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: restricted; 2024Q4: 388,309 shares; 2025Q1: 348,556 shares; 2025Q2: 352,178 shares; 2025Q3: 354,707 shares; 2025Q4: 357,852 shares; 2026Q1: 364,547 shares 364,547 $109M 9.5% +6,695 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357,040 shares; 2025Q1: 341,162 shares; 2025Q2: 345,967 shares; 2025Q3: 349,079 shares; 2025Q4: 352,930 shares; 2026Q1: 371,133 shares 371,133 $97.2M 8.48% +18,203 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: restricted; 2024Q4: 911,421 shares; 2025Q1: 880,334 shares; 2025Q2: 886,057 shares; 2025Q3: 891,654 shares; 2025Q4: 901,342 shares; 2026Q1: 832,286 shares 832,286 $53.3M 4.65% -69,056 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,514,620 shares; 2025Q1: 1,523,909 shares; 2025Q2: 1,530,631 shares; 2025Q3: 1,541,281 shares; 2025Q4: 1,548,972 shares; 2026Q1: 1,471,629 shares 1,471,629 $48.5M 4.23% -77,343 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: restricted; 2024Q4: 127,426 shares; 2025Q1: 140,192 shares; 2025Q2: 140,494 shares; 2025Q3: 140,408 shares; 2025Q4: 140,104 shares; 2026Q1: 146,084 shares 146,084 $43.1M 3.76% +5,980 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,132 shares; 2025Q1: 135,711 shares; 2025Q2: 136,568 shares; 2025Q3: 138,990 shares; 2025Q4: 140,195 shares; 2026Q1: 148,780 shares 148,780 $42.7M 3.73% +8,585 Timeline RDIV 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: restricted; 2024Q4: 708,949 shares; 2025Q1: 702,958 shares; 2025Q2: 711,039 shares; 2025Q3: 723,596 shares; 2025Q4: 737,112 shares; 2026Q1: 739,810 shares 739,810 $41.2M 3.59% +2,698 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265,737 shares; 2025Q1: 255,363 shares; 2025Q2: 261,397 shares; 2025Q3: 264,618 shares; 2025Q4: 267,804 shares; 2026Q1: 268,922 shares 268,922 $39.8M 3.47% +1,118 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 738,389 shares; 2025Q1: 645,837 shares; 2025Q2: 649,506 shares; 2025Q3: 524,950 shares; 2025Q4: 521,972 shares; 2026Q1: 298,166 shares 298,166 $35.8M 3.12% -223,806 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: restricted; 2024Q4: 239,198 shares; 2025Q1: 255,734 shares; 2025Q2: 255,051 shares; 2025Q3: 259,882 shares; 2025Q4: 265,041 shares; 2026Q1: 301,214 shares 301,214 $29.9M 2.61% +36,173 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 798,399 shares; 2025Q1: 837,096 shares; 2025Q2: 835,676 shares; 2025Q3: 847,944 shares; 2025Q4: 859,179 shares; 2026Q1: 1,009,143 shares 1,009,143 $29.4M 2.57% +149,964 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291,891 shares 1,291,891 $28.8M 2.51% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,184 shares; 2025Q1: 214,047 shares; 2025Q2: 216,588 shares; 2025Q3: 222,655 shares; 2025Q4: 225,211 shares; 2026Q1: 237,895 shares 237,895 $28.2M 2.46% +12,684 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,490 shares; 2025Q1: 166,044 shares; 2025Q2: 168,370 shares; 2025Q3: 173,117 shares; 2025Q4: 175,275 shares; 2026Q1: 190,029 shares 190,029 $27.5M 2.4% +14,754 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369,850 shares; 2025Q1: 397,450 shares; 2025Q2: 393,005 shares; 2025Q3: 404,534 shares; 2025Q4: 406,197 shares; 2026Q1: 465,886 shares 465,886 $23.2M 2.03% +59,689 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442,405 shares 442,405 $22.5M 1.97% new 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: restricted; 2024Q4: 117,770 shares; 2025Q1: 113,483 shares; 2025Q2: 112,234 shares; 2025Q3: 112,594 shares; 2025Q4: 112,199 shares; 2026Q1: 113,007 shares 113,007 $22.2M 1.93% +808 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590,836 shares; 2025Q1: 544,568 shares; 2025Q2: 551,464 shares; 2025Q3: 556,879 shares; 2025Q4: 559,170 shares; 2026Q1: 526,563 shares 526,563 $21.5M 1.88% -32,607 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586,722 shares; 2025Q1: 626,701 shares; 2025Q2: 633,528 shares; 2025Q3: 634,629 shares; 2025Q4: 632,853 shares; 2026Q1: 438,061 shares 438,061 $21.2M 1.85% -194,792 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,378 shares; 2025Q1: 152,428 shares; 2025Q2: 153,210 shares; 2025Q3: 156,106 shares; 2025Q4: 159,331 shares; 2026Q1: 179,953 shares 179,953 $19.9M 1.73% +20,622 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,627 shares; 2025Q1: 197,501 shares; 2025Q2: 196,140 shares; 2025Q3: 196,877 shares; 2025Q4: 194,348 shares; 2026Q1: 181,547 shares 181,547 $17.6M 1.54% -12,801 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,652 shares; 2025Q1: 40,154 shares; 2025Q2: 39,793 shares; 2025Q3: 39,858 shares; 2025Q4: 40,345 shares; 2026Q1: 39,121 shares 39,121 $17.1M 1.49% -1,224 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 709,060 shares; 2025Q1: 753,435 shares; 2025Q2: 753,839 shares; 2025Q3: 771,347 shares; 2025Q4: 767,948 shares; 2026Q1: 636,580 shares 636,580 $16.2M 1.41% -131,368 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235,088 shares; 2025Q1: 252,745 shares; 2025Q2: 252,883 shares; 2025Q3: 258,906 shares; 2025Q4: 259,759 shares; 2026Q1: 550,889 shares 550,889 $14.1M 1.23% +291,130 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,387 shares; 2025Q1: 102,708 shares; 2025Q2: 103,444 shares; 2025Q3: 105,321 shares; 2025Q4: 98,893 shares; 2026Q1: 113,147 shares 113,147 $9.81M 0.86% +14,254 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 325,647 shares; 2025Q2: 329,189 shares; 2025Q3: 335,718 shares; 2025Q4: 339,713 shares; 2026Q1: 392,668 shares 392,668 $9.8M 0.85% +52,955 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 330,272 shares; 2025Q2: 332,173 shares; 2025Q3: 338,657 shares; 2025Q4: 345,676 shares; 2026Q1: 393,471 shares 393,471 $9.79M 0.85% +47,795 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: restricted; 2024Q4: 70,770 shares; 2025Q1: 76,814 shares; 2025Q2: 77,221 shares; 2025Q3: 78,660 shares; 2025Q4: 80,570 shares; 2026Q1: 89,798 shares 89,798 $9.79M 0.85% +9,228 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 333,487 shares; 2025Q2: 335,356 shares; 2025Q3: 341,762 shares; 2025Q4: 348,594 shares; 2026Q1: 394,101 shares 394,101 $9.78M 0.85% +45,507 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438,998 shares 438,998 $9.59M 0.84% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485,730 shares 485,730 $9.58M 0.84% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,714 shares; 2025Q1: 36,714 shares; 2025Q2: 36,714 shares; 2025Q3: 395,696 shares; 2025Q4: 397,718 shares; 2026Q1: 321,392 shares 321,392 $7.97M 0.7% -76,326 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 227,994 shares; 2025Q2: 228,359 shares; 2025Q3: 234,082 shares; 2025Q4: 236,525 shares; 2026Q1: 294,895 shares 294,895 $7.3M 0.64% +58,370 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,455 shares; 2025Q1: 88,202 shares; 2025Q2: 89,476 shares; 2025Q3: 91,582 shares; 2025Q4: 91,133 shares; 2026Q1: 72,593 shares 72,593 $7.25M 0.63% -18,540 Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 228,490 shares; 2025Q2: 228,855 shares; 2025Q3: 234,592 shares; 2025Q4: 237,069 shares; 2026Q1: 285,956 shares 285,956 $7.04M 0.61% +48,887 Timeline MYMK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,263 shares 265,263 $6.61M 0.58% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,196 shares; 2025Q1: 55,203 shares; 2025Q2: 56,444 shares; 2025Q3: 59,228 shares; 2025Q4: 63,635 shares; 2026Q1: 68,297 shares 68,297 $6.44M 0.56% +4,662 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299,024 shares 299,024 $6.43M 0.56% new 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: restricted; 2024Q4: 135,321 shares; 2025Q1: 152,027 shares; 2025Q2: 155,640 shares; 2025Q3: 163,607 shares; 2025Q4: 174,151 shares; 2026Q1: 146,566 shares 146,566 $6.24M 0.54% -27,585 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,587 shares; 2025Q1: 20,377 shares; 2025Q2: 20,724 shares; 2025Q3: 20,339 shares; 2025Q4: 20,960 shares; 2026Q1: 21,230 shares 21,230 $5.39M 0.47% +270 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,854 shares; 2025Q1: 113,871 shares; 2025Q2: 113,871 shares; 2025Q3: 114,104 shares; 2025Q4: 114,104 shares; 2026Q1: 110,259 shares 110,259 $5.03M 0.44% -3,845 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,507 shares; 2025Q1: 71,251 shares; 2025Q2: 78,646 shares; 2025Q3: 82,636 shares; 2025Q4: 86,273 shares; 2026Q1: 89,678 shares 89,678 $4.85M 0.42% +3,405 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,023 shares; 2025Q1: 21,540 shares; 2025Q2: 24,536 shares; 2025Q3: 25,823 shares; 2025Q4: 28,024 shares; 2026Q1: 33,152 shares 33,152 $4.12M 0.36% +5,128 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,259 shares; 2025Q1: 15,017 shares; 2025Q2: 15,038 shares; 2025Q3: 15,282 shares; 2025Q4: 16,728 shares; 2026Q1: 18,670 shares 18,670 $4.06M 0.35% +1,942 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,043 shares; 2025Q1: 6,021 shares; 2025Q2: 8,975 shares; 2025Q3: 8,174 shares; 2025Q4: 8,126 shares; 2026Q1: 8,045 shares 8,045 $3.86M 0.34% -81 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,912 shares; 2025Q1: 7,852 shares; 2025Q2: 8,959 shares; 2025Q3: 8,968 shares; 2025Q4: 9,934 shares; 2026Q1: 9,634 shares 9,634 $3.57M 0.31% -300 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,977 shares; 2025Q1: 114,140 shares; 2025Q2: 117,020 shares; 2025Q3: 124,053 shares; 2025Q4: 127,853 shares; 2026Q1: 75,247 shares 75,247 $3.43M 0.3% -52,606 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,135 shares; 2025Q1: 9,313 shares; 2025Q2: 9,488 shares; 2025Q3: 9,488 shares; 2025Q4: 11,052 shares; 2026Q1: 10,923 shares 10,923 $3.14M 0.27% -129 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,241 shares; 2025Q1: 10,747 shares; 2025Q2: 10,486 shares; 2025Q3: 10,583 shares; 2025Q4: 10,445 shares; 2026Q1: 10,077 shares 10,077 $2.89M 0.25% -368 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,490 shares; 2025Q1: 10,999 shares; 2025Q2: 10,962 shares; 2025Q3: 11,068 shares; 2025Q4: 22,735 shares; 2026Q1: 21,293 shares 21,293 $2.83M 0.25% -1,442 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,762 shares; 2025Q1: 11,069 shares; 2025Q2: 11,421 shares; 2025Q3: 11,862 shares; 2025Q4: 12,250 shares; 2026Q1: 11,454 shares 11,454 $2.8M 0.24% -796 Timeline AMLP 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: restricted; 2024Q4: 60,693 shares; 2025Q1: 62,046 shares; 2025Q2: 35,731 shares; 2025Q3: 38,026 shares; 2025Q4: 39,319 shares; 2026Q1: 45,705 shares 45,705 $2.41M 0.21% +6,386 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,849 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,274 shares; 2025Q4: 5,278 shares; 2026Q1: 5,578 shares 5,578 $2.4M 0.21% +300 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,158 shares; 2025Q1: 11,102 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 11,957 shares; 2026Q1: 11,505 shares 11,505 $2.4M 0.21% -452 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: restricted; 2024Q4: 10,401 shares; 2025Q1: 10,572 shares; 2025Q2: 9,836 shares; 2025Q3: 9,825 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares 10,065 $2.38M 0.21% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: 6,598 shares; 2025Q2: 7,090 shares; 2025Q3: 7,329 shares; 2025Q4: 7,635 shares; 2026Q1: 7,604 shares 7,604 $2.36M 0.21% -31 Timeline XSHD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,757 shares; 2025Q3: 132,094 shares; 2025Q4: 143,998 shares; 2026Q1: 176,273 shares 176,273 $2.31M 0.2% +32,275 Timeline KBWY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,646 shares; 2025Q3: 117,733 shares; 2025Q4: 127,712 shares; 2026Q1: 147,019 shares 147,019 $2.25M 0.2% +19,307 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,204 shares; 2025Q1: 6,773 shares; 2025Q2: 8,378 shares; 2025Q3: 9,040 shares; 2025Q4: 9,653 shares; 2026Q1: 10,428 shares 10,428 $2.16M 0.19% +775 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,935 shares; 2025Q1: 6,917 shares; 2025Q2: 7,359 shares; 2025Q3: 7,295 shares; 2025Q4: 7,298 shares; 2026Q1: 7,304 shares 7,304 $2.15M 0.19% +6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,904 shares; 2025Q1: 2,854 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $2.11M 0.18% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,557 shares; 2025Q1: 2,496 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,920 shares; 2026Q1: 6,161 shares 6,161 $2.03M 0.18% +3,241 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,106 shares; 2025Q1: 2,074 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,947 shares; 2026Q1: 2,992 shares 2,992 $1.95M 0.17% +45 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,231 shares; 2025Q1: 13,921 shares; 2025Q2: 13,921 shares; 2025Q3: 13,548 shares; 2025Q4: 17,929 shares; 2026Q1: 66,948 shares 66,948 $1.88M 0.16% +49,019 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,943 shares; 2025Q1: 19,426 shares; 2025Q2: 20,160 shares; 2025Q3: 21,441 shares; 2025Q4: 22,789 shares; 2026Q1: 24,418 shares 24,418 $1.86M 0.16% +1,629 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,786 shares; 2025Q1: 9,501 shares; 2025Q2: 9,676 shares; 2025Q3: 10,126 shares; 2025Q4: 10,715 shares; 2026Q1: 12,710 shares 12,710 $1.84M 0.16% +1,995 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,710 shares; 2025Q1: 17,271 shares; 2025Q2: 59,800 shares; 2025Q3: 67,623 shares; 2025Q4: 67,623 shares; 2026Q1: 70,530 shares 70,530 $1.81M 0.16% +2,907 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,861 shares; 2025Q1: 4,561 shares; 2025Q2: 4,814 shares; 2025Q3: 4,928 shares; 2025Q4: 5,239 shares; 2026Q1: 4,986 shares 4,986 $1.75M 0.15% -253 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,725 shares; 2025Q1: 15,430 shares; 2025Q2: 15,472 shares; 2025Q3: 16,019 shares; 2025Q4: 18,794 shares; 2026Q1: 26,403 shares 26,403 $1.71M 0.15% +7,609 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,431 shares; 2025Q1: 25,731 shares; 2025Q2: 25,766 shares; 2025Q3: 17,380 shares; 2025Q4: 18,075 shares; 2026Q1: 15,541 shares 15,541 $1.68M 0.15% -2,534 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,000 shares; 2025Q1: 26,478 shares; 2025Q2: 27,151 shares; 2025Q3: 27,942 shares; 2025Q4: 30,124 shares; 2026Q1: 32,926 shares 32,926 $1.65M 0.14% +2,802 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 13,536 shares 13,536 $1.64M 0.14% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares 2,803 $1.54M 0.13% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,760 shares; 2025Q2: 10,320 shares; 2025Q3: 11,193 shares; 2025Q4: 12,225 shares; 2026Q1: 12,678 shares 12,678 $1.53M 0.13% +453 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,193 shares; 2025Q1: 9,558 shares; 2025Q2: 9,445 shares; 2025Q3: 9,072 shares; 2025Q4: 9,793 shares; 2026Q1: 8,941 shares 8,941 $1.52M 0.13% -852 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,557 shares; 2025Q1: 6,210 shares; 2025Q2: 6,166 shares; 2025Q3: 6,171 shares; 2025Q4: 9,145 shares; 2026Q1: 8,674 shares 8,674 $1.51M 0.13% -471 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 82,678 shares; 2025Q2: 82,845 shares; 2025Q3: 84,278 shares; 2025Q4: 87,716 shares; 2026Q1: 49,889 shares 49,889 $1.48M 0.13% -37,827 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,895 shares; 2025Q1: 2,750 shares; 2025Q2: 2,743 shares; 2025Q3: 2,739 shares; 2025Q4: 2,971 shares; 2026Q1: 15,014 shares 15,014 $1.48M 0.13% +12,043 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: restricted; 2024Q4: 94,802 shares; 2025Q1: 98,877 shares; 2025Q2: 97,864 shares; 2025Q3: 18,479 shares; 2025Q4: 13,868 shares; 2026Q1: 13,868 shares 13,868 $1.48M 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,439 shares; 2025Q1: 5,435 shares; 2025Q2: 5,835 shares; 2025Q3: 5,805 shares; 2025Q4: 6,112 shares; 2026Q1: 5,955 shares 5,955 $1.44M 0.13% -157 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: restricted; 2024Q4: 10,432 shares; 2025Q1: 10,162 shares; 2025Q2: 40,190 shares; 2025Q3: 45,888 shares; 2025Q4: 46,141 shares; 2026Q1: 46,939 shares 46,939 $1.36M 0.12% +798 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: restricted; 2024Q4: 30,508 shares; 2025Q1: 29,990 shares; 2025Q2: 52,074 shares; 2025Q3: 56,044 shares; 2025Q4: 56,713 shares; 2026Q1: 55,022 shares 55,022 $1.36M 0.12% -1,691 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,180 shares; 2025Q2: 1,420 shares; 2025Q3: 1,419 shares; 2025Q4: 1,294 shares; 2026Q1: 1,288 shares 1,288 $1.28M 0.11% -6 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: restricted; 2024Q4: 110,990 shares; 2025Q1: 13,913 shares; 2025Q2: 12,257 shares; 2025Q3: 12,237 shares; 2025Q4: 12,217 shares; 2026Q1: 11,911 shares 11,911 $1.26M 0.11% -306 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,832 shares; 2025Q1: 4,813 shares; 2025Q2: 5,045 shares; 2025Q3: 5,072 shares; 2025Q4: 5,045 shares; 2026Q1: 5,339 shares 5,339 $1.26M 0.11% +294 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 2,943 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,942 shares 2,942 $1.25M 0.11% +26 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,354 shares; 2025Q1: 7,870 shares; 2025Q2: 7,870 shares; 2025Q3: 8,058 shares; 2025Q4: 7,865 shares; 2026Q1: 8,533 shares 8,533 $1.25M 0.11% +668 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: not reported; 2026Q1: 22,356 shares 22,356 $1.18M 0.1% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,492 shares; 2025Q1: 3,449 shares; 2025Q2: 4,010 shares; 2025Q3: 4,018 shares; 2025Q4: 3,805 shares; 2026Q1: 3,795 shares 3,795 $1.15M 0.1% -10 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,906 shares; 2025Q1: 24,906 shares; 2025Q2: 24,906 shares; 2025Q3: 24,906 shares; 2025Q4: 24,906 shares; 2026Q1: 24,906 shares 24,906 $1.14M 0.1% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 586 shares; 2026Q1: 1,938 shares 1,938 $1.12M 0.1% +1,352 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,808 shares; 2025Q1: 8,608 shares; 2025Q2: 8,608 shares; 2025Q3: 8,609 shares; 2025Q4: 9,534 shares; 2026Q1: 8,965 shares 8,965 $1.11M 0.1% -569 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 511 shares; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 674 shares; 2026Q1: 4,057 shares 4,057 $1.1M 0.1% +3,383 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 2,937 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 2,974 shares 2,974 $1.06M 0.09% +61 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,135 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,236 shares; 2025Q4: 4,197 shares; 2026Q1: 4,261 shares 4,261 $1.06M 0.09% +64 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: restricted; 2024Q4: 4,006 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,005 shares 4,005 $1.03M 0.09% 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: restricted; 2024Q4: 10,069 shares; 2025Q1: 10,059 shares; 2025Q2: 10,059 shares; 2025Q3: 10,059 shares; 2025Q4: 10,059 shares; 2026Q1: 10,065 shares 10,065 $1.01M 0.09% +6 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares; 2025Q3: 5,417 shares; 2025Q4: 5,543 shares; 2026Q1: 5,417 shares 5,417 $998K 0.09% -126 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 1,788 shares; 2025Q2: 1,758 shares; 2025Q3: 1,741 shares; 2025Q4: 3,428 shares; 2026Q1: 3,138 shares 3,138 $971K 0.08% -290 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,424 shares; 2025Q1: 4,479 shares; 2025Q2: 4,366 shares; 2025Q3: 4,366 shares; 2025Q4: 5,651 shares; 2026Q1: 5,747 shares 5,747 $921K 0.08% +96 Timeline PCEF 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: restricted; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 48,846 shares 48,846 $919K 0.08% +13,846 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: restricted; 2024Q4: 2,455 shares; 2025Q1: 2,505 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,478 shares 2,478 $911K 0.08% +6 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,337 shares 24,337 $894K 0.08% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,990 shares; 2025Q1: 23,102 shares; 2025Q2: 23,150 shares; 2025Q3: 23,714 shares; 2025Q4: 26,290 shares; 2026Q1: 24,347 shares 24,347 $865K 0.08% -1,943 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares 1,320 $862K 0.08% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares 2,560 $774K 0.07% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,326 shares; 2025Q1: 2,317 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,463 shares; 2026Q1: 3,619 shares 3,619 $773K 0.07% +1,156 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,616 shares 11,616 $768K 0.07% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 3,358 shares; 2025Q3: 3,379 shares; 2025Q4: 3,358 shares; 2026Q1: 4,465 shares 4,465 $738K 0.06% +1,107 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,926 shares; 2025Q1: 5,917 shares; 2025Q2: 7,011 shares; 2025Q3: 6,923 shares; 2025Q4: 6,906 shares; 2026Q1: 4,741 shares 4,741 $736K 0.06% -2,165 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,822 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares 3,113 $717K 0.06% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,398 shares; 2025Q1: 9,590 shares; 2025Q2: 9,610 shares; 2025Q3: 9,891 shares; 2025Q4: 11,340 shares; 2026Q1: 14,506 shares 14,506 $679K 0.06% +3,166 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $675K 0.06% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,112 shares 1,112 $664K 0.06% +3 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,859 shares; 2025Q3: 20,255 shares; 2025Q4: 20,411 shares; 2026Q1: 21,409 shares 21,409 $663K 0.06% +998 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: restricted; 2024Q4: 4,521 shares; 2025Q1: 4,432 shares; 2025Q2: 4,409 shares; 2025Q3: 4,409 shares; 2025Q4: 4,403 shares; 2026Q1: 4,377 shares 4,377 $663K 0.06% -26 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,906 shares; 2025Q2: 12,906 shares; 2025Q3: 12,906 shares; 2025Q4: 12,906 shares; 2026Q1: 13,095 shares 13,095 $655K 0.06% +189 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,070 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares 7,023 $652K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 4,393 shares; 2025Q2: 4,383 shares; 2025Q3: 4,432 shares; 2025Q4: 4,520 shares; 2026Q1: 4,399 shares 4,399 $647K 0.06% -121 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $638K 0.06% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 995 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 1,028 shares; 2026Q1: 1,110 shares 1,110 $635K 0.06% +82 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,178 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares; 2025Q4: 13,178 shares; 2026Q1: 13,178 shares 13,178 $633K 0.06% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,131 shares; 2025Q4: 8,131 shares; 2026Q1: 8,134 shares 8,134 $627K 0.05% +3 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,802 shares; 2025Q4: 1,846 shares; 2026Q1: 1,860 shares 1,860 $597K 0.05% +14 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,000 shares; 2026Q1: 850 shares 850 $579K 0.05% -150 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,777 shares; 2026Q1: 2,944 shares 2,944 $568K 0.05% +167 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: restricted; 2024Q4: 6,396 shares; 2025Q1: 6,747 shares; 2025Q2: 7,252 shares; 2025Q3: 7,662 shares; 2025Q4: 8,141 shares; 2026Q1: 7,126 shares 7,126 $561K 0.05% -1,015 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,078 shares; 2025Q1: 21,932 shares; 2025Q2: 23,405 shares; 2025Q3: 24,463 shares; 2025Q4: 7,220 shares; 2026Q1: 7,175 shares 7,175 $557K 0.05% -45 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,350 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares 2,323 $521K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004 shares; 2025Q1: 954 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 952 shares 952 $512K 0.04% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,517 shares; 2025Q4: 5,277 shares; 2026Q1: 4,077 shares 4,077 $510K 0.04% -1,200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares 3,830 $506K 0.04% new 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: restricted; 2024Q4: 5,496 shares; 2025Q1: 6,744 shares; 2025Q2: 6,498 shares; 2025Q3: 6,473 shares; 2025Q4: 6,994 shares; 2026Q1: 6,896 shares 6,896 $496K 0.04% -98 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,184 shares; 2026Q1: 6,184 shares 6,184 $490K 0.04% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,941 shares; 2025Q3: 14,247 shares; 2025Q4: 14,247 shares; 2026Q1: 15,583 shares 15,583 $488K 0.04% +1,336 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 5,160 shares 5,160 $479K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,246 shares; 2025Q1: 2,822 shares; 2025Q2: 3,037 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: 2,942 shares 2,942 $470K 0.04% +55 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 113 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $467K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 809 shares; 2025Q3: 813 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $456K 0.04% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,342 shares; 2025Q1: 2,362 shares; 2025Q2: 2,296 shares; 2025Q3: 2,664 shares; 2025Q4: 2,837 shares; 2026Q1: 3,172 shares 3,172 $439K 0.04% +335 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,859 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,917 shares; 2026Q1: 2,910 shares 2,910 $425K 0.04% -7 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $424K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,103 shares; 2025Q3: 6,103 shares; 2025Q4: 6,103 shares; 2026Q1: 6,103 shares 6,103 $416K 0.04% 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: restricted; 2024Q4: 3,003 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,809 shares 2,809 $400K 0.03% +48 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,647 shares; 2026Q1: 4,647 shares 4,647 $396K 0.03% 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: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,123 shares; 2026Q1: 3,021 shares 3,021 $396K 0.03% -102 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,460 shares; 2025Q1: 3,891 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 4,070 shares; 2026Q1: 5,804 shares 5,804 $392K 0.03% +1,734 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,180 shares; 2025Q1: 3,176 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,932 shares 2,932 $388K 0.03% +4 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,155 shares; 2026Q1: 4,192 shares 4,192 $385K 0.03% -963 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,302 shares; 2025Q1: 5,302 shares; 2025Q2: 5,302 shares; 2025Q3: 5,302 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares 5,302 $377K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,055 shares; 2026Q1: 1,054 shares 1,054 $377K 0.03% -1 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares 4,876 $373K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares; 2026Q1: 194 shares 194 $371K 0.03% -2 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: restricted; 2024Q4: 6,119 shares; 2025Q1: 6,119 shares; 2025Q2: 6,119 shares; 2025Q3: 6,119 shares; 2025Q4: 9,178 shares; 2026Q1: 9,178 shares 9,178 $371K 0.03% 0 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: restricted; 2024Q4: 2,065 shares; 2025Q1: 1,575 shares; 2025Q2: 1,571 shares; 2025Q3: 1,637 shares; 2025Q4: 3,101 shares; 2026Q1: 3,314 shares 3,314 $361K 0.03% +213 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares; 2025Q4: 4,380 shares; 2026Q1: 5,432 shares 5,432 $358K 0.03% +1,052 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693,415 shares; 2025Q4: 708,473 shares; 2026Q1: 15,491 shares 15,491 $355K 0.03% -692,982 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: not reported; 2026Q1: 382 shares 382 $351K 0.03% new Timeline FDL 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: restricted; 2024Q4: 6,246 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares; 2026Q1: 6,900 shares 6,900 $351K 0.03% +654 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,562 shares; 2025Q1: 216,065 shares; 2025Q2: 216,271 shares; 2025Q3: 220,212 shares; 2025Q4: 224,427 shares; 2026Q1: 4,541 shares 4,541 $350K 0.03% -219,886 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,138 shares; 2025Q1: 14,879 shares; 2025Q2: 15,339 shares; 2025Q3: 16,242 shares; 2025Q4: 16,694 shares; 2026Q1: 19,401 shares 19,401 $347K 0.03% +2,707 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: restricted; 2024Q4: not reported; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 6,172 shares; 2025Q4: 6,172 shares; 2026Q1: 6,347 shares 6,347 $338K 0.03% +175 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,899 shares; 2025Q1: 6,656 shares; 2025Q2: 7,389 shares; 2025Q3: 7,467 shares; 2025Q4: 6,744 shares; 2026Q1: 6,894 shares 6,894 $336K 0.03% +150 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: restricted; 2024Q4: not reported; 2025Q1: 6,216 shares; 2025Q2: 6,216 shares; 2025Q3: 6,216 shares; 2025Q4: 6,216 shares; 2026Q1: 6,366 shares 6,366 $335K 0.03% +150 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: not reported; 2026Q1: 2,933 shares 2,933 $327K 0.03% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 12,993 shares; 2025Q3: 12,993 shares; 2025Q4: 12,993 shares; 2026Q1: 12,993 shares 12,993 $326K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,035 shares 1,035 $325K 0.03% +50 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 8,225 shares 8,225 $325K 0.03% +500 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 2,697 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $322K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,846 shares; 2025Q3: 1,844 shares; 2025Q4: 1,842 shares; 2026Q1: 1,837 shares 1,837 $313K 0.03% -5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares 1,517 $312K 0.03% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 3,649 shares; 2026Q1: 3,946 shares 3,946 $311K 0.03% +297 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 909 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $308K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares 2,980 $301K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $300K 0.03% 0 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: restricted; 2024Q4: 1,935 shares; 2025Q1: 1,733 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares 1,733 $299K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $295K 0.03% 0 Timeline VIOV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,886 shares 2,886 $294K 0.03% +284 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 3,233 shares 3,233 $293K 0.03% +110 Timeline VIOG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,349 shares 2,349 $292K 0.03% +343 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: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,406 shares; 2026Q1: 1,599 shares 1,599 $292K 0.03% +193 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,277 shares 3,277 $288K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $285K 0.02% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $279K 0.02% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,167 shares 5,167 $278K 0.02% 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: restricted; 2024Q4: 1,424 shares; 2025Q1: 1,409 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares 1,364 $277K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 857 shares; 2026Q1: 843 shares 843 $277K 0.02% -14 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $277K 0.02% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $270K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 739 shares; 2025Q4: 721 shares; 2026Q1: 725 shares 725 $270K 0.02% +4 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 933 shares; 2025Q4: 923 shares; 2026Q1: 921 shares 921 $264K 0.02% -2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 668 shares; 2025Q1: 643 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $264K 0.02% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 918,179 shares; 2025Q1: 15,341 shares; 2025Q2: 14,704 shares; 2025Q3: 14,691 shares; 2025Q4: 10,051 shares; 2026Q1: 10,051 shares 10,051 $258K 0.02% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,624 shares; 2025Q1: 2,613 shares; 2025Q2: 2,546 shares; 2025Q3: 2,542 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares 2,539 $256K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,059 shares; 2026Q1: 3,120 shares 3,120 $248K 0.02% +61 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 6,211 shares; 2026Q1: 6,005 shares 6,005 $247K 0.02% -206 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: not reported; 2026Q1: 282 shares 282 $246K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 358 shares 358 $244K 0.02% 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: restricted; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $243K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,544 shares; 2025Q1: 2,604 shares; 2025Q2: 2,623 shares; 2025Q3: 2,677 shares; 2025Q4: 2,595 shares; 2026Q1: 2,519 shares 2,519 $243K 0.02% -76 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: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,170 shares; 2025Q3: 1,330 shares; 2025Q4: 1,190 shares; 2026Q1: 1,170 shares 1,170 $242K 0.02% -20 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares; 2026Q1: 1,904 shares 1,904 $241K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 496 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 458 shares; 2026Q1: 474 shares 474 $237K 0.02% +16 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,019 shares; 2026Q1: 1,031 shares 1,031 $236K 0.02% +12 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 9,243 shares; 2025Q4: 9,243 shares; 2026Q1: 9,243 shares 9,243 $236K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $234K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $233K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 796 shares; 2025Q3: 805 shares; 2025Q4: not reported; 2026Q1: 796 shares 796 $231K 0.02% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,913 shares; 2025Q1: 5,050 shares; 2025Q2: 5,259 shares; 2025Q3: 5,509 shares; 2025Q4: 1,170 shares; 2026Q1: 947 shares 947 $230K 0.02% -223 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: restricted; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 568 shares; 2025Q3: 532 shares; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $228K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,223 shares; 2025Q4: 1,204 shares; 2026Q1: 1,048 shares 1,048 $228K 0.02% -156 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares; 2026Q1: 1,784 shares 1,784 $227K 0.02% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: not reported; 2026Q1: 10,510 shares 10,510 $226K 0.02% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares 4,802 $223K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $222K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,094 shares 3,094 $217K 0.02% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $215K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: not reported; 2026Q1: 998 shares 998 $215K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,532 shares; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 2,200 shares; 2026Q1: 2,216 shares 2,216 $214K 0.02% +16 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $214K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,006 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares 1,906 $209K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: not reported; 2026Q1: 3,369 shares 3,369 $208K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,782 shares; 2025Q4: not reported; 2026Q1: 3,782 shares 3,782 $204K 0.02% new Timeline