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: 1,449,565 shares; 2024Q4: 1,451,374 shares; 2025Q1: 1,437,632 shares; 2025Q2: 1,610,784 shares; 2025Q3: 1,603,631 shares; 2025Q4: 2,511,871 shares; 2026Q1: 2,555,957 shares 2,555,957 $764M 50.86% +44,086 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: 2,350,553 shares; 2024Q4: 2,244,664 shares; 2025Q1: 2,323,538 shares; 2025Q2: 2,482,065 shares; 2025Q3: 2,480,815 shares; 2025Q4: 3,658,192 shares; 2026Q1: 3,654,573 shares 3,654,573 $234M 15.59% -3,619 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: 1,274,938 shares; 2024Q4: 1,263,290 shares; 2025Q1: 1,314,448 shares; 2025Q2: 1,405,525 shares; 2025Q3: 1,464,924 shares; 2025Q4: 2,201,823 shares; 2026Q1: 2,133,041 shares 2,133,041 $115M 7.68% -68,782 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: 193,449 shares; 2024Q4: 181,053 shares; 2025Q1: 179,092 shares; 2025Q2: 175,016 shares; 2025Q3: 180,615 shares; 2025Q4: 169,315 shares; 2026Q1: 154,167 shares 154,167 $49.5M 3.29% -15,148 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: 112,573 shares; 2024Q4: 108,009 shares; 2025Q1: 115,052 shares; 2025Q2: 111,421 shares; 2025Q3: 114,106 shares; 2025Q4: 172,775 shares; 2026Q1: 164,577 shares 164,577 $43.1M 2.87% -8,198 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: 1,109,247 shares; 2024Q4: 892,224 shares; 2025Q1: 878,431 shares; 2025Q2: 765,246 shares; 2025Q3: 791,102 shares; 2025Q4: 741,684 shares; 2026Q1: 604,360 shares 604,360 $28.2M 1.88% -137,324 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: 131,091 shares; 2024Q4: 125,144 shares; 2025Q1: 122,738 shares; 2025Q2: 128,681 shares; 2025Q3: 133,175 shares; 2025Q4: 211,364 shares; 2026Q1: 209,248 shares 209,248 $18.6M 1.24% -2,116 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603,250 shares; 2024Q4: 1,682,738 shares; 2025Q1: 1,576,797 shares; 2025Q2: 826,061 shares; 2025Q3: 664,934 shares; 2025Q4: 966,809 shares; 2026Q1: 948,117 shares 948,117 $16.4M 1.09% -18,692 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: 46,834 shares; 2024Q4: 507,309 shares; 2025Q1: 509,068 shares; 2025Q2: 502,945 shares; 2025Q3: 502,945 shares; 2025Q4: 646,379 shares; 2026Q1: 646,762 shares 646,762 $16M 1.07% +383 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: 3,513 shares; 2024Q4: 3,263 shares; 2025Q1: 3,300 shares; 2025Q2: 3,294 shares; 2025Q3: 2,456 shares; 2025Q4: 21,570 shares; 2026Q1: 18,671 shares 18,671 $12.1M 0.81% -2,899 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: 3,311 shares; 2024Q4: 3,164 shares; 2025Q1: 19,464 shares; 2025Q2: 14,740 shares; 2025Q3: 15,544 shares; 2025Q4: 23,254 shares; 2026Q1: 40,296 shares 40,296 $10.2M 0.68% +17,042 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: 4,923 shares; 2024Q4: 72,612 shares; 2025Q1: 75,544 shares; 2025Q2: 64,995 shares; 2025Q3: 64,995 shares; 2025Q4: 83,659 shares; 2026Q1: 67,703 shares 67,703 $9.87M 0.66% -15,956 Timeline MINT 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: 678,517 shares; 2024Q4: 875,294 shares; 2025Q1: 1,625,057 shares; 2025Q2: 1,618,365 shares; 2025Q3: 1,285,625 shares; 2025Q4: 1,199,071 shares; 2026Q1: 91,096 shares 91,096 $9.16M 0.61% -1,107,975 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: 41,356 shares; 2024Q4: 128,344 shares; 2025Q1: 128,587 shares; 2025Q2: 100,598 shares; 2025Q3: 100,598 shares; 2025Q4: 251,219 shares; 2026Q1: 303,852 shares 303,852 $7.79M 0.52% +52,633 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: 1,545 shares; 2024Q4: 1,968 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 5,316 shares; 2025Q4: 8,469 shares; 2026Q1: 9,462 shares 9,462 $6.18M 0.41% +993 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: 25,211 shares; 2024Q4: 206,794 shares; 2025Q1: 188,537 shares; 2025Q2: 154,355 shares; 2025Q3: 154,355 shares; 2025Q4: 191,573 shares; 2026Q1: 186,632 shares 186,632 $6.15M 0.41% -4,941 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 414,500 shares; 2026Q1: 414,560 shares 414,560 $6.1M 0.41% +60 Timeline EEMS 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: 115,981 shares; 2024Q4: 88,129 shares; 2025Q1: 63,096 shares; 2025Q2: 62,680 shares; 2025Q3: 62,879 shares; 2025Q4: 91,039 shares; 2026Q1: 84,781 shares 84,781 $5.87M 0.39% -6,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,174 shares; 2026Q1: 191,790 shares 191,790 $5.59M 0.37% +139,616 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: not reported; 2024Q4: not reported; 2025Q1: 9,143 shares; 2025Q2: 2,685 shares; 2025Q3: 7,445 shares; 2025Q4: 48,178 shares; 2026Q1: 30,437 shares 30,437 $5.31M 0.35% -17,741 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: not reported; 2024Q4: not reported; 2025Q1: 8,443 shares; 2025Q2: 5,656 shares; 2025Q3: 5,817 shares; 2025Q4: 7,309 shares; 2026Q1: 14,066 shares 14,066 $5.21M 0.35% +6,757 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 8,256 shares; 2025Q2: 2,005 shares; 2025Q3: 3,941 shares; 2025Q4: 5,332 shares; 2026Q1: 13,936 shares 13,936 $4.01M 0.27% +8,604 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,300 shares; 2025Q1: 10,667 shares; 2025Q2: 9,500 shares; 2025Q3: 9,620 shares; 2025Q4: 11,444 shares; 2026Q1: 12,737 shares 12,737 $3.65M 0.24% +1,293 Timeline SCHO 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: 14,176 shares; 2024Q4: 108,068 shares; 2025Q1: 103,188 shares; 2025Q2: 102,076 shares; 2025Q3: 102,472 shares; 2025Q4: 168,497 shares; 2026Q1: 148,256 shares 148,256 $3.6M 0.24% -20,241 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: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 6,077 shares 6,077 $3.51M 0.23% +427 Timeline EWX 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: 97,436 shares; 2024Q4: 77,040 shares; 2025Q1: 61,315 shares; 2025Q2: 49,483 shares; 2025Q3: 48,422 shares; 2025Q4: 60,964 shares; 2026Q1: 52,943 shares 52,943 $3.5M 0.23% -8,021 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: not reported; 2024Q4: not reported; 2025Q1: 5,634 shares; 2025Q2: 2,101 shares; 2025Q3: 1,938 shares; 2025Q4: 7,549 shares; 2026Q1: 15,530 shares 15,530 $3.23M 0.22% +7,981 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,091 shares; 2026Q1: 25,118 shares 25,118 $3.05M 0.2% +27 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 6 shares; 2026Q1: 4 shares 4 $2.87M 0.19% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,220 shares 90,220 $2.75M 0.18% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,276 shares; 2026Q1: 12,321 shares 12,321 $2.63M 0.18% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,319 shares; 2026Q1: 7,331 shares 7,331 $2.61M 0.17% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,668 shares; 2026Q1: 6,959 shares 6,959 $2.59M 0.17% +4,291 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS 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: 68,900 shares 68,900 $2.55M 0.17% new Timeline SCHR 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: 8,975 shares; 2024Q4: 18,175 shares; 2025Q1: 18,352 shares; 2025Q2: 19,216 shares; 2025Q3: 26,316 shares; 2025Q4: 83,767 shares; 2026Q1: 93,394 shares 93,394 $2.33M 0.15% +9,627 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: 9,856 shares; 2024Q4: 91,960 shares; 2025Q1: 67,942 shares; 2025Q2: 33,556 shares; 2025Q3: 29,903 shares; 2025Q4: 46,752 shares; 2026Q1: 50,560 shares 50,560 $2.29M 0.15% +3,808 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: 14,055 shares; 2024Q4: 72,622 shares; 2025Q1: 33,587 shares; 2025Q2: 22,178 shares; 2025Q3: 21,829 shares; 2025Q4: 46,185 shares; 2026Q1: 47,080 shares 47,080 $2.26M 0.15% +895 Timeline SCHH 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: 79,950 shares; 2024Q4: 105,772 shares; 2025Q1: 106,666 shares; 2025Q2: 85,667 shares; 2025Q3: 85,667 shares; 2025Q4: 129,006 shares; 2026Q1: 101,221 shares 101,221 $2.18M 0.14% -27,785 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: 7,795 shares; 2024Q4: 7,795 shares; 2025Q1: 9,327 shares; 2025Q2: 8,829 shares; 2025Q3: 9,975 shares; 2025Q4: 9,262 shares; 2026Q1: 12,768 shares 12,768 $2.17M 0.14% +3,506 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: not reported; 2024Q4: not reported; 2025Q1: 2,729 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 3,216 shares; 2026Q1: 5,758 shares 5,758 $1.69M 0.11% +2,542 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: 15,732 shares; 2024Q4: 16,380 shares; 2025Q1: 16,380 shares; 2025Q2: 16,380 shares; 2025Q3: 16,380 shares; 2025Q4: 17,190 shares; 2026Q1: 17,190 shares 17,190 $1.64M 0.11% 0 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: 5,639 shares; 2024Q4: 3,467 shares; 2025Q1: 8,381 shares; 2025Q2: 8,381 shares; 2025Q3: 8,624 shares; 2025Q4: 18,313 shares; 2026Q1: 17,327 shares 17,327 $1.57M 0.1% -986 Timeline TTEC TTEC HLDGS INC More: the full row for TTEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,950 shares; 2025Q4: 122,113 shares; 2026Q1: 625,764 shares 625,764 $1.56M 0.1% +503,651 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: 523 shares; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: 7,572 shares; 2025Q3: 1,706 shares; 2025Q4: 2,571 shares; 2026Q1: 2,560 shares 2,560 $1.53M 0.1% -11 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: not reported; 2024Q4: not reported; 2025Q1: 2,449 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 4,383 shares; 2026Q1: 6,992 shares 6,992 $1.52M 0.1% +2,609 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: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,089 shares; 2026Q1: 4,693 shares 4,693 $1.45M 0.1% +3,604 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: not reported; 2024Q4: not reported; 2025Q1: 1,133 shares; 2025Q2: 502 shares; 2025Q3: 835 shares; 2025Q4: 1,357 shares; 2026Q1: 2,458 shares 2,458 $1.41M 0.09% +1,101 Timeline BGRN 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: 14,041 shares; 2024Q4: 14,039 shares; 2025Q1: 14,028 shares; 2025Q2: 14,028 shares; 2025Q3: 14,028 shares; 2025Q4: 16,340 shares; 2026Q1: 29,304 shares 29,304 $1.39M 0.09% +12,964 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: 7,980 shares; 2024Q4: 27,700 shares; 2025Q1: 24,708 shares; 2025Q2: 18,373 shares; 2025Q3: 18,373 shares; 2025Q4: 26,483 shares; 2026Q1: 26,316 shares 26,316 $1.26M 0.08% -167 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,649 shares; 2025Q1: 4,337 shares; 2025Q2: 3,669 shares; 2025Q3: 3,677 shares; 2025Q4: 3,814 shares; 2026Q1: 4,722 shares 4,722 $1.26M 0.08% +908 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,515 shares; 2025Q4: 77,259 shares; 2026Q1: 49,875 shares 49,875 $1.18M 0.08% -27,384 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: 2,132 shares; 2024Q4: 1,861 shares; 2025Q1: 1,790 shares; 2025Q2: 1,692 shares; 2025Q3: 1,803 shares; 2025Q4: 1,931 shares; 2026Q1: 2,361 shares 2,361 $1.13M 0.08% +430 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,418 shares 45,418 $1.06M 0.07% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,263 shares; 2025Q2: 1,085 shares; 2025Q3: 1,512 shares; 2025Q4: 2,525 shares; 2026Q1: 3,454 shares 3,454 $1.04M 0.07% +929 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: not reported; 2024Q4: not reported; 2025Q1: 2,004 shares; 2025Q2: 1,966 shares; 2025Q3: 1,250 shares; 2025Q4: 1,414 shares; 2026Q1: 4,050 shares 4,050 $990K 0.07% +2,636 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,233 shares; 2025Q2: 2,150 shares; 2025Q3: 2,948 shares; 2025Q4: 2,311 shares; 2026Q1: 7,022 shares 7,022 $979K 0.07% +4,711 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 18,311 shares; 2026Q1: 18,311 shares 18,311 $971K 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 2,237 shares; 2025Q3: 5,043 shares; 2025Q4: 3,049 shares; 2026Q1: 7,739 shares 7,739 $962K 0.06% +4,690 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,224 shares 2,224 $957K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,859 shares; 2025Q2: 3,447 shares; 2025Q3: 3,866 shares; 2025Q4: 3,566 shares; 2026Q1: 7,731 shares 7,731 $930K 0.06% +4,165 Timeline ICLN 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: 49,274 shares 49,274 $901K 0.06% new 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: not reported; 2024Q4: 8,535 shares; 2025Q1: 11,769 shares; 2025Q2: 11,455 shares; 2025Q3: 11,455 shares; 2025Q4: 11,633 shares; 2026Q1: 12,051 shares 12,051 $898K 0.06% +418 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: not reported; 2024Q4: not reported; 2025Q1: 5,080 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,340 shares; 2026Q1: 6,729 shares 6,729 $867K 0.06% +2,389 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,655 shares; 2026Q1: 22,191 shares 22,191 $840K 0.06% +1,536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,760 shares 1,760 $811K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,481 shares; 2026Q1: 10,414 shares 10,414 $792K 0.05% +2,933 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 769 shares 769 $754K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,560 shares 4,560 $731K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 200 shares; 2026Q1: 787 shares 787 $724K 0.05% +587 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 2,765 shares; 2026Q1: 1,617 shares 1,617 $706K 0.05% -1,148 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,062 shares 12,062 $688K 0.05% new Timeline TIP 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: 5,906 shares; 2025Q2: 5,906 shares; 2025Q3: 5,906 shares; 2025Q4: 5,906 shares; 2026Q1: 5,906 shares 5,906 $652K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $651K 0.04% 0 Timeline SGOV 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: 3,732 shares; 2026Q1: 6,413 shares 6,413 $646K 0.04% +2,681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares; 2026Q1: 3,287 shares 3,287 $645K 0.04% -456 Timeline SCZ 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: 8,535 shares; 2025Q2: 8,535 shares; 2025Q3: 8,014 shares; 2025Q4: 8,014 shares; 2026Q1: 8,172 shares 8,172 $641K 0.04% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares 1,910 $623K 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 12,253 shares 12,253 $617K 0.04% +1,543 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,376 shares 15,376 $606K 0.04% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,719 shares 8,719 $595K 0.04% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,089 shares; 2024Q4: 15,089 shares; 2025Q1: 15,089 shares; 2025Q2: 15,089 shares; 2025Q3: 15,089 shares; 2025Q4: 15,089 shares; 2026Q1: 15,089 shares 15,089 $586K 0.04% 0 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: not reported; 2026Q1: 2,331 shares 2,331 $580K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 1,595 shares; 2025Q3: 1,645 shares; 2025Q4: 1,710 shares; 2026Q1: 3,662 shares 3,662 $576K 0.04% +1,952 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,598 shares 4,598 $565K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares 1,660 $561K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,327 shares 1,327 $553K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,099 shares; 2025Q4: not reported; 2026Q1: 5,917 shares 5,917 $550K 0.04% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 11,415 shares; 2025Q1: 11,415 shares; 2025Q2: 11,415 shares; 2025Q3: 11,415 shares; 2025Q4: 11,415 shares; 2026Q1: 11,415 shares 11,415 $537K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,433 shares; 2026Q1: 2,601 shares 2,601 $529K 0.04% +1,168 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: not reported; 2024Q4: not reported; 2025Q1: 4,151 shares; 2025Q2: 2,771 shares; 2025Q3: 1,721 shares; 2025Q4: 2,873 shares; 2026Q1: 2,747 shares 2,747 $527K 0.04% -126 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares 1,052 $522K 0.03% new Timeline ACWI 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: 3,653 shares; 2026Q1: 3,653 shares 3,653 $505K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares 883 $496K 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,038 shares; 2026Q1: 2,879 shares 2,879 $476K 0.03% +841 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,519 shares; 2026Q1: 4,188 shares 4,188 $474K 0.03% -331 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,727 shares; 2025Q2: 1,908 shares; 2025Q3: 1,929 shares; 2025Q4: 2,299 shares; 2026Q1: 3,189 shares 3,189 $469K 0.03% +890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 770 shares 770 $465K 0.03% +330 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 409 shares; 2026Q1: 533 shares 533 $451K 0.03% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares 615 $436K 0.03% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,530 shares 5,530 $429K 0.03% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,518 shares 4,518 $428K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,929 shares; 2025Q2: 8,536 shares; 2025Q3: 8,536 shares; 2025Q4: 8,536 shares; 2026Q1: 8,536 shares 8,536 $426K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,055 shares; 2025Q3: 1,080 shares; 2025Q4: 1,071 shares; 2026Q1: 2,169 shares 2,169 $411K 0.03% +1,098 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 4,466 shares 4,466 $404K 0.03% +923 Timeline PBD 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: 53,192 shares; 2024Q4: 18,781 shares; 2025Q1: 18,781 shares; 2025Q2: 18,781 shares; 2025Q3: 18,781 shares; 2025Q4: 22,306 shares; 2026Q1: 22,306 shares 22,306 $400K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,743 shares; 2025Q3: not reported; 2025Q4: 2,411 shares; 2026Q1: 4,147 shares 4,147 $400K 0.03% +1,736 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,494 shares 270,494 $392K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,472 shares; 2026Q1: 4,172 shares 4,172 $391K 0.03% -300 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,619 shares 4,619 $390K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,336 shares; 2026Q1: 3,992 shares 3,992 $384K 0.03% +1,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,926 shares 3,926 $379K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,342 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares 3,695 $372K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,858 shares 1,858 $358K 0.02% +448 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,094 shares 108,094 $358K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,077 shares; 2026Q1: 1,549 shares 1,549 $350K 0.02% +472 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: not reported; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: not reported; 2026Q1: 1,052 shares 1,052 $346K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,349 shares 3,349 $344K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,188 shares; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: not reported; 2026Q1: 2,368 shares 2,368 $342K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,275 shares; 2026Q1: 1,313 shares 1,313 $342K 0.02% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,328 shares; 2026Q1: 2,966 shares 2,966 $341K 0.02% +638 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $337K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 933 shares 933 $334K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251 $332K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,168 shares 1,168 $331K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,206 shares 2,206 $323K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares; 2026Q1: 3,469 shares 3,469 $323K 0.02% +284 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,973 shares 4,973 $321K 0.02% new 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: 13,829 shares; 2026Q1: 13,829 shares 13,829 $317K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,893 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,367 shares; 2026Q1: 1,734 shares 1,734 $316K 0.02% +367 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: not reported; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,521 shares; 2026Q1: 4,527 shares 4,527 $316K 0.02% -994 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares 1,685 $315K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 855 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 721 shares; 2026Q1: 893 shares 893 $314K 0.02% +172 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: not reported; 2024Q4: not reported; 2025Q1: 2,631 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,351 shares; 2026Q1: 2,584 shares 2,584 $313K 0.02% +233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,006 shares 1,006 $313K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,252 shares 1,252 $310K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares 1,545 $306K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $305K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,201 shares; 2026Q1: 1,839 shares 1,839 $303K 0.02% +638 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,712 shares 1,712 $301K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,595 shares; 2026Q1: 10,152 shares 10,152 $295K 0.02% +1,557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $294K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,532 shares 4,532 $291K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares 898 $286K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 835 shares 835 $282K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $280K 0.02% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: not reported; 2026Q1: 273 shares 273 $272K 0.02% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,706 shares 1,706 $270K 0.02% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,850 shares 7,850 $270K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,935 shares; 2025Q4: not reported; 2026Q1: 9,149 shares 9,149 $265K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635 $261K 0.02% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,837 shares 4,837 $258K 0.02% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 3,776 shares 3,776 $255K 0.02% -49 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,988 shares 2,988 $255K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $251K 0.02% new Timeline CRH CRH PLC More: the full row for CRH 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: 2,338 shares 2,338 $246K 0.02% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,036 shares 5,036 $246K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $244K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $243K 0.02% new Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares 5,436 $242K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 839 shares 839 $238K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $237K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares 870 $235K 0.02% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,305 shares 1,305 $235K 0.02% +15 Timeline VIOO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares; 2026Q1: 1,987 shares 1,987 $228K 0.02% -73 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,424 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $228K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,456 shares 1,456 $226K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: not reported; 2025Q3: 2,480 shares; 2025Q4: not reported; 2026Q1: 3,196 shares 3,196 $226K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 321 shares 321 $224K 0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares 812 $220K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,790 shares; 2026Q1: 1,971 shares 1,971 $220K 0.01% +181 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 613 shares 613 $218K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 753 shares 753 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,796 shares; 2025Q2: not reported; 2025Q3: 1,602 shares; 2025Q4: 1,776 shares; 2026Q1: 1,836 shares 1,836 $218K 0.01% +60 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares 633 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,669 shares; 2026Q1: 3,669 shares 3,669 $215K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,276 shares 4,276 $215K 0.01% new Timeline VOOV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,040 shares 1,040 $212K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,175 shares; 2026Q1: 3,108 shares 3,108 $210K 0.01% -2,067 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,089 shares 17,089 $210K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598 shares 1,598 $209K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 684 shares 684 $202K 0.01% new Timeline PSO PEARSON PLC More: the full row for PEARSON 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: 12,004 shares 12,004 $158K 0.01% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 31,942 shares; 2026Q1: 31,942 shares 31,942 $97.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 29,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,504 shares 17,504 $37.1K <0.01% new Timeline