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: 522,623 shares; 2024Q4: 522,942 shares; 2025Q1: 528,936 shares; 2025Q2: 511,769 shares; 2025Q3: 507,621 shares; 2025Q4: 514,195 shares; 2026Q1: 526,701 shares 526,701 $344M 16.47% +12,506 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: 1,142,860 shares; 2024Q4: 1,306,764 shares; 2025Q1: 1,408,916 shares; 2025Q2: 1,618,829 shares; 2025Q3: 1,779,660 shares; 2025Q4: 2,087,310 shares; 2026Q1: 2,425,416 shares 2,425,416 $121M 5.8% +338,106 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: 1,359,721 shares; 2024Q4: 1,382,218 shares; 2025Q1: 1,432,678 shares; 2025Q2: 1,397,827 shares; 2025Q3: 1,444,799 shares; 2025Q4: 1,512,766 shares; 2026Q1: 1,556,145 shares 1,556,145 $105M 5.03% +43,379 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: 565,812 shares; 2024Q4: 656,176 shares; 2025Q1: 698,801 shares; 2025Q2: 745,623 shares; 2025Q3: 838,650 shares; 2025Q4: 909,227 shares; 2026Q1: 957,356 shares 957,356 $86.7M 4.15% +48,129 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: 827,056 shares; 2024Q4: 882,466 shares; 2025Q1: 963,057 shares; 2025Q2: 1,005,173 shares; 2025Q3: 1,071,049 shares; 2025Q4: 1,145,549 shares; 2026Q1: 1,210,939 shares 1,210,939 $77.6M 3.71% +65,390 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: 121,174 shares; 2024Q4: 119,813 shares; 2025Q1: 119,956 shares; 2025Q2: 118,212 shares; 2025Q3: 117,901 shares; 2025Q4: 115,228 shares; 2026Q1: 115,315 shares 115,315 $75M 3.59% +87 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: 531,921 shares; 2024Q4: 537,324 shares; 2025Q1: 549,890 shares; 2025Q2: 534,526 shares; 2025Q3: 551,551 shares; 2025Q4: 567,432 shares; 2026Q1: 592,795 shares 592,795 $73.7M 3.53% +25,363 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: 248,989 shares; 2024Q4: 251,534 shares; 2025Q1: 253,189 shares; 2025Q2: 259,702 shares; 2025Q3: 272,103 shares; 2025Q4: 272,012 shares; 2026Q1: 269,842 shares 269,842 $68.5M 3.28% -2,170 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: 1,110,654 shares; 2024Q4: 1,098,135 shares; 2025Q1: 1,132,034 shares; 2025Q2: 1,196,168 shares; 2025Q3: 1,194,210 shares; 2025Q4: 1,195,167 shares; 2026Q1: 1,173,507 shares 1,173,507 $66.4M 3.18% -21,660 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: 683,097 shares; 2024Q4: 674,165 shares; 2025Q1: 689,483 shares; 2025Q2: 716,008 shares; 2025Q3: 684,950 shares; 2025Q4: 666,209 shares; 2026Q1: 654,814 shares 654,814 $64.1M 3.07% -11,395 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: 626,510 shares; 2024Q4: 776,385 shares; 2025Q1: 808,311 shares; 2025Q2: 984,182 shares; 2025Q3: 981,006 shares; 2025Q4: 995,128 shares; 2026Q1: 1,004,376 shares 1,004,376 $54.3M 2.6% +9,248 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: 262,803 shares; 2024Q4: 267,384 shares; 2025Q1: 284,369 shares; 2025Q2: 284,786 shares; 2025Q3: 285,548 shares; 2025Q4: 302,357 shares; 2026Q1: 329,029 shares 329,029 $37.8M 1.81% +26,672 Timeline IBDU 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: 1,211,319 shares; 2024Q4: 1,281,609 shares; 2025Q1: 1,332,602 shares; 2025Q2: 1,346,557 shares; 2025Q3: 1,421,892 shares; 2025Q4: 1,539,005 shares; 2026Q1: 1,580,678 shares 1,580,678 $36.8M 1.76% +41,673 Timeline IBDV 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: 979,221 shares; 2024Q4: 1,169,191 shares; 2025Q1: 1,312,798 shares; 2025Q2: 1,338,959 shares; 2025Q3: 1,435,980 shares; 2025Q4: 1,569,753 shares; 2026Q1: 1,650,363 shares 1,650,363 $36.1M 1.73% +80,610 Timeline IBDW 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: 774,020 shares; 2024Q4: 1,024,300 shares; 2025Q1: 1,282,281 shares; 2025Q2: 1,311,440 shares; 2025Q3: 1,419,923 shares; 2025Q4: 1,580,348 shares; 2026Q1: 1,699,798 shares 1,699,798 $35.6M 1.7% +119,450 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: 182,434 shares; 2024Q4: 242,456 shares; 2025Q1: 266,767 shares; 2025Q2: 436,432 shares; 2025Q3: 458,703 shares; 2025Q4: 460,682 shares; 2026Q1: 484,089 shares 484,089 $33.8M 1.62% +23,407 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: 384,567 shares; 2024Q4: 378,386 shares; 2025Q1: 377,973 shares; 2025Q2: 374,660 shares; 2025Q3: 370,580 shares; 2025Q4: 363,088 shares; 2026Q1: 361,598 shares 361,598 $33.5M 1.61% -1,490 Timeline IBDT 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: 1,059,782 shares; 2024Q4: 1,087,184 shares; 2025Q1: 1,098,833 shares; 2025Q2: 1,113,518 shares; 2025Q3: 1,161,401 shares; 2025Q4: 1,266,855 shares; 2026Q1: 1,304,385 shares 1,304,385 $33M 1.58% +37,530 Timeline MDYV 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: 344,556 shares; 2024Q4: 343,576 shares; 2025Q1: 346,152 shares; 2025Q2: 372,304 shares; 2025Q3: 370,971 shares; 2025Q4: 371,154 shares; 2026Q1: 369,859 shares 369,859 $31.5M 1.51% -1,295 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: 301,152 shares; 2024Q4: 299,996 shares; 2025Q1: 302,748 shares; 2025Q2: 327,619 shares; 2025Q3: 325,832 shares; 2025Q4: 326,092 shares; 2026Q1: 324,175 shares 324,175 $31.1M 1.49% -1,917 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706,293 shares; 2024Q4: 691,816 shares; 2025Q1: 691,425 shares; 2025Q2: 686,277 shares; 2025Q3: 681,499 shares; 2025Q4: 681,565 shares; 2026Q1: 618,139 shares 618,139 $29.4M 1.41% -63,426 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: 205,028 shares; 2024Q4: 204,025 shares; 2025Q1: 202,040 shares; 2025Q2: 195,246 shares; 2025Q3: 193,866 shares; 2025Q4: 191,865 shares; 2026Q1: 189,356 shares 189,356 $27.6M 1.32% -2,509 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: 420,721 shares; 2024Q4: 409,624 shares; 2025Q1: 447,198 shares; 2025Q2: 447,081 shares; 2025Q3: 447,137 shares; 2025Q4: 427,017 shares; 2026Q1: 456,878 shares 456,878 $27.4M 1.31% +29,861 Timeline IBDX 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: 393,449 shares; 2025Q2: 514,089 shares; 2025Q3: 675,192 shares; 2025Q4: 886,734 shares; 2026Q1: 1,081,554 shares 1,081,554 $27.3M 1.31% +194,820 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: 257,041 shares; 2024Q4: 254,949 shares; 2025Q1: 262,088 shares; 2025Q2: 284,381 shares; 2025Q3: 282,377 shares; 2025Q4: 281,798 shares; 2026Q1: 281,041 shares 281,041 $26.6M 1.27% -757 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: 43,599 shares; 2024Q4: 42,281 shares; 2025Q1: 42,360 shares; 2025Q2: 42,378 shares; 2025Q3: 41,928 shares; 2025Q4: 41,828 shares; 2026Q1: 41,668 shares 41,668 $25.7M 1.23% -160 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: 174,915 shares; 2024Q4: 172,848 shares; 2025Q1: 179,669 shares; 2025Q2: 204,846 shares; 2025Q3: 204,487 shares; 2025Q4: 204,649 shares; 2026Q1: 204,106 shares 204,106 $19.7M 0.94% -543 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: 47,351 shares; 2024Q4: 46,712 shares; 2025Q1: 46,756 shares; 2025Q2: 46,249 shares; 2025Q3: 46,092 shares; 2025Q4: 44,638 shares; 2026Q1: 44,937 shares 44,937 $14.4M 0.69% +299 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: 30,111 shares; 2024Q4: 28,875 shares; 2025Q1: 30,257 shares; 2025Q2: 34,050 shares; 2025Q3: 35,542 shares; 2025Q4: 35,757 shares; 2026Q1: 37,161 shares 37,161 $13.8M 0.66% +1,404 Timeline NYF 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: 196,898 shares; 2024Q4: 220,328 shares; 2025Q1: 227,887 shares; 2025Q2: 222,354 shares; 2025Q3: 233,173 shares; 2025Q4: 235,756 shares; 2026Q1: 239,875 shares 239,875 $12.7M 0.61% +4,119 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: 178,508 shares; 2024Q4: 171,363 shares; 2025Q1: 170,065 shares; 2025Q2: 162,668 shares; 2025Q3: 159,550 shares; 2025Q4: 157,675 shares; 2026Q1: 156,770 shares 156,770 $12.3M 0.59% -905 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: 44,168 shares; 2024Q4: 45,094 shares; 2025Q1: 45,565 shares; 2025Q2: 51,175 shares; 2025Q3: 57,007 shares; 2025Q4: 57,335 shares; 2026Q1: 58,351 shares 58,351 $12.2M 0.58% +1,016 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: 30,060 shares; 2024Q4: 37,329 shares; 2025Q1: 40,721 shares; 2025Q2: 53,387 shares; 2025Q3: 61,289 shares; 2025Q4: 64,314 shares; 2026Q1: 66,895 shares 66,895 $11.7M 0.56% +2,581 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,104 shares; 2024Q4: 160,509 shares; 2025Q1: 160,540 shares; 2025Q2: 139,972 shares; 2025Q3: 116,300 shares; 2025Q4: 81,776 shares; 2026Q1: 82,167 shares 82,167 $9.7M 0.46% +391 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: 26,156 shares; 2024Q4: 26,741 shares; 2025Q1: 26,168 shares; 2025Q2: 26,660 shares; 2025Q3: 30,459 shares; 2025Q4: 30,611 shares; 2026Q1: 30,999 shares 30,999 $8.89M 0.43% +388 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: 17,797 shares; 2024Q4: 19,145 shares; 2025Q1: 19,263 shares; 2025Q2: 23,078 shares; 2025Q3: 25,761 shares; 2025Q4: 26,544 shares; 2026Q1: 27,370 shares 27,370 $7.87M 0.38% +826 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: 22,103 shares; 2024Q4: 22,053 shares; 2025Q1: 22,053 shares; 2025Q2: 22,053 shares; 2025Q3: 22,053 shares; 2025Q4: 21,804 shares; 2026Q1: 22,034 shares 22,034 $7.86M 0.38% +230 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: 33,114 shares; 2024Q4: 32,130 shares; 2025Q1: 32,131 shares; 2025Q2: 32,082 shares; 2025Q3: 32,023 shares; 2025Q4: 31,608 shares; 2026Q1: 31,249 shares 31,249 $7.75M 0.37% -359 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: 27,257 shares; 2024Q4: 18,099 shares; 2025Q1: 19,347 shares; 2025Q2: 20,662 shares; 2025Q3: 28,601 shares; 2025Q4: 28,403 shares; 2026Q1: 25,794 shares 25,794 $7.59M 0.36% -2,609 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: 8,632 shares; 2024Q4: 8,947 shares; 2025Q1: 11,130 shares; 2025Q2: 11,091 shares; 2025Q3: 11,112 shares; 2025Q4: 11,055 shares; 2026Q1: 11,339 shares 11,339 $6.78M 0.32% +284 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: 9,350 shares; 2024Q4: 9,375 shares; 2025Q1: 9,965 shares; 2025Q2: 10,752 shares; 2025Q3: 13,596 shares; 2025Q4: 13,901 shares; 2026Q1: 13,891 shares 13,891 $6.66M 0.32% -10 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: 52,009 shares; 2024Q4: 35,889 shares; 2025Q1: 35,703 shares; 2025Q2: 36,542 shares; 2025Q3: 38,901 shares; 2025Q4: 39,513 shares; 2026Q1: 38,929 shares 38,929 $6.6M 0.32% -584 Timeline TDTT 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: 313,519 shares; 2024Q4: 306,010 shares; 2025Q1: 304,329 shares; 2025Q2: 284,315 shares; 2025Q3: 273,026 shares; 2025Q4: 262,907 shares; 2026Q1: 266,019 shares 266,019 $6.45M 0.31% +3,112 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: 34,723 shares; 2024Q4: 20,201 shares; 2025Q1: 32,201 shares; 2025Q2: 24,877 shares; 2025Q3: 34,421 shares; 2025Q4: 47,429 shares; 2026Q1: 121,774 shares 121,774 $6.21M 0.3% +74,345 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 25,328 shares; 2025Q1: 25,328 shares; 2025Q2: 29,997 shares; 2025Q3: 23,487 shares; 2025Q4: 23,499 shares; 2026Q1: 19,041 shares 19,041 $5.79M 0.28% -4,458 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: 53,774 shares; 2024Q4: 52,828 shares; 2025Q1: 54,000 shares; 2025Q2: 54,397 shares; 2025Q3: 55,445 shares; 2025Q4: 57,629 shares; 2026Q1: 58,289 shares 58,289 $5.17M 0.25% +660 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: 32,672 shares; 2024Q4: 32,672 shares; 2025Q1: 32,672 shares; 2025Q2: 32,681 shares; 2025Q3: 32,281 shares; 2025Q4: 32,206 shares; 2026Q1: 32,219 shares 32,219 $4.88M 0.23% +13 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: 13,200 shares; 2024Q4: 13,295 shares; 2025Q1: 14,185 shares; 2025Q2: 14,185 shares; 2025Q3: 13,969 shares; 2025Q4: 13,969 shares; 2026Q1: 13,969 shares 13,969 $4.59M 0.22% 0 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: 15,315 shares; 2024Q4: 14,979 shares; 2025Q1: 16,984 shares; 2025Q2: 18,258 shares; 2025Q3: 17,601 shares; 2025Q4: 17,792 shares; 2026Q1: 18,072 shares 18,072 $4.42M 0.21% +280 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: 8,081 shares; 2024Q4: 8,470 shares; 2025Q1: 8,620 shares; 2025Q2: 11,332 shares; 2025Q3: 12,635 shares; 2025Q4: 13,154 shares; 2026Q1: 13,912 shares 13,912 $4.31M 0.21% +758 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,411 shares; 2024Q4: 57,181 shares; 2025Q1: 57,181 shares; 2025Q2: 57,181 shares; 2025Q3: 55,871 shares; 2025Q4: 55,735 shares; 2026Q1: 55,186 shares 55,186 $4.04M 0.19% -549 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: 62,218 shares; 2024Q4: 62,218 shares; 2025Q1: 62,218 shares; 2025Q2: 62,218 shares; 2025Q3: 61,618 shares; 2025Q4: 64,428 shares; 2026Q1: 64,332 shares 64,332 $4.02M 0.19% -96 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: 7,441 shares; 2024Q4: 7,236 shares; 2025Q1: 7,214 shares; 2025Q2: 7,535 shares; 2025Q3: 7,599 shares; 2025Q4: 7,732 shares; 2026Q1: 7,771 shares 7,771 $3.88M 0.19% +39 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: 4,048 shares; 2024Q4: 4,618 shares; 2025Q1: 4,914 shares; 2025Q2: 5,886 shares; 2025Q3: 6,515 shares; 2025Q4: 6,486 shares; 2026Q1: 6,702 shares 6,702 $3.83M 0.18% +216 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: 18,003 shares; 2024Q4: 17,997 shares; 2025Q1: 18,443 shares; 2025Q2: 18,610 shares; 2025Q3: 10,264 shares; 2025Q4: 10,392 shares; 2026Q1: 10,463 shares 10,463 $3.58M 0.17% +71 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: 31,488 shares; 2024Q4: 40,137 shares; 2025Q1: 51,137 shares; 2025Q2: 51,137 shares; 2025Q3: 51,710 shares; 2025Q4: 51,657 shares; 2026Q1: 47,597 shares 47,597 $3.57M 0.17% -4,060 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 9,721 shares; 2025Q1: 9,721 shares; 2025Q2: 9,721 shares; 2025Q3: 9,721 shares; 2025Q4: 66,367 shares; 2026Q1: 66,457 shares 66,457 $3.51M 0.17% +90 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,087 shares; 2025Q1: 3,068 shares; 2025Q2: 3,229 shares; 2025Q3: 3,329 shares; 2025Q4: 3,318 shares; 2026Q1: 3,418 shares 3,418 $3.41M 0.16% +100 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: 1,972 shares; 2024Q4: 2,167 shares; 2025Q1: 2,770 shares; 2025Q2: 2,772 shares; 2025Q3: 2,181 shares; 2025Q4: 7,233 shares; 2026Q1: 7,237 shares 7,237 $3.09M 0.15% +4 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: 34,287 shares; 2024Q4: 34,168 shares; 2025Q1: 34,718 shares; 2025Q2: 30,804 shares; 2025Q3: 30,304 shares; 2025Q4: 30,542 shares; 2026Q1: 31,103 shares 31,103 $3.02M 0.14% +561 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: 4,160 shares; 2024Q4: 5,210 shares; 2025Q1: 5,050 shares; 2025Q2: 6,432 shares; 2025Q3: 7,169 shares; 2025Q4: 7,890 shares; 2026Q1: 8,078 shares 8,078 $3M 0.14% +188 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: 11,665 shares; 2024Q4: 11,207 shares; 2025Q1: 11,683 shares; 2025Q2: 13,054 shares; 2025Q3: 12,718 shares; 2025Q4: 13,168 shares; 2026Q1: 13,120 shares 13,120 $2.85M 0.14% -48 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: 3,087 shares; 2024Q4: 2,667 shares; 2025Q1: 2,655 shares; 2025Q2: 3,204 shares; 2025Q3: 3,810 shares; 2025Q4: 6,917 shares; 2026Q1: 6,466 shares 6,466 $2.82M 0.14% -451 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: 9,314 shares; 2024Q4: 7,608 shares; 2025Q1: 7,819 shares; 2025Q2: 8,824 shares; 2025Q3: 9,091 shares; 2025Q4: 9,207 shares; 2026Q1: 9,132 shares 9,132 $2.76M 0.13% -75 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: 21,297 shares; 2024Q4: 20,805 shares; 2025Q1: 20,711 shares; 2025Q2: 20,668 shares; 2025Q3: 20,674 shares; 2025Q4: 20,642 shares; 2026Q1: 20,225 shares 20,225 $2.74M 0.13% -417 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: 11,072 shares; 2024Q4: 10,979 shares; 2025Q1: 10,665 shares; 2025Q2: 10,685 shares; 2025Q3: 10,685 shares; 2025Q4: 10,497 shares; 2026Q1: 10,463 shares 10,463 $2.74M 0.13% -34 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: 8,357 shares; 2024Q4: 8,318 shares; 2025Q1: 8,489 shares; 2025Q2: 9,139 shares; 2025Q3: 9,258 shares; 2025Q4: 9,500 shares; 2026Q1: 9,582 shares 9,582 $2.72M 0.13% +82 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: 12,942 shares; 2024Q4: 12,942 shares; 2025Q1: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares; 2025Q4: 14,297 shares; 2026Q1: 14,297 shares 14,297 $2.71M 0.13% 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: 15,368 shares; 2024Q4: 14,678 shares; 2025Q1: 14,428 shares; 2025Q2: 14,178 shares; 2025Q3: 13,608 shares; 2025Q4: 13,603 shares; 2026Q1: 13,603 shares 13,603 $2.61M 0.12% 0 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: 27,817 shares; 2024Q4: 28,235 shares; 2025Q1: 27,875 shares; 2025Q2: 28,780 shares; 2025Q3: 29,945 shares; 2025Q4: 29,986 shares; 2026Q1: 29,919 shares 29,919 $2.59M 0.12% -67 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,539 shares; 2025Q2: 15,956 shares; 2025Q3: 18,976 shares; 2025Q4: 18,997 shares; 2026Q1: 20,424 shares 20,424 $2.59M 0.12% +1,427 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,897 shares; 2024Q4: 30,115 shares; 2025Q1: 30,334 shares; 2025Q2: 29,030 shares; 2025Q3: 29,362 shares; 2025Q4: 29,741 shares; 2026Q1: 30,090 shares 30,090 $2.5M 0.12% +349 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: 51,608 shares; 2024Q4: 51,778 shares; 2025Q1: 57,410 shares; 2025Q2: 53,910 shares; 2025Q3: 47,808 shares; 2025Q4: 47,808 shares; 2026Q1: 47,808 shares 47,808 $2.42M 0.12% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 16,220 shares; 2025Q1: 13,336 shares; 2025Q2: 14,807 shares; 2025Q3: 14,792 shares; 2025Q4: 14,965 shares; 2026Q1: 15,141 shares 15,141 $2.42M 0.12% +176 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: 4,459 shares; 2024Q4: 4,459 shares; 2025Q1: 4,408 shares; 2025Q2: 5,871 shares; 2025Q3: 6,056 shares; 2025Q4: 13,601 shares; 2026Q1: 11,876 shares 11,876 $2.33M 0.11% -1,725 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,715 shares; 2025Q1: 6,861 shares; 2025Q2: 6,861 shares; 2025Q3: 6,861 shares; 2025Q4: 6,861 shares; 2026Q1: 7,144 shares 7,144 $2.27M 0.11% +283 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: 10,392 shares; 2024Q4: 10,268 shares; 2025Q1: 12,117 shares; 2025Q2: 13,801 shares; 2025Q3: 16,637 shares; 2025Q4: 15,438 shares; 2026Q1: 15,551 shares 15,551 $2.25M 0.11% +113 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: 2,094 shares; 2024Q4: 2,094 shares; 2025Q1: 2,101 shares; 2025Q2: 2,273 shares; 2025Q3: 2,345 shares; 2025Q4: 2,452 shares; 2026Q1: 2,547 shares 2,547 $2.22M 0.11% +95 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: 11,491 shares; 2024Q4: 11,973 shares; 2025Q1: 12,311 shares; 2025Q2: 14,215 shares; 2025Q3: 14,525 shares; 2025Q4: 14,407 shares; 2026Q1: 14,664 shares 14,664 $2.16M 0.1% +257 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: 3,195 shares; 2024Q4: 3,879 shares; 2025Q1: 3,642 shares; 2025Q2: 18,276 shares; 2025Q3: 19,016 shares; 2025Q4: 18,712 shares; 2026Q1: 18,984 shares 18,984 $2.15M 0.1% +272 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: 1,659 shares; 2024Q4: 1,725 shares; 2025Q1: 1,886 shares; 2025Q2: 2,232 shares; 2025Q3: 2,377 shares; 2025Q4: 2,303 shares; 2026Q1: 2,311 shares 2,311 $2.13M 0.1% +8 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: 8,897 shares; 2024Q4: 9,159 shares; 2025Q1: 9,346 shares; 2025Q2: 10,259 shares; 2025Q3: 20,433 shares; 2025Q4: 16,226 shares; 2026Q1: 16,668 shares 16,668 $2.07M 0.1% +442 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,507 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares 20,500 $2.06M 0.1% 0 Timeline EFAV 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: 24,861 shares; 2024Q4: 24,903 shares; 2025Q1: 24,321 shares; 2025Q2: 23,636 shares; 2025Q3: 23,146 shares; 2025Q4: 22,691 shares; 2026Q1: 22,541 shares 22,541 $2.06M 0.1% -150 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,163 shares; 2024Q4: 43,163 shares; 2025Q1: 43,163 shares; 2025Q2: 40,413 shares; 2025Q3: 40,413 shares; 2025Q4: 40,413 shares; 2026Q1: 40,413 shares 40,413 $2.05M 0.1% 0 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: 8,252 shares; 2024Q4: 7,749 shares; 2025Q1: 7,089 shares; 2025Q2: 6,781 shares; 2025Q3: 6,590 shares; 2025Q4: 6,518 shares; 2026Q1: 6,202 shares 6,202 $2.04M 0.1% -316 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,802 shares; 2024Q4: 46,852 shares; 2025Q1: 15,567 shares; 2025Q2: 10,567 shares; 2025Q3: 10,577 shares; 2025Q4: 6,880 shares; 2026Q1: 14,233 shares 14,233 $1.99M 0.1% +7,353 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: 673 shares; 2024Q4: 703 shares; 2025Q1: 1,606 shares; 2025Q2: 2,622 shares; 2025Q3: 2,660 shares; 2025Q4: 2,714 shares; 2026Q1: 2,802 shares 2,802 $1.99M 0.1% +88 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,490 shares; 2025Q1: 12,203 shares; 2025Q2: 12,239 shares; 2025Q3: 12,224 shares; 2025Q4: 12,225 shares; 2026Q1: 12,243 shares 12,243 $1.77M 0.08% +18 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: 5,210 shares; 2024Q4: 3,476 shares; 2025Q1: 3,464 shares; 2025Q2: 3,522 shares; 2025Q3: 3,886 shares; 2025Q4: 8,030 shares; 2026Q1: 7,838 shares 7,838 $1.7M 0.08% -192 Timeline IVOO 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: 14,899 shares; 2024Q4: 14,886 shares; 2025Q1: 14,886 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares; 2025Q4: 14,877 shares; 2026Q1: 14,878 shares 14,878 $1.7M 0.08% +1 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: 2,710 shares; 2024Q4: 2,814 shares; 2025Q1: 2,856 shares; 2025Q2: 2,827 shares; 2025Q3: 2,823 shares; 2025Q4: 2,802 shares; 2026Q1: 2,942 shares 2,942 $1.7M 0.08% +140 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: 4,226 shares; 2024Q4: 4,227 shares; 2025Q1: 4,975 shares; 2025Q2: 5,437 shares; 2025Q3: 5,267 shares; 2025Q4: 5,342 shares; 2026Q1: 5,418 shares 5,418 $1.68M 0.08% +76 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,279 shares 20,279 $1.67M 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,513 shares; 2024Q4: 16,964 shares; 2025Q1: 16,342 shares; 2025Q2: 18,175 shares; 2025Q3: 17,243 shares; 2025Q4: 17,574 shares; 2026Q1: 18,004 shares 18,004 $1.67M 0.08% +430 Timeline RWK 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: 12,954 shares; 2024Q4: 12,954 shares; 2025Q1: 12,954 shares; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares; 2025Q4: 12,954 shares; 2026Q1: 12,954 shares 12,954 $1.66M 0.08% 0 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: 1,046 shares; 2024Q4: 1,153 shares; 2025Q1: 1,222 shares; 2025Q2: 1,487 shares; 2025Q3: 1,611 shares; 2025Q4: 15,134 shares; 2026Q1: 16,944 shares 16,944 $1.63M 0.08% +1,810 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: 9,072 shares; 2024Q4: 9,510 shares; 2025Q1: 12,509 shares; 2025Q2: 14,676 shares; 2025Q3: 19,483 shares; 2025Q4: 20,681 shares; 2026Q1: 21,172 shares 21,172 $1.61M 0.08% +491 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: 13,139 shares; 2024Q4: 13,097 shares; 2025Q1: 15,179 shares; 2025Q2: 15,049 shares; 2025Q3: 15,116 shares; 2025Q4: 12,553 shares; 2026Q1: 13,362 shares 13,362 $1.54M 0.07% +809 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,457 shares; 2026Q1: 31,543 shares 31,543 $1.53M 0.07% +86 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: 13,715 shares; 2024Q4: 13,844 shares; 2025Q1: 13,405 shares; 2025Q2: 13,606 shares; 2025Q3: 11,643 shares; 2025Q4: 10,510 shares; 2026Q1: 10,480 shares 10,480 $1.49M 0.07% -30 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: 28,899 shares; 2024Q4: 28,569 shares; 2025Q1: 28,569 shares; 2025Q2: 28,569 shares; 2025Q3: 28,269 shares; 2025Q4: 28,269 shares; 2026Q1: 28,269 shares 28,269 $1.43M 0.07% 0 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: 6,101 shares; 2024Q4: 4,453 shares; 2025Q1: 5,316 shares; 2025Q2: 6,007 shares; 2025Q3: 6,493 shares; 2025Q4: 6,297 shares; 2026Q1: 6,668 shares 6,668 $1.38M 0.07% +371 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: 7,983 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 6,993 shares; 2025Q3: 6,503 shares; 2025Q4: 6,313 shares; 2026Q1: 15,608 shares 15,608 $1.38M 0.07% +9,295 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: 9,460 shares; 2024Q4: 9,272 shares; 2025Q1: 9,272 shares; 2025Q2: 9,272 shares; 2025Q3: 9,272 shares; 2025Q4: 9,264 shares; 2026Q1: 9,264 shares 9,264 $1.37M 0.07% 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: 7,816 shares; 2024Q4: 7,118 shares; 2025Q1: 6,763 shares; 2025Q2: 7,128 shares; 2025Q3: 7,118 shares; 2025Q4: 6,945 shares; 2026Q1: 6,676 shares 6,676 $1.36M 0.06% -269 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: 1,374 shares; 2024Q4: 1,028 shares; 2025Q1: 993 shares; 2025Q2: 1,061 shares; 2025Q3: 1,885 shares; 2025Q4: 4,640 shares; 2026Q1: 4,479 shares 4,479 $1.35M 0.06% -161 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: 12,497 shares; 2024Q4: 12,497 shares; 2025Q1: 12,497 shares; 2025Q2: 13,897 shares; 2025Q3: 13,897 shares; 2025Q4: 13,797 shares; 2026Q1: 13,775 shares 13,775 $1.34M 0.06% -22 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: 1,803 shares; 2024Q4: 1,441 shares; 2025Q1: 2,013 shares; 2025Q2: 1,971 shares; 2025Q3: 5,219 shares; 2025Q4: 3,157 shares; 2026Q1: 2,339 shares 2,339 $1.32M 0.06% -818 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: 30,596 shares; 2024Q4: 30,596 shares; 2025Q1: 30,596 shares; 2025Q2: 30,596 shares; 2025Q3: 30,650 shares; 2025Q4: 30,692 shares; 2026Q1: 30,852 shares 30,852 $1.28M 0.06% +160 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,246 shares; 2025Q4: 23,816 shares; 2026Q1: 25,713 shares 25,713 $1.28M 0.06% +1,897 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: 10,934 shares; 2024Q4: 10,934 shares; 2025Q1: 10,934 shares; 2025Q2: 10,934 shares; 2025Q3: 10,934 shares; 2025Q4: 10,986 shares; 2026Q1: 10,986 shares 10,986 $1.26M 0.06% 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: 1,748 shares; 2024Q4: 1,843 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 2,919 shares 2,919 $1.26M 0.06% +1,107 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 10,101 shares; 2025Q1: 10,614 shares; 2025Q2: 12,490 shares; 2025Q3: 12,284 shares; 2025Q4: 12,389 shares; 2026Q1: 12,164 shares 12,164 $1.25M 0.06% -225 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 2,496 shares; 2025Q3: 2,508 shares; 2025Q4: 2,525 shares; 2026Q1: 2,529 shares 2,529 $1.24M 0.06% +4 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: 9,510 shares; 2024Q4: 9,555 shares; 2025Q1: 9,675 shares; 2025Q2: 9,784 shares; 2025Q3: 10,192 shares; 2025Q4: 10,508 shares; 2026Q1: 10,297 shares 10,297 $1.24M 0.06% -211 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: 764 shares; 2024Q4: 801 shares; 2025Q1: 811 shares; 2025Q2: 881 shares; 2025Q3: 1,348 shares; 2025Q4: 1,364 shares; 2026Q1: 1,454 shares 1,454 $1.23M 0.06% +90 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: 7,868 shares; 2024Q4: 7,987 shares; 2025Q1: 10,699 shares; 2025Q2: 13,788 shares; 2025Q3: 14,334 shares; 2025Q4: 15,256 shares; 2026Q1: 15,740 shares 15,740 $1.22M 0.06% +484 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: 32,725 shares; 2024Q4: 51,249 shares; 2025Q1: 58,733 shares; 2025Q2: 58,733 shares; 2025Q3: 57,141 shares; 2025Q4: 49,441 shares; 2026Q1: 48,341 shares 48,341 $1.2M 0.06% -1,100 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: 4,552 shares; 2024Q4: 4,540 shares; 2025Q1: 4,682 shares; 2025Q2: 5,046 shares; 2025Q3: 4,632 shares; 2025Q4: 5,132 shares; 2026Q1: 4,875 shares 4,875 $1.18M 0.06% -257 Timeline IBMV 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: 45,332 shares 45,332 $1.17M 0.06% new 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: 19,024 shares; 2024Q4: 20,172 shares; 2025Q1: 20,172 shares; 2025Q2: 20,470 shares; 2025Q3: 20,470 shares; 2025Q4: 20,275 shares; 2026Q1: 20,415 shares 20,415 $1.16M 0.06% +140 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,758 shares; 2025Q2: 1,831 shares; 2025Q3: 1,791 shares; 2025Q4: 1,812 shares; 2026Q1: 1,888 shares 1,888 $1.14M 0.05% +76 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: 2,422 shares; 2024Q4: 2,914 shares; 2025Q1: 3,076 shares; 2025Q2: 4,206 shares; 2025Q3: 6,479 shares; 2025Q4: 6,563 shares; 2026Q1: 6,779 shares 6,779 $1.12M 0.05% +216 Timeline DFIP 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: 81,817 shares; 2024Q4: 32,841 shares; 2025Q1: 32,841 shares; 2025Q2: 31,534 shares; 2025Q3: 29,440 shares; 2025Q4: 26,933 shares; 2026Q1: 26,685 shares 26,685 $1.11M 0.05% -248 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: 6,147 shares; 2024Q4: 4,060 shares; 2025Q1: 4,094 shares; 2025Q2: 5,192 shares; 2025Q3: 5,191 shares; 2025Q4: 5,414 shares; 2026Q1: 5,714 shares 5,714 $1.1M 0.05% +300 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: 6,472 shares; 2024Q4: 6,583 shares; 2025Q1: 6,898 shares; 2025Q2: 6,821 shares; 2025Q3: 6,794 shares; 2025Q4: 5,675 shares; 2026Q1: 5,064 shares 5,064 $1.09M 0.05% -611 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,849 shares; 2025Q3: 2,724 shares; 2025Q4: 2,710 shares; 2026Q1: 3,212 shares 3,212 $1.09M 0.05% +502 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 761 shares; 2025Q2: 11,976 shares; 2025Q3: 11,800 shares; 2025Q4: 11,970 shares; 2026Q1: 11,748 shares 11,748 $1.08M 0.05% -222 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: 6,387 shares; 2024Q4: 6,637 shares; 2025Q1: 8,583 shares; 2025Q2: 7,744 shares; 2025Q3: 7,745 shares; 2025Q4: 7,737 shares; 2026Q1: 7,972 shares 7,972 $1.08M 0.05% +235 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: 2,991 shares; 2024Q4: 3,315 shares; 2025Q1: 4,577 shares; 2025Q2: 6,615 shares; 2025Q3: 6,624 shares; 2025Q4: 6,291 shares; 2026Q1: 6,325 shares 6,325 $1.05M 0.05% +34 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: 3,137 shares; 2024Q4: 2,187 shares; 2025Q1: 1,545 shares; 2025Q2: 1,665 shares; 2025Q3: 1,849 shares; 2025Q4: 1,879 shares; 2026Q1: 1,944 shares 1,944 $956K 0.05% +65 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,721 shares; 2024Q4: 23,721 shares; 2025Q1: 23,721 shares; 2025Q2: 23,721 shares; 2025Q3: 21,342 shares; 2025Q4: 21,342 shares; 2026Q1: 21,342 shares 21,342 $926K 0.04% 0 Timeline AVUV 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: 8,160 shares; 2024Q4: 8,186 shares; 2025Q1: 8,210 shares; 2025Q2: 8,241 shares; 2025Q3: 8,269 shares; 2025Q4: 8,293 shares; 2026Q1: 8,309 shares 8,309 $918K 0.04% +16 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: 11,139 shares; 2024Q4: 10,936 shares; 2025Q1: 10,752 shares; 2025Q2: 10,827 shares; 2025Q3: 17,641 shares; 2025Q4: 18,872 shares; 2026Q1: 18,492 shares 18,492 $901K 0.04% -380 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: 3,766 shares; 2024Q4: 2,633 shares; 2025Q1: 3,441 shares; 2025Q2: 4,795 shares; 2025Q3: 4,646 shares; 2025Q4: 4,551 shares; 2026Q1: 4,618 shares 4,618 $897K 0.04% +67 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,604 shares; 2024Q4: 47,712 shares; 2025Q1: 48,235 shares; 2025Q2: 50,999 shares; 2025Q3: 48,994 shares; 2025Q4: 47,926 shares; 2026Q1: 46,980 shares 46,980 $887K 0.04% -946 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: 2,152 shares; 2026Q1: 2,581 shares 2,581 $872K 0.04% +429 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: 6,327 shares; 2024Q4: 6,327 shares; 2025Q1: 5,328 shares; 2025Q2: 5,342 shares; 2025Q3: 5,421 shares; 2025Q4: 4,439 shares; 2026Q1: 3,966 shares 3,966 $859K 0.04% -473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,734 shares; 2025Q3: 10,417 shares; 2025Q4: 10,931 shares; 2026Q1: 10,504 shares 10,504 $836K 0.04% -427 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 11,724 shares; 2025Q1: 11,724 shares; 2025Q2: 11,724 shares; 2025Q3: 11,724 shares; 2025Q4: 11,724 shares; 2026Q1: 11,724 shares 11,724 $831K 0.04% 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: 491 shares; 2025Q1: 684 shares; 2025Q2: 1,075 shares; 2025Q3: 1,020 shares; 2025Q4: 936 shares; 2026Q1: 862 shares 862 $829K 0.04% -74 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: 7,224 shares; 2024Q4: 7,377 shares; 2025Q1: 6,863 shares; 2025Q2: 19,417 shares; 2025Q3: 19,547 shares; 2025Q4: 19,763 shares; 2026Q1: 20,102 shares 20,102 $825K 0.04% +339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,325 shares; 2026Q1: 7,383 shares 7,383 $822K 0.04% +58 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: not reported; 2024Q4: 683 shares; 2025Q1: 831 shares; 2025Q2: 1,724 shares; 2025Q3: 3,415 shares; 2025Q4: 2,692 shares; 2026Q1: 2,695 shares 2,695 $815K 0.04% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares 4,707 $814K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 3,406 shares; 2025Q4: 3,797 shares; 2026Q1: 3,940 shares 3,940 $802K 0.04% +143 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: not reported; 2024Q4: not reported; 2025Q1: 20,267 shares; 2025Q2: 20,662 shares; 2025Q3: 26,683 shares; 2025Q4: 28,036 shares; 2026Q1: 28,450 shares 28,450 $799K 0.04% +414 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: 1,665 shares; 2024Q4: 1,710 shares; 2025Q1: 2,270 shares; 2025Q2: 2,931 shares; 2025Q3: 3,297 shares; 2025Q4: 3,305 shares; 2026Q1: 3,373 shares 3,373 $797K 0.04% +68 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 520 shares; 2025Q4: 507 shares; 2026Q1: 600 shares 600 $792K 0.04% +93 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: 3,958 shares; 2024Q4: 4,083 shares; 2025Q1: 5,787 shares; 2025Q2: 8,535 shares; 2025Q3: 8,199 shares; 2025Q4: 8,292 shares; 2026Q1: 8,417 shares 8,417 $791K 0.04% +125 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: 9,877 shares; 2024Q4: 26,889 shares; 2025Q1: 32,584 shares; 2025Q2: 32,584 shares; 2025Q3: 32,584 shares; 2025Q4: 30,778 shares; 2026Q1: 30,778 shares 30,778 $789K 0.04% 0 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: 900 shares; 2024Q4: 928 shares; 2025Q1: 1,030 shares; 2025Q2: 1,583 shares; 2025Q3: 1,514 shares; 2025Q4: 1,467 shares; 2026Q1: 1,579 shares 1,579 $783K 0.04% +112 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: 17,197 shares; 2024Q4: 16,552 shares; 2025Q1: 23,682 shares; 2025Q2: 25,698 shares; 2025Q3: 22,483 shares; 2025Q4: 16,500 shares; 2026Q1: 17,487 shares 17,487 $772K 0.04% +987 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: 3,501 shares; 2024Q4: 3,453 shares; 2025Q1: 3,587 shares; 2025Q2: 3,665 shares; 2025Q3: 3,685 shares; 2025Q4: 3,678 shares; 2026Q1: 3,711 shares 3,711 $771K 0.04% +33 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: not reported; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 4,752 shares; 2025Q3: 5,602 shares; 2025Q4: 5,680 shares; 2026Q1: 5,837 shares 5,837 $765K 0.04% +157 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: 7,853 shares; 2024Q4: 8,951 shares; 2025Q1: 9,018 shares; 2025Q2: 9,033 shares; 2025Q3: 10,488 shares; 2025Q4: 9,939 shares; 2026Q1: 9,728 shares 9,728 $750K 0.04% -211 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: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 8,979 shares; 2025Q3: 11,158 shares; 2025Q4: 11,105 shares; 2026Q1: 11,351 shares 11,351 $749K 0.04% +246 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: 2,745 shares; 2024Q4: 2,681 shares; 2025Q1: 3,994 shares; 2025Q2: 4,131 shares; 2025Q3: 6,041 shares; 2025Q4: 6,951 shares; 2026Q1: 6,612 shares 6,612 $748K 0.04% -339 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 73,766 shares 73,766 $739K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,186 shares; 2025Q1: 1,350 shares; 2025Q2: 1,855 shares; 2025Q3: 1,927 shares; 2025Q4: 2,026 shares; 2026Q1: 2,097 shares 2,097 $738K 0.04% +71 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 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: 1,880 shares; 2024Q4: 1,933 shares; 2025Q1: 1,944 shares; 2025Q2: 1,986 shares; 2025Q3: 2,006 shares; 2025Q4: 2,021 shares; 2026Q1: 2,041 shares 2,041 $704K 0.03% +20 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,988 shares; 2026Q1: 14,786 shares 14,786 $691K 0.03% -7,202 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: 2,435 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 4,674 shares; 2026Q1: 5,138 shares 5,138 $683K 0.03% +464 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: 2,667 shares; 2024Q4: 2,838 shares; 2025Q1: 2,933 shares; 2025Q2: 2,884 shares; 2025Q3: 2,889 shares; 2025Q4: 2,877 shares; 2026Q1: 2,941 shares 2,941 $665K 0.03% +64 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: 2,638 shares; 2024Q4: 2,708 shares; 2025Q1: 3,033 shares; 2025Q2: 3,284 shares; 2025Q3: 3,990 shares; 2025Q4: 4,139 shares; 2026Q1: 4,293 shares 4,293 $656K 0.03% +154 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,531 shares; 2025Q3: 4,321 shares; 2025Q4: 4,601 shares; 2026Q1: 4,469 shares 4,469 $654K 0.03% -132 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: 11,409 shares; 2024Q4: 11,409 shares; 2025Q1: 12,911 shares; 2025Q2: 19,097 shares; 2025Q3: 19,916 shares; 2025Q4: 20,642 shares; 2026Q1: 22,163 shares 22,163 $643K 0.03% +1,521 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: 11,547 shares; 2024Q4: 11,508 shares; 2025Q1: 11,756 shares; 2025Q2: 13,503 shares; 2025Q3: 13,586 shares; 2025Q4: 13,629 shares; 2026Q1: 13,891 shares 13,891 $639K 0.03% +262 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 137 shares; 2025Q4: 145 shares; 2026Q1: 151 shares 151 $636K 0.03% +6 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: 7,707 shares; 2024Q4: 6,168 shares; 2025Q1: 5,950 shares; 2025Q2: 6,694 shares; 2025Q3: 7,046 shares; 2025Q4: 6,399 shares; 2026Q1: 6,577 shares 6,577 $634K 0.03% +178 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,105 shares; 2025Q3: 1,122 shares; 2025Q4: 1,129 shares; 2026Q1: 1,154 shares 1,154 $621K 0.03% +25 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: 2,127 shares; 2025Q3: 2,367 shares; 2025Q4: 2,550 shares; 2026Q1: 2,899 shares 2,899 $619K 0.03% +349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 4,698 shares; 2026Q1: 9,848 shares 9,848 $603K 0.03% +5,150 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: 7,121 shares; 2024Q4: 6,686 shares; 2025Q1: 4,923 shares; 2025Q2: 8,809 shares; 2025Q3: 9,714 shares; 2025Q4: 9,607 shares; 2026Q1: 11,940 shares 11,940 $599K 0.03% +2,333 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: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,813 shares 2,813 $594K 0.03% +780 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,358 shares; 2025Q1: 2,162 shares; 2025Q2: 3,158 shares; 2025Q3: 2,879 shares; 2025Q4: 2,927 shares; 2026Q1: 2,937 shares 2,937 $582K 0.03% +10 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,749 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,749 shares; 2026Q1: 6,749 shares 6,749 $564K 0.03% 0 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: 2,208 shares; 2024Q4: 2,647 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares 2,633 $563K 0.03% 0 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: 1,726 shares; 2024Q4: 1,754 shares; 2025Q1: 1,758 shares; 2025Q2: 1,787 shares; 2025Q3: 1,887 shares; 2025Q4: 1,919 shares; 2026Q1: 1,925 shares 1,925 $557K 0.03% +6 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: 725 shares; 2024Q4: 780 shares; 2025Q1: 839 shares; 2025Q2: 1,093 shares; 2025Q3: 1,151 shares; 2025Q4: 1,222 shares; 2026Q1: 1,208 shares 1,208 $557K 0.03% -14 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 2,020 shares; 2025Q4: 2,049 shares; 2026Q1: 2,107 shares 2,107 $548K 0.03% +58 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 9,273 shares; 2025Q1: 9,872 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 9,273 shares; 2026Q1: 9,273 shares 9,273 $543K 0.03% 0 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,547 shares; 2024Q4: 41,342 shares; 2025Q1: 42,540 shares; 2025Q2: 43,800 shares; 2025Q3: 45,048 shares; 2025Q4: 46,456 shares; 2026Q1: 48,010 shares 48,010 $529K 0.03% +1,554 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: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,826 shares; 2025Q3: 1,813 shares; 2025Q4: 1,826 shares; 2026Q1: 1,836 shares 1,836 $527K 0.03% +10 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,733 shares; 2025Q1: 4,749 shares; 2025Q2: 4,653 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares; 2026Q1: 3,583 shares 3,583 $522K 0.03% -673 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: 421 shares; 2024Q4: 419 shares; 2025Q1: 437 shares; 2025Q2: 494 shares; 2025Q3: 563 shares; 2025Q4: 565 shares; 2026Q1: 581 shares 581 $520K 0.02% +16 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: 3,700 shares; 2024Q4: 2,790 shares; 2025Q1: 1,802 shares; 2025Q2: 1,771 shares; 2025Q3: 1,783 shares; 2025Q4: 1,673 shares; 2026Q1: 1,572 shares 1,572 $517K 0.02% -101 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,982 shares; 2024Q4: 100,000 shares; 2025Q1: 172,325 shares; 2025Q2: 172,325 shares; 2025Q3: 172,325 shares; 2025Q4: 170,451 shares; 2026Q1: 70,451 shares 70,451 $515K 0.02% -100,000 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: 2,301 shares; 2024Q4: 1,880 shares; 2025Q1: 1,306 shares; 2025Q2: 1,159 shares; 2025Q3: 1,727 shares; 2025Q4: 1,804 shares; 2026Q1: 1,866 shares 1,866 $505K 0.02% +62 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: 654 shares; 2024Q4: 669 shares; 2025Q1: 659 shares; 2025Q2: 654 shares; 2025Q3: 668 shares; 2025Q4: 714 shares; 2026Q1: 691 shares 691 $503K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 324 shares; 2025Q4: 325 shares; 2026Q1: 341 shares 341 $502K 0.02% +16 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: 2,777 shares; 2024Q4: 2,737 shares; 2025Q1: 1,260 shares; 2025Q2: 1,540 shares; 2025Q3: 1,803 shares; 2025Q4: 1,853 shares; 2026Q1: 1,869 shares 1,869 $497K 0.02% +16 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,400 shares; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,500 shares; 2025Q4: 1,593 shares; 2026Q1: 1,623 shares 1,623 $494K 0.02% +30 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: 3,621 shares; 2024Q4: 3,839 shares; 2025Q1: 3,922 shares; 2025Q2: 4,111 shares; 2025Q3: 4,586 shares; 2025Q4: 5,236 shares; 2026Q1: 5,073 shares 5,073 $490K 0.02% -163 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: 3,520 shares; 2024Q4: 3,358 shares; 2025Q1: 3,596 shares; 2025Q2: 3,881 shares; 2025Q3: 3,884 shares; 2025Q4: 3,479 shares; 2026Q1: 3,087 shares 3,087 $479K 0.02% -392 Timeline ETSY ETSY INC More: the full row for ETSY 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: 9,373 shares 9,373 $468K 0.02% new 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: 1,951 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,435 shares 2,435 $467K 0.02% +321 Timeline POST POST HLDGS INC More: the full row for POST 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: 5,042 shares; 2025Q4: 5,025 shares; 2026Q1: 4,673 shares 4,673 $462K 0.02% -352 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: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,353 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares 5,129 $451K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 1,290 shares; 2025Q3: 1,224 shares; 2025Q4: 1,321 shares; 2026Q1: 1,367 shares 1,367 $446K 0.02% +46 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: 2,017 shares; 2024Q4: 2,000 shares; 2025Q1: 1,978 shares; 2025Q2: 2,491 shares; 2025Q3: 2,445 shares; 2025Q4: 2,467 shares; 2026Q1: 2,342 shares 2,342 $444K 0.02% -125 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 6,079 shares; 2025Q1: 6,079 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 5,013 shares; 2026Q1: 5,013 shares 5,013 $444K 0.02% 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: 2,778 shares; 2024Q4: 2,855 shares; 2025Q1: 2,998 shares; 2025Q2: 3,354 shares; 2025Q3: 3,804 shares; 2025Q4: 3,793 shares; 2026Q1: 2,334 shares 2,334 $436K 0.02% -1,459 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,274 shares; 2025Q4: 1,330 shares; 2026Q1: 1,349 shares 1,349 $429K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,106 shares; 2025Q4: 2,319 shares; 2026Q1: 2,352 shares 2,352 $428K 0.02% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 3,159 shares; 2025Q4: 3,049 shares; 2026Q1: 3,221 shares 3,221 $425K 0.02% +172 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: 14,013 shares; 2024Q4: 14,013 shares; 2025Q1: 14,013 shares; 2025Q2: 14,217 shares; 2025Q3: 14,217 shares; 2025Q4: 14,217 shares; 2026Q1: 14,013 shares 14,013 $425K 0.02% -204 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: 5,610 shares; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,432 shares; 2025Q4: 16,862 shares; 2026Q1: 16,862 shares 16,862 $423K 0.02% 0 Timeline IOO 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: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares 3,475 $420K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 18,125 shares; 2025Q1: 17,948 shares; 2025Q2: 17,767 shares; 2025Q3: 17,302 shares; 2025Q4: 16,538 shares; 2026Q1: 14,381 shares 14,381 $419K 0.02% -2,157 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,983 shares; 2025Q1: 2,948 shares; 2025Q2: 2,967 shares; 2025Q3: 3,244 shares; 2025Q4: 3,401 shares; 2026Q1: 3,279 shares 3,279 $417K 0.02% -122 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: 5,782 shares; 2024Q4: 5,782 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares; 2026Q1: 3,671 shares 3,671 $415K 0.02% +189 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: 4,067 shares; 2024Q4: 4,173 shares; 2025Q1: 4,522 shares; 2025Q2: 4,580 shares; 2025Q3: 4,641 shares; 2025Q4: 4,833 shares; 2026Q1: 4,914 shares 4,914 $411K 0.02% +81 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: 3,269 shares; 2024Q4: 3,441 shares; 2025Q1: 4,511 shares; 2025Q2: 4,430 shares; 2025Q3: 4,112 shares; 2025Q4: 4,422 shares; 2026Q1: 4,589 shares 4,589 $411K 0.02% +167 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: 2,829 shares; 2024Q4: 2,317 shares; 2025Q1: 2,317 shares; 2025Q2: 2,265 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares 2,210 $407K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,655 shares; 2025Q4: 5,124 shares; 2026Q1: 4,947 shares 4,947 $406K 0.02% -177 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: 750 shares; 2024Q4: 1,752 shares; 2025Q1: 1,885 shares; 2025Q2: 2,085 shares; 2025Q3: 2,131 shares; 2025Q4: 1,905 shares; 2026Q1: 2,527 shares 2,527 $405K 0.02% +622 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: 2,139 shares; 2024Q4: 1,593 shares; 2025Q1: 1,144 shares; 2025Q2: 1,811 shares; 2025Q3: 1,726 shares; 2025Q4: 1,648 shares; 2026Q1: 1,666 shares 1,666 $404K 0.02% +18 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: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $402K 0.02% 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: 821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,100 shares; 2025Q4: 1,067 shares; 2026Q1: 1,045 shares 1,045 $401K 0.02% -22 Timeline VRP 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: 26,827 shares; 2024Q4: 26,074 shares; 2025Q1: 24,774 shares; 2025Q2: 24,324 shares; 2025Q3: 23,237 shares; 2025Q4: 18,145 shares; 2026Q1: 16,594 shares 16,594 $398K 0.02% -1,551 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 5,054 shares; 2025Q1: 5,155 shares; 2025Q2: 5,179 shares; 2025Q3: 5,467 shares; 2025Q4: 5,472 shares; 2026Q1: 5,525 shares 5,525 $396K 0.02% +53 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: 381 shares; 2024Q4: 397 shares; 2025Q1: 436 shares; 2025Q2: 533 shares; 2025Q3: 530 shares; 2025Q4: 2,517 shares; 2026Q1: 3,780 shares 3,780 $395K 0.02% +1,263 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: 16,414 shares; 2024Q4: 16,414 shares; 2025Q1: 16,414 shares; 2025Q2: 16,414 shares; 2025Q3: 16,414 shares; 2025Q4: 16,414 shares; 2026Q1: 16,414 shares 16,414 $393K 0.02% 0 Timeline IBMR 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: 24,843 shares; 2024Q4: 21,277 shares; 2025Q1: 22,373 shares; 2025Q2: 22,173 shares; 2025Q3: 21,380 shares; 2025Q4: 15,170 shares; 2026Q1: 15,065 shares 15,065 $382K 0.02% -105 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: 834 shares; 2024Q4: 774 shares; 2025Q1: 1,332 shares; 2025Q2: 1,381 shares; 2025Q3: 1,370 shares; 2025Q4: 1,288 shares; 2026Q1: 1,314 shares 1,314 $382K 0.02% +26 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,244 shares; 2025Q1: 2,087 shares; 2025Q2: 1,964 shares; 2025Q3: 1,973 shares; 2025Q4: 1,982 shares; 2026Q1: 2,067 shares 2,067 $377K 0.02% +85 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,086 shares; 2025Q1: 2,636 shares; 2025Q2: 3,028 shares; 2025Q3: 2,596 shares; 2025Q4: 2,614 shares; 2026Q1: 3,434 shares 3,434 $375K 0.02% +820 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,526 shares; 2026Q1: 2,645 shares 2,645 $369K 0.02% +119 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,421 shares; 2025Q1: 3,607 shares; 2025Q2: 2,865 shares; 2025Q3: 3,622 shares; 2025Q4: 3,760 shares; 2026Q1: 3,934 shares 3,934 $366K 0.02% +174 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,719 shares 2,719 $359K 0.02% +25 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,555 shares; 2025Q4: 1,923 shares; 2026Q1: 1,952 shares 1,952 $356K 0.02% +29 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: 4,855 shares; 2025Q4: 4,538 shares; 2026Q1: 4,949 shares 4,949 $356K 0.02% +411 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 32,659 shares; 2025Q1: 32,939 shares; 2025Q2: 33,262 shares; 2025Q3: 42,467 shares; 2025Q4: 41,336 shares; 2026Q1: 41,709 shares 41,709 $354K 0.02% +373 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,538 shares; 2024Q4: 33,538 shares; 2025Q1: 33,538 shares; 2025Q2: 27,788 shares; 2025Q3: 27,788 shares; 2025Q4: 27,788 shares; 2026Q1: 27,788 shares 27,788 $352K 0.02% 0 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: 3,444 shares; 2024Q4: 3,419 shares; 2025Q1: 3,566 shares; 2025Q2: 3,735 shares; 2025Q3: 3,609 shares; 2025Q4: 3,930 shares; 2026Q1: 4,118 shares 4,118 $351K 0.02% +188 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: 1,398 shares; 2024Q4: 1,071 shares; 2025Q1: 1,086 shares; 2025Q2: 1,207 shares; 2025Q3: 1,527 shares; 2025Q4: 1,482 shares; 2026Q1: 1,662 shares 1,662 $349K 0.02% +180 Timeline VRA VERA BRADLEY INC More: the full row for VERA BRADLEY 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: 53,722 shares; 2025Q3: 53,722 shares; 2025Q4: 106,722 shares; 2026Q1: 106,722 shares 106,722 $337K 0.02% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,381 shares; 2025Q2: 12,381 shares; 2025Q3: 12,381 shares; 2025Q4: 12,381 shares; 2026Q1: 12,381 shares 12,381 $337K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,214 shares; 2025Q3: 7,200 shares; 2025Q4: 7,000 shares; 2026Q1: 7,221 shares 7,221 $335K 0.02% +221 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: 2,310 shares; 2024Q4: 2,273 shares; 2025Q1: 2,229 shares; 2025Q2: 2,506 shares; 2025Q3: 1,954 shares; 2025Q4: 2,299 shares; 2026Q1: 1,677 shares 1,677 $333K 0.02% -622 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 1,547 shares; 2026Q1: 1,457 shares 1,457 $327K 0.02% -90 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,994 shares; 2025Q1: 2,004 shares; 2025Q2: 2,728 shares; 2025Q3: 2,758 shares; 2025Q4: 3,004 shares; 2026Q1: 2,534 shares 2,534 $326K 0.02% -470 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: 683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 895 shares; 2025Q4: 919 shares; 2026Q1: 949 shares 949 $326K 0.02% +30 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 457 shares; 2025Q4: 431 shares; 2026Q1: 441 shares 441 $326K 0.02% +10 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: 1,724 shares; 2024Q4: 1,380 shares; 2025Q1: 1,359 shares; 2025Q2: 1,305 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 1,263 shares 1,263 $325K 0.02% -25 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 388 shares; 2025Q2: 380 shares; 2025Q3: 401 shares; 2025Q4: 380 shares; 2026Q1: 462 shares 462 $322K 0.02% +82 Timeline IBMQ 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: 24,262 shares; 2024Q4: 22,269 shares; 2025Q1: 20,432 shares; 2025Q2: 18,088 shares; 2025Q3: 16,404 shares; 2025Q4: 12,693 shares; 2026Q1: 12,592 shares 12,592 $321K 0.02% -101 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: 1,574 shares 1,574 $310K 0.01% new Timeline FNDC 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: 5,300 shares; 2024Q4: not reported; 2025Q1: 6,684 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 6,684 shares; 2026Q1: 6,684 shares 6,684 $310K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares; 2026Q1: 868 shares 868 $309K 0.01% -11 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: 406 shares; 2025Q3: 426 shares; 2025Q4: 439 shares; 2026Q1: 450 shares 450 $307K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,041 shares; 2026Q1: 2,083 shares 2,083 $303K 0.01% +42 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: 257 shares; 2024Q4: 291 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: not reported; 2025Q4: 382 shares; 2026Q1: 391 shares 391 $302K 0.01% +9 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 682 shares; 2025Q4: 604 shares; 2026Q1: 616 shares 616 $299K 0.01% +12 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 11,442 shares; 2025Q1: 11,442 shares; 2025Q2: 11,442 shares; 2025Q3: 11,099 shares; 2025Q4: 10,756 shares; 2026Q1: 9,787 shares 9,787 $299K 0.01% -969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,893 shares; 2025Q4: 1,445 shares; 2026Q1: 1,478 shares 1,478 $294K 0.01% +33 Timeline IBMP 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: 24,286 shares; 2024Q4: 22,794 shares; 2025Q1: 19,835 shares; 2025Q2: 17,490 shares; 2025Q3: 17,613 shares; 2025Q4: 15,584 shares; 2026Q1: 11,504 shares 11,504 $293K 0.01% -4,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601 $290K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 569 shares; 2025Q4: 600 shares; 2026Q1: 669 shares 669 $289K 0.01% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,100 shares 4,100 $288K 0.01% -100 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,503 shares; 2026Q1: 2,184 shares 2,184 $286K 0.01% -319 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: 8,857 shares; 2024Q4: 8,857 shares; 2025Q1: 8,276 shares; 2025Q2: 8,176 shares; 2025Q3: 6,289 shares; 2025Q4: 5,749 shares; 2026Q1: 5,749 shares 5,749 $286K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 2,602 shares; 2025Q3: 2,929 shares; 2025Q4: 2,994 shares; 2026Q1: 3,083 shares 3,083 $285K 0.01% +89 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,102 shares; 2025Q3: 8,371 shares; 2025Q4: 8,179 shares; 2026Q1: 8,498 shares 8,498 $285K 0.01% +319 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: 7,244 shares; 2024Q4: 5,188 shares; 2025Q1: 5,211 shares; 2025Q2: 3,495 shares; 2025Q3: 3,634 shares; 2025Q4: 3,732 shares; 2026Q1: 3,985 shares 3,985 $284K 0.01% +253 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,216 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,723 shares 6,723 $280K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 1,255 shares; 2025Q4: 1,274 shares; 2026Q1: 1,355 shares 1,355 $279K 0.01% +81 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: 3,154 shares; 2024Q4: 9,384 shares; 2025Q1: 12,228 shares; 2025Q2: 12,050 shares; 2025Q3: 9,614 shares; 2025Q4: 9,002 shares; 2026Q1: 9,074 shares 9,074 $278K 0.01% +72 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,943 shares; 2026Q1: 3,317 shares 3,317 $274K 0.01% +374 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,484 shares; 2025Q3: not reported; 2025Q4: 3,584 shares; 2026Q1: 3,743 shares 3,743 $272K 0.01% +159 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: 1,024 shares; 2024Q4: 1,264 shares; 2025Q1: 1,059 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares 937 $269K 0.01% 0 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: 2,690 shares; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,607 shares; 2026Q1: 2,607 shares 2,607 $267K 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: 2,294 shares 2,294 $265K 0.01% new 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: 3,798 shares; 2024Q4: not reported; 2025Q1: 3,311 shares; 2025Q2: 3,181 shares; 2025Q3: 3,447 shares; 2025Q4: 4,062 shares; 2026Q1: 3,676 shares 3,676 $264K 0.01% -386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $259K 0.01% 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: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826 $258K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,569 shares; 2026Q1: 2,029 shares 2,029 $256K 0.01% +460 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares 946 $256K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,029 shares 6,029 $256K 0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,726 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,710 shares 10,710 $254K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 291 shares 291 $252K 0.01% +33 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,256 shares; 2025Q1: 4,184 shares; 2025Q2: 4,228 shares; 2025Q3: 4,261 shares; 2025Q4: 4,182 shares; 2026Q1: 4,242 shares 4,242 $251K 0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: 3,323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,804 shares; 2026Q1: 4,114 shares 4,114 $250K 0.01% +310 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares 583 $247K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares 4,640 $245K 0.01% 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: 6,638 shares; 2024Q4: 6,924 shares; 2025Q1: 7,381 shares; 2025Q2: 7,388 shares; 2025Q3: 6,476 shares; 2025Q4: 7,956 shares; 2026Q1: 8,524 shares 8,524 $245K 0.01% +568 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,275 shares; 2026Q1: 4,291 shares 4,291 $244K 0.01% +16 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,413 shares; 2025Q4: 4,557 shares; 2026Q1: 4,639 shares 4,639 $244K 0.01% +82 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 1,528 shares; 2026Q1: 1,963 shares 1,963 $241K 0.01% +435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares 974 $238K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $238K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 716 shares; 2025Q4: not reported; 2026Q1: 663 shares 663 $237K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 529 shares 529 $236K 0.01% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,157 shares 3,157 $235K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,794 shares; 2025Q4: 1,805 shares; 2026Q1: 1,660 shares 1,660 $234K 0.01% -145 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares 1,301 $234K 0.01% new 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: 1,686 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,227 shares; 2025Q3: 1,110 shares; 2025Q4: 753 shares; 2026Q1: 775 shares 775 $232K 0.01% +22 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,288 shares; 2024Q4: 14,288 shares; 2025Q1: 14,288 shares; 2025Q2: 14,288 shares; 2025Q3: 12,648 shares; 2025Q4: 12,648 shares; 2026Q1: 12,648 shares 12,648 $231K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,342 shares 2,342 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,399 shares; 2025Q4: 1,454 shares; 2026Q1: 1,481 shares 1,481 $230K 0.01% +27 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares 362 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 471 shares; 2025Q4: 488 shares; 2026Q1: 527 shares 527 $230K 0.01% +39 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,058 shares 6,058 $229K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares 3,149 $229K 0.01% new 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: 527 shares; 2025Q3: 571 shares; 2025Q4: 509 shares; 2026Q1: 584 shares 584 $228K 0.01% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 1,034 shares; 2026Q1: 1,085 shares 1,085 $226K 0.01% +51 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: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares; 2026Q1: 1,715 shares 1,715 $225K 0.01% +11 Timeline FNDX 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: 7,999 shares; 2025Q4: 7,999 shares; 2026Q1: 7,999 shares 7,999 $223K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 3,439 shares 3,439 $220K 0.01% +12 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 563 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $220K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,385 shares 2,385 $217K 0.01% new Timeline MLPX 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: not reported; 2025Q4: not reported; 2026Q1: 2,904 shares 2,904 $215K 0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $213K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares 1,523 $211K 0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,720 shares; 2026Q1: 4,720 shares 4,720 $210K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 2,605 shares; 2026Q1: 2,420 shares 2,420 $210K 0.01% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: not reported; 2026Q1: 1,202 shares 1,202 $207K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares 1,910 $207K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,123 shares; 2025Q1: 2,154 shares; 2025Q2: 2,134 shares; 2025Q3: 2,064 shares; 2025Q4: 2,228 shares; 2026Q1: 2,096 shares 2,096 $205K 0.01% -132 Timeline WAB WABTEC More: the full row for WABTEC 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: 813 shares 813 $203K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,699 shares 4,699 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $200K 0.01% new Timeline BRLT BRILLIANT EARTH GROUP INC More: the full row for BRILLIANT EARTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,822 shares; 2025Q1: 91,822 shares; 2025Q2: 148,273 shares; 2025Q3: 148,273 shares; 2025Q4: 148,273 shares; 2026Q1: 148,273 shares 148,273 $197K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,556 shares; 2026Q1: 11,595 shares 11,595 $131K 0.01% +1,039 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: 30,923 shares; 2024Q4: 25,366 shares; 2025Q1: 24,775 shares; 2025Q2: 12,131 shares; 2025Q3: 13,331 shares; 2025Q4: 10,013 shares; 2026Q1: 10,248 shares 10,248 $118K 0.01% +235 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 12,796 shares; 2026Q1: 14,137 shares 14,137 $112K 0.01% +1,341 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 10,049 shares; 2025Q4: 10,921 shares; 2026Q1: 11,332 shares 11,332 $57K <0.01% +411 Timeline