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: 710,943 shares; 2024Q4: 665,117 shares; 2025Q1: 651,745 shares; 2025Q2: 617,640 shares; 2025Q3: 524,920 shares; 2025Q4: 516,721 shares; 2026Q1: 513,515 shares 513,515 $159M 6.26% -3,206 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: 466,430 shares; 2024Q4: 459,582 shares; 2025Q1: 456,816 shares; 2025Q2: 448,521 shares; 2025Q3: 445,801 shares; 2025Q4: 434,664 shares; 2026Q1: 422,864 shares 422,864 $122M 4.79% -11,800 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: 102,277 shares; 2024Q4: 102,797 shares; 2025Q1: 101,555 shares; 2025Q2: 104,384 shares; 2025Q3: 103,871 shares; 2025Q4: 103,730 shares; 2026Q1: 102,848 shares 102,848 $94.6M 3.73% -882 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,610 shares; 2024Q4: 383,031 shares; 2025Q1: 381,122 shares; 2025Q2: 367,156 shares; 2025Q3: 368,134 shares; 2025Q4: 363,394 shares; 2026Q1: 359,634 shares 359,634 $91.3M 3.6% -3,760 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: 215,230 shares; 2024Q4: 213,623 shares; 2025Q1: 209,407 shares; 2025Q2: 196,933 shares; 2025Q3: 192,378 shares; 2025Q4: 191,013 shares; 2026Q1: 188,487 shares 188,487 $90.3M 3.56% -2,526 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: 243,889 shares; 2024Q4: 242,095 shares; 2025Q1: 242,140 shares; 2025Q2: 238,713 shares; 2025Q3: 238,768 shares; 2025Q4: 236,677 shares; 2026Q1: 234,657 shares 234,657 $86.9M 3.42% -2,020 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: 405,239 shares; 2024Q4: 401,507 shares; 2025Q1: 398,811 shares; 2025Q2: 368,133 shares; 2025Q3: 369,625 shares; 2025Q4: 364,515 shares; 2026Q1: 363,169 shares 363,169 $75.6M 2.98% -1,346 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: 415,208 shares; 2024Q4: 416,830 shares; 2025Q1: 429,068 shares; 2025Q2: 425,905 shares; 2025Q3: 426,191 shares; 2025Q4: 418,903 shares; 2026Q1: 412,267 shares 412,267 $71.9M 2.83% -6,636 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,066 shares; 2024Q4: 468,624 shares; 2025Q1: 464,151 shares; 2025Q2: 447,000 shares; 2025Q3: 444,531 shares; 2025Q4: 437,975 shares; 2026Q1: 430,749 shares 430,749 $69.1M 2.72% -7,226 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: 86,875 shares; 2024Q4: 85,560 shares; 2025Q1: 84,656 shares; 2025Q2: 81,223 shares; 2025Q3: 80,770 shares; 2025Q4: 79,089 shares; 2026Q1: 77,842 shares 77,842 $65.9M 2.6% -1,247 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: 439,915 shares; 2024Q4: 438,790 shares; 2025Q1: 438,237 shares; 2025Q2: 426,968 shares; 2025Q3: 427,116 shares; 2025Q4: 426,852 shares; 2026Q1: 423,269 shares 423,269 $65.7M 2.59% -3,583 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: 275,197 shares; 2024Q4: 274,775 shares; 2025Q1: 273,469 shares; 2025Q2: 264,455 shares; 2025Q3: 265,036 shares; 2025Q4: 264,659 shares; 2026Q1: 261,405 shares 261,405 $63.4M 2.5% -3,254 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: 76,093 shares; 2024Q4: 72,968 shares; 2025Q1: 73,601 shares; 2025Q2: 70,151 shares; 2025Q3: 89,216 shares; 2025Q4: 92,187 shares; 2026Q1: 92,487 shares 92,487 $60.1M 2.37% +300 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: 335,515 shares; 2024Q4: 333,554 shares; 2025Q1: 330,841 shares; 2025Q2: 321,212 shares; 2025Q3: 322,227 shares; 2025Q4: 318,260 shares; 2026Q1: 311,307 shares 311,307 $60.1M 2.37% -6,953 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: 629,322 shares; 2024Q4: 628,202 shares; 2025Q1: 622,981 shares; 2025Q2: 605,786 shares; 2025Q3: 604,821 shares; 2025Q4: 604,676 shares; 2026Q1: 601,413 shares 601,413 $58M 2.28% -3,263 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: 210,652 shares; 2024Q4: 207,251 shares; 2025Q1: 205,552 shares; 2025Q2: 200,043 shares; 2025Q3: 198,462 shares; 2025Q4: 194,773 shares; 2026Q1: 192,979 shares 192,979 $56.8M 2.24% -1,794 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: 244,972 shares; 2024Q4: 242,200 shares; 2025Q1: 241,508 shares; 2025Q2: 229,557 shares; 2025Q3: 227,056 shares; 2025Q4: 225,680 shares; 2026Q1: 221,534 shares 221,534 $54.2M 2.13% -4,146 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: 206,258 shares; 2024Q4: 203,688 shares; 2025Q1: 200,716 shares; 2025Q2: 187,187 shares; 2025Q3: 189,027 shares; 2025Q4: 188,762 shares; 2026Q1: 185,331 shares 185,331 $53.2M 2.1% -3,431 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: 55,145 shares; 2024Q4: 54,487 shares; 2025Q1: 54,180 shares; 2025Q2: 51,186 shares; 2025Q3: 51,031 shares; 2025Q4: 50,467 shares; 2026Q1: 50,027 shares 50,027 $49.8M 1.96% -440 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,170,040 shares 6,170,040 $38.5M 1.52% new 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: 76,783 shares; 2024Q4: 73,018 shares; 2025Q1: 72,372 shares; 2025Q2: 68,470 shares; 2025Q3: 67,888 shares; 2025Q4: 67,352 shares; 2026Q1: 65,631 shares 65,631 $37.9M 1.49% -1,721 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: 172,376 shares; 2024Q4: 171,741 shares; 2025Q1: 171,586 shares; 2025Q2: 167,128 shares; 2025Q3: 165,661 shares; 2025Q4: 165,451 shares; 2026Q1: 163,916 shares 163,916 $37M 1.46% -1,535 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: 85,045 shares; 2024Q4: 83,903 shares; 2025Q1: 83,483 shares; 2025Q2: 81,445 shares; 2025Q3: 81,114 shares; 2025Q4: 79,950 shares; 2026Q1: 79,105 shares 79,105 $36.5M 1.44% -845 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: 76,315 shares; 2024Q4: 75,920 shares; 2025Q1: 75,487 shares; 2025Q2: 73,333 shares; 2025Q3: 73,167 shares; 2025Q4: 72,766 shares; 2026Q1: 71,998 shares 71,998 $35.4M 1.39% -768 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: 39,623 shares; 2024Q4: 38,955 shares; 2025Q1: 38,445 shares; 2025Q2: 36,891 shares; 2025Q3: 36,626 shares; 2025Q4: 357,875 shares; 2026Q1: 353,267 shares 353,267 $34M 1.34% -4,608 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,057 shares; 2024Q4: 108,237 shares; 2025Q1: 108,444 shares; 2025Q2: 105,794 shares; 2025Q3: 105,237 shares; 2025Q4: 103,739 shares; 2026Q1: 102,196 shares 102,196 $33.3M 1.31% -1,543 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,757 shares; 2024Q4: 170,381 shares; 2025Q1: 170,052 shares; 2025Q2: 166,509 shares; 2025Q3: 166,464 shares; 2025Q4: 165,773 shares; 2026Q1: 163,987 shares 163,987 $32.3M 1.27% -1,786 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: 96,774 shares; 2024Q4: 95,244 shares; 2025Q1: 95,039 shares; 2025Q2: 92,742 shares; 2025Q3: 92,178 shares; 2025Q4: 89,982 shares; 2026Q1: 87,883 shares 87,883 $31.4M 1.24% -2,099 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,671 shares; 2024Q4: 189,567 shares; 2025Q1: 190,756 shares; 2025Q2: 239,475 shares; 2025Q3: 239,043 shares; 2025Q4: 236,383 shares; 2026Q1: 233,228 shares 233,228 $30.8M 1.22% -3,155 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: 663,482 shares; 2024Q4: 1,211,020 shares; 2025Q1: 1,199,566 shares; 2025Q2: 1,144,969 shares; 2025Q3: 1,119,571 shares; 2025Q4: 1,105,981 shares; 2026Q1: 1,028,297 shares 1,028,297 $29.9M 1.18% -77,684 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,989 shares; 2024Q4: 108,207 shares; 2025Q1: 108,353 shares; 2025Q2: 105,901 shares; 2025Q3: 105,506 shares; 2025Q4: 104,342 shares; 2026Q1: 102,688 shares 102,688 $28M 1.1% -1,654 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: 279,198 shares; 2024Q4: 280,856 shares; 2025Q1: 283,321 shares; 2025Q2: 232,280 shares; 2025Q3: 232,321 shares; 2025Q4: 229,918 shares; 2026Q1: 224,870 shares 224,870 $27M 1.07% -5,048 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,566 shares; 2024Q4: 313,516 shares; 2025Q1: 306,961 shares; 2025Q2: 303,056 shares; 2025Q3: 301,169 shares; 2025Q4: 294,933 shares; 2026Q1: 293,939 shares 293,939 $25.1M 0.99% -994 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: 77,488 shares; 2024Q4: 77,169 shares; 2025Q1: 77,164 shares; 2025Q2: 75,244 shares; 2025Q3: 74,878 shares; 2025Q4: 74,136 shares; 2026Q1: 73,200 shares 73,200 $24.1M 0.95% -936 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: 26,670 shares; 2024Q4: 26,600 shares; 2025Q1: 26,572 shares; 2025Q2: 25,246 shares; 2025Q3: 25,058 shares; 2025Q4: 24,866 shares; 2026Q1: 41,745 shares 41,745 $23.9M 0.94% +16,879 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: 70,104 shares; 2024Q4: 69,742 shares; 2025Q1: 69,800 shares; 2025Q2: 68,579 shares; 2025Q3: 68,473 shares; 2025Q4: 68,779 shares; 2026Q1: 68,785 shares 68,785 $22.6M 0.89% +6 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,046 shares; 2024Q4: 240,120 shares; 2025Q1: 241,567 shares; 2025Q2: 236,505 shares; 2025Q3: 236,238 shares; 2025Q4: 234,652 shares; 2026Q1: 232,742 shares 232,742 $21.6M 0.85% -1,910 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,019 shares 31,019 $21.2M 0.83% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,091 shares; 2025Q1: 2,455 shares; 2025Q2: 1,967 shares; 2025Q3: 22,086 shares; 2025Q4: 24,436 shares; 2026Q1: 28,234 shares 28,234 $18.4M 0.73% +3,798 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: 223,843 shares; 2024Q4: 222,755 shares; 2025Q1: 222,165 shares; 2025Q2: 209,081 shares; 2025Q3: 207,116 shares; 2025Q4: 204,906 shares; 2026Q1: 202,697 shares 202,697 $18.2M 0.72% -2,209 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: 121,226 shares; 2024Q4: 121,136 shares; 2025Q1: 121,136 shares; 2025Q2: 121,136 shares; 2025Q3: 120,700 shares; 2025Q4: 120,700 shares; 2026Q1: 120,700 shares 120,700 $17.5M 0.69% 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: 798,531 shares; 2024Q4: 805,118 shares; 2025Q1: 793,871 shares; 2025Q2: 758,319 shares; 2025Q3: 741,491 shares; 2025Q4: 733,484 shares; 2026Q1: 689,393 shares 689,393 $17.1M 0.67% -44,091 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: 104,259 shares; 2024Q4: 104,145 shares; 2025Q1: 105,020 shares; 2025Q2: 99,893 shares; 2025Q3: 99,459 shares; 2025Q4: 98,900 shares; 2026Q1: 97,680 shares 97,680 $16.6M 0.65% -1,220 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: 273,644 shares; 2024Q4: 273,963 shares; 2025Q1: 276,209 shares; 2025Q2: 271,745 shares; 2025Q3: 271,729 shares; 2025Q4: 270,852 shares; 2026Q1: 267,208 shares 267,208 $15.4M 0.61% -3,644 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,179 shares; 2024Q4: 11,545 shares; 2025Q1: 38,326 shares; 2025Q2: 38,727 shares; 2025Q3: 279,990 shares; 2025Q4: 277,679 shares; 2026Q1: 313,992 shares 313,992 $14.8M 0.58% +36,313 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995,072 shares; 2024Q4: 497,481 shares; 2025Q1: 490,494 shares; 2025Q2: 465,078 shares; 2025Q3: 453,951 shares; 2025Q4: 448,219 shares; 2026Q1: 428,431 shares 428,431 $14.1M 0.56% -19,788 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,325 shares; 2024Q4: 333,685 shares; 2025Q1: 331,333 shares; 2025Q2: 321,381 shares; 2025Q3: 320,990 shares; 2025Q4: 320,010 shares; 2026Q1: 310,506 shares 310,506 $14M 0.55% -9,504 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,374 shares; 2025Q2: 47,456 shares; 2025Q3: 47,987 shares; 2025Q4: 46,896 shares; 2026Q1: 46,474 shares 46,474 $13.2M 0.52% -422 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: 155,391 shares; 2024Q4: 155,511 shares; 2025Q1: 156,747 shares; 2025Q2: 144,858 shares; 2025Q3: 144,627 shares; 2025Q4: 142,471 shares; 2026Q1: 141,088 shares 141,088 $13.1M 0.52% -1,383 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,390 shares; 2024Q4: 139,400 shares; 2025Q1: 139,384 shares; 2025Q2: 136,141 shares; 2025Q3: 136,289 shares; 2025Q4: 133,951 shares; 2026Q1: 132,548 shares 132,548 $12.8M 0.5% -1,403 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: 108,128 shares; 2024Q4: 104,958 shares; 2025Q1: 102,465 shares; 2025Q2: 97,666 shares; 2025Q3: 85,742 shares; 2025Q4: 83,287 shares; 2026Q1: 82,157 shares 82,157 $12.8M 0.5% -1,130 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: 59,872 shares; 2024Q4: 60,359 shares; 2025Q1: 61,133 shares; 2025Q2: 61,267 shares; 2025Q3: 62,237 shares; 2025Q4: 62,100 shares; 2026Q1: 61,691 shares 61,691 $12.8M 0.5% -409 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,409 shares; 2024Q4: 25,996 shares; 2025Q1: 25,910 shares; 2025Q2: 25,029 shares; 2025Q3: 24,992 shares; 2025Q4: 123,089 shares; 2026Q1: 121,857 shares 121,857 $12.7M 0.5% -1,232 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,026 shares; 2024Q4: 94,162 shares; 2025Q1: 94,817 shares; 2025Q2: 91,888 shares; 2025Q3: 91,661 shares; 2025Q4: 90,161 shares; 2026Q1: 89,487 shares 89,487 $12.6M 0.49% -674 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: 575 shares; 2024Q4: 6,806 shares; 2025Q1: 6,944 shares; 2025Q2: 16,099 shares; 2025Q3: 16,073 shares; 2025Q4: 15,935 shares; 2026Q1: 15,566 shares 15,566 $12M 0.47% -369 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: 127,401 shares; 2024Q4: 130,102 shares; 2025Q1: 130,257 shares; 2025Q2: 115,720 shares; 2025Q3: 112,239 shares; 2025Q4: 111,415 shares; 2026Q1: 110,302 shares 110,302 $11.3M 0.45% -1,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,672 shares 175,672 $11M 0.43% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,803 shares; 2024Q4: 55,931 shares; 2025Q1: 56,667 shares; 2025Q2: 55,839 shares; 2025Q3: 55,770 shares; 2025Q4: 55,930 shares; 2026Q1: 55,481 shares 55,481 $10.5M 0.41% -449 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: 48,222 shares; 2024Q4: 46,416 shares; 2025Q1: 45,390 shares; 2025Q2: 38,668 shares; 2025Q3: 37,618 shares; 2025Q4: 37,375 shares; 2026Q1: 33,826 shares 33,826 $10.2M 0.4% -3,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,405 shares; 2025Q4: 78,371 shares; 2026Q1: 89,163 shares 89,163 $9.78M 0.39% +10,792 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,265 shares; 2024Q4: 177,954 shares; 2025Q1: 180,253 shares; 2025Q2: 174,349 shares; 2025Q3: 175,155 shares; 2025Q4: 176,535 shares; 2026Q1: 176,211 shares 176,211 $9.31M 0.37% -324 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: 8,895 shares; 2024Q4: 9,411 shares; 2025Q1: 9,981 shares; 2025Q2: 10,649 shares; 2025Q3: 26,366 shares; 2025Q4: 53,872 shares; 2026Q1: 74,728 shares 74,728 $9.29M 0.37% +20,856 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: 31,891 shares; 2024Q4: 31,891 shares; 2025Q1: 30,985 shares; 2025Q2: 29,469 shares; 2025Q3: 29,469 shares; 2025Q4: 29,343 shares; 2026Q1: 29,293 shares 29,293 $8.41M 0.33% -50 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: 52,084 shares; 2024Q4: 52,084 shares; 2025Q1: 52,002 shares; 2025Q2: 51,937 shares; 2025Q3: 51,945 shares; 2025Q4: 51,963 shares; 2026Q1: 52,003 shares 52,003 $8.3M 0.33% +40 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,419 shares; 2024Q4: 21,527 shares; 2025Q1: 21,172 shares; 2025Q2: 20,153 shares; 2025Q3: 20,187 shares; 2025Q4: 20,363 shares; 2026Q1: 20,145 shares 20,145 $7.99M 0.31% -218 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 17,735 shares; 2025Q1: 17,734 shares; 2025Q2: 17,396 shares; 2025Q3: 17,396 shares; 2025Q4: 17,396 shares; 2026Q1: 17,396 shares 17,396 $7.73M 0.3% 0 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: 139,657 shares; 2024Q4: 138,774 shares; 2025Q1: 139,072 shares; 2025Q2: 136,497 shares; 2025Q3: 134,983 shares; 2025Q4: 45,400 shares; 2026Q1: 44,330 shares 44,330 $7.65M 0.3% -1,070 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: 81,978 shares; 2024Q4: 32,500 shares; 2025Q1: 31,602 shares; 2025Q2: 30,097 shares; 2025Q3: 30,097 shares; 2025Q4: 58,086 shares; 2026Q1: 56,098 shares 56,098 $7.46M 0.29% -1,988 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: 9,165 shares; 2024Q4: 9,165 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 36,216 shares; 2025Q4: 66,726 shares; 2026Q1: 75,570 shares 75,570 $7.34M 0.29% +8,844 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: 48,518 shares; 2024Q4: 48,491 shares; 2025Q1: 37,594 shares; 2025Q2: 31,541 shares; 2025Q3: 30,260 shares; 2025Q4: 28,118 shares; 2026Q1: 26,010 shares 26,010 $6.77M 0.27% -2,108 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,042 shares; 2024Q4: 25,401 shares; 2025Q1: 26,260 shares; 2025Q2: 25,821 shares; 2025Q3: 25,854 shares; 2025Q4: 26,418 shares; 2026Q1: 26,685 shares 26,685 $6.49M 0.26% +267 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,582 shares; 2024Q4: 253,313 shares; 2025Q1: 256,280 shares; 2025Q2: 250,611 shares; 2025Q3: 248,414 shares; 2025Q4: 249,361 shares; 2026Q1: 248,991 shares 248,991 $6.38M 0.25% -370 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,330 shares; 2025Q2: 7,230 shares; 2025Q3: 45,948 shares; 2025Q4: 89,933 shares; 2026Q1: 90,291 shares 90,291 $5.79M 0.23% +358 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,862 shares; 2025Q4: 14,900 shares; 2026Q1: 14,928 shares 14,928 $5.53M 0.22% +28 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.2% 0 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,991 shares; 2024Q4: 12,399 shares; 2025Q1: 38,351 shares; 2025Q2: 65,782 shares; 2025Q3: 153,935 shares; 2025Q4: 156,584 shares; 2026Q1: 158,141 shares 158,141 $4.81M 0.19% +1,557 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: 39,440 shares; 2024Q4: 39,164 shares; 2025Q1: 36,203 shares; 2025Q2: 36,171 shares; 2025Q3: 33,671 shares; 2025Q4: 33,663 shares; 2026Q1: 32,021 shares 32,021 $4.63M 0.18% -1,642 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,578 shares; 2024Q4: 32,578 shares; 2025Q1: 32,578 shares; 2025Q2: 32,578 shares; 2025Q3: 32,578 shares; 2025Q4: 32,578 shares; 2026Q1: 32,578 shares 32,578 $4.53M 0.18% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 34,897 shares; 2025Q3: 35,309 shares; 2025Q4: 35,213 shares; 2026Q1: 34,971 shares 34,971 $4.42M 0.17% -242 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: 311,264 shares; 2024Q4: 297,391 shares; 2025Q1: 238,527 shares; 2025Q2: 183,565 shares; 2025Q3: 162,450 shares; 2025Q4: 161,775 shares; 2026Q1: 152,596 shares 152,596 $4.38M 0.17% -9,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,274 shares; 2025Q4: 167,361 shares; 2026Q1: 168,123 shares 168,123 $4.22M 0.17% +762 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 24,102 shares; 2026Q1: 131,106 shares 131,106 $3.8M 0.15% +107,004 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: 14,755 shares; 2024Q4: 14,548 shares; 2025Q1: 13,148 shares; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 13,103 shares; 2026Q1: 13,303 shares 13,303 $3.22M 0.13% +200 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: 18,391 shares; 2024Q4: 18,378 shares; 2025Q1: 17,781 shares; 2025Q2: 17,888 shares; 2025Q3: 19,879 shares; 2025Q4: 19,579 shares; 2026Q1: 19,831 shares 19,831 $2.9M 0.11% +252 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: 14,973 shares; 2024Q4: 14,056 shares; 2025Q1: 13,562 shares; 2025Q2: 13,447 shares; 2025Q3: 13,338 shares; 2025Q4: 13,203 shares; 2026Q1: 13,133 shares 13,133 $2.72M 0.11% -70 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,641 shares; 2026Q1: 28,116 shares 28,116 $2.68M 0.11% -67,525 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: 4,953 shares; 2024Q4: 4,954 shares; 2025Q1: 4,935 shares; 2025Q2: 4,902 shares; 2025Q3: 4,871 shares; 2025Q4: 4,836 shares; 2026Q1: 4,201 shares 4,201 $2.54M 0.1% -635 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: 83,460 shares; 2024Q4: 83,360 shares; 2025Q1: 82,655 shares; 2025Q2: 71,419 shares; 2025Q3: 54,023 shares; 2025Q4: 52,023 shares; 2026Q1: 52,023 shares 52,023 $2.54M 0.1% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 7,162 shares; 2025Q1: 6,636 shares; 2025Q2: 6,486 shares; 2025Q3: 6,486 shares; 2025Q4: 6,486 shares; 2026Q1: 6,486 shares 6,486 $2.49M 0.1% 0 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: 32,365 shares; 2024Q4: 31,695 shares; 2025Q1: 31,690 shares; 2025Q2: 31,572 shares; 2025Q3: 31,327 shares; 2025Q4: 31,354 shares; 2026Q1: 31,354 shares 31,354 $2.38M 0.09% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,082 shares 62,082 $2.38M 0.09% new 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: 28,413 shares; 2024Q4: 28,347 shares; 2025Q1: 28,198 shares; 2025Q2: 26,500 shares; 2025Q3: 23,626 shares; 2025Q4: 23,626 shares; 2026Q1: 23,626 shares 23,626 $2.32M 0.09% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,678 shares; 2024Q4: 29,631 shares; 2025Q1: 29,631 shares; 2025Q2: 29,579 shares; 2025Q3: 29,470 shares; 2025Q4: 29,445 shares; 2026Q1: 29,445 shares 29,445 $1.92M 0.08% 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: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares; 2026Q1: 2,628 shares 2,628 $1.86M 0.07% +2 Timeline SMMD 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: 22,700 shares; 2024Q4: 22,700 shares; 2025Q1: 22,700 shares; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 22,700 shares; 2026Q1: 22,700 shares 22,700 $1.73M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,758 shares; 2025Q4: 13,758 shares; 2026Q1: 13,758 shares 13,758 $1.63M 0.06% 0 Timeline EUSA 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: 4,737 shares; 2024Q4: 4,737 shares; 2025Q1: 4,737 shares; 2025Q2: 4,737 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $1.63M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,184 shares 28,184 $1.6M 0.06% new 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: 1,890 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares; 2026Q1: 2,632 shares 2,632 $1.57M 0.06% +33 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: 10,139 shares; 2024Q4: 10,140 shares; 2025Q1: 9,497 shares; 2025Q2: 9,469 shares; 2025Q3: 9,459 shares; 2025Q4: 9,459 shares; 2026Q1: 9,459 shares 9,459 $1.56M 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,489 shares; 2024Q4: 32,231 shares; 2025Q1: 32,167 shares; 2025Q2: 31,008 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 2,589 shares 2,589 $1.29M 0.05% +759 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: 11,850 shares; 2024Q4: 11,655 shares; 2025Q1: 11,616 shares; 2025Q2: 5,356 shares; 2025Q3: 5,185 shares; 2025Q4: 5,075 shares; 2026Q1: 5,537 shares 5,537 $1.2M 0.05% +462 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: 10,564 shares; 2024Q4: 9,064 shares; 2025Q1: 9,064 shares; 2025Q2: 9,039 shares; 2025Q3: 8,839 shares; 2025Q4: 8,839 shares; 2026Q1: 7,919 shares 7,919 $1.1M 0.04% -920 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: 16,803 shares; 2024Q4: 16,804 shares; 2025Q1: 15,365 shares; 2025Q2: 15,365 shares; 2025Q3: 15,365 shares; 2025Q4: 15,365 shares; 2026Q1: 15,365 shares 15,365 $1.01M 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,852 shares; 2025Q1: 4,868 shares; 2025Q2: 4,868 shares; 2025Q3: 4,868 shares; 2025Q4: 4,873 shares; 2026Q1: 4,873 shares 4,873 $990K 0.04% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,305 shares 10,305 $968K 0.04% new 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: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,565 shares; 2025Q2: 3,566 shares; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares; 2026Q1: 7,636 shares 7,636 $949K 0.04% +4,069 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,779 shares 37,779 $949K 0.04% new 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: 4,062 shares; 2024Q4: 4,101 shares; 2025Q1: 4,101 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,003 shares; 2026Q1: 3,828 shares 3,828 $905K 0.04% -175 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: 4,390 shares; 2024Q4: 4,336 shares; 2025Q1: 4,178 shares; 2025Q2: 3,942 shares; 2025Q3: 3,804 shares; 2025Q4: 3,788 shares; 2026Q1: 2,888 shares 2,888 $898K 0.04% -900 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $835K 0.03% 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: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $805K 0.03% 0 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: 18,517 shares; 2024Q4: 18,517 shares; 2025Q1: 18,417 shares; 2025Q2: 18,341 shares; 2025Q3: 18,341 shares; 2025Q4: 18,341 shares; 2026Q1: 18,341 shares 18,341 $753K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 7,770 shares; 2025Q3: 7,128 shares; 2025Q4: 6,860 shares; 2026Q1: 6,814 shares 6,814 $752K 0.03% -46 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,272 shares; 2025Q4: 3,286 shares; 2026Q1: 3,297 shares 3,297 $704K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 3,582 shares 3,582 $679K 0.03% 0 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: 17,386 shares; 2024Q4: 17,386 shares; 2025Q1: 17,386 shares; 2025Q2: 17,054 shares; 2025Q3: 5,324 shares; 2025Q4: 5,324 shares; 2026Q1: 5,339 shares 5,339 $675K 0.03% +15 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 2,075 shares; 2025Q2: 1,826 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $629K 0.02% 0 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 3,200 shares; 2025Q3: 4,000 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $611K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares 4,115 $601K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,930 shares; 2025Q1: 14,930 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares; 2026Q1: 14,930 shares 14,930 $583K 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $541K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,783 shares; 2025Q1: 5,757 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: 4,289 shares; 2026Q1: 3,747 shares 3,747 $534K 0.02% -542 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,444 shares 1,444 $515K 0.02% +110 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: 2,956 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares 2,731 $501K 0.02% 0 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: 1,325 shares; 2024Q4: 1,245 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,646 shares 1,646 $497K 0.02% +370 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,356 shares; 2025Q3: 3,356 shares; 2025Q4: 2,974 shares; 2026Q1: 2,990 shares 2,990 $470K 0.02% +16 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: 6,797 shares; 2024Q4: 6,797 shares; 2025Q1: 6,547 shares; 2025Q2: 6,547 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares 3,047 $465K 0.02% 0 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: 8,498 shares; 2024Q4: 8,498 shares; 2025Q1: 8,498 shares; 2025Q2: 8,601 shares; 2025Q3: 8,603 shares; 2025Q4: 8,603 shares; 2026Q1: 8,603 shares 8,603 $465K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,868 shares; 2026Q1: 6,868 shares 6,868 $464K 0.02% 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: 12,366 shares; 2024Q4: 12,496 shares; 2025Q1: 12,496 shares; 2025Q2: 12,496 shares; 2025Q3: 12,496 shares; 2025Q4: 12,596 shares; 2026Q1: 12,596 shares 12,596 $461K 0.02% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $449K 0.02% 0 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: 1,577 shares; 2024Q4: 1,597 shares; 2025Q1: 1,014 shares; 2025Q2: 1,150 shares; 2025Q3: 1,186 shares; 2025Q4: 1,160 shares; 2026Q1: 1,187 shares 1,187 $441K 0.02% +27 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: 1,029 shares; 2024Q4: 1,031 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,036 shares; 2026Q1: 876 shares 876 $434K 0.02% -160 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: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $418K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,931 shares; 2024Q4: 18,931 shares; 2025Q1: 18,931 shares; 2025Q2: 15,852 shares; 2025Q3: 15,852 shares; 2025Q4: 15,852 shares; 2026Q1: 3,519 shares 3,519 $417K 0.02% -12,333 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,673 shares 1,673 $415K 0.02% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048 $409K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,865 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,865 shares; 2025Q3: 11,365 shares; 2025Q4: 11,365 shares; 2026Q1: 11,365 shares 11,365 $406K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares 1,142 $402K 0.02% 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: 4,830 shares; 2024Q4: 5,108 shares; 2025Q1: 5,206 shares; 2025Q2: 4,918 shares; 2025Q3: 4,898 shares; 2025Q4: 4,900 shares; 2026Q1: 4,911 shares 4,911 $391K 0.02% +11 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,347 shares; 2025Q1: 6,402 shares; 2025Q2: 6,402 shares; 2025Q3: 6,402 shares; 2025Q4: 6,402 shares; 2026Q1: 6,402 shares 6,402 $384K 0.02% 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: 7,276 shares; 2024Q4: 7,116 shares; 2025Q1: 7,146 shares; 2025Q2: 7,146 shares; 2025Q3: 7,146 shares; 2025Q4: 6,946 shares; 2026Q1: 7,346 shares 7,346 $369K 0.01% +400 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: 10,604 shares; 2024Q4: 10,604 shares; 2025Q1: 10,235 shares; 2025Q2: 9,955 shares; 2025Q3: 9,920 shares; 2025Q4: 9,820 shares; 2026Q1: 9,820 shares 9,820 $361K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,890 shares; 2025Q1: 3,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares; 2025Q4: 3,895 shares; 2026Q1: 3,703 shares 3,703 $348K 0.01% -192 Timeline USRT 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: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 5,867 shares; 2025Q2: 5,867 shares; 2025Q3: 5,867 shares; 2025Q4: 5,867 shares; 2026Q1: 5,867 shares 5,867 $347K 0.01% 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: 5,758 shares; 2024Q4: 5,758 shares; 2025Q1: not reported; 2025Q2: 4,158 shares; 2025Q3: 4,158 shares; 2025Q4: 4,158 shares; 2026Q1: 4,158 shares 4,158 $310K 0.01% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 4,105 shares 4,105 $309K 0.01% 0 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,909 shares; 2025Q1: 7,909 shares; 2025Q2: 7,909 shares; 2025Q3: 7,909 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares 7,909 $301K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $300K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares 1,553 $298K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,302 shares; 2025Q2: 2,247 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,237 shares 2,237 $288K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 325 shares; 2026Q1: 330 shares 330 $288K 0.01% +5 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: 307 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 298 shares 298 $287K 0.01% -14 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: 4,744 shares; 2024Q4: 4,644 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,259 shares; 2025Q4: 4,286 shares; 2026Q1: 3,692 shares 3,692 $286K 0.01% -594 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: 15,946 shares; 2024Q4: 15,946 shares; 2025Q1: 16,006 shares; 2025Q2: 16,006 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,060 shares 2,060 $280K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,326 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,326 shares; 2026Q1: 3,326 shares 3,326 $278K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 16,452 shares; 2025Q1: 16,452 shares; 2025Q2: 16,452 shares; 2025Q3: 16,452 shares; 2025Q4: 16,452 shares; 2026Q1: 16,452 shares 16,452 $275K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 5,912 shares; 2025Q1: 5,912 shares; 2025Q2: 5,912 shares; 2025Q3: 5,912 shares; 2025Q4: 5,912 shares; 2026Q1: 5,912 shares 5,912 $272K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,262 shares; 2024Q4: 13,509 shares; 2025Q1: 13,509 shares; 2025Q2: 9,347 shares; 2025Q3: 9,347 shares; 2025Q4: 9,547 shares; 2026Q1: 9,547 shares 9,547 $268K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,227 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares 1,197 $257K 0.01% 0 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: 899 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $251K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $251K 0.01% new 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: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares 1,401 $243K 0.01% 0 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: 5,141 shares; 2024Q4: 4,918 shares; 2025Q1: 4,928 shares; 2025Q2: 3,755 shares; 2025Q3: 3,755 shares; 2025Q4: 3,755 shares; 2026Q1: 3,380 shares 3,380 $243K 0.01% -375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $240K 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: not reported; 2026Q1: 2,054 shares 2,054 $237K 0.01% new 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: 921 shares; 2024Q4: 921 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $237K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $234K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,911 shares; 2025Q4: 5,534 shares; 2026Q1: 6,090 shares 6,090 $234K 0.01% +556 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: 842 shares; 2024Q4: 840 shares; 2025Q1: 816 shares; 2025Q2: 726 shares; 2025Q3: 672 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $225K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares 1,321 $225K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,091 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,167 shares; 2025Q4: 1,124 shares; 2026Q1: 1,202 shares 1,202 $224K 0.01% +78 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,712 shares; 2025Q1: 1,405 shares; 2025Q2: 1,355 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $224K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares 844 $221K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 5,461 shares; 2025Q1: 5,254 shares; 2025Q2: 5,254 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,761 shares 4,761 $221K 0.01% 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: 1,930 shares; 2024Q4: 1,846 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 827 shares 827 $221K 0.01% -450 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 241 shares 241 $216K 0.01% +4 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,312 shares 3,312 $215K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $211K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,731 shares 3,731 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,813 shares 1,813 $205K 0.01% new 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: 8,582 shares; 2024Q4: 8,063 shares; 2025Q1: 7,524 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,366 shares 3,366 $204K 0.01% new 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: 2,015 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: not reported; 2026Q1: 2,015 shares 2,015 $203K 0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 928 shares; 2025Q1: 941 shares; 2025Q2: 964 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 748 shares 748 $202K 0.01% -125 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR 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: not reported; 2025Q3: 10,209 shares; 2025Q4: 10,209 shares; 2026Q1: 10,209 shares 10,209 $14.3K <0.01% 0 Timeline