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: restricted; 2024Q4: 85,503 shares; 2025Q1: 135,063 shares; 2025Q2: 130,627 shares; 2025Q3: 140,372 shares; 2025Q4: 158,376 shares; 2026Q1: 188,584 shares 188,584 $123M 12.81% +30,208 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: restricted; 2024Q4: 221,319 shares; 2025Q1: 219,133 shares; 2025Q2: 218,480 shares; 2025Q3: 219,836 shares; 2025Q4: 231,740 shares; 2026Q1: 231,218 shares 231,218 $58.7M 6.1% -522 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: restricted; 2024Q4: 40,670 shares; 2025Q1: 40,938 shares; 2025Q2: 41,306 shares; 2025Q3: 41,078 shares; 2025Q4: 40,150 shares; 2026Q1: 38,090 shares 38,090 $56.1M 5.83% -2,060 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: restricted; 2024Q4: 279,934 shares; 2025Q1: 445,984 shares; 2025Q2: 468,966 shares; 2025Q3: 487,776 shares; 2025Q4: 502,029 shares; 2026Q1: 727,226 shares 727,226 $51M 5.31% +225,197 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: restricted; 2024Q4: 213,403 shares; 2025Q1: 218,188 shares; 2025Q2: 263,582 shares; 2025Q3: 271,678 shares; 2025Q4: 285,582 shares; 2026Q1: 297,408 shares 297,408 $42.4M 4.41% +11,826 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: restricted; 2024Q4: 72,863 shares; 2025Q1: 74,586 shares; 2025Q2: 75,750 shares; 2025Q3: 76,010 shares; 2025Q4: 79,799 shares; 2026Q1: 84,834 shares 84,834 $31.4M 3.27% +5,035 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: restricted; 2024Q4: 78,149 shares; 2025Q1: 77,641 shares; 2025Q2: 78,267 shares; 2025Q3: 78,943 shares; 2025Q4: 79,688 shares; 2026Q1: 75,057 shares 75,057 $23.9M 2.48% -4,631 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: restricted; 2024Q4: 92,387 shares; 2025Q1: 81,691 shares; 2025Q2: 81,810 shares; 2025Q3: 81,477 shares; 2025Q4: 81,723 shares; 2026Q1: 80,438 shares 80,438 $23.7M 2.46% -1,285 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: restricted; 2024Q4: 101,271 shares; 2025Q1: 93,953 shares; 2025Q2: 95,043 shares; 2025Q3: 95,326 shares; 2025Q4: 96,483 shares; 2026Q1: 84,343 shares 84,343 $17.6M 1.83% -12,140 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: restricted; 2024Q4: 130,253 shares; 2025Q1: 124,620 shares; 2025Q2: 125,633 shares; 2025Q3: 126,039 shares; 2025Q4: 127,560 shares; 2026Q1: 128,052 shares 128,052 $15.9M 1.66% +492 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,100 shares; 2025Q1: 13,187 shares; 2025Q2: 13,384 shares; 2025Q3: 13,731 shares; 2025Q4: 14,241 shares; 2026Q1: 14,134 shares 14,134 $15.4M 1.6% -107 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: restricted; 2024Q4: 94,341 shares; 2025Q1: 89,224 shares; 2025Q2: 88,900 shares; 2025Q3: 88,923 shares; 2025Q4: 87,960 shares; 2026Q1: 79,120 shares 79,120 $15.3M 1.59% -8,840 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: restricted; 2024Q4: 54,470 shares; 2025Q1: 42,621 shares; 2025Q2: 42,446 shares; 2025Q3: 42,752 shares; 2025Q4: 42,772 shares; 2026Q1: 42,293 shares 42,293 $14.9M 1.55% -479 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: restricted; 2024Q4: 43,741 shares; 2025Q1: 43,328 shares; 2025Q2: 43,260 shares; 2025Q3: 43,285 shares; 2025Q4: 43,592 shares; 2026Q1: 42,670 shares 42,670 $14.7M 1.53% -922 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: restricted; 2024Q4: 79,851 shares; 2025Q1: 84,180 shares; 2025Q2: 86,312 shares; 2025Q3: 84,988 shares; 2025Q4: 84,380 shares; 2026Q1: 92,380 shares 92,380 $14M 1.45% +8,000 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: restricted; 2024Q4: 68,760 shares; 2025Q1: 62,487 shares; 2025Q2: 62,481 shares; 2025Q3: 62,744 shares; 2025Q4: 64,203 shares; 2026Q1: 66,418 shares 66,418 $13.5M 1.4% +2,215 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: restricted; 2024Q4: 177,939 shares; 2025Q1: 170,859 shares; 2025Q2: 170,889 shares; 2025Q3: 172,290 shares; 2025Q4: 168,785 shares; 2026Q1: 143,137 shares 143,137 $13.3M 1.38% -25,648 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,857 shares; 2025Q1: 83,017 shares; 2025Q2: 82,402 shares; 2025Q3: 82,219 shares; 2025Q4: 81,557 shares; 2026Q1: 67,562 shares 67,562 $13.2M 1.38% -13,995 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,257 shares; 2025Q4: 9,370 shares; 2026Q1: 9,504 shares 9,504 $13.1M 1.36% +134 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,074 shares; 2026Q1: 171,502 shares 171,502 $12.2M 1.27% +15,428 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: restricted; 2024Q4: 382,538 shares; 2025Q1: 344,490 shares; 2025Q2: 341,470 shares; 2025Q3: 336,698 shares; 2025Q4: 338,580 shares; 2026Q1: 345,414 shares 345,414 $11.9M 1.24% +6,834 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: restricted; 2024Q4: 53,775 shares; 2025Q1: 50,212 shares; 2025Q2: 51,059 shares; 2025Q3: 51,655 shares; 2025Q4: 51,919 shares; 2026Q1: 50,400 shares 50,400 $11.9M 1.24% -1,519 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: restricted; 2024Q4: 262,561 shares; 2025Q1: 259,037 shares; 2025Q2: 263,587 shares; 2025Q3: 266,332 shares; 2025Q4: 275,867 shares; 2026Q1: 261,741 shares 261,741 $11.9M 1.23% -14,126 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: restricted; 2024Q4: 46,295 shares; 2025Q1: 45,792 shares; 2025Q2: 46,651 shares; 2025Q3: 47,469 shares; 2025Q4: 47,415 shares; 2026Q1: 38,253 shares 38,253 $11.1M 1.16% -9,162 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,231 shares; 2025Q1: 39,480 shares; 2025Q2: 39,379 shares; 2025Q3: 39,259 shares; 2025Q4: 39,262 shares; 2026Q1: 39,348 shares 39,348 $10.2M 1.07% +86 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: restricted; 2024Q4: 38,198 shares; 2025Q1: 39,788 shares; 2025Q2: 41,031 shares; 2025Q3: 41,047 shares; 2025Q4: 58,415 shares; 2026Q1: 57,436 shares 57,436 $10M 1.04% -979 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,124 shares; 2026Q1: 115,313 shares 115,313 $9.64M 1% +76,189 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,723 shares; 2025Q1: 79,498 shares; 2025Q2: 79,392 shares; 2025Q3: 79,740 shares; 2025Q4: 80,925 shares; 2026Q1: 80,758 shares 80,758 $8.86M 0.92% -167 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,098 shares; 2026Q1: 18,321 shares 18,321 $8.69M 0.9% +8,223 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: restricted; 2024Q4: 92,423 shares; 2025Q1: 85,046 shares; 2025Q2: 84,693 shares; 2025Q3: 84,876 shares; 2025Q4: 86,345 shares; 2026Q1: 84,592 shares 84,592 $8.69M 0.9% -1,753 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,570 shares; 2025Q1: 63,066 shares; 2025Q2: 62,871 shares; 2025Q3: 63,101 shares; 2025Q4: 63,292 shares; 2026Q1: 53,907 shares 53,907 $8.48M 0.88% -9,385 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,651 shares; 2025Q1: 6,273 shares; 2025Q2: 10,944 shares; 2025Q3: 38,281 shares; 2025Q4: 40,475 shares; 2026Q1: 45,266 shares 45,266 $8.25M 0.86% +4,791 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: restricted; 2024Q4: 68,230 shares; 2025Q1: 41,446 shares; 2025Q2: 42,165 shares; 2025Q3: 42,030 shares; 2025Q4: 42,619 shares; 2026Q1: 32,613 shares 32,613 $7.97M 0.83% -10,006 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,545 shares; 2025Q1: 100,626 shares; 2025Q2: 100,200 shares; 2025Q3: 100,037 shares; 2025Q4: 101,870 shares; 2026Q1: 87,760 shares 87,760 $7.24M 0.75% -14,110 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,606 shares; 2025Q1: 131,015 shares; 2025Q2: 134,602 shares; 2025Q3: 131,167 shares; 2025Q4: 142,905 shares; 2026Q1: 147,178 shares 147,178 $7.13M 0.74% +4,273 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: restricted; 2024Q4: 107,020 shares; 2025Q1: 110,001 shares; 2025Q2: 108,405 shares; 2025Q3: 116,150 shares; 2025Q4: 115,883 shares; 2026Q1: 130,204 shares 130,204 $6.88M 0.72% +14,321 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,431 shares; 2025Q1: 78,012 shares; 2025Q2: 77,839 shares; 2025Q3: 78,535 shares; 2025Q4: 78,761 shares; 2026Q1: 73,688 shares 73,688 $6.79M 0.71% -5,073 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: restricted; 2024Q4: 23,220 shares; 2025Q1: 15,636 shares; 2025Q2: 15,481 shares; 2025Q3: 15,595 shares; 2025Q4: 16,063 shares; 2026Q1: 14,746 shares 14,746 $6.38M 0.66% -1,317 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: restricted; 2024Q4: 51,831 shares; 2025Q1: 48,537 shares; 2025Q2: 48,398 shares; 2025Q3: 47,774 shares; 2025Q4: 49,457 shares; 2026Q1: 43,867 shares 43,867 $6.34M 0.66% -5,590 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,195 shares; 2025Q1: 151,293 shares; 2025Q2: 151,807 shares; 2025Q3: 150,840 shares; 2025Q4: 154,216 shares; 2026Q1: 164,690 shares 164,690 $6.12M 0.64% +10,474 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: restricted; 2024Q4: 37,526 shares; 2025Q1: 36,836 shares; 2025Q2: 37,625 shares; 2025Q3: 37,799 shares; 2025Q4: 39,654 shares; 2026Q1: 37,130 shares 37,130 $5.77M 0.6% -2,524 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,373 shares; 2025Q1: 73,502 shares; 2025Q2: 74,719 shares; 2025Q3: 58,762 shares; 2025Q4: 61,122 shares; 2026Q1: 60,800 shares 60,800 $5.28M 0.55% -322 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: restricted; 2024Q4: 21,267 shares; 2025Q1: 21,267 shares; 2025Q2: 25,451 shares; 2025Q3: 48,500 shares; 2025Q4: 58,960 shares; 2026Q1: 52,906 shares 52,906 $5.25M 0.55% -6,054 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,716 shares; 2025Q1: 45,898 shares; 2025Q2: 45,620 shares; 2025Q3: 45,194 shares; 2025Q4: 43,510 shares; 2026Q1: 30,611 shares 30,611 $4.84M 0.5% -12,899 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: restricted; 2024Q4: 23,405 shares; 2025Q1: 22,868 shares; 2025Q2: 22,961 shares; 2025Q3: 23,324 shares; 2025Q4: 23,886 shares; 2026Q1: 22,822 shares 22,822 $4.75M 0.49% -1,064 Timeline QQQM 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: restricted; 2024Q4: 4,932 shares; 2025Q1: 8,698 shares; 2025Q2: 9,903 shares; 2025Q3: 10,536 shares; 2025Q4: 13,173 shares; 2026Q1: 19,423 shares 19,423 $4.62M 0.48% +6,250 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: restricted; 2024Q4: 3,769 shares; 2025Q1: 3,749 shares; 2025Q2: 4,177 shares; 2025Q3: 4,309 shares; 2025Q4: 4,431 shares; 2026Q1: 4,190 shares 4,190 $4.17M 0.43% -241 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: restricted; 2024Q4: 11,179 shares; 2025Q1: 11,381 shares; 2025Q2: 11,627 shares; 2025Q3: 11,600 shares; 2025Q4: 12,617 shares; 2026Q1: 12,422 shares 12,422 $4.09M 0.42% -195 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: restricted; 2024Q4: 70,597 shares; 2025Q1: 70,520 shares; 2025Q2: 71,367 shares; 2025Q3: 74,010 shares; 2025Q4: 74,508 shares; 2026Q1: 45,952 shares 45,952 $3.98M 0.41% -28,556 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: restricted; 2024Q4: 58,974 shares; 2025Q1: 67,845 shares; 2025Q2: 69,472 shares; 2025Q3: 70,130 shares; 2025Q4: 76,920 shares; 2026Q1: 79,503 shares 79,503 $3.98M 0.41% +2,583 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: restricted; 2024Q4: 14,971 shares; 2025Q1: 14,847 shares; 2025Q2: 14,825 shares; 2025Q3: 15,242 shares; 2025Q4: 15,438 shares; 2026Q1: 13,781 shares 13,781 $3.96M 0.41% -1,657 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: restricted; 2024Q4: 66,504 shares; 2025Q1: 95,281 shares; 2025Q2: 91,826 shares; 2025Q3: 88,266 shares; 2025Q4: 88,979 shares; 2026Q1: 77,504 shares 77,504 $3.92M 0.41% -11,475 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: restricted; 2024Q4: 14,636 shares; 2025Q1: 15,566 shares; 2025Q2: 47,089 shares; 2025Q3: 38,103 shares; 2025Q4: 47,039 shares; 2026Q1: 46,247 shares 46,247 $3.82M 0.4% -792 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: restricted; 2024Q4: 17,917 shares; 2025Q1: 17,699 shares; 2025Q2: 17,581 shares; 2025Q3: 17,071 shares; 2025Q4: 16,967 shares; 2026Q1: 17,426 shares 17,426 $3.79M 0.39% +459 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: restricted; 2024Q4: 42,738 shares; 2025Q1: 46,600 shares; 2025Q2: 47,974 shares; 2025Q3: 48,843 shares; 2025Q4: 52,412 shares; 2026Q1: 52,292 shares 52,292 $3.65M 0.38% -120 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: restricted; 2024Q4: 33,903 shares; 2025Q1: 33,909 shares; 2025Q2: 33,910 shares; 2025Q3: 33,914 shares; 2025Q4: 33,911 shares; 2026Q1: 33,924 shares 33,924 $3.63M 0.38% +13 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: restricted; 2024Q4: 2,762 shares; 2025Q1: 2,863 shares; 2025Q2: 3,238 shares; 2025Q3: 3,203 shares; 2025Q4: 5,436 shares; 2026Q1: 5,422 shares 5,422 $3.53M 0.37% -14 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: restricted; 2024Q4: 11,591 shares; 2025Q1: 12,565 shares; 2025Q2: 18,727 shares; 2025Q3: 27,102 shares; 2025Q4: 38,296 shares; 2026Q1: 36,823 shares 36,823 $3.5M 0.36% -1,473 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: restricted; 2024Q4: 54,714 shares; 2025Q1: 58,582 shares; 2025Q2: 60,124 shares; 2025Q3: 61,126 shares; 2025Q4: 32,440 shares; 2026Q1: 34,926 shares 34,926 $3.16M 0.33% +2,486 Timeline SLQD 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: restricted; 2024Q4: 17,984 shares; 2025Q1: 19,303 shares; 2025Q2: 29,511 shares; 2025Q3: 44,648 shares; 2025Q4: 56,071 shares; 2026Q1: 60,692 shares 60,692 $3.06M 0.32% +4,621 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: restricted; 2024Q4: 16,941 shares; 2025Q1: 17,273 shares; 2025Q2: 16,883 shares; 2025Q3: 17,446 shares; 2025Q4: 17,325 shares; 2026Q1: 15,317 shares 15,317 $2.6M 0.27% -2,008 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: restricted; 2024Q4: 10,474 shares; 2025Q1: 10,024 shares; 2025Q2: 10,105 shares; 2025Q3: 10,044 shares; 2025Q4: 10,111 shares; 2026Q1: 7,497 shares 7,497 $2.46M 0.26% -2,614 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: restricted; 2024Q4: 3,981 shares; 2025Q1: 4,148 shares; 2025Q2: 4,206 shares; 2025Q3: 4,209 shares; 2025Q4: 4,101 shares; 2026Q1: 4,043 shares 4,043 $2.44M 0.25% -58 Timeline BIL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,989 shares; 2025Q4: 52,178 shares; 2026Q1: 26,357 shares 26,357 $2.42M 0.25% -25,821 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: restricted; 2024Q4: 18,882 shares; 2025Q1: 18,093 shares; 2025Q2: 16,614 shares; 2025Q3: 17,235 shares; 2025Q4: 17,776 shares; 2026Q1: 16,210 shares 16,210 $2.38M 0.25% -1,566 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: restricted; 2024Q4: 4,840 shares; 2025Q1: 4,965 shares; 2025Q2: 4,947 shares; 2025Q3: 8,321 shares; 2025Q4: 8,326 shares; 2026Q1: 8,308 shares 8,308 $2.38M 0.25% -18 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: restricted; 2024Q4: 15,719 shares; 2025Q1: 11,591 shares; 2025Q2: 11,195 shares; 2025Q3: 10,861 shares; 2025Q4: 9,999 shares; 2026Q1: 11,871 shares 11,871 $2.3M 0.24% +1,872 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: restricted; 2024Q4: 7,688 shares; 2025Q1: 7,465 shares; 2025Q2: 7,431 shares; 2025Q3: 7,235 shares; 2025Q4: 7,065 shares; 2026Q1: 6,950 shares 6,950 $2.16M 0.22% -115 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: restricted; 2024Q4: 3,732 shares; 2025Q1: 3,831 shares; 2025Q2: 3,899 shares; 2025Q3: 4,133 shares; 2025Q4: 4,224 shares; 2026Q1: 4,003 shares 4,003 $2.15M 0.22% -221 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: restricted; 2024Q4: 8,949 shares; 2025Q1: 9,099 shares; 2025Q2: 9,464 shares; 2025Q3: 9,327 shares; 2025Q4: 8,919 shares; 2026Q1: 9,080 shares 9,080 $2.09M 0.22% +161 Timeline IXUS 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: restricted; 2024Q4: 7,972 shares; 2025Q1: 7,961 shares; 2025Q2: 9,555 shares; 2025Q3: 19,807 shares; 2025Q4: 27,048 shares; 2026Q1: 22,690 shares 22,690 $1.97M 0.2% -4,358 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: restricted; 2024Q4: 5,049 shares; 2025Q1: 5,688 shares; 2025Q2: 6,127 shares; 2025Q3: 5,693 shares; 2025Q4: 5,341 shares; 2026Q1: 5,933 shares 5,933 $1.9M 0.2% +592 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: restricted; 2024Q4: 22,730 shares; 2025Q1: 22,414 shares; 2025Q2: 22,416 shares; 2025Q3: 22,777 shares; 2025Q4: 24,052 shares; 2026Q1: 23,804 shares 23,804 $1.81M 0.19% -248 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: restricted; 2024Q4: 3,158 shares; 2025Q1: 3,205 shares; 2025Q2: 3,249 shares; 2025Q3: 3,303 shares; 2025Q4: 3,295 shares; 2026Q1: 3,147 shares 3,147 $1.77M 0.18% -148 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: restricted; 2024Q4: 1,798 shares; 2025Q1: 1,760 shares; 2025Q2: 1,756 shares; 2025Q3: 1,658 shares; 2025Q4: 1,730 shares; 2026Q1: 1,726 shares 1,726 $1.59M 0.17% -4 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,554 shares; 2026Q1: 18,554 shares 18,554 $1.57M 0.16% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 7,861 shares; 2025Q2: 7,824 shares; 2025Q3: 7,641 shares; 2025Q4: 7,420 shares; 2026Q1: 7,391 shares 7,391 $1.54M 0.16% -29 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: restricted; 2024Q4: 3,999 shares; 2025Q1: 3,350 shares; 2025Q2: 3,838 shares; 2025Q3: 3,866 shares; 2025Q4: 3,990 shares; 2026Q1: 4,031 shares 4,031 $1.5M 0.16% +41 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: restricted; 2024Q4: 4,649 shares; 2025Q1: 11,479 shares; 2025Q2: 11,722 shares; 2025Q3: 12,852 shares; 2025Q4: 13,040 shares; 2026Q1: 12,364 shares 12,364 $1.49M 0.15% -676 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: restricted; 2024Q4: 3,762 shares; 2025Q1: 4,370 shares; 2025Q2: 4,783 shares; 2025Q3: 4,712 shares; 2025Q4: 4,784 shares; 2026Q1: 4,648 shares 4,648 $1.4M 0.15% -136 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: restricted; 2024Q4: 3,573 shares; 2025Q1: 3,061 shares; 2025Q2: 3,051 shares; 2025Q3: 3,037 shares; 2025Q4: 2,958 shares; 2026Q1: 2,923 shares 2,923 $1.4M 0.15% -35 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: restricted; 2024Q4: 14,342 shares; 2025Q1: 12,834 shares; 2025Q2: 12,345 shares; 2025Q3: 11,974 shares; 2025Q4: 11,411 shares; 2026Q1: 10,513 shares 10,513 $1.38M 0.14% -898 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: restricted; 2024Q4: 1,491 shares; 2025Q1: 1,422 shares; 2025Q2: 1,601 shares; 2025Q3: 2,060 shares; 2025Q4: 2,216 shares; 2026Q1: 2,373 shares 2,373 $1.37M 0.14% +157 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,875 shares; 2025Q1: 6,701 shares; 2025Q2: 6,688 shares; 2025Q3: 6,518 shares; 2025Q4: 6,397 shares; 2026Q1: 6,381 shares 6,381 $1.35M 0.14% -16 Timeline EWJ 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: restricted; 2024Q4: 7,258 shares; 2025Q1: 6,961 shares; 2025Q2: 9,459 shares; 2025Q3: 10,709 shares; 2025Q4: 15,272 shares; 2026Q1: 15,919 shares 15,919 $1.34M 0.14% +647 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,835 shares; 2025Q2: 2,259 shares; 2025Q3: 2,274 shares; 2025Q4: 2,344 shares; 2026Q1: 2,278 shares 2,278 $1.3M 0.14% -66 Timeline STIP 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: restricted; 2024Q4: 3,958 shares; 2025Q1: 4,378 shares; 2025Q2: 9,913 shares; 2025Q3: 9,990 shares; 2025Q4: 12,950 shares; 2026Q1: 12,394 shares 12,394 $1.28M 0.13% -556 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: restricted; 2024Q4: 8,380 shares; 2025Q1: 5,939 shares; 2025Q2: 6,599 shares; 2025Q3: 6,699 shares; 2025Q4: 9,114 shares; 2026Q1: 8,593 shares 8,593 $1.26M 0.13% -521 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: restricted; 2024Q4: 20,473 shares; 2025Q1: 18,653 shares; 2025Q2: 19,103 shares; 2025Q3: 16,592 shares; 2025Q4: 16,917 shares; 2026Q1: 15,972 shares 15,972 $1.24M 0.13% -945 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: restricted; 2024Q4: 6,873 shares; 2025Q1: 7,085 shares; 2025Q2: 6,715 shares; 2025Q3: 6,403 shares; 2025Q4: 6,434 shares; 2026Q1: 6,358 shares 6,358 $1.22M 0.13% -76 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: restricted; 2024Q4: 3,083 shares; 2025Q1: 2,875 shares; 2025Q2: 2,961 shares; 2025Q3: 3,221 shares; 2025Q4: 3,700 shares; 2026Q1: 3,578 shares 3,578 $1.21M 0.13% -122 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,089 shares; 2025Q1: 13,609 shares; 2025Q2: 13,778 shares; 2025Q3: 14,083 shares; 2025Q4: 14,802 shares; 2026Q1: 14,686 shares 14,686 $1.2M 0.12% -116 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,247 shares; 2025Q1: 3,067 shares; 2025Q2: 3,117 shares; 2025Q3: 3,255 shares; 2025Q4: 3,383 shares; 2026Q1: 3,240 shares 3,240 $1.18M 0.12% -143 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: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,270 shares; 2025Q2: 3,471 shares; 2025Q3: 3,493 shares; 2025Q4: 3,661 shares; 2026Q1: 3,695 shares 3,695 $1.14M 0.12% +34 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,177 shares; 2025Q2: 2,227 shares; 2025Q3: 2,301 shares; 2025Q4: 2,448 shares; 2026Q1: 2,323 shares 2,323 $1.14M 0.12% -125 Timeline USIG 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: restricted; 2024Q4: not reported; 2025Q1: 4,193 shares; 2025Q2: not reported; 2025Q3: 7,931 shares; 2025Q4: 26,625 shares; 2026Q1: 21,935 shares 21,935 $1.12M 0.12% -4,690 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: restricted; 2024Q4: 5,947 shares; 2025Q1: 8,223 shares; 2025Q2: 9,096 shares; 2025Q3: 10,025 shares; 2025Q4: 9,561 shares; 2026Q1: 5,365 shares 5,365 $1.11M 0.12% -4,196 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: restricted; 2024Q4: 22,110 shares; 2025Q1: 20,647 shares; 2025Q2: 22,052 shares; 2025Q3: 18,657 shares; 2025Q4: 25,149 shares; 2026Q1: 24,964 shares 24,964 $1.1M 0.11% -185 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: restricted; 2024Q4: 18,778 shares; 2025Q1: 18,339 shares; 2025Q2: 19,751 shares; 2025Q3: 19,460 shares; 2025Q4: 19,796 shares; 2026Q1: 19,624 shares 19,624 $1.02M 0.11% -172 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: restricted; 2024Q4: 19,964 shares; 2025Q1: 19,624 shares; 2025Q2: 19,725 shares; 2025Q3: 20,764 shares; 2025Q4: 21,348 shares; 2026Q1: 20,030 shares 20,030 $1.01M 0.1% -1,318 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: restricted; 2024Q4: 7,146 shares; 2025Q1: 5,434 shares; 2025Q2: 5,213 shares; 2025Q3: 5,056 shares; 2025Q4: 4,822 shares; 2026Q1: 4,813 shares 4,813 $995K 0.1% -9 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: restricted; 2024Q4: 3,178 shares; 2025Q1: 3,263 shares; 2025Q2: 3,349 shares; 2025Q3: 3,424 shares; 2025Q4: 2,885 shares; 2026Q1: 3,103 shares 3,103 $995K 0.1% +218 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: restricted; 2024Q4: 2,095 shares; 2025Q1: 1,920 shares; 2025Q2: 1,955 shares; 2025Q3: 2,054 shares; 2025Q4: 2,154 shares; 2026Q1: 2,121 shares 2,121 $978K 0.1% -33 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,140 shares; 2025Q1: 4,095 shares; 2025Q2: 4,169 shares; 2025Q3: 4,271 shares; 2025Q4: 4,495 shares; 2026Q1: 4,352 shares 4,352 $977K 0.1% -143 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: restricted; 2024Q4: 10,753 shares; 2025Q1: 10,831 shares; 2025Q2: 11,039 shares; 2025Q3: 11,197 shares; 2025Q4: 10,855 shares; 2026Q1: 10,678 shares 10,678 $957K 0.1% -177 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: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,916 shares; 2025Q2: 2,831 shares; 2025Q3: 2,791 shares; 2025Q4: 2,806 shares; 2026Q1: 2,788 shares 2,788 $953K 0.1% -18 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,901 shares; 2025Q1: 4,966 shares; 2025Q2: 5,034 shares; 2025Q3: 5,160 shares; 2025Q4: 5,548 shares; 2026Q1: 5,402 shares 5,402 $937K 0.1% -146 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 569 shares; 2025Q2: 610 shares; 2025Q3: 636 shares; 2025Q4: 703 shares; 2026Q1: 705 shares 705 $931K 0.1% +2 Timeline ILCG 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: restricted; 2024Q4: 2,507 shares; 2025Q1: 2,949 shares; 2025Q2: 3,497 shares; 2025Q3: 9,343 shares; 2025Q4: 13,712 shares; 2026Q1: 9,524 shares 9,524 $909K 0.09% -4,188 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: restricted; 2024Q4: 816 shares; 2025Q1: 803 shares; 2025Q2: 925 shares; 2025Q3: 1,033 shares; 2025Q4: 10,185 shares; 2026Q1: 9,420 shares 9,420 $906K 0.09% -765 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,874 shares; 2025Q1: 2,944 shares; 2025Q2: 3,006 shares; 2025Q3: 3,064 shares; 2025Q4: 3,145 shares; 2026Q1: 3,199 shares 3,199 $889K 0.09% +54 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,371 shares; 2025Q1: 65,150 shares; 2025Q2: 64,398 shares; 2025Q3: 63,385 shares; 2025Q4: 61,045 shares; 2026Q1: 9,468 shares 9,468 $884K 0.09% -51,577 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: restricted; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,046 shares; 2025Q3: 4,037 shares; 2025Q4: 4,078 shares; 2026Q1: 4,030 shares 4,030 $861K 0.09% -48 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,560 shares; 2025Q1: 17,560 shares; 2025Q2: 17,560 shares; 2025Q3: 16,852 shares; 2025Q4: 16,852 shares; 2026Q1: 16,881 shares 16,881 $851K 0.09% +29 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,062 shares; 2025Q1: 41,062 shares; 2025Q2: 40,402 shares; 2025Q3: 39,678 shares; 2025Q4: 39,678 shares; 2026Q1: 37,038 shares 37,038 $844K 0.09% -2,640 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,658 shares; 2025Q1: 3,852 shares; 2025Q2: 4,127 shares; 2025Q3: 4,183 shares; 2025Q4: 3,707 shares; 2026Q1: 4,293 shares 4,293 $814K 0.08% +586 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: restricted; 2024Q4: 2,848 shares; 2025Q1: 3,157 shares; 2025Q2: 3,066 shares; 2025Q3: 3,247 shares; 2025Q4: 3,809 shares; 2026Q1: 4,105 shares 4,105 $814K 0.08% +296 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,657 shares; 2025Q4: 20,004 shares; 2026Q1: 15,480 shares 15,480 $814K 0.08% -4,524 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: restricted; 2024Q4: 21,189 shares; 2025Q1: 21,219 shares; 2025Q2: 10,362 shares; 2025Q3: 10,403 shares; 2025Q4: 10,463 shares; 2026Q1: 15,996 shares 15,996 $813K 0.08% +5,533 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,163 shares; 2025Q1: 19,336 shares; 2025Q2: 19,741 shares; 2025Q3: 20,262 shares; 2025Q4: 22,845 shares; 2026Q1: 22,996 shares 22,996 $763K 0.08% +151 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: restricted; 2024Q4: 10,984 shares; 2025Q1: 12,567 shares; 2025Q2: 12,586 shares; 2025Q3: 15,124 shares; 2025Q4: 16,731 shares; 2026Q1: 14,686 shares 14,686 $716K 0.07% -2,045 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: restricted; 2024Q4: 3,508 shares; 2025Q1: 3,733 shares; 2025Q2: 3,401 shares; 2025Q3: 3,249 shares; 2025Q4: 3,234 shares; 2026Q1: 3,269 shares 3,269 $703K 0.07% +35 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,826 shares; 2025Q1: 13,824 shares; 2025Q2: 12,826 shares; 2025Q3: 11,880 shares; 2025Q4: 11,880 shares; 2026Q1: 11,880 shares 11,880 $702K 0.07% 0 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: restricted; 2024Q4: 5,006 shares; 2025Q1: 5,033 shares; 2025Q2: 6,113 shares; 2025Q3: 5,985 shares; 2025Q4: 6,132 shares; 2026Q1: 5,810 shares 5,810 $689K 0.07% -322 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,450 shares; 2026Q1: 7,427 shares 7,427 $689K 0.07% -23 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: restricted; 2024Q4: 4,696 shares; 2025Q1: 5,435 shares; 2025Q2: 5,840 shares; 2025Q3: 7,817 shares; 2025Q4: 10,263 shares; 2026Q1: 10,322 shares 10,322 $681K 0.07% +59 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: restricted; 2024Q4: 3,956 shares; 2025Q1: 3,996 shares; 2025Q2: 5,161 shares; 2025Q3: 5,164 shares; 2025Q4: 5,190 shares; 2026Q1: 5,159 shares 5,159 $676K 0.07% -31 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: restricted; 2024Q4: 1,814 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,818 shares; 2026Q1: 1,806 shares 1,806 $643K 0.07% -12 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: restricted; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 1,258 shares; 2026Q1: 1,491 shares 1,491 $642K 0.07% +233 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: restricted; 2024Q4: 15,687 shares; 2025Q1: 15,560 shares; 2025Q2: 15,542 shares; 2025Q3: 15,494 shares; 2025Q4: 15,490 shares; 2026Q1: 15,468 shares 15,468 $635K 0.07% -22 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: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,257 shares; 2025Q3: 1,248 shares; 2025Q4: 2,572 shares; 2026Q1: 2,529 shares 2,529 $627K 0.07% -43 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: restricted; 2024Q4: 845 shares; 2025Q1: 841 shares; 2025Q2: 834 shares; 2025Q3: 860 shares; 2025Q4: 863 shares; 2026Q1: 881 shares 881 $601K 0.06% +18 Timeline MCHI 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: restricted; 2024Q4: not reported; 2025Q1: 4,659 shares; 2025Q2: 6,034 shares; 2025Q3: 7,068 shares; 2025Q4: 9,387 shares; 2026Q1: 10,688 shares 10,688 $600K 0.06% +1,301 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,540 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $591K 0.06% 0 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: restricted; 2024Q4: 606 shares; 2025Q1: 651 shares; 2025Q2: 622 shares; 2025Q3: 630 shares; 2025Q4: 829 shares; 2026Q1: 982 shares 982 $587K 0.06% +153 Timeline EWY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 4,250 shares; 2026Q1: 4,735 shares 4,735 $582K 0.06% +485 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: restricted; 2024Q4: 5,271 shares; 2025Q1: 4,408 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,690 shares; 2026Q1: 4,680 shares 4,680 $582K 0.06% -10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,720 shares 1,720 $581K 0.06% +482 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: restricted; 2024Q4: 5,957 shares; 2025Q1: 5,982 shares; 2025Q2: 5,947 shares; 2025Q3: 4,826 shares; 2025Q4: 4,836 shares; 2026Q1: 4,836 shares 4,836 $547K 0.06% 0 Timeline SUSL 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: restricted; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,813 shares; 2025Q3: 3,398 shares; 2025Q4: 4,821 shares; 2026Q1: 4,774 shares 4,774 $542K 0.06% -47 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: restricted; 2024Q4: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 11,607 shares; 2025Q4: 11,607 shares; 2026Q1: 11,607 shares 11,607 $537K 0.06% 0 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: restricted; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,718 shares; 2025Q4: 2,639 shares; 2026Q1: 2,740 shares 2,740 $526K 0.05% +101 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: restricted; 2024Q4: 4,728 shares; 2025Q1: 4,838 shares; 2025Q2: 5,155 shares; 2025Q3: 6,929 shares; 2025Q4: 8,072 shares; 2026Q1: 7,769 shares 7,769 $525K 0.05% -303 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 606 shares; 2025Q4: 731 shares; 2026Q1: 733 shares 733 $519K 0.05% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,280 shares 1,280 $502K 0.05% +134 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 691 shares; 2025Q2: 791 shares; 2025Q3: 1,062 shares; 2025Q4: 1,097 shares; 2026Q1: 1,146 shares 1,146 $501K 0.05% +49 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: restricted; 2024Q4: 1,830 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,860 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares 3,720 $494K 0.05% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,938 shares; 2026Q1: 18,938 shares 18,938 $465K 0.05% 0 Timeline FDVV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,807 shares; 2025Q3: 8,379 shares; 2025Q4: 8,374 shares; 2026Q1: 8,381 shares 8,381 $463K 0.05% +7 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,500 shares; 2026Q1: 52,500 shares 52,500 $455K 0.05% 0 Timeline IEI 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: restricted; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 3,244 shares; 2025Q3: 2,860 shares; 2025Q4: 4,648 shares; 2026Q1: 3,788 shares 3,788 $449K 0.05% -860 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: restricted; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares 2,880 $448K 0.05% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,278 shares; 2025Q4: 16,457 shares; 2026Q1: 8,840 shares 8,840 $447K 0.05% -7,617 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $447K 0.05% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,530 shares; 2026Q1: 4,744 shares 4,744 $432K 0.04% +1,214 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: restricted; 2024Q4: 1,419 shares; 2025Q1: 1,439 shares; 2025Q2: 1,738 shares; 2025Q3: 1,710 shares; 2025Q4: 1,745 shares; 2026Q1: 1,759 shares 1,759 $426K 0.04% +14 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $417K 0.04% 0 Timeline VLUE 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: restricted; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares 2,769 $394K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 2,430 shares; 2026Q1: 2,536 shares 2,536 $387K 0.04% +106 Timeline EWG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,490 shares; 2026Q1: 9,652 shares 9,652 $383K 0.04% +2,162 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: restricted; 2024Q4: 885 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 868 shares; 2026Q1: 868 shares 868 $370K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,691 shares; 2025Q1: 1,669 shares; 2025Q2: 1,874 shares; 2025Q3: 1,876 shares; 2025Q4: 1,826 shares; 2026Q1: 1,833 shares 1,833 $365K 0.04% +7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 1,272 shares; 2026Q1: 1,268 shares 1,268 $364K 0.04% -4 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: restricted; 2024Q4: 8,329 shares; 2025Q1: 2,464 shares; 2025Q2: 2,564 shares; 2025Q3: 2,561 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares 2,489 $361K 0.04% 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: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,686 shares; 2025Q2: 3,565 shares; 2025Q3: 2,534 shares; 2025Q4: 2,758 shares; 2026Q1: 2,182 shares 2,182 $359K 0.04% -576 Timeline INDA 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: restricted; 2024Q4: 5,473 shares; 2025Q1: 5,196 shares; 2025Q2: 5,581 shares; 2025Q3: 6,094 shares; 2025Q4: 7,425 shares; 2026Q1: 7,645 shares 7,645 $358K 0.04% +220 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 1,285 shares; 2026Q1: 1,260 shares 1,260 $358K 0.04% -25 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 2,700 shares 2,700 $348K 0.04% -20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares 3,496 $340K 0.04% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,798 shares; 2026Q1: 15,146 shares 15,146 $336K 0.03% +348 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,813 shares; 2025Q1: 18,504 shares; 2025Q2: 18,458 shares; 2025Q3: 14,964 shares; 2025Q4: 3,136 shares; 2026Q1: 1,550 shares 1,550 $336K 0.03% -1,586 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: restricted; 2024Q4: 3,394 shares; 2025Q1: 3,384 shares; 2025Q2: 3,681 shares; 2025Q3: 4,063 shares; 2025Q4: 4,733 shares; 2026Q1: 3,415 shares 3,415 $332K 0.03% -1,318 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: 374 shares 374 $326K 0.03% -17 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: restricted; 2024Q4: 3,533 shares; 2025Q1: 3,468 shares; 2025Q2: 3,469 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044 $322K 0.03% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,828 shares; 2025Q1: 11,828 shares; 2025Q2: 11,828 shares; 2025Q3: 21,980 shares; 2025Q4: 21,980 shares; 2026Q1: 21,980 shares 21,980 $320K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares 1,981 $312K 0.03% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 3,261 shares; 2026Q1: 3,346 shares 3,346 $304K 0.03% +85 Timeline EWA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,868 shares; 2026Q1: 10,817 shares 10,817 $300K 0.03% +949 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218 $297K 0.03% new Timeline TOUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,750 shares; 2025Q3: 8,605 shares; 2025Q4: 8,605 shares; 2026Q1: 8,605 shares 8,605 $297K 0.03% 0 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: restricted; 2024Q4: 35,176 shares; 2025Q1: 22,237 shares; 2025Q2: 23,430 shares; 2025Q3: 22,783 shares; 2025Q4: 24,655 shares; 2026Q1: 10,443 shares 10,443 $293K 0.03% -14,212 Timeline EWU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,747 shares; 2026Q1: 6,418 shares 6,418 $292K 0.03% +671 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: restricted; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 350 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 345 shares 345 $292K 0.03% -4 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $291K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares; 2026Q1: 2,560 shares 2,560 $285K 0.03% +602 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: restricted; 2024Q4: 861 shares; 2025Q1: 886 shares; 2025Q2: 896 shares; 2025Q3: 895 shares; 2025Q4: 918 shares; 2026Q1: 935 shares 935 $283K 0.03% +17 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,619 shares; 2025Q3: 6,167 shares; 2025Q4: 7,187 shares; 2026Q1: 7,292 shares 7,292 $280K 0.03% +105 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,067 shares; 2026Q1: 6,098 shares 6,098 $277K 0.03% +31 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares 1,915 $274K 0.03% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,065 shares; 2025Q1: 3,078 shares; 2025Q2: 2,281 shares; 2025Q3: 2,238 shares; 2025Q4: 2,236 shares; 2026Q1: 1,872 shares 1,872 $273K 0.03% -364 Timeline ESGD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,792 shares; 2026Q1: 2,817 shares 2,817 $269K 0.03% +25 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: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,481 shares; 2025Q2: 1,397 shares; 2025Q3: 1,387 shares; 2025Q4: 1,489 shares; 2026Q1: 1,678 shares 1,678 $269K 0.03% +189 Timeline SMLF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 4,004 shares; 2026Q1: 3,513 shares 3,513 $265K 0.03% -491 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: restricted; 2024Q4: 515 shares; 2025Q1: 569 shares; 2025Q2: 526 shares; 2025Q3: 524 shares; 2025Q4: 517 shares; 2026Q1: 521 shares 521 $258K 0.03% +4 Timeline DLN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares 2,882 $257K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 1,579 shares; 2026Q1: 1,603 shares 1,603 $256K 0.03% +24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares; 2026Q1: 2,128 shares 2,128 $252K 0.03% +2 Timeline IMTB 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: restricted; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares; 2026Q1: 5,756 shares 5,756 $252K 0.03% 0 Timeline EWC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,492 shares; 2026Q1: 4,535 shares 4,535 $248K 0.03% +43 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,313 shares; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 5,913 shares; 2025Q4: 5,923 shares; 2026Q1: 5,323 shares 5,323 $248K 0.03% -600 Timeline EWT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,464 shares 3,464 $246K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,127 shares; 2026Q1: 1,186 shares 1,186 $241K 0.03% +59 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,115 shares; 2025Q1: 3,865 shares; 2025Q2: 3,365 shares; 2025Q3: 3,115 shares; 2025Q4: not reported; 2026Q1: 3,316 shares 3,316 $240K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 4,992 shares 4,992 $234K 0.02% +52 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,586 shares; 2025Q4: 3,586 shares; 2026Q1: 3,212 shares 3,212 $231K 0.02% -374 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,345 shares; 2026Q1: 43,345 shares 43,345 $231K 0.02% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,770 shares; 2025Q3: 7,770 shares; 2025Q4: 7,770 shares; 2026Q1: 7,770 shares 7,770 $228K 0.02% 0 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: restricted; 2024Q4: 1,859 shares; 2025Q1: 1,921 shares; 2025Q2: 2,073 shares; 2025Q3: not reported; 2025Q4: 932 shares; 2026Q1: 918 shares 918 $223K 0.02% -14 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $223K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $223K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares; 2026Q1: 1,934 shares 1,934 $219K 0.02% +32 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: restricted; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,181 shares; 2025Q4: 1,182 shares; 2026Q1: 1,200 shares 1,200 $218K 0.02% +18 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449 shares 449 $218K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,058 shares; 2025Q3: 4,064 shares; 2025Q4: 4,014 shares; 2026Q1: 2,937 shares 2,937 $216K 0.02% -1,077 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,498 shares; 2025Q1: 3,323 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares 2,604 $214K 0.02% 0 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: restricted; 2024Q4: 14,712 shares; 2025Q1: 6,103 shares; 2025Q2: 5,204 shares; 2025Q3: 5,000 shares; 2025Q4: 5,320 shares; 2026Q1: 1,701 shares 1,701 $206K 0.02% -3,619 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,304 shares; 2026Q1: 3,204 shares 3,204 $205K 0.02% -100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,724 shares 2,724 $203K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares 2,778 $202K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,687 shares; 2025Q3: 17,633 shares; 2025Q4: 17,633 shares; 2026Q1: 14,563 shares 14,563 $168K 0.02% -3,070 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,073 shares; 2025Q1: 10,073 shares; 2025Q2: not reported; 2025Q3: 11,762 shares; 2025Q4: 14,735 shares; 2026Q1: 14,289 shares 14,289 $115K 0.01% -446 Timeline FLUX FLUX PWR HLDGS INC More: the full row for FLUX PWR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,166 shares; 2026Q1: 39,000 shares 39,000 $41.7K <0.01% -19,166 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,165 shares 10,165 $21.6K <0.01% new Timeline