 1,365 shares; 2025Q1: 1,708 shares; 2025Q2: 1,801 shares; 2025Q3: not loaded; 2025Q4: 1,318 shares; 2026Q1: 1,205 shares 1,205 $272K 0.01% -113 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,093 shares; 2026Q1: 756 shares 756 $269K 0.01% -337 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,067 shares; 2025Q1: 18,067 shares; 2025Q2: 18,067 shares; 2025Q3: not loaded; 2025Q4: 18,067 shares; 2026Q1: 18,067 shares 18,067 $261K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 6,168 shares; 2025Q3: not loaded; 2025Q4: 6,040 shares; 2026Q1: 5,546 shares 5,546 $257K 0.01% -494 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 887 shares; 2026Q1: 808 shares 808 $257K 0.01% -79 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,559 shares; 2026Q1: 2,760 shares 2,760 $256K 0.01% +201 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 1,295 shares; 2025Q2: 1,412 shares; 2025Q3: not loaded; 2025Q4: 1,127 shares; 2026Q1: 1,070 shares 1,070 $253K 0.01% -57 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,429 shares; 2025Q1: 1,502 shares; 2025Q2: 1,485 shares; 2025Q3: not loaded; 2025Q4: 1,463 shares; 2026Q1: 1,264 shares 1,264 $251K 0.01% -199 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $250K 0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: not loaded; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares 2,007 $246K 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: 313 shares; 2025Q3: not loaded; 2025Q4: 302 shares; 2026Q1: 282 shares 282 $239K 0.01% -20 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 663 shares; 2026Q1: 732 shares 732 $238K 0.01% +69 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 816 shares; 2026Q1: 691 shares 691 $236K 0.01% -125 Timeline IJJ 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: 25,378 shares; 2025Q1: 1,787 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,981 shares; 2026Q1: 1,738 shares 1,738 $230K 0.01% -243 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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 loaded; 2025Q4: not reported; 2026Q1: 4,710 shares 4,710 $226K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,429 shares 6,429 $226K 0.01% new Timeline JPAN MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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 loaded; 2025Q4: not reported; 2026Q1: 6,103 shares 6,103 $223K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,208 shares; 2025Q1: 1,235 shares; 2025Q2: 1,333 shares; 2025Q3: not loaded; 2025Q4: 967 shares; 2026Q1: 970 shares 970 $223K 0.01% +3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 255 shares 255 $223K 0.01% new 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: not reported; 2025Q3: not loaded; 2025Q4: 2,793 shares; 2026Q1: 2,342 shares 2,342 $220K 0.01% -451 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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 loaded; 2025Q4: not reported; 2026Q1: 462 shares 462 $219K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 162 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,264 shares 2,264 $218K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,306 shares 4,306 $217K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 391 shares 391 $215K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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 loaded; 2025Q4: not reported; 2026Q1: 5,022 shares 5,022 $213K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 304 shares; 2026Q1: 236 shares 236 $211K 0.01% -68 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,885 shares; 2026Q1: 6,885 shares 6,885 $210K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,410 shares; 2026Q1: 1,116 shares 1,116 $208K 0.01% -294 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: 1,489 shares; 2025Q1: 2,083 shares; 2025Q2: 1,612 shares; 2025Q3: not loaded; 2025Q4: 909 shares; 2026Q1: 858 shares 858 $208K 0.01% -51 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP 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 loaded; 2025Q4: not reported; 2026Q1: 7,384 shares 7,384 $206K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,572 shares 1,572 $206K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: not loaded; 2025Q4: 1,545 shares; 2026Q1: 1,533 shares 1,533 $201K 0.01% -12 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: 1,853 shares; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,615 shares 1,615 $201K 0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,918 shares; 2025Q1: 16,081 shares; 2025Q2: 16,790 shares; 2025Q3: not loaded; 2025Q4: 18,983 shares; 2026Q1: 16,235 shares 16,235 $136K 0.01% -2,748 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,388 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,747 shares; 2026Q1: 13,089 shares 13,089 $27.7K <0.01% +2,342 Timeline