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: 99,772 shares; 2024Q4: 98,314 shares; 2025Q1: 97,457 shares; 2025Q2: 99,061 shares; 2025Q3: 97,691 shares; 2025Q4: 97,145 shares; 2026Q1: 103,472 shares 103,472 $26.3M 4.67% +6,327 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,265 shares; 2024Q4: 296,917 shares; 2025Q1: 304,163 shares; 2025Q2: 321,079 shares; 2025Q3: 321,756 shares; 2025Q4: 320,216 shares; 2026Q1: 321,335 shares 321,335 $21.8M 3.89% +1,119 Timeline DNL 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: 427,371 shares; 2024Q4: 435,694 shares; 2025Q1: 433,198 shares; 2025Q2: 432,721 shares; 2025Q3: 452,732 shares; 2025Q4: 452,211 shares; 2026Q1: 462,832 shares 462,832 $18.7M 3.33% +10,621 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: 521,422 shares; 2024Q4: 530,653 shares; 2025Q1: 602,524 shares; 2025Q2: 608,341 shares; 2025Q3: 674,319 shares; 2025Q4: 705,441 shares; 2026Q1: 773,330 shares 773,330 $17.7M 3.15% +67,889 Timeline SLYV 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: 160,801 shares; 2024Q4: 162,646 shares; 2025Q1: 158,733 shares; 2025Q2: 187,926 shares; 2025Q3: 187,938 shares; 2025Q4: 181,670 shares; 2026Q1: 183,039 shares 183,039 $17.3M 3.08% +1,369 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 316,886 shares; 2025Q2: 255,510 shares; 2025Q3: 275,444 shares; 2025Q4: 284,006 shares; 2026Q1: 288,039 shares 288,039 $16.7M 2.98% +4,033 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,748 shares; 2024Q4: 386,146 shares; 2025Q1: 414,260 shares; 2025Q2: 412,741 shares; 2025Q3: 415,309 shares; 2025Q4: 411,757 shares; 2026Q1: 410,356 shares 410,356 $13.9M 2.47% -1,401 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: 29,568 shares; 2024Q4: 28,668 shares; 2025Q1: 28,486 shares; 2025Q2: 28,453 shares; 2025Q3: 27,550 shares; 2025Q4: 27,711 shares; 2026Q1: 28,671 shares 28,671 $10.6M 1.89% +960 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: 85,132 shares; 2024Q4: 83,575 shares; 2025Q1: 83,372 shares; 2025Q2: 81,672 shares; 2025Q3: 78,799 shares; 2025Q4: 79,902 shares; 2026Q1: 89,980 shares 89,980 $10M 1.78% +10,078 Timeline FICS 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: 156,166 shares; 2024Q4: 163,918 shares; 2025Q1: 192,212 shares; 2025Q2: 223,002 shares; 2025Q3: 234,178 shares; 2025Q4: 247,020 shares; 2026Q1: 249,690 shares 249,690 $9.75M 1.73% +2,670 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,207 shares; 2024Q4: 143,093 shares; 2025Q1: 142,130 shares; 2025Q2: 153,644 shares; 2025Q3: 152,149 shares; 2025Q4: 148,764 shares; 2026Q1: 151,991 shares 151,991 $8.6M 1.53% +3,227 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: 99,441 shares; 2024Q4: 98,357 shares; 2025Q1: 96,859 shares; 2025Q2: 99,949 shares; 2025Q3: 98,611 shares; 2025Q4: 94,629 shares; 2026Q1: 95,537 shares 95,537 $8.53M 1.52% +908 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,136 shares; 2024Q4: 273,666 shares; 2025Q1: 283,788 shares; 2025Q2: 283,788 shares; 2025Q3: 284,451 shares; 2025Q4: 308,789 shares; 2026Q1: 342,056 shares 342,056 $8.09M 1.44% +33,267 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,187 shares; 2024Q4: 83,241 shares; 2025Q1: 82,610 shares; 2025Q2: 83,466 shares; 2025Q3: 83,170 shares; 2025Q4: 77,454 shares; 2026Q1: 82,562 shares 82,562 $8.08M 1.44% +5,108 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: 50,652 shares; 2024Q4: 50,264 shares; 2025Q1: 49,252 shares; 2025Q2: 49,110 shares; 2025Q3: 48,924 shares; 2025Q4: 47,877 shares; 2026Q1: 47,375 shares 47,375 $8.04M 1.43% -502 Timeline SLYG 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: 86,053 shares; 2024Q4: 87,045 shares; 2025Q1: 84,958 shares; 2025Q2: 79,176 shares; 2025Q3: 82,206 shares; 2025Q4: 83,075 shares; 2026Q1: 83,127 shares 83,127 $8.03M 1.43% +52 Timeline JIG 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: 83,069 shares; 2024Q4: 94,758 shares; 2025Q1: 98,314 shares; 2025Q2: 98,344 shares; 2025Q3: 99,472 shares; 2025Q4: 100,095 shares; 2026Q1: 101,863 shares 101,863 $7.56M 1.35% +1,768 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968,389 shares; 2024Q4: 442,743 shares; 2025Q1: 424,465 shares; 2025Q2: 403,869 shares; 2025Q3: 420,900 shares; 2025Q4: 398,873 shares; 2026Q1: 395,547 shares 395,547 $7.52M 1.34% -3,326 Timeline SPTI 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: 235,951 shares; 2024Q4: 230,358 shares; 2025Q1: 239,598 shares; 2025Q2: 232,670 shares; 2025Q3: 229,835 shares; 2025Q4: 235,879 shares; 2026Q1: 237,741 shares 237,741 $6.81M 1.21% +1,862 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: 23,034 shares; 2024Q4: 23,095 shares; 2025Q1: 23,253 shares; 2025Q2: 23,233 shares; 2025Q3: 21,102 shares; 2025Q4: 21,595 shares; 2026Q1: 22,058 shares 22,058 $6.49M 1.15% +463 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: 24,685 shares; 2024Q4: 19,915 shares; 2025Q1: 19,915 shares; 2025Q2: 19,988 shares; 2025Q3: 19,852 shares; 2025Q4: 20,237 shares; 2026Q1: 20,475 shares 20,475 $6.34M 1.13% +238 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: 27,541 shares; 2024Q4: 28,440 shares; 2025Q1: 27,130 shares; 2025Q2: 24,527 shares; 2025Q3: 23,652 shares; 2025Q4: 23,805 shares; 2026Q1: 25,863 shares 25,863 $6.32M 1.13% +2,058 Timeline SPTS 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: 235,830 shares; 2024Q4: 228,893 shares; 2025Q1: 230,611 shares; 2025Q2: 221,237 shares; 2025Q3: 219,056 shares; 2025Q4: 210,613 shares; 2026Q1: 208,485 shares 208,485 $6.08M 1.08% -2,128 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: 31,310 shares; 2024Q4: 31,479 shares; 2025Q1: 32,764 shares; 2025Q2: 32,734 shares; 2025Q3: 34,154 shares; 2025Q4: 34,808 shares; 2026Q1: 33,674 shares 33,674 $5.87M 1.05% -1,134 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: 26,591 shares; 2024Q4: 26,586 shares; 2025Q1: 25,963 shares; 2025Q2: 25,906 shares; 2025Q3: 24,547 shares; 2025Q4: 25,236 shares; 2026Q1: 27,620 shares 27,620 $5.75M 1.02% +2,384 Timeline DES 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: 170,876 shares; 2024Q4: 171,719 shares; 2025Q1: 177,768 shares; 2025Q2: 167,354 shares; 2025Q3: 162,770 shares; 2025Q4: 161,793 shares; 2026Q1: 158,701 shares 158,701 $5.7M 1.02% -3,092 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: 16,638 shares; 2024Q4: 16,712 shares; 2025Q1: 16,824 shares; 2025Q2: 16,724 shares; 2025Q3: 16,940 shares; 2025Q4: 16,907 shares; 2026Q1: 17,366 shares 17,366 $4.99M 0.89% +459 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,287 shares; 2024Q4: 89,040 shares; 2025Q1: 98,205 shares; 2025Q2: 104,371 shares; 2025Q3: 102,256 shares; 2025Q4: 126,228 shares; 2026Q1: 193,618 shares 193,618 $4.57M 0.81% +67,390 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: 101,007 shares; 2024Q4: 100,268 shares; 2025Q1: 101,647 shares; 2025Q2: 92,229 shares; 2025Q3: 94,326 shares; 2025Q4: 94,015 shares; 2026Q1: 97,141 shares 97,141 $4.56M 0.81% +3,126 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,519 shares; 2024Q4: 45,783 shares; 2025Q1: 54,300 shares; 2025Q2: 53,606 shares; 2025Q3: 55,509 shares; 2025Q4: 60,293 shares; 2026Q1: 63,808 shares 63,808 $4.46M 0.79% +3,515 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: 10,599 shares; 2024Q4: 10,617 shares; 2025Q1: 10,568 shares; 2025Q2: 10,606 shares; 2025Q3: 10,409 shares; 2025Q4: 10,416 shares; 2026Q1: 10,416 shares 10,416 $4.44M 0.79% 0 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: 50,029 shares; 2024Q4: 49,705 shares; 2025Q1: 49,705 shares; 2025Q2: 50,066 shares; 2025Q3: 50,066 shares; 2025Q4: 45,878 shares; 2026Q1: 58,574 shares 58,574 $4.35M 0.78% +12,696 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,335 shares; 2025Q2: 47,552 shares; 2025Q3: 52,820 shares; 2025Q4: 66,800 shares; 2026Q1: 92,671 shares 92,671 $3.79M 0.68% +25,871 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: 15,300 shares; 2024Q4: 15,615 shares; 2025Q1: 16,027 shares; 2025Q2: 16,000 shares; 2025Q3: 15,862 shares; 2025Q4: 16,020 shares; 2026Q1: 16,553 shares 16,553 $3.6M 0.64% +533 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,855 shares; 2024Q4: 90,382 shares; 2025Q1: 94,418 shares; 2025Q2: 94,418 shares; 2025Q3: 99,533 shares; 2025Q4: 135,249 shares; 2026Q1: 177,413 shares 177,413 $3.46M 0.62% +42,164 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,599 shares; 2024Q4: 161,254 shares; 2025Q1: 176,214 shares; 2025Q2: 176,214 shares; 2025Q3: 179,024 shares; 2025Q4: 207,875 shares; 2026Q1: 146,720 shares 146,720 $3.43M 0.61% -61,155 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 725 shares; 2025Q1: 10,956 shares; 2025Q2: 17,057 shares; 2025Q3: 19,572 shares; 2025Q4: 25,062 shares; 2026Q1: 28,905 shares 28,905 $3.04M 0.54% +3,843 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: 25,677 shares; 2024Q4: 24,798 shares; 2025Q1: 24,838 shares; 2025Q2: 24,436 shares; 2025Q3: 25,227 shares; 2025Q4: 25,169 shares; 2026Q1: 25,212 shares 25,212 $3.03M 0.54% +43 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: 27,263 shares; 2024Q4: 21,486 shares; 2025Q1: 21,586 shares; 2025Q2: 21,683 shares; 2025Q3: 21,284 shares; 2025Q4: 19,700 shares; 2026Q1: 19,782 shares 19,782 $2.89M 0.52% +82 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: 26,018 shares; 2024Q4: 26,018 shares; 2025Q1: 26,097 shares; 2025Q2: 26,097 shares; 2025Q3: 26,073 shares; 2025Q4: 25,536 shares; 2026Q1: 25,536 shares 25,536 $2.89M 0.51% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,748 shares; 2025Q3: 10,455 shares; 2025Q4: 10,366 shares; 2026Q1: 10,359 shares 10,359 $2.76M 0.49% -7 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,440 shares; 2024Q4: 59,056 shares; 2025Q1: 62,276 shares; 2025Q2: 67,181 shares; 2025Q3: 70,991 shares; 2025Q4: 99,389 shares; 2026Q1: 136,541 shares 136,541 $2.68M 0.48% +37,152 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,682 shares; 2024Q4: 116,532 shares; 2025Q1: 116,532 shares; 2025Q2: 116,532 shares; 2025Q3: 119,392 shares; 2025Q4: 120,472 shares; 2026Q1: 110,776 shares 110,776 $2.55M 0.45% -9,696 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: 3,974 shares; 2024Q4: 3,946 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 4,244 shares; 2025Q4: 3,868 shares; 2026Q1: 3,868 shares 3,868 $2.53M 0.45% 0 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: 8,029 shares; 2024Q4: 8,029 shares; 2025Q1: 8,029 shares; 2025Q2: 8,017 shares; 2025Q3: 8,047 shares; 2025Q4: 8,017 shares; 2026Q1: 8,101 shares 8,101 $2.52M 0.45% +84 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,675 shares; 2024Q4: 116,725 shares; 2025Q1: 118,800 shares; 2025Q2: 118,800 shares; 2025Q3: 119,217 shares; 2025Q4: 126,590 shares; 2026Q1: 113,875 shares 113,875 $2.48M 0.44% -12,715 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: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,411 shares; 2025Q2: 4,524 shares; 2025Q3: 4,747 shares; 2025Q4: 4,746 shares; 2026Q1: 5,083 shares 5,083 $2.44M 0.43% +337 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: 4,535 shares; 2024Q4: 4,542 shares; 2025Q1: 4,581 shares; 2025Q2: 4,542 shares; 2025Q3: 5,260 shares; 2025Q4: 5,333 shares; 2026Q1: 5,527 shares 5,527 $2.41M 0.43% +194 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: 20,381 shares; 2024Q4: 17,991 shares; 2025Q1: 17,716 shares; 2025Q2: 17,352 shares; 2025Q3: 17,361 shares; 2025Q4: 17,345 shares; 2026Q1: 16,279 shares 16,279 $2.35M 0.42% -1,066 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,889 shares; 2024Q4: 118,889 shares; 2025Q1: 120,289 shares; 2025Q2: 121,289 shares; 2025Q3: 121,289 shares; 2025Q4: 124,289 shares; 2026Q1: 105,714 shares 105,714 $2.21M 0.39% -18,575 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: 7,460 shares; 2024Q4: 7,460 shares; 2025Q1: 7,420 shares; 2025Q2: 7,220 shares; 2025Q3: 7,329 shares; 2025Q4: 7,489 shares; 2026Q1: 7,680 shares 7,680 $2.2M 0.39% +191 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: 10,736 shares; 2024Q4: 10,525 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 10,523 shares; 2025Q4: 10,523 shares; 2026Q1: 10,781 shares 10,781 $2.19M 0.39% +258 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,740 shares; 2024Q4: 44,175 shares; 2025Q1: 45,805 shares; 2025Q2: 51,685 shares; 2025Q3: 54,115 shares; 2025Q4: 71,420 shares; 2026Q1: 105,332 shares 105,332 $2.15M 0.38% +33,912 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,828 shares; 2024Q4: 60,828 shares; 2025Q1: 60,828 shares; 2025Q2: 58,142 shares; 2025Q3: 58,142 shares; 2025Q4: 57,650 shares; 2026Q1: 50,082 shares 50,082 $2.09M 0.37% -7,568 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: 6,627 shares; 2024Q4: 6,516 shares; 2025Q1: 6,627 shares; 2025Q2: 7,818 shares; 2025Q3: 14,141 shares; 2025Q4: 14,141 shares; 2026Q1: 14,203 shares 14,203 $2.09M 0.37% +62 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: 8,218 shares; 2024Q4: 8,218 shares; 2025Q1: 7,982 shares; 2025Q2: 7,982 shares; 2025Q3: 9,404 shares; 2025Q4: 9,430 shares; 2026Q1: 9,793 shares 9,793 $2.03M 0.36% +363 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,403 shares; 2024Q4: 14,996 shares; 2025Q1: 18,083 shares; 2025Q2: 24,203 shares; 2025Q3: 29,410 shares; 2025Q4: 33,362 shares; 2026Q1: 36,467 shares 36,467 $2M 0.36% +3,105 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: 18,947 shares; 2024Q4: 18,789 shares; 2025Q1: 18,791 shares; 2025Q2: 18,794 shares; 2025Q3: 18,797 shares; 2025Q4: 18,799 shares; 2026Q1: 18,887 shares 18,887 $1.94M 0.35% +88 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: 942 shares; 2024Q4: 1,064 shares; 2025Q1: 1,676 shares; 2025Q2: 1,585 shares; 2025Q3: 2,894 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221 $1.92M 0.34% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 2,768 shares; 2025Q3: 2,668 shares; 2025Q4: 2,618 shares; 2026Q1: 2,689 shares 2,689 $1.91M 0.34% +71 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: 9,621 shares; 2024Q4: 9,695 shares; 2025Q1: 9,695 shares; 2025Q2: 9,477 shares; 2025Q3: 9,366 shares; 2025Q4: 9,605 shares; 2026Q1: 9,440 shares 9,440 $1.85M 0.33% -165 Timeline SPMD 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: 26,301 shares; 2024Q4: 27,423 shares; 2025Q1: 34,167 shares; 2025Q2: 28,431 shares; 2025Q3: 30,199 shares; 2025Q4: 30,972 shares; 2026Q1: 29,510 shares 29,510 $1.75M 0.31% -1,462 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: 72,018 shares; 2024Q4: 69,021 shares; 2025Q1: 67,536 shares; 2025Q2: 64,421 shares; 2025Q3: 63,480 shares; 2025Q4: 61,028 shares; 2026Q1: 60,358 shares 60,358 $1.69M 0.3% -670 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: 23,445 shares; 2024Q4: 23,947 shares; 2025Q1: 23,746 shares; 2025Q2: 23,012 shares; 2025Q3: 22,503 shares; 2025Q4: 22,510 shares; 2026Q1: 21,819 shares 21,819 $1.66M 0.3% -691 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: 7,647 shares; 2024Q4: 7,686 shares; 2025Q1: 7,686 shares; 2025Q2: 7,691 shares; 2025Q3: 7,714 shares; 2025Q4: 7,662 shares; 2026Q1: 7,662 shares 7,662 $1.64M 0.29% 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: 28,510 shares; 2024Q4: 31,961 shares; 2025Q1: 30,021 shares; 2025Q2: 30,042 shares; 2025Q3: 31,663 shares; 2025Q4: 31,399 shares; 2026Q1: 31,260 shares 31,260 $1.57M 0.28% -139 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: 9,591 shares; 2024Q4: 9,562 shares; 2025Q1: 9,657 shares; 2025Q2: 9,657 shares; 2025Q3: 9,614 shares; 2025Q4: 9,632 shares; 2026Q1: 9,925 shares 9,925 $1.54M 0.27% +293 Timeline MDYG 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: 19,288 shares; 2024Q4: 18,556 shares; 2025Q1: 18,489 shares; 2025Q2: 18,458 shares; 2025Q3: 18,402 shares; 2025Q4: 17,468 shares; 2026Q1: 15,837 shares 15,837 $1.52M 0.27% -1,631 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,223 shares; 2024Q4: 43,473 shares; 2025Q1: 46,168 shares; 2025Q2: 46,168 shares; 2025Q3: 50,448 shares; 2025Q4: 58,568 shares; 2026Q1: 64,423 shares 64,423 $1.49M 0.27% +5,855 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: 3,644 shares; 2024Q4: 3,415 shares; 2025Q1: 3,474 shares; 2025Q2: 3,682 shares; 2025Q3: 3,722 shares; 2025Q4: 3,658 shares; 2026Q1: 3,999 shares 3,999 $1.49M 0.26% +341 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: 1,611 shares; 2024Q4: 1,769 shares; 2025Q1: 2,033 shares; 2025Q2: 2,023 shares; 2025Q3: 2,224 shares; 2025Q4: 2,330 shares; 2026Q1: 2,567 shares 2,567 $1.48M 0.26% +237 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,278 shares; 2024Q4: 18,761 shares; 2025Q1: 18,761 shares; 2025Q2: 18,874 shares; 2025Q3: 18,627 shares; 2025Q4: 18,568 shares; 2026Q1: 19,049 shares 19,049 $1.48M 0.26% +481 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,867 shares; 2025Q1: 3,899 shares; 2025Q2: 3,903 shares; 2025Q3: 4,320 shares; 2025Q4: 4,251 shares; 2026Q1: 4,579 shares 4,579 $1.47M 0.26% +328 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 8,479 shares; 2025Q1: 9,434 shares; 2025Q2: 7,943 shares; 2025Q3: 14,443 shares; 2025Q4: 14,732 shares; 2026Q1: 16,887 shares 16,887 $1.46M 0.26% +2,155 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.26% 0 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: 3,273 shares; 2024Q4: 3,514 shares; 2025Q1: 4,696 shares; 2025Q2: 6,840 shares; 2025Q3: 7,380 shares; 2025Q4: 7,740 shares; 2026Q1: 15,038 shares 15,038 $1.44M 0.26% +7,298 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,661 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,204 shares 2,204 $1.43M 0.26% +121 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: 14,748 shares; 2024Q4: 16,022 shares; 2025Q1: 16,515 shares; 2025Q2: 19,044 shares; 2025Q3: 21,542 shares; 2025Q4: 22,567 shares; 2026Q1: 22,127 shares 22,127 $1.42M 0.25% -440 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,814 shares; 2025Q2: 1,907 shares; 2025Q3: 2,030 shares; 2025Q4: 1,939 shares; 2026Q1: 1,999 shares 1,999 $1.39M 0.25% +60 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 620 shares; 2025Q1: 5,563 shares; 2025Q2: 4,763 shares; 2025Q3: 4,763 shares; 2025Q4: 4,679 shares; 2026Q1: 4,641 shares 4,641 $1.39M 0.25% -38 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares 4,507 $1.36M 0.24% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,738 shares; 2025Q1: 5,738 shares; 2025Q2: 5,738 shares; 2025Q3: 5,738 shares; 2025Q4: 5,378 shares; 2026Q1: 5,378 shares 5,378 $1.31M 0.23% 0 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: 3,846 shares; 2024Q4: 3,709 shares; 2025Q1: 3,709 shares; 2025Q2: 3,759 shares; 2025Q3: 3,922 shares; 2025Q4: 3,670 shares; 2026Q1: 3,655 shares 3,655 $1.3M 0.23% -15 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: 910 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 7,683 shares; 2025Q3: 11,486 shares; 2025Q4: 14,539 shares; 2026Q1: 25,566 shares 25,566 $1.29M 0.23% +11,027 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 8,010 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares; 2026Q1: 8,086 shares 8,086 $1.29M 0.23% +25 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,614 shares; 2025Q4: 8,710 shares; 2026Q1: 8,710 shares 8,710 $1.29M 0.23% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,700 shares; 2024Q4: 21,648 shares; 2025Q1: 23,392 shares; 2025Q2: 24,590 shares; 2025Q3: 25,007 shares; 2025Q4: 26,077 shares; 2026Q1: 26,577 shares 26,577 $1.28M 0.23% +500 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,977 shares; 2024Q4: 11,611 shares; 2025Q1: 12,248 shares; 2025Q2: 13,202 shares; 2025Q3: 14,245 shares; 2025Q4: 16,326 shares; 2026Q1: 16,587 shares 16,587 $1.25M 0.22% +261 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,608 shares; 2024Q4: 34,608 shares; 2025Q1: 34,608 shares; 2025Q2: 34,608 shares; 2025Q3: 35,108 shares; 2025Q4: 38,708 shares; 2026Q1: 49,403 shares 49,403 $1.23M 0.22% +10,695 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: 12,109 shares; 2025Q3: 12,135 shares; 2025Q4: 10,013 shares; 2026Q1: 10,038 shares 10,038 $1.15M 0.21% +25 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,103 shares; 2024Q4: 11,639 shares; 2025Q1: 11,639 shares; 2025Q2: 11,674 shares; 2025Q3: 11,674 shares; 2025Q4: 11,820 shares; 2026Q1: 11,328 shares 11,328 $1.15M 0.21% -492 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,713 shares; 2024Q4: 44,723 shares; 2025Q1: 46,248 shares; 2025Q2: 51,013 shares; 2025Q3: 56,073 shares; 2025Q4: 57,403 shares; 2026Q1: 60,947 shares 60,947 $1.14M 0.2% +3,544 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: 3,993 shares; 2025Q3: 4,008 shares; 2025Q4: 3,989 shares; 2026Q1: 3,995 shares 3,995 $1.13M 0.2% +6 Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN 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: 59,366 shares; 2025Q4: 59,366 shares; 2026Q1: 59,366 shares 59,366 $1.13M 0.2% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,566 shares; 2026Q1: 2,564 shares 2,564 $1.12M 0.2% -2 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: 4,507 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,800 shares; 2025Q3: 2,878 shares; 2025Q4: 2,940 shares; 2026Q1: 3,383 shares 3,383 $1.11M 0.2% +443 Timeline DWX 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: 23,845 shares; 2024Q4: 23,845 shares; 2025Q1: 24,560 shares; 2025Q2: 24,440 shares; 2025Q3: 24,440 shares; 2025Q4: 24,348 shares; 2026Q1: 24,280 shares 24,280 $1.11M 0.2% -68 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,567 shares; 2025Q1: 5,567 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares; 2026Q1: 5,674 shares 5,674 $1.09M 0.19% +82 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 13,579 shares; 2025Q1: 14,942 shares; 2025Q2: 15,022 shares; 2025Q3: 15,022 shares; 2025Q4: 15,129 shares; 2026Q1: 15,647 shares 15,647 $1.09M 0.19% +518 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,520 shares; 2024Q4: 18,107 shares; 2025Q1: 20,718 shares; 2025Q2: 21,692 shares; 2025Q3: 22,187 shares; 2025Q4: 23,137 shares; 2026Q1: 23,264 shares 23,264 $1.06M 0.19% +127 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: 4,591 shares; 2024Q4: 4,667 shares; 2025Q1: 4,846 shares; 2025Q2: 5,016 shares; 2025Q3: 4,278 shares; 2025Q4: 4,289 shares; 2026Q1: 4,280 shares 4,280 $1.06M 0.19% -9 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,950 shares; 2024Q4: 34,500 shares; 2025Q1: 34,500 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares; 2025Q4: 34,500 shares; 2026Q1: 41,385 shares 41,385 $1.05M 0.19% +6,885 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: 3,602 shares; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,583 shares; 2025Q4: 3,583 shares; 2026Q1: 3,581 shares 3,581 $1.03M 0.18% -2 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 23,636 shares; 2025Q1: 23,676 shares; 2025Q2: 23,718 shares; 2025Q3: 23,759 shares; 2025Q4: 23,802 shares; 2026Q1: 25,209 shares 25,209 $1.02M 0.18% +1,407 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,190 shares; 2025Q1: 23,090 shares; 2025Q2: 21,625 shares; 2025Q3: 21,625 shares; 2025Q4: 21,625 shares; 2026Q1: 23,905 shares 23,905 $1.01M 0.18% +2,280 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,232 shares; 2025Q3: 7,612 shares; 2025Q4: 7,135 shares; 2026Q1: 8,784 shares 8,784 $1.01M 0.18% +1,649 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,830 shares; 2024Q4: 31,830 shares; 2025Q1: 31,830 shares; 2025Q2: 31,830 shares; 2025Q3: 31,830 shares; 2025Q4: 32,773 shares; 2026Q1: 32,825 shares 32,825 $1M 0.18% +52 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,881 shares; 2025Q1: 6,881 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 6,916 shares; 2026Q1: 6,896 shares 6,896 $998K 0.18% -20 Timeline HELO 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: 1,539 shares; 2025Q3: 2,899 shares; 2025Q4: 4,009 shares; 2026Q1: 15,301 shares 15,301 $978K 0.17% +11,292 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,985 shares; 2024Q4: 9,943 shares; 2025Q1: 9,943 shares; 2025Q2: 9,985 shares; 2025Q3: 7,505 shares; 2025Q4: 7,505 shares; 2026Q1: 7,505 shares 7,505 $962K 0.17% 0 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: 10,923 shares; 2024Q4: 11,144 shares; 2025Q1: 11,156 shares; 2025Q2: 11,228 shares; 2025Q3: 11,860 shares; 2025Q4: 11,848 shares; 2026Q1: 13,604 shares 13,604 $949K 0.17% +1,756 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 3,985 shares; 2026Q1: 3,324 shares 3,324 $928K 0.17% -661 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: 29,338 shares; 2024Q4: 31,055 shares; 2025Q1: 31,055 shares; 2025Q2: 30,836 shares; 2025Q3: 30,912 shares; 2025Q4: 31,629 shares; 2026Q1: 31,915 shares 31,915 $925K 0.16% +286 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,246 shares; 2025Q2: 2,251 shares; 2025Q3: 2,823 shares; 2025Q4: 2,980 shares; 2026Q1: 3,058 shares 3,058 $924K 0.16% +78 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: 23,934 shares; 2024Q4: 23,204 shares; 2025Q1: 21,719 shares; 2025Q2: 21,187 shares; 2025Q3: 18,947 shares; 2025Q4: 18,861 shares; 2026Q1: 18,870 shares 18,870 $920K 0.16% +9 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,833 shares; 2024Q4: 44,833 shares; 2025Q1: 44,833 shares; 2025Q2: 44,833 shares; 2025Q3: 44,833 shares; 2025Q4: 44,833 shares; 2026Q1: 44,833 shares 44,833 $912K 0.16% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 22,824 shares; 2025Q1: 25,624 shares; 2025Q2: 29,374 shares; 2025Q3: 32,674 shares; 2025Q4: 33,774 shares; 2026Q1: 40,695 shares 40,695 $910K 0.16% +6,921 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 4,362 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,362 shares; 2026Q1: 4,362 shares 4,362 $907K 0.16% 0 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: 1,806 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,688 shares; 2025Q3: 1,662 shares; 2025Q4: 1,674 shares; 2026Q1: 1,493 shares 1,493 $902K 0.16% -181 Timeline FELG 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: 26,144 shares; 2024Q4: 26,144 shares; 2025Q1: 26,144 shares; 2025Q2: 26,144 shares; 2025Q3: 23,835 shares; 2025Q4: 23,835 shares; 2026Q1: 23,835 shares 23,835 $894K 0.16% 0 Timeline ILCV 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: 5,419 shares; 2024Q4: 6,169 shares; 2025Q1: 6,304 shares; 2025Q2: 8,089 shares; 2025Q3: 9,118 shares; 2025Q4: 9,207 shares; 2026Q1: 9,482 shares 9,482 $883K 0.16% +275 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: 1,999 shares; 2024Q4: 1,970 shares; 2025Q1: 1,955 shares; 2025Q2: 1,918 shares; 2025Q3: 1,927 shares; 2025Q4: 2,776 shares; 2026Q1: 2,906 shares 2,906 $878K 0.16% +130 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 25,038 shares; 2025Q1: 25,038 shares; 2025Q2: 25,340 shares; 2025Q3: 25,340 shares; 2025Q4: 25,340 shares; 2026Q1: 28,560 shares 28,560 $876K 0.16% +3,220 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 974 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 980 shares 980 $855K 0.15% +2 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: 2,557 shares; 2024Q4: 2,572 shares; 2025Q1: 2,602 shares; 2025Q2: 4,592 shares; 2025Q3: 4,556 shares; 2025Q4: 4,548 shares; 2026Q1: 4,569 shares 4,569 $853K 0.15% +21 Timeline CWB 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: 17,500 shares; 2024Q4: 9,219 shares; 2025Q1: 9,219 shares; 2025Q2: 9,378 shares; 2025Q3: 9,219 shares; 2025Q4: 9,219 shares; 2026Q1: 9,219 shares 9,219 $844K 0.15% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,351 shares; 2024Q4: 17,351 shares; 2025Q1: 17,351 shares; 2025Q2: 17,351 shares; 2025Q3: 17,351 shares; 2025Q4: 17,351 shares; 2026Q1: 17,351 shares 17,351 $841K 0.15% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,480 shares; 2025Q1: 5,810 shares; 2025Q2: 11,260 shares; 2025Q3: 11,860 shares; 2025Q4: 48,780 shares; 2026Q1: 49,989 shares 49,989 $836K 0.15% +1,209 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: 588 shares; 2024Q4: 588 shares; 2025Q1: 608 shares; 2025Q2: 661 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 834 shares 834 $831K 0.15% +115 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,224 shares 4,224 $818K 0.15% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,264 shares; 2024Q4: 9,410 shares; 2025Q1: 8,941 shares; 2025Q2: 9,614 shares; 2025Q3: 9,668 shares; 2025Q4: 9,987 shares; 2026Q1: 10,560 shares 10,560 $808K 0.14% +573 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 3,708 shares; 2025Q3: 2,957 shares; 2025Q4: 3,057 shares; 2026Q1: 2,972 shares 2,972 $804K 0.14% -85 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,658 shares; 2025Q1: 2,374 shares; 2025Q2: 3,713 shares; 2025Q3: 4,013 shares; 2025Q4: 4,057 shares; 2026Q1: 7,253 shares 7,253 $800K 0.14% +3,196 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: 1,262 shares; 2024Q4: 1,279 shares; 2025Q1: 1,148 shares; 2025Q2: 1,164 shares; 2025Q3: 1,345 shares; 2025Q4: 1,335 shares; 2026Q1: 1,396 shares 1,396 $799K 0.14% +61 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: 1,460 shares; 2024Q4: 1,483 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,498 shares; 2025Q4: 1,477 shares; 2026Q1: 1,592 shares 1,592 $795K 0.14% +115 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 4,080 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 10,165 shares; 2025Q4: 8,719 shares; 2026Q1: 15,471 shares 15,471 $779K 0.14% +6,752 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: 8,209 shares; 2024Q4: 8,404 shares; 2025Q1: 8,573 shares; 2025Q2: 7,113 shares; 2025Q3: 6,291 shares; 2025Q4: 6,360 shares; 2026Q1: 6,254 shares 6,254 $777K 0.14% -106 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 7,496 shares; 2025Q1: 7,076 shares; 2025Q2: 6,253 shares; 2025Q3: 6,103 shares; 2025Q4: 6,153 shares; 2026Q1: 5,653 shares 5,653 $769K 0.14% -500 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 23,550 shares; 2026Q1: 30,535 shares 30,535 $767K 0.14% +6,985 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,826 shares; 2024Q4: 8,486 shares; 2025Q1: 8,576 shares; 2025Q2: 9,311 shares; 2025Q3: 10,296 shares; 2025Q4: 10,749 shares; 2026Q1: 11,031 shares 11,031 $767K 0.14% +282 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 4,725 shares; 2025Q4: 24,360 shares; 2026Q1: 31,595 shares 31,595 $766K 0.14% +7,235 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: 2,042 shares; 2024Q4: 2,007 shares; 2025Q1: 2,012 shares; 2025Q2: 1,883 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares; 2026Q1: 3,160 shares 3,160 $766K 0.14% +72 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,726 shares; 2024Q4: 14,529 shares; 2025Q1: 13,460 shares; 2025Q2: 13,463 shares; 2025Q3: 13,468 shares; 2025Q4: 13,445 shares; 2026Q1: 13,139 shares 13,139 $757K 0.13% -306 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 10,302 shares; 2025Q1: 9,459 shares; 2025Q2: 9,684 shares; 2025Q3: 8,889 shares; 2025Q4: 8,739 shares; 2026Q1: 8,739 shares 8,739 $755K 0.13% 0 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: 883 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 733 shares; 2025Q3: 778 shares; 2025Q4: 773 shares; 2026Q1: 814 shares 814 $749K 0.13% +41 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 11,203 shares; 2025Q1: 10,723 shares; 2025Q2: 10,088 shares; 2025Q3: 11,090 shares; 2025Q4: 11,273 shares; 2026Q1: 10,853 shares 10,853 $733K 0.13% -420 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: 13,419 shares; 2024Q4: 14,537 shares; 2025Q1: 13,243 shares; 2025Q2: 13,688 shares; 2025Q3: 12,409 shares; 2025Q4: 12,576 shares; 2026Q1: 13,432 shares 13,432 $726K 0.13% +856 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 4,167 shares; 2025Q4: 4,167 shares; 2026Q1: 14,189 shares 14,189 $723K 0.13% +10,022 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: 7,052 shares; 2024Q4: 7,586 shares; 2025Q1: 7,601 shares; 2025Q2: 7,356 shares; 2025Q3: 7,596 shares; 2025Q4: 7,596 shares; 2026Q1: 7,926 shares 7,926 $718K 0.13% +330 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,686 shares; 2025Q3: 10,706 shares; 2025Q4: 10,934 shares; 2026Q1: 14,112 shares 14,112 $712K 0.13% +3,178 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,102 shares; 2025Q1: 3,233 shares; 2025Q2: 3,233 shares; 2025Q3: 3,221 shares; 2025Q4: 3,344 shares; 2026Q1: 3,344 shares 3,344 $706K 0.13% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares 3,704 $683K 0.12% 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: 4,578 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,494 shares; 2025Q3: 4,597 shares; 2025Q4: 4,997 shares; 2026Q1: 5,473 shares 5,473 $680K 0.12% +476 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,873 shares; 2025Q4: 4,873 shares; 2026Q1: 4,927 shares 4,927 $672K 0.12% +54 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 10,593 shares; 2025Q1: 10,593 shares; 2025Q2: 10,593 shares; 2025Q3: 10,580 shares; 2025Q4: 10,580 shares; 2026Q1: 10,562 shares 10,562 $653K 0.12% -18 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 935 shares; 2025Q1: 6,199 shares; 2025Q2: 5,935 shares; 2025Q3: 5,590 shares; 2025Q4: 6,195 shares; 2026Q1: 7,557 shares 7,557 $625K 0.11% +1,362 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 11,770 shares; 2025Q1: 13,275 shares; 2025Q2: 18,835 shares; 2025Q3: 21,090 shares; 2025Q4: 23,665 shares; 2026Q1: 28,277 shares 28,277 $613K 0.11% +4,612 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: 19,286 shares; 2024Q4: 14,415 shares; 2025Q1: 9,728 shares; 2025Q2: 7,878 shares; 2025Q3: 6,257 shares; 2025Q4: 6,371 shares; 2026Q1: 6,361 shares 6,361 $613K 0.11% -10 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: 7,358 shares; 2024Q4: 7,306 shares; 2025Q1: 7,315 shares; 2025Q2: 6,777 shares; 2025Q3: 6,617 shares; 2025Q4: 5,979 shares; 2026Q1: 5,979 shares 5,979 $602K 0.11% 0 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: 4,233 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 4,253 shares; 2025Q3: 4,258 shares; 2025Q4: 4,258 shares; 2026Q1: 4,248 shares 4,248 $592K 0.11% -10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,309 shares; 2025Q1: 4,309 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 4,029 shares 4,029 $588K 0.1% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,022 shares; 2025Q1: 3,042 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares 3,062 $581K 0.1% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 23,924 shares; 2025Q1: 8,382 shares; 2025Q2: 8,382 shares; 2025Q3: 8,382 shares; 2025Q4: 10,317 shares; 2026Q1: 12,897 shares 12,897 $579K 0.1% +2,580 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,230 shares; 2025Q1: 6,384 shares; 2025Q2: 6,230 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares 5,730 $579K 0.1% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,756 shares 1,756 $574K 0.1% -66 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,136 shares; 2025Q1: 11,154 shares; 2025Q2: 11,791 shares; 2025Q3: 11,809 shares; 2025Q4: 11,469 shares; 2026Q1: 11,480 shares 11,480 $567K 0.1% +11 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares; 2025Q1: 4,533 shares; 2025Q2: 4,658 shares; 2025Q3: 4,658 shares; 2025Q4: 4,658 shares; 2026Q1: 4,986 shares 4,986 $564K 0.1% +328 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: 6,327 shares; 2024Q4: 4,092 shares; 2025Q1: 4,092 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares 3,607 $561K 0.1% 0 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: 5,074 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,030 shares; 2025Q4: 4,927 shares; 2026Q1: 5,748 shares 5,748 $558K 0.1% +821 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 9,798 shares; 2025Q1: 9,798 shares; 2025Q2: 9,873 shares; 2025Q3: 9,488 shares; 2025Q4: 9,601 shares; 2026Q1: 9,601 shares 9,601 $544K 0.1% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,259 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,545 shares 1,545 $544K 0.1% +378 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: 2,817 shares; 2024Q4: 3,127 shares; 2025Q1: 3,129 shares; 2025Q2: 2,932 shares; 2025Q3: 2,934 shares; 2025Q4: 3,040 shares; 2026Q1: 3,269 shares 3,269 $538K 0.1% +229 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,842 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares 4,484 $531K 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 546 shares 546 $525K 0.09% +4 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: 1,431 shares; 2024Q4: 1,528 shares; 2025Q1: 1,566 shares; 2025Q2: 1,357 shares; 2025Q3: 1,505 shares; 2025Q4: 1,965 shares; 2026Q1: 1,967 shares 1,967 $515K 0.09% +2 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 24,462 shares; 2025Q1: 24,462 shares; 2025Q2: 24,462 shares; 2025Q3: 24,462 shares; 2025Q4: 24,265 shares; 2026Q1: 24,867 shares 24,867 $515K 0.09% +602 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,271 shares; 2026Q1: 2,343 shares 2,343 $504K 0.09% +72 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: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 2,053 shares; 2026Q1: 2,453 shares 2,453 $499K 0.09% +400 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 8,470 shares; 2025Q2: 8,386 shares; 2025Q3: 8,386 shares; 2025Q4: 8,206 shares; 2026Q1: 8,710 shares 8,710 $495K 0.09% +504 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $494K 0.09% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,490 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares; 2026Q1: 2,486 shares 2,486 $493K 0.09% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,834 shares; 2025Q2: 8,834 shares; 2025Q3: 8,834 shares; 2025Q4: 8,759 shares; 2026Q1: 8,759 shares 8,759 $489K 0.09% 0 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: 10,298 shares; 2024Q4: 20,730 shares; 2025Q1: 21,187 shares; 2025Q2: 21,267 shares; 2025Q3: 21,267 shares; 2025Q4: 21,271 shares; 2026Q1: 19,524 shares 19,524 $483K 0.09% -1,747 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 6,839 shares; 2025Q1: 6,289 shares; 2025Q2: 6,153 shares; 2025Q3: 7,756 shares; 2025Q4: 7,756 shares; 2026Q1: 7,939 shares 7,939 $482K 0.09% +183 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,506 shares 1,506 $473K 0.08% +117 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 18,372 shares 18,372 $471K 0.08% +17,814 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: not reported; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 5,466 shares; 2025Q4: 5,520 shares; 2026Q1: 10,000 shares 10,000 $470K 0.08% +4,480 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: 3,705 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,868 shares; 2025Q3: 3,868 shares; 2025Q4: 3,972 shares; 2026Q1: 4,120 shares 4,120 $467K 0.08% +148 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 9,357 shares; 2025Q1: 9,287 shares; 2025Q2: 9,290 shares; 2025Q3: 9,380 shares; 2025Q4: 9,349 shares; 2026Q1: 9,351 shares 9,351 $465K 0.08% +2 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: 2,016 shares; 2024Q4: 2,180 shares; 2025Q1: 2,222 shares; 2025Q2: 2,242 shares; 2025Q3: 2,326 shares; 2025Q4: 2,420 shares; 2026Q1: 2,409 shares 2,409 $462K 0.08% -11 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: 993 shares; 2024Q4: 1,621 shares; 2025Q1: 1,694 shares; 2025Q2: 1,073 shares; 2025Q3: 1,075 shares; 2025Q4: 1,068 shares; 2026Q1: 1,289 shares 1,289 $461K 0.08% +221 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,649 shares; 2025Q2: 4,649 shares; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $458K 0.08% 0 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,658 shares; 2026Q1: 6,508 shares 6,508 $456K 0.08% +1,850 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: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,503 shares 3,503 $451K 0.08% -1 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 9,985 shares; 2025Q1: 11,290 shares; 2025Q2: 15,510 shares; 2025Q3: 17,830 shares; 2025Q4: 18,995 shares; 2026Q1: 21,399 shares 21,399 $450K 0.08% +2,404 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares; 2025Q2: 10,585 shares; 2025Q3: 10,585 shares; 2025Q4: 10,585 shares; 2026Q1: 10,585 shares 10,585 $447K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,847 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,821 shares 1,821 $442K 0.08% +38 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: 3,021 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,007 shares; 2025Q3: 3,052 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares 3,002 $436K 0.08% 0 Timeline IQDG 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: 4,936 shares; 2024Q4: 6,745 shares; 2025Q1: 6,864 shares; 2025Q2: 9,035 shares; 2025Q3: 9,589 shares; 2025Q4: 10,837 shares; 2026Q1: 10,811 shares 10,811 $434K 0.08% -26 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,315 shares; 2025Q3: 4,379 shares; 2025Q4: 4,638 shares; 2026Q1: 5,537 shares 5,537 $427K 0.08% +899 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares; 2025Q4: 3,865 shares; 2026Q1: 3,865 shares 3,865 $424K 0.08% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,074 shares; 2024Q4: 7,074 shares; 2025Q1: 7,074 shares; 2025Q2: 2,463 shares; 2025Q3: 5,088 shares; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares 5,221 $423K 0.08% 0 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: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,063 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 905 shares; 2026Q1: 965 shares 965 $415K 0.07% +60 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,352 shares 1,352 $409K 0.07% +105 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: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares; 2026Q1: 2,659 shares 2,659 $406K 0.07% +67 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: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 521 shares; 2025Q4: 4,380 shares; 2026Q1: 4,220 shares 4,220 $406K 0.07% -160 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $403K 0.07% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 29 shares; 2025Q4: 65 shares; 2026Q1: 4,194 shares 4,194 $400K 0.07% +4,129 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,751 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,648 shares 1,648 $389K 0.07% -108 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,194 shares; 2025Q3: 1,270 shares; 2025Q4: 1,229 shares; 2026Q1: 1,228 shares 1,228 $383K 0.07% -1 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: 3,861 shares; 2024Q4: 3,861 shares; 2025Q1: 3,861 shares; 2025Q2: 4,247 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares; 2026Q1: 5,458 shares 5,458 $383K 0.07% +31 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,553 shares; 2025Q1: 2,482 shares; 2025Q2: 2,473 shares; 2025Q3: 2,401 shares; 2025Q4: 2,715 shares; 2026Q1: 4,821 shares 4,821 $382K 0.07% +2,106 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 770 shares 770 $378K 0.07% +15 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,462 shares; 2025Q1: 6,462 shares; 2025Q2: 6,462 shares; 2025Q3: 6,462 shares; 2025Q4: 7,676 shares; 2026Q1: 7,676 shares 7,676 $376K 0.07% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 2,031 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,428 shares; 2025Q4: 2,420 shares; 2026Q1: 2,400 shares 2,400 $372K 0.07% -20 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares 4,679 $367K 0.07% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 7,705 shares; 2025Q3: 9,815 shares; 2025Q4: 9,815 shares; 2026Q1: 9,815 shares 9,815 $359K 0.06% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,214 shares; 2025Q1: 7,214 shares; 2025Q2: 7,214 shares; 2025Q3: 7,214 shares; 2025Q4: 7,214 shares; 2026Q1: 7,214 shares 7,214 $359K 0.06% 0 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: 733 shares; 2024Q4: 815 shares; 2025Q1: 828 shares; 2025Q2: 815 shares; 2025Q3: 898 shares; 2025Q4: 1,005 shares; 2026Q1: 1,061 shares 1,061 $359K 0.06% +56 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 7,248 shares; 2025Q3: 7,254 shares; 2025Q4: 7,254 shares; 2026Q1: 6,789 shares 6,789 $357K 0.06% -465 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,387 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $357K 0.06% 0 Timeline XSOE 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: 3,974 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 5,189 shares; 2025Q3: 5,564 shares; 2025Q4: 6,329 shares; 2026Q1: 8,853 shares 8,853 $355K 0.06% +2,524 Timeline SPGM 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: 1,106 shares; 2024Q4: 4,676 shares; 2025Q1: 4,947 shares; 2025Q2: 4,248 shares; 2025Q3: 4,256 shares; 2025Q4: 4,527 shares; 2026Q1: 4,597 shares 4,597 $348K 0.06% +70 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: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $344K 0.06% 0 Timeline TDIV 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: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,510 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: 3,501 shares 3,501 $328K 0.06% -18 Timeline VCR 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 903 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $328K 0.06% 0 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: 903 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 927 shares 927 $320K 0.06% -2 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,939 shares; 2025Q3: 1,842 shares; 2025Q4: 4,008 shares; 2026Q1: 5,208 shares 5,208 $319K 0.06% +1,200 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: 1,505 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $319K 0.06% 0 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: 1,524 shares; 2024Q4: 1,763 shares; 2025Q1: 1,784 shares; 2025Q2: 1,837 shares; 2025Q3: 3,355 shares; 2025Q4: 3,188 shares; 2026Q1: 3,188 shares 3,188 $317K 0.06% 0 Timeline SPHY 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: 12,933 shares; 2024Q4: 13,243 shares; 2025Q1: 13,243 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares; 2025Q4: 13,568 shares; 2026Q1: 13,568 shares 13,568 $316K 0.06% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 1,225 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares 1,184 $316K 0.06% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,130 shares; 2025Q1: 2,132 shares; 2025Q2: 2,359 shares; 2025Q3: 2,137 shares; 2025Q4: 2,139 shares; 2026Q1: 2,141 shares 2,141 $314K 0.06% +2 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $311K 0.06% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,065 shares 1,065 $311K 0.06% -6 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: 7,970 shares; 2024Q4: 7,674 shares; 2025Q1: 7,075 shares; 2025Q2: 6,474 shares; 2025Q3: 3,412 shares; 2025Q4: 3,643 shares; 2026Q1: 3,492 shares 3,492 $310K 0.06% -151 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: 106 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 151 shares; 2026Q1: 364 shares 364 $308K 0.05% +213 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,772 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares 1,769 $305K 0.05% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares 3,593 $305K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,187 shares; 2025Q3: 3,675 shares; 2025Q4: 3,285 shares; 2026Q1: 3,336 shares 3,336 $299K 0.05% +51 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 628 shares; 2025Q2: 701 shares; 2025Q3: 628 shares; 2025Q4: 732 shares; 2026Q1: 762 shares 762 $297K 0.05% +30 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,270 shares; 2025Q3: 1,195 shares; 2025Q4: 1,211 shares; 2026Q1: 1,282 shares 1,282 $290K 0.05% +71 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 1,970 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $288K 0.05% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,276 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 2,269 shares 2,269 $287K 0.05% -5 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,248 shares; 2025Q1: 1,025 shares; 2025Q2: 1,032 shares; 2025Q3: 1,179 shares; 2025Q4: 1,233 shares; 2026Q1: 1,313 shares 1,313 $285K 0.05% +80 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 7,650 shares; 2025Q1: 7,577 shares; 2025Q2: 7,577 shares; 2025Q3: 7,577 shares; 2025Q4: 7,577 shares; 2026Q1: 7,577 shares 7,577 $282K 0.05% 0 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: 1,939 shares; 2024Q4: 870 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 842 shares; 2025Q4: 791 shares; 2026Q1: 856 shares 856 $281K 0.05% +65 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 719 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $277K 0.05% 0 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: 3,125 shares; 2024Q4: 3,718 shares; 2025Q1: 3,714 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,504 shares 3,504 $275K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,378 shares; 2025Q1: 1,382 shares; 2025Q2: 1,297 shares; 2025Q3: 1,310 shares; 2025Q4: 1,315 shares; 2026Q1: 1,310 shares 1,310 $273K 0.05% -5 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: 1,905 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares 1,913 $272K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 628 shares; 2025Q1: 720 shares; 2025Q2: 758 shares; 2025Q3: 853 shares; 2025Q4: 1,095 shares; 2026Q1: 940 shares 940 $270K 0.05% -155 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: 4,982 shares; 2024Q4: 4,982 shares; 2025Q1: 4,982 shares; 2025Q2: 4,982 shares; 2025Q3: 5,674 shares; 2025Q4: 5,828 shares; 2026Q1: 5,777 shares 5,777 $267K 0.05% -51 Timeline WTAI 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: 9,459 shares; 2024Q4: 9,459 shares; 2025Q1: 9,459 shares; 2025Q2: 9,459 shares; 2025Q3: 9,459 shares; 2025Q4: 9,459 shares; 2026Q1: 9,370 shares 9,370 $265K 0.05% -89 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,521 shares; 2025Q1: 4,521 shares; 2025Q2: 4,521 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,200 shares 4,200 $262K 0.05% -321 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 463 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 662 shares; 2025Q4: 567 shares; 2026Q1: 553 shares 553 $256K 0.05% -14 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: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,213 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares 2,768 $255K 0.05% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,693 shares; 2026Q1: 4,693 shares 4,693 $253K 0.05% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares 2,753 $248K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,707 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 1,174 shares; 2025Q4: 1,200 shares; 2026Q1: 1,498 shares 1,498 $248K 0.04% +298 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: 5,584 shares; 2024Q4: 3,314 shares; 2025Q1: 3,281 shares; 2025Q2: 3,281 shares; 2025Q3: 3,286 shares; 2025Q4: 3,286 shares; 2026Q1: 3,395 shares 3,395 $244K 0.04% +109 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares 1,231 $243K 0.04% 0 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: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares 4,540 $241K 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares; 2026Q1: 2,397 shares 2,397 $240K 0.04% +125 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: 4,702 shares; 2024Q4: 5,190 shares; 2025Q1: 4,698 shares; 2025Q2: 4,699 shares; 2025Q3: 4,736 shares; 2025Q4: 4,797 shares; 2026Q1: 4,797 shares 4,797 $240K 0.04% 0 Timeline MUNI 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: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,579 shares; 2025Q2: 4,579 shares; 2025Q3: 4,579 shares; 2025Q4: 4,579 shares; 2026Q1: 4,579 shares 4,579 $239K 0.04% 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: 1,489 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,623 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,636 shares 1,636 $239K 0.04% -4 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $238K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 273 shares 273 $236K 0.04% -1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 69 shares 69 $233K 0.04% +4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 7,438 shares; 2025Q1: 7,356 shares; 2025Q2: 5,066 shares; 2025Q3: 5,066 shares; 2025Q4: 5,166 shares; 2026Q1: 5,266 shares 5,266 $232K 0.04% +100 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,502 shares 2,502 $232K 0.04% -109 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: 798 shares; 2024Q4: 798 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 793 shares; 2026Q1: 873 shares 873 $232K 0.04% +80 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: 8,529 shares; 2024Q4: 8,669 shares; 2025Q1: 8,527 shares; 2025Q2: 8,529 shares; 2025Q3: 3,160 shares; 2025Q4: 3,149 shares; 2026Q1: 3,151 shares 3,151 $232K 0.04% +2 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 1,945 shares; 2025Q1: 2,615 shares; 2025Q2: 2,496 shares; 2025Q3: 2,342 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares 2,244 $229K 0.04% 0 Timeline LQD 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: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 2,049 shares; 2026Q1: 2,043 shares 2,043 $223K 0.04% -6 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 542 shares; 2025Q3: 2,389 shares; 2025Q4: 2,303 shares; 2026Q1: 2,361 shares 2,361 $221K 0.04% +58 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 40 shares; 2025Q4: 168 shares; 2026Q1: 2,537 shares 2,537 $220K 0.04% +2,369 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares 2,341 $218K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 2,883 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares 2,883 $217K 0.04% 0 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: 460 shares; 2025Q3: 460 shares; 2025Q4: 860 shares; 2026Q1: 1,011 shares 1,011 $216K 0.04% +151 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 902 shares; 2025Q4: 922 shares; 2026Q1: 892 shares 892 $214K 0.04% -30 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: 3,711 shares; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares 4,681 $213K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,015 shares; 2025Q1: 3,007 shares; 2025Q2: 2,966 shares; 2025Q3: 3,099 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares 3,223 $213K 0.04% 0 Timeline AIVL 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: 2,257 shares; 2024Q4: 2,258 shares; 2025Q1: 2,042 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares 1,838 $213K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 623 shares; 2025Q3: 1,495 shares; 2025Q4: 1,909 shares; 2026Q1: 1,909 shares 1,909 $212K 0.04% 0 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 7,415 shares; 2026Q1: 8,205 shares 8,205 $210K 0.04% +790 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: 2,361 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 2,752 shares; 2025Q3: 2,753 shares; 2025Q4: 2,978 shares; 2026Q1: 5,085 shares 5,085 $209K 0.04% +2,107 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares 4,375 $208K 0.04% 0 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: 1,206 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 1,583 shares 1,583 $207K 0.04% -5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 487 shares 487 $207K 0.04% -2 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 2,540 shares; 2025Q2: 2,237 shares; 2025Q3: 2,237 shares; 2025Q4: 5,074 shares; 2026Q1: 4,474 shares 4,474 $205K 0.04% -600 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 888 shares 888 $205K 0.04% +69 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares 2,147 $199K 0.04% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 1,540 shares; 2026Q1: 7,240 shares 7,240 $195K 0.03% +5,700 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares 2,785 $194K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 440 shares 440 $191K 0.03% -2 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: 1,484 shares; 2024Q4: 1,723 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,353 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $189K 0.03% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares 1,604 $189K 0.03% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $187K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 306 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $183K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $182K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $181K 0.03% 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 894 shares; 2025Q3: 948 shares; 2025Q4: 898 shares; 2026Q1: 994 shares 994 $181K 0.03% +96 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: 8,001 shares; 2024Q4: 5,153 shares; 2025Q1: 3,675 shares; 2025Q2: 759 shares; 2025Q3: 710 shares; 2025Q4: 811 shares; 2026Q1: 911 shares 911 $181K 0.03% +100 Timeline WDIV 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: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,960 shares; 2025Q2: 2,053 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares 2,335 $180K 0.03% 0 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 122 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 122 shares 122 $180K 0.03% -12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,398 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,411 shares 1,411 $178K 0.03% -16 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 1,994 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $178K 0.03% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,160 shares; 2025Q4: 1,143 shares; 2026Q1: 1,141 shares 1,141 $177K 0.03% -2 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: 2,846 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares 5,057 $177K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 8,360 shares; 2025Q1: 7,032 shares; 2025Q2: 7,239 shares; 2025Q3: 7,141 shares; 2025Q4: 6,225 shares; 2026Q1: 5,741 shares 5,741 $174K 0.03% -484 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $174K 0.03% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 10,249 shares; 2025Q3: 10,249 shares; 2025Q4: 10,249 shares; 2026Q1: 10,249 shares 10,249 $169K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 616 shares; 2025Q1: 621 shares; 2025Q2: 626 shares; 2025Q3: 1,548 shares; 2025Q4: 1,553 shares; 2026Q1: 1,723 shares 1,723 $168K 0.03% +170 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $166K 0.03% 0 Timeline VPL 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: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,699 shares 1,699 $166K 0.03% -131 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 714 shares; 2025Q2: 709 shares; 2025Q3: 586 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $165K 0.03% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $163K 0.03% 0 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: 2,304 shares; 2024Q4: 1,784 shares; 2025Q1: 1,784 shares; 2025Q2: 1,784 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 4,288 shares 4,288 $162K 0.03% +2,104 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 281 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $162K 0.03% 0 Timeline DEW 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: 779 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 2,433 shares 2,433 $161K 0.03% -76 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: 348 shares; 2025Q3: 350 shares; 2025Q4: 323 shares; 2026Q1: 321 shares 321 $159K 0.03% -2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,079 shares; 2026Q1: 3,352 shares 3,352 $158K 0.03% +273 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 438 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $158K 0.03% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 2,242 shares; 2025Q3: 1,729 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $157K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 6,921 shares; 2025Q1: 6,848 shares; 2025Q2: 6,805 shares; 2025Q3: 3,553 shares; 2025Q4: 2,127 shares; 2026Q1: 1,878 shares 1,878 $157K 0.03% -249 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 5,077 shares; 2026Q1: 5,077 shares 5,077 $157K 0.03% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares 2,427 $157K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 6,557 shares; 2025Q1: 7,044 shares; 2025Q2: 6,536 shares; 2025Q3: 6,602 shares; 2025Q4: 5,421 shares; 2026Q1: 5,348 shares 5,348 $154K 0.03% -73 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares 1,912 $153K 0.03% 0 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: 1,678 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 2,034 shares; 2025Q3: 1,913 shares; 2025Q4: 1,840 shares; 2026Q1: 1,913 shares 1,913 $152K 0.03% +73 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $152K 0.03% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $151K 0.03% 0 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: 2,482 shares; 2024Q4: 4,964 shares; 2025Q1: 5,197 shares; 2025Q2: 5,277 shares; 2025Q3: 5,251 shares; 2025Q4: 5,171 shares; 2026Q1: 5,171 shares 5,171 $150K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $150K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $150K 0.03% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $150K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $149K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 336 shares; 2025Q4: 436 shares; 2026Q1: 434 shares 434 $148K 0.03% -2 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 431 shares 431 $148K 0.03% +21 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 2,411 shares; 2025Q2: 2,306 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 2,607 shares 2,607 $147K 0.03% +31 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 1,316 shares; 2026Q1: 1,328 shares 1,328 $145K 0.03% +12 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,536 shares 12,536 $144K 0.03% new 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: 1,060 shares; 2024Q4: 1,144 shares; 2025Q1: 1,149 shares; 2025Q2: 472 shares; 2025Q3: 773 shares; 2025Q4: 423 shares; 2026Q1: 1,477 shares 1,477 $144K 0.03% +1,054 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: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,794 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,809 shares; 2026Q1: 1,539 shares 1,539 $143K 0.03% -270 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,932 shares; 2025Q3: 3,936 shares; 2025Q4: 3,876 shares; 2026Q1: 3,872 shares 3,872 $142K 0.03% -4 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $142K 0.03% 0 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $141K 0.03% 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: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 564 shares 564 $140K 0.02% +320 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $140K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares 3,645 $139K 0.02% 0 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: 1,093 shares; 2025Q3: 1,097 shares; 2025Q4: 1,126 shares; 2026Q1: 1,118 shares 1,118 $137K 0.02% -8 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 636 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 641 shares; 2025Q4: 635 shares; 2026Q1: 631 shares 631 $137K 0.02% -4 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares 3,360 $136K 0.02% 0 Timeline HYS 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,578 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares 1,457 $136K 0.02% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $135K 0.02% 0 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 240 shares 240 $135K 0.02% -2 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: 410 shares; 2024Q4: 427 shares; 2025Q1: 428 shares; 2025Q2: 429 shares; 2025Q3: 430 shares; 2025Q4: 415 shares; 2026Q1: 468 shares 468 $133K 0.02% +53 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $132K 0.02% 0 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: 903 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 857 shares 857 $130K 0.02% +210 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 306 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $129K 0.02% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares 1,395 $129K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 1,185 shares; 2025Q3: 1,331 shares; 2025Q4: 2,313 shares; 2026Q1: 2,768 shares 2,768 $128K 0.02% +455 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares 5,087 $128K 0.02% 0 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,487 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,259 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares 2,232 $127K 0.02% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 667 shares; 2025Q4: 590 shares; 2026Q1: 585 shares 585 $127K 0.02% -5 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares 1,580 $125K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,493 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares 1,364 $123K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 423 shares; 2025Q1: 433 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 561 shares; 2026Q1: 636 shares 636 $122K 0.02% +75 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 1,779 shares 1,779 $121K 0.02% +1,710 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares 2,606 $121K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $120K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 172 shares; 2025Q3: 181 shares; 2025Q4: 365 shares; 2026Q1: 356 shares 356 $120K 0.02% -9 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 4,047 shares; 2026Q1: 4,047 shares 4,047 $119K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares 1,815 $118K 0.02% 0 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: 380 shares; 2024Q4: 503 shares; 2025Q1: 380 shares; 2025Q2: 450 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 513 shares 513 $118K 0.02% +133 Timeline MSML 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: 617 shares; 2024Q4: 552 shares; 2025Q1: 717 shares; 2025Q2: 772 shares; 2025Q3: 1,155 shares; 2025Q4: 1,505 shares; 2026Q1: 1,808 shares 1,808 $118K 0.02% +303 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 421 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $117K 0.02% 0 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: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,059 shares 1,059 $117K 0.02% -2 Timeline RSPM 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: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010 $116K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 517 shares; 2026Q1: 634 shares 634 $116K 0.02% +117 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $115K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $115K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,837 shares; 2025Q1: 1,841 shares; 2025Q2: 1,846 shares; 2025Q3: 1,851 shares; 2025Q4: 1,857 shares; 2026Q1: 1,861 shares 1,861 $115K 0.02% +4 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: 1,172 shares; 2024Q4: 1,191 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 827 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $115K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 955 shares; 2025Q1: 1,070 shares; 2025Q2: 1,056 shares; 2025Q3: 958 shares; 2025Q4: 961 shares; 2026Q1: 964 shares 964 $114K 0.02% +3 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $113K 0.02% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 935 shares; 2026Q1: 1,402 shares 1,402 $113K 0.02% +467 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares 3,975 $112K 0.02% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,189 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,032 shares; 2026Q1: 2,032 shares 2,032 $112K 0.02% 0 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares 2,497 $112K 0.02% 0 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: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 227 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $111K 0.02% 0 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: 466 shares; 2024Q4: 476 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 478 shares; 2026Q1: 466 shares 466 $111K 0.02% -12 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $111K 0.02% 0 Timeline CEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,918 shares; 2025Q1: 5,918 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 5,821 shares; 2026Q1: 5,821 shares 5,821 $110K 0.02% 0 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: 1,915 shares; 2025Q3: 1,924 shares; 2025Q4: 961 shares; 2026Q1: 963 shares 963 $107K 0.02% +2 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $107K 0.02% 0 Timeline VTC 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: 4,020 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $105K 0.02% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 802 shares 802 $104K 0.02% -3 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,950 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares 1,892 $103K 0.02% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,894 shares; 2026Q1: 3,894 shares 3,894 $99.8K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 1,219 shares; 2025Q4: 1,446 shares; 2026Q1: 1,292 shares 1,292 $99.7K 0.02% -154 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: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 854 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares 1,457 $99.5K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,085 shares; 2025Q1: 1,065 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,068 shares; 2026Q1: 1,193 shares 1,193 $98.3K 0.02% +125 Timeline USHY 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 610 shares; 2025Q3: 2,616 shares; 2025Q4: 2,669 shares; 2026Q1: 2,669 shares 2,669 $98.3K 0.02% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $98.3K 0.02% 0 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: 7,463 shares; 2024Q4: 7,463 shares; 2025Q1: 7,187 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,475 shares; 2026Q1: 8,475 shares 8,475 $97.8K 0.02% +1,000 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 779 shares; 2025Q1: 903 shares; 2025Q2: 1,030 shares; 2025Q3: 1,518 shares; 2025Q4: 15,579 shares; 2026Q1: 1,951 shares 1,951 $96.6K 0.02% -13,628 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 4,116 shares; 2025Q1: 4,116 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,047 shares; 2026Q1: 4,047 shares 4,047 $96.4K 0.02% 0 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares 3,025 $96.3K 0.02% 0 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: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,850 shares; 2025Q4: 1,958 shares; 2026Q1: 1,828 shares 1,828 $95.1K 0.02% -130 Timeline BBIN 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: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,359 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,131 shares; 2026Q1: 1,286 shares 1,286 $94K 0.02% +155 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 3,854 shares; 2026Q1: 3,854 shares 3,854 $92.3K 0.02% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares; 2026Q1: 2,681 shares 2,681 $90.3K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $89.9K 0.02% 0 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: 859 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 898 shares; 2025Q4: 937 shares; 2026Q1: 937 shares 937 $89.6K 0.02% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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 $89.6K 0.02% new Timeline IEUR 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: 1,274 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares 1,274 $89.5K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 571 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $89.4K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,662 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares 1,649 $89.1K 0.02% 0 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: 657 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,280 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares 1,195 $89K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $88.8K 0.02% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET 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: 1,500 shares; 2026Q1: 1,500 shares 1,500 $88.4K 0.02% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM 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: 3,878 shares 3,878 $88K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 791 shares 791 $86.8K 0.02% +151 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 683 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715 $86.4K 0.02% 0 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 65 shares 65 $85.9K 0.02% +27 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 493 shares 493 $85.5K 0.02% +382 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 694 shares; 2025Q4: 451 shares; 2026Q1: 966 shares 966 $85.2K 0.02% +515 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 737 shares 737 $84.6K 0.02% +676 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: 522 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $84.6K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares 1,184 $84.5K 0.02% 0 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 4,736 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares 4,736 $82.8K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 516 shares; 2025Q3: 491 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $82.7K 0.01% 0 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: 454 shares; 2024Q4: 463 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 342 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $82.2K 0.01% 0 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 3,024 shares; 2026Q1: 3,024 shares 3,024 $82.1K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares; 2026Q1: 2,666 shares 2,666 $81.4K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 973 shares; 2025Q4: 1,825 shares; 2026Q1: 814 shares 814 $80.1K 0.01% -1,011 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 3,954 shares 3,954 $79.7K 0.01% 0 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: 246 shares; 2024Q4: 246 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 248 shares 248 $79.5K 0.01% -1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $79.4K 0.01% 0 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares 1,572 $79.3K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 207 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $78.8K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 458 shares; 2025Q4: 457 shares; 2026Q1: 455 shares 455 $78.7K 0.01% -2 Timeline HYXF 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: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $78.7K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,132 shares 7,132 $78.3K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $77.8K 0.01% 0 Timeline CIBR 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239 $77.7K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,716 shares; 2026Q1: 5,716 shares 5,716 $77.2K 0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 167 shares 167 $77K 0.01% +107 Timeline SCHP 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: 213 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: 2,888 shares 2,888 $76.9K 0.01% -44 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $76.1K 0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $76.1K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 462 shares 462 $75.8K 0.01% -95 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $75.8K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 450 shares 450 $74.7K 0.01% -4 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 307 shares; 2025Q4: 1,309 shares; 2026Q1: 1,002 shares 1,002 $74.5K 0.01% -307 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $74.4K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 18 shares; 2025Q4: 61 shares; 2026Q1: 682 shares 682 $73.8K 0.01% +621 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,210 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $73.4K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 1,252 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,026 shares 1,026 $73K 0.01% -221 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares 1,098 $71.4K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 387 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 449 shares; 2025Q4: 378 shares; 2026Q1: 376 shares 376 $71.3K 0.01% -2 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $71.3K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 664 shares; 2025Q1: 680 shares; 2025Q2: 682 shares; 2025Q3: 684 shares; 2025Q4: 606 shares; 2026Q1: 614 shares 614 $70.9K 0.01% +8 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $70.6K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 519 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $70.6K 0.01% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $70.5K 0.01% 0 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: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 270 shares 270 $70.3K 0.01% +29 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,439 shares; 2025Q1: 945 shares; 2025Q2: 645 shares; 2025Q3: 626 shares; 2025Q4: 828 shares; 2026Q1: 1,175 shares 1,175 $69.1K 0.01% +347 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 999 shares 999 $68.3K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $67.5K 0.01% 0 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: 173 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 348 shares; 2025Q4: 376 shares; 2026Q1: 374 shares 374 $67.3K 0.01% -2 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares; 2026Q1: 3,491 shares 3,491 $67.1K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $66.9K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,244 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 741 shares; 2025Q4: 691 shares; 2026Q1: 691 shares 691 $66.7K 0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $66.4K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 943 shares; 2025Q1: 957 shares; 2025Q2: 973 shares; 2025Q3: 990 shares; 2025Q4: 1,007 shares; 2026Q1: 1,022 shares 1,022 $66.4K 0.01% +15 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 410 shares; 2025Q4: 372 shares; 2026Q1: 499 shares 499 $65.3K 0.01% +127 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $65.3K 0.01% 0 Timeline DHS 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 594 shares 594 $64.9K 0.01% +124 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 846 shares; 2025Q2: 843 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $64.8K 0.01% 0 Timeline VTWO 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: 15 shares; 2024Q4: 407 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $63.5K 0.01% 0 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 346 shares; 2025Q2: 478 shares; 2025Q3: 653 shares; 2025Q4: 657 shares; 2026Q1: 678 shares 678 $63.3K 0.01% +21 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $63K 0.01% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 430 shares 430 $62.4K 0.01% +20 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: 452 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 524 shares; 2026Q1: 214 shares 214 $62.2K 0.01% -310 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $60.8K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 271 shares; 2026Q1: 478 shares 478 $60K 0.01% +207 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: 577 shares; 2024Q4: 587 shares; 2025Q1: 494 shares; 2025Q2: 394 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 448 shares 448 $59.1K 0.01% +42 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: 32 shares; 2024Q4: 97 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 42 shares; 2025Q4: 34 shares; 2026Q1: 644 shares 644 $59K 0.01% +610 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 939 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 939 shares 939 $58.9K 0.01% -21 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714 $58.5K 0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares 1,237 $57.2K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539 $57.1K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 495 shares 495 $57.1K 0.01% -21 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: 654 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 654 shares 654 $56.8K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $56.8K 0.01% 0 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: 73 shares; 2024Q4: 105 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 83 shares 83 $56.6K 0.01% +9 Timeline