VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823,649 shares 823,649 $63.7M 14.41% new Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114,630 shares 1,114,630 $48M 10.84% new Timeline IGF 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: 290,292 shares; 2024Q4: 288,535 shares; 2025Q1: 328,853 shares; 2025Q2: 306,162 shares; 2025Q3: 315,138 shares; 2025Q4: 331,640 shares; 2026Q1: 348,959 shares 348,959 $23.4M 5.29% +17,319 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,019 shares; 2024Q4: 52,108 shares; 2025Q1: 62,844 shares; 2025Q2: 58,899 shares; 2025Q3: 68,922 shares; 2025Q4: 66,706 shares; 2026Q1: 79,289 shares 79,289 $20.1M 4.55% +12,583 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: 73,954 shares; 2024Q4: 68,254 shares; 2025Q1: 74,826 shares; 2025Q2: 73,921 shares; 2025Q3: 70,880 shares; 2025Q4: 68,442 shares; 2026Q1: 86,912 shares 86,912 $15.2M 3.43% +18,470 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: 23,744 shares; 2024Q4: 23,246 shares; 2025Q1: 28,957 shares; 2025Q2: 28,607 shares; 2025Q3: 29,228 shares; 2025Q4: 28,562 shares; 2026Q1: 39,675 shares 39,675 $14.7M 3.32% +11,113 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: 40,303 shares; 2024Q4: 38,639 shares; 2025Q1: 45,083 shares; 2025Q2: 45,267 shares; 2025Q3: 37,042 shares; 2025Q4: 35,899 shares; 2026Q1: 37,398 shares 37,398 $10.8M 2.43% +1,499 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: 24,607 shares; 2024Q4: 23,988 shares; 2025Q1: 27,900 shares; 2025Q2: 27,374 shares; 2025Q3: 41,130 shares; 2025Q4: 40,462 shares; 2026Q1: 48,877 shares 48,877 $10.2M 2.3% +8,415 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,152 shares; 2024Q4: 239,917 shares; 2025Q1: 203,935 shares; 2025Q2: 202,834 shares; 2025Q3: 180,687 shares; 2025Q4: 181,363 shares; 2026Q1: 196,355 shares 196,355 $9.45M 2.14% +14,992 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,952 shares; 2025Q1: 2,748 shares; 2025Q2: 2,748 shares; 2025Q3: 6,275 shares; 2025Q4: 6,220 shares; 2026Q1: 9,252 shares 9,252 $6.55M 1.48% +3,032 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: 4,701 shares; 2024Q4: 4,646 shares; 2025Q1: 4,986 shares; 2025Q2: 5,004 shares; 2025Q3: 4,904 shares; 2025Q4: 4,837 shares; 2026Q1: 6,479 shares 6,479 $5.96M 1.35% +1,642 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: 18,095 shares; 2025Q1: 19,004 shares; 2025Q2: 18,611 shares; 2025Q3: 19,317 shares; 2025Q4: 19,090 shares; 2026Q1: 34,940 shares 34,940 $5.93M 1.34% +15,850 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,072 shares 18,072 $5.8M 1.31% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,616 shares 113,616 $5.66M 1.28% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 39,414 shares; 2025Q1: 82,331 shares; 2025Q2: 136,620 shares; 2025Q3: 168,892 shares; 2025Q4: 186,062 shares; 2026Q1: 213,474 shares 213,474 $5.41M 1.22% +27,412 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: 19,019 shares; 2024Q4: 18,341 shares; 2025Q1: 13,956 shares; 2025Q2: 13,550 shares; 2025Q3: 13,021 shares; 2025Q4: 12,826 shares; 2026Q1: 17,788 shares 17,788 $5.23M 1.18% +4,962 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: 16,850 shares; 2024Q4: 17,135 shares; 2025Q1: 15,046 shares; 2025Q2: 14,781 shares; 2025Q3: 14,680 shares; 2025Q4: 14,219 shares; 2026Q1: 16,550 shares 16,550 $5.12M 1.16% +2,331 Timeline IBDS 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: 46,127 shares; 2024Q4: 80,119 shares; 2025Q1: 99,119 shares; 2025Q2: 150,594 shares; 2025Q3: 186,375 shares; 2025Q4: 196,693 shares; 2026Q1: 207,912 shares 207,912 $5.04M 1.14% +11,219 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: 24,515 shares; 2024Q4: 23,986 shares; 2025Q1: 26,432 shares; 2025Q2: 26,689 shares; 2025Q3: 19,934 shares; 2025Q4: 19,261 shares; 2026Q1: 39,970 shares 39,970 $4.97M 1.12% +20,709 Timeline IBDR 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: 41,124 shares; 2024Q4: 67,220 shares; 2025Q1: 86,505 shares; 2025Q2: 122,702 shares; 2025Q3: 161,143 shares; 2025Q4: 175,441 shares; 2026Q1: 200,103 shares 200,103 $4.85M 1.1% +24,662 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: 8,580 shares; 2024Q4: 8,243 shares; 2025Q1: 9,284 shares; 2025Q2: 9,121 shares; 2025Q3: 16,617 shares; 2025Q4: 16,413 shares; 2026Q1: 21,721 shares 21,721 $4.72M 1.07% +5,308 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: 6,346 shares; 2024Q4: 6,248 shares; 2025Q1: 7,373 shares; 2025Q2: 7,175 shares; 2025Q3: 6,393 shares; 2025Q4: 6,232 shares; 2026Q1: 7,573 shares 7,573 $4.33M 0.98% +1,341 Timeline VNQI 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: 97,349 shares 97,349 $4.33M 0.98% new Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,700 shares; 2024Q4: 91,770 shares; 2025Q1: 11,820 shares; 2025Q2: 11,820 shares; 2025Q3: 11,820 shares; 2025Q4: 16,760 shares; 2026Q1: 160,487 shares 160,487 $4.29M 0.97% +143,727 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: 9,158 shares; 2024Q4: 4,486 shares; 2025Q1: 9,346 shares; 2025Q2: 9,223 shares; 2025Q3: 9,140 shares; 2025Q4: 9,001 shares; 2026Q1: 15,382 shares 15,382 $3.76M 0.85% +6,381 Timeline SHV 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: 46,731 shares; 2024Q4: 42,727 shares; 2025Q1: 22,818 shares; 2025Q2: 17,899 shares; 2025Q3: 18,964 shares; 2025Q4: 18,499 shares; 2026Q1: 32,982 shares 32,982 $3.64M 0.82% +14,483 Timeline IBDU 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: 10,575 shares; 2025Q2: 16,091 shares; 2025Q3: 18,718 shares; 2025Q4: 29,604 shares; 2026Q1: 148,493 shares 148,493 $3.45M 0.78% +118,889 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: 3,659 shares; 2024Q4: 3,082 shares; 2025Q1: 4,721 shares; 2025Q2: 4,634 shares; 2025Q3: 4,618 shares; 2025Q4: 4,546 shares; 2026Q1: 6,494 shares 6,494 $3.11M 0.7% +1,948 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: 6,237 shares; 2024Q4: 6,286 shares; 2025Q1: 7,352 shares; 2025Q2: 7,185 shares; 2025Q3: 7,852 shares; 2025Q4: 7,712 shares; 2026Q1: 7,938 shares 7,938 $2.95M 0.67% +226 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: 5,887 shares; 2024Q4: 5,653 shares; 2025Q1: 6,537 shares; 2025Q2: 7,118 shares; 2025Q3: 7,483 shares; 2025Q4: 7,599 shares; 2026Q1: 12,823 shares 12,823 $2.65M 0.6% +5,224 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: 1,973 shares; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: 8,565 shares; 2025Q3: 8,641 shares; 2025Q4: 8,479 shares; 2026Q1: 7,686 shares 7,686 $2.6M 0.59% -793 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: 3,598 shares; 2024Q4: 3,606 shares; 2025Q1: 3,870 shares; 2025Q2: 3,836 shares; 2025Q3: 5,482 shares; 2025Q4: 4,797 shares; 2026Q1: 7,595 shares 7,595 $2.5M 0.56% +2,798 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: 11,792 shares; 2024Q4: 11,161 shares; 2025Q1: 12,655 shares; 2025Q2: 12,329 shares; 2025Q3: 8,992 shares; 2025Q4: 8,756 shares; 2026Q1: 17,018 shares 17,018 $2.46M 0.56% +8,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,886 shares; 2025Q4: 1,866 shares; 2026Q1: 3,962 shares 3,962 $2.39M 0.54% +2,096 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: 7,240 shares; 2024Q4: 6,034 shares; 2025Q1: 15,514 shares; 2025Q2: 15,004 shares; 2025Q3: 15,081 shares; 2025Q4: 11,268 shares; 2026Q1: 11,545 shares 11,545 $2.35M 0.53% +277 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: 5,173 shares; 2024Q4: 5,025 shares; 2025Q1: 2,955 shares; 2025Q2: 2,928 shares; 2025Q3: 2,895 shares; 2025Q4: 3,253 shares; 2026Q1: 4,100 shares 4,100 $2.05M 0.46% +847 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: 8,858 shares; 2024Q4: 8,205 shares; 2025Q1: 7,770 shares; 2025Q2: 7,581 shares; 2025Q3: 8,191 shares; 2025Q4: 8,042 shares; 2026Q1: 16,589 shares 16,589 $2M 0.45% +8,547 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: 5,803 shares; 2024Q4: 2,774 shares; 2025Q1: 5,736 shares; 2025Q2: 5,618 shares; 2025Q3: 5,861 shares; 2025Q4: 5,687 shares; 2026Q1: 12,274 shares 12,274 $1.91M 0.43% +6,587 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: not reported; 2024Q4: not reported; 2025Q1: 5,377 shares; 2025Q2: 5,306 shares; 2025Q3: 5,259 shares; 2025Q4: 5,881 shares; 2026Q1: 6,059 shares 6,059 $1.83M 0.41% +178 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: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 1,860 shares 1,860 $1.79M 0.4% +1,051 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,794 shares; 2025Q1: 11,551 shares; 2025Q2: 11,475 shares; 2025Q3: 11,242 shares; 2025Q4: 11,033 shares; 2026Q1: 11,389 shares 11,389 $1.67M 0.38% +356 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: 1,064 shares; 2024Q4: 1,028 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,144 shares; 2025Q4: 1,125 shares; 2026Q1: 1,123 shares 1,123 $1.65M 0.37% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,269 shares; 2025Q4: 2,171 shares; 2026Q1: 9,757 shares 9,757 $1.61M 0.36% +7,586 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: not reported; 2024Q4: 4,659 shares; 2025Q1: 4,659 shares; 2025Q2: 5,179 shares; 2025Q3: 5,279 shares; 2025Q4: 5,279 shares; 2026Q1: 20,638 shares 20,638 $1.6M 0.36% +15,359 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: 4,990 shares; 2024Q4: 6,720 shares; 2025Q1: 9,257 shares; 2025Q2: 9,074 shares; 2025Q3: 8,645 shares; 2025Q4: 8,490 shares; 2026Q1: 15,080 shares 15,080 $1.55M 0.35% +6,590 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: not reported; 2024Q4: not reported; 2025Q1: 13,064 shares; 2025Q2: 5,190 shares; 2025Q3: 5,421 shares; 2025Q4: 5,318 shares; 2026Q1: 7,952 shares 7,952 $1.53M 0.35% +2,634 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: 1,086 shares; 2024Q4: 1,056 shares; 2025Q1: 1,230 shares; 2025Q2: 1,198 shares; 2025Q3: 1,486 shares; 2025Q4: 1,479 shares; 2026Q1: 1,527 shares 1,527 $1.52M 0.34% +48 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: 1,985 shares; 2024Q4: 1,774 shares; 2025Q1: 2,077 shares; 2025Q2: 2,052 shares; 2025Q3: 3,091 shares; 2025Q4: 3,043 shares; 2026Q1: 4,780 shares 4,780 $1.49M 0.34% +1,737 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: 2,065 shares; 2024Q4: 1,984 shares; 2025Q1: 2,376 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,265 shares; 2026Q1: 4,489 shares 4,489 $1.48M 0.33% +2,224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,488 shares; 2026Q1: 8,892 shares 8,892 $1.46M 0.33% +1,404 Timeline IBTG 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: 11,556 shares; 2024Q4: 17,233 shares; 2025Q1: 17,233 shares; 2025Q2: 18,650 shares; 2025Q3: 63,074 shares; 2025Q4: 63,074 shares; 2026Q1: 63,074 shares 63,074 $1.45M 0.33% 0 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: 4,126 shares; 2024Q4: 4,010 shares; 2025Q1: 4,650 shares; 2025Q2: 4,588 shares; 2025Q3: 4,507 shares; 2025Q4: 4,426 shares; 2026Q1: 5,914 shares 5,914 $1.43M 0.32% +1,488 Timeline IBTH 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: 11,842 shares; 2024Q4: 17,655 shares; 2025Q1: 17,655 shares; 2025Q2: 19,101 shares; 2025Q3: 63,532 shares; 2025Q4: 63,532 shares; 2026Q1: 63,532 shares 63,532 $1.43M 0.32% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,148 shares; 2025Q2: 7,007 shares; 2025Q3: 6,955 shares; 2025Q4: 8,424 shares; 2026Q1: 10,605 shares 10,605 $1.39M 0.31% +2,181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,700 shares 13,700 $1.33M 0.3% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,708 shares; 2025Q1: 2,021 shares; 2025Q2: 1,961 shares; 2025Q3: 1,569 shares; 2025Q4: 15,212 shares; 2026Q1: 13,638 shares 13,638 $1.31M 0.3% -1,574 Timeline EAGG 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: 18,466 shares; 2026Q1: 26,858 shares 26,858 $1.28M 0.29% +8,392 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: 3,329 shares; 2024Q4: 3,638 shares; 2025Q1: not reported; 2025Q2: 5,077 shares; 2025Q3: 5,042 shares; 2025Q4: 5,004 shares; 2026Q1: 13,456 shares 13,456 $1.25M 0.28% +8,452 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: 8,175 shares; 2024Q4: 9,411 shares; 2025Q1: 10,851 shares; 2025Q2: 10,714 shares; 2025Q3: 16,252 shares; 2025Q4: 16,136 shares; 2026Q1: 15,545 shares 15,545 $1.18M 0.27% -591 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: not reported; 2024Q4: not reported; 2025Q1: 9,113 shares; 2025Q2: 9,008 shares; 2025Q3: 8,881 shares; 2025Q4: 8,718 shares; 2026Q1: 9,008 shares 9,008 $1.18M 0.27% +290 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: not reported; 2024Q4: not reported; 2025Q1: 25,782 shares; 2025Q2: 24,849 shares; 2025Q3: 25,030 shares; 2025Q4: 24,591 shares; 2026Q1: 25,387 shares 25,387 $1.18M 0.27% +796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,874 shares 17,874 $1.15M 0.26% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 801 shares; 2025Q1: 912 shares; 2025Q2: 1,826 shares; 2025Q3: 1,812 shares; 2025Q4: 1,792 shares; 2026Q1: 2,294 shares 2,294 $1.14M 0.26% +502 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,689 shares; 2025Q1: 3,785 shares; 2025Q2: 3,619 shares; 2025Q3: 3,077 shares; 2025Q4: 3,019 shares; 2026Q1: 4,553 shares 4,553 $1.1M 0.25% +1,534 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: 22,785 shares; 2024Q4: 21,296 shares; 2025Q1: 25,070 shares; 2025Q2: 22,614 shares; 2025Q3: 25,632 shares; 2025Q4: 21,996 shares; 2026Q1: 38,014 shares 38,014 $1.1M 0.25% +16,018 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: 2,014 shares; 2024Q4: 2,754 shares; 2025Q1: 5,981 shares; 2025Q2: 5,816 shares; 2025Q3: 5,807 shares; 2025Q4: 1,309 shares; 2026Q1: 5,811 shares 5,811 $1.08M 0.25% +4,502 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: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 1,822 shares; 2025Q3: 1,785 shares; 2025Q4: 1,748 shares; 2026Q1: 3,057 shares 3,057 $1.04M 0.24% +1,309 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,432 shares; 2025Q2: 4,767 shares; 2025Q3: 4,812 shares; 2025Q4: 4,755 shares; 2026Q1: 3,663 shares 3,663 $1.04M 0.23% -1,092 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: 2,152 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,106 shares; 2025Q3: 1,390 shares; 2025Q4: 1,348 shares; 2026Q1: 3,574 shares 3,574 $1.03M 0.23% +2,226 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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 625 shares; 2025Q4: 3,157 shares; 2026Q1: 3,341 shares 3,341 $1.01M 0.23% +184 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: 3,936 shares; 2024Q4: 3,980 shares; 2025Q1: 4,559 shares; 2025Q2: 4,427 shares; 2025Q3: 4,901 shares; 2025Q4: 4,831 shares; 2026Q1: 6,318 shares 6,318 $1.01M 0.23% +1,487 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: 4,142 shares; 2024Q4: 4,119 shares; 2025Q1: 3,299 shares; 2025Q2: 3,241 shares; 2025Q3: 3,230 shares; 2025Q4: 3,196 shares; 2026Q1: 4,913 shares 4,913 $998K 0.23% +1,717 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: 2,670 shares; 2024Q4: 3,209 shares; 2025Q1: 3,767 shares; 2025Q2: 3,667 shares; 2025Q3: 3,591 shares; 2025Q4: 980 shares; 2026Q1: 3,647 shares 3,647 $987K 0.22% +2,667 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,558 shares; 2025Q2: 6,370 shares; 2025Q3: 6,358 shares; 2025Q4: 6,238 shares; 2026Q1: 8,550 shares 8,550 $970K 0.22% +2,312 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,597 shares; 2025Q1: 878 shares; 2025Q2: 699 shares; 2025Q3: 697 shares; 2025Q4: 685 shares; 2026Q1: 1,721 shares 1,721 $969K 0.22% +1,036 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: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 421 shares; 2025Q3: 424 shares; 2025Q4: 416 shares; 2026Q1: 1,066 shares 1,066 $954K 0.22% +650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,413 shares 6,413 $950K 0.21% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,079 shares; 2025Q1: 1,556 shares; 2025Q2: 1,501 shares; 2025Q3: 1,502 shares; 2025Q4: 1,484 shares; 2026Q1: 1,928 shares 1,928 $948K 0.21% +444 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: not reported; 2024Q4: not reported; 2025Q1: 6,874 shares; 2025Q2: 6,689 shares; 2025Q3: 6,692 shares; 2025Q4: 6,578 shares; 2026Q1: 6,784 shares 6,784 $945K 0.21% +206 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 3,914 shares; 2026Q1: 4,046 shares 4,046 $934K 0.21% +132 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: 2,162 shares; 2024Q4: 1,836 shares; 2025Q1: 2,068 shares; 2025Q2: 2,027 shares; 2025Q3: 2,015 shares; 2025Q4: 1,974 shares; 2026Q1: 2,016 shares 2,016 $929K 0.21% +42 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: not reported; 2025Q1: 3,480 shares; 2025Q2: 6,861 shares; 2025Q3: 6,887 shares; 2025Q4: not reported; 2026Q1: 6,996 shares 6,996 $923K 0.21% new 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: 3,895 shares; 2024Q4: 3,880 shares; 2025Q1: 3,397 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 9,446 shares 9,446 $912K 0.21% +7,106 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,703 shares; 2025Q1: 7,420 shares; 2025Q2: 7,568 shares; 2025Q3: 7,237 shares; 2025Q4: 7,047 shares; 2026Q1: 7,313 shares 7,313 $898K 0.2% +266 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,935 shares; 2025Q3: 12,094 shares; 2025Q4: 11,959 shares; 2026Q1: 12,294 shares 12,294 $895K 0.2% +335 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: 1,970 shares; 2024Q4: 1,940 shares; 2025Q1: 2,149 shares; 2025Q2: 3,526 shares; 2025Q3: 3,544 shares; 2025Q4: 3,498 shares; 2026Q1: 3,589 shares 3,589 $876K 0.2% +91 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: not reported; 2024Q4: not reported; 2025Q1: 5,026 shares; 2025Q2: 4,896 shares; 2025Q3: 5,113 shares; 2025Q4: 5,039 shares; 2026Q1: 7,527 shares 7,527 $871K 0.2% +2,488 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 986 shares; 2025Q3: 973 shares; 2025Q4: 959 shares; 2026Q1: 986 shares 986 $861K 0.19% +27 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: 890 shares; 2024Q4: 856 shares; 2025Q1: 1,010 shares; 2025Q2: 999 shares; 2025Q3: 983 shares; 2025Q4: 960 shares; 2026Q1: 994 shares 994 $860K 0.19% +34 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: 7,278 shares; 2024Q4: 7,063 shares; 2025Q1: 8,173 shares; 2025Q2: 7,966 shares; 2025Q3: 7,970 shares; 2025Q4: 7,811 shares; 2026Q1: 6,799 shares 6,799 $859K 0.19% -1,012 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: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 1,374 shares; 2025Q3: 1,373 shares; 2025Q4: 2,778 shares; 2026Q1: 2,902 shares 2,902 $857K 0.19% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,340 shares; 2025Q4: 6,024 shares; 2026Q1: 8,729 shares 8,729 $841K 0.19% +2,705 Timeline IBHF 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: 9,969 shares; 2025Q1: 13,542 shares; 2025Q2: 20,321 shares; 2025Q3: 27,292 shares; 2025Q4: 29,939 shares; 2026Q1: 34,659 shares 34,659 $795K 0.18% +4,720 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: 8,891 shares; 2024Q4: 8,103 shares; 2025Q1: 9,263 shares; 2025Q2: 8,447 shares; 2025Q3: 11,942 shares; 2025Q4: 10,770 shares; 2026Q1: 15,793 shares 15,793 $793K 0.18% +5,023 Timeline IBHG 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: 10,772 shares; 2025Q1: 14,590 shares; 2025Q2: 24,753 shares; 2025Q3: 31,641 shares; 2025Q4: 33,434 shares; 2026Q1: 35,631 shares 35,631 $789K 0.18% +2,197 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 4,315 shares; 2025Q1: 4,951 shares; 2025Q2: 4,838 shares; 2025Q3: 4,807 shares; 2025Q4: 4,736 shares; 2026Q1: 4,870 shares 4,870 $781K 0.18% +134 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: 2,645 shares; 2024Q4: 2,535 shares; 2025Q1: 3,053 shares; 2025Q2: 2,949 shares; 2025Q3: 2,961 shares; 2025Q4: 2,905 shares; 2026Q1: 3,534 shares 3,534 $765K 0.17% +629 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,564 shares 2,564 $757K 0.17% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,421 shares; 2024Q4: 8,098 shares; 2025Q1: 6,038 shares; 2025Q2: 5,957 shares; 2025Q3: 5,893 shares; 2025Q4: 7,514 shares; 2026Q1: 7,808 shares 7,808 $734K 0.17% +294 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,989 shares; 2025Q2: 20,961 shares; 2025Q3: 25,510 shares; 2025Q4: 26,821 shares; 2026Q1: 30,711 shares 30,711 $721K 0.16% +3,890 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,814 shares; 2025Q2: 8,562 shares; 2025Q3: 8,559 shares; 2025Q4: 8,417 shares; 2026Q1: 8,694 shares 8,694 $712K 0.16% +277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,322 shares; 2025Q4: 2,285 shares; 2026Q1: 7,702 shares 7,702 $711K 0.16% +5,417 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: not reported; 2026Q1: 2,545 shares 2,545 $700K 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,713 shares; 2025Q2: 2,656 shares; 2025Q3: 2,649 shares; 2025Q4: 2,611 shares; 2026Q1: 3,361 shares 3,361 $697K 0.16% +750 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,497 shares; 2025Q2: 5,177 shares; 2025Q3: 5,905 shares; 2025Q4: 6,028 shares; 2026Q1: 6,233 shares 6,233 $685K 0.15% +205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,520 shares 7,520 $681K 0.15% new 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: 4,507 shares; 2024Q4: 4,365 shares; 2025Q1: 2,758 shares; 2025Q2: 2,665 shares; 2025Q3: 2,675 shares; 2025Q4: 2,621 shares; 2026Q1: 3,410 shares 3,410 $676K 0.15% +789 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: not reported; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 4,573 shares; 2025Q3: 4,592 shares; 2025Q4: 4,509 shares; 2026Q1: 4,637 shares 4,637 $673K 0.15% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 4,424 shares; 2025Q4: not reported; 2026Q1: 4,508 shares 4,508 $652K 0.15% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 514 shares; 2025Q1: 585 shares; 2025Q2: 574 shares; 2025Q3: 567 shares; 2025Q4: 560 shares; 2026Q1: 578 shares 578 $632K 0.14% +18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,315 shares; 2025Q4: 8,180 shares; 2026Q1: 8,437 shares 8,437 $629K 0.14% +257 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: 23,068 shares; 2024Q4: not reported; 2025Q1: 22,711 shares; 2025Q2: 20,657 shares; 2025Q3: 21,669 shares; 2025Q4: not reported; 2026Q1: 21,946 shares 21,946 $616K 0.14% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,077 shares; 2025Q1: 2,070 shares; 2025Q2: 2,011 shares; 2025Q3: 2,015 shares; 2025Q4: 1,975 shares; 2026Q1: 3,209 shares 3,209 $608K 0.14% +1,234 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 318 shares; 2025Q1: 350 shares; 2025Q2: 621 shares; 2025Q3: 617 shares; 2025Q4: 583 shares; 2026Q1: 606 shares 606 $594K 0.13% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,825 shares; 2025Q4: 2,787 shares; 2026Q1: 4,479 shares 4,479 $592K 0.13% +1,692 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: not reported; 2024Q4: not reported; 2025Q1: 27,477 shares; 2025Q2: 28,964 shares; 2025Q3: 28,922 shares; 2025Q4: 28,450 shares; 2026Q1: 15,277 shares 15,277 $584K 0.13% -13,173 Timeline IBHI 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: 24,981 shares 24,981 $582K 0.13% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,598 shares; 2025Q3: 1,615 shares; 2025Q4: 1,582 shares; 2026Q1: 2,508 shares 2,508 $578K 0.13% +926 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,719 shares; 2025Q2: 9,390 shares; 2025Q3: 9,441 shares; 2025Q4: 9,279 shares; 2026Q1: 9,582 shares 9,582 $575K 0.13% +303 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: 1,697 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,751 shares; 2025Q3: 1,889 shares; 2025Q4: 1,885 shares; 2026Q1: 3,905 shares 3,905 $574K 0.13% +2,020 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 2,821 shares; 2025Q4: 2,772 shares; 2026Q1: 2,854 shares 2,854 $564K 0.13% +82 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,342 shares; 2026Q1: 3,950 shares 3,950 $542K 0.12% +1,608 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,711 shares; 2025Q3: 8,678 shares; 2025Q4: 8,551 shares; 2026Q1: 8,835 shares 8,835 $539K 0.12% +284 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: 16,207 shares; 2024Q4: 15,702 shares; 2025Q1: 6,884 shares; 2025Q2: 6,735 shares; 2025Q3: 6,453 shares; 2025Q4: 6,400 shares; 2026Q1: 6,522 shares 6,522 $519K 0.12% +122 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: 8,552 shares; 2024Q4: 7,801 shares; 2025Q1: 9,499 shares; 2025Q2: 9,323 shares; 2025Q3: 11,590 shares; 2025Q4: not reported; 2026Q1: 8,753 shares 8,753 $505K 0.11% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 384 shares; 2025Q1: 481 shares; 2025Q2: 458 shares; 2025Q3: 464 shares; 2025Q4: 455 shares; 2026Q1: 468 shares 468 $500K 0.11% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,801 shares; 2025Q3: 2,813 shares; 2025Q4: not reported; 2026Q1: 2,854 shares 2,854 $493K 0.11% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 849 shares; 2025Q1: 961 shares; 2025Q2: 954 shares; 2025Q3: 944 shares; 2025Q4: 4,603 shares; 2026Q1: 4,704 shares 4,704 $492K 0.11% +101 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: not reported; 2024Q4: not reported; 2025Q1: 4,205 shares; 2025Q2: 4,127 shares; 2025Q3: 4,083 shares; 2025Q4: 1,200 shares; 2026Q1: 2,358 shares 2,358 $492K 0.11% +1,158 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: 2,122 shares; 2024Q4: 2,057 shares; 2025Q1: 2,639 shares; 2025Q2: 2,599 shares; 2025Q3: 2,371 shares; 2025Q4: 2,322 shares; 2026Q1: 897 shares 897 $483K 0.11% -1,425 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 8,884 shares; 2025Q1: 9,707 shares; 2025Q2: 9,474 shares; 2025Q3: 9,434 shares; 2025Q4: 9,276 shares; 2026Q1: 7,594 shares 7,594 $477K 0.11% -1,682 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares 2,347 $473K 0.11% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,048 shares; 2025Q1: 2,195 shares; 2025Q2: 2,143 shares; 2025Q3: 2,135 shares; 2025Q4: 2,091 shares; 2026Q1: 2,158 shares 2,158 $473K 0.11% +67 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: not reported; 2025Q2: 4,247 shares; 2025Q3: 4,244 shares; 2025Q4: 4,204 shares; 2026Q1: 4,331 shares 4,331 $469K 0.11% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares 4,655 $462K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,824 shares 8,824 $459K 0.1% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,426 shares; 2025Q2: 6,230 shares; 2025Q3: 6,245 shares; 2025Q4: 6,153 shares; 2026Q1: 6,330 shares 6,330 $448K 0.1% +177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,811 shares; 2025Q4: not reported; 2026Q1: 15,531 shares 15,531 $446K 0.1% new 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: 787 shares; 2024Q4: 936 shares; 2025Q1: 897 shares; 2025Q2: 927 shares; 2025Q3: 859 shares; 2025Q4: not reported; 2026Q1: 2,248 shares 2,248 $446K 0.1% new Timeline IBTK 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: 17,706 shares; 2026Q1: 22,603 shares 22,603 $446K 0.1% +4,897 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,081 shares; 2025Q2: 5,919 shares; 2025Q3: 5,921 shares; 2025Q4: 5,814 shares; 2026Q1: 5,991 shares 5,991 $431K 0.1% +177 Timeline IBTI 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: 11,964 shares; 2024Q4: 17,835 shares; 2025Q1: 17,835 shares; 2025Q2: 17,835 shares; 2025Q3: 19,209 shares; 2025Q4: 19,209 shares; 2026Q1: 19,209 shares 19,209 $428K 0.1% 0 Timeline IBTJ 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: 17,794 shares; 2025Q2: 18,350 shares; 2025Q3: 19,589 shares; 2025Q4: 19,589 shares; 2026Q1: 19,589 shares 19,589 $428K 0.1% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,679 shares; 2025Q2: 5,544 shares; 2025Q3: 5,527 shares; 2025Q4: 3,610 shares; 2026Q1: 3,691 shares 3,691 $424K 0.1% +81 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: 751 shares; 2024Q4: 745 shares; 2025Q1: 375 shares; 2025Q2: 366 shares; 2025Q3: 364 shares; 2025Q4: 357 shares; 2026Q1: 373 shares 373 $407K 0.09% +16 Timeline IBDV 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: 12,382 shares; 2026Q1: 17,667 shares 17,667 $387K 0.09% +5,285 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 1,939 shares; 2025Q1: 2,333 shares; 2025Q2: 2,274 shares; 2025Q3: 1,811 shares; 2025Q4: 1,779 shares; 2026Q1: 1,841 shares 1,841 $387K 0.09% +62 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,161 shares; 2025Q4: 1,142 shares; 2026Q1: 1,174 shares 1,174 $376K 0.09% +32 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: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,249 shares 3,249 $356K 0.08% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,654 shares 1,654 $353K 0.08% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,245 shares; 2025Q3: 2,244 shares; 2025Q4: not reported; 2026Q1: 2,284 shares 2,284 $351K 0.08% new 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: 4,665 shares 4,665 $350K 0.08% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares 1,421 $336K 0.08% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 4,988 shares; 2025Q1: 4,403 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,595 shares; 2026Q1: 6,806 shares 6,806 $335K 0.08% +2,211 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 694 shares; 2025Q3: 697 shares; 2025Q4: 687 shares; 2026Q1: 707 shares 707 $335K 0.08% +20 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: 562 shares; 2025Q1: 1,122 shares; 2025Q2: 1,092 shares; 2025Q3: 1,096 shares; 2025Q4: 1,069 shares; 2026Q1: 1,116 shares 1,116 $332K 0.08% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares 2,247 $320K 0.07% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 573 shares 573 $315K 0.07% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $312K 0.07% new 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: 7,655 shares; 2024Q4: 7,383 shares; 2025Q1: 8,726 shares; 2025Q2: 8,447 shares; 2025Q3: 3,426 shares; 2025Q4: 3,350 shares; 2026Q1: 3,437 shares 3,437 $308K 0.07% +87 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: 3,713 shares; 2024Q4: 3,634 shares; 2025Q1: 1,182 shares; 2025Q2: 1,157 shares; 2025Q3: 1,154 shares; 2025Q4: 1,120 shares; 2026Q1: 1,089 shares 1,089 $304K 0.07% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $298K 0.07% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,559 shares; 2025Q2: 4,396 shares; 2025Q3: 4,435 shares; 2025Q4: 4,371 shares; 2026Q1: 4,491 shares 4,491 $298K 0.07% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,076 shares; 2026Q1: 1,117 shares 1,117 $297K 0.07% +41 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 11,730 shares; 2025Q3: 11,698 shares; 2025Q4: not reported; 2026Q1: 11,902 shares 11,902 $296K 0.07% new 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: 1,533 shares; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 2,958 shares; 2025Q3: 2,955 shares; 2025Q4: not reported; 2026Q1: 2,994 shares 2,994 $295K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450 $294K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,530 shares; 2025Q3: 2,523 shares; 2025Q4: 754 shares; 2026Q1: 688 shares 688 $293K 0.07% -66 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: 1,544 shares; 2025Q3: 1,537 shares; 2025Q4: 1,526 shares; 2026Q1: 1,566 shares 1,566 $292K 0.07% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,546 shares 2,546 $288K 0.07% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 3,627 shares 3,627 $288K 0.07% new 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: 1,638 shares; 2024Q4: 1,670 shares; 2025Q1: 1,731 shares; 2025Q2: 1,707 shares; 2025Q3: 1,687 shares; 2025Q4: 1,648 shares; 2026Q1: 1,684 shares 1,684 $285K 0.06% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,371 shares 6,371 $281K 0.06% new 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: 1,877 shares; 2024Q4: not reported; 2025Q1: 2,138 shares; 2025Q2: 2,057 shares; 2025Q3: 1,377 shares; 2025Q4: 1,311 shares; 2026Q1: 1,339 shares 1,339 $278K 0.06% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,020 shares 1,020 $278K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares 1,217 $275K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,733 shares; 2024Q4: 10,579 shares; 2025Q1: 12,257 shares; 2025Q2: 4,632 shares; 2025Q3: not reported; 2025Q4: 4,415 shares; 2026Q1: 4,560 shares 4,560 $268K 0.06% +145 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: 938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares 1,084 $263K 0.06% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 1,748 shares; 2025Q3: 1,759 shares; 2025Q4: 257 shares; 2026Q1: 309 shares 309 $261K 0.06% +52 Timeline HYXF 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: 5,575 shares 5,575 $258K 0.06% new 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: 1,459 shares; 2024Q4: 1,408 shares; 2025Q1: 1,666 shares; 2025Q2: 931 shares; 2025Q3: 926 shares; 2025Q4: 905 shares; 2026Q1: 933 shares 933 $253K 0.06% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 3,215 shares; 2025Q4: 3,183 shares; 2026Q1: 2,955 shares 2,955 $247K 0.06% -228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338 shares 1,338 $244K 0.06% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,738 shares; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 2,571 shares; 2025Q4: 2,511 shares; 2026Q1: 2,597 shares 2,597 $239K 0.05% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,005 shares; 2026Q1: 1,022 shares 1,022 $237K 0.05% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares 818 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,633 shares 3,633 $235K 0.05% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 6,500 shares; 2025Q3: 6,435 shares; 2025Q4: not reported; 2026Q1: 6,553 shares 6,553 $234K 0.05% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,216 shares; 2026Q1: 1,332 shares 1,332 $233K 0.05% +116 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 8,671 shares; 2025Q1: 10,296 shares; 2025Q2: 10,060 shares; 2025Q3: 3,311 shares; 2025Q4: 3,034 shares; 2026Q1: 3,136 shares 3,136 $227K 0.05% +102 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: 1,418 shares; 2024Q4: 1,412 shares; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares 781 $227K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,869 shares 1,869 $227K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,062 shares; 2025Q4: 3,094 shares; 2026Q1: 2,644 shares 2,644 $225K 0.05% -450 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: not reported; 2025Q1: 7,480 shares; 2025Q2: 3,680 shares; 2025Q3: 3,632 shares; 2025Q4: 3,550 shares; 2026Q1: 3,675 shares 3,675 $225K 0.05% +125 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN 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: 1,299 shares; 2026Q1: 1,344 shares 1,344 $223K 0.05% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518 $221K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares 675 $215K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares 1,078 $215K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,574 shares 1,574 $214K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,224 shares; 2026Q1: 12,261 shares 12,261 $211K 0.05% +1,037 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: 1,594 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares 917 $211K 0.05% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares; 2025Q4: 1,275 shares; 2026Q1: 1,392 shares 1,392 $209K 0.05% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783 $205K 0.05% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 755 shares; 2025Q1: 897 shares; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 330 shares; 2026Q1: 345 shares 345 $203K 0.05% +15 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: 1,667 shares; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 749 shares; 2025Q3: 747 shares; 2025Q4: not reported; 2026Q1: 760 shares 760 $203K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,053 shares 3,053 $201K 0.05% new Timeline