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: 3,055,187 shares; 2024Q4: 3,168,271 shares; 2025Q1: 3,290,013 shares; 2025Q2: 3,389,273 shares; 2025Q3: 3,451,406 shares; 2025Q4: 3,726,135 shares; 2026Q1: 4,046,394 shares 4,046,394 $157M 8.8% +320,259 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: 3,781,925 shares; 2024Q4: 3,795,593 shares; 2025Q1: 3,817,600 shares; 2025Q2: 3,792,745 shares; 2025Q3: 3,770,416 shares; 2025Q4: 3,789,938 shares; 2026Q1: 3,737,287 shares 3,737,287 $127M 7.1% -52,651 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404,656 shares; 2024Q4: 1,401,173 shares; 2025Q1: 1,387,839 shares; 2025Q2: 1,411,720 shares; 2025Q3: 1,404,306 shares; 2025Q4: 1,392,318 shares; 2026Q1: 1,357,480 shares 1,357,480 $96.3M 5.39% -34,838 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: 218,246 shares; 2024Q4: 215,164 shares; 2025Q1: 207,639 shares; 2025Q2: 206,774 shares; 2025Q3: 202,607 shares; 2025Q4: 202,434 shares; 2026Q1: 199,371 shares 199,371 $71.1M 3.98% -3,063 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,294 shares; 2024Q4: 563,712 shares; 2025Q1: 586,372 shares; 2025Q2: 594,977 shares; 2025Q3: 613,711 shares; 2025Q4: 663,243 shares; 2026Q1: 700,628 shares 700,628 $69.6M 3.89% +37,385 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,825 shares; 2024Q4: 71,678 shares; 2025Q1: 76,093 shares; 2025Q2: 77,357 shares; 2025Q3: 75,605 shares; 2025Q4: 82,180 shares; 2026Q1: 88,570 shares 88,570 $57.9M 3.24% +6,390 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: 107,547 shares; 2024Q4: 106,534 shares; 2025Q1: 105,880 shares; 2025Q2: 105,188 shares; 2025Q3: 104,300 shares; 2025Q4: 106,227 shares; 2026Q1: 104,445 shares 104,445 $50M 2.8% -1,782 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: 688,561 shares; 2024Q4: 698,601 shares; 2025Q1: 698,268 shares; 2025Q2: 695,131 shares; 2025Q3: 695,193 shares; 2025Q4: 710,578 shares; 2026Q1: 713,381 shares 713,381 $48.2M 2.7% +2,803 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: 465,389 shares; 2024Q4: 495,989 shares; 2025Q1: 499,700 shares; 2025Q2: 383,282 shares; 2025Q3: 375,677 shares; 2025Q4: 381,852 shares; 2026Q1: 385,993 shares 385,993 $41M 2.29% +4,141 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796,682 shares; 2024Q4: 783,483 shares; 2025Q1: 797,763 shares; 2025Q2: 814,027 shares; 2025Q3: 771,072 shares; 2025Q4: 789,163 shares; 2026Q1: 811,204 shares 811,204 $40.5M 2.26% +22,041 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: 297,771 shares; 2024Q4: 307,050 shares; 2025Q1: 309,818 shares; 2025Q2: 305,271 shares; 2025Q3: 301,457 shares; 2025Q4: 318,455 shares; 2026Q1: 318,649 shares 318,649 $39.6M 2.22% +194 Timeline DFAI 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: 1,006,310 shares; 2024Q4: 1,032,249 shares; 2025Q1: 1,034,561 shares; 2025Q2: 1,008,980 shares; 2025Q3: 1,000,974 shares; 2025Q4: 1,012,577 shares; 2026Q1: 1,013,438 shares 1,013,438 $39.5M 2.21% +861 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: 88,023 shares; 2024Q4: 90,911 shares; 2025Q1: 94,488 shares; 2025Q2: 89,833 shares; 2025Q3: 87,519 shares; 2025Q4: 80,521 shares; 2026Q1: 78,355 shares 78,355 $33.4M 1.87% -2,166 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: 453,579 shares; 2024Q4: 446,996 shares; 2025Q1: 465,659 shares; 2025Q2: 485,960 shares; 2025Q3: 490,932 shares; 2025Q4: 513,808 shares; 2026Q1: 509,610 shares 509,610 $32.7M 1.83% -4,198 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: 306,572 shares; 2024Q4: 313,099 shares; 2025Q1: 316,032 shares; 2025Q2: 324,150 shares; 2025Q3: 328,133 shares; 2025Q4: 331,125 shares; 2026Q1: 344,211 shares 344,211 $31.2M 1.74% +13,086 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: 133,322 shares; 2024Q4: 132,779 shares; 2025Q1: 130,444 shares; 2025Q2: 129,631 shares; 2025Q3: 127,409 shares; 2025Q4: 122,662 shares; 2026Q1: 130,730 shares 130,730 $27.6M 1.54% +8,068 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: 140,049 shares; 2024Q4: 137,214 shares; 2025Q1: 121,821 shares; 2025Q2: 115,223 shares; 2025Q3: 114,826 shares; 2025Q4: 100,006 shares; 2026Q1: 99,225 shares 99,225 $25.2M 1.41% -781 Timeline DFAE 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: 682,074 shares; 2024Q4: 673,699 shares; 2025Q1: 675,808 shares; 2025Q2: 670,251 shares; 2025Q3: 667,411 shares; 2025Q4: 672,473 shares; 2026Q1: 671,726 shares 671,726 $22.7M 1.27% -747 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: 284,094 shares; 2024Q4: 286,679 shares; 2025Q1: 298,918 shares; 2025Q2: 299,338 shares; 2025Q3: 322,562 shares; 2025Q4: 323,823 shares; 2026Q1: 322,818 shares 322,818 $22.5M 1.26% -1,005 Timeline DFAU 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: 339,694 shares; 2024Q4: 332,403 shares; 2025Q1: 344,331 shares; 2025Q2: 414,266 shares; 2025Q3: 457,644 shares; 2025Q4: 470,728 shares; 2026Q1: 486,035 shares 486,035 $21.9M 1.23% +15,307 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,411 shares; 2024Q4: 253,320 shares; 2025Q1: 252,275 shares; 2025Q2: 258,269 shares; 2025Q3: 260,328 shares; 2025Q4: 260,434 shares; 2026Q1: 265,985 shares 265,985 $19.6M 1.1% +5,551 Timeline DFIC 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: 10,029 shares; 2024Q4: 32,739 shares; 2025Q1: 71,893 shares; 2025Q2: 211,385 shares; 2025Q3: 230,051 shares; 2025Q4: 439,934 shares; 2026Q1: 503,716 shares 503,716 $17.9M 1% +63,782 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,412 shares; 2024Q4: 269,776 shares; 2025Q1: 291,172 shares; 2025Q2: 292,252 shares; 2025Q3: 319,797 shares; 2025Q4: 321,825 shares; 2026Q1: 329,687 shares 329,687 $16.7M 0.93% +7,862 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: 176,069 shares; 2024Q4: 161,030 shares; 2025Q1: 151,593 shares; 2025Q2: 144,551 shares; 2025Q3: 147,385 shares; 2025Q4: 138,702 shares; 2026Q1: 141,475 shares 141,475 $16M 0.9% +2,773 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: 49,911 shares; 2024Q4: 54,289 shares; 2025Q1: 50,465 shares; 2025Q2: 50,345 shares; 2025Q3: 49,974 shares; 2025Q4: 48,848 shares; 2026Q1: 48,812 shares 48,812 $15.7M 0.88% -36 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,623 shares; 2024Q4: 227,960 shares; 2025Q1: 240,765 shares; 2025Q2: 250,180 shares; 2025Q3: 256,766 shares; 2025Q4: 266,821 shares; 2026Q1: 281,455 shares 281,455 $15.2M 0.85% +14,634 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $13.6M 0.76% 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: 66,721 shares; 2024Q4: 66,250 shares; 2025Q1: 65,020 shares; 2025Q2: 64,003 shares; 2025Q3: 63,542 shares; 2025Q4: 63,725 shares; 2026Q1: 62,431 shares 62,431 $13.4M 0.75% -1,294 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,640 shares; 2024Q4: 21,707 shares; 2025Q1: 21,556 shares; 2025Q2: 22,002 shares; 2025Q3: 22,241 shares; 2025Q4: 20,119 shares; 2026Q1: 20,181 shares 20,181 $13.1M 0.73% +62 Timeline JCPB 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: 14,123 shares; 2024Q4: 22,036 shares; 2025Q1: 26,104 shares; 2025Q2: 34,315 shares; 2025Q3: 134,934 shares; 2025Q4: 221,351 shares; 2026Q1: 271,776 shares 271,776 $12.8M 0.72% +50,425 Timeline IWV 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: 36,516 shares; 2024Q4: 34,892 shares; 2025Q1: 34,633 shares; 2025Q2: 34,275 shares; 2025Q3: 37,951 shares; 2025Q4: 33,246 shares; 2026Q1: 32,359 shares 32,359 $12M 0.67% -887 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,579 shares; 2024Q4: 166,967 shares; 2025Q1: 165,886 shares; 2025Q2: 164,724 shares; 2025Q3: 164,355 shares; 2025Q4: 163,949 shares; 2026Q1: 163,853 shares 163,853 $12M 0.67% -96 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: 48,028 shares; 2024Q4: 46,109 shares; 2025Q1: 46,080 shares; 2025Q2: 48,025 shares; 2025Q3: 53,418 shares; 2025Q4: 54,245 shares; 2026Q1: 53,950 shares 53,950 $11.5M 0.64% -295 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: 20,506 shares; 2024Q4: 20,926 shares; 2025Q1: 20,993 shares; 2025Q2: 25,067 shares; 2025Q3: 25,472 shares; 2025Q4: 26,604 shares; 2026Q1: 25,946 shares 25,946 $9.6M 0.54% -658 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,844 shares; 2024Q4: 93,737 shares; 2025Q1: 93,542 shares; 2025Q2: 91,960 shares; 2025Q3: 95,025 shares; 2025Q4: 94,377 shares; 2026Q1: 93,755 shares 93,755 $9.43M 0.53% -622 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: 30,617 shares; 2024Q4: 30,282 shares; 2025Q1: 30,220 shares; 2025Q2: 29,836 shares; 2025Q3: 30,597 shares; 2025Q4: 34,306 shares; 2026Q1: 32,706 shares 32,706 $9.4M 0.53% -1,600 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,165 shares; 2024Q4: 50,356 shares; 2025Q1: 52,980 shares; 2025Q2: 75,300 shares; 2025Q3: 84,627 shares; 2025Q4: 84,555 shares; 2026Q1: 85,703 shares 85,703 $9.13M 0.51% +1,148 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,395 shares; 2024Q4: 97,775 shares; 2025Q1: 103,582 shares; 2025Q2: 105,660 shares; 2025Q3: 110,597 shares; 2025Q4: 113,519 shares; 2026Q1: 106,582 shares 106,582 $8.8M 0.49% -6,937 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,862 shares; 2024Q4: 89,125 shares; 2025Q1: 84,784 shares; 2025Q2: 81,403 shares; 2025Q3: 83,634 shares; 2025Q4: 76,766 shares; 2026Q1: 72,337 shares 72,337 $8.57M 0.48% -4,429 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: 190,952 shares; 2024Q4: 366,413 shares; 2025Q1: 359,933 shares; 2025Q2: 347,623 shares; 2025Q3: 345,131 shares; 2025Q4: 346,297 shares; 2026Q1: 344,002 shares 344,002 $8.51M 0.48% -2,295 Timeline DFEM 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: 40,989 shares; 2024Q4: 48,605 shares; 2025Q1: 71,275 shares; 2025Q2: 120,601 shares; 2025Q3: 124,560 shares; 2025Q4: 217,530 shares; 2026Q1: 243,468 shares 243,468 $8.41M 0.47% +25,938 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,145 shares; 2024Q4: 55,122 shares; 2025Q1: 52,487 shares; 2025Q2: 53,800 shares; 2025Q3: 56,110 shares; 2025Q4: 56,153 shares; 2026Q1: 55,968 shares 55,968 $8.1M 0.45% -185 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,830 shares; 2024Q4: 153,076 shares; 2025Q1: 148,069 shares; 2025Q2: 154,588 shares; 2025Q3: 166,241 shares; 2025Q4: 164,560 shares; 2026Q1: 158,536 shares 158,536 $8.05M 0.45% -6,024 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: 58,932 shares; 2024Q4: 56,067 shares; 2025Q1: 57,428 shares; 2025Q2: 58,175 shares; 2025Q3: 58,231 shares; 2025Q4: 56,589 shares; 2026Q1: 52,324 shares 52,324 $7.75M 0.43% -4,265 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: 30,621 shares; 2024Q4: 30,287 shares; 2025Q1: 30,792 shares; 2025Q2: 30,287 shares; 2025Q3: 31,271 shares; 2025Q4: 30,852 shares; 2026Q1: 30,749 shares 30,749 $7.52M 0.42% -103 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,590 shares; 2024Q4: 320,124 shares; 2025Q1: 319,145 shares; 2025Q2: 298,171 shares; 2025Q3: 298,652 shares; 2025Q4: 299,267 shares; 2026Q1: 298,692 shares 298,692 $7.5M 0.42% -575 Timeline DFUV 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: 179,655 shares; 2024Q4: 179,074 shares; 2025Q1: 159,185 shares; 2025Q2: 151,338 shares; 2025Q3: 150,930 shares; 2025Q4: 153,637 shares; 2026Q1: 152,003 shares 152,003 $7.37M 0.41% -1,634 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: 25,404 shares; 2024Q4: 25,629 shares; 2025Q1: 25,462 shares; 2025Q2: 25,297 shares; 2025Q3: 25,228 shares; 2025Q4: 24,848 shares; 2026Q1: 25,098 shares 25,098 $7.2M 0.4% +250 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,417 shares; 2024Q4: 323,730 shares; 2025Q1: 316,310 shares; 2025Q2: 251,420 shares; 2025Q3: 239,572 shares; 2025Q4: 155,344 shares; 2026Q1: 154,341 shares 154,341 $7M 0.39% -1,003 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: 26,995 shares; 2024Q4: 28,152 shares; 2025Q1: 24,639 shares; 2025Q2: 26,597 shares; 2025Q3: 27,895 shares; 2025Q4: 27,560 shares; 2026Q1: 27,574 shares 27,574 $6.84M 0.38% +14 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: 10,921 shares; 2024Q4: 10,559 shares; 2025Q1: 11,082 shares; 2025Q2: 11,728 shares; 2025Q3: 11,033 shares; 2025Q4: 11,081 shares; 2026Q1: 11,166 shares 11,166 $6.67M 0.37% +85 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,445 shares; 2025Q3: 59,753 shares; 2025Q4: 120,758 shares; 2026Q1: 125,591 shares 125,591 $6.28M 0.35% +4,833 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,745 shares; 2024Q4: 41,776 shares; 2025Q1: 42,088 shares; 2025Q2: 42,981 shares; 2025Q3: 48,972 shares; 2025Q4: 48,175 shares; 2026Q1: 46,544 shares 46,544 $6.17M 0.35% -1,631 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,897 shares; 2024Q4: 53,886 shares; 2025Q1: 55,919 shares; 2025Q2: 65,079 shares; 2025Q3: 67,514 shares; 2025Q4: 69,189 shares; 2026Q1: 78,207 shares 78,207 $6.03M 0.34% +9,018 Timeline SCHG 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: 60,373 shares; 2024Q4: 222,770 shares; 2025Q1: 215,359 shares; 2025Q2: 214,541 shares; 2025Q3: 210,694 shares; 2025Q4: 209,672 shares; 2026Q1: 207,012 shares 207,012 $6.03M 0.34% -2,660 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,416 shares; 2024Q4: 27,261 shares; 2025Q1: 28,556 shares; 2025Q2: 28,556 shares; 2025Q3: 28,626 shares; 2025Q4: 28,626 shares; 2026Q1: 28,626 shares 28,626 $5.89M 0.33% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,697 shares; 2024Q4: 21,998 shares; 2025Q1: 21,397 shares; 2025Q2: 20,253 shares; 2025Q3: 21,893 shares; 2025Q4: 44,187 shares; 2026Q1: 43,502 shares 43,502 $5.78M 0.32% -685 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: 8,419 shares; 2024Q4: 8,617 shares; 2025Q1: 8,893 shares; 2025Q2: 8,936 shares; 2025Q3: 8,794 shares; 2025Q4: 9,654 shares; 2026Q1: 9,874 shares 9,874 $5.7M 0.32% +220 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: 36,111 shares; 2024Q4: 35,890 shares; 2025Q1: 35,037 shares; 2025Q2: 34,041 shares; 2025Q3: 33,879 shares; 2025Q4: 33,269 shares; 2026Q1: 32,895 shares 32,895 $5.58M 0.31% -374 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,045 shares; 2024Q4: 176,311 shares; 2025Q1: 171,610 shares; 2025Q2: 166,552 shares; 2025Q3: 163,004 shares; 2025Q4: 164,095 shares; 2026Q1: 165,153 shares 165,153 $5.44M 0.3% +1,058 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,012 shares; 2024Q4: 21,543 shares; 2025Q1: 27,648 shares; 2025Q2: 27,648 shares; 2025Q3: 30,988 shares; 2025Q4: 30,988 shares; 2026Q1: 69,635 shares 69,635 $5.37M 0.3% +38,647 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,110 shares; 2024Q4: 44,468 shares; 2025Q1: 42,199 shares; 2025Q2: 44,362 shares; 2025Q3: 57,062 shares; 2025Q4: 55,260 shares; 2026Q1: 54,298 shares 54,298 $5.12M 0.29% -962 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,255 shares; 2024Q4: 104,733 shares; 2025Q1: 101,891 shares; 2025Q2: 101,306 shares; 2025Q3: 101,331 shares; 2025Q4: 100,372 shares; 2026Q1: 94,416 shares 94,416 $4.96M 0.28% -5,956 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: 23,009 shares; 2024Q4: 22,803 shares; 2025Q1: 20,965 shares; 2025Q2: 21,480 shares; 2025Q3: 22,823 shares; 2025Q4: 24,698 shares; 2026Q1: 23,778 shares 23,778 $4.95M 0.28% -920 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,939 shares; 2024Q4: 48,284 shares; 2025Q1: 48,409 shares; 2025Q2: 48,513 shares; 2025Q3: 47,423 shares; 2025Q4: 48,199 shares; 2026Q1: 50,563 shares 50,563 $4.91M 0.27% +2,364 Timeline XLRE 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: 99,318 shares; 2024Q4: 112,558 shares; 2025Q1: 135,459 shares; 2025Q2: 138,119 shares; 2025Q3: 133,655 shares; 2025Q4: 124,466 shares; 2026Q1: 114,616 shares 114,616 $4.68M 0.26% -9,850 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: 591 shares; 2024Q4: 494 shares; 2025Q1: 2,866 shares; 2025Q2: 659 shares; 2025Q3: 594 shares; 2025Q4: 600 shares; 2026Q1: 101,243 shares 101,243 $4.68M 0.26% +100,643 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: 127,404 shares; 2024Q4: 126,074 shares; 2025Q1: 124,008 shares; 2025Q2: 124,058 shares; 2025Q3: 126,558 shares; 2025Q4: 122,908 shares; 2026Q1: 122,908 shares 122,908 $4.65M 0.26% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,160 shares; 2024Q4: 77,903 shares; 2025Q1: 75,391 shares; 2025Q2: 74,136 shares; 2025Q3: 74,250 shares; 2025Q4: 71,739 shares; 2026Q1: 65,890 shares 65,890 $4.61M 0.26% -5,849 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,961 shares; 2025Q1: 2,953 shares; 2025Q2: 2,948 shares; 2025Q3: 2,938 shares; 2025Q4: 2,965 shares; 2026Q1: 2,954 shares 2,954 $4.35M 0.24% -11 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: 3,241 shares; 2024Q4: 3,246 shares; 2025Q1: 5,831 shares; 2025Q2: 5,957 shares; 2025Q3: 6,133 shares; 2025Q4: 6,122 shares; 2026Q1: 5,955 shares 5,955 $4.22M 0.24% -167 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,368 shares; 2024Q4: 101,858 shares; 2025Q1: 100,215 shares; 2025Q2: 97,532 shares; 2025Q3: 93,509 shares; 2025Q4: 93,535 shares; 2026Q1: 91,874 shares 91,874 $4.21M 0.24% -1,661 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: 15,247 shares; 2024Q4: 15,947 shares; 2025Q1: 16,101 shares; 2025Q2: 17,747 shares; 2025Q3: 18,990 shares; 2025Q4: 23,325 shares; 2026Q1: 23,718 shares 23,718 $4.14M 0.23% +393 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 28,667 shares; 2025Q1: 28,932 shares; 2025Q2: 28,392 shares; 2025Q3: 28,177 shares; 2025Q4: 29,691 shares; 2026Q1: 28,630 shares 28,630 $4.14M 0.23% -1,061 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 34,962 shares; 2025Q1: 32,146 shares; 2025Q2: 31,722 shares; 2025Q3: 33,180 shares; 2025Q4: 32,637 shares; 2026Q1: 31,281 shares 31,281 $3.89M 0.22% -1,356 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,008 shares; 2024Q4: 2,065 shares; 2025Q1: 18,327 shares; 2025Q2: 18,142 shares; 2025Q3: 18,229 shares; 2025Q4: 18,394 shares; 2026Q1: 18,380 shares 18,380 $3.61M 0.2% -14 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 16,602 shares; 2025Q1: 16,602 shares; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares; 2025Q4: 16,603 shares; 2026Q1: 16,467 shares 16,467 $3.58M 0.2% -136 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: 25,266 shares; 2024Q4: 22,944 shares; 2025Q1: 22,973 shares; 2025Q2: 23,353 shares; 2025Q3: 23,408 shares; 2025Q4: 23,309 shares; 2026Q1: 23,315 shares 23,315 $3.53M 0.2% +6 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,458 shares; 2024Q4: 15,859 shares; 2025Q1: 16,192 shares; 2025Q2: 16,052 shares; 2025Q3: 16,958 shares; 2025Q4: 17,179 shares; 2026Q1: 16,857 shares 16,857 $3.49M 0.2% -322 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: 6,288 shares; 2024Q4: 5,456 shares; 2025Q1: 5,816 shares; 2025Q2: 5,529 shares; 2025Q3: 9,452 shares; 2025Q4: 9,472 shares; 2026Q1: 9,457 shares 9,457 $3.01M 0.17% -15 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,712 shares; 2024Q4: 67,746 shares; 2025Q1: 67,332 shares; 2025Q2: 65,811 shares; 2025Q3: 66,814 shares; 2025Q4: 65,961 shares; 2026Q1: 65,004 shares 65,004 $2.97M 0.17% -957 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,984 shares; 2025Q1: 10,131 shares; 2025Q2: 10,336 shares; 2025Q3: 10,838 shares; 2025Q4: 10,875 shares; 2026Q1: 11,138 shares 11,138 $2.92M 0.16% +263 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 19,632 shares; 2025Q1: 19,950 shares; 2025Q2: 18,943 shares; 2025Q3: 19,204 shares; 2025Q4: 19,281 shares; 2026Q1: 19,717 shares 19,717 $2.89M 0.16% +436 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,363 shares; 2024Q4: 27,673 shares; 2025Q1: 27,678 shares; 2025Q2: 27,665 shares; 2025Q3: 29,410 shares; 2025Q4: 29,229 shares; 2026Q1: 29,079 shares 29,079 $2.75M 0.15% -150 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: 9,842 shares; 2024Q4: 9,964 shares; 2025Q1: 13,586 shares; 2025Q2: 12,992 shares; 2025Q3: 12,891 shares; 2025Q4: 11,282 shares; 2026Q1: 11,302 shares 11,302 $2.74M 0.15% +20 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,983 shares; 2024Q4: 27,983 shares; 2025Q1: 27,989 shares; 2025Q2: 27,983 shares; 2025Q3: 27,997 shares; 2025Q4: 28,198 shares; 2026Q1: 28,203 shares 28,203 $2.71M 0.15% +5 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: 43,278 shares; 2024Q4: 44,154 shares; 2025Q1: 51,582 shares; 2025Q2: 48,253 shares; 2025Q3: 54,261 shares; 2025Q4: 53,968 shares; 2026Q1: 46,327 shares 46,327 $2.7M 0.15% -7,641 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: 3,123 shares; 2024Q4: 2,629 shares; 2025Q1: 2,591 shares; 2025Q2: 2,613 shares; 2025Q3: 2,648 shares; 2025Q4: 2,672 shares; 2026Q1: 2,639 shares 2,639 $2.63M 0.15% -33 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: 17,708 shares; 2024Q4: 17,304 shares; 2025Q1: 17,623 shares; 2025Q2: 16,964 shares; 2025Q3: 16,863 shares; 2025Q4: 17,002 shares; 2026Q1: 16,807 shares 16,807 $2.61M 0.15% -195 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: 72,470 shares; 2024Q4: 72,587 shares; 2025Q1: 72,685 shares; 2025Q2: 75,252 shares; 2025Q3: 77,098 shares; 2025Q4: 56,298 shares; 2026Q1: 52,685 shares 52,685 $2.6M 0.15% -3,613 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,371 shares; 2024Q4: 20,002 shares; 2025Q1: 20,691 shares; 2025Q2: 26,525 shares; 2025Q3: 26,115 shares; 2025Q4: 26,160 shares; 2026Q1: 26,380 shares 26,380 $2.56M 0.14% +220 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,010 shares; 2024Q4: 17,148 shares; 2025Q1: 17,705 shares; 2025Q2: 18,552 shares; 2025Q3: 23,065 shares; 2025Q4: 41,156 shares; 2026Q1: 41,515 shares 41,515 $2.54M 0.14% +359 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares; 2025Q4: 8,595 shares; 2026Q1: 8,595 shares 8,595 $2.54M 0.14% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,214 shares; 2024Q4: 39,809 shares; 2025Q1: 38,486 shares; 2025Q2: 37,985 shares; 2025Q3: 37,441 shares; 2025Q4: 37,337 shares; 2026Q1: 36,954 shares 36,954 $2.53M 0.14% -383 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,878 shares; 2025Q1: 2,868 shares; 2025Q2: 2,844 shares; 2025Q3: 3,069 shares; 2025Q4: 2,927 shares; 2026Q1: 2,932 shares 2,932 $2.48M 0.14% +5 Timeline PRFZ 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: 63,645 shares; 2024Q4: 60,893 shares; 2025Q1: 59,641 shares; 2025Q2: 57,268 shares; 2025Q3: 56,272 shares; 2025Q4: 54,824 shares; 2026Q1: 53,608 shares 53,608 $2.46M 0.14% -1,216 Timeline PRF 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: 63,994 shares; 2024Q4: 61,197 shares; 2025Q1: 57,713 shares; 2025Q2: 57,746 shares; 2025Q3: 54,942 shares; 2025Q4: 53,633 shares; 2026Q1: 50,852 shares 50,852 $2.42M 0.14% -2,781 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: 18,407 shares; 2024Q4: 18,247 shares; 2025Q1: 18,400 shares; 2025Q2: 17,946 shares; 2025Q3: 19,818 shares; 2025Q4: 18,484 shares; 2026Q1: 19,219 shares 19,219 $2.31M 0.13% +735 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: 10,182 shares; 2024Q4: 10,173 shares; 2025Q1: 9,901 shares; 2025Q2: 10,015 shares; 2025Q3: 10,294 shares; 2025Q4: 10,778 shares; 2026Q1: 10,558 shares 10,558 $2.3M 0.13% -220 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: 27,559 shares; 2024Q4: 27,439 shares; 2025Q1: 28,435 shares; 2025Q2: 28,573 shares; 2025Q3: 32,205 shares; 2025Q4: 30,509 shares; 2026Q1: 29,791 shares 29,791 $2.27M 0.13% -718 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: 7,364 shares; 2024Q4: 7,320 shares; 2025Q1: 7,272 shares; 2025Q2: 7,267 shares; 2025Q3: 7,713 shares; 2025Q4: 7,490 shares; 2026Q1: 7,287 shares 7,287 $2.26M 0.13% -203 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: 25,035 shares; 2024Q4: 25,025 shares; 2025Q1: 25,251 shares; 2025Q2: 24,963 shares; 2025Q3: 24,519 shares; 2025Q4: 24,626 shares; 2026Q1: 23,989 shares 23,989 $2.25M 0.13% -637 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,599 shares; 2024Q4: 31,941 shares; 2025Q1: 31,549 shares; 2025Q2: 31,697 shares; 2025Q3: 31,665 shares; 2025Q4: 35,850 shares; 2026Q1: 38,234 shares 38,234 $2.17M 0.12% +2,384 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,267 shares; 2025Q1: 7,400 shares; 2025Q2: 7,413 shares; 2025Q3: 7,398 shares; 2025Q4: 7,436 shares; 2026Q1: 7,506 shares 7,506 $2.16M 0.12% +70 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: 10,341 shares; 2024Q4: 10,411 shares; 2025Q1: 10,005 shares; 2025Q2: 9,788 shares; 2025Q3: 10,223 shares; 2025Q4: 10,405 shares; 2026Q1: 10,226 shares 10,226 $2.13M 0.12% -179 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: 7,981 shares; 2024Q4: 7,439 shares; 2025Q1: 7,862 shares; 2025Q2: 7,897 shares; 2025Q3: 7,324 shares; 2025Q4: 7,418 shares; 2026Q1: 7,223 shares 7,223 $2.12M 0.12% -195 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: 6,274 shares; 2024Q4: 6,225 shares; 2025Q1: 6,100 shares; 2025Q2: 6,140 shares; 2025Q3: 6,759 shares; 2025Q4: 6,685 shares; 2026Q1: 6,421 shares 6,421 $2.11M 0.12% -264 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: 9,533 shares; 2024Q4: 9,450 shares; 2025Q1: 9,639 shares; 2025Q2: 9,303 shares; 2025Q3: 9,867 shares; 2025Q4: 9,496 shares; 2026Q1: 9,338 shares 9,338 $2.11M 0.12% -158 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,662 shares; 2024Q4: 73,441 shares; 2025Q1: 70,540 shares; 2025Q2: 71,674 shares; 2025Q3: 71,027 shares; 2025Q4: 72,841 shares; 2026Q1: 71,671 shares 71,671 $2.08M 0.12% -1,170 Timeline REET 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: 95,679 shares; 2024Q4: 98,025 shares; 2025Q1: 96,485 shares; 2025Q2: 85,500 shares; 2025Q3: 83,925 shares; 2025Q4: 79,390 shares; 2026Q1: 79,420 shares 79,420 $2M 0.11% +30 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: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,906 shares; 2025Q2: 3,862 shares; 2025Q3: 4,839 shares; 2025Q4: 5,000 shares; 2026Q1: 4,411 shares 4,411 $1.9M 0.11% -589 Timeline DFIV 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: 44,527 shares; 2024Q4: 44,462 shares; 2025Q1: 44,780 shares; 2025Q2: 43,955 shares; 2025Q3: 37,248 shares; 2025Q4: 37,082 shares; 2026Q1: 35,441 shares 35,441 $1.87M 0.1% -1,641 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 70,744 shares; 2025Q1: 71,175 shares; 2025Q2: 73,022 shares; 2025Q3: 73,513 shares; 2025Q4: 72,425 shares; 2026Q1: 72,599 shares 72,599 $1.86M 0.1% +174 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 24,728 shares; 2025Q1: 23,948 shares; 2025Q2: 23,854 shares; 2025Q3: 23,284 shares; 2025Q4: 23,296 shares; 2026Q1: 23,312 shares 23,312 $1.84M 0.1% +16 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: 943 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,333 shares; 2026Q1: 24,490 shares 24,490 $1.82M 0.1% +23,157 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 28,682 shares; 2025Q1: 28,965 shares; 2025Q2: 25,149 shares; 2025Q3: 25,192 shares; 2025Q4: 25,845 shares; 2026Q1: 25,259 shares 25,259 $1.8M 0.1% -586 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,260 shares; 2024Q4: 34,735 shares; 2025Q1: 35,380 shares; 2025Q2: 35,890 shares; 2025Q3: 35,890 shares; 2025Q4: 35,890 shares; 2026Q1: 34,703 shares 34,703 $1.76M 0.1% -1,187 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,827 shares; 2024Q4: 56,218 shares; 2025Q1: 56,325 shares; 2025Q2: 56,433 shares; 2025Q3: 56,457 shares; 2025Q4: 57,438 shares; 2026Q1: 56,621 shares 56,621 $1.75M 0.1% -817 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: 10,518 shares; 2024Q4: 10,617 shares; 2025Q1: 10,519 shares; 2025Q2: 10,519 shares; 2025Q3: 10,519 shares; 2025Q4: 11,024 shares; 2026Q1: 10,911 shares 10,911 $1.74M 0.1% -113 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 5,046 shares; 2025Q1: 5,051 shares; 2025Q2: 5,421 shares; 2025Q3: 22,647 shares; 2025Q4: 25,411 shares; 2026Q1: 25,621 shares 25,621 $1.74M 0.1% +210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,347 shares 74,347 $1.7M 0.1% 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: 4,081 shares; 2024Q4: 5,409 shares; 2025Q1: 13,001 shares; 2025Q2: 13,015 shares; 2025Q3: 17,568 shares; 2025Q4: 17,422 shares; 2026Q1: 16,577 shares 16,577 $1.67M 0.09% -845 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: 72,632 shares; 2024Q4: 71,718 shares; 2025Q1: 69,493 shares; 2025Q2: 64,068 shares; 2025Q3: 71,330 shares; 2025Q4: 58,414 shares; 2026Q1: 57,546 shares 57,546 $1.67M 0.09% -868 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: 6,431 shares; 2024Q4: 6,804 shares; 2025Q1: 7,883 shares; 2025Q2: 7,664 shares; 2025Q3: 7,749 shares; 2025Q4: 8,385 shares; 2026Q1: 8,413 shares 8,413 $1.61M 0.09% +28 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 3,032 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,908 shares 3,908 $1.59M 0.09% +880 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: 19,872 shares; 2024Q4: 19,388 shares; 2025Q1: 19,700 shares; 2025Q2: 19,564 shares; 2025Q3: 20,105 shares; 2025Q4: 20,544 shares; 2026Q1: 20,401 shares 20,401 $1.58M 0.09% -143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,510 shares 16,510 $1.57M 0.09% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,936 shares; 2024Q4: 35,356 shares; 2025Q1: 33,920 shares; 2025Q2: 33,984 shares; 2025Q3: 34,083 shares; 2025Q4: 34,107 shares; 2026Q1: 34,175 shares 34,175 $1.56M 0.09% +68 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,320 shares; 2025Q1: 5,011 shares; 2025Q2: 4,949 shares; 2025Q3: 5,618 shares; 2025Q4: 5,334 shares; 2026Q1: 5,032 shares 5,032 $1.52M 0.09% -302 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: 2,086 shares; 2024Q4: 2,091 shares; 2025Q1: 2,147 shares; 2025Q2: 1,919 shares; 2025Q3: 2,012 shares; 2025Q4: 2,620 shares; 2026Q1: 2,516 shares 2,516 $1.44M 0.08% -104 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,714 shares; 2024Q4: 127,788 shares; 2025Q1: 127,827 shares; 2025Q2: 127,890 shares; 2025Q3: 127,955 shares; 2025Q4: 128,040 shares; 2026Q1: 128,082 shares 128,082 $1.41M 0.08% +42 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 9,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,617 shares; 2025Q3: 9,617 shares; 2025Q4: 9,935 shares; 2026Q1: 10,109 shares 10,109 $1.4M 0.08% +174 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,790 shares; 2024Q4: 143,952 shares; 2025Q1: 144,119 shares; 2025Q2: 144,300 shares; 2025Q3: 144,481 shares; 2025Q4: 144,656 shares; 2026Q1: 144,837 shares 144,837 $1.39M 0.08% +181 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,908 shares; 2024Q4: 145,070 shares; 2025Q1: 145,239 shares; 2025Q2: 145,421 shares; 2025Q3: 145,605 shares; 2025Q4: 145,786 shares; 2026Q1: 145,969 shares 145,969 $1.39M 0.08% +183 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,206 shares; 2024Q4: 144,367 shares; 2025Q1: 144,534 shares; 2025Q2: 144,716 shares; 2025Q3: 144,902 shares; 2025Q4: 145,083 shares; 2026Q1: 145,266 shares 145,266 $1.38M 0.08% +183 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,341 shares; 2024Q4: 122,448 shares; 2025Q1: 122,503 shares; 2025Q2: 122,591 shares; 2025Q3: 122,681 shares; 2025Q4: 122,790 shares; 2026Q1: 122,844 shares 122,844 $1.38M 0.08% +54 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,352 shares; 2024Q4: 30,167 shares; 2025Q1: 30,040 shares; 2025Q2: 29,833 shares; 2025Q3: 30,158 shares; 2025Q4: 29,542 shares; 2026Q1: 29,207 shares 29,207 $1.37M 0.08% -335 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,146 shares; 2024Q4: 118,250 shares; 2025Q1: 118,305 shares; 2025Q2: 118,391 shares; 2025Q3: 118,480 shares; 2025Q4: 118,587 shares; 2026Q1: 118,640 shares 118,640 $1.36M 0.08% +53 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: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,707 shares; 2026Q1: 12,240 shares 12,240 $1.36M 0.08% +10,533 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 1,350 shares; 2025Q2: 1,467 shares; 2025Q3: 4,423 shares; 2025Q4: 4,488 shares; 2026Q1: 4,495 shares 4,495 $1.36M 0.08% +7 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,650 shares; 2024Q4: 136,770 shares; 2025Q1: 136,894 shares; 2025Q2: 137,028 shares; 2025Q3: 137,524 shares; 2025Q4: 137,659 shares; 2026Q1: 137,434 shares 137,434 $1.34M 0.08% -225 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,890 shares; 2025Q1: 20,890 shares; 2025Q2: 21,391 shares; 2025Q3: 21,406 shares; 2025Q4: 21,420 shares; 2026Q1: 21,121 shares 21,121 $1.33M 0.07% -299 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: 43,997 shares; 2025Q2: 40,300 shares; 2025Q3: 39,875 shares; 2025Q4: 40,847 shares; 2026Q1: 35,090 shares 35,090 $1.27M 0.07% -5,757 Timeline DFAW 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: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 6,531 shares; 2025Q3: 7,748 shares; 2025Q4: 9,720 shares; 2026Q1: 17,195 shares 17,195 $1.27M 0.07% +7,475 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: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,086 shares; 2025Q2: 2,071 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $1.27M 0.07% 0 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: 11,848 shares; 2024Q4: 11,721 shares; 2025Q1: 11,853 shares; 2025Q2: 11,772 shares; 2025Q3: 11,744 shares; 2025Q4: 12,004 shares; 2026Q1: 12,227 shares 12,227 $1.26M 0.07% +223 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,596 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares; 2025Q2: 13,699 shares; 2025Q3: 14,171 shares; 2025Q4: 16,569 shares; 2026Q1: 16,569 shares 16,569 $1.24M 0.07% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,011 shares; 2025Q1: 5,298 shares; 2025Q2: 5,298 shares; 2025Q3: 9,865 shares; 2025Q4: 10,497 shares; 2026Q1: 6,623 shares 6,623 $1.22M 0.07% -3,874 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: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 39,312 shares; 2025Q4: 40,015 shares; 2026Q1: 36,052 shares 36,052 $1.19M 0.07% -3,963 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: 45,546 shares; 2024Q4: 42,258 shares; 2025Q1: 43,881 shares; 2025Q2: 43,205 shares; 2025Q3: 47,690 shares; 2025Q4: 43,793 shares; 2026Q1: 41,994 shares 41,994 $1.18M 0.07% -1,799 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: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,249 shares; 2025Q2: 2,253 shares; 2025Q3: 2,256 shares; 2025Q4: 2,279 shares; 2026Q1: 2,040 shares 2,040 $1.15M 0.06% -239 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: 2,071 shares; 2024Q4: 2,221 shares; 2025Q1: 2,360 shares; 2025Q2: 2,476 shares; 2025Q3: 2,410 shares; 2025Q4: 2,346 shares; 2026Q1: 2,463 shares 2,463 $1.14M 0.06% +117 Timeline SHYG 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: 26,943 shares; 2024Q4: 24,007 shares; 2025Q1: 26,740 shares; 2025Q2: 24,146 shares; 2025Q3: 27,939 shares; 2025Q4: 26,095 shares; 2026Q1: 26,459 shares 26,459 $1.12M 0.06% +364 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: 8,326 shares; 2024Q4: 8,315 shares; 2025Q1: 8,368 shares; 2025Q2: 8,339 shares; 2025Q3: 8,348 shares; 2025Q4: 8,430 shares; 2026Q1: 8,386 shares 8,386 $1.1M 0.06% -44 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,556 shares; 2025Q4: 11,556 shares; 2026Q1: 11,556 shares 11,556 $1.08M 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares; 2025Q3: 5,617 shares; 2025Q4: 5,617 shares; 2026Q1: 5,617 shares 5,617 $1.08M 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,681 shares; 2025Q1: 1,963 shares; 2025Q2: 1,206 shares; 2025Q3: 1,177 shares; 2025Q4: 1,285 shares; 2026Q1: 3,174 shares 3,174 $1.07M 0.06% +1,889 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 3,195 shares; 2025Q1: 4,195 shares; 2025Q2: not reported; 2025Q3: 5,575 shares; 2025Q4: 8,755 shares; 2026Q1: 10,715 shares 10,715 $1.07M 0.06% +1,960 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 4,425 shares 4,425 $1.06M 0.06% +4,387 Timeline EQWL 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $1.06M 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,646 shares; 2025Q1: 2,733 shares; 2025Q2: 2,883 shares; 2025Q3: 4,093 shares; 2025Q4: 3,496 shares; 2026Q1: 3,408 shares 3,408 $1.05M 0.06% -88 Timeline IUSV 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: 10,469 shares; 2024Q4: 10,469 shares; 2025Q1: 11,989 shares; 2025Q2: 11,478 shares; 2025Q3: 10,107 shares; 2025Q4: 10,061 shares; 2026Q1: 10,064 shares 10,064 $1.03M 0.06% +3 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,191 shares; 2024Q4: 14,401 shares; 2025Q1: 14,408 shares; 2025Q2: 12,363 shares; 2025Q3: 12,371 shares; 2025Q4: 12,128 shares; 2026Q1: 11,643 shares 11,643 $1.01M 0.06% -485 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: 10,948 shares; 2024Q4: 10,769 shares; 2025Q1: 10,376 shares; 2025Q2: 10,229 shares; 2025Q3: 11,830 shares; 2025Q4: 10,945 shares; 2026Q1: 10,422 shares 10,422 $1M 0.06% -523 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,937 shares 19,937 $998K 0.06% new Timeline FLOT 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: 10,612 shares; 2025Q1: 15,899 shares; 2025Q2: 17,866 shares; 2025Q3: 17,866 shares; 2025Q4: 17,866 shares; 2026Q1: 18,805 shares 18,805 $958K 0.05% +939 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,780 shares; 2025Q1: 2,777 shares; 2025Q2: 2,866 shares; 2025Q3: 2,873 shares; 2025Q4: 2,857 shares; 2026Q1: 2,947 shares 2,947 $925K 0.05% +90 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,817 shares; 2024Q4: 26,817 shares; 2025Q1: 25,692 shares; 2025Q2: 25,692 shares; 2025Q3: 25,692 shares; 2025Q4: 25,692 shares; 2026Q1: 23,592 shares 23,592 $922K 0.05% -2,100 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,852 shares; 2024Q4: 51,885 shares; 2025Q1: 51,890 shares; 2025Q2: 51,915 shares; 2025Q3: 53,647 shares; 2025Q4: 53,747 shares; 2026Q1: 53,769 shares 53,769 $899K 0.05% +22 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,059 shares; 2025Q1: 2,057 shares; 2025Q2: 2,043 shares; 2025Q3: 2,692 shares; 2025Q4: 2,564 shares; 2026Q1: 2,511 shares 2,511 $895K 0.05% -53 Timeline DFAT 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: 14,136 shares; 2024Q4: 14,141 shares; 2025Q1: 14,145 shares; 2025Q2: 14,021 shares; 2025Q3: 13,982 shares; 2025Q4: 13,936 shares; 2026Q1: 13,939 shares 13,939 $871K 0.05% +3 Timeline DFCF 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: 20,305 shares; 2024Q4: 20,323 shares; 2025Q1: 20,555 shares; 2025Q2: 20,573 shares; 2025Q3: 20,588 shares; 2025Q4: 20,558 shares; 2026Q1: 20,571 shares 20,571 $869K 0.05% +13 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 6,171 shares; 2025Q1: 6,141 shares; 2025Q2: 6,123 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,951 shares 5,951 $868K 0.05% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,702 shares; 2025Q1: 2,528 shares; 2025Q2: 2,525 shares; 2025Q3: 2,325 shares; 2025Q4: 2,365 shares; 2026Q1: 2,356 shares 2,356 $843K 0.05% -9 Timeline IDEV 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: 1,228 shares; 2025Q2: 51,154 shares; 2025Q3: 45,031 shares; 2025Q4: 45,168 shares; 2026Q1: 10,083 shares 10,083 $843K 0.05% -35,085 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: 18,531 shares; 2024Q4: 18,257 shares; 2025Q1: 18,748 shares; 2025Q2: 20,892 shares; 2025Q3: 23,278 shares; 2025Q4: 19,911 shares; 2026Q1: 17,042 shares 17,042 $831K 0.05% -2,869 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,572 shares; 2025Q4: 28,664 shares; 2026Q1: 28,664 shares 28,664 $827K 0.05% 0 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: 1,918 shares; 2024Q4: 3,207 shares; 2025Q1: 5,766 shares; 2025Q2: 5,721 shares; 2025Q3: 6,442 shares; 2025Q4: 6,390 shares; 2026Q1: 15,746 shares 15,746 $818K 0.05% +9,356 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: 3,920 shares; 2024Q4: 4,116 shares; 2025Q1: 4,408 shares; 2025Q2: 3,947 shares; 2025Q3: 4,928 shares; 2025Q4: 4,551 shares; 2026Q1: 4,077 shares 4,077 $812K 0.05% -474 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: 2,356 shares; 2024Q4: 2,368 shares; 2025Q1: 2,463 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,436 shares; 2026Q1: 2,397 shares 2,397 $810K 0.05% -39 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,198 shares; 2026Q1: 1,187 shares 1,187 $810K 0.05% -11 Timeline SCHZ 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: 19,161 shares; 2024Q4: 31,310 shares; 2025Q1: 32,272 shares; 2025Q2: 32,541 shares; 2025Q3: 33,885 shares; 2025Q4: 32,788 shares; 2026Q1: 34,721 shares 34,721 $806K 0.05% +1,933 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,113 shares; 2025Q1: 4,115 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,301 shares; 2026Q1: 4,114 shares 4,114 $799K 0.04% -187 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: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 15,503 shares; 2025Q2: 13,004 shares; 2025Q3: 14,438 shares; 2025Q4: 14,124 shares; 2026Q1: 8,998 shares 8,998 $793K 0.04% -5,126 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 8,036 shares; 2025Q4: 9,416 shares; 2026Q1: 9,416 shares 9,416 $779K 0.04% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 13,680 shares; 2025Q1: 12,743 shares; 2025Q2: 12,483 shares; 2025Q3: 12,435 shares; 2025Q4: 12,091 shares; 2026Q1: 11,112 shares 11,112 $777K 0.04% -979 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: 18,540 shares 18,540 $761K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 9,940 shares; 2025Q1: 10,003 shares; 2025Q2: 8,685 shares; 2025Q3: 13,568 shares; 2025Q4: 8,622 shares; 2026Q1: 8,518 shares 8,518 $756K 0.04% -104 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: 3,095 shares; 2024Q4: 3,134 shares; 2025Q1: 3,426 shares; 2025Q2: 3,190 shares; 2025Q3: 4,391 shares; 2025Q4: 4,065 shares; 2026Q1: 3,902 shares 3,902 $753K 0.04% -163 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: 22,803 shares 22,803 $746K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,909 shares; 2025Q1: 5,087 shares; 2025Q2: 5,054 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares; 2026Q1: 4,875 shares 4,875 $745K 0.04% -47 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 11,621 shares; 2025Q1: 11,099 shares; 2025Q2: 14,882 shares; 2025Q3: 14,894 shares; 2025Q4: 14,567 shares; 2026Q1: 15,456 shares 15,456 $743K 0.04% +889 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: 5,068 shares; 2024Q4: 5,156 shares; 2025Q1: 5,140 shares; 2025Q2: 5,116 shares; 2025Q3: 5,428 shares; 2025Q4: 5,837 shares; 2026Q1: 5,668 shares 5,668 $742K 0.04% -169 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,502 shares; 2025Q1: 2,507 shares; 2025Q2: 2,506 shares; 2025Q3: 2,509 shares; 2025Q4: 2,540 shares; 2026Q1: 2,545 shares 2,545 $730K 0.04% +5 Timeline DFEV 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: 25,715 shares; 2024Q4: 25,335 shares; 2025Q1: 20,335 shares; 2025Q2: 20,335 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares; 2026Q1: 20,335 shares 20,335 $728K 0.04% 0 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: 4,605 shares; 2024Q4: 4,538 shares; 2025Q1: 4,761 shares; 2025Q2: 4,802 shares; 2025Q3: 4,556 shares; 2025Q4: 4,506 shares; 2026Q1: 4,389 shares 4,389 $726K 0.04% -117 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: 2,014 shares; 2024Q4: 1,356 shares; 2025Q1: 2,065 shares; 2025Q2: 1,927 shares; 2025Q3: 1,774 shares; 2025Q4: 1,955 shares; 2026Q1: 1,924 shares 1,924 $715K 0.04% -31 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,770 shares; 2024Q4: 67,012 shares; 2025Q1: 61,990 shares; 2025Q2: 61,235 shares; 2025Q3: 61,712 shares; 2025Q4: 61,428 shares; 2026Q1: 61,720 shares 61,720 $712K 0.04% +292 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,017 shares; 2025Q1: 2,098 shares; 2025Q2: 2,028 shares; 2025Q3: 2,443 shares; 2025Q4: 2,494 shares; 2026Q1: 2,480 shares 2,480 $693K 0.04% -14 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: 631 shares; 2024Q4: 633 shares; 2025Q1: 635 shares; 2025Q2: 629 shares; 2025Q3: 633 shares; 2025Q4: 766 shares; 2026Q1: 747 shares 747 $687K 0.04% -19 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,322 shares; 2025Q1: 5,513 shares; 2025Q2: 5,594 shares; 2025Q3: 4,833 shares; 2025Q4: 4,764 shares; 2026Q1: 4,733 shares 4,733 $674K 0.04% -31 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: 15,831 shares; 2024Q4: 16,088 shares; 2025Q1: 17,204 shares; 2025Q2: 16,606 shares; 2025Q3: 9,102 shares; 2025Q4: 3,824 shares; 2026Q1: 3,710 shares 3,710 $673K 0.04% -114 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: 17,463 shares; 2024Q4: 18,072 shares; 2025Q1: 22,983 shares; 2025Q2: 22,735 shares; 2025Q3: 27,140 shares; 2025Q4: 15,097 shares; 2026Q1: 13,351 shares 13,351 $670K 0.04% -1,746 Timeline VHT 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: 592 shares; 2024Q4: 1,908 shares; 2025Q1: 1,867 shares; 2025Q2: 2,811 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares; 2026Q1: 2,459 shares 2,459 $670K 0.04% -219 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: 8,517 shares; 2024Q4: 8,500 shares; 2025Q1: 8,562 shares; 2025Q2: 8,499 shares; 2025Q3: 8,351 shares; 2025Q4: 8,346 shares; 2026Q1: 8,136 shares 8,136 $667K 0.04% -210 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 532 shares; 2025Q1: 536 shares; 2025Q2: 557 shares; 2025Q3: 607 shares; 2025Q4: 654 shares; 2026Q1: 2,668 shares 2,668 $659K 0.04% +2,014 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 12,673 shares; 2025Q1: 12,704 shares; 2025Q2: 12,506 shares; 2025Q3: 12,505 shares; 2025Q4: 13,074 shares; 2026Q1: 12,325 shares 12,325 $641K 0.04% -749 Timeline XMHQ 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $641K 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: 6,055 shares; 2024Q4: 6,768 shares; 2025Q1: 4,172 shares; 2025Q2: 4,170 shares; 2025Q3: 4,190 shares; 2025Q4: 4,333 shares; 2026Q1: 4,254 shares 4,254 $622K 0.03% -79 Timeline IWN 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: 3,412 shares; 2024Q4: 3,413 shares; 2025Q1: 3,560 shares; 2025Q2: 3,458 shares; 2025Q3: 3,495 shares; 2025Q4: 3,245 shares; 2026Q1: 3,245 shares 3,245 $615K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,209 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,757 shares; 2026Q1: 2,319 shares 2,319 $597K 0.03% +562 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: 832 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853 $595K 0.03% 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: 1,561 shares; 2024Q4: 1,443 shares; 2025Q1: 1,592 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,958 shares; 2026Q1: 1,965 shares 1,965 $594K 0.03% +7 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 8,073 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 7,360 shares; 2026Q1: 7,360 shares 7,360 $583K 0.03% 0 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: 3,158 shares; 2024Q4: 3,153 shares; 2025Q1: 3,116 shares; 2025Q2: 2,944 shares; 2025Q3: 3,306 shares; 2025Q4: 2,964 shares; 2026Q1: 2,911 shares 2,911 $577K 0.03% -53 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 45,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $577K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 659 shares; 2025Q1: 662 shares; 2025Q2: 637 shares; 2025Q3: 2,653 shares; 2025Q4: 2,771 shares; 2026Q1: 2,767 shares 2,767 $576K 0.03% -4 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,199 shares; 2025Q1: 4,211 shares; 2025Q2: 4,738 shares; 2025Q3: 4,743 shares; 2025Q4: 4,687 shares; 2026Q1: 4,807 shares 4,807 $570K 0.03% +120 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 4,929 shares; 2025Q1: 4,355 shares; 2025Q2: 4,378 shares; 2025Q3: 6,952 shares; 2025Q4: 6,928 shares; 2026Q1: 6,715 shares 6,715 $547K 0.03% -213 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: 522 shares; 2024Q4: 512 shares; 2025Q1: 544 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 5,646 shares; 2026Q1: 5,492 shares 5,492 $528K 0.03% -154 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,052 shares; 2025Q2: 6,034 shares; 2025Q3: 6,034 shares; 2025Q4: 6,200 shares; 2026Q1: 6,106 shares 6,106 $518K 0.03% -94 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: 3,109 shares; 2024Q4: 3,228 shares; 2025Q1: 3,283 shares; 2025Q2: 8,132 shares; 2025Q3: 32,158 shares; 2025Q4: 32,510 shares; 2026Q1: 32,636 shares 32,636 $515K 0.03% +126 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: 11,256 shares; 2024Q4: 11,070 shares; 2025Q1: 10,616 shares; 2025Q2: 10,856 shares; 2025Q3: 7,979 shares; 2025Q4: 6,345 shares; 2026Q1: 6,406 shares 6,406 $510K 0.03% +61 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: 4,060 shares; 2024Q4: 4,562 shares; 2025Q1: 4,910 shares; 2025Q2: 4,374 shares; 2025Q3: 4,978 shares; 2025Q4: 4,468 shares; 2026Q1: 4,439 shares 4,439 $503K 0.03% -29 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: 3,802 shares; 2024Q4: 2,725 shares; 2025Q1: 2,670 shares; 2025Q2: 2,637 shares; 2025Q3: 2,635 shares; 2025Q4: 2,251 shares; 2026Q1: 2,126 shares 2,126 $502K 0.03% -125 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,747 shares; 2024Q4: 32,747 shares; 2025Q1: 32,747 shares; 2025Q2: 32,747 shares; 2025Q3: 32,747 shares; 2025Q4: 32,747 shares; 2026Q1: 32,747 shares 32,747 $495K 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,497 shares 2,497 $492K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,357 shares; 2025Q1: 5,405 shares; 2025Q2: 5,483 shares; 2025Q3: 4,199 shares; 2025Q4: 4,323 shares; 2026Q1: 4,235 shares 4,235 $487K 0.03% -88 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: 19,321 shares; 2024Q4: 18,117 shares; 2025Q1: 17,180 shares; 2025Q2: 17,445 shares; 2025Q3: 20,286 shares; 2025Q4: 16,532 shares; 2026Q1: 16,860 shares 16,860 $484K 0.03% +328 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,421 shares; 2025Q1: 7,382 shares; 2025Q2: 7,309 shares; 2025Q3: 7,309 shares; 2025Q4: 7,309 shares; 2026Q1: 7,309 shares 7,309 $483K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 10,237 shares; 2025Q1: 10,256 shares; 2025Q2: 10,157 shares; 2025Q3: 10,279 shares; 2025Q4: 10,442 shares; 2026Q1: 10,377 shares 10,377 $482K 0.03% -65 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,588 shares; 2025Q1: 4,809 shares; 2025Q2: 4,257 shares; 2025Q3: 7,195 shares; 2025Q4: 6,618 shares; 2026Q1: 5,165 shares 5,165 $480K 0.03% -1,453 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 141 shares; 2025Q2: 344 shares; 2025Q3: 2,861 shares; 2025Q4: 2,660 shares; 2026Q1: 2,625 shares 2,625 $479K 0.03% -35 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 579 shares; 2025Q1: 531 shares; 2025Q2: 3,771 shares; 2025Q3: 6,381 shares; 2025Q4: 6,537 shares; 2026Q1: 7,348 shares 7,348 $478K 0.03% +811 Timeline AOA 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: 4,327 shares; 2024Q4: 4,340 shares; 2025Q1: 4,252 shares; 2025Q2: 4,454 shares; 2025Q3: 4,542 shares; 2025Q4: 5,852 shares; 2026Q1: 5,398 shares 5,398 $478K 0.03% -454 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 774 shares; 2025Q2: 772 shares; 2025Q3: 1,182 shares; 2025Q4: 1,055 shares; 2026Q1: 930 shares 930 $465K 0.03% -125 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 3,133 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,168 shares 3,168 $462K 0.03% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 7,785 shares; 2025Q1: 7,698 shares; 2025Q2: 7,682 shares; 2025Q3: 7,616 shares; 2025Q4: 7,538 shares; 2026Q1: 7,519 shares 7,519 $452K 0.03% -19 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: 2,383 shares; 2024Q4: 2,488 shares; 2025Q1: 3,948 shares; 2025Q2: 4,434 shares; 2025Q3: 6,234 shares; 2025Q4: 5,197 shares; 2026Q1: 5,154 shares 5,154 $447K 0.03% -43 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 11,554 shares; 2025Q1: 11,554 shares; 2025Q2: 10,054 shares; 2025Q3: 9,027 shares; 2025Q4: 9,027 shares; 2026Q1: 9,027 shares 9,027 $446K 0.02% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,814 shares; 2024Q4: 19,964 shares; 2025Q1: 19,515 shares; 2025Q2: 15,167 shares; 2025Q3: 11,167 shares; 2025Q4: 11,269 shares; 2026Q1: 11,279 shares 11,279 $442K 0.02% +10 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 10,991 shares; 2025Q1: 10,994 shares; 2025Q2: 10,993 shares; 2025Q3: 10,991 shares; 2025Q4: 11,070 shares; 2026Q1: 11,062 shares 11,062 $441K 0.02% -8 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: 2,306 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,122 shares; 2025Q3: 4,739 shares; 2025Q4: 9,549 shares; 2026Q1: 9,479 shares 9,479 $435K 0.02% -70 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 4,814 shares; 2025Q1: 4,814 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares; 2026Q1: 4,814 shares 4,814 $426K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 678 shares; 2025Q1: 677 shares; 2025Q2: 615 shares; 2025Q3: 3,700 shares; 2025Q4: 2,610 shares; 2026Q1: 2,571 shares 2,571 $423K 0.02% -39 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,235 shares; 2024Q4: 13,683 shares; 2025Q1: 11,953 shares; 2025Q2: 7,977 shares; 2025Q3: 10,127 shares; 2025Q4: 8,156 shares; 2026Q1: 7,926 shares 7,926 $419K 0.02% -230 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: 4,072 shares; 2024Q4: 4,426 shares; 2025Q1: 4,016 shares; 2025Q2: 3,996 shares; 2025Q3: 4,084 shares; 2025Q4: 4,225 shares; 2026Q1: 4,228 shares 4,228 $416K 0.02% +3 Timeline IVLU 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: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares 10,450 $415K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 5,126 shares; 2026Q1: 4,326 shares 4,326 $402K 0.02% -800 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: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,148 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,184 shares; 2026Q1: 1,161 shares 1,161 $398K 0.02% -23 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 5,282 shares; 2025Q1: 3,887 shares; 2025Q2: 4,530 shares; 2025Q3: 4,546 shares; 2025Q4: 3,752 shares; 2026Q1: 3,275 shares 3,275 $389K 0.02% -477 Timeline ICF 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: 6,635 shares; 2024Q4: 6,635 shares; 2025Q1: 6,473 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,118 shares; 2026Q1: 6,118 shares 6,118 $379K 0.02% 0 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: 935 shares; 2024Q4: 899 shares; 2025Q1: 992 shares; 2025Q2: 1,037 shares; 2025Q3: 1,070 shares; 2025Q4: 1,159 shares; 2026Q1: 1,075 shares 1,075 $378K 0.02% -84 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 891 shares; 2025Q1: 873 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 890 shares; 2026Q1: 871 shares 871 $377K 0.02% -19 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: 3,177 shares; 2024Q4: 1,920 shares; 2025Q1: 2,719 shares; 2025Q2: 2,740 shares; 2025Q3: 2,761 shares; 2025Q4: 2,740 shares; 2026Q1: 2,739 shares 2,739 $372K 0.02% -1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 365 shares; 2025Q1: 579 shares; 2025Q2: 1,580 shares; 2025Q3: 1,528 shares; 2025Q4: 1,690 shares; 2026Q1: 1,612 shares 1,612 $370K 0.02% -78 Timeline TCAF 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: 8,500 shares; 2024Q4: 10,750 shares; 2025Q1: 11,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares; 2026Q1: 10,250 shares 10,250 $365K 0.02% -2,500 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 13,612 shares; 2025Q1: 14,212 shares; 2025Q2: 14,226 shares; 2025Q3: 14,117 shares; 2025Q4: 13,787 shares; 2026Q1: 13,349 shares 13,349 $359K 0.02% -438 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,393 shares; 2025Q1: 1,648 shares; 2025Q2: 824 shares; 2025Q3: 789 shares; 2025Q4: 922 shares; 2026Q1: 1,257 shares 1,257 $357K 0.02% +335 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: 372 shares; 2024Q4: 341 shares; 2025Q1: 331 shares; 2025Q2: 599 shares; 2025Q3: 817 shares; 2025Q4: 606 shares; 2026Q1: 590 shares 590 $357K 0.02% -16 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,967 shares; 2024Q4: 10,181 shares; 2025Q1: 9,036 shares; 2025Q2: 8,752 shares; 2025Q3: 8,760 shares; 2025Q4: 8,555 shares; 2026Q1: 8,124 shares 8,124 $352K 0.02% -431 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: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,180 shares; 2026Q1: 1,188 shares 1,188 $347K 0.02% +8 Timeline IWY 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: 407 shares; 2026Q1: 1,380 shares 1,380 $343K 0.02% +973 Timeline IWX 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: 1,077 shares; 2026Q1: 3,676 shares 3,676 $341K 0.02% +2,599 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,320 shares; 2025Q1: 2,207 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,340 shares; 2026Q1: 2,267 shares 2,267 $334K 0.02% -73 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 6,896 shares; 2026Q1: 6,896 shares 6,896 $330K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,710 shares; 2025Q1: 1,693 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares; 2025Q4: 1,755 shares; 2026Q1: 1,618 shares 1,618 $329K 0.02% -137 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 837 shares; 2025Q3: 4,811 shares; 2025Q4: 3,457 shares; 2026Q1: 3,450 shares 3,450 $326K 0.02% -7 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,035 shares; 2025Q1: 2,041 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,309 shares; 2026Q1: 2,321 shares 2,321 $323K 0.02% +12 Timeline SCHV 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: 2,961 shares; 2024Q4: 10,109 shares; 2025Q1: 9,935 shares; 2025Q2: 9,969 shares; 2025Q3: 10,347 shares; 2025Q4: 10,399 shares; 2026Q1: 10,450 shares 10,450 $319K 0.02% +51 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,227 shares; 2025Q1: 3,421 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,402 shares 3,402 $317K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,331 shares; 2025Q1: 1,313 shares; 2025Q2: 1,231 shares; 2025Q3: 1,542 shares; 2025Q4: 1,342 shares; 2026Q1: 1,302 shares 1,302 $316K 0.02% -40 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 2,950 shares; 2025Q1: 2,417 shares; 2025Q2: 1,397 shares; 2025Q3: 1,050 shares; 2025Q4: 1,053 shares; 2026Q1: 1,055 shares 1,055 $315K 0.02% +2 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 967 shares; 2025Q2: 957 shares; 2025Q3: 958 shares; 2025Q4: 986 shares; 2026Q1: 966 shares 966 $312K 0.02% -20 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,194 shares; 2025Q1: 10,573 shares; 2025Q2: 8,411 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $307K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,893 shares; 2025Q1: 4,072 shares; 2025Q2: 3,906 shares; 2025Q3: 3,912 shares; 2025Q4: 3,965 shares; 2026Q1: 3,970 shares 3,970 $304K 0.02% +5 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 3,701 shares; 2026Q1: 3,701 shares 3,701 $303K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,916 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 6,014 shares; 2025Q4: 6,208 shares; 2026Q1: 5,936 shares 5,936 $291K 0.02% -272 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,805 shares; 2025Q1: 4,620 shares; 2025Q2: 4,308 shares; 2025Q3: 4,349 shares; 2025Q4: 5,269 shares; 2026Q1: 5,094 shares 5,094 $288K 0.02% -175 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 1,003 shares; 2026Q1: 896 shares 896 $287K 0.02% -107 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 6,187 shares; 2025Q1: 5,988 shares; 2025Q2: 4,820 shares; 2025Q3: 3,682 shares; 2025Q4: 3,329 shares; 2026Q1: 2,933 shares 2,933 $287K 0.02% -396 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,610 shares 6,610 $281K 0.02% new Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 2,188 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares 2,245 $281K 0.02% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,353 shares; 2025Q1: 3,360 shares; 2025Q2: 3,370 shares; 2025Q3: 3,265 shares; 2025Q4: 3,279 shares; 2026Q1: 2,766 shares 2,766 $279K 0.02% -513 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares 5,484 $279K 0.02% 0 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: 8,554 shares; 2024Q4: 9,524 shares; 2025Q1: 9,360 shares; 2025Q2: 10,198 shares; 2025Q3: 11,719 shares; 2025Q4: 11,737 shares; 2026Q1: 12,014 shares 12,014 $278K 0.02% +277 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares 3,398 $267K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,793 shares; 2025Q1: 2,829 shares; 2025Q2: 2,848 shares; 2025Q3: 2,838 shares; 2025Q4: 2,749 shares; 2026Q1: 2,757 shares 2,757 $266K 0.01% +8 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,652 shares; 2025Q1: 5,643 shares; 2025Q2: 5,433 shares; 2025Q3: 5,348 shares; 2025Q4: 5,348 shares; 2026Q1: 1,116 shares 1,116 $264K 0.01% -4,232 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 2,827 shares; 2025Q1: 2,069 shares; 2025Q2: 1,655 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,513 shares 1,513 $262K 0.01% -168 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,101 shares; 2024Q4: 9,049 shares; 2025Q1: 9,369 shares; 2025Q2: 9,369 shares; 2025Q3: 9,369 shares; 2025Q4: 9,369 shares; 2026Q1: 9,369 shares 9,369 $260K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 2,947 shares; 2025Q1: 2,914 shares; 2025Q2: 2,867 shares; 2025Q3: 2,886 shares; 2025Q4: 2,413 shares; 2026Q1: 2,431 shares 2,431 $260K 0.01% +18 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 11,220 shares; 2025Q1: 8,724 shares; 2025Q2: 8,663 shares; 2025Q3: 8,663 shares; 2025Q4: 5,906 shares; 2026Q1: 5,708 shares 5,708 $259K 0.01% -198 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,128 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares 1,916 $253K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,043 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares 3,673 $250K 0.01% 0 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: 3,976 shares; 2024Q4: 4,271 shares; 2025Q1: 4,365 shares; 2025Q2: 4,278 shares; 2025Q3: 3,976 shares; 2025Q4: 3,947 shares; 2026Q1: 3,551 shares 3,551 $249K 0.01% -396 Timeline FELV 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: not reported; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 7,096 shares 7,096 $248K 0.01% +6,435 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 701 shares; 2025Q1: 702 shares; 2025Q2: 670 shares; 2025Q3: 672 shares; 2025Q4: 688 shares; 2026Q1: 690 shares 690 $248K 0.01% +2 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: 3,658 shares; 2024Q4: 4,090 shares; 2025Q1: 5,267 shares; 2025Q2: 5,316 shares; 2025Q3: 4,972 shares; 2025Q4: 4,627 shares; 2026Q1: 5,184 shares 5,184 $246K 0.01% +557 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $244K 0.01% 0 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: 6,590 shares; 2024Q4: 6,597 shares; 2025Q1: 6,514 shares; 2025Q2: 6,510 shares; 2025Q3: 6,475 shares; 2025Q4: 6,496 shares; 2026Q1: 6,514 shares 6,514 $242K 0.01% +18 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,056 shares; 2025Q1: 1,053 shares; 2025Q2: 1,012 shares; 2025Q3: 1,382 shares; 2025Q4: 1,028 shares; 2026Q1: 996 shares 996 $242K 0.01% -32 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 687 shares; 2025Q1: 668 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 839 shares; 2026Q1: 736 shares 736 $242K 0.01% -103 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: 382 shares; 2025Q1: 379 shares; 2025Q2: 389 shares; 2025Q3: 254 shares; 2025Q4: 277 shares; 2026Q1: 251 shares 251 $241K 0.01% -26 Timeline LRGF 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: 61,217 shares; 2024Q4: 62,257 shares; 2025Q1: 23,881 shares; 2025Q2: 22,084 shares; 2025Q3: 9,518 shares; 2025Q4: 9,028 shares; 2026Q1: 3,571 shares 3,571 $236K 0.01% -5,457 Timeline IYH 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 170 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares 3,815 $235K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 4,941 shares; 2025Q3: 4,939 shares; 2025Q4: 5,022 shares; 2026Q1: 5,033 shares 5,033 $233K 0.01% +11 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: 1,026 shares; 2024Q4: 1,043 shares; 2025Q1: 1,062 shares; 2025Q2: 1,085 shares; 2025Q3: 1,082 shares; 2025Q4: 1,112 shares; 2026Q1: 1,121 shares 1,121 $232K 0.01% +9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,896 shares; 2025Q1: 1,789 shares; 2025Q2: 1,764 shares; 2025Q3: 2,661 shares; 2025Q4: 1,870 shares; 2026Q1: 1,906 shares 1,906 $231K 0.01% +36 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,464 shares; 2025Q3: 6,708 shares; 2025Q4: 4,962 shares; 2026Q1: 4,575 shares 4,575 $229K 0.01% -387 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: 4,474 shares 4,474 $223K 0.01% new 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: 3,892 shares; 2024Q4: 3,892 shares; 2025Q1: 7,687 shares; 2025Q2: 6,390 shares; 2025Q3: 6,726 shares; 2025Q4: 5,608 shares; 2026Q1: 2,403 shares 2,403 $223K 0.01% -3,205 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: 1,030 shares; 2025Q1: 1,010 shares; 2025Q2: 942 shares; 2025Q3: 837 shares; 2025Q4: 1,056 shares; 2026Q1: 1,035 shares 1,035 $221K 0.01% -21 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 3,561 shares; 2025Q1: 3,534 shares; 2025Q2: 3,155 shares; 2025Q3: 3,534 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $219K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,835 shares; 2025Q1: 3,078 shares; 2025Q2: 3,290 shares; 2025Q3: 3,448 shares; 2025Q4: 3,627 shares; 2026Q1: 3,282 shares 3,282 $217K 0.01% -345 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 646 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 610 shares 610 $216K 0.01% -26 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 5,903 shares; 2025Q3: 5,886 shares; 2025Q4: 5,932 shares; 2026Q1: 5,923 shares 5,923 $216K 0.01% -9 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 4,212 shares; 2026Q1: 4,319 shares 4,319 $216K 0.01% +107 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,015 shares; 2025Q1: 2,086 shares; 2025Q2: 2,094 shares; 2025Q3: 4,171 shares; 2025Q4: 4,273 shares; 2026Q1: 4,253 shares 4,253 $215K 0.01% -20 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: 715 shares; 2024Q4: 775 shares; 2025Q1: 1,114 shares; 2025Q2: 1,093 shares; 2025Q3: 1,495 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $210K 0.01% 0 Timeline VFH 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,825 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,734 shares 1,734 $209K 0.01% +76 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: 3,499 shares; 2024Q4: 801 shares; 2025Q1: 763 shares; 2025Q2: 960 shares; 2025Q3: 1,048 shares; 2025Q4: 797 shares; 2026Q1: 773 shares 773 $209K 0.01% -24 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: not reported; 2026Q1: 2,333 shares 2,333 $208K 0.01% new 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: 3,271 shares; 2024Q4: 3,406 shares; 2025Q1: 3,868 shares; 2025Q2: 3,802 shares; 2025Q3: 3,904 shares; 2025Q4: 2,437 shares; 2026Q1: 2,294 shares 2,294 $206K 0.01% -143 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 1,958 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $203K 0.01% 0 Timeline PHO 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: 4,771 shares; 2024Q4: 4,665 shares; 2025Q1: 4,464 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,034 shares; 2026Q1: 3,035 shares 3,035 $203K 0.01% +1 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,335 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,371 shares; 2026Q1: 1,378 shares 1,378 $200K 0.01% +7 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 1,977 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares 1,976 $200K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,448 shares; 2025Q1: 1,453 shares; 2025Q2: 1,691 shares; 2025Q3: 1,453 shares; 2025Q4: 1,625 shares; 2026Q1: 1,542 shares 1,542 $199K 0.01% -83 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: 4,161 shares; 2024Q4: 3,857 shares; 2025Q1: 5,522 shares; 2025Q2: 4,984 shares; 2025Q3: 3,519 shares; 2025Q4: 3,333 shares; 2026Q1: 2,741 shares 2,741 $197K 0.01% -592 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares 964 $196K 0.01% 0 Timeline SHYM 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: 7,997 shares; 2024Q4: 11,402 shares; 2025Q1: 11,435 shares; 2025Q2: 6,787 shares; 2025Q3: 8,869 shares; 2025Q4: 8,869 shares; 2026Q1: 8,869 shares 8,869 $195K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 710 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 889 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778 $194K 0.01% 0 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: 306 shares; 2024Q4: 282 shares; 2025Q1: 214 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 246 shares; 2026Q1: 220 shares 220 $192K 0.01% -26 Timeline AOM 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: 4,930 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 4,847 shares; 2025Q3: 4,778 shares; 2025Q4: 4,260 shares; 2026Q1: 3,965 shares 3,965 $188K 0.01% -295 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: 1,548 shares; 2024Q4: 4,644 shares; 2025Q1: 6,690 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 5,961 shares; 2026Q1: 6,051 shares 6,051 $186K 0.01% +90 Timeline DFSU 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: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,517 shares 4,517 $186K 0.01% -196 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 417 shares; 2025Q2: 424 shares; 2025Q3: 425 shares; 2025Q4: 490 shares; 2026Q1: 793 shares 793 $183K 0.01% +303 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,655 shares; 2026Q1: 2,190 shares 2,190 $181K 0.01% +535 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: 659 shares; 2024Q4: 1,361 shares; 2025Q1: 1,645 shares; 2025Q2: 1,297 shares; 2025Q3: 2,057 shares; 2025Q4: 1,455 shares; 2026Q1: 1,364 shares 1,364 $180K 0.01% -91 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $180K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 375 shares; 2025Q1: 374 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 403 shares; 2026Q1: 406 shares 406 $176K 0.01% +3 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: 907 shares; 2024Q4: 1,259 shares; 2025Q1: 1,263 shares; 2025Q2: 1,260 shares; 2025Q3: 1,259 shares; 2025Q4: 1,311 shares; 2026Q1: 1,301 shares 1,301 $176K 0.01% -10 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,644 shares; 2025Q1: 6,729 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares; 2025Q4: 6,644 shares; 2026Q1: 4,758 shares 4,758 $174K 0.01% -1,886 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: 308 shares; 2024Q4: 308 shares; 2025Q1: 495 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares; 2026Q1: 2,449 shares 2,449 $172K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 4,792 shares; 2025Q1: 4,400 shares; 2025Q2: 3,006 shares; 2025Q3: 3,443 shares; 2025Q4: 3,824 shares; 2026Q1: 3,833 shares 3,833 $169K 0.01% +9 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 577 shares; 2025Q1: 579 shares; 2025Q2: 581 shares; 2025Q3: 582 shares; 2025Q4: 584 shares; 2026Q1: 586 shares 586 $168K 0.01% +2 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 491 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 453 shares; 2026Q1: 431 shares 431 $168K 0.01% -22 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 810 shares; 2025Q1: 1,348 shares; 2025Q2: 821 shares; 2025Q3: 950 shares; 2025Q4: 1,398 shares; 2026Q1: 1,235 shares 1,235 $168K 0.01% -163 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: 1,679 shares; 2024Q4: 1,764 shares; 2025Q1: 1,850 shares; 2025Q2: 1,731 shares; 2025Q3: 1,609 shares; 2025Q4: 1,597 shares; 2026Q1: 1,376 shares 1,376 $167K 0.01% -221 Timeline DFSB 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: 3,129 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $161K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 697 shares; 2025Q1: 674 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 712 shares; 2026Q1: 655 shares 655 $160K 0.01% -57 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,385 shares; 2025Q2: 2,376 shares; 2025Q3: 2,953 shares; 2025Q4: 3,035 shares; 2026Q1: 2,477 shares 2,477 $158K 0.01% -558 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,252 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $157K 0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR 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: 13,896 shares; 2025Q3: 13,896 shares; 2025Q4: 13,896 shares; 2026Q1: 13,896 shares 13,896 $157K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 2,490 shares; 2026Q1: 2,057 shares 2,057 $157K 0.01% -433 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: 512 shares; 2024Q4: 482 shares; 2025Q1: 508 shares; 2025Q2: 552 shares; 2025Q3: 1,045 shares; 2025Q4: 860 shares; 2026Q1: 823 shares 823 $154K 0.01% -37 Timeline REMX 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: 970 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares 1,733 $153K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 180 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 173 shares; 2026Q1: 170 shares 170 $152K 0.01% -3 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: 2,364 shares; 2024Q4: 2,473 shares; 2025Q1: 2,424 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,344 shares; 2026Q1: 1,154 shares 1,154 $151K 0.01% -190 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 370 shares; 2025Q1: 203 shares; 2025Q2: 4,819 shares; 2025Q3: 4,813 shares; 2025Q4: 5,317 shares; 2026Q1: 3,847 shares 3,847 $150K 0.01% -1,470 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 722 shares; 2025Q1: 716 shares; 2025Q2: 676 shares; 2025Q3: 684 shares; 2025Q4: 721 shares; 2026Q1: 696 shares 696 $145K 0.01% -25 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $144K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,620 shares; 2025Q1: 3,874 shares; 2025Q2: 2,505 shares; 2025Q3: 2,613 shares; 2025Q4: 2,518 shares; 2026Q1: 2,523 shares 2,523 $143K 0.01% +5 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 485 shares; 2026Q1: 412 shares 412 $142K 0.01% -73 Timeline ESGV 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: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,266 shares 1,266 $142K 0.01% +1 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares 1,186 $141K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 41 shares; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 171 shares; 2025Q4: 152 shares; 2026Q1: 143 shares 143 $140K 0.01% -9 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 38 shares; 2026Q1: 464 shares 464 $140K 0.01% +426 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: 3,208 shares; 2024Q4: 3,222 shares; 2025Q1: 3,623 shares; 2025Q2: 2,121 shares; 2025Q3: 2,045 shares; 2025Q4: 2,450 shares; 2026Q1: 2,307 shares 2,307 $140K 0.01% -143 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $139K 0.01% 0 Timeline ICOP 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: 605 shares; 2026Q1: 2,928 shares 2,928 $139K 0.01% +2,323 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: 269 shares; 2024Q4: 252 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 534 shares; 2025Q4: 395 shares; 2026Q1: 282 shares 282 $139K 0.01% -113 Timeline VPU 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $139K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 382 shares; 2025Q3: 380 shares; 2025Q4: 439 shares; 2026Q1: 425 shares 425 $139K 0.01% -14 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 655 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 561 shares; 2026Q1: 547 shares 547 $137K 0.01% -14 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,741 shares; 2025Q3: 3,787 shares; 2025Q4: 3,787 shares; 2026Q1: 3,788 shares 3,788 $137K 0.01% +1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 152 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 179 shares; 2026Q1: 294 shares 294 $136K 0.01% +115 Timeline XT 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: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares; 2026Q1: 1,987 shares 1,987 $135K 0.01% 0 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: 333 shares; 2024Q4: 289 shares; 2025Q1: 297 shares; 2025Q2: 345 shares; 2025Q3: 301 shares; 2025Q4: 375 shares; 2026Q1: 392 shares 392 $134K 0.01% +17 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,911 shares; 2025Q1: 1,915 shares; 2025Q2: 1,928 shares; 2025Q3: 1,927 shares; 2025Q4: 2,042 shares; 2026Q1: 2,014 shares 2,014 $134K 0.01% -28 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 798 shares; 2026Q1: 1,814 shares 1,814 $132K 0.01% +1,016 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 1,536 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,632 shares; 2026Q1: 1,570 shares 1,570 $131K 0.01% -62 Timeline ITM 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: 50 shares; 2025Q1: 5,245 shares; 2025Q2: 3,043 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,816 shares 2,816 $131K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 204 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 234 shares; 2026Q1: 215 shares 215 $130K 0.01% -19 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,221 shares; 2025Q1: 2,516 shares; 2025Q2: 2,231 shares; 2025Q3: 2,746 shares; 2025Q4: 2,584 shares; 2026Q1: 2,245 shares 2,245 $130K 0.01% -339 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: 17 shares; 2025Q3: 3,173 shares; 2025Q4: 3,223 shares; 2026Q1: 592 shares 592 $130K 0.01% -2,631 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,544 shares; 2025Q1: 1,498 shares; 2025Q2: 1,570 shares; 2025Q3: 1,720 shares; 2025Q4: 1,864 shares; 2026Q1: 1,417 shares 1,417 $128K 0.01% -447 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 1,885 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,513 shares 1,513 $125K 0.01% -177 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 558 shares; 2025Q2: 354 shares; 2025Q3: 355 shares; 2025Q4: 390 shares; 2026Q1: 392 shares 392 $125K 0.01% +2 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 534 shares; 2025Q2: 628 shares; 2025Q3: 888 shares; 2025Q4: 1,482 shares; 2026Q1: 1,288 shares 1,288 $124K 0.01% -194 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,763 shares; 2025Q1: 3,793 shares; 2025Q2: 3,838 shares; 2025Q3: 3,882 shares; 2025Q4: 3,940 shares; 2026Q1: 3,965 shares 3,965 $122K 0.01% +25 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: 3,469 shares; 2024Q4: 4,348 shares; 2025Q1: 4,641 shares; 2025Q2: 3,082 shares; 2025Q3: 2,189 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares 2,193 $121K 0.01% 0 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares 3,275 $118K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,338 shares; 2025Q1: 1,344 shares; 2025Q2: 1,228 shares; 2025Q3: 1,227 shares; 2025Q4: 1,278 shares; 2026Q1: 1,284 shares 1,284 $116K 0.01% +6 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: 1,536 shares; 2025Q1: 1,534 shares; 2025Q2: 1,578 shares; 2025Q3: 1,592 shares; 2025Q4: 1,698 shares; 2026Q1: 1,654 shares 1,654 $115K 0.01% -44 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: 682 shares; 2024Q4: 677 shares; 2025Q1: 680 shares; 2025Q2: 636 shares; 2025Q3: 592 shares; 2025Q4: 478 shares; 2026Q1: 423 shares 423 $113K 0.01% -55 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,606 shares; 2025Q1: 599 shares; 2025Q2: 593 shares; 2025Q3: 1,790 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares 1,843 $113K 0.01% 0 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: 1,955 shares; 2024Q4: 2,135 shares; 2025Q1: 2,108 shares; 2025Q2: 2,232 shares; 2025Q3: 2,184 shares; 2025Q4: 2,560 shares; 2026Q1: 2,419 shares 2,419 $110K 0.01% -141 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 379 shares; 2025Q2: 390 shares; 2025Q3: 389 shares; 2025Q4: 414 shares; 2026Q1: 411 shares 411 $109K 0.01% -3 Timeline IUSG 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: 1,744 shares; 2025Q2: 1,745 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 699 shares 699 $108K 0.01% -1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 163 shares; 2025Q1: 153 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 197 shares; 2026Q1: 253 shares 253 $108K 0.01% +56 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,220 shares; 2025Q1: 1,211 shares; 2025Q2: 1,213 shares; 2025Q3: 1,210 shares; 2025Q4: 1,411 shares; 2026Q1: 1,437 shares 1,437 $107K 0.01% +26 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares 1,813 $105K 0.01% 0 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: 1,181 shares; 2024Q4: 1,184 shares; 2025Q1: 1,186 shares; 2025Q2: 1,189 shares; 2025Q3: 1,181 shares; 2025Q4: 793 shares; 2026Q1: 673 shares 673 $105K 0.01% -120 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares; 2026Q1: 2,452 shares 2,452 $104K 0.01% 0 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: 547 shares; 2024Q4: 526 shares; 2025Q1: 529 shares; 2025Q2: 496 shares; 2025Q3: 497 shares; 2025Q4: 586 shares; 2026Q1: 563 shares 563 $103K 0.01% -23 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 7,276 shares; 2025Q1: 7,156 shares; 2025Q2: 7,150 shares; 2025Q3: 7,118 shares; 2025Q4: 7,540 shares; 2026Q1: 7,547 shares 7,547 $102K 0.01% +7 Timeline FMDE 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: 3,829 shares; 2024Q4: 3,841 shares; 2025Q1: 2,800 shares; 2025Q2: 2,809 shares; 2025Q3: 2,819 shares; 2025Q4: 2,827 shares; 2026Q1: 2,835 shares 2,835 $102K 0.01% +8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,264 shares; 2025Q1: 1,282 shares; 2025Q2: 1,271 shares; 2025Q3: 1,265 shares; 2025Q4: 1,318 shares; 2026Q1: 1,243 shares 1,243 $101K 0.01% -75 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 3,794 shares 3,794 $99.4K 0.01% +1,865 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,689 shares; 2025Q4: 1,373 shares; 2026Q1: 1,835 shares 1,835 $98.7K 0.01% +462 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL 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: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $97.5K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 387 shares; 2025Q1: 406 shares; 2025Q2: 265 shares; 2025Q3: 270 shares; 2025Q4: 499 shares; 2026Q1: 477 shares 477 $97K 0.01% -22 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $96K 0.01% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 1,853 shares; 2025Q3: 1,875 shares; 2025Q4: 1,896 shares; 2026Q1: 1,917 shares 1,917 $95.9K 0.01% +21 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS 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: 4,002 shares; 2026Q1: 4,002 shares 4,002 $94.8K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,849 shares; 2025Q1: 2,856 shares; 2025Q2: 2,353 shares; 2025Q3: 2,363 shares; 2025Q4: 1,599 shares; 2026Q1: 1,600 shares 1,600 $93.7K 0.01% +1 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,185 shares; 2025Q4: 1,180 shares; 2026Q1: 1,150 shares 1,150 $93.4K 0.01% -30 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 302 shares; 2025Q1: 314 shares; 2025Q2: 305 shares; 2025Q3: 741 shares; 2025Q4: 342 shares; 2026Q1: 329 shares 329 $93.4K 0.01% -13 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 294 shares; 2025Q1: 299 shares; 2025Q2: 308 shares; 2025Q3: 1,616 shares; 2025Q4: 619 shares; 2026Q1: 577 shares 577 $92.5K 0.01% -42 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 445 shares; 2025Q1: 426 shares; 2025Q2: 430 shares; 2025Q3: 531 shares; 2025Q4: 643 shares; 2026Q1: 623 shares 623 $90.4K 0.01% -20 Timeline IQLT 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: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $90.1K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 10,124 shares; 2025Q1: 10,124 shares; 2025Q2: 9,838 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 7,922 shares 7,922 $89.4K <0.01% -1,058 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,008 shares; 2025Q1: 626 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 800 shares; 2026Q1: 819 shares 819 $88.7K <0.01% +19 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $87.5K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 488 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $87K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 117 shares; 2025Q2: 108 shares; 2025Q3: 100 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $84.2K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,412 shares; 2025Q1: 1,358 shares; 2025Q2: 1,441 shares; 2025Q3: 1,445 shares; 2025Q4: 1,521 shares; 2026Q1: 1,547 shares 1,547 $83.9K <0.01% +26 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,095 shares; 2025Q2: 1,060 shares; 2025Q3: 1,459 shares; 2025Q4: 1,550 shares; 2026Q1: 1,333 shares 1,333 $83.6K <0.01% -217 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 193 shares; 2025Q2: 201 shares; 2025Q3: 207 shares; 2025Q4: 293 shares; 2026Q1: 305 shares 305 $82.5K <0.01% +12 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,161 shares; 2025Q3: 1,163 shares; 2025Q4: 1,186 shares; 2026Q1: 1,190 shares 1,190 $82.3K <0.01% +4 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 98 shares; 2025Q4: 120 shares; 2026Q1: 112 shares 112 $81.6K <0.01% -8 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 90 shares; 2025Q1: 83 shares; 2025Q2: 67 shares; 2025Q3: 669 shares; 2025Q4: 785 shares; 2026Q1: 651 shares 651 $81.5K <0.01% -134 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 532 shares; 2025Q1: 184 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 199 shares; 2026Q1: 207 shares 207 $81.1K <0.01% +8 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: 84 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 155 shares; 2026Q1: 149 shares 149 $80.2K <0.01% -6 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 15 shares; 2025Q4: 23 shares; 2026Q1: 19 shares 19 $80.1K <0.01% -4 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $79.2K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 705 shares; 2025Q1: 692 shares; 2025Q2: 637 shares; 2025Q3: 630 shares; 2025Q4: 803 shares; 2026Q1: 786 shares 786 $76.8K <0.01% -17 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $76.4K <0.01% new Timeline GPZ 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: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $76.2K <0.01% 0 Timeline EVUS 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: 1,678 shares; 2025Q4: 2,820 shares; 2026Q1: 2,394 shares 2,394 $76.2K <0.01% -426 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 3,104 shares; 2025Q1: 3,100 shares; 2025Q2: 2,998 shares; 2025Q3: 3,274 shares; 2025Q4: 4,196 shares; 2026Q1: 2,266 shares 2,266 $76K <0.01% -1,930 Timeline IYF 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: 630 shares; 2024Q4: 632 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: 638 shares; 2025Q4: 641 shares; 2026Q1: 644 shares 644 $75.8K <0.01% +3 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 33 shares; 2025Q1: 26 shares; 2025Q2: 48 shares; 2025Q3: 1,383 shares; 2025Q4: 1,373 shares; 2026Q1: 639 shares 639 $75.4K <0.01% -734 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 388 shares; 2025Q1: 943 shares; 2025Q2: 1,893 shares; 2025Q3: 4,533 shares; 2025Q4: 1,619 shares; 2026Q1: 863 shares 863 $74.8K <0.01% -756 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $74.8K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 727 shares; 2025Q1: 546 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $74.6K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 636 shares; 2025Q1: 634 shares; 2025Q2: 520 shares; 2025Q3: 632 shares; 2025Q4: 690 shares; 2026Q1: 931 shares 931 $74.6K <0.01% +241 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: 956 shares; 2024Q4: 956 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 727 shares; 2025Q4: 754 shares; 2026Q1: 721 shares 721 $73.6K <0.01% -33 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 682 shares; 2025Q2: 645 shares; 2025Q3: 553 shares; 2025Q4: 658 shares; 2026Q1: 597 shares 597 $73.3K <0.01% -61 Timeline SHV 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: 882 shares; 2024Q4: 4,967 shares; 2025Q1: 4,967 shares; 2025Q2: 4,285 shares; 2025Q3: 6,007 shares; 2025Q4: 6,007 shares; 2026Q1: 655 shares 655 $72.3K <0.01% -5,352 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $71.7K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 486 shares; 2025Q1: 405 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $71.5K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,009 shares; 2025Q1: 1,222 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: 1,313 shares 1,313 $71.1K <0.01% +404 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 1,921 shares; 2025Q2: 1,617 shares; 2025Q3: 1,395 shares; 2025Q4: 1,586 shares; 2026Q1: 1,248 shares 1,248 $70.3K <0.01% -338 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 302 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 431 shares; 2026Q1: 332 shares 332 $69.7K <0.01% -99 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 884 shares; 2025Q1: 896 shares; 2025Q2: 234 shares; 2025Q3: 232 shares; 2025Q4: 253 shares; 2026Q1: 234 shares 234 $68K <0.01% -19 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,161 shares; 2025Q1: 2,117 shares; 2025Q2: 1,916 shares; 2025Q3: 2,485 shares; 2025Q4: 2,617 shares; 2026Q1: 1,764 shares 1,764 $67.9K <0.01% -853 Timeline DMXF 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: 1,577 shares; 2024Q4: 2,157 shares; 2025Q1: 1,262 shares; 2025Q2: 1,181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares 899 $67.8K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 504 shares; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 511 shares; 2026Q1: 503 shares 503 $67.7K <0.01% -8 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 2,689 shares; 2025Q1: 2,530 shares; 2025Q2: 2,555 shares; 2025Q3: 2,581 shares; 2025Q4: 2,615 shares; 2026Q1: 2,632 shares 2,632 $67.4K <0.01% +17 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,355 shares; 2025Q2: 2,092 shares; 2025Q3: 2,572 shares; 2025Q4: 1,227 shares; 2026Q1: 1,206 shares 1,206 $67.3K <0.01% -21 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 254 shares; 2025Q3: 238 shares; 2025Q4: 254 shares; 2026Q1: 260 shares 260 $66.2K <0.01% +6 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 282 shares; 2025Q1: 823 shares; 2025Q2: 266 shares; 2025Q3: 982 shares; 2025Q4: 1,451 shares; 2026Q1: 1,070 shares 1,070 $66.2K <0.01% -381 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 358 shares; 2025Q1: 472 shares; 2025Q2: 448 shares; 2025Q3: 411 shares; 2025Q4: 460 shares; 2026Q1: 456 shares 456 $65.9K <0.01% -4 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396 $65.3K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 131 shares; 2025Q4: 166 shares; 2026Q1: 156 shares 156 $65K <0.01% -10 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 64 shares; 2025Q4: 88 shares; 2026Q1: 89 shares 89 $64.8K <0.01% +1 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 917 shares; 2025Q2: 590 shares; 2025Q3: 595 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $64.7K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 363 shares; 2025Q1: 369 shares; 2025Q2: 362 shares; 2025Q3: 1,314 shares; 2025Q4: 421 shares; 2026Q1: 430 shares 430 $64.6K <0.01% +9 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,263 shares; 2025Q1: 1,272 shares; 2025Q2: 1,355 shares; 2025Q3: 1,432 shares; 2025Q4: 1,559 shares; 2026Q1: 1,333 shares 1,333 $64.4K <0.01% -226 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: 164 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 188 shares; 2025Q4: 223 shares; 2026Q1: 129 shares 129 $64K <0.01% -94 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 319 shares; 2025Q2: 311 shares; 2025Q3: 299 shares; 2025Q4: 381 shares; 2026Q1: 376 shares 376 $63.6K <0.01% -5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 369 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 488 shares; 2026Q1: 502 shares 502 $63.5K <0.01% +14 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: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,720 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,340 shares 1,340 $63K <0.01% -27 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares; 2026Q1: 4,514 shares 4,514 $62.7K <0.01% 0 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: 108 shares; 2024Q4: 329 shares; 2025Q1: 333 shares; 2025Q2: 355 shares; 2025Q3: 356 shares; 2025Q4: 426 shares; 2026Q1: 381 shares 381 $62.5K <0.01% -45 Timeline VSGX 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: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $62.2K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 44 shares; 2026Q1: 45 shares 45 $62.1K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $62K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 1,419 shares; 2025Q1: 1,626 shares; 2025Q2: 787 shares; 2025Q3: 5,388 shares; 2025Q4: 1,496 shares; 2026Q1: 1,501 shares 1,501 $61.6K <0.01% +5 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 741 shares; 2025Q3: 872 shares; 2025Q4: 962 shares; 2026Q1: 803 shares 803 $60.4K <0.01% -159 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $60.3K <0.01% 0 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares 4,515 $59.4K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 67 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 107 shares; 2026Q1: 108 shares 108 $59.3K <0.01% +1 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: 483 shares; 2024Q4: 656 shares; 2025Q1: 573 shares; 2025Q2: 575 shares; 2025Q3: 691 shares; 2025Q4: 954 shares; 2026Q1: 822 shares 822 $58.6K <0.01% -132 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,821 shares; 2025Q1: 2,701 shares; 2025Q2: 2,862 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,253 shares 2,253 $58.4K <0.01% -517 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,210 shares; 2025Q2: 412 shares; 2025Q3: 696 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $58.3K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 105 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 108 shares; 2025Q4: 152 shares; 2026Q1: 146 shares 146 $58.1K <0.01% -6 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 268 shares; 2025Q1: 442 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 779 shares; 2026Q1: 503 shares 503 $58.1K <0.01% -276 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 873 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 978 shares; 2026Q1: 807 shares 807 $58K <0.01% -171 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $57.9K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 327 shares; 2026Q1: 873 shares 873 $57.3K <0.01% +546 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 1,032 shares; 2025Q1: 986 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 986 shares; 2026Q1: 916 shares 916 $57.3K <0.01% -70 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,348 shares; 2025Q3: 3,348 shares; 2025Q4: 3,348 shares; 2026Q1: 3,348 shares 3,348 $56.8K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 215 shares; 2025Q3: 177 shares; 2025Q4: 204 shares; 2026Q1: 202 shares 202 $56.8K <0.01% -2 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 647 shares; 2025Q1: 534 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $55.6K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 701 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $55.6K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 112 shares; 2025Q1: 106 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $55.5K <0.01% 0 Timeline