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: 67,823 shares; 2024Q4: 67,714 shares; 2025Q1: 68,813 shares; 2025Q2: 68,123 shares; 2025Q3: 68,098 shares; 2025Q4: 67,876 shares; 2026Q1: 67,692 shares 67,692 $62.3M 23.14% -184 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: 259,133 shares; 2024Q4: 538,224 shares; 2025Q1: 533,833 shares; 2025Q2: 532,904 shares; 2025Q3: 532,626 shares; 2025Q4: 553,411 shares; 2026Q1: 558,092 shares 558,092 $13.8M 5.13% +4,681 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,940 shares; 2024Q4: 133,799 shares; 2025Q1: 134,086 shares; 2025Q2: 132,191 shares; 2025Q3: 134,023 shares; 2025Q4: 138,081 shares; 2026Q1: 140,644 shares 140,644 $13M 4.83% +2,563 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,754 shares; 2024Q4: 141,061 shares; 2025Q1: 219,590 shares; 2025Q2: 351,966 shares; 2025Q3: 364,868 shares; 2025Q4: 472,655 shares; 2026Q1: 504,537 shares 504,537 $12.5M 4.65% +31,882 Timeline FVD 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: 207,299 shares; 2024Q4: 218,998 shares; 2025Q1: 230,765 shares; 2025Q2: 245,277 shares; 2025Q3: 250,676 shares; 2025Q4: 236,240 shares; 2026Q1: 233,337 shares 233,337 $11M 4.08% -2,903 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: 102,165 shares; 2024Q4: 105,759 shares; 2025Q1: 109,312 shares; 2025Q2: 115,347 shares; 2025Q3: 117,758 shares; 2025Q4: 114,921 shares; 2026Q1: 115,800 shares 115,800 $10.7M 3.99% +879 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: 23,049 shares; 2024Q4: 22,964 shares; 2025Q1: 22,955 shares; 2025Q2: 22,943 shares; 2025Q3: 22,438 shares; 2025Q4: 22,577 shares; 2026Q1: 22,098 shares 22,098 $9.42M 3.5% -479 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,123 shares; 2024Q4: 111,869 shares; 2025Q1: 175,286 shares; 2025Q2: 258,325 shares; 2025Q3: 262,172 shares; 2025Q4: 327,566 shares; 2026Q1: 354,226 shares 354,226 $8.61M 3.2% +26,660 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,372 shares; 2025Q1: 8,389 shares; 2025Q2: 25,613 shares; 2025Q3: 25,982 shares; 2025Q4: 27,706 shares; 2026Q1: 28,968 shares 28,968 $6.78M 2.52% +1,262 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: 35,808 shares; 2024Q4: 35,895 shares; 2025Q1: 36,527 shares; 2025Q2: 36,264 shares; 2025Q3: 37,301 shares; 2025Q4: 37,460 shares; 2026Q1: 37,431 shares 37,431 $6.53M 2.43% -29 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,991 shares; 2024Q4: 57,902 shares; 2025Q1: 62,457 shares; 2025Q2: 65,508 shares; 2025Q3: 66,980 shares; 2025Q4: 67,471 shares; 2026Q1: 69,247 shares 69,247 $5.03M 1.87% +1,776 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: 12,224 shares; 2024Q4: 14,520 shares; 2025Q1: 14,613 shares; 2025Q2: 15,076 shares; 2025Q3: 15,890 shares; 2025Q4: 17,516 shares; 2026Q1: 17,641 shares 17,641 $4.48M 1.66% +125 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: 15,439 shares; 2024Q4: 15,573 shares; 2025Q1: 15,517 shares; 2025Q2: 15,344 shares; 2025Q3: 15,469 shares; 2025Q4: 15,070 shares; 2026Q1: 14,957 shares 14,957 $4.4M 1.64% -113 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 5,057 shares; 2025Q2: 17,517 shares; 2025Q3: 17,981 shares; 2025Q4: 18,872 shares; 2026Q1: 19,395 shares 19,395 $4.19M 1.56% +523 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: 20,865 shares; 2024Q4: 20,819 shares; 2025Q1: 20,723 shares; 2025Q2: 20,537 shares; 2025Q3: 20,104 shares; 2025Q4: 19,922 shares; 2026Q1: 19,334 shares 19,334 $4.13M 1.54% -588 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,165 shares; 2026Q1: 60,458 shares 60,458 $4.13M 1.53% +16,293 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: 5,791 shares; 2025Q2: 17,922 shares; 2025Q3: 18,399 shares; 2025Q4: 18,707 shares; 2026Q1: 19,219 shares 19,219 $3.86M 1.43% +512 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: 15,656 shares; 2024Q4: 15,632 shares; 2025Q1: 15,596 shares; 2025Q2: 15,225 shares; 2025Q3: 15,119 shares; 2025Q4: 14,764 shares; 2026Q1: 14,466 shares 14,466 $3.59M 1.33% -298 Timeline LGOV 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: 252,236 shares; 2024Q4: 235,344 shares; 2025Q1: 214,987 shares; 2025Q2: 151,759 shares; 2025Q3: 145,272 shares; 2025Q4: 152,141 shares; 2026Q1: 155,435 shares 155,435 $3.35M 1.25% +3,294 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,006 shares; 2024Q4: 26,006 shares; 2025Q1: 26,006 shares; 2025Q2: 27,666 shares; 2025Q3: 27,666 shares; 2025Q4: 27,666 shares; 2026Q1: 27,666 shares 27,666 $2.78M 1.03% 0 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: 14,860 shares; 2024Q4: 14,423 shares; 2025Q1: 13,530 shares; 2025Q2: 14,037 shares; 2025Q3: 14,099 shares; 2025Q4: 14,231 shares; 2026Q1: 13,335 shares 13,335 $2.78M 1.03% -896 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: 245,216 shares; 2024Q4: 220,786 shares; 2025Q1: 186,503 shares; 2025Q2: 79,113 shares; 2025Q3: 76,486 shares; 2025Q4: 81,539 shares; 2026Q1: 84,113 shares 84,113 $2.77M 1.03% +2,574 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,987 shares; 2024Q4: 32,987 shares; 2025Q1: 32,987 shares; 2025Q2: 32,987 shares; 2025Q3: 32,987 shares; 2025Q4: 30,322 shares; 2026Q1: 30,322 shares 30,322 $2.67M 0.99% 0 Timeline FXH 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: 48,830 shares; 2024Q4: 47,325 shares; 2025Q1: 43,571 shares; 2025Q2: 33,277 shares; 2025Q3: 33,056 shares; 2025Q4: 25,192 shares; 2026Q1: 22,609 shares 22,609 $2.48M 0.92% -2,583 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: 5,368 shares; 2024Q4: 5,287 shares; 2025Q1: 5,370 shares; 2025Q2: 5,123 shares; 2025Q3: 5,752 shares; 2025Q4: 6,427 shares; 2026Q1: 6,224 shares 6,224 $2.3M 0.86% -203 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 1,174 shares; 2025Q4: 2,003 shares; 2026Q1: 3,433 shares 3,433 $2.24M 0.83% +1,430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,328 shares; 2025Q3: 23,328 shares; 2025Q4: 25,989 shares; 2026Q1: 25,989 shares 25,989 $1.99M 0.74% 0 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: 7,295 shares; 2024Q4: 5,984 shares; 2025Q1: 5,702 shares; 2025Q2: 5,516 shares; 2025Q3: 6,171 shares; 2025Q4: 6,251 shares; 2026Q1: 6,413 shares 6,413 $1.98M 0.74% +162 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: 37,425 shares; 2024Q4: 36,418 shares; 2025Q1: 35,151 shares; 2025Q2: 35,313 shares; 2025Q3: 34,401 shares; 2025Q4: 33,007 shares; 2026Q1: 31,907 shares 31,907 $1.72M 0.64% -1,100 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: 8,959 shares; 2024Q4: 9,438 shares; 2025Q1: 9,459 shares; 2025Q2: 10,092 shares; 2025Q3: 10,341 shares; 2025Q4: 10,221 shares; 2026Q1: 9,705 shares 9,705 $1.65M 0.61% -516 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: 1,877 shares; 2024Q4: 1,867 shares; 2025Q1: 1,868 shares; 2025Q2: 1,882 shares; 2025Q3: 1,934 shares; 2025Q4: 18,858 shares; 2026Q1: 16,531 shares 16,531 $1.59M 0.59% -2,327 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,698 shares; 2025Q1: 6,516 shares; 2025Q2: 15,159 shares; 2025Q3: 15,018 shares; 2025Q4: 14,960 shares; 2026Q1: 15,475 shares 15,475 $1.45M 0.54% +515 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: 3,568 shares; 2024Q4: 3,641 shares; 2025Q1: 3,799 shares; 2025Q2: 4,025 shares; 2025Q3: 4,224 shares; 2025Q4: 4,887 shares; 2026Q1: 4,995 shares 4,995 $1.44M 0.53% +108 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: 29,291 shares; 2024Q4: 28,783 shares; 2025Q1: 26,112 shares; 2025Q2: 25,052 shares; 2025Q3: 24,459 shares; 2025Q4: 25,366 shares; 2026Q1: 26,013 shares 26,013 $1.38M 0.51% +647 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: 4,055 shares; 2024Q4: 4,033 shares; 2025Q1: 3,903 shares; 2025Q2: 4,001 shares; 2025Q3: 4,169 shares; 2025Q4: 3,669 shares; 2026Q1: 3,718 shares 3,718 $1.38M 0.51% +49 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: 5,557 shares; 2024Q4: 5,565 shares; 2025Q1: 6,814 shares; 2025Q2: 6,956 shares; 2025Q3: 6,945 shares; 2025Q4: 7,052 shares; 2026Q1: 6,674 shares 6,674 $1.29M 0.48% -378 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: 1,799 shares; 2024Q4: 1,798 shares; 2025Q1: 1,634 shares; 2025Q2: 1,564 shares; 2025Q3: 1,572 shares; 2025Q4: 1,576 shares; 2026Q1: 1,511 shares 1,511 $1.28M 0.48% -65 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,318 shares; 2026Q1: 32,683 shares 32,683 $1.18M 0.44% +7,365 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $1.13M 0.42% 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: 1,476 shares; 2024Q4: 1,496 shares; 2025Q1: 1,499 shares; 2025Q2: 1,446 shares; 2025Q3: 1,549 shares; 2025Q4: 1,808 shares; 2026Q1: 1,924 shares 1,924 $1.1M 0.41% +116 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: 3,598 shares; 2024Q4: 3,292 shares; 2025Q1: 3,454 shares; 2025Q2: 3,381 shares; 2025Q3: 3,723 shares; 2025Q4: 4,147 shares; 2026Q1: 4,376 shares 4,376 $1.07M 0.4% +229 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: 11,693 shares; 2024Q4: 11,917 shares; 2025Q1: 11,917 shares; 2025Q2: 11,901 shares; 2025Q3: 9,977 shares; 2025Q4: 9,898 shares; 2026Q1: 9,863 shares 9,863 $958K 0.36% -35 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: 3,325 shares; 2024Q4: 3,299 shares; 2025Q1: 3,054 shares; 2025Q2: 3,053 shares; 2025Q3: 3,054 shares; 2025Q4: 2,669 shares; 2026Q1: 2,760 shares 2,760 $933K 0.35% +91 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: 3,450 shares; 2024Q4: 3,464 shares; 2025Q1: 3,418 shares; 2025Q2: 3,361 shares; 2025Q3: 3,371 shares; 2025Q4: 3,423 shares; 2026Q1: 3,302 shares 3,302 $800K 0.3% -121 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: 1,178 shares; 2024Q4: 1,192 shares; 2025Q1: 1,206 shares; 2025Q2: 1,208 shares; 2025Q3: 1,192 shares; 2025Q4: 1,201 shares; 2026Q1: 1,203 shares 1,203 $782K 0.29% +2 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: 1,368 shares; 2024Q4: 1,367 shares; 2025Q1: 1,370 shares; 2025Q2: 1,304 shares; 2025Q3: 1,288 shares; 2025Q4: 1,258 shares; 2026Q1: 1,261 shares 1,261 $778K 0.29% +3 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: 769 shares; 2024Q4: 771 shares; 2025Q1: 772 shares; 2025Q2: 861 shares; 2025Q3: 960 shares; 2025Q4: 973 shares; 2026Q1: 991 shares 991 $702K 0.26% +18 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 22,010 shares; 2025Q1: 22,587 shares; 2025Q2: 22,325 shares; 2025Q3: 23,239 shares; 2025Q4: 23,292 shares; 2026Q1: 23,046 shares 23,046 $662K 0.25% -246 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,262 shares; 2025Q1: 2,273 shares; 2025Q2: 2,278 shares; 2025Q3: 2,220 shares; 2025Q4: 2,192 shares; 2026Q1: 2,220 shares 2,220 $637K 0.24% +28 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: 4,589 shares; 2024Q4: 4,153 shares; 2025Q1: 7,936 shares; 2025Q2: 9,047 shares; 2025Q3: 8,985 shares; 2025Q4: 8,270 shares; 2026Q1: 8,013 shares 8,013 $609K 0.23% -257 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: 1,005 shares; 2024Q4: 1,114 shares; 2025Q1: 1,153 shares; 2025Q2: 1,386 shares; 2025Q3: 1,449 shares; 2025Q4: 1,278 shares; 2026Q1: 1,259 shares 1,259 $603K 0.22% -19 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: 7,619 shares; 2024Q4: 7,460 shares; 2025Q1: 7,460 shares; 2025Q2: 9,127 shares; 2025Q3: 9,765 shares; 2025Q4: 10,098 shares; 2026Q1: 9,385 shares 9,385 $601K 0.22% -713 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: 14,526 shares; 2024Q4: 14,266 shares; 2025Q1: 14,263 shares; 2025Q2: 14,931 shares; 2025Q3: 18,861 shares; 2025Q4: 18,744 shares; 2026Q1: 20,714 shares 20,714 $600K 0.22% +1,970 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: 4,170 shares; 2024Q4: 4,159 shares; 2025Q1: 4,180 shares; 2025Q2: 4,185 shares; 2025Q3: 4,154 shares; 2025Q4: 4,117 shares; 2026Q1: 4,110 shares 4,110 $600K 0.22% -7 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,340 shares; 2024Q4: 14,830 shares; 2025Q1: 12,356 shares; 2025Q2: 12,446 shares; 2025Q3: 12,475 shares; 2025Q4: 12,475 shares; 2026Q1: 12,568 shares 12,568 $586K 0.22% +93 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 890 shares; 2026Q1: 834 shares 834 $582K 0.22% -56 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: 2,710 shares; 2024Q4: 2,682 shares; 2025Q1: 2,820 shares; 2025Q2: 2,664 shares; 2025Q3: 2,820 shares; 2025Q4: 2,602 shares; 2026Q1: 2,571 shares 2,571 $559K 0.21% -31 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: 1,877 shares; 2024Q4: 1,796 shares; 2025Q1: 1,812 shares; 2025Q2: 1,747 shares; 2025Q3: 1,775 shares; 2025Q4: 1,817 shares; 2026Q1: 1,809 shares 1,809 $547K 0.2% -8 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 3,954 shares 3,954 $517K 0.19% 0 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: 9,072 shares; 2024Q4: 9,435 shares; 2025Q1: 9,673 shares; 2025Q2: 9,588 shares; 2025Q3: 4,532 shares; 2025Q4: 4,059 shares; 2026Q1: 3,417 shares 3,417 $494K 0.18% -642 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: 3,061 shares; 2024Q4: 2,881 shares; 2025Q1: 2,344 shares; 2025Q2: 2,064 shares; 2025Q3: 2,320 shares; 2025Q4: 2,231 shares; 2026Q1: 2,318 shares 2,318 $480K 0.18% +87 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: 8,205 shares; 2024Q4: 6,849 shares; 2025Q1: 5,429 shares; 2025Q2: 6,156 shares; 2025Q3: 6,114 shares; 2025Q4: 6,471 shares; 2026Q1: 6,456 shares 6,456 $470K 0.17% -15 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,712 shares; 2025Q1: 4,712 shares; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares 4,712 $458K 0.17% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 17,300 shares; 2025Q1: 17,311 shares; 2025Q2: 18,209 shares; 2025Q3: 16,552 shares; 2025Q4: 16,255 shares; 2026Q1: 16,275 shares 16,275 $447K 0.17% +20 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: not reported; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 3,340 shares; 2025Q3: 3,358 shares; 2025Q4: 3,433 shares; 2026Q1: 3,397 shares 3,397 $445K 0.17% -36 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: 1,236 shares; 2024Q4: 1,378 shares; 2025Q1: 1,365 shares; 2025Q2: 1,208 shares; 2025Q3: 1,298 shares; 2025Q4: 1,222 shares; 2026Q1: 1,414 shares 1,414 $439K 0.16% +192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 4,735 shares; 2025Q4: 5,132 shares; 2026Q1: 5,372 shares 5,372 $428K 0.16% +240 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: 480 shares; 2025Q2: 497 shares; 2025Q3: 488 shares; 2025Q4: 448 shares; 2026Q1: 434 shares 434 $417K 0.16% -14 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: 1,321 shares; 2024Q4: 1,348 shares; 2025Q1: 1,244 shares; 2025Q2: 1,253 shares; 2025Q3: 1,155 shares; 2025Q4: 1,088 shares; 2026Q1: 1,164 shares 1,164 $416K 0.15% +76 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,235 shares; 2025Q1: 3,212 shares; 2025Q2: 3,262 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,283 shares 3,283 $403K 0.15% -13 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: 1,956 shares 1,956 $386K 0.14% 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: 3,871 shares; 2024Q4: 4,083 shares; 2025Q1: 3,676 shares; 2025Q2: 2,998 shares; 2025Q3: 4,072 shares; 2025Q4: 4,086 shares; 2026Q1: 4,142 shares 4,142 $385K 0.14% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,184 shares; 2026Q1: 1,118 shares 1,118 $378K 0.14% -66 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: 3,036 shares; 2024Q4: 2,984 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,320 shares; 2025Q4: 3,153 shares; 2026Q1: 3,093 shares 3,093 $367K 0.14% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,424 shares; 2026Q1: 1,426 shares 1,426 $357K 0.13% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,066 shares; 2025Q4: 5,066 shares; 2026Q1: 5,066 shares 5,066 $345K 0.13% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 9,630 shares; 2025Q1: 9,630 shares; 2025Q2: 9,630 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares 9,630 $342K 0.13% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,171 shares 5,171 $341K 0.13% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 357 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 364 shares; 2026Q1: 394 shares 394 $341K 0.13% +30 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $341K 0.13% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,666 shares; 2025Q1: 8,646 shares; 2025Q2: 8,671 shares; 2025Q3: 8,696 shares; 2025Q4: 8,716 shares; 2026Q1: 8,738 shares 8,738 $340K 0.13% +22 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: 4,257 shares; 2024Q4: 4,596 shares; 2025Q1: 4,409 shares; 2025Q2: 2,575 shares; 2025Q3: 3,052 shares; 2025Q4: 2,739 shares; 2026Q1: 2,819 shares 2,819 $339K 0.13% +80 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,472 shares; 2025Q1: 7,702 shares; 2025Q2: 7,376 shares; 2025Q3: 6,364 shares; 2025Q4: 5,888 shares; 2026Q1: 5,688 shares 5,688 $338K 0.13% -200 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 504 shares; 2025Q1: 540 shares; 2025Q2: 520 shares; 2025Q3: 567 shares; 2025Q4: 2,730 shares; 2026Q1: 3,221 shares 3,221 $337K 0.13% +491 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: 9,242 shares; 2024Q4: 9,058 shares; 2025Q1: 9,103 shares; 2025Q2: 10,902 shares; 2025Q3: 11,755 shares; 2025Q4: 11,507 shares; 2026Q1: 11,806 shares 11,806 $332K 0.12% +299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,942 shares; 2025Q4: 1,990 shares; 2026Q1: 2,065 shares 2,065 $330K 0.12% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares 1,677 $326K 0.12% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares 2,183 $323K 0.12% 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: 1,274 shares; 2024Q4: 1,327 shares; 2025Q1: 1,010 shares; 2025Q2: 1,131 shares; 2025Q3: 1,302 shares; 2025Q4: 1,150 shares; 2026Q1: 979 shares 979 $322K 0.12% -171 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: 3,936 shares; 2024Q4: 4,087 shares; 2025Q1: 3,857 shares; 2025Q2: 3,588 shares; 2025Q3: 3,697 shares; 2025Q4: 3,879 shares; 2026Q1: 3,682 shares 3,682 $319K 0.12% -197 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,464 shares; 2025Q3: 1,519 shares; 2025Q4: 1,289 shares; 2026Q1: 1,909 shares 1,909 $316K 0.12% +620 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: 886 shares; 2024Q4: 1,035 shares; 2025Q1: 1,068 shares; 2025Q2: 1,345 shares; 2025Q3: 1,685 shares; 2025Q4: 1,414 shares; 2026Q1: 1,158 shares 1,158 $313K 0.12% -256 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,221 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,054 shares; 2026Q1: 980 shares 980 $312K 0.12% -74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,094 shares; 2026Q1: 2,482 shares 2,482 $308K 0.11% +388 Timeline FGD 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: 9,577 shares; 2024Q4: 9,577 shares; 2025Q1: 9,577 shares; 2025Q2: 9,577 shares; 2025Q3: 9,577 shares; 2025Q4: 9,577 shares; 2026Q1: 9,577 shares 9,577 $306K 0.11% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,839 shares 1,839 $303K 0.11% +60 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,698 shares; 2025Q1: 1,715 shares; 2025Q2: 1,458 shares; 2025Q3: 1,111 shares; 2025Q4: 1,115 shares; 2026Q1: 1,241 shares 1,241 $301K 0.11% +126 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,102 shares; 2025Q3: 1,474 shares; 2025Q4: 1,515 shares; 2026Q1: 1,517 shares 1,517 $301K 0.11% +2 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: 524 shares; 2024Q4: 528 shares; 2025Q1: 535 shares; 2025Q2: 560 shares; 2025Q3: 584 shares; 2025Q4: 564 shares; 2026Q1: 586 shares 586 $293K 0.11% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 839 shares 839 $287K 0.11% new 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: 2,712 shares; 2024Q4: not reported; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,975 shares; 2025Q4: 1,841 shares; 2026Q1: 2,261 shares 2,261 $284K 0.11% +420 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: not reported; 2024Q4: 1,166 shares; 2025Q1: 1,177 shares; 2025Q2: 1,183 shares; 2025Q3: 1,217 shares; 2025Q4: 1,257 shares; 2026Q1: 1,762 shares 1,762 $282K 0.1% +505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,126 shares 2,126 $281K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,927 shares; 2025Q3: 7,713 shares; 2025Q4: 7,896 shares; 2026Q1: 5,744 shares 5,744 $280K 0.1% -2,152 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: 2,324 shares; 2024Q4: 2,327 shares; 2025Q1: 1,805 shares; 2025Q2: 1,849 shares; 2025Q3: 1,910 shares; 2025Q4: 1,894 shares; 2026Q1: 1,336 shares 1,336 $278K 0.1% -558 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: 3,351 shares; 2024Q4: 3,636 shares; 2025Q1: 3,831 shares; 2025Q2: 3,895 shares; 2025Q3: 3,957 shares; 2025Q4: 3,922 shares; 2026Q1: 3,856 shares 3,856 $277K 0.1% -66 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares 1,128 $275K 0.1% new 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $271K 0.1% 0 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: 8,189 shares; 2024Q4: 8,311 shares; 2025Q1: 7,740 shares; 2025Q2: 7,552 shares; 2025Q3: 6,458 shares; 2025Q4: 6,447 shares; 2026Q1: 6,569 shares 6,569 $270K 0.1% +122 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 951 shares; 2025Q2: 929 shares; 2025Q3: 991 shares; 2025Q4: 967 shares; 2026Q1: 970 shares 970 $270K 0.1% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares 2,848 $265K 0.1% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 5,031 shares; 2025Q1: 5,086 shares; 2025Q2: 5,061 shares; 2025Q3: 5,911 shares; 2025Q4: 4,473 shares; 2026Q1: 4,701 shares 4,701 $265K 0.1% +228 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: 3,053 shares; 2024Q4: 3,033 shares; 2025Q1: 2,942 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares 2,663 $264K 0.1% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 1,896 shares 1,896 $264K 0.1% -24 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,599 shares; 2025Q1: 1,559 shares; 2025Q2: 1,381 shares; 2025Q3: 1,263 shares; 2025Q4: 1,260 shares; 2026Q1: 1,255 shares 1,255 $264K 0.1% -5 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: not reported; 2024Q4: 227 shares; 2025Q1: 249 shares; 2025Q2: 279 shares; 2025Q3: 288 shares; 2025Q4: 259 shares; 2026Q1: 262 shares 262 $262K 0.1% +3 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 605 shares; 2025Q3: 608 shares; 2025Q4: 585 shares; 2026Q1: 602 shares 602 $261K 0.1% +17 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: 2,962 shares; 2024Q4: 2,986 shares; 2025Q1: 2,997 shares; 2025Q2: 2,555 shares; 2025Q3: 2,607 shares; 2025Q4: 2,701 shares; 2026Q1: 2,536 shares 2,536 $260K 0.1% -165 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,493 shares; 2026Q1: 1,750 shares 1,750 $256K 0.1% +257 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,914 shares; 2025Q3: 3,509 shares; 2025Q4: 3,570 shares; 2026Q1: 3,293 shares 3,293 $256K 0.09% -277 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,545 shares; 2025Q1: 12,102 shares; 2025Q2: 14,768 shares; 2025Q3: 14,768 shares; 2025Q4: 14,768 shares; 2026Q1: 13,489 shares 13,489 $253K 0.09% -1,279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $250K 0.09% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 2,532 shares; 2025Q3: 2,563 shares; 2025Q4: 2,691 shares; 2026Q1: 2,674 shares 2,674 $247K 0.09% -17 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 6,351 shares; 2025Q1: 6,337 shares; 2025Q2: 6,337 shares; 2025Q3: 6,337 shares; 2025Q4: 6,337 shares; 2026Q1: 6,337 shares 6,337 $243K 0.09% 0 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: 6,576 shares; 2024Q4: 6,571 shares; 2025Q1: 6,675 shares; 2025Q2: 6,457 shares; 2025Q3: 7,825 shares; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $234K 0.09% 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: 2,845 shares; 2024Q4: 2,440 shares; 2025Q1: 2,162 shares; 2025Q2: 2,021 shares; 2025Q3: 1,421 shares; 2025Q4: 1,352 shares; 2026Q1: 1,587 shares 1,587 $233K 0.09% +235 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: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: 3,264 shares; 2025Q3: 3,397 shares; 2025Q4: 3,265 shares; 2026Q1: 3,187 shares 3,187 $229K 0.09% -78 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: 6,461 shares; 2024Q4: 12,931 shares; 2025Q1: 9,883 shares; 2025Q2: 9,851 shares; 2025Q3: 9,724 shares; 2025Q4: 8,214 shares; 2026Q1: 7,844 shares 7,844 $228K 0.08% -370 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460 $228K 0.08% new Timeline FMF 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: 25,350 shares; 2024Q4: 22,333 shares; 2025Q1: 18,293 shares; 2025Q2: 7,695 shares; 2025Q3: 5,405 shares; 2025Q4: 4,462 shares; 2026Q1: 4,479 shares 4,479 $227K 0.08% +17 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: 2,315 shares; 2024Q4: 2,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,058 shares; 2025Q4: 1,765 shares; 2026Q1: 1,431 shares 1,431 $222K 0.08% -334 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 5,624 shares; 2025Q1: 5,471 shares; 2025Q2: 5,471 shares; 2025Q3: 5,500 shares; 2025Q4: 4,933 shares; 2026Q1: 4,801 shares 4,801 $220K 0.08% -132 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,305 shares; 2026Q1: 6,316 shares 6,316 $215K 0.08% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $214K 0.08% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares 996 $213K 0.08% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,817 shares 6,817 $209K 0.08% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares; 2026Q1: 1,326 shares 1,326 $209K 0.08% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares 156 $206K 0.08% new Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,690 shares 7,690 $204K 0.08% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 559 shares; 2025Q1: 557 shares; 2025Q2: 565 shares; 2025Q3: 558 shares; 2025Q4: 570 shares; 2026Q1: 440 shares 440 $203K 0.08% -130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $203K 0.08% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares 646 $202K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 931 shares 931 $200K 0.07% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 12,207 shares; 2025Q1: 13,379 shares; 2025Q2: 13,124 shares; 2025Q3: 13,678 shares; 2025Q4: 11,187 shares; 2026Q1: 12,562 shares 12,562 $126K 0.05% +1,375 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,440 shares; 2024Q4: 14,440 shares; 2025Q1: 14,440 shares; 2025Q2: 14,440 shares; 2025Q3: 14,440 shares; 2025Q4: 14,440 shares; 2026Q1: 14,440 shares 14,440 $63.4K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,874 shares; 2024Q4: 10,874 shares; 2025Q1: 10,874 shares; 2025Q2: 10,874 shares; 2025Q3: 10,874 shares; 2025Q4: 10,874 shares; 2026Q1: 10,874 shares 10,874 $54.7K 0.02% 0 Timeline