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: 221,479 shares; 2024Q4: 223,219 shares; 2025Q1: 225,606 shares; 2025Q2: 224,572 shares; 2025Q3: 229,235 shares; 2025Q4: 232,603 shares; 2026Q1: 252,533 shares 252,533 $22.9M 7.69% +19,930 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: 159,862 shares; 2024Q4: 473,570 shares; 2025Q1: 477,173 shares; 2025Q2: 548,735 shares; 2025Q3: 653,058 shares; 2025Q4: 652,830 shares; 2026Q1: 653,158 shares 653,158 $19.9M 6.7% +328 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: 132,222 shares; 2024Q4: 528,166 shares; 2025Q1: 509,116 shares; 2025Q2: 596,433 shares; 2025Q3: 646,778 shares; 2025Q4: 625,100 shares; 2026Q1: 627,528 shares 627,528 $18.3M 6.14% +2,428 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: 23,824 shares; 2024Q4: 23,843 shares; 2025Q1: 25,075 shares; 2025Q2: 24,848 shares; 2025Q3: 24,483 shares; 2025Q4: 25,062 shares; 2026Q1: 25,054 shares 25,054 $9.27M 3.12% -8 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: 33,411 shares; 2024Q4: 33,034 shares; 2025Q1: 32,335 shares; 2025Q2: 32,877 shares; 2025Q3: 32,030 shares; 2025Q4: 33,636 shares; 2026Q1: 34,139 shares 34,139 $8.66M 2.91% +503 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 22,278 shares; 2025Q1: 22,258 shares; 2025Q2: 22,068 shares; 2025Q3: 21,643 shares; 2025Q4: 21,298 shares; 2026Q1: 22,498 shares 22,498 $8.34M 2.8% +1,200 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,086 shares; 2024Q4: 504,562 shares; 2025Q1: 504,062 shares; 2025Q2: 501,988 shares; 2025Q3: 501,988 shares; 2025Q4: 506,663 shares; 2026Q1: 509,463 shares 509,463 $7.94M 2.67% +2,800 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: 80,715 shares; 2024Q4: 80,295 shares; 2025Q1: 81,458 shares; 2025Q2: 74,964 shares; 2025Q3: 61,229 shares; 2025Q4: 61,239 shares; 2026Q1: 51,433 shares 51,433 $7.43M 2.5% -9,806 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: 10,144 shares; 2024Q4: 10,082 shares; 2025Q1: 10,009 shares; 2025Q2: 9,691 shares; 2025Q3: 9,671 shares; 2025Q4: 9,599 shares; 2026Q1: 10,496 shares 10,496 $6.83M 2.29% +897 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,703 shares; 2024Q4: 43,499 shares; 2025Q1: 49,485 shares; 2025Q2: 46,211 shares; 2025Q3: 58,259 shares; 2025Q4: 75,012 shares; 2026Q1: 90,412 shares 90,412 $6.36M 2.14% +15,400 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: 21,876 shares; 2024Q4: 21,741 shares; 2025Q1: 21,286 shares; 2025Q2: 21,166 shares; 2025Q3: 20,741 shares; 2025Q4: 21,542 shares; 2026Q1: 21,736 shares 21,736 $6.25M 2.1% +194 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: 22,826 shares; 2024Q4: 22,851 shares; 2025Q1: 22,716 shares; 2025Q2: 22,956 shares; 2025Q3: 22,453 shares; 2025Q4: 22,049 shares; 2026Q1: 21,582 shares 21,582 $6.19M 2.08% -467 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: 37,235 shares; 2024Q4: 37,247 shares; 2025Q1: 36,580 shares; 2025Q2: 35,430 shares; 2025Q3: 34,755 shares; 2025Q4: 34,827 shares; 2026Q1: 34,184 shares 34,184 $5.96M 2% -643 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,175 shares; 2024Q4: 22,975 shares; 2025Q1: 22,280 shares; 2025Q2: 21,685 shares; 2025Q3: 20,250 shares; 2025Q4: 19,364 shares; 2026Q1: 18,948 shares 18,948 $5.86M 1.97% -416 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,935 shares; 2024Q4: 113,677 shares; 2025Q1: 114,284 shares; 2025Q2: 115,476 shares; 2025Q3: 124,208 shares; 2025Q4: 124,262 shares; 2026Q1: 127,140 shares 127,140 $5.52M 1.86% +2,878 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: 20,490 shares; 2025Q1: 20,380 shares; 2025Q2: 21,704 shares; 2025Q3: 21,579 shares; 2025Q4: 20,079 shares; 2026Q1: 18,609 shares 18,609 $3.98M 1.34% -1,470 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,390 shares; 2024Q4: 23,947 shares; 2025Q1: 23,425 shares; 2025Q2: 23,286 shares; 2025Q3: 23,186 shares; 2025Q4: 23,114 shares; 2026Q1: 22,473 shares 22,473 $3.54M 1.19% -641 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: 12,288 shares; 2024Q4: 12,034 shares; 2025Q1: 12,265 shares; 2025Q2: 12,210 shares; 2025Q3: 11,555 shares; 2025Q4: 11,976 shares; 2026Q1: 11,431 shares 11,431 $3.36M 1.13% -545 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: 19,153 shares; 2024Q4: 19,853 shares; 2025Q1: 28,730 shares; 2025Q2: 30,112 shares; 2025Q3: 29,316 shares; 2025Q4: 28,387 shares; 2026Q1: 27,172 shares 27,172 $3.27M 1.1% -1,215 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: 13,965 shares; 2024Q4: 13,875 shares; 2025Q1: 13,188 shares; 2025Q2: 13,036 shares; 2025Q3: 12,835 shares; 2025Q4: 13,099 shares; 2026Q1: 13,018 shares 13,018 $3.18M 1.07% -81 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: 25,479 shares; 2024Q4: 25,117 shares; 2025Q1: 24,967 shares; 2025Q2: 24,367 shares; 2025Q3: 33,383 shares; 2025Q4: 33,383 shares; 2026Q1: 33,383 shares 33,383 $2.88M 0.97% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 23,623 shares; 2025Q1: 23,623 shares; 2025Q2: 22,551 shares; 2025Q3: 24,484 shares; 2025Q4: 24,515 shares; 2026Q1: 28,408 shares 28,408 $2.82M 0.95% +3,893 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: 54,215 shares; 2025Q1: 54,998 shares; 2025Q2: 53,774 shares; 2025Q3: 55,077 shares; 2025Q4: 57,054 shares; 2026Q1: 55,241 shares 55,241 $2.59M 0.87% -1,813 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: 11,618 shares; 2024Q4: 11,608 shares; 2025Q1: 11,463 shares; 2025Q2: 11,696 shares; 2025Q3: 11,436 shares; 2025Q4: 12,022 shares; 2026Q1: 12,279 shares 12,279 $2.56M 0.86% +257 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: 18,845 shares; 2024Q4: 18,845 shares; 2025Q1: 18,495 shares; 2025Q2: 18,945 shares; 2025Q3: 17,595 shares; 2025Q4: 17,370 shares; 2026Q1: 18,475 shares 18,475 $2.51M 0.84% +1,105 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: 20,849 shares; 2024Q4: 20,984 shares; 2025Q1: 21,817 shares; 2025Q2: 21,813 shares; 2025Q3: 11,980 shares; 2025Q4: 12,133 shares; 2026Q1: 12,122 shares 12,122 $2.51M 0.84% -11 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: 16,836 shares; 2024Q4: 15,637 shares; 2025Q1: 16,101 shares; 2025Q2: 16,101 shares; 2025Q3: 15,401 shares; 2025Q4: 15,376 shares; 2026Q1: 15,126 shares 15,126 $2.42M 0.81% -250 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: 17,143 shares; 2024Q4: 17,229 shares; 2025Q1: 19,525 shares; 2025Q2: 19,397 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares; 2026Q1: 13,959 shares 13,959 $2.37M 0.8% +1,153 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: 7,122 shares; 2024Q4: 7,090 shares; 2025Q1: 7,015 shares; 2025Q2: 7,107 shares; 2025Q3: 6,882 shares; 2025Q4: 6,866 shares; 2026Q1: 6,685 shares 6,685 $2.35M 0.79% -181 Timeline FLOT 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: 6,454 shares; 2025Q4: 30,329 shares; 2026Q1: 44,129 shares 44,129 $2.25M 0.76% +13,800 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: 22,835 shares; 2024Q4: 22,581 shares; 2025Q1: 22,501 shares; 2025Q2: 22,169 shares; 2025Q3: 22,871 shares; 2025Q4: 22,691 shares; 2026Q1: 22,873 shares 22,873 $2.22M 0.75% +182 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,545 shares; 2025Q1: 4,828 shares; 2025Q2: 4,710 shares; 2025Q3: 4,595 shares; 2025Q4: 4,611 shares; 2026Q1: 4,611 shares 4,611 $2.21M 0.74% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 31,440 shares; 2025Q1: 34,130 shares; 2025Q2: 33,855 shares; 2025Q3: 31,355 shares; 2025Q4: 31,785 shares; 2026Q1: 32,323 shares 32,323 $2.18M 0.73% +538 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: 5,882 shares; 2024Q4: 5,832 shares; 2025Q1: 5,832 shares; 2025Q2: 5,782 shares; 2025Q3: 5,482 shares; 2025Q4: 5,512 shares; 2026Q1: 5,057 shares 5,057 $2.18M 0.73% -455 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: 9,922 shares; 2024Q4: 9,329 shares; 2025Q1: 9,096 shares; 2025Q2: 9,099 shares; 2025Q3: 8,949 shares; 2025Q4: 8,799 shares; 2026Q1: 8,763 shares 8,763 $2.07M 0.7% -36 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,120 shares; 2024Q4: 63,120 shares; 2025Q1: 63,155 shares; 2025Q2: 63,289 shares; 2025Q3: 38,366 shares; 2025Q4: 37,946 shares; 2026Q1: 38,330 shares 38,330 $1.99M 0.67% +384 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: 2,051 shares; 2024Q4: 2,007 shares; 2025Q1: 1,868 shares; 2025Q2: 1,845 shares; 2025Q3: 1,770 shares; 2025Q4: 1,830 shares; 2026Q1: 2,031 shares 2,031 $1.87M 0.63% +201 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: 15,284 shares; 2024Q4: 15,284 shares; 2025Q1: 15,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,025 shares; 2026Q1: 13,879 shares 13,879 $1.72M 0.58% -146 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: 7,261 shares; 2024Q4: 7,299 shares; 2025Q1: 7,482 shares; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares; 2025Q4: 7,432 shares; 2026Q1: 7,923 shares 7,923 $1.72M 0.58% +491 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: 15,174 shares; 2024Q4: 15,154 shares; 2025Q1: 16,334 shares; 2025Q2: 16,111 shares; 2025Q3: 10,311 shares; 2025Q4: 10,411 shares; 2026Q1: 10,327 shares 10,327 $1.6M 0.54% -84 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: 15,837 shares; 2024Q4: 15,837 shares; 2025Q1: 15,917 shares; 2025Q2: 15,887 shares; 2025Q3: 15,377 shares; 2025Q4: 15,244 shares; 2026Q1: 15,419 shares 15,419 $1.58M 0.53% +175 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: 11,442 shares; 2024Q4: 11,442 shares; 2025Q1: 11,552 shares; 2025Q2: 11,452 shares; 2025Q3: 11,352 shares; 2025Q4: 11,432 shares; 2026Q1: 11,472 shares 11,472 $1.5M 0.5% +40 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,530 shares; 2025Q1: 2,559 shares; 2025Q2: 3,344 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares; 2026Q1: 2,288 shares 2,288 $1.49M 0.5% +319 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: 5,057 shares; 2024Q4: 5,075 shares; 2025Q1: 5,112 shares; 2025Q2: 5,082 shares; 2025Q3: 4,973 shares; 2025Q4: 4,836 shares; 2026Q1: 4,670 shares 4,670 $1.45M 0.49% -166 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: 11,573 shares; 2024Q4: 12,573 shares; 2025Q1: 12,307 shares; 2025Q2: 12,232 shares; 2025Q3: 11,659 shares; 2025Q4: 11,584 shares; 2026Q1: 11,657 shares 11,657 $1.45M 0.49% +73 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: 9,574 shares; 2024Q4: 9,574 shares; 2025Q1: 9,396 shares; 2025Q2: 9,321 shares; 2025Q3: 9,231 shares; 2025Q4: 9,206 shares; 2026Q1: 9,248 shares 9,248 $1.41M 0.47% +42 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: 2,510 shares; 2024Q4: 2,517 shares; 2025Q1: 2,617 shares; 2025Q2: 2,572 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,458 shares 2,458 $1.38M 0.47% -84 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: 17,455 shares; 2024Q4: 17,055 shares; 2025Q1: 17,204 shares; 2025Q2: 17,054 shares; 2025Q3: 15,564 shares; 2025Q4: 15,304 shares; 2026Q1: 17,495 shares 17,495 $1.36M 0.46% +2,191 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: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,117 shares; 2025Q2: 7,150 shares; 2025Q3: 7,048 shares; 2025Q4: 6,981 shares; 2026Q1: 7,006 shares 7,006 $1.35M 0.45% +25 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: 5,176 shares; 2024Q4: 5,238 shares; 2025Q1: 5,187 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares; 2026Q1: 5,414 shares 5,414 $1.34M 0.45% +350 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: 5,717 shares; 2024Q4: 5,639 shares; 2025Q1: 5,468 shares; 2025Q2: 3,860 shares; 2025Q3: 3,778 shares; 2025Q4: 3,769 shares; 2026Q1: 3,762 shares 3,762 $1.34M 0.45% -7 Timeline VGIT 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: 20,341 shares; 2024Q4: 21,326 shares; 2025Q1: 21,326 shares; 2025Q2: 21,386 shares; 2025Q3: 21,386 shares; 2025Q4: 22,596 shares; 2026Q1: 22,121 shares 22,121 $1.32M 0.44% -475 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: 9,219 shares; 2024Q4: 9,119 shares; 2025Q1: 9,312 shares; 2025Q2: 9,265 shares; 2025Q3: 9,215 shares; 2025Q4: 9,135 shares; 2026Q1: 9,888 shares 9,888 $1.3M 0.44% +753 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: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,951 shares; 2025Q2: 1,612 shares; 2025Q3: 1,659 shares; 2025Q4: 1,601 shares; 2026Q1: 1,804 shares 1,804 $1.28M 0.43% +203 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: 4,504 shares; 2024Q4: 4,466 shares; 2025Q1: 4,331 shares; 2025Q2: 4,281 shares; 2025Q3: 3,888 shares; 2025Q4: 3,843 shares; 2026Q1: 3,564 shares 3,564 $1.27M 0.43% -279 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 17,992 shares; 2025Q1: 17,991 shares; 2025Q2: 17,787 shares; 2025Q3: 17,437 shares; 2025Q4: 17,710 shares; 2026Q1: 17,571 shares 17,571 $1.27M 0.43% -139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 5,907 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $1.25M 0.42% 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: 2,793 shares; 2024Q4: 2,775 shares; 2025Q1: 3,640 shares; 2025Q2: 3,657 shares; 2025Q3: 3,620 shares; 2025Q4: 3,620 shares; 2026Q1: 3,661 shares 3,661 $1.2M 0.4% +41 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,034 shares; 2024Q4: 65,453 shares; 2025Q1: 69,060 shares; 2025Q2: 31,978 shares; 2025Q3: 31,378 shares; 2025Q4: 29,269 shares; 2026Q1: 29,869 shares 29,869 $1.19M 0.4% +600 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: 2,357 shares; 2024Q4: 2,332 shares; 2025Q1: 2,307 shares; 2025Q2: 2,277 shares; 2025Q3: 2,157 shares; 2025Q4: 1,969 shares; 2026Q1: 1,917 shares 1,917 $1.16M 0.39% -52 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: 3,511 shares; 2024Q4: 3,511 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,571 shares; 2025Q4: 3,531 shares; 2026Q1: 3,516 shares 3,516 $1.15M 0.39% -15 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: 10,194 shares; 2024Q4: 10,552 shares; 2025Q1: 10,552 shares; 2025Q2: 10,184 shares; 2025Q3: 9,584 shares; 2025Q4: 11,284 shares; 2026Q1: 11,784 shares 11,784 $1.14M 0.38% +500 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: 3,313 shares; 2024Q4: 3,213 shares; 2025Q1: 4,311 shares; 2025Q2: 4,303 shares; 2025Q3: 4,693 shares; 2025Q4: 4,463 shares; 2026Q1: 4,713 shares 4,713 $1.14M 0.38% +250 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,892 shares; 2025Q1: 5,593 shares; 2025Q2: 5,636 shares; 2025Q3: 5,536 shares; 2025Q4: 5,552 shares; 2026Q1: 5,548 shares 5,548 $1.13M 0.38% -4 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: 3,468 shares; 2024Q4: 3,484 shares; 2025Q1: 3,516 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,501 shares; 2026Q1: 3,501 shares 3,501 $1.11M 0.37% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 13,829 shares; 2025Q1: 14,528 shares; 2025Q2: 14,349 shares; 2025Q3: 13,849 shares; 2025Q4: 13,649 shares; 2026Q1: 14,274 shares 14,274 $1.09M 0.36% +625 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,863 shares 1,863 $1.08M 0.36% +50 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,681 shares; 2024Q4: 39,362 shares; 2025Q1: 39,362 shares; 2025Q2: 39,362 shares; 2025Q3: 39,362 shares; 2025Q4: 39,362 shares; 2026Q1: 39,362 shares 39,362 $1.05M 0.35% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,976 shares; 2026Q1: 4,914 shares 4,914 $1.04M 0.35% -62 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: 9,201 shares; 2024Q4: 9,108 shares; 2025Q1: 10,051 shares; 2025Q2: 10,251 shares; 2025Q3: 10,034 shares; 2025Q4: 9,974 shares; 2026Q1: 10,609 shares 10,609 $985K 0.33% +635 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: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 4,807 shares; 2025Q2: 4,946 shares; 2025Q3: 4,886 shares; 2025Q4: 4,961 shares; 2026Q1: 4,961 shares 4,961 $984K 0.33% 0 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: 4,651 shares; 2024Q4: 4,564 shares; 2025Q1: 4,544 shares; 2025Q2: 4,382 shares; 2025Q3: 4,293 shares; 2025Q4: 4,293 shares; 2026Q1: 4,243 shares 4,243 $959K 0.32% -50 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: 2,194 shares; 2024Q4: 2,217 shares; 2025Q1: 2,141 shares; 2025Q2: 1,931 shares; 2025Q3: 1,878 shares; 2025Q4: 1,818 shares; 2026Q1: 1,817 shares 1,817 $908K 0.31% -1 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: 1,740 shares; 2024Q4: 1,695 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,440 shares; 2025Q4: 1,405 shares; 2026Q1: 1,455 shares 1,455 $897K 0.3% +50 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: 10,463 shares; 2024Q4: 10,163 shares; 2025Q1: 10,388 shares; 2025Q2: 10,163 shares; 2025Q3: 9,988 shares; 2025Q4: 9,958 shares; 2026Q1: 9,986 shares 9,986 $895K 0.3% +28 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: 9,597 shares; 2024Q4: 8,798 shares; 2025Q1: 8,973 shares; 2025Q2: 9,103 shares; 2025Q3: 9,078 shares; 2025Q4: 9,030 shares; 2026Q1: 9,251 shares 9,251 $892K 0.3% +221 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: 2,065 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,365 shares 2,365 $843K 0.28% -200 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,098 shares; 2024Q4: 16,098 shares; 2025Q1: 15,823 shares; 2025Q2: 15,073 shares; 2025Q3: 14,548 shares; 2025Q4: 14,548 shares; 2026Q1: 17,255 shares 17,255 $802K 0.27% +2,707 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: 1,554 shares; 2024Q4: 1,454 shares; 2025Q1: 1,573 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,320 shares 2,320 $784K 0.26% +117 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,670 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,557 shares 1,557 $772K 0.26% -8 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: 5,533 shares; 2024Q4: 5,433 shares; 2025Q1: 5,263 shares; 2025Q2: 5,733 shares; 2025Q3: 5,273 shares; 2025Q4: 5,188 shares; 2026Q1: 5,156 shares 5,156 $758K 0.25% -32 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 13,679 shares; 2025Q1: 14,141 shares; 2025Q2: 14,141 shares; 2025Q3: 14,091 shares; 2025Q4: 14,091 shares; 2026Q1: 13,805 shares 13,805 $747K 0.25% -286 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: 7,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,473 shares; 2025Q2: 6,621 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,380 shares 6,380 $734K 0.25% -88 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: 6,882 shares; 2024Q4: 6,709 shares; 2025Q1: 6,809 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares; 2025Q4: 7,788 shares; 2026Q1: 7,747 shares 7,747 $728K 0.24% -41 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: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,941 shares; 2025Q2: 2,870 shares; 2025Q3: 2,790 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares 2,743 $714K 0.24% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,999 shares; 2026Q1: 2,899 shares 2,899 $708K 0.24% +900 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: 11,842 shares; 2024Q4: 11,829 shares; 2025Q1: 12,503 shares; 2025Q2: 12,681 shares; 2025Q3: 12,009 shares; 2025Q4: 12,177 shares; 2026Q1: 13,673 shares 13,673 $686K 0.23% +1,496 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: 3,392 shares; 2026Q1: 3,392 shares 3,392 $671K 0.23% 0 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,167 shares; 2025Q2: 1,192 shares; 2025Q3: 1,292 shares; 2025Q4: 1,262 shares; 2026Q1: 1,237 shares 1,237 $666K 0.22% -25 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: 7,516 shares; 2024Q4: 7,516 shares; 2025Q1: 7,713 shares; 2025Q2: 7,592 shares; 2025Q3: 7,272 shares; 2025Q4: 7,072 shares; 2026Q1: 7,672 shares 7,672 $665K 0.22% +600 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,755 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,056 shares; 2025Q4: 4,048 shares; 2026Q1: 4,374 shares 4,374 $635K 0.21% +326 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $626K 0.21% 0 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: 8,963 shares; 2024Q4: 9,034 shares; 2025Q1: 12,885 shares; 2025Q2: 11,364 shares; 2025Q3: 10,724 shares; 2025Q4: 9,478 shares; 2026Q1: 9,478 shares 9,478 $607K 0.2% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 9,247 shares; 2025Q1: 9,247 shares; 2025Q2: 9,418 shares; 2025Q3: 9,828 shares; 2025Q4: 9,958 shares; 2026Q1: 10,525 shares 10,525 $607K 0.2% +567 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: 1,630 shares; 2024Q4: 1,498 shares; 2025Q1: 1,513 shares; 2025Q2: 1,611 shares; 2025Q3: 1,911 shares; 2025Q4: 1,881 shares; 2026Q1: 2,081 shares 2,081 $597K 0.2% +200 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: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,714 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,730 shares; 2026Q1: 1,735 shares 1,735 $595K 0.2% +5 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 9,785 shares; 2025Q1: 9,785 shares; 2025Q2: 9,785 shares; 2025Q3: 9,232 shares; 2025Q4: 9,856 shares; 2026Q1: 9,745 shares 9,745 $586K 0.2% -111 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,009 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares 3,209 $585K 0.2% 0 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: 22,227 shares; 2024Q4: 21,455 shares; 2025Q1: 19,978 shares; 2025Q2: 19,292 shares; 2025Q3: 11,628 shares; 2025Q4: 11,440 shares; 2026Q1: 12,940 shares 12,940 $571K 0.19% +1,500 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: 50,121 shares; 2024Q4: 47,718 shares; 2025Q1: 20,159 shares; 2025Q2: 15,184 shares; 2025Q3: 3,591 shares; 2025Q4: 3,481 shares; 2026Q1: 2,948 shares 2,948 $566K 0.19% -533 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares 1,646 $563K 0.19% 0 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: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 3,811 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares 3,770 $558K 0.19% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 8,050 shares 8,050 $547K 0.18% +4,050 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,184 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,400 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $542K 0.18% 0 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: 7,042 shares; 2024Q4: 21,126 shares; 2025Q1: 21,126 shares; 2025Q2: 21,126 shares; 2025Q3: 21,126 shares; 2025Q4: 21,126 shares; 2026Q1: 21,126 shares 21,126 $542K 0.18% 0 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: 5,962 shares; 2024Q4: 6,017 shares; 2025Q1: 6,295 shares; 2025Q2: 6,095 shares; 2025Q3: 5,636 shares; 2025Q4: 5,636 shares; 2026Q1: 5,336 shares 5,336 $515K 0.17% -300 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: 843 shares; 2024Q4: 874 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 888 shares; 2026Q1: 898 shares 898 $514K 0.17% +10 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 2,540 shares; 2025Q2: 1,670 shares; 2025Q3: 1,703 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $498K 0.17% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $491K 0.17% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,819 shares; 2025Q1: 5,985 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 6,019 shares; 2026Q1: 6,844 shares 6,844 $488K 0.16% +825 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,995 shares; 2025Q1: 3,120 shares; 2025Q2: 3,077 shares; 2025Q3: 3,032 shares; 2025Q4: 3,082 shares; 2026Q1: 3,072 shares 3,072 $483K 0.16% -10 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,212 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares 5,150 $478K 0.16% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,214 shares; 2025Q1: 5,214 shares; 2025Q2: 5,079 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares; 2026Q1: 4,837 shares 4,837 $473K 0.16% -142 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,596 shares; 2024Q4: 17,596 shares; 2025Q1: 17,596 shares; 2025Q2: 16,846 shares; 2025Q3: 16,846 shares; 2025Q4: 16,846 shares; 2026Q1: 16,846 shares 16,846 $470K 0.16% 0 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: 893 shares; 2024Q4: 893 shares; 2025Q1: 940 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,078 shares; 2026Q1: 1,593 shares 1,593 $463K 0.16% +515 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: 5,475 shares; 2024Q4: 5,200 shares; 2025Q1: 5,950 shares; 2025Q2: 5,959 shares; 2025Q3: 3,709 shares; 2025Q4: 7,418 shares; 2026Q1: 7,418 shares 7,418 $454K 0.15% 0 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: 9,008 shares; 2024Q4: 8,832 shares; 2025Q1: 9,364 shares; 2025Q2: 9,435 shares; 2025Q3: 9,453 shares; 2025Q4: 9,345 shares; 2026Q1: 9,305 shares 9,305 $454K 0.15% -40 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,580 shares; 2025Q1: 1,522 shares; 2025Q2: 1,492 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,473 shares 1,473 $446K 0.15% +81 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: 4,551 shares; 2024Q4: 4,599 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,337 shares; 2025Q4: 6,367 shares; 2026Q1: 6,367 shares 6,367 $444K 0.15% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11,790 shares; 2025Q1: 12,140 shares; 2025Q2: 12,140 shares; 2025Q3: 1,790 shares; 2025Q4: 3,580 shares; 2026Q1: 3,280 shares 3,280 $436K 0.15% -300 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 11,702 shares; 2025Q1: 11,702 shares; 2025Q2: 10,252 shares; 2025Q3: 10,539 shares; 2025Q4: 10,539 shares; 2026Q1: 9,339 shares 9,339 $431K 0.15% -1,200 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: 1,107 shares; 2024Q4: 1,092 shares; 2025Q1: 1,071 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,044 shares; 2026Q1: 1,004 shares 1,004 $428K 0.14% -40 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: 387 shares; 2025Q1: 434 shares; 2025Q2: 422 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 436 shares 436 $419K 0.14% -1 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares 1,293 $415K 0.14% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,332 shares; 2025Q1: 3,132 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,084 shares; 2026Q1: 1,994 shares 1,994 $397K 0.13% -90 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: 2,093 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 1,905 shares 1,905 $396K 0.13% -134 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: 2,165 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 2,027 shares; 2025Q4: 2,157 shares; 2026Q1: 2,607 shares 2,607 $395K 0.13% +450 Timeline VCLT 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: 4,814 shares; 2024Q4: 4,988 shares; 2025Q1: 4,988 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares; 2025Q4: 5,196 shares; 2026Q1: 5,196 shares 5,196 $388K 0.13% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 943 shares; 2025Q2: 918 shares; 2025Q3: 899 shares; 2025Q4: 925 shares; 2026Q1: 1,276 shares 1,276 $386K 0.13% +351 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: 4,694 shares; 2024Q4: 4,774 shares; 2025Q1: 7,144 shares; 2025Q2: 7,144 shares; 2025Q3: 7,043 shares; 2025Q4: 7,134 shares; 2026Q1: 7,134 shares 7,134 $386K 0.13% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,625 shares; 2025Q3: 3,590 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $384K 0.13% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,443 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,608 shares; 2025Q4: 2,598 shares; 2026Q1: 2,598 shares 2,598 $376K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,613 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,499 shares 1,499 $364K 0.12% -54 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: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $363K 0.12% 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: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 11,008 shares; 2025Q2: 12,640 shares; 2025Q3: 12,062 shares; 2025Q4: 13,010 shares; 2026Q1: 12,583 shares 12,583 $361K 0.12% -427 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: 1,706 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,872 shares 1,872 $355K 0.12% +45 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $354K 0.12% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,320 shares; 2024Q4: 9,243 shares; 2025Q1: 8,610 shares; 2025Q2: 7,187 shares; 2025Q3: 7,112 shares; 2025Q4: 6,801 shares; 2026Q1: 6,689 shares 6,689 $353K 0.12% -112 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: 1,995 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 2,134 shares 2,134 $351K 0.12% +234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 5,805 shares 5,805 $348K 0.12% +1,365 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: 5,832 shares; 2024Q4: 5,732 shares; 2025Q1: 6,632 shares; 2025Q2: 5,966 shares; 2025Q3: 5,966 shares; 2025Q4: 5,966 shares; 2026Q1: 6,041 shares 6,041 $343K 0.12% +75 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,650 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,055 shares 2,055 $341K 0.11% -150 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,283 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,196 shares 1,196 $339K 0.11% -51 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 6,048 shares; 2025Q2: 6,331 shares; 2025Q3: 5,559 shares; 2025Q4: 5,559 shares; 2026Q1: 5,431 shares 5,431 $336K 0.11% -128 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: 39,650 shares; 2024Q4: 39,900 shares; 2025Q1: 13,343 shares; 2025Q2: 13,038 shares; 2025Q3: 11,747 shares; 2025Q4: 11,772 shares; 2026Q1: 11,747 shares 11,747 $330K 0.11% -25 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,729 shares; 2025Q4: 1,972 shares; 2026Q1: 2,528 shares 2,528 $326K 0.11% +556 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 295 shares 295 $322K 0.11% -10 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,096 shares; 2025Q1: 4,096 shares; 2025Q2: 4,096 shares; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 4,081 shares 4,081 $321K 0.11% -15 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,761 shares; 2025Q1: 1,701 shares; 2025Q2: 1,601 shares; 2025Q3: 1,541 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $319K 0.11% 0 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: 4,811 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,750 shares; 2025Q4: 4,990 shares; 2026Q1: 5,190 shares 5,190 $315K 0.11% +200 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: 972 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 948 shares 948 $312K 0.1% +45 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,579 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares 3,379 $308K 0.1% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,719 shares; 2024Q4: 33,719 shares; 2025Q1: 33,229 shares; 2025Q2: 34,054 shares; 2025Q3: 33,070 shares; 2025Q4: 32,586 shares; 2026Q1: 29,876 shares 29,876 $297K 0.1% -2,710 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: 3,669 shares; 2024Q4: 3,669 shares; 2025Q1: 3,669 shares; 2025Q2: 3,618 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares 3,565 $294K 0.1% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,181 shares; 2026Q1: 3,883 shares 3,883 $292K 0.1% -298 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: 2,066 shares; 2024Q4: 2,130 shares; 2025Q1: 2,224 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,149 shares; 2026Q1: 2,205 shares 2,205 $291K 0.1% +56 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 4,723 shares 4,723 $289K 0.1% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 10,335 shares; 2025Q4: 10,725 shares; 2026Q1: 10,725 shares 10,725 $280K 0.09% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313 shares; 2026Q1: 319 shares 319 $278K 0.09% +6 Timeline IBB 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: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $278K 0.09% 0 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: 242 shares; 2024Q4: 248 shares; 2025Q1: 223 shares; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 277 shares 277 $276K 0.09% +4 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: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares 2,094 $274K 0.09% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,536 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,411 shares 1,411 $274K 0.09% -25 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 5,468 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares 5,468 $273K 0.09% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $268K 0.09% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares 2,060 $264K 0.09% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 8,582 shares; 2025Q1: 8,479 shares; 2025Q2: 8,166 shares; 2025Q3: 7,466 shares; 2025Q4: 7,132 shares; 2026Q1: 6,982 shares 6,982 $260K 0.09% -150 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,110 shares; 2025Q3: 6,662 shares; 2025Q4: 6,223 shares; 2026Q1: 4,702 shares 4,702 $252K 0.08% -1,521 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $247K 0.08% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,625 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $241K 0.08% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,495 shares; 2025Q1: 2,815 shares; 2025Q2: 2,898 shares; 2025Q3: 2,663 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668 $240K 0.08% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares 7,680 $238K 0.08% 0 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $230K 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,008 shares; 2026Q1: 2,017 shares 2,017 $229K 0.08% +9 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 5,200 shares; 2025Q1: 4,950 shares; 2025Q2: 5,234 shares; 2025Q3: 4,984 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares 5,019 $227K 0.08% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: not reported; 2025Q1: 1,844 shares; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $224K 0.08% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $222K 0.07% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,834 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares 1,830 $222K 0.07% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,372 shares; 2025Q1: 6,402 shares; 2025Q2: 7,264 shares; 2025Q3: 7,164 shares; 2025Q4: 6,589 shares; 2026Q1: 2,902 shares 2,902 $221K 0.07% -3,687 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: 72 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 51 shares 51 $215K 0.07% +9 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: 34,650 shares; 2024Q4: 33,650 shares; 2025Q1: 33,650 shares; 2025Q2: 33,650 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $214K 0.07% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares 2,475 $210K 0.07% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,643 shares; 2025Q1: 4,643 shares; 2025Q2: 4,643 shares; 2025Q3: 4,643 shares; 2025Q4: 4,643 shares; 2026Q1: 4,143 shares 4,143 $209K 0.07% -500 Timeline ITB 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: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $207K 0.07% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 869 shares; 2026Q1: 869 shares 869 $201K 0.07% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,243 shares; 2025Q2: 28,500 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $188K 0.06% 0 Timeline