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: 504,161 shares; 2024Q4: 494,879 shares; 2025Q1: 460,925 shares; 2025Q2: 251,153 shares; 2025Q3: 272,479 shares; 2025Q4: 280,814 shares; 2026Q1: 388,721 shares 388,721 $254M 10.26% +107,907 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: 304,279 shares; 2024Q4: 322,652 shares; 2025Q1: 482,375 shares; 2025Q2: 592,200 shares; 2025Q3: 646,210 shares; 2025Q4: 920,131 shares; 2026Q1: 808,494 shares 808,494 $171M 6.89% -111,637 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: 1,271,236 shares; 2024Q4: 1,249,531 shares; 2025Q1: 1,298,034 shares; 2025Q2: 1,201,867 shares; 2025Q3: 1,204,563 shares; 2025Q4: 1,255,361 shares; 2026Q1: 1,338,195 shares 1,338,195 $151M 6.11% +82,834 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029,290 shares; 2024Q4: 2,024,950 shares; 2025Q1: 2,128,805 shares; 2025Q2: 2,231,728 shares; 2025Q3: 2,809,823 shares; 2025Q4: 2,883,894 shares; 2026Q1: 2,491,984 shares 2,491,984 $145M 5.86% -391,910 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,316 shares; 2024Q4: 382,808 shares; 2025Q1: 715,623 shares; 2025Q2: 1,482,488 shares; 2025Q3: 1,715,500 shares; 2025Q4: 2,219,576 shares; 2026Q1: 1,871,663 shares 1,871,663 $131M 5.27% -347,913 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: 1,569,959 shares; 2024Q4: 1,762,818 shares; 2025Q1: 1,328,839 shares; 2025Q2: 2,213,749 shares; 2025Q3: 1,802,627 shares; 2025Q4: 1,663,171 shares; 2026Q1: 1,609,766 shares 1,609,766 $120M 4.83% -53,405 Timeline IUSB 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: 3,337,668 shares; 2024Q4: 2,902,875 shares; 2025Q1: 2,947,966 shares; 2025Q2: 2,975,634 shares; 2025Q3: 2,525,959 shares; 2025Q4: 2,381,505 shares; 2026Q1: 2,512,196 shares 2,512,196 $116M 4.69% +130,691 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: 770,925 shares; 2024Q4: 946,276 shares; 2025Q1: 486,350 shares; 2025Q2: 494,066 shares; 2025Q3: 112,093 shares; 2025Q4: 16,455 shares; 2026Q1: 699,395 shares 699,395 $77.9M 3.15% +682,940 Timeline QUAL 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: 599,230 shares; 2024Q4: 617,549 shares; 2025Q1: 776,355 shares; 2025Q2: 819,372 shares; 2025Q3: 687,705 shares; 2025Q4: 359,243 shares; 2026Q1: 371,144 shares 371,144 $71.2M 2.88% +11,901 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790,720 shares; 2025Q3: 1,903,468 shares; 2025Q4: 2,081,379 shares; 2026Q1: 2,123,297 shares 2,123,297 $70M 2.83% +41,918 Timeline MTUM 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: 159,464 shares; 2025Q1: 160,682 shares; 2025Q2: 158,024 shares; 2025Q3: 167,577 shares; 2025Q4: 276,924 shares; 2026Q1: 285,999 shares 285,999 $68.6M 2.77% +9,075 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,613,221 shares; 2025Q3: 1,708,700 shares; 2025Q4: 1,776,121 shares; 2026Q1: 1,890,093 shares 1,890,093 $68.5M 2.76% +113,972 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585,599 shares 1,585,599 $51.9M 2.1% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253,300 shares 1,253,300 $51.5M 2.08% new Timeline TLH 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: 223,502 shares; 2025Q2: 321,706 shares; 2025Q3: 459,459 shares; 2025Q4: 478,650 shares; 2026Q1: 497,532 shares 497,532 $50.1M 2.02% +18,882 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,869 shares; 2024Q4: 152,572 shares; 2025Q1: 152,495 shares; 2025Q2: 154,594 shares; 2025Q3: 143,697 shares; 2025Q4: 131,912 shares; 2026Q1: 133,202 shares 133,202 $33.8M 1.37% +1,290 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,624 shares; 2024Q4: 40,542 shares; 2025Q1: 39,291 shares; 2025Q2: 38,878 shares; 2025Q3: 39,055 shares; 2025Q4: 36,026 shares; 2026Q1: 1,392,227 shares 1,392,227 $31.9M 1.29% +1,356,201 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,835 shares; 2024Q4: 371,962 shares; 2025Q1: 270,937 shares; 2025Q2: 286,448 shares; 2025Q3: 308,304 shares; 2025Q4: 318,485 shares; 2026Q1: 333,020 shares 333,020 $31.6M 1.28% +14,535 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 478,563 shares; 2025Q3: 536,083 shares; 2025Q4: 560,569 shares; 2026Q1: 597,376 shares 597,376 $29.9M 1.21% +36,807 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: 71,838 shares; 2024Q4: 73,091 shares; 2025Q1: 73,577 shares; 2025Q2: 74,591 shares; 2025Q3: 76,885 shares; 2025Q4: 77,427 shares; 2026Q1: 72,968 shares 72,968 $21.5M 0.87% -4,459 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: 190,371 shares; 2024Q4: 192,450 shares; 2025Q1: 192,947 shares; 2025Q2: 195,806 shares; 2025Q3: 203,150 shares; 2025Q4: 205,534 shares; 2026Q1: 169,499 shares 169,499 $21.1M 0.85% -36,035 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: 51,847 shares; 2024Q4: 55,690 shares; 2025Q1: 58,532 shares; 2025Q2: 63,333 shares; 2025Q3: 69,838 shares; 2025Q4: 74,416 shares; 2026Q1: 161,519 shares 161,519 $20.8M 0.84% +87,103 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: 20,802 shares; 2024Q4: 22,151 shares; 2025Q1: 23,412 shares; 2025Q2: 33,207 shares; 2025Q3: 32,440 shares; 2025Q4: 139,079 shares; 2026Q1: 170,639 shares 170,639 $20.7M 0.84% +31,560 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: 114,505 shares; 2024Q4: 113,061 shares; 2025Q1: 109,959 shares; 2025Q2: 108,978 shares; 2025Q3: 106,472 shares; 2025Q4: 99,876 shares; 2026Q1: 64,074 shares 64,074 $19.8M 0.8% -35,802 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,340 shares; 2024Q4: 100,895 shares; 2025Q1: 106,350 shares; 2025Q2: 114,764 shares; 2025Q3: 127,915 shares; 2025Q4: 137,269 shares; 2026Q1: 162,408 shares 162,408 $19.5M 0.79% +25,139 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: 75,879 shares; 2024Q4: 77,371 shares; 2025Q1: 78,798 shares; 2025Q2: 80,971 shares; 2025Q3: 85,367 shares; 2025Q4: 89,263 shares; 2026Q1: 92,545 shares 92,545 $19.3M 0.78% +3,282 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: 95,473 shares; 2024Q4: 94,905 shares; 2025Q1: 95,118 shares; 2025Q2: 96,451 shares; 2025Q3: 98,387 shares; 2025Q4: 96,077 shares; 2026Q1: 56,606 shares 56,606 $19.1M 0.77% -39,471 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: 27,088 shares; 2024Q4: 27,963 shares; 2025Q1: 29,376 shares; 2025Q2: 29,976 shares; 2025Q3: 31,535 shares; 2025Q4: 31,852 shares; 2026Q1: 32,563 shares 32,563 $18.8M 0.76% +711 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: 60,330 shares; 2024Q4: 63,523 shares; 2025Q1: 67,348 shares; 2025Q2: 72,881 shares; 2025Q3: 79,903 shares; 2025Q4: 85,712 shares; 2026Q1: 120,046 shares 120,046 $18.6M 0.75% +34,334 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,091 shares; 2024Q4: 83,297 shares; 2025Q1: 86,921 shares; 2025Q2: 92,703 shares; 2025Q3: 101,802 shares; 2025Q4: 109,061 shares; 2026Q1: 136,762 shares 136,762 $18.1M 0.73% +27,701 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: 11,540 shares; 2024Q4: 12,068 shares; 2025Q1: 11,883 shares; 2025Q2: 11,821 shares; 2025Q3: 11,467 shares; 2025Q4: 52,941 shares; 2026Q1: 50,301 shares 50,301 $17.7M 0.71% -2,640 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: 88,635 shares; 2024Q4: 92,765 shares; 2025Q1: 95,858 shares; 2025Q2: 100,471 shares; 2025Q3: 107,407 shares; 2025Q4: 113,340 shares; 2026Q1: 132,295 shares 132,295 $17.3M 0.7% +18,955 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,496 shares; 2024Q4: 116,877 shares; 2025Q1: 120,948 shares; 2025Q2: 127,463 shares; 2025Q3: 137,615 shares; 2025Q4: 146,310 shares; 2026Q1: 198,688 shares 198,688 $17.2M 0.7% +52,378 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,184 shares; 2024Q4: 296,860 shares; 2025Q1: 297,491 shares; 2025Q2: 313,862 shares; 2025Q3: 344,623 shares; 2025Q4: 363,779 shares; 2026Q1: 329,386 shares 329,386 $17.1M 0.69% -34,393 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,974 shares; 2024Q4: 58,393 shares; 2025Q1: 61,236 shares; 2025Q2: 60,502 shares; 2025Q3: 52,263 shares; 2025Q4: 56,536 shares; 2026Q1: 85,435 shares 85,435 $16.8M 0.68% +28,899 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: 86,216 shares; 2024Q4: 84,580 shares; 2025Q1: 84,333 shares; 2025Q2: 84,125 shares; 2025Q3: 87,703 shares; 2025Q4: 87,829 shares; 2026Q1: 87,081 shares 87,081 $16.8M 0.68% -748 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: 49,365 shares; 2024Q4: 49,689 shares; 2025Q1: 49,659 shares; 2025Q2: 49,800 shares; 2025Q3: 47,779 shares; 2025Q4: 46,649 shares; 2026Q1: 46,172 shares 46,172 $13.3M 0.54% -477 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 185,598 shares; 2025Q1: 348,318 shares; 2025Q2: 245,980 shares; 2025Q3: 420,181 shares; 2025Q4: 392,517 shares; 2026Q1: 135,910 shares 135,910 $12M 0.48% -256,607 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: 37,157 shares; 2024Q4: 61,045 shares; 2025Q1: 63,724 shares; 2025Q2: 62,669 shares; 2025Q3: 60,693 shares; 2025Q4: 62,165 shares; 2026Q1: 67,790 shares 67,790 $11.8M 0.48% +5,625 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: 27,867 shares; 2024Q4: 28,428 shares; 2025Q1: 27,358 shares; 2025Q2: 27,185 shares; 2025Q3: 27,190 shares; 2025Q4: 27,320 shares; 2026Q1: 31,076 shares 31,076 $11.5M 0.46% +3,756 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,522 shares; 2024Q4: 55,064 shares; 2025Q1: 58,492 shares; 2025Q2: 59,445 shares; 2025Q3: 62,380 shares; 2025Q4: 65,028 shares; 2026Q1: 79,146 shares 79,146 $8.45M 0.34% +14,118 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: 32,989 shares; 2025Q1: 34,854 shares; 2025Q2: 35,372 shares; 2025Q3: 27,617 shares; 2025Q4: 26,168 shares; 2026Q1: 24,659 shares 24,659 $8.33M 0.34% -1,509 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,212 shares; 2024Q4: 48,478 shares; 2025Q1: 50,845 shares; 2025Q2: 59,655 shares; 2025Q3: 73,487 shares; 2025Q4: 70,938 shares; 2026Q1: 71,474 shares 71,474 $8.21M 0.33% +536 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: 11,676 shares; 2024Q4: 11,965 shares; 2025Q1: 11,964 shares; 2025Q2: 9,428 shares; 2025Q3: 9,277 shares; 2025Q4: 12,469 shares; 2026Q1: 12,768 shares 12,768 $7.31M 0.3% +299 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: 33,920 shares; 2024Q4: 34,441 shares; 2025Q1: 34,246 shares; 2025Q2: 34,306 shares; 2025Q3: 34,833 shares; 2025Q4: 33,987 shares; 2026Q1: 34,525 shares 34,525 $7.19M 0.29% +538 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: 32,630 shares; 2024Q4: 33,418 shares; 2025Q1: 37,019 shares; 2025Q2: 37,889 shares; 2025Q3: 39,644 shares; 2025Q4: 38,360 shares; 2026Q1: 9,734 shares 9,734 $6.84M 0.28% -28,626 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,378 shares; 2024Q4: 94,623 shares; 2025Q1: 97,291 shares; 2025Q2: 105,852 shares; 2025Q3: 113,827 shares; 2025Q4: 122,084 shares; 2026Q1: 118,899 shares 118,899 $6.33M 0.26% -3,185 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,172 shares; 2026Q1: 34,276 shares 34,276 $5.63M 0.23% +32,104 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,808 shares; 2024Q4: 14,265 shares; 2025Q1: 15,613 shares; 2025Q2: 15,383 shares; 2025Q3: 16,543 shares; 2025Q4: 17,251 shares; 2026Q1: 13,432 shares 13,432 $5.29M 0.21% -3,819 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,868 shares; 2024Q4: 61,384 shares; 2025Q1: 63,952 shares; 2025Q2: 64,315 shares; 2025Q3: 63,650 shares; 2025Q4: 79,478 shares; 2026Q1: 81,282 shares 81,282 $5.21M 0.21% +1,804 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,904 shares; 2025Q3: 6,762 shares; 2025Q4: 6,589 shares; 2026Q1: 6,651 shares 6,651 $5.14M 0.21% +62 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 20,707 shares; 2025Q3: 23,971 shares; 2025Q4: 26,975 shares; 2026Q1: 37,050 shares 37,050 $5.08M 0.21% +10,075 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 10,302 shares; 2025Q1: 11,986 shares; 2025Q2: 12,709 shares; 2025Q3: 14,938 shares; 2025Q4: 16,676 shares; 2026Q1: 24,370 shares 24,370 $5.04M 0.2% +7,694 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,570 shares; 2025Q1: 11,371 shares; 2025Q2: 11,875 shares; 2025Q3: 13,805 shares; 2025Q4: 15,537 shares; 2026Q1: 25,546 shares 25,546 $4.99M 0.2% +10,009 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,560 shares; 2024Q4: 15,798 shares; 2025Q1: 18,991 shares; 2025Q2: 20,530 shares; 2025Q3: 25,044 shares; 2025Q4: 29,091 shares; 2026Q1: 46,908 shares 46,908 $4.98M 0.2% +17,817 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,742 shares; 2025Q4: 27,414 shares; 2026Q1: 28,530 shares 28,530 $4.95M 0.2% +1,116 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 182,339 shares 182,339 $4.92M 0.2% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,155 shares; 2024Q4: 12,028 shares; 2025Q1: 14,308 shares; 2025Q2: 14,989 shares; 2025Q3: 17,386 shares; 2025Q4: 19,373 shares; 2026Q1: 25,645 shares 25,645 $4.89M 0.2% +6,272 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,845 shares; 2024Q4: 80,602 shares; 2025Q1: 81,867 shares; 2025Q2: 82,314 shares; 2025Q3: 80,527 shares; 2025Q4: 79,069 shares; 2026Q1: 79,798 shares 79,798 $4.87M 0.2% +729 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 56,361 shares; 2025Q4: 61,852 shares; 2026Q1: 112,238 shares 112,238 $4.78M 0.19% +50,386 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,844 shares; 2024Q4: 36,094 shares; 2025Q1: 46,176 shares; 2025Q2: 50,277 shares; 2025Q3: 61,367 shares; 2025Q4: 70,478 shares; 2026Q1: 96,832 shares 96,832 $4.74M 0.19% +26,354 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 12,409 shares; 2025Q1: 15,798 shares; 2025Q2: 16,393 shares; 2025Q3: 21,547 shares; 2025Q4: 26,185 shares; 2026Q1: 55,868 shares 55,868 $4.64M 0.19% +29,683 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 9,727 shares; 2026Q1: 9,727 shares 9,727 $4.62M 0.19% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,173 shares; 2025Q4: 70,368 shares; 2026Q1: 99,331 shares 99,331 $4.58M 0.18% +28,963 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 63,383 shares; 2025Q4: 67,084 shares; 2026Q1: 58,623 shares 58,623 $4.51M 0.18% -8,461 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,466 shares; 2024Q4: 21,940 shares; 2025Q1: 12,420 shares; 2025Q2: 29,302 shares; 2025Q3: 36,471 shares; 2025Q4: 63,539 shares; 2026Q1: 86,557 shares 86,557 $4.49M 0.18% +23,018 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,854 shares; 2024Q4: 8,550 shares; 2025Q1: 7,739 shares; 2025Q2: 8,321 shares; 2025Q3: 8,719 shares; 2025Q4: 9,158 shares; 2026Q1: 9,258 shares 9,258 $4.44M 0.18% +100 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: 53,966 shares; 2024Q4: 61,147 shares; 2025Q1: 62,897 shares; 2025Q2: 62,435 shares; 2025Q3: 43,413 shares; 2025Q4: 42,994 shares; 2026Q1: 45,501 shares 45,501 $4.39M 0.18% +2,507 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares; 2026Q1: 22,263 shares 22,263 $4.32M 0.17% +151 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: 25,324 shares; 2024Q4: 25,468 shares; 2025Q1: 24,976 shares; 2025Q2: 25,248 shares; 2025Q3: 24,853 shares; 2025Q4: 24,938 shares; 2026Q1: 25,229 shares 25,229 $4.28M 0.17% +291 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,129 shares 33,129 $4.22M 0.17% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 176,217 shares 176,217 $4.2M 0.17% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 26,247 shares; 2025Q4: 31,637 shares; 2026Q1: 39,461 shares 39,461 $4.19M 0.17% +7,824 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: not reported; 2024Q4: not reported; 2025Q1: 40,523 shares; 2025Q2: 40,573 shares; 2025Q3: 39,480 shares; 2025Q4: 38,727 shares; 2026Q1: 40,483 shares 40,483 $4.15M 0.17% +1,756 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: 3,129 shares; 2024Q4: 3,152 shares; 2025Q1: 2,707 shares; 2025Q2: 2,894 shares; 2025Q3: 2,888 shares; 2025Q4: 17,044 shares; 2026Q1: 18,106 shares 18,106 $4.09M 0.17% +1,062 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 6,721 shares; 2025Q1: 8,265 shares; 2025Q2: 8,639 shares; 2025Q3: 8,878 shares; 2025Q4: 9,159 shares; 2026Q1: 29,856 shares 29,856 $4.05M 0.16% +20,697 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,473 shares; 2025Q2: 48,002 shares; 2025Q3: 58,335 shares; 2025Q4: 76,335 shares; 2026Q1: 80,715 shares 80,715 $3.95M 0.16% +4,380 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,516 shares; 2024Q4: 29,293 shares; 2025Q1: 40,917 shares; 2025Q2: 38,204 shares; 2025Q3: 46,029 shares; 2025Q4: 50,044 shares; 2026Q1: 56,261 shares 56,261 $3.95M 0.16% +6,217 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,202 shares; 2024Q4: 102,248 shares; 2025Q1: 137,297 shares; 2025Q2: 157,389 shares; 2025Q3: 197,945 shares; 2025Q4: 225,009 shares; 2026Q1: 462,593 shares 462,593 $3.91M 0.16% +237,584 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,234 shares; 2025Q1: 31,784 shares; 2025Q2: 31,684 shares; 2025Q3: 30,638 shares; 2025Q4: 18,511 shares; 2026Q1: 19,087 shares 19,087 $3.88M 0.16% +576 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,039 shares; 2024Q4: 29,016 shares; 2025Q1: 29,834 shares; 2025Q2: 29,916 shares; 2025Q3: 29,371 shares; 2025Q4: 29,372 shares; 2026Q1: 30,346 shares 30,346 $3.84M 0.16% +974 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,323 shares; 2024Q4: 15,308 shares; 2025Q1: 1,519 shares; 2025Q2: 1,529 shares; 2025Q3: 42,624 shares; 2025Q4: 64,973 shares; 2026Q1: 67,492 shares 67,492 $3.77M 0.15% +2,519 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,155 shares; 2024Q4: 43,456 shares; 2025Q1: 44,306 shares; 2025Q2: 44,373 shares; 2025Q3: 43,789 shares; 2025Q4: 44,130 shares; 2026Q1: 81,605 shares 81,605 $3.69M 0.15% +37,475 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,715 shares; 2024Q4: 62,514 shares; 2025Q1: 75,494 shares; 2025Q2: 94,462 shares; 2025Q3: 92,921 shares; 2025Q4: 92,652 shares; 2026Q1: 72,172 shares 72,172 $3.63M 0.15% -20,480 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: 1,346 shares; 2024Q4: 9,384 shares; 2025Q1: 9,679 shares; 2025Q2: 9,667 shares; 2025Q3: 12,105 shares; 2025Q4: 11,850 shares; 2026Q1: 12,310 shares 12,310 $3.6M 0.15% +460 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,105 shares; 2025Q2: 30,724 shares; 2025Q3: 35,633 shares; 2025Q4: 34,979 shares; 2026Q1: 36,203 shares 36,203 $3.56M 0.14% +1,224 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: 49,372 shares; 2024Q4: 52,030 shares; 2025Q1: 54,574 shares; 2025Q2: 56,048 shares; 2025Q3: 7,957 shares; 2025Q4: 7,884 shares; 2026Q1: 92,192 shares 92,192 $3.43M 0.14% +84,308 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,373 shares; 2025Q2: 47,483 shares; 2025Q3: 46,574 shares; 2025Q4: 46,082 shares; 2026Q1: 48,420 shares 48,420 $3.36M 0.14% +2,338 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 47,520 shares; 2025Q1: 47,309 shares; 2025Q2: 46,615 shares; 2025Q3: 44,953 shares; 2025Q4: 42,794 shares; 2026Q1: 29,211 shares 29,211 $3.31M 0.13% -13,583 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 9,622 shares; 2025Q4: 9,452 shares; 2026Q1: 9,988 shares 9,988 $3.26M 0.13% +536 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,121 shares 64,121 $3.2M 0.13% new Timeline QLTA 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: 28,764 shares; 2024Q4: 37,619 shares; 2025Q1: 77,025 shares; 2025Q2: 94,447 shares; 2025Q3: 117,373 shares; 2025Q4: 78,997 shares; 2026Q1: 67,055 shares 67,055 $3.19M 0.13% -11,942 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,599 shares; 2025Q1: 29,246 shares; 2025Q2: 62,626 shares; 2025Q3: 77,362 shares; 2025Q4: 85,464 shares; 2026Q1: 100,032 shares 100,032 $3.08M 0.12% +14,568 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,745 shares; 2024Q4: 195,909 shares; 2025Q1: 198,520 shares; 2025Q2: 198,125 shares; 2025Q3: 193,492 shares; 2025Q4: 191,383 shares; 2026Q1: 196,605 shares 196,605 $3.08M 0.12% +5,222 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 18,748 shares; 2025Q3: 18,304 shares; 2025Q4: 18,089 shares; 2026Q1: 18,633 shares 18,633 $2.93M 0.12% +544 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: 56,297 shares; 2024Q4: 56,473 shares; 2025Q1: 53,989 shares; 2025Q2: 53,190 shares; 2025Q3: 52,975 shares; 2025Q4: 53,130 shares; 2026Q1: 51,510 shares 51,510 $2.9M 0.12% -1,620 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: 6,765 shares; 2024Q4: 7,205 shares; 2025Q1: 7,787 shares; 2025Q2: 7,665 shares; 2025Q3: 7,612 shares; 2025Q4: 7,582 shares; 2026Q1: 8,001 shares 8,001 $2.63M 0.11% +419 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: 4,027 shares; 2024Q4: 4,019 shares; 2025Q1: 4,035 shares; 2025Q2: 4,182 shares; 2025Q3: 4,273 shares; 2025Q4: 4,296 shares; 2026Q1: 4,272 shares 4,272 $2.55M 0.1% -24 Timeline IGEB 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: 16,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,960 shares; 2025Q3: 40,998 shares; 2025Q4: 47,123 shares; 2026Q1: 55,842 shares 55,842 $2.52M 0.1% +8,719 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: 15,415 shares; 2024Q4: 15,145 shares; 2025Q1: 14,882 shares; 2025Q2: 14,918 shares; 2025Q3: 14,375 shares; 2025Q4: 13,187 shares; 2026Q1: 8,239 shares 8,239 $2.49M 0.1% -4,948 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: 4,328 shares; 2024Q4: 4,219 shares; 2025Q1: 4,604 shares; 2025Q2: 4,555 shares; 2025Q3: 4,575 shares; 2025Q4: 16,913 shares; 2026Q1: 11,280 shares 11,280 $2.45M 0.1% -5,633 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: 7,398 shares; 2024Q4: 7,338 shares; 2025Q1: 7,417 shares; 2025Q2: 7,431 shares; 2025Q3: 7,639 shares; 2025Q4: 7,935 shares; 2026Q1: 7,891 shares 7,891 $2.45M 0.1% -44 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,526 shares; 2025Q1: 1,539 shares; 2025Q2: 6,929 shares; 2025Q3: 6,939 shares; 2025Q4: 6,950 shares; 2026Q1: 6,956 shares 6,956 $2.39M 0.1% +6 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: 9,377 shares; 2024Q4: 9,357 shares; 2025Q1: 9,739 shares; 2025Q2: 9,722 shares; 2025Q3: 9,260 shares; 2025Q4: 9,294 shares; 2026Q1: 8,819 shares 8,819 $2.35M 0.1% -475 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: 7,143 shares; 2024Q4: 1,197 shares; 2025Q1: 1,337 shares; 2025Q2: 7,271 shares; 2025Q3: 7,276 shares; 2025Q4: 7,575 shares; 2026Q1: 8,438 shares 8,438 $2.28M 0.09% +863 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 8,757 shares; 2025Q1: 8,651 shares; 2025Q2: 9,011 shares; 2025Q3: 8,998 shares; 2025Q4: 9,145 shares; 2026Q1: 9,148 shares 9,148 $2.24M 0.09% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,288 shares; 2025Q2: 8,197 shares; 2025Q3: 4,556 shares; 2025Q4: 4,135 shares; 2026Q1: 2,315 shares 2,315 $2.23M 0.09% -1,820 Timeline SMH 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: 1,197 shares; 2024Q4: 1,203 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,292 shares; 2025Q4: 2,812 shares; 2026Q1: 5,602 shares 5,602 $2.15M 0.09% +2,790 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: 11,504 shares; 2024Q4: 11,801 shares; 2025Q1: 11,354 shares; 2025Q2: 11,919 shares; 2025Q3: 11,511 shares; 2025Q4: 10,480 shares; 2026Q1: 5,705 shares 5,705 $2.04M 0.08% -4,775 Timeline EMLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,094 shares; 2026Q1: 75,123 shares 75,123 $1.89M 0.08% +10,029 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,759 shares 35,759 $1.88M 0.08% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,510 shares; 2024Q4: 126,253 shares; 2025Q1: 123,054 shares; 2025Q2: 122,737 shares; 2025Q3: 119,099 shares; 2025Q4: 108,043 shares; 2026Q1: 48,910 shares 48,910 $1.85M 0.07% -59,133 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,491 shares; 2024Q4: 24,434 shares; 2025Q1: 23,381 shares; 2025Q2: 22,950 shares; 2025Q3: 23,286 shares; 2025Q4: 23,170 shares; 2026Q1: 23,124 shares 23,124 $1.78M 0.07% -46 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,210 shares; 2024Q4: 49,513 shares; 2025Q1: 48,409 shares; 2025Q2: 47,689 shares; 2025Q3: 45,186 shares; 2025Q4: 40,167 shares; 2026Q1: 18,583 shares 18,583 $1.75M 0.07% -21,584 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: 1,877 shares; 2024Q4: 1,882 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 2,045 shares; 2025Q4: 2,267 shares; 2026Q1: 2,463 shares 2,463 $1.72M 0.07% +196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 11,077 shares; 2026Q1: 8,613 shares 8,613 $1.71M 0.07% -2,464 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: 20,625 shares; 2024Q4: 19,637 shares; 2025Q1: 21,337 shares; 2025Q2: 21,486 shares; 2025Q3: 22,477 shares; 2025Q4: 22,664 shares; 2026Q1: 23,591 shares 23,591 $1.63M 0.07% +927 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: 5,368 shares; 2024Q4: 5,806 shares; 2025Q1: 5,050 shares; 2025Q2: 4,420 shares; 2025Q3: 4,384 shares; 2025Q4: 4,141 shares; 2026Q1: 4,322 shares 4,322 $1.61M 0.06% +181 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,277 shares; 2024Q4: 18,003 shares; 2025Q1: 17,740 shares; 2025Q2: 17,527 shares; 2025Q3: 16,975 shares; 2025Q4: 15,213 shares; 2026Q1: 8,748 shares 8,748 $1.51M 0.06% -6,465 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,757 shares; 2024Q4: 107,661 shares; 2025Q1: 107,183 shares; 2025Q2: 107,294 shares; 2025Q3: 104,299 shares; 2025Q4: 93,541 shares; 2026Q1: 68,976 shares 68,976 $1.51M 0.06% -24,565 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,694 shares; 2026Q1: 10,161 shares 10,161 $1.48M 0.06% -6,533 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,818 shares; 2025Q2: 9,751 shares; 2025Q3: 9,467 shares; 2025Q4: 8,385 shares; 2026Q1: 5,773 shares 5,773 $1.44M 0.06% -2,612 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 9,703 shares; 2026Q1: 11,317 shares 11,317 $1.43M 0.06% +1,614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,827 shares 18,827 $1.42M 0.06% new 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: 2,716 shares; 2024Q4: 2,876 shares; 2025Q1: 2,701 shares; 2025Q2: 2,186 shares; 2025Q3: 3,824 shares; 2025Q4: 4,328 shares; 2026Q1: 4,411 shares 4,411 $1.42M 0.06% +83 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: 172,033 shares; 2024Q4: 164,313 shares; 2025Q1: 184,799 shares; 2025Q2: 48,115 shares; 2025Q3: 48,174 shares; 2025Q4: 47,811 shares; 2026Q1: 47,747 shares 47,747 $1.34M 0.05% -64 Timeline IEF 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: 4,638 shares; 2025Q1: 6,423 shares; 2025Q2: 7,750 shares; 2025Q3: 9,754 shares; 2025Q4: 11,300 shares; 2026Q1: 13,323 shares 13,323 $1.27M 0.05% +2,023 Timeline HYGW 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: 34,139 shares; 2025Q1: 47,293 shares; 2025Q2: 60,693 shares; 2025Q3: 76,755 shares; 2025Q4: 90,707 shares; 2026Q1: 42,972 shares 42,972 $1.27M 0.05% -47,735 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,822 shares; 2025Q1: 3,817 shares; 2025Q2: 4,102 shares; 2025Q3: 4,204 shares; 2025Q4: 4,210 shares; 2026Q1: 4,222 shares 4,222 $1.23M 0.05% +12 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: 8,502 shares; 2024Q4: 8,256 shares; 2025Q1: 8,077 shares; 2025Q2: 8,537 shares; 2025Q3: 8,563 shares; 2025Q4: 8,356 shares; 2026Q1: 8,380 shares 8,380 $1.21M 0.05% +24 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,702 shares; 2025Q1: 2,833 shares; 2025Q2: 2,702 shares; 2025Q3: 2,707 shares; 2025Q4: 2,901 shares; 2026Q1: 2,634 shares 2,634 $1.13M 0.05% -267 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: 4,446 shares; 2024Q4: 4,183 shares; 2025Q1: 4,281 shares; 2025Q2: 4,421 shares; 2025Q3: 4,818 shares; 2025Q4: 4,781 shares; 2026Q1: 5,478 shares 5,478 $1.13M 0.05% +697 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: 1,007 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 1,380 shares; 2025Q3: 1,388 shares; 2025Q4: 1,384 shares; 2026Q1: 1,584 shares 1,584 $1.12M 0.05% +200 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 6,375 shares; 2025Q1: 7,458 shares; 2025Q2: 7,678 shares; 2025Q3: 9,284 shares; 2025Q4: 8,463 shares; 2026Q1: 7,864 shares 7,864 $1.11M 0.04% -599 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,935 shares; 2024Q4: 30,003 shares; 2025Q1: 28,992 shares; 2025Q2: 29,062 shares; 2025Q3: 28,410 shares; 2025Q4: 28,463 shares; 2026Q1: 28,521 shares 28,521 $1.11M 0.04% +58 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: 20,558 shares; 2024Q4: 20,816 shares; 2025Q1: 20,797 shares; 2025Q2: 22,619 shares; 2025Q3: 22,440 shares; 2025Q4: 24,586 shares; 2026Q1: 22,021 shares 22,021 $1.11M 0.04% -2,565 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: 1,137 shares; 2024Q4: 1,109 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,214 shares; 2025Q4: 1,219 shares; 2026Q1: 1,201 shares 1,201 $1.1M 0.04% -18 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: 5,554 shares; 2024Q4: 5,436 shares; 2025Q1: 5,460 shares; 2025Q2: 5,719 shares; 2025Q3: 5,464 shares; 2025Q4: 6,562 shares; 2026Q1: 6,572 shares 6,572 $1.09M 0.04% +10 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: 12,480 shares; 2024Q4: 12,328 shares; 2025Q1: 12,469 shares; 2025Q2: 12,935 shares; 2025Q3: 13,359 shares; 2025Q4: 13,510 shares; 2026Q1: 13,559 shares 13,559 $1.03M 0.04% +49 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: 3,054 shares; 2024Q4: 3,063 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 3,497 shares; 2025Q4: 3,498 shares; 2026Q1: 3,421 shares 3,421 $981K 0.04% -77 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,669 shares; 2025Q1: 3,836 shares; 2025Q2: 3,891 shares; 2025Q3: 3,957 shares; 2025Q4: 4,028 shares; 2026Q1: 3,980 shares 3,980 $965K 0.04% -48 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: 27,723 shares; 2024Q4: 26,461 shares; 2025Q1: 27,513 shares; 2025Q2: 30,222 shares; 2025Q3: 31,875 shares; 2025Q4: 33,104 shares; 2026Q1: 32,916 shares 32,916 $954K 0.04% -188 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: 2,968 shares; 2024Q4: 3,030 shares; 2025Q1: 2,476 shares; 2025Q2: 2,502 shares; 2025Q3: 2,500 shares; 2025Q4: 3,464 shares; 2026Q1: 3,351 shares 3,351 $951K 0.04% -113 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,708 shares; 2026Q1: 74,023 shares 74,023 $926K 0.04% -14,685 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,037 shares; 2025Q1: 1,108 shares; 2025Q2: 1,231 shares; 2025Q3: 1,212 shares; 2025Q4: 1,499 shares; 2026Q1: 1,379 shares 1,379 $897K 0.04% -120 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $890K 0.04% 0 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: 3,172 shares; 2025Q1: 2,604 shares; 2025Q2: 2,316 shares; 2025Q3: 5,004 shares; 2025Q4: 6,400 shares; 2026Q1: 6,048 shares 6,048 $885K 0.04% -352 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: not reported; 2025Q3: 158,190 shares; 2025Q4: 160,217 shares; 2026Q1: 3,844 shares 3,844 $841K 0.03% -156,373 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: 1,455 shares; 2024Q4: 1,497 shares; 2025Q1: 1,611 shares; 2025Q2: 1,656 shares; 2025Q3: 1,781 shares; 2025Q4: 1,985 shares; 2026Q1: 1,930 shares 1,930 $823K 0.03% -55 Timeline USMV 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: 2,765 shares; 2025Q2: 5,862 shares; 2025Q3: 7,039 shares; 2025Q4: 7,576 shares; 2026Q1: 8,721 shares 8,721 $809K 0.03% +1,145 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: 849 shares; 2024Q4: 824 shares; 2025Q1: 814 shares; 2025Q2: 811 shares; 2025Q3: 842 shares; 2025Q4: 916 shares; 2026Q1: 807 shares 807 $804K 0.03% -109 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 5,950 shares; 2025Q1: 5,887 shares; 2025Q2: 5,891 shares; 2025Q3: 5,895 shares; 2025Q4: 5,898 shares; 2026Q1: 5,902 shares 5,902 $798K 0.03% +4 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: 733 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 608 shares; 2025Q4: 833 shares; 2026Q1: 909 shares 909 $793K 0.03% +76 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 10,346 shares; 2025Q1: 10,413 shares; 2025Q2: 10,365 shares; 2025Q3: 10,344 shares; 2025Q4: 10,488 shares; 2026Q1: 10,579 shares 10,579 $760K 0.03% +91 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,054 shares; 2026Q1: 8,258 shares 8,258 $735K 0.03% +204 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 8,361 shares; 2025Q1: 11,396 shares; 2025Q2: 11,656 shares; 2025Q3: 11,656 shares; 2025Q4: 11,796 shares; 2026Q1: 12,421 shares 12,421 $733K 0.03% +625 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: 4,422 shares; 2024Q4: 4,992 shares; 2025Q1: 4,394 shares; 2025Q2: 4,742 shares; 2025Q3: 5,228 shares; 2025Q4: 5,944 shares; 2026Q1: 5,709 shares 5,709 $710K 0.03% -235 Timeline XLU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,874 shares; 2025Q3: 5,915 shares; 2025Q4: 12,639 shares; 2026Q1: 15,284 shares 15,284 $701K 0.03% +2,645 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: 1,371 shares; 2024Q4: 1,430 shares; 2025Q1: 1,403 shares; 2025Q2: 1,367 shares; 2025Q3: 1,316 shares; 2025Q4: 1,565 shares; 2026Q1: 1,588 shares 1,588 $694K 0.03% +23 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,990 shares; 2024Q4: 12,481 shares; 2025Q1: 11,999 shares; 2025Q2: 11,533 shares; 2025Q3: 13,998 shares; 2025Q4: 14,284 shares; 2026Q1: 14,076 shares 14,076 $686K 0.03% -208 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,338 shares; 2025Q3: 7,931 shares; 2025Q4: 8,686 shares; 2026Q1: 10,011 shares 10,011 $671K 0.03% +1,325 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: 2,060 shares; 2024Q4: 2,044 shares; 2025Q1: 2,059 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 1,595 shares; 2026Q1: 1,596 shares 1,596 $665K 0.03% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,254 shares; 2025Q1: 1,490 shares; 2025Q2: 1,500 shares; 2025Q3: 1,617 shares; 2025Q4: 1,831 shares; 2026Q1: 1,833 shares 1,833 $654K 0.03% +2 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,189 shares 2,189 $652K 0.03% new 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: 270,031 shares; 2024Q4: 261,921 shares; 2025Q1: 281,513 shares; 2025Q2: 229,398 shares; 2025Q3: 6,885 shares; 2025Q4: 7,837 shares; 2026Q1: 3,566 shares 3,566 $647K 0.03% -4,271 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 18,874 shares; 2025Q1: 18,922 shares; 2025Q2: 19,157 shares; 2025Q3: 18,833 shares; 2025Q4: 18,969 shares; 2026Q1: 19,001 shares 19,001 $645K 0.03% +32 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,802 shares; 2025Q1: 5,836 shares; 2025Q2: 6,571 shares; 2025Q3: 5,912 shares; 2025Q4: 5,318 shares; 2026Q1: 9,058 shares 9,058 $644K 0.03% +3,740 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,711 shares; 2025Q1: 3,717 shares; 2025Q2: 3,721 shares; 2025Q3: 3,726 shares; 2025Q4: 3,730 shares; 2026Q1: 3,735 shares 3,735 $639K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 9,634 shares; 2025Q4: 10,797 shares; 2026Q1: 12,636 shares 12,636 $624K 0.03% +1,839 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: 6,969 shares; 2024Q4: 5,860 shares; 2025Q1: 5,986 shares; 2025Q2: 6,686 shares; 2025Q3: 6,980 shares; 2025Q4: 7,824 shares; 2026Q1: 8,831 shares 8,831 $596K 0.02% +1,007 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,700 shares; 2025Q1: 2,686 shares; 2025Q2: 2,694 shares; 2025Q3: 2,706 shares; 2025Q4: 2,719 shares; 2026Q1: 2,800 shares 2,800 $579K 0.02% +81 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: 885 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 1,036 shares; 2025Q3: 1,041 shares; 2025Q4: 1,051 shares; 2026Q1: 1,043 shares 1,043 $561K 0.02% -8 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: 2,587 shares; 2024Q4: 2,550 shares; 2025Q1: 3,376 shares; 2025Q2: 2,717 shares; 2025Q3: 2,545 shares; 2025Q4: 2,563 shares; 2026Q1: 2,355 shares 2,355 $557K 0.02% -208 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,039 shares; 2025Q1: 4,127 shares; 2025Q2: 4,153 shares; 2025Q3: 4,179 shares; 2025Q4: 4,268 shares; 2026Q1: 4,347 shares 4,347 $555K 0.02% +79 Timeline SUSC 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: 12,023 shares; 2024Q4: 16,620 shares; 2025Q1: 15,602 shares; 2025Q2: 18,806 shares; 2025Q3: 22,112 shares; 2025Q4: 23,942 shares; 2026Q1: 23,802 shares 23,802 $551K 0.02% -140 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 7,281 shares; 2025Q1: 9,169 shares; 2025Q2: 10,070 shares; 2025Q3: 10,536 shares; 2025Q4: 10,645 shares; 2026Q1: 11,556 shares 11,556 $549K 0.02% +911 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: 8,051 shares; 2024Q4: 7,835 shares; 2025Q1: 6,633 shares; 2025Q2: 6,730 shares; 2025Q3: 6,885 shares; 2025Q4: 7,226 shares; 2026Q1: 7,081 shares 7,081 $549K 0.02% -145 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: 11,287 shares; 2024Q4: 11,287 shares; 2025Q1: 11,287 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares; 2025Q4: 11,287 shares; 2026Q1: 11,287 shares 11,287 $541K 0.02% 0 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: 2,971 shares; 2024Q4: 3,038 shares; 2025Q1: 3,068 shares; 2025Q2: 2,896 shares; 2025Q3: 2,975 shares; 2025Q4: 3,118 shares; 2026Q1: 2,439 shares 2,439 $525K 0.02% -679 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,345 shares; 2025Q2: 44,141 shares; 2025Q3: 2,318 shares; 2025Q4: 2,312 shares; 2026Q1: 2,282 shares 2,282 $487K 0.02% -30 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,376 shares; 2025Q1: 5,383 shares; 2025Q2: 5,387 shares; 2025Q3: 5,393 shares; 2025Q4: 5,399 shares; 2026Q1: 5,674 shares 5,674 $482K 0.02% +275 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 4,671 shares; 2026Q1: 4,626 shares 4,626 $473K 0.02% -45 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: 673 shares; 2024Q4: 676 shares; 2025Q1: 679 shares; 2025Q2: 832 shares; 2025Q3: 733 shares; 2025Q4: 738 shares; 2026Q1: 770 shares 770 $466K 0.02% +32 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 6,939 shares; 2025Q1: 6,410 shares; 2025Q2: 7,283 shares; 2025Q3: 7,110 shares; 2025Q4: 7,470 shares; 2026Q1: 6,453 shares 6,453 $453K 0.02% -1,017 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 811 shares; 2025Q3: 672 shares; 2025Q4: 723 shares; 2026Q1: 963 shares 963 $446K 0.02% +240 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,448 shares; 2024Q4: 191,608 shares; 2025Q1: 195,595 shares; 2025Q2: 200,848 shares; 2025Q3: 206,910 shares; 2025Q4: 4,690 shares; 2026Q1: 4,697 shares 4,697 $428K 0.02% +7 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 614 shares; 2026Q1: 1,127 shares 1,127 $414K 0.02% +513 Timeline BKFI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: 16,917 shares 16,917 $406K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 2,870 shares; 2025Q1: 3,003 shares; 2025Q2: 3,044 shares; 2025Q3: 3,011 shares; 2025Q4: 3,837 shares; 2026Q1: 3,081 shares 3,081 $403K 0.02% -756 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: 2,712 shares; 2024Q4: 1,923 shares; 2025Q1: 1,681 shares; 2025Q2: 1,687 shares; 2025Q3: 1,660 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares 1,663 $403K 0.02% 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: 5,010 shares; 2024Q4: 5,015 shares; 2025Q1: 5,019 shares; 2025Q2: 5,059 shares; 2025Q3: 4,278 shares; 2025Q4: 4,111 shares; 2026Q1: 4,114 shares 4,114 $397K 0.02% +3 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,807 shares; 2024Q4: 12,978 shares; 2025Q1: 12,836 shares; 2025Q2: 12,964 shares; 2025Q3: 13,511 shares; 2025Q4: 13,789 shares; 2026Q1: 14,121 shares 14,121 $388K 0.02% +332 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: 1,632 shares; 2024Q4: 1,627 shares; 2025Q1: 1,724 shares; 2025Q2: 1,770 shares; 2025Q3: 1,881 shares; 2025Q4: 1,876 shares; 2026Q1: 1,977 shares 1,977 $379K 0.02% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,407 shares; 2025Q4: 2,562 shares; 2026Q1: 2,423 shares 2,423 $367K 0.01% -139 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,114 shares; 2025Q4: 9,707 shares; 2026Q1: 9,505 shares 9,505 $365K 0.01% -202 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: 516 shares; 2024Q4: 529 shares; 2025Q1: 450 shares; 2025Q2: 470 shares; 2025Q3: 468 shares; 2025Q4: 4,731 shares; 2026Q1: 3,778 shares 3,778 $363K 0.01% -953 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 3,597 shares; 2026Q1: 3,597 shares 3,597 $360K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 4,681 shares; 2025Q2: 4,870 shares; 2025Q3: 6,113 shares; 2025Q4: 6,116 shares; 2026Q1: 6,116 shares 6,116 $354K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,326 shares; 2025Q2: 4,297 shares; 2025Q3: 4,316 shares; 2025Q4: 5,001 shares; 2026Q1: 5,020 shares 5,020 $349K 0.01% +19 Timeline OEF 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: 122,284 shares; 2025Q2: 191,196 shares; 2025Q3: 361,498 shares; 2025Q4: 367,150 shares; 2026Q1: 1,089 shares 1,089 $346K 0.01% -366,061 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: 4,177 shares; 2024Q4: 11,480 shares; 2025Q1: 13,396 shares; 2025Q2: 16,036 shares; 2025Q3: 12,626 shares; 2025Q4: 11,776 shares; 2026Q1: 11,281 shares 11,281 $346K 0.01% -495 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: 2,672 shares; 2024Q4: 2,614 shares; 2025Q1: 2,615 shares; 2025Q2: 2,637 shares; 2025Q3: 2,655 shares; 2025Q4: 2,682 shares; 2026Q1: 2,630 shares 2,630 $345K 0.01% -52 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: 2,689 shares; 2024Q4: 2,691 shares; 2025Q1: 2,696 shares; 2025Q2: 3,028 shares; 2025Q3: 3,035 shares; 2025Q4: 4,801 shares; 2026Q1: 4,821 shares 4,821 $344K 0.01% +20 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: 75,026 shares; 2024Q4: 91,097 shares; 2025Q1: 94,038 shares; 2025Q2: 92,352 shares; 2025Q3: 56,412 shares; 2025Q4: 54,863 shares; 2026Q1: 3,141 shares 3,141 $340K 0.01% -51,722 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: 5,694 shares; 2024Q4: 5,665 shares; 2025Q1: 5,186 shares; 2025Q2: 5,579 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares; 2026Q1: 5,588 shares 5,588 $339K 0.01% -28 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,549 shares; 2026Q1: 1,582 shares 1,582 $338K 0.01% +33 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 610 shares; 2025Q3: 617 shares; 2025Q4: 569 shares; 2026Q1: 571 shares 571 $321K 0.01% +2 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,218 shares; 2025Q1: 5,175 shares; 2025Q2: 4,816 shares; 2025Q3: 4,899 shares; 2025Q4: 4,667 shares; 2026Q1: 3,919 shares 3,919 $321K 0.01% -748 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: 1,943 shares; 2024Q4: 1,771 shares; 2025Q1: 1,787 shares; 2025Q2: 1,855 shares; 2025Q3: 1,885 shares; 2025Q4: 1,890 shares; 2026Q1: 1,937 shares 1,937 $319K 0.01% +47 Timeline ICVT 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: 6,225 shares; 2024Q4: 7,392 shares; 2025Q1: 6,989 shares; 2025Q2: 4,279 shares; 2025Q3: 4,857 shares; 2025Q4: 6,236 shares; 2026Q1: 3,126 shares 3,126 $318K 0.01% -3,110 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 919 shares 919 $314K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,397 shares; 2025Q1: 6,381 shares; 2025Q2: 6,498 shares; 2025Q3: 6,164 shares; 2025Q4: 5,216 shares; 2026Q1: 5,218 shares 5,218 $314K 0.01% +2 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,189 shares 6,189 $314K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,845 shares; 2025Q1: 4,711 shares; 2025Q2: 4,663 shares; 2025Q3: 4,780 shares; 2025Q4: 4,813 shares; 2026Q1: 4,724 shares 4,724 $312K 0.01% -89 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,519 shares; 2025Q1: 31,581 shares; 2025Q2: 32,181 shares; 2025Q3: 32,568 shares; 2025Q4: 25,904 shares; 2026Q1: 45,309 shares 45,309 $311K 0.01% +19,405 Timeline DSI 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: 2,348 shares; 2024Q4: 2,890 shares; 2025Q1: 2,841 shares; 2025Q2: 2,933 shares; 2025Q3: 2,864 shares; 2025Q4: 2,998 shares; 2026Q1: 2,560 shares 2,560 $310K 0.01% -438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 12,475 shares; 2025Q4: 12,512 shares; 2026Q1: 12,512 shares 12,512 $310K 0.01% 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: 1,525 shares; 2024Q4: 1,486 shares; 2025Q1: 1,250 shares; 2025Q2: 1,177 shares; 2025Q3: 1,181 shares; 2025Q4: 1,275 shares; 2026Q1: 1,548 shares 1,548 $308K 0.01% +273 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 24,598 shares; 2025Q1: 24,704 shares; 2025Q2: 24,819 shares; 2025Q3: 24,937 shares; 2025Q4: 25,886 shares; 2026Q1: 26,046 shares 26,046 $287K 0.01% +160 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,404 shares; 2025Q1: 2,403 shares; 2025Q2: 2,867 shares; 2025Q3: 2,893 shares; 2025Q4: 2,753 shares; 2026Q1: 2,764 shares 2,764 $284K 0.01% +11 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares 2,926 $277K 0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,007 shares 2,007 $275K 0.01% +1 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM 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: 11,427 shares; 2025Q3: 11,558 shares; 2025Q4: 11,711 shares; 2026Q1: 11,869 shares 11,869 $274K 0.01% +158 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 5,727 shares; 2025Q1: 7,711 shares; 2025Q2: 9,985 shares; 2025Q3: 12,221 shares; 2025Q4: 13,155 shares; 2026Q1: 1,834 shares 1,834 $272K 0.01% -11,321 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 823 shares; 2026Q1: 819 shares 819 $269K 0.01% -4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,110 shares; 2025Q1: 2,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,002 shares 2,002 $264K 0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 380 shares; 2025Q4: 381 shares; 2026Q1: 330 shares 330 $261K 0.01% -51 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,149 shares; 2025Q4: 6,121 shares; 2026Q1: 5,688 shares 5,688 $259K 0.01% -433 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 963 shares; 2025Q4: 965 shares; 2026Q1: 1,015 shares 1,015 $252K 0.01% +50 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: 36,160 shares; 2024Q4: 37,466 shares; 2025Q1: 2,832 shares; 2025Q2: 2,990 shares; 2025Q3: 2,853 shares; 2025Q4: 2,820 shares; 2026Q1: 2,808 shares 2,808 $252K 0.01% -12 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares 1,380 $251K 0.01% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,687 shares; 2025Q1: 4,186 shares; 2025Q2: 4,580 shares; 2025Q3: 3,853 shares; 2025Q4: 3,906 shares; 2026Q1: 3,909 shares 3,909 $250K 0.01% +3 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,593 shares; 2026Q1: 1,594 shares 1,594 $248K 0.01% +1 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: 416,676 shares; 2024Q4: 437,274 shares; 2025Q1: 475,211 shares; 2025Q2: 490,389 shares; 2025Q3: 510,870 shares; 2025Q4: 103,974 shares; 2026Q1: 8,493 shares 8,493 $244K 0.01% -95,481 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares 677 $241K 0.01% 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: 473 shares; 2025Q3: 475 shares; 2025Q4: 477 shares; 2026Q1: 481 shares 481 $239K 0.01% +4 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: not reported; 2024Q4: 1,342 shares; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,153 shares; 2025Q4: not reported; 2026Q1: 1,606 shares 1,606 $236K 0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,481 shares; 2025Q1: 3,523 shares; 2025Q2: 3,594 shares; 2025Q3: 3,602 shares; 2025Q4: 3,611 shares; 2026Q1: 3,622 shares 3,622 $234K 0.01% +11 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,500 shares; 2026Q1: 1,451 shares 1,451 $232K 0.01% -49 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: 8,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,249 shares 5,249 $232K 0.01% new Timeline BBUS 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: 3,138 shares; 2024Q4: 3,150 shares; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 1,965 shares; 2025Q4: 1,971 shares; 2026Q1: 1,976 shares 1,976 $232K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 858 shares; 2025Q4: 877 shares; 2026Q1: 862 shares 862 $224K 0.01% -15 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: 4,180 shares; 2026Q1: 4,180 shares 4,180 $221K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 895 shares; 2025Q3: 894 shares; 2025Q4: 895 shares; 2026Q1: 725 shares 725 $219K 0.01% -170 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 6,890 shares; 2025Q1: 6,703 shares; 2025Q2: 4,976 shares; 2025Q3: 3,826 shares; 2025Q4: 4,100 shares; 2026Q1: 3,951 shares 3,951 $218K 0.01% -149 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,801 shares; 2025Q3: 2,741 shares; 2025Q4: 2,761 shares; 2026Q1: 2,716 shares 2,716 $216K 0.01% -45 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 343 shares 343 $212K 0.01% -30 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 3,128 shares; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 3,255 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares 2,327 $211K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares 1,129 $209K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,543 shares; 2025Q1: 1,556 shares; 2025Q2: 1,554 shares; 2025Q3: 1,522 shares; 2025Q4: 1,119 shares; 2026Q1: 1,108 shares 1,108 $207K 0.01% -11 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,088 shares; 2026Q1: 1,089 shares 1,089 $203K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,285 shares 7,285 $203K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 6,996 shares; 2025Q1: 7,227 shares; 2025Q2: 11,903 shares; 2025Q3: 11,463 shares; 2025Q4: 6,672 shares; 2026Q1: 412 shares 412 $203K 0.01% -6,260 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,258 shares 4,258 $200K 0.01% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 10,865 shares; 2025Q1: 10,917 shares; 2025Q2: 11,082 shares; 2025Q3: 11,191 shares; 2025Q4: 10,628 shares; 2026Q1: 10,732 shares 10,732 $182K 0.01% +104 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,936 shares; 2025Q1: 10,933 shares; 2025Q2: 11,135 shares; 2025Q3: 15,047 shares; 2025Q4: 15,678 shares; 2026Q1: 15,678 shares 15,678 $160K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 14,011 shares; 2025Q4: 17,568 shares; 2026Q1: 17,632 shares 17,632 $133K 0.01% +64 Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE 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: 22,000 shares; 2026Q1: 22,000 shares 22,000 $26.4K <0.01% 0 Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 20,620 shares; 2025Q1: 21,097 shares; 2025Q2: 21,570 shares; 2025Q3: 12,089 shares; 2025Q4: 12,683 shares; 2026Q1: 13,330 shares 13,330 $13.5K <0.01% +647 Timeline