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: 1,052,425 shares; 2024Q4: 1,032,620 shares; 2025Q1: 1,015,400 shares; 2025Q2: 1,014,359 shares; 2025Q3: 948,008 shares; 2025Q4: 899,493 shares; 2026Q1: 887,565 shares 887,565 $155M 6.35% -11,928 Timeline MGC 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: 455,028 shares; 2024Q4: 470,036 shares; 2025Q1: 480,962 shares; 2025Q2: 494,163 shares; 2025Q3: 501,734 shares; 2025Q4: 500,553 shares; 2026Q1: 504,340 shares 504,340 $119M 4.89% +3,787 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: 259,265 shares; 2024Q4: 257,090 shares; 2025Q1: 257,269 shares; 2025Q2: 256,329 shares; 2025Q3: 242,037 shares; 2025Q4: 237,734 shares; 2026Q1: 241,303 shares 241,303 $61.2M 2.51% +3,569 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: 172,560 shares; 2024Q4: 175,807 shares; 2025Q1: 182,101 shares; 2025Q2: 184,840 shares; 2025Q3: 190,774 shares; 2025Q4: 191,992 shares; 2026Q1: 193,401 shares 193,401 $55.5M 2.28% +1,409 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,513 shares; 2024Q4: 115,811 shares; 2025Q1: 119,371 shares; 2025Q2: 119,538 shares; 2025Q3: 121,543 shares; 2025Q4: 122,434 shares; 2026Q1: 126,300 shares 126,300 $46.4M 1.9% +3,866 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: 56,482 shares; 2024Q4: 58,146 shares; 2025Q1: 59,460 shares; 2025Q2: 62,691 shares; 2025Q3: 62,786 shares; 2025Q4: 64,392 shares; 2026Q1: 67,902 shares 67,902 $40.6M 1.66% +3,510 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: 515,689 shares; 2024Q4: 525,857 shares; 2025Q1: 539,171 shares; 2025Q2: 551,560 shares; 2025Q3: 560,704 shares; 2025Q4: 559,880 shares; 2026Q1: 582,227 shares 582,227 $37.3M 1.53% +22,347 Timeline FNDF 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: 670,733 shares; 2024Q4: 660,247 shares; 2025Q1: 677,086 shares; 2025Q2: 681,707 shares; 2025Q3: 686,193 shares; 2025Q4: 701,768 shares; 2026Q1: 734,098 shares 734,098 $35.9M 1.47% +32,330 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,524 shares; 2024Q4: 1,078,008 shares; 2025Q1: 1,138,258 shares; 2025Q2: 1,177,227 shares; 2025Q3: 1,236,117 shares; 2025Q4: 1,284,869 shares; 2026Q1: 1,364,383 shares 1,364,383 $33.1M 1.36% +79,514 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: 107,463 shares; 2024Q4: 107,312 shares; 2025Q1: 106,987 shares; 2025Q2: 104,807 shares; 2025Q3: 104,314 shares; 2025Q4: 104,094 shares; 2026Q1: 110,036 shares 110,036 $32.9M 1.35% +5,942 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: 91,242 shares; 2024Q4: 93,141 shares; 2025Q1: 93,837 shares; 2025Q2: 93,809 shares; 2025Q3: 91,276 shares; 2025Q4: 89,044 shares; 2026Q1: 87,490 shares 87,490 $32.4M 1.33% -1,554 Timeline IGSB 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: 351,511 shares; 2024Q4: 425,164 shares; 2025Q1: 459,636 shares; 2025Q2: 499,781 shares; 2025Q3: 515,922 shares; 2025Q4: 552,128 shares; 2026Q1: 602,484 shares 602,484 $31.7M 1.3% +50,356 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: 115,148 shares; 2024Q4: 115,665 shares; 2025Q1: 118,154 shares; 2025Q2: 116,307 shares; 2025Q3: 113,081 shares; 2025Q4: 111,104 shares; 2026Q1: 111,460 shares 111,460 $29.2M 1.2% +356 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: 196,854 shares; 2024Q4: 203,301 shares; 2025Q1: 233,026 shares; 2025Q2: 240,586 shares; 2025Q3: 287,171 shares; 2025Q4: 305,124 shares; 2026Q1: 323,632 shares 323,632 $28.5M 1.17% +18,508 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: 100,703 shares; 2024Q4: 95,020 shares; 2025Q1: 98,777 shares; 2025Q2: 98,445 shares; 2025Q3: 97,543 shares; 2025Q4: 96,831 shares; 2026Q1: 95,888 shares 95,888 $27.5M 1.13% -943 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: 566,738 shares; 2024Q4: 1,108,855 shares; 2025Q1: 1,097,523 shares; 2025Q2: 1,101,763 shares; 2025Q3: 1,082,043 shares; 2025Q4: 1,084,813 shares; 2026Q1: 1,101,452 shares 1,101,452 $27.3M 1.12% +16,639 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: 92,995 shares; 2024Q4: 93,903 shares; 2025Q1: 93,083 shares; 2025Q2: 94,921 shares; 2025Q3: 90,857 shares; 2025Q4: 90,379 shares; 2026Q1: 90,695 shares 90,695 $26.7M 1.09% +316 Timeline MGV 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: 135,705 shares; 2024Q4: 147,063 shares; 2025Q1: 159,091 shares; 2025Q2: 163,716 shares; 2025Q3: 169,269 shares; 2025Q4: 168,967 shares; 2026Q1: 176,079 shares 176,079 $25.5M 1.05% +7,112 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: 195,222 shares; 2024Q4: 198,689 shares; 2025Q1: 194,957 shares; 2025Q2: 201,564 shares; 2025Q3: 198,918 shares; 2025Q4: 195,158 shares; 2026Q1: 195,926 shares 195,926 $24.4M 1% +768 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,634 shares; 2024Q4: 234,855 shares; 2025Q1: 242,234 shares; 2025Q2: 243,359 shares; 2025Q3: 259,558 shares; 2025Q4: 276,298 shares; 2026Q1: 297,401 shares 297,401 $21.9M 0.9% +21,103 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,000 shares; 2024Q4: 138,000 shares; 2025Q1: 140,178 shares; 2025Q2: 164,410 shares; 2025Q3: 278,136 shares; 2025Q4: 517,311 shares; 2026Q1: 601,703 shares 601,703 $21.3M 0.87% +84,392 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: 85,148 shares; 2024Q4: 88,942 shares; 2025Q1: 92,883 shares; 2025Q2: 97,175 shares; 2025Q3: 99,421 shares; 2025Q4: 100,016 shares; 2026Q1: 101,676 shares 101,676 $21.2M 0.87% +1,660 Timeline MBB 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: 112,885 shares; 2024Q4: 164,280 shares; 2025Q1: 182,023 shares; 2025Q2: 189,132 shares; 2025Q3: 203,373 shares; 2025Q4: 216,666 shares; 2026Q1: 221,906 shares 221,906 $21.1M 0.86% +5,240 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: 36,530 shares; 2024Q4: 36,519 shares; 2025Q1: 35,723 shares; 2025Q2: 35,761 shares; 2025Q3: 32,282 shares; 2025Q4: 32,054 shares; 2026Q1: 31,814 shares 31,814 $20.7M 0.85% -240 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: 293,965 shares; 2024Q4: 291,493 shares; 2025Q1: 287,251 shares; 2025Q2: 295,652 shares; 2025Q3: 289,504 shares; 2025Q4: 284,634 shares; 2026Q1: 282,333 shares 282,333 $19.1M 0.78% -2,301 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: 185,938 shares; 2024Q4: 182,606 shares; 2025Q1: 184,949 shares; 2025Q2: 191,572 shares; 2025Q3: 188,286 shares; 2025Q4: 185,419 shares; 2026Q1: 185,547 shares 185,547 $17.9M 0.73% +128 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: 235,823 shares; 2024Q4: 702,492 shares; 2025Q1: 705,265 shares; 2025Q2: 697,746 shares; 2025Q3: 690,856 shares; 2025Q4: 670,671 shares; 2026Q1: 662,085 shares 662,085 $17M 0.7% -8,586 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: 79,045 shares; 2024Q4: 79,674 shares; 2025Q1: 79,861 shares; 2025Q2: 79,423 shares; 2025Q3: 76,215 shares; 2025Q4: 76,215 shares; 2026Q1: 75,024 shares 75,024 $16.3M 0.67% -1,191 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,034 shares; 2024Q4: 95,127 shares; 2025Q1: 108,086 shares; 2025Q2: 130,982 shares; 2025Q3: 138,190 shares; 2025Q4: 159,207 shares; 2026Q1: 152,984 shares 152,984 $15.4M 0.63% -6,223 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: 65,246 shares; 2024Q4: 66,534 shares; 2025Q1: 68,390 shares; 2025Q2: 68,511 shares; 2025Q3: 68,512 shares; 2025Q4: 67,836 shares; 2026Q1: 87,703 shares 87,703 $14.9M 0.61% +19,867 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: 183,392 shares; 2024Q4: 181,666 shares; 2025Q1: 162,216 shares; 2025Q2: 158,827 shares; 2025Q3: 148,554 shares; 2025Q4: 141,854 shares; 2026Q1: 127,956 shares 127,956 $14.7M 0.6% -13,898 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: 175,261 shares; 2024Q4: 183,432 shares; 2025Q1: 198,925 shares; 2025Q2: 218,130 shares; 2025Q3: 237,546 shares; 2025Q4: 246,180 shares; 2026Q1: 264,378 shares 264,378 $14.3M 0.59% +18,198 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: 47,220 shares; 2024Q4: 47,308 shares; 2025Q1: 46,253 shares; 2025Q2: 46,589 shares; 2025Q3: 44,889 shares; 2025Q4: 44,266 shares; 2026Q1: 43,240 shares 43,240 $14.2M 0.58% -1,026 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,845 shares; 2024Q4: 147,052 shares; 2025Q1: 150,587 shares; 2025Q2: 151,503 shares; 2025Q3: 152,994 shares; 2025Q4: 159,778 shares; 2026Q1: 176,236 shares 176,236 $13.8M 0.57% +16,458 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,000 shares; 2024Q4: 130,000 shares; 2025Q1: 130,000 shares; 2025Q2: 132,816 shares; 2025Q3: 222,466 shares; 2025Q4: 524,804 shares; 2026Q1: 565,316 shares 565,316 $13.8M 0.57% +40,512 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: 44,800 shares; 2024Q4: 44,383 shares; 2025Q1: 44,141 shares; 2025Q2: 44,265 shares; 2025Q3: 42,465 shares; 2025Q4: 42,202 shares; 2026Q1: 41,960 shares 41,960 $13.5M 0.55% -242 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: 164,932 shares; 2024Q4: 505,354 shares; 2025Q1: 507,242 shares; 2025Q2: 510,992 shares; 2025Q3: 512,999 shares; 2025Q4: 513,185 shares; 2026Q1: 518,199 shares 518,199 $13M 0.53% +5,014 Timeline IEI 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: 148,683 shares; 2024Q4: 173,835 shares; 2025Q1: 181,021 shares; 2025Q2: 135,652 shares; 2025Q3: 137,227 shares; 2025Q4: 116,582 shares; 2026Q1: 105,454 shares 105,454 $12.5M 0.51% -11,128 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: 61,343 shares; 2024Q4: 61,153 shares; 2025Q1: 61,477 shares; 2025Q2: 60,958 shares; 2025Q3: 58,036 shares; 2025Q4: 57,515 shares; 2026Q1: 57,590 shares 57,590 $12.4M 0.51% +75 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,236 shares; 2024Q4: 140,007 shares; 2025Q1: 140,127 shares; 2025Q2: 139,561 shares; 2025Q3: 129,378 shares; 2025Q4: 133,810 shares; 2026Q1: 136,512 shares 136,512 $12.3M 0.51% +2,702 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: 78,023 shares; 2024Q4: 78,350 shares; 2025Q1: 79,494 shares; 2025Q2: 80,183 shares; 2025Q3: 80,918 shares; 2025Q4: 88,053 shares; 2026Q1: 89,206 shares 89,206 $12.3M 0.51% +1,153 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: 57,226 shares; 2024Q4: 55,043 shares; 2025Q1: 55,038 shares; 2025Q2: 54,672 shares; 2025Q3: 53,594 shares; 2025Q4: 54,007 shares; 2026Q1: 59,208 shares 59,208 $12.3M 0.5% +5,201 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: 39,481 shares; 2024Q4: 39,297 shares; 2025Q1: 39,322 shares; 2025Q2: 40,124 shares; 2025Q3: 38,555 shares; 2025Q4: 38,992 shares; 2026Q1: 38,198 shares 38,198 $11.9M 0.49% -794 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: 35,003 shares; 2024Q4: 37,186 shares; 2025Q1: 40,271 shares; 2025Q2: 40,514 shares; 2025Q3: 40,807 shares; 2025Q4: 41,408 shares; 2026Q1: 40,710 shares 40,710 $11.7M 0.48% -698 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: 61,174 shares; 2024Q4: 60,041 shares; 2025Q1: 60,332 shares; 2025Q2: 61,413 shares; 2025Q3: 61,769 shares; 2025Q4: 61,710 shares; 2026Q1: 63,354 shares 63,354 $11.7M 0.48% +1,644 Timeline VPLS 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: 12,491 shares; 2024Q4: 22,553 shares; 2025Q1: 45,212 shares; 2025Q2: 60,520 shares; 2025Q3: 86,486 shares; 2025Q4: 124,521 shares; 2026Q1: 150,222 shares 150,222 $11.7M 0.48% +25,701 Timeline STIP 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: 57,930 shares; 2024Q4: 76,017 shares; 2025Q1: 87,642 shares; 2025Q2: 80,148 shares; 2025Q3: 84,529 shares; 2025Q4: 99,034 shares; 2026Q1: 110,737 shares 110,737 $11.5M 0.47% +11,703 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,072 shares; 2024Q4: 107,133 shares; 2025Q1: 105,493 shares; 2025Q2: 106,134 shares; 2025Q3: 98,621 shares; 2025Q4: 92,263 shares; 2026Q1: 92,820 shares 92,820 $11.3M 0.46% +557 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: 25,484 shares; 2024Q4: 25,291 shares; 2025Q1: 25,594 shares; 2025Q2: 25,374 shares; 2025Q3: 21,929 shares; 2025Q4: 18,960 shares; 2026Q1: 23,422 shares 23,422 $11.2M 0.46% +4,462 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: 17,134 shares; 2024Q4: 17,299 shares; 2025Q1: 17,189 shares; 2025Q2: 17,012 shares; 2025Q3: 16,347 shares; 2025Q4: 16,342 shares; 2026Q1: 16,952 shares 16,952 $11.1M 0.45% +610 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: 14,178 shares; 2024Q4: 14,358 shares; 2025Q1: 14,708 shares; 2025Q2: 14,897 shares; 2025Q3: 15,046 shares; 2025Q4: 15,116 shares; 2026Q1: 15,236 shares 15,236 $10.8M 0.44% +120 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: 93,317 shares; 2024Q4: 277,346 shares; 2025Q1: 285,014 shares; 2025Q2: 288,425 shares; 2025Q3: 282,215 shares; 2025Q4: 303,065 shares; 2026Q1: 382,404 shares 382,404 $10.6M 0.44% +79,339 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,875 shares; 2024Q4: 52,345 shares; 2025Q1: 50,190 shares; 2025Q2: 50,143 shares; 2025Q3: 47,684 shares; 2025Q4: 39,229 shares; 2026Q1: 39,019 shares 39,019 $10.6M 0.44% -210 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: 180,361 shares; 2024Q4: 532,642 shares; 2025Q1: 523,893 shares; 2025Q2: 487,631 shares; 2025Q3: 394,779 shares; 2025Q4: 342,376 shares; 2026Q1: 342,938 shares 342,938 $10.5M 0.43% +562 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: 49,972 shares; 2024Q4: 48,268 shares; 2025Q1: 47,843 shares; 2025Q2: 48,116 shares; 2025Q3: 44,049 shares; 2025Q4: 41,817 shares; 2026Q1: 34,642 shares 34,642 $10.5M 0.43% -7,175 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,934 shares; 2024Q4: 117,538 shares; 2025Q1: 117,588 shares; 2025Q2: 117,035 shares; 2025Q3: 113,865 shares; 2025Q4: 112,765 shares; 2026Q1: 112,790 shares 112,790 $10.4M 0.43% +25 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: 141,044 shares; 2024Q4: 406,905 shares; 2025Q1: 380,430 shares; 2025Q2: 369,685 shares; 2025Q3: 357,136 shares; 2025Q4: 338,592 shares; 2026Q1: 335,376 shares 335,376 $10.4M 0.43% -3,216 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: 22,475 shares; 2024Q4: 22,348 shares; 2025Q1: 20,347 shares; 2025Q2: 19,881 shares; 2025Q3: 17,244 shares; 2025Q4: 17,028 shares; 2026Q1: 17,106 shares 17,106 $10.3M 0.42% +78 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: 19,118 shares; 2024Q4: 19,754 shares; 2025Q1: 19,087 shares; 2025Q2: 19,014 shares; 2025Q3: 18,249 shares; 2025Q4: 18,162 shares; 2026Q1: 17,876 shares 17,876 $10.3M 0.42% -286 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: 16,794 shares; 2024Q4: 16,710 shares; 2025Q1: 16,479 shares; 2025Q2: 16,184 shares; 2025Q3: 15,456 shares; 2025Q4: 15,117 shares; 2026Q1: 14,633 shares 14,633 $10.2M 0.42% -484 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: 39,507 shares; 2024Q4: 38,302 shares; 2025Q1: 40,364 shares; 2025Q2: 40,000 shares; 2025Q3: 40,361 shares; 2025Q4: 39,820 shares; 2026Q1: 40,667 shares 40,667 $9.94M 0.41% +847 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: 98,979 shares; 2024Q4: 99,236 shares; 2025Q1: 96,100 shares; 2025Q2: 96,329 shares; 2025Q3: 93,124 shares; 2025Q4: 91,626 shares; 2026Q1: 88,224 shares 88,224 $9.68M 0.4% -3,402 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,791 shares; 2025Q1: 2,845 shares; 2025Q2: 16,880 shares; 2025Q3: 16,445 shares; 2025Q4: 22,684 shares; 2026Q1: 85,436 shares 85,436 $9.43M 0.39% +62,752 Timeline IBDR 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: 161,134 shares; 2024Q4: 289,475 shares; 2025Q1: 319,211 shares; 2025Q2: 325,701 shares; 2025Q3: 336,411 shares; 2025Q4: 372,071 shares; 2026Q1: 384,335 shares 384,335 $9.32M 0.38% +12,264 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: 48,307 shares; 2024Q4: 51,274 shares; 2025Q1: 61,969 shares; 2025Q2: 78,525 shares; 2025Q3: 84,693 shares; 2025Q4: 100,292 shares; 2026Q1: 110,966 shares 110,966 $9.27M 0.38% +10,674 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: 52,194 shares; 2024Q4: 58,162 shares; 2025Q1: 58,594 shares; 2025Q2: 66,126 shares; 2025Q3: 64,571 shares; 2025Q4: 62,324 shares; 2026Q1: 63,100 shares 63,100 $9.23M 0.38% +776 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,891 shares; 2024Q4: 103,906 shares; 2025Q1: 110,912 shares; 2025Q2: 107,549 shares; 2025Q3: 114,984 shares; 2025Q4: 118,655 shares; 2026Q1: 116,375 shares 116,375 $9.23M 0.38% -2,280 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: 60,440 shares; 2024Q4: 54,226 shares; 2025Q1: 52,459 shares; 2025Q2: 49,959 shares; 2025Q3: 46,233 shares; 2025Q4: 46,452 shares; 2026Q1: 47,262 shares 47,262 $8.61M 0.35% +810 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,156 shares; 2024Q4: 68,143 shares; 2025Q1: 65,253 shares; 2025Q2: 64,498 shares; 2025Q3: 62,964 shares; 2025Q4: 61,739 shares; 2026Q1: 61,504 shares 61,504 $8.56M 0.35% -235 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,535 shares; 2024Q4: 68,822 shares; 2025Q1: 85,102 shares; 2025Q2: 84,078 shares; 2025Q3: 113,694 shares; 2025Q4: 126,868 shares; 2026Q1: 121,508 shares 121,508 $8.28M 0.34% -5,360 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,584 shares; 2024Q4: 177,510 shares; 2025Q1: 212,077 shares; 2025Q2: 229,861 shares; 2025Q3: 265,878 shares; 2025Q4: 322,264 shares; 2026Q1: 325,818 shares 325,818 $7.91M 0.32% +3,554 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,841 shares; 2024Q4: 59,516 shares; 2025Q1: 61,045 shares; 2025Q2: 63,434 shares; 2025Q3: 61,204 shares; 2025Q4: 61,134 shares; 2026Q1: 58,544 shares 58,544 $7.68M 0.31% -2,590 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,835 shares; 2024Q4: 114,360 shares; 2025Q1: 117,247 shares; 2025Q2: 121,407 shares; 2025Q3: 123,116 shares; 2025Q4: 138,598 shares; 2026Q1: 147,629 shares 147,629 $7.67M 0.31% +9,031 Timeline IBDS 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: 121,963 shares; 2024Q4: 163,717 shares; 2025Q1: 190,243 shares; 2025Q2: 210,028 shares; 2025Q3: 217,321 shares; 2025Q4: 267,835 shares; 2026Q1: 313,639 shares 313,639 $7.6M 0.31% +45,804 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: 98,504 shares; 2024Q4: 97,535 shares; 2025Q1: 96,830 shares; 2025Q2: 95,093 shares; 2025Q3: 93,742 shares; 2025Q4: 95,469 shares; 2026Q1: 98,328 shares 98,328 $7.58M 0.31% +2,859 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,804 shares; 2024Q4: 93,542 shares; 2025Q1: 113,758 shares; 2025Q2: 168,346 shares; 2025Q3: 170,086 shares; 2025Q4: 174,213 shares; 2026Q1: 184,200 shares 184,200 $7.52M 0.31% +9,987 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,589 shares; 2024Q4: 34,505 shares; 2025Q1: 90,100 shares; 2025Q2: 125,694 shares; 2025Q3: 150,935 shares; 2025Q4: 170,830 shares; 2026Q1: 189,656 shares 189,656 $7.39M 0.3% +18,826 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: 32,659 shares; 2024Q4: 32,687 shares; 2025Q1: 33,092 shares; 2025Q2: 33,383 shares; 2025Q3: 33,016 shares; 2025Q4: 31,978 shares; 2026Q1: 32,058 shares 32,058 $7.37M 0.3% +80 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: 3,723 shares; 2024Q4: 6,347 shares; 2025Q1: 6,892 shares; 2025Q2: 6,991 shares; 2025Q3: 8,504 shares; 2025Q4: 8,352 shares; 2026Q1: 8,352 shares 8,352 $7.29M 0.3% 0 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: 53,569 shares; 2024Q4: 54,218 shares; 2025Q1: 53,863 shares; 2025Q2: 53,554 shares; 2025Q3: 52,230 shares; 2025Q4: 50,477 shares; 2026Q1: 50,138 shares 50,138 $7.24M 0.3% -339 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: 72,616 shares; 2024Q4: 74,137 shares; 2025Q1: 67,749 shares; 2025Q2: 47,984 shares; 2025Q3: 42,259 shares; 2025Q4: 39,420 shares; 2026Q1: 37,622 shares 37,622 $7.22M 0.3% -1,798 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: 6,130 shares; 2024Q4: 6,434 shares; 2025Q1: 7,547 shares; 2025Q2: 8,576 shares; 2025Q3: 7,817 shares; 2025Q4: 7,702 shares; 2026Q1: 7,840 shares 7,840 $7.21M 0.3% +138 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: 9,009 shares; 2024Q4: 10,788 shares; 2025Q1: 11,363 shares; 2025Q2: 11,787 shares; 2025Q3: 11,635 shares; 2025Q4: 12,049 shares; 2026Q1: 12,597 shares 12,597 $7.21M 0.3% +548 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: 16,858 shares; 2024Q4: 17,850 shares; 2025Q1: 19,978 shares; 2025Q2: 22,422 shares; 2025Q3: 23,607 shares; 2025Q4: 23,082 shares; 2026Q1: 23,218 shares 23,218 $7.19M 0.29% +136 Timeline VIGI 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: 107,184 shares; 2024Q4: 110,429 shares; 2025Q1: 119,984 shares; 2025Q2: 120,936 shares; 2025Q3: 101,683 shares; 2025Q4: 90,854 shares; 2026Q1: 80,707 shares 80,707 $7.14M 0.29% -10,147 Timeline SCHZ 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: 197,125 shares; 2024Q4: 385,045 shares; 2025Q1: 364,320 shares; 2025Q2: 339,477 shares; 2025Q3: 320,857 shares; 2025Q4: 318,304 shares; 2026Q1: 306,257 shares 306,257 $7.11M 0.29% -12,047 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: 23,105 shares; 2024Q4: 23,658 shares; 2025Q1: 24,190 shares; 2025Q2: 25,129 shares; 2025Q3: 26,614 shares; 2025Q4: 26,953 shares; 2026Q1: 27,555 shares 27,555 $7.09M 0.29% +602 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,275 shares; 2024Q4: 50,275 shares; 2025Q1: 50,275 shares; 2025Q2: 50,275 shares; 2025Q3: 50,275 shares; 2025Q4: 50,275 shares; 2026Q1: 50,275 shares 50,275 $6.96M 0.29% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,800 shares; 2025Q1: 4,250 shares; 2025Q2: 5,550 shares; 2025Q3: 12,505 shares; 2025Q4: 12,780 shares; 2026Q1: 12,530 shares 12,530 $6.82M 0.28% -250 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: 223,017 shares; 2024Q4: 239,059 shares; 2025Q1: 241,149 shares; 2025Q2: 259,652 shares; 2025Q3: 249,821 shares; 2025Q4: 249,003 shares; 2026Q1: 255,763 shares 255,763 $6.75M 0.28% +6,760 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,492 shares; 2024Q4: 22,593 shares; 2025Q1: 22,049 shares; 2025Q2: 23,961 shares; 2025Q3: 23,267 shares; 2025Q4: 23,268 shares; 2026Q1: 22,793 shares 22,793 $6.73M 0.28% -475 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,405 shares; 2024Q4: 55,657 shares; 2025Q1: 59,610 shares; 2025Q2: 56,469 shares; 2025Q3: 66,606 shares; 2025Q4: 66,958 shares; 2026Q1: 69,984 shares 69,984 $6.68M 0.27% +3,026 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,359 shares; 2024Q4: 95,272 shares; 2025Q1: 95,272 shares; 2025Q2: 95,272 shares; 2025Q3: 95,272 shares; 2025Q4: 90,854 shares; 2026Q1: 90,854 shares 90,854 $6.62M 0.27% 0 Timeline IBMO 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: 207,114 shares; 2024Q4: 257,114 shares; 2025Q1: 266,114 shares; 2025Q2: 270,987 shares; 2025Q3: 266,087 shares; 2025Q4: 299,887 shares; 2026Q1: 255,821 shares 255,821 $6.56M 0.27% -44,066 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: 13,248 shares; 2024Q4: 12,986 shares; 2025Q1: 13,081 shares; 2025Q2: 13,069 shares; 2025Q3: 13,128 shares; 2025Q4: 13,181 shares; 2026Q1: 13,000 shares 13,000 $6.5M 0.27% -181 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: 83,559 shares; 2024Q4: 86,896 shares; 2025Q1: 89,324 shares; 2025Q2: 92,174 shares; 2025Q3: 87,491 shares; 2025Q4: 81,182 shares; 2026Q1: 83,584 shares 83,584 $6.49M 0.27% +2,402 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: 33,767 shares; 2024Q4: 35,815 shares; 2025Q1: 36,254 shares; 2025Q2: 35,753 shares; 2025Q3: 34,992 shares; 2025Q4: 34,416 shares; 2026Q1: 33,670 shares 33,670 $6.46M 0.26% -746 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 13,332 shares; 2025Q1: 13,264 shares; 2025Q2: 13,144 shares; 2025Q3: 12,259 shares; 2025Q4: 11,759 shares; 2026Q1: 11,759 shares 11,759 $6.46M 0.26% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,756 shares; 2024Q4: 17,892 shares; 2025Q1: 18,064 shares; 2025Q2: 18,224 shares; 2025Q3: 18,079 shares; 2025Q4: 17,996 shares; 2026Q1: 18,004 shares 18,004 $6.33M 0.26% +8 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,927 shares; 2025Q1: 13,706 shares; 2025Q2: 14,468 shares; 2025Q3: 14,736 shares; 2025Q4: 15,468 shares; 2026Q1: 50,811 shares 50,811 $6.25M 0.26% +35,343 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: 36,499 shares; 2024Q4: 35,499 shares; 2025Q1: 35,465 shares; 2025Q2: 35,269 shares; 2025Q3: 31,275 shares; 2025Q4: 27,573 shares; 2026Q1: 27,474 shares 27,474 $6.21M 0.25% -99 Timeline VXF 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: 16,845 shares; 2024Q4: 19,514 shares; 2025Q1: 20,849 shares; 2025Q2: 30,970 shares; 2025Q3: 30,573 shares; 2025Q4: 29,311 shares; 2026Q1: 30,121 shares 30,121 $6.2M 0.25% +810 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: 2,149 shares; 2024Q4: 3,146 shares; 2025Q1: 4,647 shares; 2025Q2: 5,547 shares; 2025Q3: 5,872 shares; 2025Q4: 6,571 shares; 2026Q1: 7,271 shares 7,271 $6.15M 0.25% +700 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: 11,020 shares; 2024Q4: 11,399 shares; 2025Q1: 11,571 shares; 2025Q2: 14,359 shares; 2025Q3: 14,368 shares; 2025Q4: 14,501 shares; 2026Q1: 14,322 shares 14,322 $6.11M 0.25% -179 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: 18,486 shares; 2024Q4: 19,158 shares; 2025Q1: 21,474 shares; 2025Q2: 23,327 shares; 2025Q3: 24,421 shares; 2025Q4: 24,619 shares; 2026Q1: 25,121 shares 25,121 $6.09M 0.25% +502 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: 23,789 shares; 2025Q1: 24,235 shares; 2025Q2: 26,534 shares; 2025Q3: 27,485 shares; 2025Q4: 27,485 shares; 2026Q1: 28,449 shares 28,449 $6.09M 0.25% +964 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,818 shares; 2024Q4: 71,035 shares; 2025Q1: 102,875 shares; 2025Q2: 117,053 shares; 2025Q3: 122,127 shares; 2025Q4: 121,388 shares; 2026Q1: 130,409 shares 130,409 $6.03M 0.25% +9,021 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,650 shares; 2024Q4: 54,150 shares; 2025Q1: 54,740 shares; 2025Q2: 53,905 shares; 2025Q3: 54,580 shares; 2025Q4: 54,580 shares; 2026Q1: 54,580 shares 54,580 $5.93M 0.24% 0 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: 67,169 shares; 2024Q4: 75,490 shares; 2025Q1: 76,145 shares; 2025Q2: 74,065 shares; 2025Q3: 75,072 shares; 2025Q4: 67,538 shares; 2026Q1: 69,477 shares 69,477 $5.74M 0.24% +1,939 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 19,514 shares; 2025Q1: 20,012 shares; 2025Q2: 20,054 shares; 2025Q3: 20,154 shares; 2025Q4: 19,654 shares; 2026Q1: 20,065 shares 20,065 $5.69M 0.23% +411 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,088 shares; 2024Q4: 84,611 shares; 2025Q1: 100,477 shares; 2025Q2: 105,587 shares; 2025Q3: 113,636 shares; 2025Q4: 130,507 shares; 2026Q1: 142,595 shares 142,595 $5.69M 0.23% +12,088 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: 75,232 shares; 2024Q4: 76,176 shares; 2025Q1: 77,132 shares; 2025Q2: 76,749 shares; 2025Q3: 72,632 shares; 2025Q4: 72,075 shares; 2026Q1: 72,100 shares 72,100 $5.52M 0.23% +25 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: 42,425 shares; 2024Q4: 42,291 shares; 2025Q1: 42,724 shares; 2025Q2: 43,853 shares; 2025Q3: 42,585 shares; 2025Q4: 40,979 shares; 2026Q1: 41,674 shares 41,674 $5.46M 0.22% +695 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 22,661 shares; 2025Q1: 26,991 shares; 2025Q2: 35,313 shares; 2025Q3: 46,163 shares; 2025Q4: 48,549 shares; 2026Q1: 71,883 shares 71,883 $5.4M 0.22% +23,334 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: 66,512 shares; 2024Q4: 71,756 shares; 2025Q1: 72,782 shares; 2025Q2: 58,774 shares; 2025Q3: 59,336 shares; 2025Q4: 61,695 shares; 2026Q1: 76,912 shares 76,912 $5.36M 0.22% +15,217 Timeline IBTH 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: 92,108 shares; 2024Q4: 109,151 shares; 2025Q1: 115,514 shares; 2025Q2: 140,820 shares; 2025Q3: 156,169 shares; 2025Q4: 195,122 shares; 2026Q1: 237,567 shares 237,567 $5.33M 0.22% +42,445 Timeline IBTG 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: 161,184 shares; 2024Q4: 224,549 shares; 2025Q1: 242,106 shares; 2025Q2: 224,028 shares; 2025Q3: 231,842 shares; 2025Q4: 241,706 shares; 2026Q1: 229,823 shares 229,823 $5.27M 0.22% -11,883 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,632 shares; 2025Q1: 10,684 shares; 2025Q2: 10,712 shares; 2025Q3: 10,348 shares; 2025Q4: 10,266 shares; 2026Q1: 8,416 shares 8,416 $5.2M 0.21% -1,850 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: 76,210 shares; 2024Q4: 95,692 shares; 2025Q1: 102,087 shares; 2025Q2: 107,475 shares; 2025Q3: 104,964 shares; 2025Q4: 163,170 shares; 2026Q1: 205,201 shares 205,201 $5.2M 0.21% +42,031 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,135 shares; 2024Q4: 204,883 shares; 2025Q1: 263,864 shares; 2025Q2: 298,853 shares; 2025Q3: 319,358 shares; 2025Q4: 385,552 shares; 2026Q1: 392,835 shares 392,835 $5.13M 0.21% +7,283 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,559 shares; 2024Q4: 75,000 shares; 2025Q1: 77,920 shares; 2025Q2: 73,459 shares; 2025Q3: 85,867 shares; 2025Q4: 97,398 shares; 2026Q1: 91,739 shares 91,739 $5M 0.21% -5,659 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: 62,390 shares; 2024Q4: 50,645 shares; 2025Q1: 43,744 shares; 2025Q2: 41,415 shares; 2025Q3: 39,994 shares; 2025Q4: 38,353 shares; 2026Q1: 41,201 shares 41,201 $4.99M 0.2% +2,848 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: 8,469 shares; 2024Q4: 11,472 shares; 2025Q1: 13,001 shares; 2025Q2: 15,697 shares; 2025Q3: 17,118 shares; 2025Q4: 17,161 shares; 2026Q1: 17,504 shares 17,504 $4.98M 0.2% +343 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: 11,302 shares; 2024Q4: 10,732 shares; 2025Q1: 10,821 shares; 2025Q2: 10,870 shares; 2025Q3: 11,261 shares; 2025Q4: 11,147 shares; 2026Q1: 11,348 shares 11,348 $4.96M 0.2% +201 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: 9,007 shares; 2024Q4: 9,558 shares; 2025Q1: 9,377 shares; 2025Q2: 10,452 shares; 2025Q3: 12,378 shares; 2025Q4: 12,373 shares; 2026Q1: 13,031 shares 13,031 $4.84M 0.2% +658 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: 30,157 shares; 2024Q4: 30,206 shares; 2025Q1: 30,358 shares; 2025Q2: 30,265 shares; 2025Q3: 27,329 shares; 2025Q4: 24,895 shares; 2026Q1: 24,803 shares 24,803 $4.82M 0.2% -92 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: 32,871 shares; 2024Q4: 33,857 shares; 2025Q1: 35,971 shares; 2025Q2: 37,612 shares; 2025Q3: 38,338 shares; 2025Q4: 35,804 shares; 2026Q1: 32,692 shares 32,692 $4.81M 0.2% -3,112 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,550 shares; 2024Q4: 84,878 shares; 2025Q1: 76,705 shares; 2025Q2: 75,099 shares; 2025Q3: 74,289 shares; 2025Q4: 71,256 shares; 2026Q1: 71,256 shares 71,256 $4.8M 0.2% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,357 shares; 2024Q4: 73,653 shares; 2025Q1: 84,334 shares; 2025Q2: 87,815 shares; 2025Q3: 92,360 shares; 2025Q4: 117,042 shares; 2026Q1: 131,215 shares 131,215 $4.75M 0.19% +14,173 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: 41,390 shares; 2024Q4: 40,878 shares; 2025Q1: 40,639 shares; 2025Q2: 41,127 shares; 2025Q3: 39,153 shares; 2025Q4: 35,791 shares; 2026Q1: 36,158 shares 36,158 $4.73M 0.19% +367 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: 34,848 shares; 2024Q4: 34,241 shares; 2025Q1: 34,016 shares; 2025Q2: 34,016 shares; 2025Q3: 26,016 shares; 2025Q4: 26,066 shares; 2026Q1: 26,066 shares 26,066 $4.71M 0.19% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,801 shares; 2025Q2: 37,751 shares; 2025Q3: 43,637 shares; 2025Q4: 44,537 shares; 2026Q1: 45,037 shares 45,037 $4.67M 0.19% +500 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,320 shares; 2024Q4: 29,287 shares; 2025Q1: 29,305 shares; 2025Q2: 29,908 shares; 2025Q3: 29,278 shares; 2025Q4: 29,278 shares; 2026Q1: 29,278 shares 29,278 $4.6M 0.19% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,849 shares; 2024Q4: 45,868 shares; 2025Q1: 44,916 shares; 2025Q2: 38,797 shares; 2025Q3: 33,109 shares; 2025Q4: 43,622 shares; 2026Q1: 45,637 shares 45,637 $4.57M 0.19% +2,015 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: 51,463 shares; 2024Q4: 46,958 shares; 2025Q1: 45,758 shares; 2025Q2: 40,979 shares; 2025Q3: 38,671 shares; 2025Q4: 40,102 shares; 2026Q1: 44,420 shares 44,420 $4.47M 0.18% +4,318 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: 34,276 shares; 2024Q4: 41,524 shares; 2025Q1: 45,537 shares; 2025Q2: 52,858 shares; 2025Q3: 56,508 shares; 2025Q4: 63,648 shares; 2026Q1: 59,885 shares 59,885 $4.43M 0.18% -3,763 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: 19,605 shares; 2024Q4: 19,870 shares; 2025Q1: 19,661 shares; 2025Q2: 19,476 shares; 2025Q3: 19,380 shares; 2025Q4: 18,875 shares; 2026Q1: 18,680 shares 18,680 $4.41M 0.18% -195 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: 32,652 shares; 2024Q4: 133,975 shares; 2025Q1: 133,109 shares; 2025Q2: 133,012 shares; 2025Q3: 132,146 shares; 2025Q4: 132,510 shares; 2026Q1: 145,342 shares 145,342 $4.23M 0.17% +12,832 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: 10,600 shares; 2024Q4: 11,268 shares; 2025Q1: 12,005 shares; 2025Q2: 11,272 shares; 2025Q3: 11,814 shares; 2025Q4: 11,728 shares; 2026Q1: 11,721 shares 11,721 $4.19M 0.17% -7 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: 38,139 shares; 2024Q4: 38,982 shares; 2025Q1: 39,186 shares; 2025Q2: 45,959 shares; 2025Q3: 45,919 shares; 2025Q4: 45,762 shares; 2026Q1: 46,176 shares 46,176 $4.18M 0.17% +414 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: 57,912 shares; 2024Q4: 165,662 shares; 2025Q1: 174,637 shares; 2025Q2: 178,143 shares; 2025Q3: 189,591 shares; 2025Q4: 208,034 shares; 2026Q1: 161,734 shares 161,734 $4.11M 0.17% -46,300 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,185 shares; 2024Q4: 73,629 shares; 2025Q1: 71,892 shares; 2025Q2: 70,846 shares; 2025Q3: 66,160 shares; 2025Q4: 66,160 shares; 2026Q1: 68,660 shares 68,660 $4.04M 0.17% +2,500 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,057 shares; 2024Q4: 20,057 shares; 2025Q1: 20,247 shares; 2025Q2: 19,247 shares; 2025Q3: 19,247 shares; 2025Q4: 19,247 shares; 2026Q1: 19,247 shares 19,247 $4.02M 0.16% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,409 shares 46,409 $4M 0.16% new Timeline IBTI 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: 39,018 shares; 2024Q4: 57,046 shares; 2025Q1: 63,374 shares; 2025Q2: 87,123 shares; 2025Q3: 102,097 shares; 2025Q4: 139,411 shares; 2026Q1: 178,011 shares 178,011 $3.97M 0.16% +38,600 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: 24,513 shares; 2024Q4: 44,273 shares; 2025Q1: 49,440 shares; 2025Q2: 58,957 shares; 2025Q3: 60,884 shares; 2025Q4: 63,416 shares; 2026Q1: 66,586 shares 66,586 $3.97M 0.16% +3,170 Timeline SPMO 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: 8,395 shares; 2024Q4: 9,301 shares; 2025Q1: 12,244 shares; 2025Q2: 17,400 shares; 2025Q3: 25,169 shares; 2025Q4: 26,075 shares; 2026Q1: 35,080 shares 35,080 $3.93M 0.16% +9,005 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: 23,596 shares; 2024Q4: 18,397 shares; 2025Q1: 17,707 shares; 2025Q2: 17,600 shares; 2025Q3: 16,975 shares; 2025Q4: 16,650 shares; 2026Q1: 15,995 shares 15,995 $3.91M 0.16% -655 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: 43,297 shares; 2024Q4: 42,527 shares; 2025Q1: 42,242 shares; 2025Q2: 37,482 shares; 2025Q3: 33,987 shares; 2025Q4: 32,286 shares; 2026Q1: 31,236 shares 31,236 $3.88M 0.16% -1,050 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: 2,290 shares; 2024Q4: 2,468 shares; 2025Q1: 2,535 shares; 2025Q2: 2,937 shares; 2025Q3: 2,887 shares; 2025Q4: 2,890 shares; 2026Q1: 2,918 shares 2,918 $3.85M 0.16% +28 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: 3,829 shares; 2024Q4: 3,989 shares; 2025Q1: 4,118 shares; 2025Q2: 4,168 shares; 2025Q3: 4,273 shares; 2025Q4: 4,273 shares; 2026Q1: 4,300 shares 4,300 $3.85M 0.16% +27 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF 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: 51,357 shares; 2025Q4: 84,830 shares; 2026Q1: 75,950 shares 75,950 $3.78M 0.16% -8,880 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,354 shares; 2024Q4: 58,519 shares; 2025Q1: 64,517 shares; 2025Q2: 66,720 shares; 2025Q3: 76,639 shares; 2025Q4: 84,597 shares; 2026Q1: 97,247 shares 97,247 $3.72M 0.15% +12,650 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: 22,376 shares; 2024Q4: 22,479 shares; 2025Q1: 21,579 shares; 2025Q2: 22,998 shares; 2025Q3: 22,698 shares; 2025Q4: 23,178 shares; 2026Q1: 22,598 shares 22,598 $3.72M 0.15% -580 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: 29,888 shares; 2024Q4: 29,988 shares; 2025Q1: 31,031 shares; 2025Q2: 31,031 shares; 2025Q3: 31,031 shares; 2025Q4: 30,941 shares; 2026Q1: 30,947 shares 30,947 $3.58M 0.15% +6 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: 3,438 shares; 2025Q1: 3,793 shares; 2025Q2: 3,916 shares; 2025Q3: 7,655 shares; 2025Q4: 7,545 shares; 2026Q1: 10,501 shares 10,501 $3.55M 0.15% +2,956 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,517 shares; 2024Q4: 9,617 shares; 2025Q1: 8,367 shares; 2025Q2: 8,389 shares; 2025Q3: 8,414 shares; 2025Q4: 8,414 shares; 2026Q1: 8,414 shares 8,414 $3.51M 0.14% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,773 shares; 2024Q4: 27,844 shares; 2025Q1: 26,785 shares; 2025Q2: 24,057 shares; 2025Q3: 23,339 shares; 2025Q4: 22,983 shares; 2026Q1: 22,364 shares 22,364 $3.47M 0.14% -619 Timeline IDMO 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: 6,100 shares; 2024Q4: 6,155 shares; 2025Q1: 5,865 shares; 2025Q2: 5,735 shares; 2025Q3: 26,367 shares; 2025Q4: 46,865 shares; 2026Q1: 61,925 shares 61,925 $3.4M 0.14% +15,060 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: 36,401 shares; 2024Q4: 36,981 shares; 2025Q1: 37,113 shares; 2025Q2: 37,080 shares; 2025Q3: 34,901 shares; 2025Q4: 35,118 shares; 2026Q1: 33,045 shares 33,045 $3.39M 0.14% -2,073 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,225 shares; 2024Q4: 184,180 shares; 2025Q1: 208,230 shares; 2025Q2: 218,230 shares; 2025Q3: 224,430 shares; 2025Q4: 266,730 shares; 2026Q1: 260,730 shares 260,730 $3.38M 0.14% -6,000 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: 45,301 shares; 2024Q4: 133,790 shares; 2025Q1: 131,032 shares; 2025Q2: 129,833 shares; 2025Q3: 120,685 shares; 2025Q4: 113,397 shares; 2026Q1: 108,891 shares 108,891 $3.32M 0.14% -4,506 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: 20,656 shares; 2024Q4: 26,111 shares; 2025Q1: 26,111 shares; 2025Q2: 50,439 shares; 2025Q3: 99,849 shares; 2025Q4: 123,935 shares; 2026Q1: 128,560 shares 128,560 $3.28M 0.13% +4,625 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: 40,584 shares; 2024Q4: 40,341 shares; 2025Q1: 40,341 shares; 2025Q2: 40,228 shares; 2025Q3: 38,435 shares; 2025Q4: 38,435 shares; 2026Q1: 38,435 shares 38,435 $3.28M 0.13% 0 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: 14,014 shares; 2024Q4: 109,435 shares; 2025Q1: 137,952 shares; 2025Q2: 152,382 shares; 2025Q3: 133,320 shares; 2025Q4: 115,527 shares; 2026Q1: 95,560 shares 95,560 $3.2M 0.13% -19,967 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: 22,206 shares; 2024Q4: 17,840 shares; 2025Q1: 15,272 shares; 2025Q2: 14,181 shares; 2025Q3: 13,455 shares; 2025Q4: 13,197 shares; 2026Q1: 11,774 shares 11,774 $3.19M 0.13% -1,423 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: 34,113 shares; 2024Q4: 25,841 shares; 2025Q1: 23,133 shares; 2025Q2: 23,872 shares; 2025Q3: 25,068 shares; 2025Q4: 27,732 shares; 2026Q1: 31,804 shares 31,804 $3.16M 0.13% +4,072 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: 8,405 shares; 2024Q4: 8,381 shares; 2025Q1: 8,713 shares; 2025Q2: 8,714 shares; 2025Q3: 5,666 shares; 2025Q4: 5,547 shares; 2026Q1: 5,503 shares 5,503 $3.11M 0.13% -44 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: 36,915 shares; 2024Q4: 35,641 shares; 2025Q1: 35,635 shares; 2025Q2: 35,595 shares; 2025Q3: 35,598 shares; 2025Q4: 36,070 shares; 2026Q1: 40,710 shares 40,710 $3.06M 0.13% +4,640 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 7,050 shares; 2025Q3: 8,800 shares; 2025Q4: 7,250 shares; 2026Q1: 9,300 shares 9,300 $2.99M 0.12% +2,050 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,412 shares; 2025Q1: 11,362 shares; 2025Q2: 11,378 shares; 2025Q3: 9,377 shares; 2025Q4: 9,206 shares; 2026Q1: 10,004 shares 10,004 $2.98M 0.12% +798 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,939 shares; 2024Q4: 113,117 shares; 2025Q1: 107,802 shares; 2025Q2: 110,309 shares; 2025Q3: 104,744 shares; 2025Q4: 103,379 shares; 2026Q1: 102,397 shares 102,397 $2.98M 0.12% -982 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: 5,509 shares; 2024Q4: 6,311 shares; 2025Q1: 7,734 shares; 2025Q2: 8,089 shares; 2025Q3: 6,985 shares; 2025Q4: 6,645 shares; 2026Q1: 6,660 shares 6,660 $2.97M 0.12% +15 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,842 shares; 2024Q4: 94,391 shares; 2025Q1: 96,827 shares; 2025Q2: 95,212 shares; 2025Q3: 90,518 shares; 2025Q4: 91,127 shares; 2026Q1: 89,755 shares 89,755 $2.96M 0.12% -1,372 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6,761 shares; 2025Q1: 8,238 shares; 2025Q2: 8,936 shares; 2025Q3: 9,558 shares; 2025Q4: 9,708 shares; 2026Q1: 10,488 shares 10,488 $2.93M 0.12% +780 Timeline GARP 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: 6,775 shares; 2025Q3: 16,804 shares; 2025Q4: 20,677 shares; 2026Q1: 45,309 shares 45,309 $2.9M 0.12% +24,632 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: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 7,743 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares 8,285 $2.86M 0.12% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,552 shares; 2024Q4: 59,552 shares; 2025Q1: 58,148 shares; 2025Q2: 57,494 shares; 2025Q3: 44,307 shares; 2025Q4: 43,891 shares; 2026Q1: 43,491 shares 43,491 $2.84M 0.12% -400 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: 23,229 shares; 2024Q4: 24,086 shares; 2025Q1: 24,150 shares; 2025Q2: 23,920 shares; 2025Q3: 22,501 shares; 2025Q4: 23,515 shares; 2026Q1: 21,861 shares 21,861 $2.82M 0.12% -1,654 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: 41,739 shares; 2024Q4: 40,453 shares; 2025Q1: 39,220 shares; 2025Q2: 39,385 shares; 2025Q3: 35,056 shares; 2025Q4: 31,894 shares; 2026Q1: 29,113 shares 29,113 $2.81M 0.12% -2,781 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: 8,479 shares; 2024Q4: 8,379 shares; 2025Q1: 8,205 shares; 2025Q2: 8,239 shares; 2025Q3: 8,159 shares; 2025Q4: 8,159 shares; 2026Q1: 8,109 shares 8,109 $2.78M 0.11% -50 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: 12,521 shares; 2024Q4: 12,738 shares; 2025Q1: 12,748 shares; 2025Q2: 12,436 shares; 2025Q3: 12,363 shares; 2025Q4: 11,919 shares; 2026Q1: 12,306 shares 12,306 $2.67M 0.11% +387 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: 2,134 shares; 2024Q4: 2,276 shares; 2025Q1: 2,293 shares; 2025Q2: 2,996 shares; 2025Q3: 3,274 shares; 2025Q4: 2,614 shares; 2026Q1: 2,671 shares 2,671 $2.66M 0.11% +57 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: 11,577 shares; 2024Q4: 11,577 shares; 2025Q1: 11,577 shares; 2025Q2: 11,577 shares; 2025Q3: 10,407 shares; 2025Q4: 10,073 shares; 2026Q1: 10,081 shares 10,081 $2.64M 0.11% +8 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 3,531 shares; 2025Q2: 5,448 shares; 2025Q3: 5,758 shares; 2025Q4: 6,195 shares; 2026Q1: 6,090 shares 6,090 $2.62M 0.11% -105 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: 6,392 shares; 2024Q4: 6,196 shares; 2025Q1: 5,995 shares; 2025Q2: 5,777 shares; 2025Q3: 5,436 shares; 2025Q4: 5,311 shares; 2026Q1: 5,311 shares 5,311 $2.61M 0.11% 0 Timeline IBTJ 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: 14,350 shares; 2024Q4: 15,350 shares; 2025Q1: 18,289 shares; 2025Q2: 35,522 shares; 2025Q3: 65,376 shares; 2025Q4: 93,054 shares; 2026Q1: 119,301 shares 119,301 $2.61M 0.11% +26,247 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: 27,356 shares; 2024Q4: 32,653 shares; 2025Q1: 36,778 shares; 2025Q2: 38,921 shares; 2025Q3: 38,607 shares; 2025Q4: 36,531 shares; 2026Q1: 36,531 shares 36,531 $2.6M 0.11% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,413 shares; 2024Q4: 30,302 shares; 2025Q1: 43,502 shares; 2025Q2: 48,867 shares; 2025Q3: 47,867 shares; 2025Q4: 51,340 shares; 2026Q1: 104,075 shares 104,075 $2.59M 0.11% +52,735 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,873 shares; 2024Q4: 15,626 shares; 2025Q1: 12,600 shares; 2025Q2: 12,337 shares; 2025Q3: 10,890 shares; 2025Q4: 10,832 shares; 2026Q1: 10,572 shares 10,572 $2.57M 0.11% -260 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,100 shares; 2024Q4: 69,100 shares; 2025Q1: 71,702 shares; 2025Q2: 71,802 shares; 2025Q3: 70,202 shares; 2025Q4: 70,302 shares; 2026Q1: 63,902 shares 63,902 $2.55M 0.1% -6,400 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: 4,218 shares; 2024Q4: 4,466 shares; 2025Q1: 4,567 shares; 2025Q2: 4,767 shares; 2025Q3: 4,963 shares; 2025Q4: 5,090 shares; 2026Q1: 5,127 shares 5,127 $2.54M 0.1% +37 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: 68,980 shares; 2024Q4: 67,280 shares; 2025Q1: 67,280 shares; 2025Q2: 65,935 shares; 2025Q3: 65,935 shares; 2025Q4: 65,935 shares; 2026Q1: 66,183 shares 66,183 $2.5M 0.1% +248 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: 10,264 shares; 2024Q4: 11,689 shares; 2025Q1: 12,880 shares; 2025Q2: 13,971 shares; 2025Q3: 14,171 shares; 2025Q4: 15,446 shares; 2026Q1: 18,068 shares 18,068 $2.46M 0.1% +2,622 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: 12,323 shares; 2024Q4: 12,323 shares; 2025Q1: 12,273 shares; 2025Q2: 12,239 shares; 2025Q3: 10,200 shares; 2025Q4: 10,185 shares; 2026Q1: 9,778 shares 9,778 $2.42M 0.1% -407 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: 8,633 shares; 2024Q4: 10,159 shares; 2025Q1: 10,470 shares; 2025Q2: 11,504 shares; 2025Q3: 11,693 shares; 2025Q4: 11,899 shares; 2026Q1: 11,774 shares 11,774 $2.4M 0.1% -125 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,755 shares 34,755 $2.39M 0.1% new Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares; 2025Q4: 86,000 shares; 2026Q1: 86,000 shares 86,000 $2.35M 0.1% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 7,062 shares; 2025Q1: 7,246 shares; 2025Q2: 7,227 shares; 2025Q3: 7,250 shares; 2025Q4: 6,911 shares; 2026Q1: 6,875 shares 6,875 $2.35M 0.1% -36 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: 15,900 shares; 2024Q4: 15,180 shares; 2025Q1: 14,915 shares; 2025Q2: 14,824 shares; 2025Q3: 11,669 shares; 2025Q4: 11,586 shares; 2026Q1: 11,452 shares 11,452 $2.35M 0.1% -134 Timeline IWL 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: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 14,505 shares; 2025Q3: 14,640 shares; 2025Q4: 14,624 shares; 2026Q1: 14,612 shares 14,612 $2.34M 0.1% -12 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: 672 shares; 2024Q4: 677 shares; 2025Q1: 654 shares; 2025Q2: 660 shares; 2025Q3: 610 shares; 2025Q4: 599 shares; 2026Q1: 556 shares 556 $2.34M 0.1% -43 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,644 shares; 2024Q4: 58,237 shares; 2025Q1: 57,997 shares; 2025Q2: 52,212 shares; 2025Q3: 41,410 shares; 2025Q4: 36,457 shares; 2026Q1: 37,317 shares 37,317 $2.33M 0.1% +860 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 18,283 shares; 2025Q1: 22,603 shares; 2025Q2: 22,961 shares; 2025Q3: 19,666 shares; 2025Q4: 14,732 shares; 2026Q1: 12,871 shares 12,871 $2.32M 0.1% -1,861 Timeline VMBS 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: 30,125 shares; 2024Q4: 29,142 shares; 2025Q1: 27,417 shares; 2025Q2: 39,763 shares; 2025Q3: 47,810 shares; 2025Q4: 47,435 shares; 2026Q1: 49,075 shares 49,075 $2.3M 0.09% +1,640 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: 36,426 shares; 2024Q4: 39,008 shares; 2025Q1: 40,031 shares; 2025Q2: 37,987 shares; 2025Q3: 37,473 shares; 2025Q4: 37,323 shares; 2026Q1: 37,748 shares 37,748 $2.29M 0.09% +425 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: 11,992 shares; 2024Q4: 19,166 shares; 2025Q1: 19,158 shares; 2025Q2: 17,334 shares; 2025Q3: 17,272 shares; 2025Q4: 17,097 shares; 2026Q1: 17,275 shares 17,275 $2.28M 0.09% +178 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: 8,403 shares; 2024Q4: 13,653 shares; 2025Q1: 13,818 shares; 2025Q2: 28,863 shares; 2025Q3: 39,033 shares; 2025Q4: 87,574 shares; 2026Q1: 88,949 shares 88,949 $2.25M 0.09% +1,375 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: 9,228 shares; 2024Q4: 9,442 shares; 2025Q1: 9,430 shares; 2025Q2: 9,732 shares; 2025Q3: 9,229 shares; 2025Q4: 9,193 shares; 2026Q1: 9,004 shares 9,004 $2.18M 0.09% -189 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: 18,560 shares; 2024Q4: 18,612 shares; 2025Q1: 18,871 shares; 2025Q2: 10,746 shares; 2025Q3: 10,443 shares; 2025Q4: 10,603 shares; 2026Q1: 10,969 shares 10,969 $2.15M 0.09% +366 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,892 shares; 2025Q1: 9,019 shares; 2025Q2: 9,338 shares; 2025Q3: 8,635 shares; 2025Q4: 9,771 shares; 2026Q1: 9,915 shares 9,915 $2.15M 0.09% +144 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 6,334 shares; 2025Q2: 6,894 shares; 2025Q3: 8,019 shares; 2025Q4: 8,019 shares; 2026Q1: 8,019 shares 8,019 $2.14M 0.09% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,019 shares; 2024Q4: 26,019 shares; 2025Q1: 26,040 shares; 2025Q2: 26,156 shares; 2025Q3: 26,135 shares; 2025Q4: 26,135 shares; 2026Q1: 25,135 shares 25,135 $2.13M 0.09% -1,000 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: 11,411 shares; 2024Q4: 11,461 shares; 2025Q1: 11,461 shares; 2025Q2: 12,312 shares; 2025Q3: 10,127 shares; 2025Q4: 10,027 shares; 2026Q1: 10,027 shares 10,027 $2.12M 0.09% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,157 shares; 2024Q4: 48,357 shares; 2025Q1: 46,357 shares; 2025Q2: 43,997 shares; 2025Q3: 40,928 shares; 2025Q4: 40,128 shares; 2026Q1: 39,628 shares 39,628 $2.07M 0.08% -500 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,076 shares; 2024Q4: 62,876 shares; 2025Q1: 59,176 shares; 2025Q2: 58,676 shares; 2025Q3: 58,172 shares; 2025Q4: 58,172 shares; 2026Q1: 58,172 shares 58,172 $2.06M 0.08% 0 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: 5,371 shares; 2024Q4: 5,667 shares; 2025Q1: 6,038 shares; 2025Q2: 5,803 shares; 2025Q3: 6,348 shares; 2025Q4: 6,480 shares; 2026Q1: 6,827 shares 6,827 $2.06M 0.08% +347 Timeline DAX 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: 48,800 shares 48,800 $2.06M 0.08% new 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: 18,185 shares; 2024Q4: 23,702 shares; 2025Q1: 26,793 shares; 2025Q2: 38,335 shares; 2025Q3: 52,034 shares; 2025Q4: 76,196 shares; 2026Q1: 88,446 shares 88,446 $2.06M 0.08% +12,250 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,232 shares; 2024Q4: 31,342 shares; 2025Q1: 31,432 shares; 2025Q2: 31,327 shares; 2025Q3: 31,327 shares; 2025Q4: 31,071 shares; 2026Q1: 31,014 shares 31,014 $2.06M 0.08% -57 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: 50,231 shares; 2024Q4: 49,352 shares; 2025Q1: 48,315 shares; 2025Q2: 50,074 shares; 2025Q3: 51,358 shares; 2025Q4: 41,529 shares; 2026Q1: 40,790 shares 40,790 $2.05M 0.08% -739 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: 20,748 shares; 2024Q4: 20,421 shares; 2025Q1: 27,361 shares; 2025Q2: 30,076 shares; 2025Q3: 29,276 shares; 2025Q4: 28,796 shares; 2026Q1: 28,316 shares 28,316 $2.04M 0.08% -480 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,902 shares; 2025Q1: 28,301 shares; 2025Q2: 34,320 shares; 2025Q3: 43,671 shares; 2025Q4: 48,089 shares; 2026Q1: 51,387 shares 51,387 $2.03M 0.08% +3,298 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: 3,633 shares; 2025Q1: 14,405 shares; 2025Q2: 17,471 shares; 2025Q3: 17,705 shares; 2025Q4: 20,866 shares; 2026Q1: 17,866 shares 17,866 $2.03M 0.08% -3,000 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: 16,447 shares; 2024Q4: 15,665 shares; 2025Q1: 15,838 shares; 2025Q2: 15,458 shares; 2025Q3: 13,592 shares; 2025Q4: 13,343 shares; 2026Q1: 13,648 shares 13,648 $2.02M 0.08% +305 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: 5,648 shares; 2024Q4: 5,943 shares; 2025Q1: 5,865 shares; 2025Q2: 6,120 shares; 2025Q3: 6,338 shares; 2025Q4: 6,338 shares; 2026Q1: 6,618 shares 6,618 $2M 0.08% +280 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,118 shares; 2024Q4: 33,554 shares; 2025Q1: 33,554 shares; 2025Q2: 33,702 shares; 2025Q3: 33,702 shares; 2025Q4: 49,103 shares; 2026Q1: 49,103 shares 49,103 $1.99M 0.08% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,201 shares; 2024Q4: 38,346 shares; 2025Q1: 38,438 shares; 2025Q2: 40,295 shares; 2025Q3: 40,535 shares; 2025Q4: 37,897 shares; 2026Q1: 42,136 shares 42,136 $1.95M 0.08% +4,239 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: 21,342 shares; 2024Q4: 23,132 shares; 2025Q1: 21,732 shares; 2025Q2: 23,932 shares; 2025Q3: 23,933 shares; 2025Q4: 23,281 shares; 2026Q1: 23,926 shares 23,926 $1.9M 0.08% +645 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,665 shares; 2025Q1: 8,793 shares; 2025Q2: 8,529 shares; 2025Q3: 8,701 shares; 2025Q4: 8,168 shares; 2026Q1: 7,590 shares 7,590 $1.89M 0.08% -578 Timeline IAGG 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: 33,230 shares; 2024Q4: 33,194 shares; 2025Q1: 33,275 shares; 2025Q2: 34,082 shares; 2025Q3: 34,245 shares; 2025Q4: 28,494 shares; 2026Q1: 37,549 shares 37,549 $1.88M 0.08% +9,055 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: 20,882 shares; 2024Q4: 20,882 shares; 2025Q1: 21,064 shares; 2025Q2: 21,064 shares; 2025Q3: 21,079 shares; 2025Q4: 21,160 shares; 2026Q1: 16,970 shares 16,970 $1.85M 0.08% -4,190 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: 35,727 shares; 2024Q4: 45,903 shares; 2025Q1: 47,848 shares; 2025Q2: 42,134 shares; 2025Q3: 41,824 shares; 2025Q4: 36,498 shares; 2026Q1: 36,100 shares 36,100 $1.84M 0.08% -398 Timeline TLH 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: 10,853 shares; 2025Q3: 13,487 shares; 2025Q4: 16,547 shares; 2026Q1: 18,165 shares 18,165 $1.83M 0.08% +1,618 Timeline IDHQ 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: 36,610 shares; 2024Q4: 26,935 shares; 2025Q1: 22,065 shares; 2025Q2: 22,525 shares; 2025Q3: 23,340 shares; 2025Q4: 34,162 shares; 2026Q1: 51,666 shares 51,666 $1.83M 0.07% +17,504 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: 16,178 shares; 2024Q4: 17,280 shares; 2025Q1: 19,070 shares; 2025Q2: 19,776 shares; 2025Q3: 19,597 shares; 2025Q4: 19,240 shares; 2026Q1: 19,329 shares 19,329 $1.8M 0.07% +89 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,011 shares 5,011 $1.79M 0.07% +11 Timeline ISTB 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: 12,184 shares; 2024Q4: 13,154 shares; 2025Q1: 13,463 shares; 2025Q2: 13,685 shares; 2025Q3: 11,150 shares; 2025Q4: 14,201 shares; 2026Q1: 36,941 shares 36,941 $1.79M 0.07% +22,740 Timeline REZ 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: 6,287 shares; 2025Q2: 12,384 shares; 2025Q3: 17,380 shares; 2025Q4: 20,268 shares; 2026Q1: 21,486 shares 21,486 $1.79M 0.07% +1,218 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 10,759 shares; 2025Q1: 10,789 shares; 2025Q2: 10,789 shares; 2025Q3: 10,896 shares; 2025Q4: 10,896 shares; 2026Q1: 10,921 shares 10,921 $1.77M 0.07% +25 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,179 shares; 2024Q4: 27,983 shares; 2025Q1: 55,258 shares; 2025Q2: 56,400 shares; 2025Q3: 57,005 shares; 2025Q4: 57,005 shares; 2026Q1: 80,923 shares 80,923 $1.75M 0.07% +23,918 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: 5,766 shares; 2024Q4: 5,816 shares; 2025Q1: 6,127 shares; 2025Q2: 6,123 shares; 2025Q3: 6,120 shares; 2025Q4: 6,098 shares; 2026Q1: 6,098 shares 6,098 $1.75M 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,738 shares; 2024Q4: 38,045 shares; 2025Q1: 41,753 shares; 2025Q2: 39,614 shares; 2025Q3: 38,783 shares; 2025Q4: 39,993 shares; 2026Q1: 42,511 shares 42,511 $1.75M 0.07% +2,518 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,253 shares; 2025Q1: 5,234 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,146 shares; 2026Q1: 4,820 shares 4,820 $1.73M 0.07% -326 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: 26,922 shares; 2024Q4: 20,990 shares; 2025Q1: 21,080 shares; 2025Q2: 19,371 shares; 2025Q3: 19,048 shares; 2025Q4: 18,569 shares; 2026Q1: 18,569 shares 18,569 $1.73M 0.07% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,661 shares; 2025Q1: 4,394 shares; 2025Q2: 4,405 shares; 2025Q3: 2,915 shares; 2025Q4: 2,921 shares; 2026Q1: 2,921 shares 2,921 $1.72M 0.07% 0 Timeline ONEY 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: 16,050 shares; 2024Q4: 16,499 shares; 2025Q1: 16,999 shares; 2025Q2: 17,144 shares; 2025Q3: 15,884 shares; 2025Q4: 14,431 shares; 2026Q1: 14,166 shares 14,166 $1.7M 0.07% -265 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 20,029 shares; 2025Q1: 20,680 shares; 2025Q2: 20,625 shares; 2025Q3: 19,929 shares; 2025Q4: 21,805 shares; 2026Q1: 20,126 shares 20,126 $1.67M 0.07% -1,679 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: 21,806 shares; 2024Q4: 22,018 shares; 2025Q1: 22,338 shares; 2025Q2: 22,319 shares; 2025Q3: 21,263 shares; 2025Q4: 19,788 shares; 2026Q1: 19,761 shares 19,761 $1.65M 0.07% -27 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 11,505 shares; 2025Q1: 10,793 shares; 2025Q2: 11,142 shares; 2025Q3: 9,948 shares; 2025Q4: 9,631 shares; 2026Q1: 9,719 shares 9,719 $1.62M 0.07% +88 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,350 shares; 2025Q1: 4,550 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 7,955 shares; 2026Q1: 8,855 shares 8,855 $1.62M 0.07% +900 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,906 shares; 2024Q4: 89,756 shares; 2025Q1: 89,006 shares; 2025Q2: 88,581 shares; 2025Q3: 88,626 shares; 2025Q4: 88,682 shares; 2026Q1: 82,389 shares 82,389 $1.62M 0.07% -6,293 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 3,464 shares; 2026Q1: 11,004 shares 11,004 $1.6M 0.07% +7,540 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,104 shares; 2024Q4: 100,779 shares; 2025Q1: 94,173 shares; 2025Q2: 85,212 shares; 2025Q3: 82,237 shares; 2025Q4: 83,257 shares; 2026Q1: 80,517 shares 80,517 $1.57M 0.06% -2,740 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: 9,744 shares; 2024Q4: 9,744 shares; 2025Q1: 9,792 shares; 2025Q2: 9,112 shares; 2025Q3: 7,721 shares; 2025Q4: 7,696 shares; 2026Q1: 7,496 shares 7,496 $1.56M 0.06% -200 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: 4,827 shares; 2024Q4: 4,802 shares; 2025Q1: 4,817 shares; 2025Q2: 4,912 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,891 shares 4,891 $1.56M 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 7,968 shares; 2025Q1: 8,268 shares; 2025Q2: 8,268 shares; 2025Q3: 8,264 shares; 2025Q4: 9,064 shares; 2026Q1: 9,157 shares 9,157 $1.55M 0.06% +93 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: 23,122 shares; 2024Q4: 23,501 shares; 2025Q1: 22,223 shares; 2025Q2: 22,370 shares; 2025Q3: 22,623 shares; 2025Q4: 23,619 shares; 2026Q1: 23,162 shares 23,162 $1.55M 0.06% -457 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: 21,929 shares; 2024Q4: 21,929 shares; 2025Q1: 21,929 shares; 2025Q2: 43,858 shares; 2025Q3: 33,358 shares; 2025Q4: 33,358 shares; 2026Q1: 33,358 shares 33,358 $1.55M 0.06% 0 Timeline ENOR 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: 21,159 shares; 2026Q1: 41,424 shares 41,424 $1.53M 0.06% +20,265 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,025 shares; 2024Q4: 26,025 shares; 2025Q1: 26,025 shares; 2025Q2: 26,025 shares; 2025Q3: 24,525 shares; 2025Q4: 36,786 shares; 2026Q1: 36,786 shares 36,786 $1.52M 0.06% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares; 2026Q1: 4,221 shares 4,221 $1.51M 0.06% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,167 shares; 2025Q1: 8,185 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 7,001 shares; 2026Q1: 7,001 shares 7,001 $1.49M 0.06% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,556 shares; 2025Q1: 3,479 shares; 2025Q2: 3,450 shares; 2025Q3: 3,392 shares; 2025Q4: 3,223 shares; 2026Q1: 3,220 shares 3,220 $1.48M 0.06% -3 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,446 shares; 2024Q4: 20,446 shares; 2025Q1: 20,046 shares; 2025Q2: 20,046 shares; 2025Q3: 19,714 shares; 2025Q4: 19,714 shares; 2026Q1: 19,714 shares 19,714 $1.48M 0.06% 0 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: 23,327 shares; 2024Q4: 23,614 shares; 2025Q1: 23,781 shares; 2025Q2: 24,150 shares; 2025Q3: 20,084 shares; 2025Q4: 17,888 shares; 2026Q1: 16,622 shares 16,622 $1.47M 0.06% -1,266 Timeline EWZ 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: 9,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,086 shares; 2025Q3: not reported; 2025Q4: 22,906 shares; 2026Q1: 38,292 shares 38,292 $1.47M 0.06% +15,386 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: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,585 shares; 2025Q2: 13,604 shares; 2025Q3: 13,491 shares; 2025Q4: 13,491 shares; 2026Q1: 12,891 shares 12,891 $1.46M 0.06% -600 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 2,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,350 shares; 2025Q4: 10,400 shares; 2026Q1: 12,200 shares 12,200 $1.45M 0.06% +1,800 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,520 shares; 2024Q4: 9,271 shares; 2025Q1: 8,861 shares; 2025Q2: 8,632 shares; 2025Q3: 8,883 shares; 2025Q4: 8,268 shares; 2026Q1: 8,268 shares 8,268 $1.35M 0.06% 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: 4,689 shares; 2024Q4: 4,780 shares; 2025Q1: 4,885 shares; 2025Q2: 4,878 shares; 2025Q3: 4,788 shares; 2025Q4: 4,809 shares; 2026Q1: 4,650 shares 4,650 $1.35M 0.06% -159 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: 50,640 shares; 2024Q4: 50,580 shares; 2025Q1: 56,467 shares; 2025Q2: 74,130 shares; 2025Q3: 76,379 shares; 2025Q4: 61,724 shares; 2026Q1: 45,888 shares 45,888 $1.33M 0.05% -15,836 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 31,630 shares; 2025Q1: 31,445 shares; 2025Q2: 31,620 shares; 2025Q3: 30,680 shares; 2025Q4: 30,535 shares; 2026Q1: 30,535 shares 30,535 $1.32M 0.05% 0 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: 6,667 shares 6,667 $1.31M 0.05% new 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: 6,915 shares; 2024Q4: 18,115 shares; 2025Q1: 18,615 shares; 2025Q2: 23,215 shares; 2025Q3: 25,205 shares; 2025Q4: 25,205 shares; 2026Q1: 25,205 shares 25,205 $1.28M 0.05% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,087 shares; 2024Q4: 24,472 shares; 2025Q1: 24,830 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 23,803 shares; 2026Q1: 23,534 shares 23,534 $1.27M 0.05% -269 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 12,140 shares; 2025Q3: 19,563 shares; 2025Q4: 26,301 shares; 2026Q1: 28,189 shares 28,189 $1.26M 0.05% +1,888 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,612 shares; 2025Q1: 12,580 shares; 2025Q2: 13,534 shares; 2025Q3: 16,421 shares; 2025Q4: 22,100 shares; 2026Q1: 24,053 shares 24,053 $1.25M 0.05% +1,953 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 15,024 shares; 2025Q3: 15,024 shares; 2025Q4: 15,024 shares; 2026Q1: 15,024 shares 15,024 $1.24M 0.05% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 16,666 shares; 2025Q1: 16,730 shares; 2025Q2: 16,730 shares; 2025Q3: 16,224 shares; 2025Q4: 14,224 shares; 2026Q1: 14,450 shares 14,450 $1.22M 0.05% +226 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: 34,328 shares; 2024Q4: 30,524 shares; 2025Q1: 25,919 shares; 2025Q2: 25,924 shares; 2025Q3: 26,605 shares; 2025Q4: 25,967 shares; 2026Q1: 22,667 shares 22,667 $1.21M 0.05% -3,300 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: 10,730 shares; 2024Q4: 9,356 shares; 2025Q1: 9,986 shares; 2025Q2: 9,936 shares; 2025Q3: 7,673 shares; 2025Q4: 7,643 shares; 2026Q1: 7,675 shares 7,675 $1.21M 0.05% +32 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,937 shares; 2025Q1: 11,937 shares; 2025Q2: 11,937 shares; 2025Q3: 11,937 shares; 2025Q4: 11,937 shares; 2026Q1: 11,937 shares 11,937 $1.19M 0.05% 0 Timeline IDV 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: 20,911 shares; 2024Q4: 19,211 shares; 2025Q1: 20,244 shares; 2025Q2: 23,608 shares; 2025Q3: 24,038 shares; 2025Q4: 24,181 shares; 2026Q1: 27,701 shares 27,701 $1.18M 0.05% +3,520 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 17,777 shares; 2025Q3: 23,166 shares; 2025Q4: 23,566 shares; 2026Q1: 24,566 shares 24,566 $1.17M 0.05% +1,000 Timeline IGE 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: 11,087 shares; 2024Q4: 12,367 shares; 2025Q1: 15,119 shares; 2025Q2: 14,773 shares; 2025Q3: 15,966 shares; 2025Q4: 16,445 shares; 2026Q1: 18,370 shares 18,370 $1.16M 0.05% +1,925 Timeline EWJ 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: 13,586 shares; 2024Q4: 14,675 shares; 2025Q1: 14,424 shares; 2025Q2: 13,685 shares; 2025Q3: 13,275 shares; 2025Q4: 13,188 shares; 2026Q1: 13,611 shares 13,611 $1.15M 0.05% +423 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,000 shares; 2026Q1: 8,011 shares 8,011 $1.15M 0.05% +11 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,875 shares; 2025Q3: 11,630 shares; 2025Q4: 16,230 shares; 2026Q1: 38,165 shares 38,165 $1.15M 0.05% +21,935 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 8,038 shares; 2025Q1: 9,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $1.15M 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,940 shares; 2025Q3: 4,243 shares; 2025Q4: 4,586 shares; 2026Q1: 4,636 shares 4,636 $1.15M 0.05% +50 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: 4,298 shares; 2024Q4: 4,046 shares; 2025Q1: 3,269 shares; 2025Q2: 3,220 shares; 2025Q3: 3,194 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares 3,136 $1.12M 0.05% 0 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: 72,712 shares; 2024Q4: 69,388 shares; 2025Q1: 73,779 shares; 2025Q2: 75,072 shares; 2025Q3: 64,435 shares; 2025Q4: 47,485 shares; 2026Q1: 45,426 shares 45,426 $1.11M 0.05% -2,059 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: 22,940 shares; 2024Q4: 16,940 shares; 2025Q1: 16,940 shares; 2025Q2: 16,940 shares; 2025Q3: 15,940 shares; 2025Q4: 16,265 shares; 2026Q1: 15,815 shares 15,815 $1.11M 0.05% -450 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: 13,804 shares; 2024Q4: 13,804 shares; 2025Q1: 14,440 shares; 2025Q2: 14,440 shares; 2025Q3: 14,077 shares; 2025Q4: 13,077 shares; 2026Q1: 13,077 shares 13,077 $1.11M 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,101 shares; 2025Q4: 12,099 shares; 2026Q1: 13,945 shares 13,945 $1.1M 0.04% +1,846 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: 8,406 shares; 2024Q4: 8,406 shares; 2025Q1: 7,831 shares; 2025Q2: 7,731 shares; 2025Q3: 7,261 shares; 2025Q4: 7,261 shares; 2026Q1: 6,891 shares 6,891 $1.09M 0.04% -370 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: 3,364 shares; 2024Q4: 4,709 shares; 2025Q1: 7,856 shares; 2025Q2: 9,334 shares; 2025Q3: 10,632 shares; 2025Q4: 11,055 shares; 2026Q1: 11,754 shares 11,754 $1.09M 0.04% +699 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: 7,531 shares; 2024Q4: 10,281 shares; 2025Q1: 15,877 shares; 2025Q2: 19,360 shares; 2025Q3: 20,360 shares; 2025Q4: 16,060 shares; 2026Q1: 14,910 shares 14,910 $1.08M 0.04% -1,150 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: 11,609 shares; 2024Q4: 15,951 shares; 2025Q1: 16,808 shares; 2025Q2: 20,100 shares; 2025Q3: 21,093 shares; 2025Q4: 21,593 shares; 2026Q1: 22,116 shares 22,116 $1.08M 0.04% +523 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 11,778 shares; 2025Q1: 11,863 shares; 2025Q2: 12,168 shares; 2025Q3: 12,630 shares; 2025Q4: 11,960 shares; 2026Q1: 11,014 shares 11,014 $1.08M 0.04% -946 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 4,287 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares 4,290 $1.08M 0.04% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,297 shares; 2024Q4: 22,297 shares; 2025Q1: 22,477 shares; 2025Q2: 22,477 shares; 2025Q3: 22,557 shares; 2025Q4: 22,557 shares; 2026Q1: 22,727 shares 22,727 $1.07M 0.04% +170 Timeline AVDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 11,108 shares; 2026Q1: 12,500 shares 12,500 $1.06M 0.04% +1,392 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: 59,115 shares; 2024Q4: 49,187 shares; 2025Q1: 49,396 shares; 2025Q2: 43,198 shares; 2025Q3: 40,454 shares; 2025Q4: 35,537 shares; 2026Q1: 37,659 shares 37,659 $1.06M 0.04% +2,122 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: 6,055 shares; 2024Q4: 6,547 shares; 2025Q1: 7,237 shares; 2025Q2: 7,335 shares; 2025Q3: 7,458 shares; 2025Q4: 7,353 shares; 2026Q1: 7,253 shares 7,253 $1.05M 0.04% -100 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: 8,620 shares; 2024Q4: 8,620 shares; 2025Q1: 8,777 shares; 2025Q2: 8,636 shares; 2025Q3: 8,636 shares; 2025Q4: 8,145 shares; 2026Q1: 8,145 shares 8,145 $1.04M 0.04% 0 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,755 shares; 2025Q4: 29,535 shares; 2026Q1: 39,227 shares 39,227 $1.03M 0.04% +9,692 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,751 shares; 2025Q2: 2,147 shares; 2025Q3: 2,152 shares; 2025Q4: 2,134 shares; 2026Q1: 1,894 shares 1,894 $1.02M 0.04% -240 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,500 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares; 2026Q1: 10,900 shares 10,900 $1.02M 0.04% -275 Timeline IBTK 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: 13,725 shares; 2025Q3: 20,055 shares; 2025Q4: 26,711 shares; 2026Q1: 51,394 shares 51,394 $1.01M 0.04% +24,683 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 7,616 shares; 2025Q1: 6,841 shares; 2025Q2: 9,721 shares; 2025Q3: 8,802 shares; 2025Q4: 9,207 shares; 2026Q1: 9,002 shares 9,002 $994K 0.04% -205 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: 9,962 shares; 2024Q4: 9,862 shares; 2025Q1: 9,862 shares; 2025Q2: 9,862 shares; 2025Q3: 9,609 shares; 2025Q4: 9,329 shares; 2026Q1: 9,938 shares 9,938 $966K 0.04% +609 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,274 shares; 2025Q1: 4,372 shares; 2025Q2: 4,468 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares; 2026Q1: 4,468 shares 4,468 $958K 0.04% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 3,330 shares; 2025Q2: 4,545 shares; 2025Q3: 4,223 shares; 2025Q4: 3,829 shares; 2026Q1: 3,719 shares 3,719 $932K 0.04% -110 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: 521 shares; 2024Q4: 537 shares; 2025Q1: 560 shares; 2025Q2: 570 shares; 2025Q3: 581 shares; 2025Q4: 594 shares; 2026Q1: 621 shares 621 $914K 0.04% +27 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,103 shares; 2025Q1: 30,913 shares; 2025Q2: 29,683 shares; 2025Q3: 25,208 shares; 2025Q4: 22,918 shares; 2026Q1: 16,503 shares 16,503 $907K 0.04% -6,415 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 6,191 shares; 2025Q1: 6,199 shares; 2025Q2: 6,478 shares; 2025Q3: 6,419 shares; 2025Q4: 6,351 shares; 2026Q1: 9,845 shares 9,845 $902K 0.04% +3,494 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares; 2026Q1: 5,798 shares 5,798 $899K 0.04% 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: 42,130 shares; 2024Q4: 24,139 shares; 2025Q1: 25,172 shares; 2025Q2: 21,322 shares; 2025Q3: 21,218 shares; 2025Q4: 22,318 shares; 2026Q1: 20,108 shares 20,108 $887K 0.04% -2,210 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 9,200 shares; 2025Q1: 10,170 shares; 2025Q2: 11,545 shares; 2025Q3: 12,245 shares; 2025Q4: 13,345 shares; 2026Q1: 14,730 shares 14,730 $874K 0.04% +1,385 Timeline FNDA 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: 19,186 shares; 2024Q4: 38,672 shares; 2025Q1: 36,112 shares; 2025Q2: 32,602 shares; 2025Q3: 29,452 shares; 2025Q4: 27,488 shares; 2026Q1: 26,878 shares 26,878 $872K 0.04% -610 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: 7,440 shares; 2024Q4: 7,314 shares; 2025Q1: 7,173 shares; 2025Q2: 7,495 shares; 2025Q3: 15,356 shares; 2025Q4: 15,895 shares; 2026Q1: 17,415 shares 17,415 $870K 0.04% +1,520 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,489 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares; 2025Q3: 5,941 shares; 2025Q4: 5,940 shares; 2026Q1: 5,578 shares 5,578 $867K 0.04% -362 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: 2,327 shares; 2024Q4: 2,362 shares; 2025Q1: 2,317 shares; 2025Q2: 2,460 shares; 2025Q3: 2,515 shares; 2025Q4: 2,545 shares; 2026Q1: 2,641 shares 2,641 $863K 0.04% +96 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,312 shares 8,312 $859K 0.04% new 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: 12,026 shares; 2024Q4: 11,823 shares; 2025Q1: 12,055 shares; 2025Q2: 12,173 shares; 2025Q3: 12,174 shares; 2025Q4: 10,224 shares; 2026Q1: 9,124 shares 9,124 $857K 0.04% -1,100 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 4,463 shares; 2025Q1: 3,113 shares; 2025Q2: 3,223 shares; 2025Q3: 3,086 shares; 2025Q4: 3,125 shares; 2026Q1: 2,914 shares 2,914 $853K 0.03% -211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,995 shares; 2025Q3: 16,865 shares; 2025Q4: 23,470 shares; 2026Q1: 38,935 shares 38,935 $852K 0.03% +15,465 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: 6,371 shares; 2024Q4: 6,321 shares; 2025Q1: 6,271 shares; 2025Q2: 6,271 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares; 2026Q1: 6,271 shares 6,271 $851K 0.03% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,170 shares; 2024Q4: 50,564 shares; 2025Q1: 49,989 shares; 2025Q2: 44,449 shares; 2025Q3: 42,188 shares; 2025Q4: 39,757 shares; 2026Q1: 40,583 shares 40,583 $829K 0.03% +826 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: 1,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,913 shares; 2025Q3: 2,023 shares; 2025Q4: 2,067 shares; 2026Q1: 2,105 shares 2,105 $826K 0.03% +38 Timeline EBND 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: 40,680 shares; 2024Q4: 37,995 shares; 2025Q1: 36,574 shares; 2025Q2: 39,469 shares; 2025Q3: 37,725 shares; 2025Q4: 35,716 shares; 2026Q1: 39,557 shares 39,557 $816K 0.03% +3,841 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: 5,520 shares; 2024Q4: 6,484 shares; 2025Q1: 7,899 shares; 2025Q2: 8,282 shares; 2025Q3: 8,712 shares; 2025Q4: 9,932 shares; 2026Q1: 11,376 shares 11,376 $807K 0.03% +1,444 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly 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: 18,050 shares; 2026Q1: 18,800 shares 18,800 $793K 0.03% +750 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: 5,658 shares; 2024Q4: 6,637 shares; 2025Q1: 6,205 shares; 2025Q2: 5,942 shares; 2025Q3: 5,604 shares; 2025Q4: 5,143 shares; 2026Q1: 6,522 shares 6,522 $791K 0.03% +1,379 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 4,121 shares; 2025Q1: 4,198 shares; 2025Q2: 4,672 shares; 2025Q3: 4,402 shares; 2025Q4: 3,290 shares; 2026Q1: 2,440 shares 2,440 $782K 0.03% -850 Timeline VLUE 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: 4,271 shares; 2024Q4: 4,422 shares; 2025Q1: 4,795 shares; 2025Q2: 4,813 shares; 2025Q3: 4,941 shares; 2025Q4: 5,282 shares; 2026Q1: 5,490 shares 5,490 $781K 0.03% +208 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 5,471 shares; 2025Q4: 9,276 shares; 2026Q1: 11,716 shares 11,716 $770K 0.03% +2,440 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 7,918 shares; 2025Q1: 5,227 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,587 shares; 2026Q1: 4,248 shares 4,248 $764K 0.03% -339 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,010 shares 2,010 $759K 0.03% +10 Timeline DFAS 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: not reported; 2026Q1: 10,663 shares 10,663 $758K 0.03% new 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: 5,945 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,841 shares; 2025Q4: 5,841 shares; 2026Q1: 5,841 shares 5,841 $748K 0.03% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,185 shares; 2025Q2: 7,960 shares; 2025Q3: 9,060 shares; 2025Q4: 9,245 shares; 2026Q1: 9,245 shares 9,245 $748K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,741 shares; 2025Q1: 5,831 shares; 2025Q2: 6,104 shares; 2025Q3: 6,544 shares; 2025Q4: 6,755 shares; 2026Q1: 6,730 shares 6,730 $746K 0.03% -25 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,799 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,748 shares 1,748 $744K 0.03% -54 Timeline IBTL 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: 12,665 shares; 2025Q3: 21,495 shares; 2025Q4: 21,495 shares; 2026Q1: 36,310 shares 36,310 $741K 0.03% +14,815 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 4,310 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 4,510 shares; 2026Q1: 4,250 shares 4,250 $740K 0.03% -260 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 7,432 shares; 2025Q1: 8,231 shares; 2025Q2: 8,745 shares; 2025Q3: 8,790 shares; 2025Q4: 8,779 shares; 2026Q1: 9,539 shares 9,539 $736K 0.03% +760 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,300 shares; 2025Q3: 8,680 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares 9,730 $734K 0.03% 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: 5,319 shares; 2024Q4: 5,374 shares; 2025Q1: 6,839 shares; 2025Q2: 6,099 shares; 2025Q3: 5,299 shares; 2025Q4: 4,884 shares; 2026Q1: 6,628 shares 6,628 $732K 0.03% +1,744 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,736 shares 3,736 $732K 0.03% -84 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,756 shares; 2024Q4: 39,556 shares; 2025Q1: 39,233 shares; 2025Q2: 39,068 shares; 2025Q3: 33,511 shares; 2025Q4: 30,377 shares; 2026Q1: 29,897 shares 29,897 $730K 0.03% -480 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 5,778 shares; 2025Q1: 6,289 shares; 2025Q2: 11,294 shares; 2025Q3: 11,294 shares; 2025Q4: 11,289 shares; 2026Q1: 11,089 shares 11,089 $724K 0.03% -200 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 11,409 shares; 2025Q1: 14,524 shares; 2025Q2: 14,842 shares; 2025Q3: 15,970 shares; 2025Q4: 16,812 shares; 2026Q1: 19,817 shares 19,817 $723K 0.03% +3,005 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $722K 0.03% 0 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 PAVE 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: 9,971 shares; 2025Q4: 10,804 shares; 2026Q1: 14,114 shares 14,114 $717K 0.03% +3,310 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: 1,847 shares; 2024Q4: 4,176 shares; 2025Q1: 4,393 shares; 2025Q2: 5,693 shares; 2025Q3: 4,189 shares; 2025Q4: 4,233 shares; 2026Q1: 4,460 shares 4,460 $715K 0.03% +227 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares; 2026Q1: 15,288 shares 15,288 $711K 0.03% +8,815 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: 5,248 shares; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 3,850 shares; 2025Q4: 4,276 shares; 2026Q1: 4,526 shares 4,526 $685K 0.03% +250 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: 622 shares; 2024Q4: 658 shares; 2025Q1: 668 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 6,598 shares; 2026Q1: 7,078 shares 7,078 $681K 0.03% +480 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares 1,241 $674K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 12,548 shares; 2025Q1: 9,264 shares; 2025Q2: 8,217 shares; 2025Q3: 4,117 shares; 2025Q4: 3,957 shares; 2026Q1: 3,546 shares 3,546 $674K 0.03% -411 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,449 shares; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,547 shares 1,547 $673K 0.03% +24 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 9,351 shares; 2025Q1: 9,333 shares; 2025Q2: 8,812 shares; 2025Q3: 7,399 shares; 2025Q4: 6,490 shares; 2026Q1: 6,464 shares 6,464 $670K 0.03% -26 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,999 shares; 2024Q4: 15,970 shares; 2025Q1: 15,972 shares; 2025Q2: 17,654 shares; 2025Q3: 16,249 shares; 2025Q4: 15,860 shares; 2026Q1: 13,803 shares 13,803 $663K 0.03% -2,057 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 10,174 shares; 2025Q1: 9,607 shares; 2025Q2: 9,513 shares; 2025Q3: 9,389 shares; 2025Q4: 8,287 shares; 2026Q1: 8,265 shares 8,265 $662K 0.03% -22 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: 2,575 shares; 2025Q1: 4,645 shares; 2025Q2: 4,985 shares; 2025Q3: 4,290 shares; 2025Q4: 4,390 shares; 2026Q1: 5,555 shares 5,555 $658K 0.03% +1,165 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 4,150 shares; 2025Q1: 4,354 shares; 2025Q2: 4,754 shares; 2025Q3: 4,954 shares; 2025Q4: 4,854 shares; 2026Q1: 4,454 shares 4,454 $651K 0.03% -400 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: 3,379 shares; 2024Q4: 3,382 shares; 2025Q1: 3,317 shares; 2025Q2: 3,316 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,024 shares 3,024 $646K 0.03% -193 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: 19,211 shares; 2024Q4: 18,011 shares; 2025Q1: 16,400 shares; 2025Q2: 15,460 shares; 2025Q3: 12,872 shares; 2025Q4: 12,763 shares; 2026Q1: 12,291 shares 12,291 $646K 0.03% -472 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,084 shares; 2025Q2: 2,101 shares; 2025Q3: 2,117 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares 2,062 $644K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,860 shares; 2025Q3: 17,725 shares; 2025Q4: 19,615 shares; 2026Q1: 30,585 shares 30,585 $640K 0.03% +10,970 Timeline IBMS 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: 20,105 shares; 2025Q3: 29,115 shares; 2025Q4: 23,390 shares; 2026Q1: 24,725 shares 24,725 $639K 0.03% +1,335 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: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,670 shares; 2025Q2: 2,741 shares; 2025Q3: 2,697 shares; 2025Q4: 2,689 shares; 2026Q1: 3,059 shares 3,059 $637K 0.03% +370 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: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares 2,386 $636K 0.03% 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: 5,105 shares; 2024Q4: 5,331 shares; 2025Q1: 5,410 shares; 2025Q2: 5,513 shares; 2025Q3: 6,848 shares; 2025Q4: 7,047 shares; 2026Q1: 7,242 shares 7,242 $633K 0.03% +195 Timeline IBMT 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: 17,890 shares; 2025Q3: 29,575 shares; 2025Q4: 23,785 shares; 2026Q1: 24,395 shares 24,395 $626K 0.03% +610 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: 2,936 shares; 2024Q4: 2,430 shares; 2025Q1: 3,508 shares; 2025Q2: 3,266 shares; 2025Q3: 3,204 shares; 2025Q4: 2,993 shares; 2026Q1: 2,761 shares 2,761 $620K 0.03% -232 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: 21,437 shares; 2024Q4: 21,437 shares; 2025Q1: 21,709 shares; 2025Q2: 19,609 shares; 2025Q3: 16,803 shares; 2025Q4: 16,803 shares; 2026Q1: 16,651 shares 16,651 $620K 0.03% -152 Timeline DGS 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: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 10,910 shares; 2025Q2: 10,565 shares; 2025Q3: 10,245 shares; 2025Q4: 10,065 shares; 2026Q1: 10,300 shares 10,300 $619K 0.03% +235 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,363 shares; 2025Q1: 5,390 shares; 2025Q2: 5,365 shares; 2025Q3: 5,416 shares; 2025Q4: 5,031 shares; 2026Q1: 5,081 shares 5,081 $614K 0.03% +50 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: 10,599 shares; 2024Q4: 10,082 shares; 2025Q1: 9,952 shares; 2025Q2: 8,839 shares; 2025Q3: 4,140 shares; 2025Q4: 3,695 shares; 2026Q1: 3,073 shares 3,073 $609K 0.02% -622 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,334 shares; 2026Q1: 7,918 shares 7,918 $603K 0.02% +584 Timeline XLI 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: 1,715 shares; 2025Q2: 2,532 shares; 2025Q3: 2,794 shares; 2025Q4: 3,299 shares; 2026Q1: 3,720 shares 3,720 $602K 0.02% +421 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,784 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,976 shares 1,976 $597K 0.02% +79 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 5,356 shares; 2025Q1: 5,612 shares; 2025Q2: 5,970 shares; 2025Q3: 7,747 shares; 2025Q4: 8,282 shares; 2026Q1: 6,447 shares 6,447 $594K 0.02% -1,835 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,463 shares; 2025Q1: 6,222 shares; 2025Q2: 6,472 shares; 2025Q3: 6,472 shares; 2025Q4: 7,222 shares; 2026Q1: 7,222 shares 7,222 $589K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 3,000 shares 3,000 $586K 0.02% +200 Timeline MOO 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: 10,158 shares; 2024Q4: 8,322 shares; 2025Q1: 7,179 shares; 2025Q2: 7,167 shares; 2025Q3: 6,848 shares; 2025Q4: 6,868 shares; 2026Q1: 6,921 shares 6,921 $585K 0.02% +53 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,204 shares; 2024Q4: 28,204 shares; 2025Q1: 30,351 shares; 2025Q2: 30,351 shares; 2025Q3: 29,234 shares; 2025Q4: 29,830 shares; 2026Q1: 28,261 shares 28,261 $583K 0.02% -1,569 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly 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: 3,916 shares; 2025Q4: 5,349 shares; 2026Q1: 5,420 shares 5,420 $582K 0.02% +71 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,113 shares; 2025Q1: 4,096 shares; 2025Q2: 4,069 shares; 2025Q3: 4,069 shares; 2025Q4: 3,972 shares; 2026Q1: 3,972 shares 3,972 $577K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,764 shares; 2024Q4: 20,650 shares; 2025Q1: 20,169 shares; 2025Q2: 18,838 shares; 2025Q3: 12,991 shares; 2025Q4: 11,884 shares; 2026Q1: 12,487 shares 12,487 $574K 0.02% +603 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,296 shares; 2025Q1: 2,272 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,172 shares; 2026Q1: 1,947 shares 1,947 $568K 0.02% -225 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly 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: 10,297 shares; 2026Q1: 10,847 shares 10,847 $564K 0.02% +550 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,073 shares 10,073 $563K 0.02% +73 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,229 shares; 2024Q4: 25,229 shares; 2025Q1: 28,743 shares; 2025Q2: 28,745 shares; 2025Q3: 28,775 shares; 2025Q4: 27,550 shares; 2026Q1: 29,062 shares 29,062 $561K 0.02% +1,512 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: 457 shares; 2024Q4: 497 shares; 2025Q1: 515 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 685 shares; 2026Q1: 763 shares 763 $556K 0.02% +78 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $556K 0.02% new Timeline IBTM 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: 23,870 shares 23,870 $547K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 3,364 shares; 2025Q1: 3,382 shares; 2025Q2: 3,211 shares; 2025Q3: 2,612 shares; 2025Q4: 2,502 shares; 2026Q1: 2,004 shares 2,004 $546K 0.02% -498 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: 4,811 shares; 2024Q4: 3,783 shares; 2025Q1: 4,585 shares; 2025Q2: 5,207 shares; 2025Q3: 4,769 shares; 2025Q4: 9,490 shares; 2026Q1: 8,900 shares 8,900 $545K 0.02% -590 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,992 shares; 2024Q4: 21,517 shares; 2025Q1: 21,517 shares; 2025Q2: 20,767 shares; 2025Q3: 10,767 shares; 2025Q4: 10,763 shares; 2026Q1: 10,763 shares 10,763 $542K 0.02% 0 Timeline SR SPIRE INC More: the full row for SPIRE 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: 5,510 shares; 2026Q1: 5,910 shares 5,910 $540K 0.02% +400 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: 2,844 shares; 2024Q4: 2,888 shares; 2025Q1: 2,403 shares; 2025Q2: 2,313 shares; 2025Q3: 2,308 shares; 2025Q4: 4,616 shares; 2026Q1: 4,061 shares 4,061 $540K 0.02% -555 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,085 shares; 2025Q2: 4,085 shares; 2025Q3: 10,662 shares; 2025Q4: 14,082 shares; 2026Q1: 21,272 shares 21,272 $529K 0.02% +7,190 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 7,439 shares; 2025Q1: 7,131 shares; 2025Q2: 7,131 shares; 2025Q3: 7,131 shares; 2025Q4: 7,131 shares; 2026Q1: 7,131 shares 7,131 $526K 0.02% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,026 shares 3,026 $522K 0.02% +8 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $521K 0.02% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 8,418 shares; 2025Q1: 9,918 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares; 2026Q1: 10,355 shares 10,355 $516K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,425 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 2,629 shares 2,629 $515K 0.02% +6 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $514K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 722 shares; 2025Q2: 670 shares; 2025Q3: 666 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $504K 0.02% 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: 27,563 shares; 2024Q4: 23,279 shares; 2025Q1: 20,105 shares; 2025Q2: 18,687 shares; 2025Q3: 17,483 shares; 2025Q4: 16,671 shares; 2026Q1: 17,480 shares 17,480 $502K 0.02% +809 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,790 shares; 2025Q2: 28,165 shares; 2025Q3: 28,215 shares; 2025Q4: 31,215 shares; 2026Q1: 34,888 shares 34,888 $501K 0.02% +3,673 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: 3,785 shares; 2025Q3: 3,777 shares; 2025Q4: 3,892 shares; 2026Q1: 4,074 shares 4,074 $500K 0.02% +182 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,133 shares; 2025Q1: 2,100 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,208 shares 2,208 $496K 0.02% +105 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares 1,248 $495K 0.02% new 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: 11,022 shares; 2024Q4: 11,602 shares; 2025Q1: 10,890 shares; 2025Q2: 10,804 shares; 2025Q3: 10,715 shares; 2025Q4: 9,635 shares; 2026Q1: 8,479 shares 8,479 $493K 0.02% -1,156 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 16,685 shares; 2026Q1: 33,920 shares 33,920 $490K 0.02% +17,235 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: 4,553 shares; 2026Q1: 4,231 shares 4,231 $488K 0.02% -322 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: 9,963 shares; 2024Q4: 7,700 shares; 2025Q1: 7,327 shares; 2025Q2: 7,887 shares; 2025Q3: 7,889 shares; 2025Q4: 6,860 shares; 2026Q1: 6,717 shares 6,717 $482K 0.02% -143 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 143 shares; 2025Q3: 329 shares; 2025Q4: 212 shares; 2026Q1: 276 shares 276 $477K 0.02% +64 Timeline SMLF 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: 3,020 shares; 2024Q4: 3,230 shares; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 5,087 shares; 2025Q4: 6,587 shares; 2026Q1: 6,287 shares 6,287 $475K 0.02% -300 Timeline VAW 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: 2,595 shares; 2024Q4: 2,089 shares; 2025Q1: 2,071 shares; 2025Q2: 2,081 shares; 2025Q3: 1,981 shares; 2025Q4: 1,991 shares; 2026Q1: 2,098 shares 2,098 $473K 0.02% +107 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,579 shares; 2025Q2: 10,362 shares; 2025Q3: 11,482 shares; 2025Q4: 12,707 shares; 2026Q1: 13,812 shares 13,812 $472K 0.02% +1,105 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 6,197 shares; 2025Q1: 6,851 shares; 2025Q2: 5,277 shares; 2025Q3: 5,277 shares; 2025Q4: 5,277 shares; 2026Q1: 5,813 shares 5,813 $471K 0.02% +536 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: 18,509 shares; 2025Q3: 19,617 shares; 2025Q4: 36,617 shares; 2026Q1: 41,517 shares 41,517 $468K 0.02% +4,900 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: 2,622 shares; 2024Q4: 2,601 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,594 shares; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares 2,576 $467K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 2,115 shares; 2025Q4: 3,087 shares; 2026Q1: 2,837 shares 2,837 $466K 0.02% -250 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares; 2026Q1: 5,021 shares 5,021 $463K 0.02% 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: 2,585 shares; 2024Q4: 3,160 shares; 2025Q1: 3,804 shares; 2025Q2: 4,045 shares; 2025Q3: 4,062 shares; 2025Q4: 3,538 shares; 2026Q1: 3,506 shares 3,506 $460K 0.02% -32 Timeline IYR 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: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares 4,845 $458K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,105 shares 18,105 $458K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,607 shares; 2025Q1: 4,543 shares; 2025Q2: 4,982 shares; 2025Q3: 5,004 shares; 2025Q4: 5,005 shares; 2026Q1: 2,606 shares 2,606 $452K 0.02% -2,399 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: 6,167 shares; 2024Q4: 6,244 shares; 2025Q1: 6,239 shares; 2025Q2: 6,241 shares; 2025Q3: 4,793 shares; 2025Q4: 5,046 shares; 2026Q1: 4,941 shares 4,941 $450K 0.02% -105 Timeline IYY 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: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares; 2026Q1: 2,818 shares 2,818 $447K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $446K 0.02% 0 Timeline LEMB 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: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 7,053 shares; 2025Q2: 7,137 shares; 2025Q3: 7,232 shares; 2025Q4: 7,526 shares; 2026Q1: 10,923 shares 10,923 $446K 0.02% +3,397 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: 4,716 shares; 2024Q4: 4,862 shares; 2025Q1: 4,863 shares; 2025Q2: 4,864 shares; 2025Q3: 5,225 shares; 2025Q4: 6,119 shares; 2026Q1: 6,120 shares 6,120 $445K 0.02% +1 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: 3,431 shares; 2024Q4: 3,834 shares; 2025Q1: 3,838 shares; 2025Q2: 4,085 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,785 shares 2,785 $445K 0.02% +177 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,498 shares; 2025Q1: 10,498 shares; 2025Q2: 10,450 shares; 2025Q3: 9,888 shares; 2025Q4: 9,899 shares; 2026Q1: 9,899 shares 9,899 $440K 0.02% 0 Timeline METV LISTED FDS TR More: the full row for LISTED FDS 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: 144,700 shares; 2025Q3: 195,568 shares; 2025Q4: 43,711 shares; 2026Q1: 27,391 shares 27,391 $436K 0.02% -16,320 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: 5,035 shares; 2024Q4: 5,861 shares; 2025Q1: 6,061 shares; 2025Q2: 6,061 shares; 2025Q3: 6,061 shares; 2025Q4: 6,061 shares; 2026Q1: 6,061 shares 6,061 $435K 0.02% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,614 shares; 2025Q2: 16,138 shares; 2025Q3: 16,137 shares; 2025Q4: 16,137 shares; 2026Q1: 16,637 shares 16,637 $434K 0.02% +500 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: 2,231 shares; 2024Q4: 2,263 shares; 2025Q1: 1,847 shares; 2025Q2: 1,852 shares; 2025Q3: 1,907 shares; 2025Q4: 2,187 shares; 2026Q1: 2,167 shares 2,167 $431K 0.02% -20 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,126 shares; 2025Q1: 1,139 shares; 2025Q2: 1,163 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,182 shares 1,182 $429K 0.02% +44 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: 685 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 798 shares 798 $429K 0.02% +80 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 25,207 shares; 2025Q1: 21,228 shares; 2025Q2: 21,264 shares; 2025Q3: 19,779 shares; 2025Q4: 15,095 shares; 2026Q1: 9,491 shares 9,491 $429K 0.02% -5,604 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 9,219 shares; 2025Q1: 9,729 shares; 2025Q2: 10,768 shares; 2025Q3: 10,558 shares; 2025Q4: 10,558 shares; 2026Q1: 15,865 shares 15,865 $427K 0.02% +5,307 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,837 shares; 2025Q1: 1,863 shares; 2025Q2: 1,893 shares; 2025Q3: 2,246 shares; 2025Q4: 2,247 shares; 2026Q1: 2,047 shares 2,047 $427K 0.02% -200 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 9,759 shares; 2025Q1: 9,799 shares; 2025Q2: 9,595 shares; 2025Q3: 7,507 shares; 2025Q4: 7,341 shares; 2026Q1: 6,823 shares 6,823 $422K 0.02% -518 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: 9,608 shares; 2024Q4: 9,856 shares; 2025Q1: 8,682 shares; 2025Q2: 10,786 shares; 2025Q3: 10,149 shares; 2025Q4: 10,579 shares; 2026Q1: 8,982 shares 8,982 $421K 0.02% -1,597 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: 1,328 shares; 2024Q4: 1,250 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,141 shares; 2025Q4: 1,077 shares; 2026Q1: 971 shares 971 $420K 0.02% -106 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: 5,166 shares; 2024Q4: 5,667 shares; 2025Q1: 5,926 shares; 2025Q2: 5,634 shares; 2025Q3: 5,636 shares; 2025Q4: 5,987 shares; 2026Q1: 5,859 shares 5,859 $418K 0.02% -128 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares 2,166 $415K 0.02% 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: 2,513 shares; 2025Q4: 2,577 shares; 2026Q1: 3,260 shares 3,260 $413K 0.02% +683 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,400 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $409K 0.02% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 11,864 shares; 2025Q1: 9,680 shares; 2025Q2: 9,330 shares; 2025Q3: 9,794 shares; 2025Q4: 9,094 shares; 2026Q1: 8,069 shares 8,069 $407K 0.02% -1,025 Timeline FN FABRINET More: the full row for FABRINET Quarterly 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: 583 shares; 2025Q4: 648 shares; 2026Q1: 769 shares 769 $401K 0.02% +121 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,245 shares; 2025Q1: 9,170 shares; 2025Q2: 8,513 shares; 2025Q3: 8,346 shares; 2025Q4: 8,394 shares; 2026Q1: 7,863 shares 7,863 $398K 0.02% -531 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 844 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893 $397K 0.02% 0 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: 1,560 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 8,030 shares; 2025Q4: 8,781 shares; 2026Q1: 8,708 shares 8,708 $394K 0.02% -73 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,812 shares; 2026Q1: 13,562 shares 13,562 $388K 0.02% -250 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,745 shares; 2025Q4: 3,391 shares; 2026Q1: 4,121 shares 4,121 $384K 0.02% +730 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,870 shares; 2025Q1: 4,136 shares; 2025Q2: 3,243 shares; 2025Q3: 3,103 shares; 2025Q4: 2,437 shares; 2026Q1: 2,728 shares 2,728 $380K 0.02% +291 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: 27,519 shares; 2024Q4: 11,128 shares; 2025Q1: 11,215 shares; 2025Q2: 9,432 shares; 2025Q3: 8,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares 6,432 $377K 0.02% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 537 shares; 2025Q4: 549 shares; 2026Q1: 628 shares 628 $372K 0.02% +79 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,946 shares; 2025Q1: 10,985 shares; 2025Q2: 10,974 shares; 2025Q3: 9,963 shares; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares 8,079 $370K 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: 1,818 shares; 2024Q4: 2,468 shares; 2025Q1: 2,894 shares; 2025Q2: 2,287 shares; 2025Q3: 2,201 shares; 2025Q4: 2,340 shares; 2026Q1: 1,965 shares 1,965 $367K 0.02% -375 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,076 shares; 2024Q4: 10,828 shares; 2025Q1: 9,892 shares; 2025Q2: 34,517 shares; 2025Q3: 98,659 shares; 2025Q4: 116,102 shares; 2026Q1: 7,211 shares 7,211 $365K 0.01% -108,891 Timeline VYMI 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: 3,049 shares; 2024Q4: 2,964 shares; 2025Q1: 2,854 shares; 2025Q2: 2,904 shares; 2025Q3: 3,044 shares; 2025Q4: 3,104 shares; 2026Q1: 3,839 shares 3,839 $362K 0.01% +735 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,635 shares 13,635 $362K 0.01% new Timeline AIQ 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: 5,264 shares; 2025Q4: 6,979 shares; 2026Q1: 7,747 shares 7,747 $362K 0.01% +768 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: 3,714 shares; 2024Q4: 3,663 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares 3,523 $360K 0.01% 0 Timeline SPGP 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: 8,295 shares; 2024Q4: 7,970 shares; 2025Q1: 7,900 shares; 2025Q2: 4,495 shares; 2025Q3: 3,795 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $360K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $358K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 4,088 shares; 2025Q3: 4,088 shares; 2025Q4: 4,088 shares; 2026Q1: 4,088 shares 4,088 $356K 0.01% 0 Timeline SCHK 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: 6,970 shares; 2024Q4: 13,740 shares; 2025Q1: 13,495 shares; 2025Q2: 13,445 shares; 2025Q3: 13,245 shares; 2025Q4: 11,325 shares; 2026Q1: 11,325 shares 11,325 $355K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 6,001 shares; 2025Q1: 6,200 shares; 2025Q2: 10,374 shares; 2025Q3: 11,108 shares; 2025Q4: 8,998 shares; 2026Q1: 9,169 shares 9,169 $352K 0.01% +171 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,715 shares 1,715 $348K 0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares 2,776 $347K 0.01% 0 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: 1,942 shares; 2024Q4: 1,660 shares; 2025Q1: 1,682 shares; 2025Q2: 1,722 shares; 2025Q3: 1,639 shares; 2025Q4: 1,524 shares; 2026Q1: 1,752 shares 1,752 $347K 0.01% +228 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly 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: 8,500 shares; 2025Q4: not reported; 2026Q1: 11,800 shares 11,800 $347K 0.01% new 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: 2,597 shares; 2025Q3: 2,617 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $345K 0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 10,236 shares; 2025Q1: 10,236 shares; 2025Q2: 10,236 shares; 2025Q3: 10,236 shares; 2025Q4: 10,236 shares; 2026Q1: 10,236 shares 10,236 $345K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares 1,887 $344K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,435 shares; 2024Q4: 37,946 shares; 2025Q1: 34,065 shares; 2025Q2: 27,819 shares; 2025Q3: 24,605 shares; 2025Q4: 21,805 shares; 2026Q1: 14,989 shares 14,989 $343K 0.01% -6,816 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $339K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 4,030 shares; 2026Q1: 4,048 shares 4,048 $335K 0.01% +18 Timeline JBL JABIL INC More: the full row for JABIL 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: 936 shares; 2025Q4: 1,242 shares; 2026Q1: 1,254 shares 1,254 $333K 0.01% +12 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 2,500 shares; 2025Q1: 2,208 shares; 2025Q2: 2,122 shares; 2025Q3: 2,076 shares; 2025Q4: 1,737 shares; 2026Q1: 1,668 shares 1,668 $331K 0.01% -69 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares 1,659 $328K 0.01% 0 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 3,645 shares; 2025Q3: 3,350 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares 3,545 $327K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 5,487 shares; 2025Q1: 5,685 shares; 2025Q2: 5,685 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares; 2026Q1: 3,333 shares 3,333 $324K 0.01% -30 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,874 shares; 2025Q4: 2,674 shares; 2026Q1: 2,724 shares 2,724 $323K 0.01% +50 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,434 shares; 2026Q1: 3,434 shares 3,434 $321K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI 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: 2,200 shares; 2026Q1: 2,200 shares 2,200 $320K 0.01% 0 Timeline