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: 2,501,882 shares; 2024Q4: 2,483,925 shares; 2025Q1: 2,476,011 shares; 2025Q2: 2,481,545 shares; 2025Q3: 2,358,756 shares; 2025Q4: 2,371,358 shares; 2026Q1: 2,326,481 shares 2,326,481 $590M 5.41% -44,877 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: 1,233,906 shares; 2024Q4: 1,227,549 shares; 2025Q1: 1,223,480 shares; 2025Q2: 1,217,034 shares; 2025Q3: 1,171,687 shares; 2025Q4: 1,167,460 shares; 2026Q1: 1,177,366 shares 1,177,366 $436M 3.99% +9,906 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: 1,476,755 shares; 2024Q4: 1,472,791 shares; 2025Q1: 1,455,065 shares; 2025Q2: 1,446,522 shares; 2025Q3: 1,388,400 shares; 2025Q4: 1,376,816 shares; 2026Q1: 1,359,070 shares 1,359,070 $400M 3.66% -17,746 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: 347,913 shares; 2024Q4: 469,194 shares; 2025Q1: 401,432 shares; 2025Q2: 439,841 shares; 2025Q3: 473,654 shares; 2025Q4: 731,349 shares; 2026Q1: 610,802 shares 610,802 $399M 3.66% -120,547 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295,366 shares; 2024Q4: 1,382,484 shares; 2025Q1: 1,523,930 shares; 2025Q2: 1,611,232 shares; 2025Q3: 1,678,735 shares; 2025Q4: 1,720,275 shares; 2026Q1: 1,777,971 shares 1,777,971 $341M 3.12% +57,696 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: 1,949,036 shares; 2024Q4: 1,864,972 shares; 2025Q1: 1,836,311 shares; 2025Q2: 1,821,344 shares; 2025Q3: 1,777,197 shares; 2025Q4: 1,721,262 shares; 2026Q1: 1,691,566 shares 1,691,566 $326M 2.99% -29,696 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: 912,327 shares; 2024Q4: 884,936 shares; 2025Q1: 1,047,637 shares; 2025Q2: 1,013,025 shares; 2025Q3: 1,010,078 shares; 2025Q4: 1,029,990 shares; 2026Q1: 1,048,729 shares 1,048,729 $302M 2.76% +18,739 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: 305,195 shares; 2024Q4: 304,098 shares; 2025Q1: 300,411 shares; 2025Q2: 297,649 shares; 2025Q3: 293,904 shares; 2025Q4: 291,906 shares; 2026Q1: 290,156 shares 290,156 $289M 2.65% -1,750 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 311,706 shares; 2025Q1: 311,603 shares; 2025Q2: 311,879 shares; 2025Q3: 306,510 shares; 2025Q4: 303,797 shares; 2026Q1: 300,307 shares 300,307 $289M 2.65% -3,490 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: 621,635 shares; 2024Q4: 622,873 shares; 2025Q1: 616,034 shares; 2025Q2: 615,533 shares; 2025Q3: 561,933 shares; 2025Q4: 557,714 shares; 2026Q1: 555,296 shares 555,296 $277M 2.54% -2,418 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755,982 shares; 2024Q4: 2,831,076 shares; 2025Q1: 2,771,885 shares; 2025Q2: 2,838,172 shares; 2025Q3: 2,820,948 shares; 2025Q4: 2,852,821 shares; 2026Q1: 2,963,954 shares 2,963,954 $268M 2.46% +111,133 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: 1,777,236 shares; 2024Q4: 1,771,668 shares; 2025Q1: 1,737,582 shares; 2025Q2: 1,720,731 shares; 2025Q3: 1,688,540 shares; 2025Q4: 1,625,160 shares; 2026Q1: 1,563,065 shares 1,563,065 $250M 2.29% -62,095 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: 1,201,143 shares; 2024Q4: 1,166,295 shares; 2025Q1: 1,147,774 shares; 2025Q2: 1,132,573 shares; 2025Q3: 1,048,358 shares; 2025Q4: 1,039,300 shares; 2026Q1: 1,019,322 shares 1,019,322 $249M 2.28% -19,978 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: 767,863 shares; 2024Q4: 773,696 shares; 2025Q1: 973,633 shares; 2025Q2: 942,466 shares; 2025Q3: 930,457 shares; 2025Q4: 1,059,654 shares; 2026Q1: 1,224,316 shares 1,224,316 $214M 1.96% +164,662 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: 3,331,137 shares; 2024Q4: 3,153,862 shares; 2025Q1: 2,974,512 shares; 2025Q2: 2,970,788 shares; 2025Q3: 2,896,445 shares; 2025Q4: 2,882,452 shares; 2026Q1: 2,947,980 shares 2,947,980 $206M 1.88% +65,528 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: 952,108 shares; 2024Q4: 947,511 shares; 2025Q1: 941,575 shares; 2025Q2: 935,862 shares; 2025Q3: 923,755 shares; 2025Q4: 905,024 shares; 2026Q1: 900,869 shares 900,869 $204M 1.87% -4,155 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: 1,718,794 shares; 2024Q4: 1,724,170 shares; 2025Q1: 1,713,109 shares; 2025Q2: 1,710,797 shares; 2025Q3: 1,690,361 shares; 2025Q4: 1,690,047 shares; 2026Q1: 1,604,759 shares 1,604,759 $199M 1.83% -85,288 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: 918,258 shares; 2024Q4: 900,248 shares; 2025Q1: 862,123 shares; 2025Q2: 860,564 shares; 2025Q3: 841,023 shares; 2025Q4: 817,904 shares; 2026Q1: 801,571 shares 801,571 $189M 1.74% -16,333 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: 1,013,607 shares; 2024Q4: 949,346 shares; 2025Q1: 963,198 shares; 2025Q2: 967,665 shares; 2025Q3: 952,684 shares; 2025Q4: 855,407 shares; 2026Q1: 897,154 shares 897,154 $186M 1.7% +41,747 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: 1,256,763 shares; 2024Q4: 1,228,047 shares; 2025Q1: 1,236,934 shares; 2025Q2: 1,226,723 shares; 2025Q3: 1,193,532 shares; 2025Q4: 1,129,202 shares; 2026Q1: 1,139,111 shares 1,139,111 $177M 1.62% +9,909 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248,631 shares; 2024Q4: 2,193,753 shares; 2025Q1: 2,084,745 shares; 2025Q2: 2,104,704 shares; 2025Q3: 2,080,765 shares; 2025Q4: 2,076,091 shares; 2026Q1: 2,158,636 shares 2,158,636 $174M 1.59% +82,545 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: 2,521,018 shares; 2024Q4: 2,539,454 shares; 2025Q1: 2,556,279 shares; 2025Q2: 2,573,583 shares; 2025Q3: 2,573,761 shares; 2025Q4: 2,585,227 shares; 2026Q1: 2,482,054 shares 2,482,054 $168M 1.54% -103,173 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: 1,269,422 shares; 2024Q4: 1,490,395 shares; 2025Q1: 2,121,705 shares; 2025Q2: 2,464,525 shares; 2025Q3: 2,824,187 shares; 2025Q4: 3,213,656 shares; 2026Q1: 3,699,020 shares 3,699,020 $167M 1.53% +485,364 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: 1,647,368 shares; 2024Q4: 1,675,030 shares; 2025Q1: 1,638,029 shares; 2025Q2: 1,661,796 shares; 2025Q3: 1,651,250 shares; 2025Q4: 1,639,520 shares; 2026Q1: 1,660,500 shares 1,660,500 $166M 1.52% +20,980 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: 1,560,258 shares; 2024Q4: 1,614,522 shares; 2025Q1: 1,777,747 shares; 2025Q2: 1,723,536 shares; 2025Q3: 1,755,450 shares; 2025Q4: 1,756,079 shares; 2026Q1: 1,762,897 shares 1,762,897 $164M 1.5% +6,818 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: 3,515 shares; 2024Q4: 38,075 shares; 2025Q1: 69,389 shares; 2025Q2: 107,621 shares; 2025Q3: 156,807 shares; 2025Q4: 161,300 shares; 2026Q1: 167,422 shares 167,422 $154M 1.41% +6,122 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: 686,753 shares; 2024Q4: 683,711 shares; 2025Q1: 668,750 shares; 2025Q2: 670,123 shares; 2025Q3: 764,216 shares; 2025Q4: 697,546 shares; 2026Q1: 744,357 shares 744,357 $148M 1.35% +46,811 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: 382,361 shares; 2024Q4: 383,870 shares; 2025Q1: 377,077 shares; 2025Q2: 320,998 shares; 2025Q3: 314,338 shares; 2025Q4: 311,749 shares; 2026Q1: 308,020 shares 308,020 $131M 1.2% -3,729 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: 382,868 shares; 2024Q4: 381,816 shares; 2025Q1: 397,732 shares; 2025Q2: 376,351 shares; 2025Q3: 367,950 shares; 2025Q4: 357,144 shares; 2026Q1: 356,000 shares 356,000 $127M 1.17% -1,144 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: 7,183 shares; 2024Q4: 6,174 shares; 2025Q1: 6,443 shares; 2025Q2: 7,586 shares; 2025Q3: 96,314 shares; 2025Q4: 105,601 shares; 2026Q1: 211,649 shares 211,649 $121M 1.11% +106,048 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,040 shares; 2024Q4: 340,218 shares; 2025Q1: 386,749 shares; 2025Q2: 385,302 shares; 2025Q3: 380,085 shares; 2025Q4: 351,168 shares; 2026Q1: 346,117 shares 346,117 $112M 1.02% -5,051 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: 224,298 shares; 2024Q4: 208,960 shares; 2025Q1: 220,235 shares; 2025Q2: 228,066 shares; 2025Q3: 224,224 shares; 2025Q4: 227,170 shares; 2026Q1: 226,910 shares 226,910 $112M 1.02% -260 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,932,071 shares; 2024Q4: 1,998,750 shares; 2025Q1: 1,730,461 shares; 2025Q2: 1,718,801 shares; 2025Q3: 1,762,433 shares; 2025Q4: 1,841,663 shares; 2026Q1: 1,935,029 shares 1,935,029 $102M 0.93% +93,366 Timeline JAAA 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: 394,654 shares; 2024Q4: 539,954 shares; 2025Q1: 735,085 shares; 2025Q2: 871,692 shares; 2025Q3: 1,686,162 shares; 2025Q4: 1,796,770 shares; 2026Q1: 1,959,963 shares 1,959,963 $98.7M 0.9% +163,193 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: 141,261 shares; 2024Q4: 140,367 shares; 2025Q1: 137,950 shares; 2025Q2: 135,084 shares; 2025Q3: 114,506 shares; 2025Q4: 113,705 shares; 2026Q1: 112,395 shares 112,395 $97.3M 0.89% -1,310 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: 1,414,265 shares; 2024Q4: 1,407,400 shares; 2025Q1: 1,382,763 shares; 2025Q2: 1,372,988 shares; 2025Q3: 1,343,016 shares; 2025Q4: 1,308,260 shares; 2026Q1: 1,265,277 shares 1,265,277 $96.2M 0.88% -42,983 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: 415,468 shares; 2024Q4: 416,726 shares; 2025Q1: 415,924 shares; 2025Q2: 415,522 shares; 2025Q3: 406,590 shares; 2025Q4: 368,755 shares; 2026Q1: 328,083 shares 328,083 $95.3M 0.87% -40,672 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: 1,117,590 shares; 2024Q4: 1,005,191 shares; 2025Q1: 1,042,706 shares; 2025Q2: 1,060,146 shares; 2025Q3: 1,053,237 shares; 2025Q4: 1,050,128 shares; 2026Q1: 1,054,563 shares 1,054,563 $91.4M 0.84% +4,435 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: 381,107 shares; 2024Q4: 398,871 shares; 2025Q1: 410,638 shares; 2025Q2: 425,568 shares; 2025Q3: 389,127 shares; 2025Q4: 402,947 shares; 2026Q1: 402,828 shares 402,828 $86.6M 0.79% -119 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: 212,048 shares; 2024Q4: 214,554 shares; 2025Q1: 232,846 shares; 2025Q2: 234,955 shares; 2025Q3: 236,523 shares; 2025Q4: 246,675 shares; 2026Q1: 261,097 shares 261,097 $85.8M 0.79% +14,422 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: 20,940 shares; 2024Q4: 21,415 shares; 2025Q1: 22,312 shares; 2025Q2: 21,991 shares; 2025Q3: 22,105 shares; 2025Q4: 106,276 shares; 2026Q1: 265,965 shares 265,965 $82.3M 0.75% +159,689 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: 1,690,629 shares; 2024Q4: 1,675,683 shares; 2025Q1: 1,670,822 shares; 2025Q2: 1,694,056 shares; 2025Q3: 1,416,882 shares; 2025Q4: 1,266,437 shares; 2026Q1: 551,487 shares 551,487 $81.1M 0.74% -714,950 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: 248,903 shares; 2024Q4: 246,373 shares; 2025Q1: 243,739 shares; 2025Q2: 242,674 shares; 2025Q3: 255,386 shares; 2025Q4: 253,719 shares; 2026Q1: 251,337 shares 251,337 $78.1M 0.72% -2,382 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134,321 shares; 2024Q4: 1,178,632 shares; 2025Q1: 1,225,608 shares; 2025Q2: 1,240,839 shares; 2025Q3: 1,301,499 shares; 2025Q4: 1,372,890 shares; 2026Q1: 1,466,937 shares 1,466,937 $78.1M 0.72% +94,047 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: 217,108 shares; 2024Q4: 218,312 shares; 2025Q1: 236,290 shares; 2025Q2: 236,941 shares; 2025Q3: 236,643 shares; 2025Q4: 241,553 shares; 2026Q1: 243,111 shares 243,111 $78M 0.71% +1,558 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: 105,633 shares; 2024Q4: 104,760 shares; 2025Q1: 103,741 shares; 2025Q2: 116,085 shares; 2025Q3: 115,539 shares; 2025Q4: 118,953 shares; 2026Q1: 116,631 shares 116,631 $75.8M 0.7% -2,322 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,608 shares; 2024Q4: 553,146 shares; 2025Q1: 702,452 shares; 2025Q2: 702,502 shares; 2025Q3: 694,687 shares; 2025Q4: 645,908 shares; 2026Q1: 635,040 shares 635,040 $75.1M 0.69% -10,868 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: 1,206,300 shares; 2024Q4: 1,197,915 shares; 2025Q1: 1,059,833 shares; 2025Q2: 1,037,794 shares; 2025Q3: 980,767 shares; 2025Q4: 971,991 shares; 2026Q1: 964,983 shares 964,983 $74.9M 0.69% -7,008 Timeline VPL 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: 1,011,615 shares; 2024Q4: 964,841 shares; 2025Q1: 900,003 shares; 2025Q2: 870,368 shares; 2025Q3: 835,904 shares; 2025Q4: 803,402 shares; 2026Q1: 763,251 shares 763,251 $74.6M 0.68% -40,151 Timeline STIP 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: 580,463 shares; 2024Q4: 592,789 shares; 2025Q1: 610,484 shares; 2025Q2: 621,236 shares; 2025Q3: 642,395 shares; 2025Q4: 666,530 shares; 2026Q1: 708,230 shares 708,230 $73.3M 0.67% +41,700 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: 575,582 shares; 2024Q4: 578,669 shares; 2025Q1: 519,565 shares; 2025Q2: 433,930 shares; 2025Q3: 418,640 shares; 2025Q4: 248,015 shares; 2026Q1: 296,013 shares 296,013 $57.5M 0.53% +47,998 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: 748,035 shares; 2024Q4: 764,747 shares; 2025Q1: 750,877 shares; 2025Q2: 747,101 shares; 2025Q3: 740,093 shares; 2025Q4: 727,730 shares; 2026Q1: 735,394 shares 735,394 $56.7M 0.52% +7,664 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: 257,657 shares; 2024Q4: 254,072 shares; 2025Q1: 251,831 shares; 2025Q2: 239,860 shares; 2025Q3: 237,357 shares; 2025Q4: 291,714 shares; 2026Q1: 330,179 shares 330,179 $54.6M 0.5% +38,465 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: 29,943 shares; 2024Q4: 29,872 shares; 2025Q1: 29,664 shares; 2025Q2: 330,352 shares; 2025Q3: 332,115 shares; 2025Q4: 187,422 shares; 2026Q1: 234,364 shares 234,364 $53.9M 0.49% +46,942 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761,308 shares; 2024Q4: 705,923 shares; 2025Q1: 658,679 shares; 2025Q2: 644,647 shares; 2025Q3: 617,525 shares; 2025Q4: 585,857 shares; 2026Q1: 557,035 shares 557,035 $45.9M 0.42% -28,822 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: 34,259 shares; 2024Q4: 29,712 shares; 2025Q1: 34,209 shares; 2025Q2: 33,376 shares; 2025Q3: 33,061 shares; 2025Q4: 33,581 shares; 2026Q1: 33,542 shares 33,542 $44.3M 0.41% -39 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: 205,494 shares; 2024Q4: 207,734 shares; 2025Q1: 205,894 shares; 2025Q2: 204,447 shares; 2025Q3: 201,054 shares; 2025Q4: 200,599 shares; 2026Q1: 209,460 shares 209,460 $43.8M 0.4% +8,861 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: 10,196 shares; 2024Q4: 10,096 shares; 2025Q1: 9,846 shares; 2025Q2: 8,000 shares; 2025Q3: 59,980 shares; 2025Q4: 53,275 shares; 2026Q1: 84,186 shares 84,186 $41.7M 0.38% +30,911 Timeline IQLT 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: 154,251 shares; 2024Q4: 263,268 shares; 2025Q1: 357,014 shares; 2025Q2: 450,844 shares; 2025Q3: 555,869 shares; 2025Q4: 660,772 shares; 2026Q1: 866,151 shares 866,151 $40M 0.37% +205,379 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,100 shares; 2024Q4: 145,407 shares; 2025Q1: 151,865 shares; 2025Q2: 161,911 shares; 2025Q3: 158,847 shares; 2025Q4: 131,887 shares; 2026Q1: 121,461 shares 121,461 $36.3M 0.33% -10,426 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: 112,288 shares; 2024Q4: 111,282 shares; 2025Q1: 108,100 shares; 2025Q2: 108,326 shares; 2025Q3: 105,652 shares; 2025Q4: 104,417 shares; 2026Q1: 105,271 shares 105,271 $34.6M 0.32% +854 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,301 shares; 2024Q4: 288,414 shares; 2025Q1: 282,737 shares; 2025Q2: 276,464 shares; 2025Q3: 269,970 shares; 2025Q4: 265,742 shares; 2026Q1: 262,400 shares 262,400 $34.4M 0.31% -3,342 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452,050 shares; 2025Q3: 489,480 shares; 2025Q4: 529,358 shares; 2026Q1: 582,508 shares 582,508 $34.1M 0.31% +53,150 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,305 shares; 2024Q4: 251,761 shares; 2025Q1: 280,521 shares; 2025Q2: 271,360 shares; 2025Q3: 268,508 shares; 2025Q4: 260,948 shares; 2026Q1: 263,483 shares 263,483 $33.9M 0.31% +2,535 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: 755,212 shares; 2024Q4: 729,069 shares; 2025Q1: 554,189 shares; 2025Q2: 309,256 shares; 2025Q3: 289,639 shares; 2025Q4: 279,635 shares; 2026Q1: 277,400 shares 277,400 $33.4M 0.31% -2,235 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: 11,498 shares; 2024Q4: 11,690 shares; 2025Q1: 12,031 shares; 2025Q2: 182,263 shares; 2025Q3: 181,976 shares; 2025Q4: 332,697 shares; 2026Q1: 235,655 shares 235,655 $31.3M 0.29% -97,042 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: 1,417,225 shares; 2024Q4: 1,413,624 shares; 2025Q1: 1,410,513 shares; 2025Q2: 1,396,492 shares; 2025Q3: 1,424,189 shares; 2025Q4: 867,558 shares; 2026Q1: 610,650 shares 610,650 $30.7M 0.28% -256,908 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: 101,924 shares; 2024Q4: 99,316 shares; 2025Q1: 103,520 shares; 2025Q2: 125,743 shares; 2025Q3: 104,489 shares; 2025Q4: 105,288 shares; 2026Q1: 105,336 shares 105,336 $30.2M 0.28% +48 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,418 shares; 2024Q4: 585,358 shares; 2025Q1: 655,737 shares; 2025Q2: 671,563 shares; 2025Q3: 674,664 shares; 2025Q4: 728,429 shares; 2026Q1: 743,743 shares 743,743 $29.9M 0.27% +15,314 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: 236,764 shares; 2024Q4: 230,033 shares; 2025Q1: 227,247 shares; 2025Q2: 226,181 shares; 2025Q3: 208,587 shares; 2025Q4: 205,704 shares; 2026Q1: 204,266 shares 204,266 $29.5M 0.27% -1,438 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,602 shares; 2024Q4: 179,729 shares; 2025Q1: 182,936 shares; 2025Q2: 183,247 shares; 2025Q3: 184,468 shares; 2025Q4: 152,862 shares; 2026Q1: 159,356 shares 159,356 $27.5M 0.25% +6,494 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $27.3M 0.25% 0 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: 259,443 shares; 2024Q4: 258,455 shares; 2025Q1: 254,556 shares; 2025Q2: 252,650 shares; 2025Q3: 243,676 shares; 2025Q4: 241,748 shares; 2026Q1: 130,290 shares 130,290 $26.5M 0.24% -111,458 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,070 shares; 2025Q3: 137,054 shares; 2025Q4: 164,778 shares; 2026Q1: 236,938 shares 236,938 $26M 0.24% +72,160 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,559 shares; 2024Q4: 463,733 shares; 2025Q1: 460,731 shares; 2025Q2: 457,597 shares; 2025Q3: 443,876 shares; 2025Q4: 420,772 shares; 2026Q1: 428,375 shares 428,375 $25.9M 0.24% +7,603 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: 84,804 shares; 2024Q4: 86,597 shares; 2025Q1: 88,323 shares; 2025Q2: 87,465 shares; 2025Q3: 80,113 shares; 2025Q4: 80,764 shares; 2026Q1: 84,102 shares 84,102 $25.4M 0.23% +3,338 Timeline FNDX 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: 282,371 shares; 2024Q4: 852,743 shares; 2025Q1: 984,960 shares; 2025Q2: 982,252 shares; 2025Q3: 872,707 shares; 2025Q4: 874,656 shares; 2026Q1: 900,180 shares 900,180 $25.1M 0.23% +25,524 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: 52,913 shares; 2024Q4: 52,403 shares; 2025Q1: 51,964 shares; 2025Q2: 50,721 shares; 2025Q3: 48,743 shares; 2025Q4: 52,826 shares; 2026Q1: 57,830 shares 57,830 $25M 0.23% +5,004 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: 38,688 shares; 2024Q4: 38,217 shares; 2025Q1: 37,803 shares; 2025Q2: 41,900 shares; 2025Q3: 41,724 shares; 2025Q4: 41,528 shares; 2026Q1: 40,547 shares 40,547 $24.5M 0.22% -981 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: 149,418 shares; 2024Q4: 137,807 shares; 2025Q1: 140,348 shares; 2025Q2: 139,521 shares; 2025Q3: 129,144 shares; 2025Q4: 129,737 shares; 2026Q1: 139,009 shares 139,009 $23.6M 0.22% +9,272 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: 58,616 shares; 2024Q4: 58,071 shares; 2025Q1: 57,674 shares; 2025Q2: 58,215 shares; 2025Q3: 53,925 shares; 2025Q4: 50,362 shares; 2026Q1: 48,327 shares 48,327 $20.6M 0.19% -2,035 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,086 shares; 2024Q4: 137,043 shares; 2025Q1: 139,405 shares; 2025Q2: 138,997 shares; 2025Q3: 142,757 shares; 2025Q4: 152,863 shares; 2026Q1: 162,535 shares 162,535 $19.3M 0.18% +9,672 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,607 shares; 2024Q4: 70,074 shares; 2025Q1: 69,130 shares; 2025Q2: 67,669 shares; 2025Q3: 66,829 shares; 2025Q4: 65,937 shares; 2026Q1: 65,230 shares 65,230 $19.3M 0.18% -707 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: 42,489 shares; 2024Q4: 42,408 shares; 2025Q1: 42,722 shares; 2025Q2: 46,477 shares; 2025Q3: 40,143 shares; 2025Q4: 39,292 shares; 2026Q1: 39,080 shares 39,080 $18.7M 0.17% -212 Timeline IEF 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: 141,513 shares; 2024Q4: 149,069 shares; 2025Q1: 153,523 shares; 2025Q2: 156,558 shares; 2025Q3: 166,057 shares; 2025Q4: 172,840 shares; 2026Q1: 190,662 shares 190,662 $18.2M 0.17% +17,822 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: 29,980 shares; 2024Q4: 29,304 shares; 2025Q1: 98,661 shares; 2025Q2: 102,624 shares; 2025Q3: 106,697 shares; 2025Q4: 108,328 shares; 2026Q1: 108,921 shares 108,921 $17.9M 0.16% +593 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: 95,309 shares; 2024Q4: 95,655 shares; 2025Q1: 95,505 shares; 2025Q2: 95,109 shares; 2025Q3: 83,431 shares; 2025Q4: 82,794 shares; 2026Q1: 81,759 shares 81,759 $17.8M 0.16% -1,035 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: 26,985 shares; 2024Q4: 27,521 shares; 2025Q1: 29,464 shares; 2025Q2: 27,906 shares; 2025Q3: 28,076 shares; 2025Q4: 28,380 shares; 2026Q1: 29,531 shares 29,531 $17.6M 0.16% +1,151 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,515 shares; 2024Q4: 143,477 shares; 2025Q1: 131,741 shares; 2025Q2: 129,155 shares; 2025Q3: 125,790 shares; 2025Q4: 125,067 shares; 2026Q1: 125,106 shares 125,106 $16.4M 0.15% +39 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: 77,446 shares; 2024Q4: 71,846 shares; 2025Q1: 72,934 shares; 2025Q2: 75,068 shares; 2025Q3: 74,537 shares; 2025Q4: 73,412 shares; 2026Q1: 78,533 shares 78,533 $16.4M 0.15% +5,121 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,103 shares; 2025Q2: 187,934 shares; 2025Q3: 247,371 shares; 2025Q4: 310,102 shares; 2026Q1: 336,129 shares 336,129 $15.6M 0.14% +26,027 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: 67,944 shares; 2024Q4: 70,840 shares; 2025Q1: 84,231 shares; 2025Q2: 88,065 shares; 2025Q3: 90,371 shares; 2025Q4: 62,421 shares; 2026Q1: 80,694 shares 80,694 $15.1M 0.14% +18,273 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 82,499 shares 82,499 $14M 0.13% +80,023 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: 21,916 shares; 2024Q4: 22,315 shares; 2025Q1: 23,614 shares; 2025Q2: 23,753 shares; 2025Q3: 24,284 shares; 2025Q4: 24,231 shares; 2026Q1: 23,024 shares 23,024 $13.3M 0.12% -1,207 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: 776,371 shares; 2024Q4: 562,658 shares; 2025Q1: 169,616 shares; 2025Q2: 225,303 shares; 2025Q3: 136,635 shares; 2025Q4: 198,917 shares; 2026Q1: 124,710 shares 124,710 $12.3M 0.11% -74,207 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: 58,653 shares; 2024Q4: 56,664 shares; 2025Q1: 56,711 shares; 2025Q2: 56,498 shares; 2025Q3: 62,456 shares; 2025Q4: 59,152 shares; 2026Q1: 56,031 shares 56,031 $12M 0.11% -3,121 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: 427,425 shares; 2024Q4: 426,145 shares; 2025Q1: 424,852 shares; 2025Q2: 57,839 shares; 2025Q3: 50,086 shares; 2025Q4: 46,413 shares; 2026Q1: 43,609 shares 43,609 $11.8M 0.11% -2,804 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: 492,217 shares; 2024Q4: 360,380 shares; 2025Q1: 440,875 shares; 2025Q2: 411,121 shares; 2025Q3: 382,574 shares; 2025Q4: 302,188 shares; 2026Q1: 387,129 shares 387,129 $10.9M 0.1% +84,941 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: 34,161 shares; 2024Q4: 33,838 shares; 2025Q1: 33,365 shares; 2025Q2: 32,475 shares; 2025Q3: 31,883 shares; 2025Q4: 31,474 shares; 2026Q1: 31,103 shares 31,103 $10.7M 0.1% -371 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: 46,858 shares; 2024Q4: 45,639 shares; 2025Q1: 45,674 shares; 2025Q2: 45,160 shares; 2025Q3: 40,795 shares; 2025Q4: 41,463 shares; 2026Q1: 43,986 shares 43,986 $10.7M 0.1% +2,523 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: 42,870 shares; 2024Q4: 42,299 shares; 2025Q1: 42,034 shares; 2025Q2: 41,646 shares; 2025Q3: 30,627 shares; 2025Q4: 30,394 shares; 2026Q1: 29,887 shares 29,887 $10.5M 0.1% -507 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: 80,476 shares; 2024Q4: 81,761 shares; 2025Q1: 82,058 shares; 2025Q2: 82,299 shares; 2025Q3: 82,756 shares; 2025Q4: 82,451 shares; 2026Q1: 80,092 shares 80,092 $9.95M 0.09% -2,359 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,698 shares; 2024Q4: 106,373 shares; 2025Q1: 106,513 shares; 2025Q2: 104,316 shares; 2025Q3: 98,313 shares; 2025Q4: 94,545 shares; 2026Q1: 91,374 shares 91,374 $9.66M 0.09% -3,171 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,084 shares; 2024Q4: 13,061 shares; 2025Q1: 13,576 shares; 2025Q2: 15,780 shares; 2025Q3: 15,758 shares; 2025Q4: 13,708 shares; 2026Q1: 13,640 shares 13,640 $9.52M 0.09% -68 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: 99,364 shares; 2024Q4: 97,760 shares; 2025Q1: 97,320 shares; 2025Q2: 98,072 shares; 2025Q3: 86,335 shares; 2025Q4: 88,075 shares; 2026Q1: 87,108 shares 87,108 $8.94M 0.08% -967 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: 99,341 shares; 2024Q4: 99,341 shares; 2025Q1: 95,708 shares; 2025Q2: 90,605 shares; 2025Q3: 88,840 shares; 2025Q4: 89,314 shares; 2026Q1: 87,043 shares 87,043 $8.46M 0.08% -2,271 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: 31,780 shares; 2024Q4: 32,610 shares; 2025Q1: 32,426 shares; 2025Q2: 34,862 shares; 2025Q3: 35,008 shares; 2025Q4: 35,167 shares; 2026Q1: 31,881 shares 31,881 $8.35M 0.08% -3,286 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: 171,565 shares; 2024Q4: 170,472 shares; 2025Q1: 177,124 shares; 2025Q2: 174,574 shares; 2025Q3: 139,461 shares; 2025Q4: 36,439 shares; 2026Q1: 30,600 shares 30,600 $7.96M 0.07% -5,839 Timeline MTUM 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: 26,883 shares; 2024Q4: 23,039 shares; 2025Q1: 24,437 shares; 2025Q2: 25,361 shares; 2025Q3: 25,563 shares; 2025Q4: 25,535 shares; 2026Q1: 28,972 shares 28,972 $6.95M 0.06% +3,437 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: 41,103 shares; 2024Q4: 40,982 shares; 2025Q1: 40,827 shares; 2025Q2: 38,539 shares; 2025Q3: 34,240 shares; 2025Q4: 36,212 shares; 2026Q1: 35,743 shares 35,743 $6.86M 0.06% -469 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,978 shares; 2024Q4: 116,337 shares; 2025Q1: 116,850 shares; 2025Q2: 116,850 shares; 2025Q3: 98,632 shares; 2025Q4: 100,522 shares; 2026Q1: 102,637 shares 102,637 $6.58M 0.06% +2,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,052 shares; 2026Q1: 55,297 shares 55,297 $6.38M 0.06% -6,755 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: 11,618 shares; 2024Q4: 11,703 shares; 2025Q1: 11,703 shares; 2025Q2: 22,152 shares; 2025Q3: 21,962 shares; 2025Q4: 23,516 shares; 2026Q1: 24,834 shares 24,834 $6.16M 0.06% +1,318 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: 114,239 shares; 2024Q4: 148,992 shares; 2025Q1: 108,722 shares; 2025Q2: 113,388 shares; 2025Q3: 101,288 shares; 2025Q4: 104,455 shares; 2026Q1: 109,012 shares 109,012 $5.89M 0.05% +4,557 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: 47,020 shares; 2024Q4: 46,710 shares; 2025Q1: 44,413 shares; 2025Q2: 44,329 shares; 2025Q3: 44,169 shares; 2025Q4: 44,344 shares; 2026Q1: 43,651 shares 43,651 $5.72M 0.05% -693 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 14,215 shares; 2025Q1: 18,115 shares; 2025Q2: 16,576 shares; 2025Q3: 19,635 shares; 2025Q4: 24,550 shares; 2026Q1: 55,179 shares 55,179 $5.58M 0.05% +30,629 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: 67,288 shares; 2024Q4: 66,211 shares; 2025Q1: 66,971 shares; 2025Q2: 66,290 shares; 2025Q3: 65,694 shares; 2025Q4: 65,706 shares; 2026Q1: 65,790 shares 65,790 $5.51M 0.05% +84 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: 49,249 shares; 2024Q4: 46,123 shares; 2025Q1: 45,236 shares; 2025Q2: 42,314 shares; 2025Q3: 36,896 shares; 2025Q4: 35,096 shares; 2026Q1: 33,062 shares 33,062 $5.2M 0.05% -2,034 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: 74,359 shares; 2024Q4: 74,359 shares; 2025Q1: 74,839 shares; 2025Q2: 74,359 shares; 2025Q3: 74,359 shares; 2025Q4: 74,359 shares; 2026Q1: 135,880 shares 135,880 $5.14M 0.05% +61,521 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167,867 shares; 2024Q4: 1,036,595 shares; 2025Q1: 974,716 shares; 2025Q2: 888,666 shares; 2025Q3: 127,480 shares; 2025Q4: 121,141 shares; 2026Q1: 100,888 shares 100,888 $5.14M 0.05% -20,253 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,837 shares; 2024Q4: 137,010 shares; 2025Q1: 136,693 shares; 2025Q2: 135,460 shares; 2025Q3: 126,201 shares; 2025Q4: 125,824 shares; 2026Q1: 107,519 shares 107,519 $4.92M 0.05% -18,305 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: 156,537 shares; 2024Q4: 137,446 shares; 2025Q1: 141,709 shares; 2025Q2: 133,778 shares; 2025Q3: 132,471 shares; 2025Q4: 125,153 shares; 2026Q1: 97,278 shares 97,278 $4.92M 0.05% -27,875 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: 7,199 shares; 2024Q4: 7,099 shares; 2025Q1: 7,099 shares; 2025Q2: 7,399 shares; 2025Q3: 7,772 shares; 2025Q4: 7,888 shares; 2026Q1: 7,832 shares 7,832 $4.83M 0.04% -56 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,841 shares; 2026Q1: 59,180 shares 59,180 $4.51M 0.04% -161,661 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: 37,423 shares; 2024Q4: 37,939 shares; 2025Q1: 37,265 shares; 2025Q2: 37,238 shares; 2025Q3: 28,874 shares; 2025Q4: 28,382 shares; 2026Q1: 28,382 shares 28,382 $4.34M 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,993 shares; 2024Q4: 56,026 shares; 2025Q1: 55,559 shares; 2025Q2: 55,020 shares; 2025Q3: 53,596 shares; 2025Q4: 53,596 shares; 2026Q1: 46,666 shares 46,666 $4.33M 0.04% -6,930 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: 36,759 shares; 2024Q4: 39,302 shares; 2025Q1: 39,302 shares; 2025Q2: 41,274 shares; 2025Q3: 42,980 shares; 2025Q4: 42,980 shares; 2026Q1: 49,145 shares 49,145 $4.32M 0.04% +6,165 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: 18,134 shares; 2024Q4: 18,659 shares; 2025Q1: 18,302 shares; 2025Q2: 17,963 shares; 2025Q3: 16,474 shares; 2025Q4: 17,506 shares; 2026Q1: 17,585 shares 17,585 $4.26M 0.04% +79 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: 56,310 shares; 2024Q4: 53,310 shares; 2025Q1: 53,310 shares; 2025Q2: 53,310 shares; 2025Q3: 53,310 shares; 2025Q4: 53,970 shares; 2026Q1: 53,310 shares 53,310 $4.18M 0.04% -660 Timeline VSS 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: 28,885 shares; 2024Q4: 28,812 shares; 2025Q1: 28,812 shares; 2025Q2: 28,812 shares; 2025Q3: 28,510 shares; 2025Q4: 28,459 shares; 2026Q1: 28,478 shares 28,478 $4.15M 0.04% +19 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: 53,076 shares; 2024Q4: 52,762 shares; 2025Q1: 51,520 shares; 2025Q2: 52,698 shares; 2025Q3: 50,019 shares; 2025Q4: 49,046 shares; 2026Q1: 47,600 shares 47,600 $4.06M 0.04% -1,446 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: 53,565 shares; 2024Q4: 54,319 shares; 2025Q1: 55,152 shares; 2025Q2: 50,904 shares; 2025Q3: 47,869 shares; 2025Q4: 48,531 shares; 2026Q1: 50,874 shares 50,874 $4.05M 0.04% +2,343 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: 34,614 shares; 2024Q4: 34,571 shares; 2025Q1: 34,449 shares; 2025Q2: 34,064 shares; 2025Q3: 28,489 shares; 2025Q4: 28,538 shares; 2026Q1: 27,887 shares 27,887 $4.05M 0.04% -651 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: 17,547 shares; 2024Q4: 18,119 shares; 2025Q1: 16,612 shares; 2025Q2: 14,442 shares; 2025Q3: 13,976 shares; 2025Q4: 13,985 shares; 2026Q1: 13,377 shares 13,377 $4.05M 0.04% -608 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: 58,447 shares; 2024Q4: 56,190 shares; 2025Q1: 58,815 shares; 2025Q2: 61,344 shares; 2025Q3: 61,529 shares; 2025Q4: 59,062 shares; 2026Q1: 59,297 shares 59,297 $3.91M 0.04% +235 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: 12,712 shares; 2024Q4: 13,343 shares; 2025Q1: 13,091 shares; 2025Q2: 13,073 shares; 2025Q3: 13,440 shares; 2025Q4: 13,506 shares; 2026Q1: 13,606 shares 13,606 $3.86M 0.04% +100 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: 35,648 shares; 2024Q4: 35,658 shares; 2025Q1: 35,298 shares; 2025Q2: 34,365 shares; 2025Q3: 34,654 shares; 2025Q4: 33,988 shares; 2026Q1: 33,068 shares 33,068 $3.74M 0.03% -920 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: 3,450 shares; 2024Q4: 3,350 shares; 2025Q1: 3,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,602 shares; 2025Q4: 1,600 shares; 2026Q1: 8,497 shares 8,497 $3.66M 0.03% +6,897 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: 69,117 shares; 2024Q4: 66,213 shares; 2025Q1: 68,044 shares; 2025Q2: 65,503 shares; 2025Q3: 54,831 shares; 2025Q4: 55,811 shares; 2026Q1: 37,866 shares 37,866 $3.65M 0.03% -17,945 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: 14,866 shares; 2024Q4: 14,285 shares; 2025Q1: 14,185 shares; 2025Q2: 14,360 shares; 2025Q3: 13,131 shares; 2025Q4: 12,872 shares; 2026Q1: 12,672 shares 12,672 $3.64M 0.03% -200 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 11,055 shares; 2025Q1: 11,046 shares; 2025Q2: 11,283 shares; 2025Q3: 11,046 shares; 2025Q4: 11,046 shares; 2026Q1: 11,042 shares 11,042 $3.54M 0.03% -4 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: 102,176 shares; 2024Q4: 99,564 shares; 2025Q1: 99,564 shares; 2025Q2: 99,564 shares; 2025Q3: 96,702 shares; 2025Q4: 97,628 shares; 2026Q1: 181,005 shares 181,005 $3.49M 0.03% +83,377 Timeline GVI 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: 29,409 shares; 2024Q4: 34,456 shares; 2025Q1: 36,220 shares; 2025Q2: 38,736 shares; 2025Q3: 39,686 shares; 2025Q4: 38,662 shares; 2026Q1: 32,627 shares 32,627 $3.48M 0.03% -6,035 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: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 10,034 shares; 2025Q2: 9,541 shares; 2025Q3: 9,541 shares; 2025Q4: 9,541 shares; 2026Q1: 9,541 shares 9,541 $3.4M 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,167 shares; 2025Q1: 3,117 shares; 2025Q2: 3,603 shares; 2025Q3: 3,677 shares; 2025Q4: 3,689 shares; 2026Q1: 3,841 shares 3,841 $3.35M 0.03% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,466 shares; 2025Q3: 6,356 shares; 2025Q4: 6,326 shares; 2026Q1: 6,105 shares 6,105 $3.35M 0.03% -221 Timeline ESGV 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: 17,292 shares; 2024Q4: 24,685 shares; 2025Q1: 28,763 shares; 2025Q2: 28,144 shares; 2025Q3: 28,863 shares; 2025Q4: 28,963 shares; 2026Q1: 29,300 shares 29,300 $3.29M 0.03% +337 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: 6,210 shares; 2024Q4: 6,172 shares; 2025Q1: 5,727 shares; 2025Q2: 4,997 shares; 2025Q3: 4,983 shares; 2025Q4: 4,719 shares; 2026Q1: 4,602 shares 4,602 $3.26M 0.03% -117 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: 13,238 shares; 2024Q4: 13,028 shares; 2025Q1: 13,685 shares; 2025Q2: 13,632 shares; 2025Q3: 13,528 shares; 2025Q4: 13,725 shares; 2026Q1: 15,630 shares 15,630 $3.25M 0.03% +1,905 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: 15,182 shares; 2024Q4: 22,029 shares; 2025Q1: 48,207 shares; 2025Q2: 46,481 shares; 2025Q3: 56,608 shares; 2025Q4: 58,826 shares; 2026Q1: 54,855 shares 54,855 $3.11M 0.03% -3,971 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: 38,730 shares; 2024Q4: 38,928 shares; 2025Q1: 37,062 shares; 2025Q2: 35,672 shares; 2025Q3: 24,164 shares; 2025Q4: 24,559 shares; 2026Q1: 20,944 shares 20,944 $3.1M 0.03% -3,615 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,429 shares; 2024Q4: 16,429 shares; 2025Q1: 16,429 shares; 2025Q2: 16,784 shares; 2025Q3: 16,784 shares; 2025Q4: 16,784 shares; 2026Q1: 16,784 shares 16,784 $3.04M 0.03% 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: 9,613 shares; 2024Q4: 9,442 shares; 2025Q1: 9,168 shares; 2025Q2: 9,168 shares; 2025Q3: 9,073 shares; 2025Q4: 9,088 shares; 2026Q1: 9,159 shares 9,159 $2.99M 0.03% +71 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: 3,025 shares; 2024Q4: 3,306 shares; 2025Q1: 3,446 shares; 2025Q2: 3,411 shares; 2025Q3: 3,400 shares; 2025Q4: 3,504 shares; 2026Q1: 3,520 shares 3,520 $2.98M 0.03% +16 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: 40,507 shares; 2024Q4: 38,397 shares; 2025Q1: 36,811 shares; 2025Q2: 26,660 shares; 2025Q3: 21,204 shares; 2025Q4: 21,343 shares; 2026Q1: 20,210 shares 20,210 $2.96M 0.03% -1,133 Timeline ACWX 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: 46,053 shares; 2024Q4: 45,903 shares; 2025Q1: 45,616 shares; 2025Q2: 45,096 shares; 2025Q3: 42,587 shares; 2025Q4: 42,607 shares; 2026Q1: 42,607 shares 42,607 $2.92M 0.03% 0 Timeline IXUS 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: 29,854 shares; 2024Q4: 29,854 shares; 2025Q1: 39,760 shares; 2025Q2: 33,566 shares; 2025Q3: 31,960 shares; 2025Q4: 32,131 shares; 2026Q1: 32,490 shares 32,490 $2.81M 0.03% +359 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: 8,136 shares; 2024Q4: 9,478 shares; 2025Q1: 9,870 shares; 2025Q2: 9,977 shares; 2025Q3: 9,977 shares; 2025Q4: 10,417 shares; 2026Q1: 9,791 shares 9,791 $2.81M 0.03% -626 Timeline VSGX 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: 32,919 shares; 2024Q4: 34,164 shares; 2025Q1: 34,954 shares; 2025Q2: 41,571 shares; 2025Q3: 41,696 shares; 2025Q4: 41,482 shares; 2026Q1: 39,068 shares 39,068 $2.8M 0.03% -2,414 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,386 shares; 2024Q4: 53,717 shares; 2025Q1: 58,281 shares; 2025Q2: 62,458 shares; 2025Q3: 62,623 shares; 2025Q4: 59,980 shares; 2026Q1: 59,542 shares 59,542 $2.8M 0.03% -438 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,772 shares; 2024Q4: 21,772 shares; 2025Q1: 20,846 shares; 2025Q2: 19,910 shares; 2025Q3: 19,536 shares; 2025Q4: 19,060 shares; 2026Q1: 18,163 shares 18,163 $2.75M 0.03% -897 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: 76,646 shares; 2024Q4: 73,717 shares; 2025Q1: 73,773 shares; 2025Q2: 73,259 shares; 2025Q3: 64,848 shares; 2025Q4: 50,846 shares; 2026Q1: 49,820 shares 49,820 $2.75M 0.03% -1,026 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: 29,317 shares; 2024Q4: 27,906 shares; 2025Q1: 25,920 shares; 2025Q2: 23,733 shares; 2025Q3: 19,850 shares; 2025Q4: 19,718 shares; 2026Q1: 19,908 shares 19,908 $2.63M 0.02% +190 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,326 shares; 2024Q4: 441,076 shares; 2025Q1: 231,067 shares; 2025Q2: 171,076 shares; 2025Q3: 78,443 shares; 2025Q4: 62,280 shares; 2026Q1: 60,822 shares 60,822 $2.53M 0.02% -1,458 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: 67,229 shares; 2024Q4: 66,704 shares; 2025Q1: 53,412 shares; 2025Q2: 52,362 shares; 2025Q3: 47,577 shares; 2025Q4: 44,484 shares; 2026Q1: 40,901 shares 40,901 $2.48M 0.02% -3,583 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 18,683 shares; 2025Q1: 20,432 shares; 2025Q2: 25,152 shares; 2025Q3: 25,824 shares; 2025Q4: 25,929 shares; 2026Q1: 25,894 shares 25,894 $2.48M 0.02% -35 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: 14,732 shares; 2024Q4: 14,137 shares; 2025Q1: 14,036 shares; 2025Q2: 14,450 shares; 2025Q3: 13,863 shares; 2025Q4: 13,815 shares; 2026Q1: 12,813 shares 12,813 $2.43M 0.02% -1,002 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: 15,158 shares; 2024Q4: 15,014 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 14,087 shares; 2025Q4: 14,096 shares; 2026Q1: 13,280 shares 13,280 $2.42M 0.02% -816 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: 4,626 shares; 2024Q4: 4,626 shares; 2025Q1: 4,530 shares; 2025Q2: 4,377 shares; 2025Q3: 4,264 shares; 2025Q4: 4,257 shares; 2026Q1: 4,134 shares 4,134 $2.33M 0.02% -123 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,413 shares; 2026Q1: 40,838 shares 40,838 $2.33M 0.02% -1,575 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: 2,661 shares; 2024Q4: 2,766 shares; 2025Q1: 2,663 shares; 2025Q2: 2,795 shares; 2025Q3: 2,702 shares; 2025Q4: 2,651 shares; 2026Q1: 5,322 shares 5,322 $2.32M 0.02% +2,671 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,718 shares; 2024Q4: 30,446 shares; 2025Q1: 28,228 shares; 2025Q2: 44,383 shares; 2025Q3: 41,758 shares; 2025Q4: 42,019 shares; 2026Q1: 41,916 shares 41,916 $2.18M 0.02% -103 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,303 shares 37,303 $2.13M 0.02% new 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: not reported; 2024Q4: 5,350 shares; 2025Q1: 6,202 shares; 2025Q2: 6,002 shares; 2025Q3: 6,732 shares; 2025Q4: 6,938 shares; 2026Q1: 9,779 shares 9,779 $2.09M 0.02% +2,841 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: 12,907 shares; 2024Q4: 12,644 shares; 2025Q1: 12,792 shares; 2025Q2: 12,360 shares; 2025Q3: 12,360 shares; 2025Q4: 13,203 shares; 2026Q1: 17,781 shares 17,781 $2.02M 0.02% +4,578 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: 66,198 shares; 2024Q4: 46,495 shares; 2025Q1: 46,495 shares; 2025Q2: 44,386 shares; 2025Q3: 35,489 shares; 2025Q4: 50,976 shares; 2026Q1: 68,295 shares 68,295 $1.98M 0.02% +17,319 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: 101,078 shares; 2024Q4: 93,380 shares; 2025Q1: 76,814 shares; 2025Q2: 55,147 shares; 2025Q3: 48,979 shares; 2025Q4: 48,203 shares; 2026Q1: 27,515 shares 27,515 $1.98M 0.02% -20,688 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,255 shares; 2024Q4: 44,255 shares; 2025Q1: 44,255 shares; 2025Q2: 44,255 shares; 2025Q3: 44,255 shares; 2025Q4: 44,255 shares; 2026Q1: 44,255 shares 44,255 $1.94M 0.02% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,204 shares; 2025Q3: 34,446 shares; 2025Q4: 34,461 shares; 2026Q1: 34,476 shares 34,476 $1.9M 0.02% +15 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: 49,429 shares; 2024Q4: 36,885 shares; 2025Q1: 49,550 shares; 2025Q2: 47,076 shares; 2025Q3: 47,758 shares; 2025Q4: 44,045 shares; 2026Q1: 25,392 shares 25,392 $1.87M 0.02% -18,653 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 5,971 shares; 2025Q1: 5,978 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 5,971 shares; 2026Q1: 5,909 shares 5,909 $1.85M 0.02% -62 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: 1,553 shares; 2024Q4: 1,534 shares; 2025Q1: 1,574 shares; 2025Q2: 1,585 shares; 2025Q3: 1,583 shares; 2025Q4: 16,410 shares; 2026Q1: 19,239 shares 19,239 $1.85M 0.02% +2,829 Timeline VCR 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: 5,046 shares; 2024Q4: 5,121 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 5,118 shares; 2025Q4: 5,118 shares; 2026Q1: 5,118 shares 5,118 $1.84M 0.02% 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: 14,928 shares; 2024Q4: 12,583 shares; 2025Q1: 12,583 shares; 2025Q2: 13,028 shares; 2025Q3: 12,999 shares; 2025Q4: 12,694 shares; 2026Q1: 12,477 shares 12,477 $1.82M 0.02% -217 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,562 shares; 2024Q4: 13,052 shares; 2025Q1: 13,052 shares; 2025Q2: 13,052 shares; 2025Q3: 13,052 shares; 2025Q4: 13,052 shares; 2026Q1: 13,052 shares 13,052 $1.81M 0.02% 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: 130,210 shares; 2024Q4: 126,433 shares; 2025Q1: 127,098 shares; 2025Q2: 135,214 shares; 2025Q3: 110,932 shares; 2025Q4: 18,799 shares; 2026Q1: 15,227 shares 15,227 $1.8M 0.02% -3,572 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: 34,412 shares; 2024Q4: 34,193 shares; 2025Q1: 33,200 shares; 2025Q2: 25,818 shares; 2025Q3: 23,344 shares; 2025Q4: 23,921 shares; 2026Q1: 36,757 shares 36,757 $1.79M 0.02% +12,836 Timeline VLUE 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: 89,503 shares; 2024Q4: 89,366 shares; 2025Q1: 27,296 shares; 2025Q2: 27,296 shares; 2025Q3: 14,430 shares; 2025Q4: 13,101 shares; 2026Q1: 12,546 shares 12,546 $1.78M 0.02% -555 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: 2,111 shares; 2024Q4: 2,172 shares; 2025Q1: 2,175 shares; 2025Q2: 3,037 shares; 2025Q3: 1,177 shares; 2025Q4: 1,163 shares; 2026Q1: 1,209 shares 1,209 $1.78M 0.02% +46 Timeline XLC 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: 15,803 shares; 2024Q4: 15,581 shares; 2025Q1: 15,618 shares; 2025Q2: 15,665 shares; 2025Q3: 15,642 shares; 2025Q4: 15,615 shares; 2026Q1: 15,615 shares 15,615 $1.73M 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,829 shares; 2024Q4: 35,554 shares; 2025Q1: 32,404 shares; 2025Q2: 40,429 shares; 2025Q3: 40,574 shares; 2025Q4: 40,213 shares; 2026Q1: 37,324 shares 37,324 $1.7M 0.02% -2,889 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: not reported; 2024Q4: not reported; 2025Q1: 28,454 shares; 2025Q2: 28,454 shares; 2025Q3: 30,172 shares; 2025Q4: 30,172 shares; 2026Q1: 30,172 shares 30,172 $1.68M 0.02% 0 Timeline SHY 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: 319,907 shares; 2024Q4: 335,117 shares; 2025Q1: 345,900 shares; 2025Q2: 27,221 shares; 2025Q3: 23,992 shares; 2025Q4: 23,694 shares; 2026Q1: 19,951 shares 19,951 $1.65M 0.02% -3,743 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: 17,404 shares; 2024Q4: 13,725 shares; 2025Q1: 13,394 shares; 2025Q2: 13,394 shares; 2025Q3: 13,194 shares; 2025Q4: 13,826 shares; 2026Q1: 16,403 shares 16,403 $1.59M 0.01% +2,577 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,113 shares; 2025Q1: 2,061 shares; 2025Q2: 7,637 shares; 2025Q3: 7,449 shares; 2025Q4: 8,497 shares; 2026Q1: 8,697 shares 8,697 $1.59M 0.01% +200 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,728 shares; 2025Q3: 34,728 shares; 2025Q4: 35,865 shares; 2026Q1: 35,865 shares 35,865 $1.56M 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,802 shares; 2024Q4: 32,686 shares; 2025Q1: 32,686 shares; 2025Q2: 31,765 shares; 2025Q3: 31,603 shares; 2025Q4: 31,584 shares; 2026Q1: 33,546 shares 33,546 $1.56M 0.01% +1,962 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,052 shares; 2024Q4: 32,582 shares; 2025Q1: 31,236 shares; 2025Q2: 35,567 shares; 2025Q3: 31,567 shares; 2025Q4: 29,758 shares; 2026Q1: 28,985 shares 28,985 $1.53M 0.01% -773 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: 18,340 shares; 2024Q4: 17,923 shares; 2025Q1: 17,923 shares; 2025Q2: 35,902 shares; 2025Q3: 32,694 shares; 2025Q4: 32,668 shares; 2026Q1: 32,668 shares 32,668 $1.52M 0.01% 0 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: 12,542 shares; 2024Q4: 9,471 shares; 2025Q1: 10,802 shares; 2025Q2: 10,197 shares; 2025Q3: 9,707 shares; 2025Q4: 10,017 shares; 2026Q1: 11,559 shares 11,559 $1.51M 0.01% +1,542 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: 5,338 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,343 shares; 2025Q3: 5,175 shares; 2025Q4: 5,210 shares; 2026Q1: 5,175 shares 5,175 $1.51M 0.01% -35 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 18,775 shares 18,775 $1.5M 0.01% +13,900 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: 21,832 shares; 2024Q4: 18,978 shares; 2025Q1: 20,947 shares; 2025Q2: 26,070 shares; 2025Q3: 25,263 shares; 2025Q4: 25,362 shares; 2026Q1: 25,384 shares 25,384 $1.46M 0.01% +22 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: 5,961 shares; 2024Q4: 17,216 shares; 2025Q1: 40,043 shares; 2025Q2: 37,038 shares; 2025Q3: 45,383 shares; 2025Q4: 45,383 shares; 2026Q1: 46,161 shares 46,161 $1.42M 0.01% +778 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,855 shares; 2025Q1: 6,877 shares; 2025Q2: 6,768 shares; 2025Q3: 6,750 shares; 2025Q4: 6,796 shares; 2026Q1: 6,635 shares 6,635 $1.38M 0.01% -161 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,120 shares; 2025Q4: 1,123 shares; 2026Q1: 1,180 shares 1,180 $1.37M 0.01% +57 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,868 shares; 2025Q1: 8,720 shares; 2025Q2: 8,596 shares; 2025Q3: 9,734 shares; 2025Q4: 9,203 shares; 2026Q1: 6,963 shares 6,963 $1.37M 0.01% -2,240 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: 31,744 shares; 2024Q4: 31,489 shares; 2025Q1: 31,775 shares; 2025Q2: 30,816 shares; 2025Q3: 15,068 shares; 2025Q4: 13,254 shares; 2026Q1: 11,070 shares 11,070 $1.34M 0.01% -2,184 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: 24,733 shares; 2024Q4: 22,257 shares; 2025Q1: 22,282 shares; 2025Q2: 21,326 shares; 2025Q3: 20,410 shares; 2025Q4: 20,423 shares; 2026Q1: 13,791 shares 13,791 $1.33M 0.01% -6,632 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,816 shares; 2024Q4: 29,722 shares; 2025Q1: 28,149 shares; 2025Q2: 27,209 shares; 2025Q3: 26,974 shares; 2025Q4: 26,372 shares; 2026Q1: 25,069 shares 25,069 $1.27M 0.01% -1,303 Timeline SLYG 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: 19,150 shares; 2024Q4: 18,412 shares; 2025Q1: 18,231 shares; 2025Q2: 14,492 shares; 2025Q3: 14,440 shares; 2025Q4: 14,340 shares; 2026Q1: 13,025 shares 13,025 $1.26M 0.01% -1,315 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: 2,044 shares; 2024Q4: 1,729 shares; 2025Q1: 1,757 shares; 2025Q2: 1,729 shares; 2025Q3: 1,711 shares; 2025Q4: 1,758 shares; 2026Q1: 1,842 shares 1,842 $1.26M 0.01% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,216 shares 4,216 $1.26M 0.01% new 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: 12,007 shares; 2024Q4: 42,217 shares; 2025Q1: 40,755 shares; 2025Q2: 40,755 shares; 2025Q3: 40,711 shares; 2025Q4: 41,083 shares; 2026Q1: 40,873 shares 40,873 $1.25M 0.01% -210 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: 10,193 shares; 2024Q4: 11,086 shares; 2025Q1: 9,990 shares; 2025Q2: 9,912 shares; 2025Q3: 9,929 shares; 2025Q4: 19,502 shares; 2026Q1: 20,023 shares 20,023 $1.23M 0.01% +521 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 8,438 shares; 2025Q1: 10,123 shares; 2025Q2: 10,103 shares; 2025Q3: 10,294 shares; 2025Q4: 11,020 shares; 2026Q1: 12,486 shares 12,486 $1.21M 0.01% +1,466 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,732 shares; 2025Q3: 3,705 shares; 2025Q4: 3,615 shares; 2026Q1: 4,261 shares 4,261 $1.19M 0.01% +646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,860 shares 7,860 $1.18M 0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,209 shares; 2024Q4: 27,943 shares; 2025Q1: 27,466 shares; 2025Q2: 21,495 shares; 2025Q3: 17,698 shares; 2025Q4: 17,506 shares; 2026Q1: 11,928 shares 11,928 $1.13M 0.01% -5,578 Timeline MUB 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: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 5,515 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,654 shares; 2026Q1: 10,516 shares 10,516 $1.12M 0.01% +4,862 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,271 shares; 2025Q1: 4,092 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,064 shares; 2026Q1: 4,064 shares 4,064 $1.1M 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 5,990 shares; 2025Q1: 6,053 shares; 2025Q2: 14,650 shares; 2025Q3: 5,560 shares; 2025Q4: 5,552 shares; 2026Q1: 5,552 shares 5,552 $1.1M 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,380 shares; 2025Q4: 8,380 shares; 2026Q1: 8,180 shares 8,180 $1.08M 0.01% -200 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4,046 shares; 2025Q1: 4,046 shares; 2025Q2: 4,146 shares; 2025Q3: 4,131 shares; 2025Q4: 4,033 shares; 2026Q1: 5,054 shares 5,054 $1.04M 0.01% +1,021 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,532 shares; 2024Q4: 27,933 shares; 2025Q1: 27,858 shares; 2025Q2: 25,064 shares; 2025Q3: 13,815 shares; 2025Q4: 15,165 shares; 2026Q1: 14,850 shares 14,850 $1.04M 0.01% -315 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: 3,348 shares; 2024Q4: 3,262 shares; 2025Q1: 3,353 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,057 shares; 2026Q1: 3,044 shares 3,044 $1.04M 0.01% -13 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: 2,268 shares; 2024Q4: 2,170 shares; 2025Q1: 3,193 shares; 2025Q2: 2,692 shares; 2025Q3: 2,960 shares; 2025Q4: 2,978 shares; 2026Q1: 2,797 shares 2,797 $1.04M 0.01% -181 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,148 shares; 2025Q4: 34,148 shares; 2026Q1: 34,148 shares 34,148 $1.04M 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,652 shares; 2025Q1: 5,009 shares; 2025Q2: 5,009 shares; 2025Q3: 4,923 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares 4,930 $1.03M 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 6,344 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares 6,352 $999K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,454 shares 3,454 $980K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,169 shares; 2025Q1: 4,169 shares; 2025Q2: 3,572 shares; 2025Q3: 3,307 shares; 2025Q4: 3,315 shares; 2026Q1: 2,948 shares 2,948 $964K 0.01% -367 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: 1,740 shares; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,728 shares; 2025Q3: 1,712 shares; 2025Q4: 1,714 shares; 2026Q1: 1,780 shares 1,780 $958K 0.01% +66 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 14,857 shares; 2025Q1: 15,117 shares; 2025Q2: 13,352 shares; 2025Q3: 13,352 shares; 2025Q4: 13,552 shares; 2026Q1: 16,794 shares 16,794 $954K 0.01% +3,242 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,783 shares; 2024Q4: 15,637 shares; 2025Q1: 15,637 shares; 2025Q2: 15,363 shares; 2025Q3: 15,363 shares; 2025Q4: 15,423 shares; 2026Q1: 15,423 shares 15,423 $953K 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: 27,144 shares; 2024Q4: 15,344 shares; 2025Q1: 14,242 shares; 2025Q2: 11,525 shares; 2025Q3: 11,415 shares; 2025Q4: 11,269 shares; 2026Q1: 10,178 shares 10,178 $947K 0.01% -1,091 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 10,184 shares; 2025Q1: 10,184 shares; 2025Q2: 12,710 shares; 2025Q3: 12,710 shares; 2025Q4: 11,992 shares; 2026Q1: 11,992 shares 11,992 $943K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 31,098 shares; 2025Q1: 31,098 shares; 2025Q2: 29,158 shares; 2025Q3: 29,158 shares; 2025Q4: 31,273 shares; 2026Q1: 30,708 shares 30,708 $931K 0.01% -565 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: 44,340 shares; 2024Q4: 38,665 shares; 2025Q1: 34,556 shares; 2025Q2: 37,916 shares; 2025Q3: 17,113 shares; 2025Q4: 15,497 shares; 2026Q1: 20,702 shares 20,702 $914K 0.01% +5,205 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,270 shares; 2024Q4: 14,270 shares; 2025Q1: 14,270 shares; 2025Q2: 14,410 shares; 2025Q3: 14,410 shares; 2025Q4: 14,410 shares; 2026Q1: 14,410 shares 14,410 $888K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 16,509 shares; 2025Q1: 16,509 shares; 2025Q2: 14,169 shares; 2025Q3: 14,090 shares; 2025Q4: 13,825 shares; 2026Q1: 22,469 shares 22,469 $858K 0.01% +8,644 Timeline IYF 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: 7,041 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares 7,041 $828K 0.01% 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: 15,015 shares; 2024Q4: 12,652 shares; 2025Q1: 12,713 shares; 2025Q2: 12,910 shares; 2025Q3: 14,216 shares; 2025Q4: 9,934 shares; 2026Q1: 10,137 shares 10,137 $821K 0.01% +203 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,836 shares; 2025Q4: 4,830 shares; 2026Q1: 4,830 shares 4,830 $816K 0.01% 0 Timeline IYC 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: 8,370 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,370 shares; 2026Q1: 8,370 shares 8,370 $811K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,519 shares; 2025Q1: 5,526 shares; 2025Q2: 3,909 shares; 2025Q3: 3,769 shares; 2025Q4: 4,719 shares; 2026Q1: 4,719 shares 4,719 $808K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,298 shares; 2025Q2: 146,794 shares; 2025Q3: 13,573 shares; 2025Q4: 11,948 shares; 2026Q1: 9,948 shares 9,948 $801K 0.01% -2,000 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,073 shares 24,073 $801K 0.01% new Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,210 shares; 2025Q1: 32,210 shares; 2025Q2: 32,210 shares; 2025Q3: 32,210 shares; 2025Q4: 32,210 shares; 2026Q1: 32,210 shares 32,210 $800K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,573 shares; 2024Q4: 27,186 shares; 2025Q1: 24,531 shares; 2025Q2: 24,095 shares; 2025Q3: 22,091 shares; 2025Q4: 22,091 shares; 2026Q1: 19,514 shares 19,514 $786K 0.01% -2,577 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,176 shares; 2025Q2: 1,408 shares; 2025Q3: 1,423 shares; 2025Q4: 7,770 shares; 2026Q1: 7,505 shares 7,505 $785K 0.01% -265 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,146 shares; 2024Q4: 298,046 shares; 2025Q1: 312,427 shares; 2025Q2: 302,314 shares; 2025Q3: 25,030 shares; 2025Q4: 22,677 shares; 2026Q1: 15,444 shares 15,444 $779K 0.01% -7,233 Timeline MGV 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: 4,340 shares; 2024Q4: 5,315 shares; 2025Q1: 5,315 shares; 2025Q2: 5,315 shares; 2025Q3: 5,415 shares; 2025Q4: 5,315 shares; 2026Q1: 5,315 shares 5,315 $770K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares 3,914 $758K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 745 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 712 shares; 2025Q4: 686 shares; 2026Q1: 691 shares 691 $754K 0.01% +5 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: 8,351 shares; 2024Q4: 8,351 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,102 shares; 2025Q4: 8,116 shares; 2026Q1: 6,552 shares 6,552 $753K 0.01% -1,564 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: 16,056 shares; 2024Q4: 16,037 shares; 2025Q1: 16,037 shares; 2025Q2: 16,037 shares; 2025Q3: 10,907 shares; 2025Q4: 11,192 shares; 2026Q1: 10,513 shares 10,513 $750K 0.01% -679 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,568 shares; 2025Q3: 1,528 shares; 2025Q4: 1,998 shares; 2026Q1: 2,203 shares 2,203 $745K 0.01% +205 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: 2,439 shares; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,361 shares; 2025Q3: 1,675 shares; 2025Q4: 1,692 shares; 2026Q1: 2,199 shares 2,199 $743K 0.01% +507 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 18,406 shares; 2025Q1: 19,404 shares; 2025Q2: 18,401 shares; 2025Q3: 18,294 shares; 2025Q4: 18,396 shares; 2026Q1: 29,862 shares 29,862 $739K 0.01% +11,466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 3,267 shares; 2026Q1: 5,216 shares 5,216 $709K 0.01% +1,949 Timeline DLN 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: 7,802 shares; 2024Q4: 7,802 shares; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,802 shares 7,802 $697K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 14,316 shares; 2025Q1: 14,332 shares; 2025Q2: 13,782 shares; 2025Q3: 11,831 shares; 2025Q4: 11,831 shares; 2026Q1: 12,815 shares 12,815 $694K 0.01% +984 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: 6,165 shares; 2024Q4: 6,132 shares; 2025Q1: 6,332 shares; 2025Q2: 6,272 shares; 2025Q3: 6,413 shares; 2025Q4: 6,002 shares; 2026Q1: 6,475 shares 6,475 $692K 0.01% +473 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,742 shares; 2025Q1: 4,783 shares; 2025Q2: 4,635 shares; 2025Q3: 4,577 shares; 2025Q4: 4,594 shares; 2026Q1: 5,842 shares 5,842 $676K 0.01% +1,248 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: 7,618 shares; 2024Q4: 7,509 shares; 2025Q1: 7,340 shares; 2025Q2: 6,990 shares; 2025Q3: 7,034 shares; 2025Q4: 6,653 shares; 2026Q1: 6,153 shares 6,153 $675K 0.01% -500 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,758 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares 4,823 $671K 0.01% 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: 3,444 shares; 2024Q4: 2,385 shares; 2025Q1: 2,429 shares; 2025Q2: 2,108 shares; 2025Q3: 1,808 shares; 2025Q4: 1,902 shares; 2026Q1: 2,101 shares 2,101 $668K 0.01% +199 Timeline GIGB 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: 18,251 shares; 2024Q4: 15,691 shares; 2025Q1: 15,691 shares; 2025Q2: 15,691 shares; 2025Q3: 15,691 shares; 2025Q4: 15,691 shares; 2026Q1: 14,497 shares 14,497 $664K 0.01% -1,194 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: 846 shares; 2024Q4: 770 shares; 2025Q1: 818 shares; 2025Q2: 728 shares; 2025Q3: 667 shares; 2025Q4: 689 shares; 2026Q1: 713 shares 713 $638K 0.01% +24 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: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,847 shares; 2026Q1: 1,825 shares 1,825 $630K 0.01% -22 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,364 shares; 2025Q1: 2,344 shares; 2025Q2: 3,625 shares; 2025Q3: 2,444 shares; 2025Q4: 2,353 shares; 2026Q1: 2,328 shares 2,328 $621K 0.01% -25 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: 115,810 shares; 2024Q4: 108,615 shares; 2025Q1: 105,751 shares; 2025Q2: 88,635 shares; 2025Q3: 64,040 shares; 2025Q4: 47,887 shares; 2026Q1: 21,502 shares 21,502 $617K 0.01% -26,385 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,773 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,812 shares; 2026Q1: 5,612 shares 5,612 $607K 0.01% +800 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,044 shares; 2025Q2: 6,078 shares; 2025Q3: 6,034 shares; 2025Q4: 6,034 shares; 2026Q1: 6,034 shares 6,034 $600K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,469 shares; 2025Q1: 5,398 shares; 2025Q2: 5,312 shares; 2025Q3: 3,291 shares; 2025Q4: 3,092 shares; 2026Q1: 2,440 shares 2,440 $593K 0.01% -652 Timeline IYJ 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: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,988 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares 4,002 $590K 0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,311 shares; 2024Q4: 37,311 shares; 2025Q1: 37,311 shares; 2025Q2: 26,773 shares; 2025Q3: 26,748 shares; 2025Q4: 26,748 shares; 2026Q1: 26,748 shares 26,748 $589K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 4,783 shares; 2025Q1: 4,795 shares; 2025Q2: 3,338 shares; 2025Q3: 3,380 shares; 2025Q4: 3,347 shares; 2026Q1: 3,108 shares 3,108 $589K 0.01% -239 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,573 shares; 2025Q1: 4,762 shares; 2025Q2: 4,762 shares; 2025Q3: 5,052 shares; 2025Q4: 5,531 shares; 2026Q1: 5,531 shares 5,531 $589K 0.01% 0 Timeline IDV 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: 13,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,783 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 13,740 shares; 2026Q1: 13,740 shares 13,740 $585K 0.01% 0 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: 40,088 shares; 2024Q4: 37,303 shares; 2025Q1: 35,131 shares; 2025Q2: 24,673 shares; 2025Q3: 22,197 shares; 2025Q4: 19,232 shares; 2026Q1: 6,513 shares 6,513 $584K 0.01% -12,719 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,439 shares; 2025Q1: 6,423 shares; 2025Q2: 7,467 shares; 2025Q3: 5,773 shares; 2025Q4: 5,773 shares; 2026Q1: 5,673 shares 5,673 $583K 0.01% -100 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: 6,180 shares; 2024Q4: 18,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,663 shares; 2025Q4: 19,470 shares; 2026Q1: 18,795 shares 18,795 $582K 0.01% -675 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 2,864 shares; 2025Q1: 2,784 shares; 2025Q2: 3,841 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares; 2026Q1: 2,745 shares 2,745 $579K 0.01% -610 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: 185 shares; 2024Q4: 182 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 137 shares 137 $577K 0.01% -21 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,225 shares; 2025Q3: 2,453 shares; 2025Q4: 2,691 shares; 2026Q1: 2,691 shares 2,691 $568K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,097 shares; 2025Q1: 3,059 shares; 2025Q2: 2,931 shares; 2025Q3: 4,899 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620 $562K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 6,517 shares; 2025Q1: 6,517 shares; 2025Q2: 6,517 shares; 2025Q3: 6,557 shares; 2025Q4: 6,601 shares; 2026Q1: 6,601 shares 6,601 $551K 0.01% 0 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: 11,615 shares; 2024Q4: 5,862 shares; 2025Q1: 5,956 shares; 2025Q2: 6,028 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,944 shares 3,944 $550K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: not reported; 2025Q3: 7,351 shares; 2025Q4: 7,351 shares; 2026Q1: 7,981 shares 7,981 $544K <0.01% +630 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: 1,223 shares; 2024Q4: 1,226 shares; 2025Q1: 1,218 shares; 2025Q2: 1,367 shares; 2025Q3: 1,271 shares; 2025Q4: 1,274 shares; 2026Q1: 1,242 shares 1,242 $542K <0.01% -32 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: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,401 shares; 2025Q2: 3,261 shares; 2025Q3: 3,229 shares; 2025Q4: 2,871 shares; 2026Q1: 2,451 shares 2,451 $531K <0.01% -420 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $519K <0.01% 0 Timeline SPYG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,764 shares; 2026Q1: 5,184 shares 5,184 $508K <0.01% +420 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 17,001 shares; 2025Q1: 17,660 shares; 2025Q2: 17,059 shares; 2025Q3: 17,116 shares; 2025Q4: 18,820 shares; 2026Q1: 17,348 shares 17,348 $504K <0.01% -1,472 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 11,178 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 10,214 shares; 2026Q1: 10,214 shares 10,214 $501K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 4,976 shares; 2025Q4: 4,976 shares; 2026Q1: 4,976 shares 4,976 $501K <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: 9,067 shares; 2024Q4: 8,999 shares; 2025Q1: 8,374 shares; 2025Q2: 8,174 shares; 2025Q3: 7,580 shares; 2025Q4: 7,607 shares; 2026Q1: 7,693 shares 7,693 $497K <0.01% +86 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 18,439 shares 18,439 $496K <0.01% +9,139 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,663 shares; 2025Q1: 1,794 shares; 2025Q2: 1,433 shares; 2025Q3: 1,394 shares; 2025Q4: 1,396 shares; 2026Q1: 1,629 shares 1,629 $495K <0.01% +233 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,274 shares; 2025Q1: 4,473 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares; 2026Q1: 2,746 shares 2,746 $491K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,613 shares; 2025Q1: 6,613 shares; 2025Q2: 6,613 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,250 shares 6,250 $490K <0.01% -300 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,032 shares; 2026Q1: 4,047 shares 4,047 $489K <0.01% +15 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 712 shares; 2025Q1: 713 shares; 2025Q2: 662 shares; 2025Q3: 653 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $477K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 6,731 shares; 2025Q2: 6,731 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,694 shares 3,694 $473K <0.01% -133 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,876 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,856 shares; 2026Q1: 9,856 shares 9,856 $472K <0.01% 0 Timeline MGC 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares 1,995 $472K <0.01% 0 Timeline LQD 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: 3,448 shares; 2024Q4: 3,499 shares; 2025Q1: 2,777 shares; 2025Q2: 6,518 shares; 2025Q3: 4,419 shares; 2025Q4: 4,321 shares; 2026Q1: 4,312 shares 4,312 $470K <0.01% -9 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: 10,067 shares; 2024Q4: 6,150 shares; 2025Q1: 6,358 shares; 2025Q2: 5,683 shares; 2025Q3: 5,651 shares; 2025Q4: 5,665 shares; 2026Q1: 5,196 shares 5,196 $470K <0.01% -469 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,581 shares 27,581 $469K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares 3,150 $461K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,126 shares; 2025Q3: 1,964 shares; 2025Q4: 2,528 shares; 2026Q1: 3,633 shares 3,633 $459K <0.01% +1,105 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,907 shares; 2024Q4: 9,557 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $458K <0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,054 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares; 2026Q1: 6,054 shares 6,054 $457K <0.01% 0 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: 3,172 shares; 2024Q4: 3,003 shares; 2025Q1: 3,133 shares; 2025Q2: 3,159 shares; 2025Q3: 3,172 shares; 2025Q4: 3,153 shares; 2026Q1: 3,839 shares 3,839 $455K <0.01% +686 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: 9,094 shares; 2024Q4: 5,599 shares; 2025Q1: 5,598 shares; 2025Q2: 5,598 shares; 2025Q3: 2,198 shares; 2025Q4: 2,345 shares; 2026Q1: 4,825 shares 4,825 $453K <0.01% +2,480 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,111 shares 1,111 $453K <0.01% +1 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: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 4,419 shares; 2025Q3: 1,669 shares; 2025Q4: 1,785 shares; 2026Q1: 2,841 shares 2,841 $447K <0.01% +1,056 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: 1,840 shares; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 1,251 shares 1,251 $446K <0.01% +343 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: 2,195 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,536 shares; 2025Q3: 1,527 shares; 2025Q4: 1,537 shares; 2026Q1: 1,791 shares 1,791 $443K <0.01% +254 Timeline GEM 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: 10,226 shares; 2024Q4: 11,793 shares; 2025Q1: 11,576 shares; 2025Q2: 11,576 shares; 2025Q3: 10,009 shares; 2025Q4: 10,009 shares; 2026Q1: 10,009 shares 10,009 $432K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 4,080 shares; 2025Q3: 3,990 shares; 2025Q4: 4,154 shares; 2026Q1: 4,657 shares 4,657 $430K <0.01% +503 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,095 shares; 2025Q1: 889 shares; 2025Q2: 895 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 871 shares 871 $427K <0.01% -5 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,634 shares; 2025Q3: 2,625 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares 2,609 $422K <0.01% 0 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: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,642 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares 2,962 $422K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 3,610 shares; 2025Q1: 4,649 shares; 2025Q2: 5,398 shares; 2025Q3: 5,337 shares; 2025Q4: 5,480 shares; 2026Q1: 3,094 shares 3,094 $421K <0.01% -2,386 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 9,935 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,110 shares; 2025Q4: 9,130 shares; 2026Q1: 9,130 shares 9,130 $414K <0.01% 0 Timeline VHT 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: 1,709 shares; 2024Q4: 1,500 shares; 2025Q1: 1,782 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $408K <0.01% 0 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: 2,647 shares; 2024Q4: 2,659 shares; 2025Q1: 2,675 shares; 2025Q2: 2,670 shares; 2025Q3: 843 shares; 2025Q4: 844 shares; 2026Q1: 978 shares 978 $408K <0.01% +134 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 6,758 shares; 2025Q1: 7,067 shares; 2025Q2: 4,591 shares; 2025Q3: 4,591 shares; 2025Q4: 6,488 shares; 2026Q1: 4,101 shares 4,101 $407K <0.01% -2,387 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,561 shares 1,561 $402K <0.01% +222 Timeline HYG 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: 5,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares 5,023 $400K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 4,669 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,575 shares; 2025Q4: 5,425 shares; 2026Q1: 5,425 shares 5,425 $393K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,556 shares; 2025Q1: 7,511 shares; 2025Q2: 8,463 shares; 2025Q3: 7,511 shares; 2025Q4: 7,360 shares; 2026Q1: 6,982 shares 6,982 $390K <0.01% -378 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,308 shares; 2025Q1: 4,395 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 8,205 shares; 2026Q1: 9,621 shares 9,621 $389K <0.01% +1,416 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: 2,874 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 3,884 shares; 2025Q3: 3,826 shares; 2025Q4: 3,840 shares; 2026Q1: 4,182 shares 4,182 $387K <0.01% +342 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: 1,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 2,145 shares; 2026Q1: 1,895 shares 1,895 $386K <0.01% -250 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,924 shares 8,924 $385K <0.01% new Timeline MGK 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: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $380K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,491 shares; 2025Q1: 3,417 shares; 2025Q2: 3,629 shares; 2025Q3: 2,374 shares; 2025Q4: 2,506 shares; 2026Q1: 2,496 shares 2,496 $374K <0.01% -10 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,708 shares 3,708 $372K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,497 shares; 2025Q4: 3,617 shares; 2026Q1: 4,181 shares 4,181 $369K <0.01% +564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,477 shares 3,477 $366K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,192 shares 3,192 $356K <0.01% new 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: 3,140 shares; 2024Q4: 2,040 shares; 2025Q1: 1,973 shares; 2025Q2: 1,472 shares; 2025Q3: 1,872 shares; 2025Q4: 1,503 shares; 2026Q1: 1,778 shares 1,778 $354K <0.01% +275 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,247 shares; 2024Q4: 7,703 shares; 2025Q1: 7,953 shares; 2025Q2: 7,587 shares; 2025Q3: 6,745 shares; 2025Q4: 6,756 shares; 2026Q1: 6,225 shares 6,225 $351K <0.01% -531 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,038 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,771 shares 3,771 $350K <0.01% 0 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: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares; 2026Q1: 2,635 shares 2,635 $349K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,727 shares; 2025Q4: 7,454 shares; 2026Q1: 7,454 shares 7,454 $342K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,943 shares 1,943 $336K <0.01% new Timeline PRF 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: 49,162 shares; 2024Q4: 43,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,391 shares; 2026Q1: 6,936 shares 6,936 $330K <0.01% -1,455 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,268 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares; 2026Q1: 1,107 shares 1,107 $324K <0.01% -3 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,680 shares; 2025Q2: 1,486 shares; 2025Q3: 1,493 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares 2,952 $322K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,766 shares; 2025Q1: 3,667 shares; 2025Q2: 3,288 shares; 2025Q3: 2,986 shares; 2025Q4: 3,070 shares; 2026Q1: 3,062 shares 3,062 $317K <0.01% -8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 4,478 shares; 2025Q1: 4,128 shares; 2025Q2: 4,128 shares; 2025Q3: 3,999 shares; 2025Q4: 4,029 shares; 2026Q1: 3,878 shares 3,878 $317K <0.01% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 554 shares; 2025Q4: 671 shares; 2026Q1: 683 shares 683 $315K <0.01% +12 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: 1,449 shares; 2024Q4: 1,410 shares; 2025Q1: 1,370 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,527 shares; 2026Q1: 1,179 shares 1,179 $314K <0.01% -348 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,741 shares; 2025Q3: 2,231 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares 2,246 $313K <0.01% 0 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: 2,438 shares; 2024Q4: 2,417 shares; 2025Q1: 2,393 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,401 shares; 2026Q1: 2,138 shares 2,138 $309K <0.01% -263 Timeline IHF 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: 7,365 shares; 2024Q4: 7,365 shares; 2025Q1: 7,365 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares; 2026Q1: 7,365 shares 7,365 $308K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 7,489 shares; 2025Q1: 7,751 shares; 2025Q2: 7,215 shares; 2025Q3: 6,761 shares; 2025Q4: 9,926 shares; 2026Q1: 6,689 shares 6,689 $307K <0.01% -3,237 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 3,757 shares; 2025Q1: 3,157 shares; 2025Q2: 3,251 shares; 2025Q3: 3,219 shares; 2025Q4: 3,421 shares; 2026Q1: 3,260 shares 3,260 $304K <0.01% -161 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,703 shares; 2026Q1: 8,703 shares 8,703 $300K <0.01% 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: 6,279 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,522 shares; 2025Q4: not reported; 2026Q1: 1,226 shares 1,226 $299K <0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 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 $298K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 663 shares 663 $296K <0.01% -77 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 7,906 shares; 2025Q1: 7,906 shares; 2025Q2: 7,906 shares; 2025Q3: 7,906 shares; 2025Q4: 7,906 shares; 2026Q1: 7,906 shares 7,906 $296K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,709 shares; 2025Q1: 3,735 shares; 2025Q2: 3,607 shares; 2025Q3: 3,335 shares; 2025Q4: 3,340 shares; 2026Q1: 2,610 shares 2,610 $295K <0.01% -730 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,428 shares; 2025Q1: 1,440 shares; 2025Q2: 1,428 shares; 2025Q3: 1,220 shares; 2025Q4: 1,227 shares; 2026Q1: 1,221 shares 1,221 $292K <0.01% -6 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 5,500 shares; 2025Q4: 8,750 shares; 2026Q1: 5,750 shares 5,750 $291K <0.01% -3,000 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,966 shares; 2025Q1: 4,918 shares; 2025Q2: 4,692 shares; 2025Q3: 4,454 shares; 2025Q4: 4,432 shares; 2026Q1: 4,357 shares 4,357 $285K <0.01% -75 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: 7,239 shares; 2024Q4: 7,239 shares; 2025Q1: 7,239 shares; 2025Q2: 7,239 shares; 2025Q3: 7,239 shares; 2025Q4: 7,239 shares; 2026Q1: 7,239 shares 7,239 $281K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares 895 $281K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 1,816 shares; 2025Q4: 2,244 shares; 2026Q1: 2,074 shares 2,074 $281K <0.01% -170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,309 shares; 2025Q3: 5,918 shares; 2025Q4: 6,123 shares; 2026Q1: 6,814 shares 6,814 $280K <0.01% +691 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,712 shares 3,712 $279K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,824 shares 4,824 $278K <0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares 3,115 $275K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,328 shares 1,328 $273K <0.01% +197 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,694 shares; 2024Q4: 11,423 shares; 2025Q1: 11,399 shares; 2025Q2: 11,075 shares; 2025Q3: 10,499 shares; 2025Q4: 10,460 shares; 2026Q1: 8,165 shares 8,165 $271K <0.01% -2,295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,446 shares 10,446 $268K <0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,031 shares; 2025Q1: 1,156 shares; 2025Q2: 1,146 shares; 2025Q3: 1,133 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $262K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 944 shares; 2025Q4: 952 shares; 2026Q1: 938 shares 938 $261K <0.01% -14 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: 7,803 shares; 2024Q4: 7,601 shares; 2025Q1: 7,740 shares; 2025Q2: 7,601 shares; 2025Q3: 6,607 shares; 2025Q4: 7,334 shares; 2026Q1: 6,907 shares 6,907 $257K <0.01% -427 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: 7,071 shares; 2025Q3: 7,010 shares; 2025Q4: 7,010 shares; 2026Q1: 7,010 shares 7,010 $255K <0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,445 shares 6,445 $253K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,037 shares; 2025Q2: 961 shares; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,456 shares 1,456 $253K <0.01% +257 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: 2,556 shares; 2024Q4: 2,350 shares; 2025Q1: 2,373 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 1,696 shares; 2026Q1: 1,881 shares 1,881 $249K <0.01% +185 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: 4,391 shares; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,597 shares; 2025Q3: 3,548 shares; 2025Q4: 3,556 shares; 2026Q1: 2,697 shares 2,697 $248K <0.01% -859 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,191 shares; 2025Q1: 4,191 shares; 2025Q2: 4,326 shares; 2025Q3: 4,171 shares; 2025Q4: 4,181 shares; 2026Q1: 4,171 shares 4,171 $247K <0.01% -10 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 18,289 shares; 2025Q1: 17,771 shares; 2025Q2: 17,721 shares; 2025Q3: 2,903 shares; 2025Q4: 2,717 shares; 2026Q1: 2,779 shares 2,779 $246K <0.01% +62 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,609 shares; 2024Q4: 25,842 shares; 2025Q1: 25,098 shares; 2025Q2: 25,098 shares; 2025Q3: 24,454 shares; 2025Q4: 24,454 shares; 2026Q1: 24,454 shares 24,454 $245K <0.01% 0 Timeline CVY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,985 shares 8,985 $243K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,259 shares 3,259 $242K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $242K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 493 shares 493 $237K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 319 shares; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 304 shares 304 $235K <0.01% -5 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,185 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $230K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares 468 $227K <0.01% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 892 shares; 2025Q2: 896 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $223K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares 1,171 $218K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,153 shares; 2024Q4: 436,417 shares; 2025Q1: 434,235 shares; 2025Q2: 425,005 shares; 2025Q3: 20,858 shares; 2025Q4: not reported; 2026Q1: 12,611 shares 12,611 $217K <0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $215K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 915 shares; 2025Q4: 966 shares; 2026Q1: 607 shares 607 $215K <0.01% -359 Timeline PFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares 4,170 $213K <0.01% 0 Timeline EFG 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: 3,797 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,489 shares; 2025Q4: 2,667 shares; 2026Q1: 1,910 shares 1,910 $213K <0.01% -757 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: 953 shares; 2024Q4: 944 shares; 2025Q1: 956 shares; 2025Q2: 944 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares 779 $212K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,209 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,444 shares; 2025Q4: 10,564 shares; 2026Q1: 10,564 shares 10,564 $212K <0.01% 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: 1,471 shares; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,353 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360 $211K <0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $211K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 842 shares; 2026Q1: 842 shares 842 $210K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 11,238 shares; 2025Q1: 11,254 shares; 2025Q2: 11,075 shares; 2025Q3: 3,414 shares; 2025Q4: 1,231 shares; 2026Q1: 986 shares 986 $204K <0.01% -245 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,171 shares 4,171 $202K <0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,310 shares; 2024Q4: 17,310 shares; 2025Q1: 16,133 shares; 2025Q2: 16,133 shares; 2025Q3: 16,133 shares; 2025Q4: 16,133 shares; 2026Q1: 16,133 shares 16,133 $199K <0.01% 0 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 18,765 shares; 2025Q1: 14,765 shares; 2025Q2: 14,765 shares; 2025Q3: 14,765 shares; 2025Q4: 14,765 shares; 2026Q1: 14,765 shares 14,765 $176K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 576 shares; 2025Q4: 672 shares; 2026Q1: 691 shares 691 $150K <0.01% +19 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,373 shares 10,373 $113K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,887 shares 16,887 $86.1K <0.01% new Timeline