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: 2,340,665 shares; 2024Q4: 2,317,859 shares; 2025Q1: 2,314,705 shares; 2025Q2: 2,301,493 shares; 2025Q3: 2,301,035 shares; 2025Q4: 2,294,971 shares; 2026Q1: 2,201,715 shares 2,201,715 $274M 40.04% -93,256 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,871 shares; 2024Q4: 390,063 shares; 2025Q1: 392,739 shares; 2025Q2: 393,372 shares; 2025Q3: 395,734 shares; 2025Q4: 372,221 shares; 2026Q1: 373,068 shares 373,068 $79.1M 11.57% +847 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: 51,007 shares; 2024Q4: 51,193 shares; 2025Q1: 48,732 shares; 2025Q2: 49,003 shares; 2025Q3: 48,877 shares; 2025Q4: 49,311 shares; 2026Q1: 51,732 shares 51,732 $29.6M 4.33% +2,421 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,006 shares; 2024Q4: 49,009 shares; 2025Q1: 49,005 shares; 2025Q2: 49,040 shares; 2025Q3: 49,038 shares; 2025Q4: 49,045 shares; 2026Q1: 49,090 shares 49,090 $28.1M 4.11% +45 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: 67,750 shares; 2024Q4: 63,796 shares; 2025Q1: 63,533 shares; 2025Q2: 63,144 shares; 2025Q3: 70,577 shares; 2025Q4: 70,905 shares; 2026Q1: 76,077 shares 76,077 $19.3M 2.83% +5,172 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: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,710 shares 26,710 $17.4M 2.54% new 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: 58,798 shares; 2024Q4: 58,653 shares; 2025Q1: 55,561 shares; 2025Q2: 52,420 shares; 2025Q3: 52,708 shares; 2025Q4: 53,030 shares; 2026Q1: 62,293 shares 62,293 $10.9M 1.59% +9,263 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: 23 shares; 2024Q4: 26 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: 14,978 shares; 2025Q4: 15,049 shares; 2026Q1: 15,137 shares 15,137 $9.05M 1.32% +88 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,330 shares; 2025Q1: 5,430 shares; 2025Q2: not reported; 2025Q3: 202,272 shares; 2025Q4: 202,272 shares; 2026Q1: 203,772 shares 203,772 $7.71M 1.13% +1,500 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: 137 shares; 2024Q4: 11,346 shares; 2025Q1: 11,283 shares; 2025Q2: 11,283 shares; 2025Q3: 11,364 shares; 2025Q4: 11,364 shares; 2026Q1: 22,740 shares 22,740 $6.53M 0.96% +11,376 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,434 shares; 2024Q4: 67,340 shares; 2025Q1: 80,574 shares; 2025Q2: 89,227 shares; 2025Q3: 93,063 shares; 2025Q4: 97,772 shares; 2026Q1: 99,262 shares 99,262 $5.81M 0.85% +1,490 Timeline VGIT 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: 35,462 shares; 2024Q4: 40,550 shares; 2025Q1: 75,414 shares; 2025Q2: 81,524 shares; 2025Q3: 79,083 shares; 2025Q4: 84,736 shares; 2026Q1: 89,729 shares 89,729 $5.34M 0.78% +4,993 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: 14,929 shares; 2024Q4: 14,074 shares; 2025Q1: 13,794 shares; 2025Q2: 12,421 shares; 2025Q3: 12,408 shares; 2025Q4: 12,010 shares; 2026Q1: 11,639 shares 11,639 $5.08M 0.74% -371 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,436 shares; 2024Q4: 10,440 shares; 2025Q1: 14,513 shares; 2025Q2: 23,235 shares; 2025Q3: 55,375 shares; 2025Q4: 71,043 shares; 2026Q1: 79,673 shares 79,673 $4.42M 0.65% +8,630 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: 25,924 shares; 2024Q4: 21,071 shares; 2025Q1: 19,268 shares; 2025Q2: 18,570 shares; 2025Q3: 19,108 shares; 2025Q4: 19,182 shares; 2026Q1: 19,727 shares 19,727 $4.11M 0.6% +545 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: 12,025 shares; 2024Q4: 12,080 shares; 2025Q1: 11,450 shares; 2025Q2: 11,711 shares; 2025Q3: 10,069 shares; 2025Q4: not reported; 2026Q1: 13,389 shares 13,389 $3.85M 0.56% new 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: 53,266 shares; 2024Q4: 54,735 shares; 2025Q1: 59,804 shares; 2025Q2: 58,318 shares; 2025Q3: 63,953 shares; 2025Q4: 66,035 shares; 2026Q1: 69,594 shares 69,594 $3.76M 0.55% +3,559 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: 24,163 shares; 2024Q4: 23,350 shares; 2025Q1: 22,826 shares; 2025Q2: 20,198 shares; 2025Q3: 20,027 shares; 2025Q4: 19,501 shares; 2026Q1: 18,801 shares 18,801 $3.69M 0.54% -700 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: 17,134 shares; 2025Q1: 26,151 shares; 2025Q2: 28,757 shares; 2025Q3: 32,089 shares; 2025Q4: 34,175 shares; 2026Q1: 38,335 shares 38,335 $3.64M 0.53% +4,160 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: 40,322 shares; 2024Q4: 44,016 shares; 2025Q1: 57,267 shares; 2025Q2: 58,872 shares; 2025Q3: 62,659 shares; 2025Q4: 72,054 shares; 2026Q1: 73,634 shares 73,634 $3.54M 0.52% +1,580 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,777 shares; 2024Q4: 38,944 shares; 2025Q1: 36,751 shares; 2025Q2: 38,761 shares; 2025Q3: 52,092 shares; 2025Q4: 59,831 shares; 2026Q1: 61,647 shares 61,647 $3.49M 0.51% +1,816 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: 5,992 shares; 2024Q4: 6,486 shares; 2025Q1: 6,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,370 shares 9,370 $3.47M 0.51% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,282 shares; 2024Q4: 24,657 shares; 2025Q1: 25,627 shares; 2025Q2: 26,816 shares; 2025Q3: 32,650 shares; 2025Q4: 38,137 shares; 2026Q1: 41,103 shares 41,103 $3.4M 0.5% +2,966 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: 250 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,962 shares 12,962 $3.4M 0.5% 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: 1,208 shares; 2024Q4: 1,439 shares; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,811 shares; 2026Q1: 32,011 shares 32,011 $3.08M 0.45% +6,200 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: 59,056 shares; 2024Q4: 57,523 shares; 2025Q1: 55,345 shares; 2025Q2: 54,598 shares; 2025Q3: 54,672 shares; 2025Q4: 54,777 shares; 2026Q1: 54,203 shares 54,203 $2.64M 0.39% -574 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,055 shares; 2024Q4: 40,142 shares; 2025Q1: 40,176 shares; 2025Q2: 39,995 shares; 2025Q3: 41,091 shares; 2025Q4: 40,420 shares; 2026Q1: 37,010 shares 37,010 $2.37M 0.35% -3,410 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: 11,587 shares; 2024Q4: 15,050 shares; 2025Q1: 18,099 shares; 2025Q2: 20,282 shares; 2025Q3: 22,135 shares; 2025Q4: 24,065 shares; 2026Q1: 29,913 shares 29,913 $2.37M 0.35% +5,848 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: 9,054 shares; 2024Q4: 10,782 shares; 2025Q1: 11,324 shares; 2025Q2: 10,410 shares; 2025Q3: 10,716 shares; 2025Q4: 11,648 shares; 2026Q1: 10,870 shares 10,870 $2.25M 0.33% -778 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: 35,538 shares; 2024Q4: 36,969 shares; 2025Q1: 37,536 shares; 2025Q2: 37,714 shares; 2025Q3: 39,695 shares; 2025Q4: 44,989 shares; 2026Q1: 43,399 shares 43,399 $2.18M 0.32% -1,590 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: 14,211 shares; 2024Q4: 14,375 shares; 2025Q1: 14,229 shares; 2025Q2: 13,858 shares; 2025Q3: 13,785 shares; 2025Q4: 14,369 shares; 2026Q1: 12,243 shares 12,243 $2.08M 0.3% -2,126 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: 1,752 shares; 2024Q4: 15,218 shares; 2025Q1: 15,014 shares; 2025Q2: 15,030 shares; 2025Q3: 14,917 shares; 2025Q4: 14,935 shares; 2026Q1: 21,293 shares 21,293 $2.07M 0.3% +6,358 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: 11,375 shares; 2024Q4: 11,606 shares; 2025Q1: 12,479 shares; 2025Q2: 12,908 shares; 2025Q3: 13,368 shares; 2025Q4: 14,132 shares; 2026Q1: 13,839 shares 13,839 $2M 0.29% -293 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: 47,842 shares; 2024Q4: 49,925 shares; 2025Q1: 55,677 shares; 2025Q2: 56,688 shares; 2025Q3: 74,342 shares; 2025Q4: 83,797 shares; 2026Q1: 91,239 shares 91,239 $1.96M 0.29% +7,442 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: 6,491 shares; 2024Q4: 6,402 shares; 2025Q1: 6,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,606 shares 6,606 $1.94M 0.28% new Timeline GPIX 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: 6,451 shares; 2024Q4: 7,271 shares; 2025Q1: 11,883 shares; 2025Q2: 12,984 shares; 2025Q3: 20,446 shares; 2025Q4: 29,960 shares; 2026Q1: 37,114 shares 37,114 $1.86M 0.27% +7,154 Timeline SCHC 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: 30,811 shares; 2024Q4: 33,020 shares; 2025Q1: 33,052 shares; 2025Q2: 30,385 shares; 2025Q3: 34,505 shares; 2025Q4: 36,013 shares; 2026Q1: 38,696 shares 38,696 $1.81M 0.26% +2,683 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 13,779 shares; 2025Q1: 14,039 shares; 2025Q2: 14,055 shares; 2025Q3: 15,289 shares; 2025Q4: 16,905 shares; 2026Q1: 18,444 shares 18,444 $1.73M 0.25% +1,539 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: 2,111 shares; 2024Q4: 2,020 shares; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,295 shares 2,295 $1.63M 0.24% new 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: 5,014 shares; 2024Q4: 6,445 shares; 2025Q1: 6,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,550 shares 5,550 $1.59M 0.23% new 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: 5,343 shares; 2024Q4: 6,491 shares; 2025Q1: 10,581 shares; 2025Q2: 14,135 shares; 2025Q3: 14,490 shares; 2025Q4: 15,252 shares; 2026Q1: 13,098 shares 13,098 $1.58M 0.23% -2,154 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: 52,534 shares; 2024Q4: 53,423 shares; 2025Q1: 55,730 shares; 2025Q2: 56,446 shares; 2025Q3: 55,678 shares; 2025Q4: 58,939 shares; 2026Q1: 54,618 shares 54,618 $1.53M 0.22% -4,321 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: 18,467 shares; 2024Q4: 18,894 shares; 2025Q1: 17,906 shares; 2025Q2: 17,850 shares; 2025Q3: 20,330 shares; 2025Q4: 26,973 shares; 2026Q1: 30,639 shares 30,639 $1.53M 0.22% +3,666 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: 7,422 shares; 2024Q4: 7,975 shares; 2025Q1: 7,651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,025 shares 7,025 $1.53M 0.22% new 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: 59,246 shares; 2024Q4: 53,765 shares; 2025Q1: 51,109 shares; 2025Q2: 50,867 shares; 2025Q3: 50,343 shares; 2025Q4: 50,342 shares; 2026Q1: 50,950 shares 50,950 $1.48M 0.22% +608 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: 3,735 shares; 2024Q4: 4,403 shares; 2025Q1: 4,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,807 shares 4,807 $1.45M 0.21% new 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: 15,449 shares; 2024Q4: 15,815 shares; 2025Q1: 16,312 shares; 2025Q2: 16,490 shares; 2025Q3: 16,545 shares; 2025Q4: 15,439 shares; 2026Q1: 15,418 shares 15,418 $1.43M 0.21% -21 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: 12,188 shares; 2024Q4: 12,585 shares; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,650 shares 8,650 $1.43M 0.21% new 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: 4,607 shares; 2024Q4: 4,324 shares; 2025Q1: 4,612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,871 shares 8,871 $1.38M 0.2% new 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: 15,297 shares; 2024Q4: 15,872 shares; 2025Q1: 18,368 shares; 2025Q2: 19,026 shares; 2025Q3: 18,551 shares; 2025Q4: 19,370 shares; 2026Q1: 25,616 shares 25,616 $1.28M 0.19% +6,246 Timeline USHY 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: 18,763 shares; 2024Q4: 21,226 shares; 2025Q1: 25,844 shares; 2025Q2: 26,364 shares; 2025Q3: 28,472 shares; 2025Q4: 31,487 shares; 2026Q1: 34,766 shares 34,766 $1.28M 0.19% +3,279 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: 7,857 shares; 2024Q4: 8,144 shares; 2025Q1: 8,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,716 shares 9,716 $1.27M 0.19% 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: 21,648 shares; 2024Q4: 20,790 shares; 2025Q1: 20,419 shares; 2025Q2: 21,166 shares; 2025Q3: 20,944 shares; 2025Q4: 19,787 shares; 2026Q1: 18,751 shares 18,751 $1.24M 0.18% -1,036 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: 10,393 shares; 2024Q4: 12,137 shares; 2025Q1: 11,722 shares; 2025Q2: 12,167 shares; 2025Q3: 12,405 shares; 2025Q4: 12,820 shares; 2026Q1: 12,485 shares 12,485 $1.23M 0.18% -335 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: 2,412 shares; 2024Q4: 2,468 shares; 2025Q1: 2,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares 2,514 $1.2M 0.18% new 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: 6,055 shares; 2024Q4: 6,659 shares; 2025Q1: 6,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares 4,906 $1.2M 0.18% new 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: 141 shares; 2024Q4: 190 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,551 shares 6,551 $1.2M 0.17% new 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: 17,512 shares; 2024Q4: 15,997 shares; 2025Q1: 15,435 shares; 2025Q2: 14,900 shares; 2025Q3: 14,853 shares; 2025Q4: 14,762 shares; 2026Q1: 14,974 shares 14,974 $1.19M 0.17% +212 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: 16,865 shares; 2024Q4: 17,474 shares; 2025Q1: 17,528 shares; 2025Q2: 18,080 shares; 2025Q3: 18,768 shares; 2025Q4: 15,747 shares; 2026Q1: 15,176 shares 15,176 $1.15M 0.17% -571 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: 1,644 shares; 2024Q4: 1,949 shares; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares 3,488 $1.08M 0.16% new 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: 7,648 shares; 2024Q4: 7,598 shares; 2025Q1: 7,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,235 shares 9,235 $1.06M 0.16% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,809 shares; 2024Q4: 17,274 shares; 2025Q1: 17,841 shares; 2025Q2: 17,509 shares; 2025Q3: 17,778 shares; 2025Q4: 17,785 shares; 2026Q1: 17,151 shares 17,151 $1.04M 0.15% -634 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: 4,981 shares; 2024Q4: 4,768 shares; 2025Q1: 4,689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,978 shares 3,978 $1.02M 0.15% new 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: 703 shares; 2024Q4: 858 shares; 2025Q1: 823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares 1,107 $1.02M 0.15% 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: 7,098 shares; 2024Q4: 5,716 shares; 2025Q1: 5,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,055 shares 5,055 $1.01M 0.15% 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: 1,480 shares; 2024Q4: 1,622 shares; 2025Q1: 1,468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,514 shares 1,514 $989K 0.14% new 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: 2,541 shares; 2024Q4: 2,546 shares; 2025Q1: 2,294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares 2,950 $970K 0.14% 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: 6,294 shares; 2024Q4: 6,891 shares; 2025Q1: 5,017 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares 3,965 $961K 0.14% new 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: 9,533 shares; 2024Q4: 9,436 shares; 2025Q1: 8,852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,747 shares 6,747 $940K 0.14% new 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: 22,051 shares; 2024Q4: 20,664 shares; 2025Q1: 17,662 shares; 2025Q2: 13,661 shares; 2025Q3: 13,279 shares; 2025Q4: 13,131 shares; 2026Q1: 11,997 shares 11,997 $931K 0.14% -1,134 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: 1,492 shares; 2024Q4: 1,540 shares; 2025Q1: 1,464 shares; 2025Q2: not reported; 2025Q3: 10,787 shares; 2025Q4: 10,997 shares; 2026Q1: 10,210 shares 10,210 $915K 0.13% -787 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: 19,824 shares; 2024Q4: 21,522 shares; 2025Q1: 22,384 shares; 2025Q2: 25,462 shares; 2025Q3: 20,601 shares; 2025Q4: 17,676 shares; 2026Q1: 16,925 shares 16,925 $901K 0.13% -751 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: 1,459 shares; 2024Q4: 1,613 shares; 2025Q1: 1,898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,422 shares 2,422 $900K 0.13% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 14,306 shares; 2025Q1: 8,993 shares; 2025Q2: 10,021 shares; 2025Q3: 10,116 shares; 2025Q4: 10,368 shares; 2026Q1: 12,761 shares 12,761 $890K 0.13% +2,393 Timeline VTWO 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: 8,000 shares; 2024Q4: 8,630 shares; 2025Q1: 9,036 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,804 shares 8,804 $882K 0.13% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,344 shares; 2024Q4: 19,975 shares; 2025Q1: 19,042 shares; 2025Q2: 16,938 shares; 2025Q3: 16,337 shares; 2025Q4: 15,495 shares; 2026Q1: 15,496 shares 15,496 $880K 0.13% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,168 shares; 2025Q1: 7,281 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,968 shares 6,968 $874K 0.13% new 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: 6,093 shares; 2024Q4: 5,789 shares; 2025Q1: 5,777 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,697 shares 4,697 $866K 0.13% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,683 shares; 2025Q1: 3,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,039 shares 4,039 $863K 0.13% new 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: 10,230 shares; 2024Q4: 9,631 shares; 2025Q1: 10,131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,272 shares 7,272 $825K 0.12% 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: 6,740 shares; 2024Q4: 6,510 shares; 2025Q1: 6,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,497 shares 8,497 $820K 0.12% new 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: 1,906 shares; 2024Q4: 1,989 shares; 2025Q1: 2,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares 2,603 $809K 0.12% new 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: 1,114 shares; 2024Q4: 953 shares; 2025Q1: 788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,955 shares 2,955 $800K 0.12% new 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: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,979 shares 5,979 $795K 0.12% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,071 shares; 2025Q1: 4,918 shares; 2025Q2: not reported; 2025Q3: 28,268 shares; 2025Q4: 27,802 shares; 2026Q1: 27,649 shares 27,649 $758K 0.11% -153 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: 5,553 shares; 2024Q4: 7,525 shares; 2025Q1: 5,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,175 shares 5,175 $757K 0.11% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 15,600 shares; 2025Q4: 16,700 shares; 2026Q1: 16,200 shares 16,200 $756K 0.11% -500 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,341 shares; 2025Q1: 4,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,419 shares 4,419 $715K 0.1% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 8,871 shares; 2025Q1: 5,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,200 shares; 2026Q1: 11,345 shares 11,345 $695K 0.1% +145 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: 8,109 shares; 2024Q4: 8,064 shares; 2025Q1: 7,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,978 shares 6,978 $673K 0.1% new Timeline SCHO 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: 28,276 shares; 2024Q4: 56,125 shares; 2025Q1: 55,649 shares; 2025Q2: 55,283 shares; 2025Q3: 55,310 shares; 2025Q4: 28,535 shares; 2026Q1: 27,465 shares 27,465 $667K 0.1% -1,070 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,477 shares; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,940 shares 4,940 $648K 0.09% 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: 516 shares; 2024Q4: 534 shares; 2025Q1: 723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $645K 0.09% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,663 shares; 2025Q1: 6,728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,769 shares 7,769 $641K 0.09% new Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG 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: 87,648 shares; 2025Q4: 102,348 shares; 2026Q1: 101,148 shares 101,148 $637K 0.09% -1,200 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: 704 shares; 2024Q4: 1,009 shares; 2025Q1: 1,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269 $634K 0.09% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: 5,221 shares; 2025Q1: 5,215 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,286 shares 4,286 $626K 0.09% new 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: 1,732 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares 1,380 $594K 0.09% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 7,821 shares; 2025Q1: 8,282 shares; 2025Q2: 11,751 shares; 2025Q3: 11,803 shares; 2025Q4: 12,247 shares; 2026Q1: 12,472 shares 12,472 $586K 0.09% +225 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 504 shares; 2025Q1: 468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares 439 $580K 0.08% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,240 shares; 2025Q1: 3,163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783 shares 3,783 $578K 0.08% new 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: 3,667 shares; 2024Q4: 3,443 shares; 2025Q1: 3,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,633 shares 2,633 $572K 0.08% 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: 1,511 shares; 2024Q4: 1,700 shares; 2025Q1: 1,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,874 shares 2,874 $570K 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: 1,702 shares; 2024Q4: 1,653 shares; 2025Q1: 1,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,371 shares 2,371 $560K 0.08% new 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: 5,144 shares; 2024Q4: 5,048 shares; 2025Q1: 5,218 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,399 shares 3,399 $559K 0.08% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 10,924 shares; 2025Q1: 10,949 shares; 2025Q2: 10,931 shares; 2025Q3: 10,931 shares; 2025Q4: 10,535 shares; 2026Q1: 11,243 shares 11,243 $555K 0.08% +708 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,165 shares; 2024Q4: 23,282 shares; 2025Q1: 22,480 shares; 2025Q2: 21,138 shares; 2025Q3: 21,064 shares; 2025Q4: 19,388 shares; 2026Q1: 16,413 shares 16,413 $550K 0.08% -2,975 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,403 shares; 2024Q4: 18,846 shares; 2025Q1: 20,924 shares; 2025Q2: 21,950 shares; 2025Q3: 22,654 shares; 2025Q4: 22,472 shares; 2026Q1: 21,571 shares 21,571 $537K 0.08% -901 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,596 shares; 2025Q1: 5,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,786 shares 4,786 $531K 0.08% new 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: 3,506 shares; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares 3,504 $531K 0.08% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,657 shares 4,657 $518K 0.08% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 10,900 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 11,475 shares; 2026Q1: 11,783 shares 11,783 $515K 0.08% +308 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: 3,828 shares; 2024Q4: 4,727 shares; 2025Q1: 4,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,881 shares 3,881 $512K 0.07% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 14,556 shares; 2025Q1: 14,470 shares; 2025Q2: 11,774 shares; 2025Q3: 11,440 shares; 2025Q4: 11,317 shares; 2026Q1: 10,041 shares 10,041 $508K 0.07% -1,276 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: 756 shares; 2024Q4: 768 shares; 2025Q1: 1,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,417 shares 1,417 $505K 0.07% 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,699 shares 6,699 $503K 0.07% new 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: 1,852 shares; 2024Q4: 1,667 shares; 2025Q1: 1,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $500K 0.07% new 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: 4,040 shares; 2024Q4: 12,602 shares; 2025Q1: 14,872 shares; 2025Q2: 16,167 shares; 2025Q3: 16,251 shares; 2025Q4: 18,311 shares; 2026Q1: 18,743 shares 18,743 $481K 0.07% +432 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: 10,760 shares; 2024Q4: 9,646 shares; 2025Q1: 9,219 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,586 shares 6,586 $479K 0.07% 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: 2,036 shares; 2024Q4: 1,912 shares; 2025Q1: 1,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares 1,585 $479K 0.07% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,560 shares; 2025Q1: 2,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,783 shares 2,783 $476K 0.07% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 6,679 shares; 2025Q1: 7,353 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,606 shares 6,606 $474K 0.07% new 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: 8,844 shares; 2024Q4: 8,549 shares; 2025Q1: 8,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,552 shares 7,552 $467K 0.07% new Timeline VWOB 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: 5,544 shares; 2024Q4: 6,220 shares; 2025Q1: 6,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,038 shares 7,038 $462K 0.07% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,336 shares; 2025Q1: 4,196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares 5,446 $461K 0.07% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 5,945 shares; 2025Q1: 6,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,085 shares 5,085 $460K 0.07% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 5,786 shares; 2025Q1: 5,757 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,553 shares 4,553 $458K 0.07% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 9,246 shares; 2025Q1: 10,500 shares; 2025Q2: 10,915 shares; 2025Q3: 11,232 shares; 2025Q4: 10,035 shares; 2026Q1: 9,725 shares 9,725 $457K 0.07% -310 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: 3,692 shares; 2024Q4: 3,531 shares; 2025Q1: 3,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares 3,145 $457K 0.07% new 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: 5,597 shares; 2024Q4: 10,725 shares; 2025Q1: 12,619 shares; 2025Q2: 14,476 shares; 2025Q3: 13,659 shares; 2025Q4: 15,674 shares; 2026Q1: 15,680 shares 15,680 $456K 0.07% +6 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: 8,714 shares; 2025Q1: 8,714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,503 shares 5,503 $454K 0.07% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 6,794 shares; 2025Q1: 6,965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,855 shares 8,855 $449K 0.07% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,599 shares; 2025Q1: 1,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares 2,722 $440K 0.06% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,882 shares; 2025Q1: 4,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares 8,944 $438K 0.06% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 271 shares; 2025Q1: 351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,546 shares 7,546 $435K 0.06% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 8,233 shares; 2025Q1: 7,818 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,969 shares 5,969 $434K 0.06% new 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: 6,163 shares; 2024Q4: 6,246 shares; 2025Q1: 6,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,768 shares 5,768 $430K 0.06% new 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: 1,636 shares; 2024Q4: 1,968 shares; 2025Q1: 1,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,271 shares 1,271 $429K 0.06% 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: 5,539 shares; 2024Q4: 6,148 shares; 2025Q1: 6,710 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,903 shares 7,903 $428K 0.06% new 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: 5,277 shares; 2024Q4: 5,253 shares; 2025Q1: 6,442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,007 shares 4,007 $425K 0.06% new 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: 286 shares; 2024Q4: 314 shares; 2025Q1: 311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares 486 $424K 0.06% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,414 shares; 2025Q1: 1,808 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,330 shares 5,330 $418K 0.06% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,843 shares; 2025Q1: 3,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,274 shares 4,274 $418K 0.06% new 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: 965 shares; 2024Q4: 1,190 shares; 2025Q1: 1,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,680 shares 3,680 $417K 0.06% 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: 1,344 shares; 2024Q4: 3,405 shares; 2025Q1: 3,508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,424 shares 3,424 $415K 0.06% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,088 shares; 2024Q4: 30,986 shares; 2025Q1: 28,421 shares; 2025Q2: 28,307 shares; 2025Q3: 26,186 shares; 2025Q4: 26,072 shares; 2026Q1: 26,059 shares 26,059 $414K 0.06% -13 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 5,042 shares; 2025Q1: 5,558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares 5,959 $413K 0.06% new 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: 2,732 shares; 2024Q4: 2,688 shares; 2025Q1: 2,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares 1,171 $412K 0.06% new 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: 2,558 shares; 2024Q4: 3,845 shares; 2025Q1: 1,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $407K 0.06% new 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: 1,725 shares; 2024Q4: 1,723 shares; 2025Q1: 1,756 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares 406 $404K 0.06% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 4,329 shares; 2025Q1: 4,427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares 4,983 $401K 0.06% new 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: 2,992 shares; 2024Q4: 4,463 shares; 2025Q1: 3,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,726 shares 2,726 $401K 0.06% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 5,167 shares; 2025Q1: 5,177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,735 shares 6,735 $394K 0.06% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: 8,430 shares; 2025Q1: 8,769 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,432 shares 9,432 $393K 0.06% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 13,542 shares; 2025Q1: 13,552 shares; 2025Q2: 13,567 shares; 2025Q3: 13,001 shares; 2025Q4: 12,924 shares; 2026Q1: 12,928 shares 12,928 $392K 0.06% +4 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 9,031 shares; 2025Q1: 9,181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,024 shares 9,024 $390K 0.06% 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: 1,342 shares; 2024Q4: 1,280 shares; 2025Q1: 1,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares 2,437 $389K 0.06% new 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: 472 shares; 2024Q4: 1,172 shares; 2025Q1: 1,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,421 shares 2,421 $388K 0.06% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 7,535 shares; 2025Q1: 7,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,525 shares; 2026Q1: 17,868 shares 17,868 $387K 0.06% +3,343 Timeline TFI 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: 227 shares; 2024Q4: 218 shares; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,525 shares 8,525 $387K 0.06% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 3,957 shares; 2025Q1: 4,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares 6,410 $379K 0.06% new 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: 4,404 shares; 2024Q4: 5,548 shares; 2025Q1: 6,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,898 shares 5,898 $378K 0.06% 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: 5,293 shares; 2024Q4: 5,872 shares; 2025Q1: 5,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,395 shares 7,395 $376K 0.05% new 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: 123 shares; 2024Q4: 806 shares; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares 651 $375K 0.05% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 3,935 shares; 2025Q1: 3,956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $372K 0.05% 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: 2,926 shares; 2024Q4: 2,946 shares; 2025Q1: 3,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $363K 0.05% new 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: 4,047 shares; 2024Q4: 5,013 shares; 2025Q1: 4,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,337 shares 3,337 $361K 0.05% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 7,788 shares; 2025Q1: 7,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,983 shares 6,983 $359K 0.05% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,501 shares; 2025Q1: 1,523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $355K 0.05% new 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: 7,289 shares; 2024Q4: 7,396 shares; 2025Q1: 8,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,004 shares 8,004 $353K 0.05% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 2,172 shares; 2025Q1: 1,506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares 1,406 $352K 0.05% 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: 30 shares; 2024Q4: 58 shares; 2025Q1: 197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,771 shares 1,771 $351K 0.05% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 4,249 shares; 2025Q1: 4,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,014 shares 5,014 $348K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 545 shares; 2025Q1: 588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,049 shares 1,049 $342K 0.05% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,001 shares 6,001 $342K 0.05% new 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: 1,641 shares; 2024Q4: 2,270 shares; 2025Q1: 2,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares 1,876 $342K 0.05% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 3,618 shares; 2025Q1: 4,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,571 shares 6,571 $341K 0.05% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 7,261 shares; 2025Q1: 7,839 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,161 shares 6,161 $340K 0.05% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,600 shares 8,600 $338K 0.05% 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: 1,897 shares; 2024Q4: 1,775 shares; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares 1,494 $338K 0.05% new 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: 3,115 shares; 2024Q4: 3,048 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,330 shares 2,330 $337K 0.05% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,687 shares 6,687 $334K 0.05% new Timeline SCHP 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: 425 shares; 2024Q4: 2,050 shares; 2025Q1: 7,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,523 shares 12,523 $333K 0.05% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,310 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,570 shares 3,570 $333K 0.05% new 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: 610 shares; 2024Q4: 608 shares; 2025Q1: 703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares 702 $332K 0.05% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,200 shares; 2025Q1: 3,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,552 shares 3,552 $331K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,104 shares; 2025Q1: 2,065 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,706 shares 1,706 $331K 0.05% new 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: 1,714 shares; 2024Q4: 3,156 shares; 2025Q1: 3,259 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,223 shares 3,223 $331K 0.05% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 6,946 shares; 2025Q1: 6,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,780 shares 7,780 $328K 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,200 shares; 2025Q1: 3,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,494 shares 3,494 $325K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,296 shares; 2024Q4: 26,968 shares; 2025Q1: 29,707 shares; 2025Q2: 31,196 shares; 2025Q3: 30,795 shares; 2025Q4: 29,472 shares; 2026Q1: 27,722 shares 27,722 $320K 0.05% -1,750 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 2,573 shares; 2025Q1: 2,862 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,581 shares 4,581 $318K 0.05% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 2,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,313 shares 8,313 $306K 0.04% new 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: 1,461 shares; 2024Q4: 1,348 shares; 2025Q1: 1,063 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares 886 $303K 0.04% new 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: 1,201 shares; 2024Q4: 1,252 shares; 2025Q1: 1,264 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $290K 0.04% new 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: 4,635 shares; 2024Q4: 4,762 shares; 2025Q1: 4,876 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,561 shares 4,561 $286K 0.04% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,276 shares; 2025Q1: 5,311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,193 shares 6,193 $284K 0.04% new 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: 5,890 shares; 2024Q4: 6,594 shares; 2025Q1: 5,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,342 shares 7,342 $270K 0.04% 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: 3,822 shares; 2024Q4: 3,654 shares; 2025Q1: 3,752 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,976 shares 1,976 $269K 0.04% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 2,085 shares; 2025Q1: 1,703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares 2,801 $265K 0.04% 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: 1,361 shares; 2024Q4: 1,457 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $265K 0.04% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 2,595 shares; 2025Q1: 2,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,231 shares 6,231 $264K 0.04% new 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: 817 shares; 2024Q4: 782 shares; 2025Q1: 1,178 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,398 shares 1,398 $261K 0.04% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 10,020 shares; 2025Q1: 5,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,110 shares 5,110 $259K 0.04% new 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: 3,421 shares; 2024Q4: 3,361 shares; 2025Q1: 3,357 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares 2,605 $259K 0.04% new Timeline BKLN 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: 20,288 shares; 2024Q4: 19,214 shares; 2025Q1: 19,250 shares; 2025Q2: 15,697 shares; 2025Q3: 14,333 shares; 2025Q4: 13,698 shares; 2026Q1: 12,619 shares 12,619 $258K 0.04% -1,079 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: 728 shares; 2024Q4: 783 shares; 2025Q1: 858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares 913 $255K 0.04% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 1,047 shares; 2025Q1: 1,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,869 shares 1,869 $253K 0.04% new Timeline EZU 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: 4,859 shares; 2024Q4: 4,668 shares; 2025Q1: 4,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,996 shares 3,996 $250K 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 7,330 shares; 2025Q1: 7,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,948 shares 4,948 $249K 0.04% new Timeline SPIB 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: 5,255 shares; 2024Q4: 5,251 shares; 2025Q1: 5,976 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,419 shares 7,419 $249K 0.04% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 6,470 shares 6,470 $249K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 2,670 shares; 2025Q1: 2,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares 2,092 $248K 0.04% new 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: 830 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $247K 0.04% new 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: 1,306 shares; 2024Q4: 1,488 shares; 2025Q1: 1,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares 2,136 $247K 0.04% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,950 shares; 2025Q1: 2,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,010 shares 3,010 $247K 0.04% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,496 shares; 2025Q1: 6,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,707 shares 6,707 $243K 0.04% new 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: 1,440 shares; 2024Q4: 1,525 shares; 2025Q1: 1,546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $240K 0.04% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 7,581 shares; 2025Q1: 7,480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,999 shares 6,999 $239K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares 1,209 $238K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,014 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703 $238K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,694 shares; 2025Q1: 1,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares 873 $236K 0.03% 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: 1,422 shares; 2024Q4: 2,629 shares; 2025Q1: 2,234 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,496 shares 2,496 $235K 0.03% new 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: 7,100 shares; 2024Q4: 7,051 shares; 2025Q1: 7,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,469 shares 4,469 $235K 0.03% new 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: 1,821 shares; 2024Q4: 2,562 shares; 2025Q1: 2,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,042 shares 4,042 $233K 0.03% 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: 499 shares; 2024Q4: 650 shares; 2025Q1: 521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares 472 $232K 0.03% new 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: 12,299 shares; 2024Q4: 12,299 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 12,299 shares; 2025Q4: 12,299 shares; 2026Q1: 12,299 shares 12,299 $231K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 179 shares; 2025Q1: 183 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares 543 $226K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $226K 0.03% new 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: 4,278 shares; 2024Q4: 8,681 shares; 2025Q1: 9,190 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,138 shares 9,138 $226K 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: 1,206 shares; 2024Q4: 744 shares; 2025Q1: 806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 744 shares 744 $225K 0.03% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 2,412 shares; 2025Q1: 1,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,612 shares 4,612 $225K 0.03% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 2,845 shares; 2025Q1: 4,395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,661 shares 7,661 $218K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,720 shares; 2025Q1: 1,639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares 1,044 $217K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,309 shares; 2025Q1: 7,527 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares 4,684 $215K 0.03% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,665 shares 2,665 $213K 0.03% new 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: 3,196 shares; 2024Q4: 2,504 shares; 2025Q1: 2,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,039 shares 4,039 $213K 0.03% new 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: 321 shares; 2024Q4: 340 shares; 2025Q1: 355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares 378 $213K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,784 shares; 2025Q1: 1,788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,634 shares 1,634 $210K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 927 shares; 2025Q1: 949 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares 1,387 $209K 0.03% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,446 shares 2,446 $208K 0.03% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,447 shares; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,849 shares 10,849 $205K 0.03% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,250 shares 2,250 $205K 0.03% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 5,690 shares; 2025Q1: 8,698 shares; 2025Q2: 11,360 shares; 2025Q3: not reported; 2025Q4: 10,330 shares; 2026Q1: 11,027 shares 11,027 $204K 0.03% +697 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,556 shares; 2025Q1: 3,181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,341 shares 2,341 $203K 0.03% 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: 4,672 shares; 2024Q4: 4,789 shares; 2025Q1: 4,818 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,898 shares 3,898 $203K 0.03% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,312 shares 8,312 $203K 0.03% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,319 shares; 2024Q4: 22,154 shares; 2025Q1: 22,637 shares; 2025Q2: 22,174 shares; 2025Q3: 21,171 shares; 2025Q4: 20,400 shares; 2026Q1: 19,628 shares 19,628 $174K 0.03% -772 Timeline BIZD 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: 13,616 shares; 2024Q4: 13,616 shares; 2025Q1: 13,616 shares; 2025Q2: 13,616 shares; 2025Q3: 13,616 shares; 2025Q4: 13,393 shares; 2026Q1: 13,393 shares 13,393 $171K 0.03% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $154K 0.02% 0 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,755 shares; 2026Q1: 11,755 shares 11,755 $50K 0.01% 0 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 12,700 shares; 2025Q1: 12,700 shares; 2025Q2: 12,700 shares; 2025Q3: not reported; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares 12,700 $18.2K <0.01% 0 Timeline