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: 133,615 shares; 2024Q4: 132,230 shares; 2025Q1: 126,191 shares; 2025Q2: 128,987 shares; 2025Q3: 124,413 shares; 2025Q4: 122,723 shares; 2026Q1: 121,640 shares 121,640 $30.9M 4.45% -1,083 Timeline FNDA 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: 442,380 shares; 2024Q4: 985,457 shares; 2025Q1: 1,245,013 shares; 2025Q2: 1,179,447 shares; 2025Q3: 1,034,807 shares; 2025Q4: 988,333 shares; 2026Q1: 940,337 shares 940,337 $30.5M 4.39% -47,996 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: 90,518 shares; 2024Q4: 90,525 shares; 2025Q1: 90,941 shares; 2025Q2: 90,351 shares; 2025Q3: 85,697 shares; 2025Q4: 83,523 shares; 2026Q1: 81,981 shares 81,981 $30.3M 4.37% -1,542 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: 75,323 shares; 2024Q4: 73,837 shares; 2025Q1: 76,498 shares; 2025Q2: not reported; 2025Q3: 75,053 shares; 2025Q4: 67,737 shares; 2026Q1: 64,612 shares 64,612 $18.6M 2.68% -3,125 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 344,154 shares; 2026Q1: 348,740 shares 348,740 $18.4M 2.66% +4,586 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: 62,061 shares; 2024Q4: 61,177 shares; 2025Q1: 62,114 shares; 2025Q2: 63,616 shares; 2025Q3: 64,672 shares; 2025Q4: 64,075 shares; 2026Q1: 63,074 shares 63,074 $15.4M 2.22% -1,001 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: 62,953 shares; 2024Q4: 62,577 shares; 2025Q1: 67,650 shares; 2025Q2: not reported; 2025Q3: 71,096 shares; 2025Q4: 71,330 shares; 2026Q1: 72,754 shares 72,754 $15.2M 2.18% +1,424 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,387 shares; 2024Q4: 347,584 shares; 2025Q1: 376,866 shares; 2025Q2: 453,479 shares; 2025Q3: 476,933 shares; 2025Q4: 490,965 shares; 2026Q1: 521,499 shares 521,499 $14.5M 2.09% +30,534 Timeline BERKSHIRE HATHAWAY INC DEL 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: 24,991 shares; 2024Q4: 24,378 shares; 2025Q1: 24,571 shares; 2025Q2: 24,913 shares; 2025Q3: 25,340 shares; 2025Q4: 24,754 shares; 2026Q1: 25,145 shares 25,145 $12M 1.74% +391 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,333 shares; 2024Q4: 129,310 shares; 2025Q1: 133,361 shares; 2025Q2: 131,542 shares; 2025Q3: 132,033 shares; 2025Q4: 127,718 shares; 2026Q1: 126,598 shares 126,598 $11.9M 1.71% -1,120 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: 39,776 shares; 2024Q4: 39,002 shares; 2025Q1: 38,589 shares; 2025Q2: 38,947 shares; 2025Q3: 38,571 shares; 2025Q4: 36,936 shares; 2026Q1: 37,290 shares 37,290 $11.3M 1.62% +354 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,781 shares; 2024Q4: 38,241 shares; 2025Q1: 76,430 shares; 2025Q2: 44,272 shares; 2025Q3: 241,476 shares; 2025Q4: 137,600 shares; 2026Q1: 222,282 shares 222,282 $11.2M 1.62% +84,682 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 14,380 shares; 2025Q1: 15,311 shares; 2025Q2: 16,277 shares; 2025Q3: 16,765 shares; 2025Q4: 17,124 shares; 2026Q1: 17,332 shares 17,332 $10.5M 1.51% +208 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: 18,112 shares; 2024Q4: 17,619 shares; 2025Q1: 17,938 shares; 2025Q2: 36,446 shares; 2025Q3: 18,670 shares; 2025Q4: 18,385 shares; 2026Q1: 19,083 shares 19,083 $9.54M 1.37% +698 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: 28,638 shares; 2024Q4: 28,246 shares; 2025Q1: 28,084 shares; 2025Q2: 28,067 shares; 2025Q3: 30,811 shares; 2025Q4: 39,755 shares; 2026Q1: 46,540 shares 46,540 $9.23M 1.33% +6,785 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: 11,288 shares; 2024Q4: 11,377 shares; 2025Q1: 11,253 shares; 2025Q2: 14,141 shares; 2025Q3: 14,182 shares; 2025Q4: 13,648 shares; 2026Q1: 13,342 shares 13,342 $8.72M 1.26% -306 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,729 shares; 2024Q4: 113,502 shares; 2025Q1: 114,383 shares; 2025Q2: 114,667 shares; 2025Q3: 115,505 shares; 2025Q4: 117,568 shares; 2026Q1: 119,885 shares 119,885 $8.55M 1.23% +2,317 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: 26,592 shares; 2024Q4: 26,459 shares; 2025Q1: 26,888 shares; 2025Q2: 29,993 shares; 2025Q3: 29,401 shares; 2025Q4: 29,184 shares; 2026Q1: 28,688 shares 28,688 $8.44M 1.22% -496 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: 150,403 shares; 2024Q4: 146,190 shares; 2025Q1: 147,536 shares; 2025Q2: 151,806 shares; 2025Q3: 151,003 shares; 2025Q4: 149,882 shares; 2026Q1: 154,767 shares 154,767 $8.05M 1.16% +4,885 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: 13,243 shares; 2024Q4: 13,400 shares; 2025Q1: 13,353 shares; 2025Q2: 13,353 shares; 2025Q3: 18,542 shares; 2025Q4: 35,660 shares; 2026Q1: 35,612 shares 35,612 $7.61M 1.1% -48 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: 43,296 shares; 2024Q4: 42,385 shares; 2025Q1: 41,993 shares; 2025Q2: 42,905 shares; 2025Q3: 44,356 shares; 2025Q4: 44,765 shares; 2026Q1: 48,886 shares 48,886 $7.59M 1.09% +4,121 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,049 shares; 2024Q4: 73,412 shares; 2025Q1: 77,836 shares; 2025Q2: 80,470 shares; 2025Q3: 82,499 shares; 2025Q4: 83,560 shares; 2026Q1: 87,472 shares 87,472 $7.58M 1.09% +3,912 TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,803 shares; 2024Q4: 44,138 shares; 2025Q1: 33,987 shares; 2025Q2: 39,680 shares; 2025Q3: 42,697 shares; 2025Q4: 35,337 shares; 2026Q1: 25,312 shares 25,312 $7.5M 1.08% -10,025 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,956 shares; 2025Q1: 11,244 shares; 2025Q2: 11,165 shares; 2025Q3: 8,713 shares; 2025Q4: 7,511 shares; 2026Q1: 4,926 shares 4,926 $7.25M 1.04% -2,585 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: 29,776 shares; 2024Q4: 29,086 shares; 2025Q1: 24,823 shares; 2025Q2: 27,375 shares; 2025Q3: 25,101 shares; 2025Q4: 23,853 shares; 2026Q1: 23,221 shares 23,221 $7.19M 1.04% -632 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,128 shares; 2024Q4: 64,641 shares; 2025Q1: 67,762 shares; 2025Q2: 74,826 shares; 2025Q3: 77,599 shares; 2025Q4: 79,526 shares; 2026Q1: 83,789 shares 83,789 $7.01M 1.01% +4,263 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,816 shares; 2024Q4: 22,479 shares; 2025Q1: 22,977 shares; 2025Q2: 24,184 shares; 2025Q3: 19,757 shares; 2025Q4: 18,707 shares; 2026Q1: 12,738 shares 12,738 $6.85M 0.99% -5,969 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: 4,784 shares; 2024Q4: 5,142 shares; 2025Q1: 5,330 shares; 2025Q2: 13,827 shares; 2025Q3: 15,934 shares; 2025Q4: 18,373 shares; 2026Q1: 19,436 shares 19,436 $6.84M 0.99% +1,063 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: 23,197 shares; 2024Q4: 23,000 shares; 2025Q1: 23,655 shares; 2025Q2: 25,630 shares; 2025Q3: 26,513 shares; 2025Q4: 26,664 shares; 2026Q1: 28,878 shares 28,878 $6.82M 0.98% +2,214 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: 38,851 shares; 2024Q4: 40,504 shares; 2025Q1: 42,940 shares; 2025Q2: 47,754 shares; 2025Q3: 49,576 shares; 2025Q4: 48,969 shares; 2026Q1: 52,915 shares 52,915 $6.81M 0.98% +3,946 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: 126,823 shares; 2024Q4: 121,335 shares; 2025Q1: 133,468 shares; 2025Q2: 156,611 shares; 2025Q3: 161,974 shares; 2025Q4: 200,739 shares; 2026Q1: 227,278 shares 227,278 $6.53M 0.94% +26,539 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 20,629 shares; 2025Q1: 21,482 shares; 2025Q2: 22,889 shares; 2025Q3: 23,658 shares; 2025Q4: 23,717 shares; 2026Q1: 24,391 shares 24,391 $6.51M 0.94% +674 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: 41,922 shares; 2024Q4: 40,953 shares; 2025Q1: 46,789 shares; 2025Q2: 55,387 shares; 2025Q3: 58,604 shares; 2025Q4: 61,291 shares; 2026Q1: 66,107 shares 66,107 $6.5M 0.94% +4,816 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: 87,515 shares; 2024Q4: 81,576 shares; 2025Q1: 83,469 shares; 2025Q2: 84,502 shares; 2025Q3: 87,058 shares; 2025Q4: 89,339 shares; 2026Q1: 92,618 shares 92,618 $6.42M 0.93% +3,279 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: 34,964 shares; 2024Q4: 34,927 shares; 2025Q1: 37,631 shares; 2025Q2: 36,881 shares; 2025Q3: 35,892 shares; 2025Q4: 35,990 shares; 2026Q1: 36,754 shares 36,754 $6.41M 0.92% +764 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: 12,303 shares; 2025Q1: 15,870 shares; 2025Q2: not reported; 2025Q3: 18,606 shares; 2025Q4: 22,422 shares; 2026Q1: 25,415 shares 25,415 $6.18M 0.89% +2,993 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,758 shares; 2024Q4: 200,788 shares; 2025Q1: 172,657 shares; 2025Q2: 190,986 shares; 2025Q3: 236,910 shares; 2025Q4: 246,793 shares; 2026Q1: 346,152 shares 346,152 $6.14M 0.89% +99,359 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: 52,721 shares; 2024Q4: 52,559 shares; 2025Q1: 53,588 shares; 2025Q2: 56,422 shares; 2025Q3: 56,403 shares; 2025Q4: 57,528 shares; 2026Q1: 60,735 shares 60,735 $5.85M 0.84% +3,207 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: 32,693 shares; 2024Q4: 32,857 shares; 2025Q1: 33,028 shares; 2025Q2: 116,461 shares; 2025Q3: 32,898 shares; 2025Q4: 32,156 shares; 2026Q1: 33,602 shares 33,602 $5.7M 0.82% +1,446 Timeline MERCK &COINC MERCK &COINC More: the full row for MERCK &COINC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,984 shares; 2024Q4: 72,115 shares; 2025Q1: 74,663 shares; 2025Q2: 65,906 shares; 2025Q3: 54,867 shares; 2025Q4: 50,145 shares; 2026Q1: 47,208 shares 47,208 $5.68M 0.82% -2,937 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: 26,405 shares; 2024Q4: 26,555 shares; 2025Q1: 26,103 shares; 2025Q2: 25,395 shares; 2025Q3: 23,587 shares; 2025Q4: 22,687 shares; 2026Q1: 22,292 shares 22,292 $5.4M 0.78% -395 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: 7,843 shares; 2024Q4: 7,766 shares; 2025Q1: 7,615 shares; 2025Q2: 11,616 shares; 2025Q3: 6,575 shares; 2025Q4: 6,117 shares; 2026Q1: 6,011 shares 6,011 $5.2M 0.75% -106 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,758 shares; 2024Q4: 23,475 shares; 2025Q1: 35,944 shares; 2025Q2: 38,688 shares; 2025Q3: 39,727 shares; 2025Q4: 39,988 shares; 2026Q1: 42,396 shares 42,396 $5.03M 0.73% +2,408 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: 16,561 shares; 2024Q4: 16,596 shares; 2025Q1: 16,722 shares; 2025Q2: 18,211 shares; 2025Q3: 17,246 shares; 2025Q4: 16,300 shares; 2026Q1: 15,210 shares 15,210 $5M 0.72% -1,090 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,289 shares; 2024Q4: 100,289 shares; 2025Q1: 100,289 shares; 2025Q2: 100,289 shares; 2025Q3: 100,289 shares; 2025Q4: 100,289 shares; 2026Q1: 100,289 shares 100,289 $4.81M 0.69% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,465 shares; 2024Q4: 20,004 shares; 2025Q1: 21,038 shares; 2025Q2: 21,760 shares; 2025Q3: 21,900 shares; 2025Q4: 21,778 shares; 2026Q1: 22,554 shares 22,554 $4.69M 0.68% +776 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: 17,975 shares; 2024Q4: 17,440 shares; 2025Q1: 18,044 shares; 2025Q2: not reported; 2025Q3: 17,234 shares; 2025Q4: 16,707 shares; 2026Q1: 16,242 shares 16,242 $4.66M 0.67% -465 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,065 shares; 2024Q4: 36,124 shares; 2025Q1: 34,718 shares; 2025Q2: 31,665 shares; 2025Q3: 25,218 shares; 2025Q4: 22,395 shares; 2026Q1: 21,624 shares 21,624 $4.57M 0.66% -771 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: 14,345 shares; 2024Q4: 13,928 shares; 2025Q1: 14,191 shares; 2025Q2: 15,313 shares; 2025Q3: 9,423 shares; 2025Q4: 8,847 shares; 2026Q1: 7,960 shares 7,960 $4.55M 0.66% -887 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,161 shares; 2024Q4: 17,997 shares; 2025Q1: 19,276 shares; 2025Q2: 21,619 shares; 2025Q3: 25,269 shares; 2025Q4: 29,222 shares; 2026Q1: 34,948 shares 34,948 $4.54M 0.65% +5,726 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: 9,435 shares; 2024Q4: 9,428 shares; 2025Q1: 9,817 shares; 2025Q2: 10,829 shares; 2025Q3: 12,058 shares; 2025Q4: 11,919 shares; 2026Q1: 12,174 shares 12,174 $4.53M 0.65% +255 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,397 shares; 2025Q1: 2,410 shares; 2025Q2: 2,394 shares; 2025Q3: 2,392 shares; 2025Q4: 2,331 shares; 2026Q1: 10,461 shares 10,461 $4.52M 0.65% +8,130 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: 3,366 shares; 2024Q4: 3,324 shares; 2025Q1: 3,403 shares; 2025Q2: 5,018 shares; 2025Q3: 4,859 shares; 2025Q4: 4,808 shares; 2026Q1: 22,727 shares 22,727 $4.24M 0.61% +17,919 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: 34,328 shares; 2024Q4: 31,640 shares; 2025Q1: 31,966 shares; 2025Q2: 34,380 shares; 2025Q3: 33,586 shares; 2025Q4: 31,636 shares; 2026Q1: 31,410 shares 31,410 $3.9M 0.56% -226 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: 4,616 shares; 2024Q4: 4,621 shares; 2025Q1: 4,356 shares; 2025Q2: 4,387 shares; 2025Q3: 4,297 shares; 2025Q4: 4,179 shares; 2026Q1: 3,885 shares 3,885 $3.87M 0.56% -294 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: 6,432 shares; 2024Q4: 5,953 shares; 2025Q1: 5,303 shares; 2025Q2: 5,659 shares; 2025Q3: 5,312 shares; 2025Q4: 5,416 shares; 2026Q1: 5,739 shares 5,739 $3.73M 0.54% +323 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: 29,671 shares; 2024Q4: 28,551 shares; 2025Q1: 28,356 shares; 2025Q2: 28,063 shares; 2025Q3: 27,839 shares; 2025Q4: 27,835 shares; 2026Q1: 24,631 shares 24,631 $3.56M 0.51% -3,204 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: 15,385 shares; 2024Q4: 14,649 shares; 2025Q1: 14,316 shares; 2025Q2: 14,163 shares; 2025Q3: 13,909 shares; 2025Q4: 13,405 shares; 2026Q1: 13,411 shares 13,411 $3.51M 0.51% +6 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: 5,835 shares; 2024Q4: 5,703 shares; 2025Q1: 7,930 shares; 2025Q2: 9,749 shares; 2025Q3: 6,678 shares; 2025Q4: 6,210 shares; 2026Q1: 5,821 shares 5,821 $3.48M 0.5% -389 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,891 shares; 2025Q4: 9,768 shares; 2026Q1: 11,791 shares 11,791 $3.45M 0.5% +2,023 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,082 shares; 2024Q4: 9,911 shares; 2025Q1: 18,318 shares; 2025Q2: 24,055 shares; 2025Q3: 26,356 shares; 2025Q4: 35,521 shares; 2026Q1: 41,752 shares 41,752 $3.39M 0.49% +6,231 Timeline HYD 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: 110,875 shares; 2024Q4: 103,971 shares; 2025Q1: 87,806 shares; 2025Q2: 85,219 shares; 2025Q3: 70,255 shares; 2025Q4: 66,073 shares; 2026Q1: 64,337 shares 64,337 $3.23M 0.46% -1,736 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,965 shares; 2024Q4: 36,965 shares; 2025Q1: 34,988 shares; 2025Q2: 42,502 shares; 2025Q3: 40,825 shares; 2025Q4: 40,454 shares; 2026Q1: 40,708 shares 40,708 $3.18M 0.46% +254 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: 39,702 shares; 2024Q4: 40,359 shares; 2025Q1: 41,196 shares; 2025Q2: 40,984 shares; 2025Q3: 28,175 shares; 2025Q4: 26,016 shares; 2026Q1: 23,354 shares 23,354 $3.18M 0.46% -2,662 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: 49,640 shares; 2024Q4: 47,057 shares; 2025Q1: 46,291 shares; 2025Q2: 48,167 shares; 2025Q3: 45,016 shares; 2025Q4: 40,491 shares; 2026Q1: 39,862 shares 39,862 $3.09M 0.45% -629 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,477 shares; 2025Q1: 3,565 shares; 2025Q2: 3,542 shares; 2025Q3: 3,457 shares; 2025Q4: 3,371 shares; 2026Q1: 3,355 shares 3,355 $3.09M 0.44% -16 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: 110,527 shares; 2024Q4: 109,289 shares; 2025Q1: 105,271 shares; 2025Q2: 119,460 shares; 2025Q3: 101,055 shares; 2025Q4: 104,032 shares; 2026Q1: 103,032 shares 103,032 $2.99M 0.43% -1,000 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: 16,375 shares; 2024Q4: 16,763 shares; 2025Q1: 17,129 shares; 2025Q2: 17,185 shares; 2025Q3: 17,171 shares; 2025Q4: 16,942 shares; 2026Q1: 17,234 shares 17,234 $2.84M 0.41% +292 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: 17,052 shares; 2024Q4: 17,314 shares; 2025Q1: 15,701 shares; 2025Q2: 16,246 shares; 2025Q3: 16,008 shares; 2025Q4: 14,379 shares; 2026Q1: 13,308 shares 13,308 $2.75M 0.4% -1,071 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: 67,620 shares; 2024Q4: 64,459 shares; 2025Q1: 59,183 shares; 2025Q2: 63,702 shares; 2025Q3: 61,259 shares; 2025Q4: 53,586 shares; 2026Q1: 52,677 shares 52,677 $2.64M 0.38% -909 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: 35,770 shares; 2024Q4: 34,617 shares; 2025Q1: 51,772 shares; 2025Q2: 50,664 shares; 2025Q3: 41,266 shares; 2025Q4: 39,522 shares; 2026Q1: 39,675 shares 39,675 $2.54M 0.37% +153 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 9,357 shares; 2025Q1: 10,447 shares; 2025Q2: not reported; 2025Q3: 32,186 shares; 2025Q4: 43,651 shares; 2026Q1: 38,032 shares 38,032 $2.48M 0.36% -5,619 Timeline IWS 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: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 2,698 shares; 2025Q3: 4,703 shares; 2025Q4: 18,978 shares; 2026Q1: 16,878 shares 16,878 $2.46M 0.35% -2,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,950 shares 22,950 $2.4M 0.35% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 5,863 shares; 2025Q1: 6,063 shares; 2025Q2: 8,020 shares; 2025Q3: 8,007 shares; 2025Q4: 7,940 shares; 2026Q1: 7,923 shares 7,923 $2.39M 0.34% -17 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: 28,389 shares; 2024Q4: 28,896 shares; 2025Q1: 29,043 shares; 2025Q2: 29,531 shares; 2025Q3: 28,840 shares; 2025Q4: 28,007 shares; 2026Q1: 28,360 shares 28,360 $2.35M 0.34% +353 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: 11,124 shares; 2024Q4: 10,912 shares; 2025Q1: 9,864 shares; 2025Q2: 9,806 shares; 2025Q3: 9,209 shares; 2025Q4: 9,018 shares; 2026Q1: 7,535 shares 7,535 $2.34M 0.34% -1,483 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 2,916 shares; 2025Q1: 3,791 shares; 2025Q2: 9,897 shares; 2025Q3: 2,647 shares; 2025Q4: 6,783 shares; 2026Q1: 6,780 shares 6,780 $2.18M 0.31% -3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,398 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,345 shares 4,345 $2.13M 0.31% +2 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: 31,028 shares; 2024Q4: 29,483 shares; 2025Q1: 18,106 shares; 2025Q2: 18,596 shares; 2025Q3: 16,250 shares; 2025Q4: 19,398 shares; 2026Q1: 21,329 shares 21,329 $2.12M 0.31% +1,931 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 20,902 shares; 2025Q3: 52,987 shares; 2025Q4: 56,625 shares; 2026Q1: 92,713 shares 92,713 $2.1M 0.3% +36,088 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: 2,880 shares; 2024Q4: 2,924 shares; 2025Q1: 3,020 shares; 2025Q2: 3,172 shares; 2025Q3: 3,036 shares; 2025Q4: 2,986 shares; 2026Q1: 2,965 shares 2,965 $2.1M 0.3% -21 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,560 shares; 2024Q4: 27,482 shares; 2025Q1: 27,531 shares; 2025Q2: 27,616 shares; 2025Q3: 27,343 shares; 2025Q4: 26,378 shares; 2026Q1: 27,059 shares 27,059 $2.04M 0.29% +681 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: 9,897 shares; 2024Q4: 9,856 shares; 2025Q1: 9,940 shares; 2025Q2: 11,970 shares; 2025Q3: 11,498 shares; 2025Q4: 9,393 shares; 2026Q1: 9,275 shares 9,275 $2.02M 0.29% -118 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: 2,707 shares; 2024Q4: 2,710 shares; 2025Q1: 2,707 shares; 2025Q2: 2,558 shares; 2025Q3: 3,675 shares; 2025Q4: 3,507 shares; 2026Q1: 3,462 shares 3,462 $2M 0.29% -45 Timeline JMST 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: 35,494 shares; 2024Q4: 25,020 shares; 2025Q1: 37,105 shares; 2025Q2: 30,161 shares; 2025Q3: 104,135 shares; 2025Q4: 77,731 shares; 2026Q1: 38,643 shares 38,643 $1.97M 0.28% -39,088 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 5,519 shares; 2025Q1: 5,819 shares; 2025Q2: not reported; 2025Q3: 6,192 shares; 2025Q4: 6,416 shares; 2026Q1: 6,660 shares 6,660 $1.93M 0.28% +244 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: 8,158 shares; 2024Q4: 7,949 shares; 2025Q1: 7,869 shares; 2025Q2: 11,887 shares; 2025Q3: 11,900 shares; 2025Q4: 11,745 shares; 2026Q1: 11,767 shares 11,767 $1.88M 0.27% +22 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: 29,406 shares; 2024Q4: 28,604 shares; 2025Q1: 31,611 shares; 2025Q2: 31,094 shares; 2025Q3: 31,526 shares; 2025Q4: 29,035 shares; 2026Q1: 30,397 shares 30,397 $1.75M 0.25% +1,362 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: 16,981 shares; 2024Q4: 51,395 shares; 2025Q1: 56,588 shares; 2025Q2: 37,030 shares; 2025Q3: 69,659 shares; 2025Q4: 68,322 shares; 2026Q1: 56,879 shares 56,879 $1.75M 0.25% -11,443 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 27,363 shares; 2025Q1: 27,088 shares; 2025Q2: 27,063 shares; 2025Q3: 26,463 shares; 2025Q4: 26,363 shares; 2026Q1: 26,338 shares 26,338 $1.72M 0.25% -25 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,570 shares; 2025Q1: 7,539 shares; 2025Q2: 7,386 shares; 2025Q3: 7,363 shares; 2025Q4: 7,359 shares; 2026Q1: 7,331 shares 7,331 $1.68M 0.24% -28 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,727 shares; 2024Q4: 13,735 shares; 2025Q1: 13,749 shares; 2025Q2: 14,654 shares; 2025Q3: 14,629 shares; 2025Q4: 14,855 shares; 2026Q1: 15,027 shares 15,027 $1.67M 0.24% +172 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: 24,749 shares; 2024Q4: 24,507 shares; 2025Q1: 24,061 shares; 2025Q2: 23,822 shares; 2025Q3: 21,699 shares; 2025Q4: 21,640 shares; 2026Q1: 21,792 shares 21,792 $1.66M 0.24% +152 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 13,248 shares; 2025Q1: 12,580 shares; 2025Q2: 12,101 shares; 2025Q3: 11,906 shares; 2025Q4: 11,781 shares; 2026Q1: 11,681 shares 11,681 $1.53M 0.22% -100 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: 9,000 shares; 2024Q4: 8,983 shares; 2025Q1: 8,737 shares; 2025Q2: 7,586 shares; 2025Q3: 7,601 shares; 2025Q4: 7,611 shares; 2026Q1: 7,096 shares 7,096 $1.53M 0.22% -515 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 18,426 shares; 2025Q3: 19,711 shares; 2025Q4: 20,207 shares; 2026Q1: 21,529 shares 21,529 $1.49M 0.21% +1,322 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: 5,415 shares; 2024Q4: 5,423 shares; 2025Q1: 5,431 shares; 2025Q2: 5,451 shares; 2025Q3: 9,329 shares; 2025Q4: 10,856 shares; 2026Q1: 13,380 shares 13,380 $1.48M 0.21% +2,524 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: 2,832 shares; 2024Q4: 2,789 shares; 2025Q1: 2,841 shares; 2025Q2: 4,152 shares; 2025Q3: 4,164 shares; 2025Q4: 4,237 shares; 2026Q1: 4,141 shares 4,141 $1.48M 0.21% -96 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: 19,937 shares; 2024Q4: 20,376 shares; 2025Q1: 20,667 shares; 2025Q2: 19,111 shares; 2025Q3: 18,955 shares; 2025Q4: 18,808 shares; 2026Q1: 18,339 shares 18,339 $1.45M 0.21% -469 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.21% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,682 shares; 2025Q1: 16,182 shares; 2025Q2: 15,952 shares; 2025Q3: 16,101 shares; 2025Q4: 16,686 shares; 2026Q1: 15,286 shares 15,286 $1.41M 0.2% -1,400 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,636 shares; 2024Q4: 20,820 shares; 2025Q1: 21,215 shares; 2025Q2: 20,040 shares; 2025Q3: 20,161 shares; 2025Q4: 18,869 shares; 2026Q1: 17,507 shares 17,507 $1.39M 0.2% -1,362 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: 5,866 shares; 2024Q4: 5,664 shares; 2025Q1: 5,649 shares; 2025Q2: 5,637 shares; 2025Q3: 5,621 shares; 2025Q4: 6,101 shares; 2026Q1: 6,084 shares 6,084 $1.38M 0.2% -17 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,118 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 3,109 shares 3,109 $1.36M 0.2% +1 Timeline BLACKROCK INC 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: 1,451 shares; 2024Q4: 1,396 shares; 2025Q1: 1,394 shares; 2025Q2: 1,404 shares; 2025Q3: 1,394 shares; 2025Q4: 1,391 shares; 2026Q1: 1,355 shares 1,355 $1.3M 0.19% -36 LAM RESEARCH CORP 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: 524 shares; 2024Q4: 5,042 shares; 2025Q1: 5,636 shares; 2025Q2: 5,630 shares; 2025Q3: 5,774 shares; 2025Q4: 6,491 shares; 2026Q1: 6,088 shares 6,088 $1.3M 0.19% -403 PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 7,519 shares; 2025Q1: 7,532 shares; 2025Q2: 7,521 shares; 2025Q3: 15,582 shares; 2025Q4: 13,333 shares; 2026Q1: 12,811 shares 12,811 $1.29M 0.19% -522 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: 11,508 shares; 2024Q4: 10,858 shares; 2025Q1: 12,058 shares; 2025Q2: 12,058 shares; 2025Q3: 14,227 shares; 2025Q4: 13,062 shares; 2026Q1: 13,247 shares 13,247 $1.29M 0.19% +185 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,491 shares; 2025Q1: 11,190 shares; 2025Q2: 11,657 shares; 2025Q3: 11,589 shares; 2025Q4: 11,635 shares; 2026Q1: 12,328 shares 12,328 $1.26M 0.18% +693 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: 3,461 shares; 2024Q4: 3,546 shares; 2025Q1: 3,566 shares; 2025Q2: 3,574 shares; 2025Q3: 3,635 shares; 2025Q4: 3,660 shares; 2026Q1: 3,728 shares 3,728 $1.26M 0.18% +68 Timeline Abbott Laboratories 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: 13,232 shares; 2024Q4: 12,540 shares; 2025Q1: 12,409 shares; 2025Q2: 14,708 shares; 2025Q3: 12,596 shares; 2025Q4: 12,295 shares; 2026Q1: 11,963 shares 11,963 $1.23M 0.18% -332 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: 1,918 shares; 2024Q4: 1,785 shares; 2025Q1: 1,835 shares; 2025Q2: 5,189 shares; 2025Q3: 5,078 shares; 2025Q4: 5,079 shares; 2026Q1: 4,827 shares 4,827 $1.2M 0.17% -252 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,427 shares; 2024Q4: 11,427 shares; 2025Q1: 11,427 shares; 2025Q2: 11,427 shares; 2025Q3: 11,427 shares; 2025Q4: 11,427 shares; 2026Q1: 11,027 shares 11,027 $1.2M 0.17% -400 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: 4,448 shares; 2024Q4: 4,486 shares; 2025Q1: 7,205 shares; 2025Q2: 6,263 shares; 2025Q3: 5,851 shares; 2025Q4: 4,480 shares; 2026Q1: 4,155 shares 4,155 $1.19M 0.17% -325 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,714 shares; 2025Q1: 2,724 shares; 2025Q2: 2,697 shares; 2025Q3: 2,644 shares; 2025Q4: 2,489 shares; 2026Q1: 2,493 shares 2,493 $1.15M 0.17% +4 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,001 shares; 2025Q1: 2,032 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,015 shares 2,015 $1.14M 0.16% -3 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 13,475 shares; 2025Q1: 13,549 shares; 2025Q2: 14,234 shares; 2025Q3: 14,177 shares; 2025Q4: 12,296 shares; 2026Q1: 12,241 shares 12,241 $1.1M 0.16% -55 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: 43,570 shares; 2024Q4: 43,570 shares; 2025Q1: 43,570 shares; 2025Q2: 43,570 shares; 2025Q3: 43,970 shares; 2025Q4: 43,970 shares; 2026Q1: 43,970 shares 43,970 $1.07M 0.15% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 7,852 shares; 2025Q1: 7,852 shares; 2025Q2: 9,136 shares; 2025Q3: 9,193 shares; 2025Q4: 9,450 shares; 2026Q1: 9,390 shares 9,390 $1.06M 0.15% -60 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,434 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares; 2026Q1: 3,368 shares 3,368 $1.06M 0.15% +14 Timeline VIGI 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: 16,160 shares; 2024Q4: 14,204 shares; 2025Q1: 13,812 shares; 2025Q2: 12,624 shares; 2025Q3: 12,228 shares; 2025Q4: 12,358 shares; 2026Q1: 11,935 shares 11,935 $1.06M 0.15% -423 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 37,496 shares; 2025Q1: 40,128 shares; 2025Q2: 41,934 shares; 2025Q3: 41,511 shares; 2025Q4: 41,318 shares; 2026Q1: 43,921 shares 43,921 $1.04M 0.15% +2,603 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,323 shares; 2025Q1: 3,133 shares; 2025Q2: 3,142 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares; 2026Q1: 3,093 shares 3,093 $1.02M 0.15% -40 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 246 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 239 shares; 2025Q4: 237 shares; 2026Q1: 235 shares 235 $989K 0.14% -2 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: 7,089 shares; 2024Q4: 7,047 shares; 2025Q1: 6,371 shares; 2025Q2: 6,306 shares; 2025Q3: 6,269 shares; 2025Q4: 6,309 shares; 2026Q1: 4,767 shares 4,767 $969K 0.14% -1,542 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,696 shares; 2025Q1: 5,749 shares; 2025Q2: 5,900 shares; 2025Q3: 5,496 shares; 2025Q4: 5,523 shares; 2026Q1: 5,528 shares 5,528 $959K 0.14% +5 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares 3,496 $959K 0.14% 0 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,583 shares; 2026Q1: 32,583 shares 32,583 $952K 0.14% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,801 shares; 2025Q1: 3,790 shares; 2025Q2: 3,764 shares; 2025Q3: 3,732 shares; 2025Q4: 3,628 shares; 2026Q1: 3,529 shares 3,529 $939K 0.14% -99 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: 5,221 shares; 2024Q4: 4,919 shares; 2025Q1: 4,613 shares; 2025Q2: 4,586 shares; 2025Q3: 4,723 shares; 2025Q4: 4,815 shares; 2026Q1: 4,831 shares 4,831 $932K 0.13% +16 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 13,349 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 13,349 shares; 2025Q4: 13,349 shares; 2026Q1: 13,349 shares 13,349 $914K 0.13% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,552 shares; 2025Q1: 1,577 shares; 2025Q2: 74,245 shares; 2025Q3: 2,165 shares; 2025Q4: 2,159 shares; 2026Q1: 2,050 shares 2,050 $872K 0.13% -109 Timeline ISTB 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: 32,544 shares; 2024Q4: 32,910 shares; 2025Q1: 22,647 shares; 2025Q2: 20,709 shares; 2025Q3: 17,824 shares; 2025Q4: 18,328 shares; 2026Q1: 17,662 shares 17,662 $856K 0.12% -666 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: 2,467 shares; 2024Q4: 2,467 shares; 2025Q1: 2,301 shares; 2025Q2: 2,263 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 3,010 shares 3,010 $854K 0.12% +734 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: 3,412 shares; 2024Q4: 3,458 shares; 2025Q1: 3,379 shares; 2025Q2: 3,941 shares; 2025Q3: 3,625 shares; 2025Q4: 3,521 shares; 2026Q1: 3,450 shares 3,450 $837K 0.12% -71 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 758 shares; 2025Q1: 945 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 952 shares 952 $831K 0.12% +11 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: 4,768 shares; 2024Q4: 4,700 shares; 2025Q1: 4,590 shares; 2025Q2: 4,839 shares; 2025Q3: 4,777 shares; 2025Q4: 4,624 shares; 2026Q1: 4,276 shares 4,276 $830K 0.12% -348 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 31,818 shares; 2025Q1: 32,076 shares; 2025Q2: 32,000 shares; 2025Q3: 31,250 shares; 2025Q4: 31,250 shares; 2026Q1: 31,284 shares 31,284 $785K 0.11% +34 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,150 shares; 2024Q4: 24,890 shares; 2025Q1: 25,169 shares; 2025Q2: 25,412 shares; 2025Q3: 26,523 shares; 2025Q4: 27,216 shares; 2026Q1: 20,980 shares 20,980 $781K 0.11% -6,236 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 11,035 shares; 2025Q1: 11,035 shares; 2025Q2: 11,440 shares; 2025Q3: 11,365 shares; 2025Q4: 11,366 shares; 2026Q1: 11,400 shares 11,400 $770K 0.11% +34 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: 9,326 shares; 2024Q4: 9,176 shares; 2025Q1: 16,031 shares; 2025Q2: 15,877 shares; 2025Q3: 14,911 shares; 2025Q4: 14,111 shares; 2026Q1: 14,111 shares 14,111 $763K 0.11% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,772 shares; 2025Q1: 5,921 shares; 2025Q2: 5,942 shares; 2025Q3: 5,986 shares; 2025Q4: 5,989 shares; 2026Q1: 6,001 shares 6,001 $760K 0.11% +12 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 10,139 shares; 2025Q1: 9,914 shares; 2025Q2: 9,914 shares; 2025Q3: 9,617 shares; 2025Q4: 9,349 shares; 2026Q1: 8,821 shares 8,821 $749K 0.11% -528 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: 4,669 shares; 2024Q4: 4,098 shares; 2025Q1: 4,228 shares; 2025Q2: not reported; 2025Q3: 4,253 shares; 2025Q4: 3,671 shares; 2026Q1: 3,675 shares 3,675 $748K 0.11% +4 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: 1,721 shares; 2024Q4: 1,689 shares; 2025Q1: 1,527 shares; 2025Q2: 2,419 shares; 2025Q3: 2,272 shares; 2025Q4: 2,299 shares; 2026Q1: 2,264 shares 2,264 $738K 0.11% -35 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 2,935 shares; 2025Q1: 2,983 shares; 2025Q2: 2,954 shares; 2025Q3: 2,907 shares; 2025Q4: 2,892 shares; 2026Q1: 2,828 shares 2,828 $736K 0.11% -64 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,462 shares; 2026Q1: 3,466 shares 3,466 $732K 0.11% +4 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: 6,925 shares; 2024Q4: 5,220 shares; 2025Q1: 4,436 shares; 2025Q2: 8,150 shares; 2025Q3: 4,072 shares; 2025Q4: 3,985 shares; 2026Q1: 3,995 shares 3,995 $729K 0.1% +10 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: 3,020 shares; 2025Q1: 3,458 shares; 2025Q2: 4,319 shares; 2025Q3: 4,289 shares; 2025Q4: 4,369 shares; 2026Q1: 4,975 shares 4,975 $728K 0.1% +606 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,849 shares; 2025Q1: 3,786 shares; 2025Q2: 5,157 shares; 2025Q3: 5,279 shares; 2025Q4: 5,661 shares; 2026Q1: 5,528 shares 5,528 $724K 0.1% -133 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,218 shares; 2025Q1: 11,080 shares; 2025Q2: 11,061 shares; 2025Q3: 9,943 shares; 2025Q4: 9,798 shares; 2026Q1: 9,682 shares 9,682 $702K 0.1% -116 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: 2,259 shares; 2024Q4: 2,233 shares; 2025Q1: 2,101 shares; 2025Q2: 2,225 shares; 2025Q3: 1,996 shares; 2025Q4: 1,964 shares; 2026Q1: 1,968 shares 1,968 $701K 0.1% +4 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,944 shares; 2025Q1: 2,875 shares; 2025Q2: 3,001 shares; 2025Q3: 2,589 shares; 2025Q4: 3,145 shares; 2026Q1: 2,545 shares 2,545 $689K 0.1% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 1,647 shares 1,647 $687K 0.1% -85 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 15,823 shares; 2025Q1: 14,414 shares; 2025Q2: 10,578 shares; 2025Q3: 10,503 shares; 2025Q4: 10,373 shares; 2026Q1: 8,108 shares 8,108 $669K 0.1% -2,265 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 8,758 shares; 2025Q1: 8,553 shares; 2025Q2: 8,517 shares; 2025Q3: 8,372 shares; 2025Q4: 8,356 shares; 2026Q1: 8,183 shares 8,183 $655K 0.09% -173 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,578 shares; 2025Q2: 11,584 shares; 2025Q3: 13,012 shares; 2025Q4: 12,617 shares; 2026Q1: 12,332 shares 12,332 $648K 0.09% -285 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: 18,261 shares; 2024Q4: 15,650 shares; 2025Q1: 19,225 shares; 2025Q2: 13,290 shares; 2025Q3: 13,900 shares; 2025Q4: 14,950 shares; 2026Q1: 14,655 shares 14,655 $647K 0.09% -295 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,479 shares; 2025Q1: 5,457 shares; 2025Q2: 5,537 shares; 2025Q3: 5,186 shares; 2025Q4: 5,447 shares; 2026Q1: 5,373 shares 5,373 $635K 0.09% -74 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,544 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 5,116 shares; 2026Q1: 5,013 shares 5,013 $633K 0.09% -103 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: 62,995 shares; 2024Q4: 46,162 shares; 2025Q1: 25,421 shares; 2025Q2: 20,655 shares; 2025Q3: 16,192 shares; 2025Q4: 10,686 shares; 2026Q1: 6,868 shares 6,868 $615K 0.09% -3,818 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: 1,777 shares; 2024Q4: 1,719 shares; 2025Q1: 1,579 shares; 2025Q2: 1,486 shares; 2025Q3: 1,410 shares; 2025Q4: 1,540 shares; 2026Q1: 1,438 shares 1,438 $613K 0.09% -102 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,293 shares; 2025Q1: 5,048 shares; 2025Q2: 4,884 shares; 2025Q3: 4,777 shares; 2025Q4: 4,772 shares; 2026Q1: 5,067 shares 5,067 $606K 0.09% +295 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 29,170 shares; 2025Q1: 29,182 shares; 2025Q2: 29,141 shares; 2025Q3: 22,594 shares; 2025Q4: 21,642 shares; 2026Q1: 22,852 shares 22,852 $586K 0.08% +1,210 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,609 shares; 2025Q1: 2,503 shares; 2025Q2: 13,911 shares; 2025Q3: 2,224 shares; 2025Q4: 2,059 shares; 2026Q1: 1,999 shares 1,999 $581K 0.08% -60 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: 13,027 shares; 2024Q4: 8,292 shares; 2025Q1: 8,011 shares; 2025Q2: 7,616 shares; 2025Q3: 7,276 shares; 2025Q4: 7,235 shares; 2026Q1: 7,238 shares 7,238 $576K 0.08% +3 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: 2,117 shares; 2025Q3: 2,182 shares; 2025Q4: 2,335 shares; 2026Q1: 2,287 shares 2,287 $558K 0.08% -48 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: 6,838 shares; 2024Q4: 6,725 shares; 2025Q1: 6,180 shares; 2025Q2: 5,773 shares; 2025Q3: 5,926 shares; 2025Q4: 5,998 shares; 2026Q1: 5,986 shares 5,986 $556K 0.08% -12 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: 5,316 shares; 2024Q4: 4,900 shares; 2025Q1: 4,949 shares; 2025Q2: 4,938 shares; 2025Q3: 4,788 shares; 2025Q4: 4,788 shares; 2026Q1: 4,141 shares 4,141 $543K 0.08% -647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,159 shares; 2025Q4: 1,221 shares; 2026Q1: 1,200 shares 1,200 $521K 0.08% -21 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: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 6,022 shares; 2025Q2: 6,041 shares; 2025Q3: 6,306 shares; 2025Q4: 6,520 shares; 2026Q1: 6,933 shares 6,933 $521K 0.08% +413 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,897 shares; 2025Q1: 1,921 shares; 2025Q2: 1,923 shares; 2025Q3: 1,924 shares; 2025Q4: 1,926 shares; 2026Q1: 1,929 shares 1,929 $515K 0.07% +3 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: 1,310 shares; 2024Q4: 1,344 shares; 2025Q1: 1,381 shares; 2025Q2: 1,547 shares; 2025Q3: 1,540 shares; 2025Q4: 3,167 shares; 2026Q1: 3,840 shares 3,840 $510K 0.07% +673 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,669 shares; 2025Q1: 4,624 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares; 2026Q1: 4,624 shares 4,624 $508K 0.07% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,908 shares; 2025Q1: 3,914 shares; 2025Q2: 3,922 shares; 2025Q3: 3,929 shares; 2025Q4: 3,944 shares; 2026Q1: 4,061 shares 4,061 $505K 0.07% +117 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: 2,403 shares; 2024Q4: 2,406 shares; 2025Q1: 2,568 shares; 2025Q2: 2,865 shares; 2025Q3: 2,736 shares; 2025Q4: 2,916 shares; 2026Q1: 3,041 shares 3,041 $503K 0.07% +125 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: 20,057 shares; 2024Q4: 16,307 shares; 2025Q1: 17,076 shares; 2025Q2: 16,537 shares; 2025Q3: 16,850 shares; 2025Q4: 16,694 shares; 2026Q1: 17,703 shares 17,703 $497K 0.07% +1,009 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,325 shares; 2025Q3: 6,742 shares; 2025Q4: 6,742 shares; 2026Q1: 6,742 shares 6,742 $491K 0.07% 0 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: 2,501 shares; 2024Q4: 2,503 shares; 2025Q1: 2,839 shares; 2025Q2: 2,381 shares; 2025Q3: 2,383 shares; 2025Q4: 2,388 shares; 2026Q1: 2,391 shares 2,391 $469K 0.07% +3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,639 shares; 2025Q1: 1,610 shares; 2025Q2: 1,526 shares; 2025Q3: 1,507 shares; 2025Q4: 1,455 shares; 2026Q1: 1,434 shares 1,434 $460K 0.07% -21 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: 2,434 shares; 2024Q4: 2,360 shares; 2025Q1: 2,562 shares; 2025Q2: 3,723 shares; 2025Q3: 3,413 shares; 2025Q4: 3,653 shares; 2026Q1: 3,104 shares 3,104 $457K 0.07% -549 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: 3,111 shares; 2024Q4: 3,161 shares; 2025Q1: 3,082 shares; 2025Q2: 3,051 shares; 2025Q3: 3,119 shares; 2025Q4: 3,124 shares; 2026Q1: 3,165 shares 3,165 $441K 0.06% +41 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,303 shares; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares; 2026Q1: 6,303 shares 6,303 $434K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,063 shares; 2025Q1: 1,962 shares; 2025Q2: 1,969 shares; 2025Q3: 1,976 shares; 2025Q4: 1,981 shares; 2026Q1: 2,217 shares 2,217 $426K 0.06% +236 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,556 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,556 shares; 2026Q1: 4,556 shares 4,556 $425K 0.06% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,184 shares; 2024Q4: 14,379 shares; 2025Q1: 13,106 shares; 2025Q2: 13,084 shares; 2025Q3: 12,629 shares; 2025Q4: 8,546 shares; 2026Q1: 8,395 shares 8,395 $423K 0.06% -151 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,161 shares; 2025Q1: 2,162 shares; 2025Q2: 2,046 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 1,995 shares 1,995 $421K 0.06% -50 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: 3,894 shares; 2024Q4: 3,944 shares; 2025Q1: 3,993 shares; 2025Q2: 3,493 shares; 2025Q3: not reported; 2025Q4: 3,486 shares; 2026Q1: 3,391 shares 3,391 $411K 0.06% -95 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 9,721 shares; 2025Q1: 9,721 shares; 2025Q2: 9,721 shares; 2025Q3: 9,621 shares; 2025Q4: 9,280 shares; 2026Q1: 9,080 shares 9,080 $406K 0.06% -200 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: 1,101 shares; 2026Q1: 1,189 shares 1,189 $402K 0.06% +88 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: 629 shares; 2024Q4: 626 shares; 2025Q1: 699 shares; 2025Q2: 667 shares; 2025Q3: 620 shares; 2025Q4: 578 shares; 2026Q1: 569 shares 569 $397K 0.06% -9 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,114 shares; 2024Q4: 7,045 shares; 2025Q1: 6,984 shares; 2025Q2: 6,447 shares; 2025Q3: 6,245 shares; 2025Q4: 3,970 shares; 2026Q1: 3,802 shares 3,802 $394K 0.06% -168 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 547 shares; 2025Q3: 439 shares; 2025Q4: 419 shares; 2026Q1: 440 shares 440 $394K 0.06% +21 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 3,807 shares; 2025Q1: 3,329 shares; 2025Q2: 9,227 shares; 2025Q3: 3,370 shares; 2025Q4: 2,351 shares; 2026Q1: 2,352 shares 2,352 $391K 0.06% +1 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: 237 shares; 2025Q4: 277 shares; 2026Q1: 295 shares 295 $390K 0.06% +18 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,135 shares; 2025Q2: 7,135 shares; 2025Q3: 7,135 shares; 2025Q4: 6,903 shares; 2026Q1: 6,903 shares 6,903 $378K 0.05% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,502 shares 1,502 $377K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,100 shares; 2025Q1: 3,107 shares; 2025Q2: 3,121 shares; 2025Q3: 3,134 shares; 2025Q4: 3,145 shares; 2026Q1: 3,174 shares 3,174 $377K 0.05% +29 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,150 shares; 2025Q2: 9,086 shares; 2025Q3: 9,086 shares; 2025Q4: 9,086 shares; 2026Q1: 9,086 shares 9,086 $373K 0.05% 0 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: 1,757 shares; 2024Q4: 1,803 shares; 2025Q1: 1,884 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,902 shares; 2026Q1: 1,868 shares 1,868 $372K 0.05% -34 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 5,296 shares; 2025Q1: 4,657 shares; 2025Q2: 4,901 shares; 2025Q3: 4,695 shares; 2025Q4: 4,648 shares; 2026Q1: 4,352 shares 4,352 $352K 0.05% -296 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,717 shares; 2025Q1: 4,816 shares; 2025Q2: 8,262 shares; 2025Q3: 7,562 shares; 2025Q4: 7,562 shares; 2026Q1: 7,562 shares 7,562 $351K 0.05% 0 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: 2,862 shares; 2025Q3: 2,812 shares; 2025Q4: 2,592 shares; 2026Q1: 2,204 shares 2,204 $347K 0.05% -388 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares 490 $344K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,461 shares 1,461 $337K 0.05% +21 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 5,729 shares; 2025Q1: 6,685 shares; 2025Q2: 6,088 shares; 2025Q3: 5,931 shares; 2025Q4: 3,121 shares; 2026Q1: 3,781 shares 3,781 $335K 0.05% +660 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,000 shares; 2025Q3: 2,012 shares; 2025Q4: 3,230 shares; 2026Q1: 2,575 shares 2,575 $330K 0.05% -655 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares 2,573 $329K 0.05% 0 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: 702 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 673 shares; 2025Q4: 767 shares; 2026Q1: 748 shares 748 $327K 0.05% -19 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $316K 0.05% 0 Timeline XBI 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: 3,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,557 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares 2,467 $315K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,494 shares; 2025Q4: 1,490 shares; 2026Q1: 1,482 shares 1,482 $307K 0.04% -8 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: 2,685 shares; 2024Q4: 2,654 shares; 2025Q1: 2,686 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares 2,654 $307K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 788 shares 788 $306K 0.04% new Timeline VRP 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: 39,612 shares; 2024Q4: 35,434 shares; 2025Q1: 17,051 shares; 2025Q2: 14,733 shares; 2025Q3: 13,600 shares; 2025Q4: 13,208 shares; 2026Q1: 12,642 shares 12,642 $303K 0.04% -566 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,474 shares; 2026Q1: 3,474 shares 3,474 $302K 0.04% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares 1,658 $299K 0.04% 0 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: 5,061 shares; 2024Q4: 5,063 shares; 2025Q1: 4,674 shares; 2025Q2: 4,676 shares; 2025Q3: 4,677 shares; 2025Q4: 4,679 shares; 2026Q1: 6,025 shares 6,025 $298K 0.04% +1,346 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 501 shares; 2025Q3: 494 shares; 2025Q4: 499 shares; 2026Q1: 495 shares 495 $292K 0.04% -4 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST 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: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $291K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 888 shares; 2025Q1: 850 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 820 shares; 2026Q1: 819 shares 819 $290K 0.04% -1 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: 548 shares; 2024Q4: 548 shares; 2025Q1: 581 shares; 2025Q2: 574 shares; 2025Q3: 588 shares; 2025Q4: 605 shares; 2026Q1: 588 shares 588 $289K 0.04% -17 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: 475 shares; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 227 shares; 2025Q3: 312 shares; 2025Q4: 3,195 shares; 2026Q1: 2,975 shares 2,975 $286K 0.04% -220 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: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,445 shares; 2025Q2: 2,708 shares; 2025Q3: 2,708 shares; 2025Q4: 1,863 shares; 2026Q1: 1,849 shares 1,849 $280K 0.04% -14 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,600 shares; 2025Q1: 2,639 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $278K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,728 shares 2,728 $274K 0.04% 0 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: 4,930 shares; 2024Q4: 4,833 shares; 2025Q1: 4,571 shares; 2025Q2: 4,667 shares; 2025Q3: 4,533 shares; 2025Q4: 4,279 shares; 2026Q1: 4,500 shares 4,500 $273K 0.04% +221 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares 4,216 $272K 0.04% 0 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: 2,720 shares; 2024Q4: 2,673 shares; 2025Q1: 2,918 shares; 2025Q2: 2,915 shares; 2025Q3: 2,851 shares; 2025Q4: 2,726 shares; 2026Q1: 2,776 shares 2,776 $268K 0.04% +50 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,202 shares; 2025Q1: 4,235 shares; 2025Q2: 3,932 shares; 2025Q3: 3,862 shares; 2025Q4: 3,938 shares; 2026Q1: 3,938 shares 3,938 $266K 0.04% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,128 shares; 2025Q4: 7,180 shares; 2026Q1: 7,230 shares 7,230 $266K 0.04% +50 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 4,668 shares; 2025Q1: 3,460 shares; 2025Q2: 3,416 shares; 2025Q3: 3,434 shares; 2025Q4: 3,476 shares; 2026Q1: 3,434 shares 3,434 $265K 0.04% -42 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 714 shares; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 722 shares 722 $259K 0.04% +1 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares 2,284 $259K 0.04% 0 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,800 shares; 2024Q4: 28,000 shares; 2025Q1: 32,150 shares; 2025Q2: 32,295 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,665 shares 25,665 $257K 0.04% +665 Timeline ITA 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: 1,154 shares; 2025Q3: 1,299 shares; 2025Q4: 1,168 shares; 2026Q1: 1,169 shares 1,169 $256K 0.04% +1 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,311 shares; 2026Q1: 3,523 shares 3,523 $255K 0.04% +212 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares 1,097 $255K 0.04% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,320 shares; 2025Q4: 1,475 shares; 2026Q1: 1,402 shares 1,402 $254K 0.04% -73 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,728 shares 1,728 $251K 0.04% -44 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: not reported; 2025Q4: 9,601 shares; 2026Q1: 10,238 shares 10,238 $249K 0.04% +637 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares 1,384 $243K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 477 shares; 2025Q4: not reported; 2026Q1: 488 shares 488 $242K 0.03% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,161 shares; 2026Q1: 2,565 shares 2,565 $241K 0.03% +404 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 615 shares 615 $241K 0.03% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,568 shares; 2025Q3: 6,483 shares; 2025Q4: 6,558 shares; 2026Q1: 6,641 shares 6,641 $240K 0.03% +83 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: 5,040 shares; 2024Q4: 4,631 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 4,090 shares; 2025Q4: 4,190 shares; 2026Q1: 4,202 shares 4,202 $237K 0.03% +12 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: 1,139 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,115 shares 1,115 $232K 0.03% +4 Timeline PHYS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,520 shares; 2026Q1: 6,520 shares 6,520 $231K 0.03% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 969 shares 969 $231K 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: 9,646 shares; 2024Q4: 18,272 shares; 2025Q1: 18,479 shares; 2025Q2: 14,715 shares; 2025Q3: 12,038 shares; 2025Q4: 9,841 shares; 2026Q1: 8,915 shares 8,915 $221K 0.03% -926 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: 4,481 shares; 2024Q4: 4,534 shares; 2025Q1: 4,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,331 shares 3,331 $220K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,021 shares; 2026Q1: 2,029 shares 2,029 $220K 0.03% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares 1,605 $217K 0.03% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares 2,662 $211K 0.03% 0 Timeline DFUS 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: 3,401 shares; 2025Q1: not reported; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 2,946 shares 2,946 $209K 0.03% -275 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: 6,626 shares; 2024Q4: 5,410 shares; 2025Q1: 6,190 shares; 2025Q2: 5,382 shares; 2025Q3: 5,064 shares; 2025Q4: 5,090 shares; 2026Q1: 3,954 shares 3,954 $209K 0.03% -1,136 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: 1,580 shares 1,580 $209K 0.03% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 2,194 shares; 2025Q3: 2,474 shares; 2025Q4: 2,517 shares; 2026Q1: 2,301 shares 2,301 $208K 0.03% -216 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 359 shares; 2025Q4: 274 shares; 2026Q1: 240 shares 240 $203K 0.03% -34 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,215 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 730 shares 730 $202K 0.03% -15 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,344 shares; 2024Q4: 22,109 shares; 2025Q1: 22,930 shares; 2025Q2: 23,600 shares; 2025Q3: 24,289 shares; 2025Q4: 25,279 shares; 2026Q1: 25,392 shares 25,392 $41.1K 0.01% +113 Timeline