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: restricted; 2024Q4: 299,960 shares; 2025Q1: 324,801 shares; 2025Q2: 329,277 shares; 2025Q3: 329,338 shares; 2025Q4: 333,049 shares; 2026Q1: 330,547 shares 330,547 $216M 13.35% -2,502 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: restricted; 2024Q4: 513,619 shares; 2025Q1: 547,403 shares; 2025Q2: 519,823 shares; 2025Q3: 506,562 shares; 2025Q4: 494,894 shares; 2026Q1: 487,405 shares 487,405 $156M 9.66% -7,489 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: restricted; 2024Q4: 1,043,812 shares; 2025Q1: 1,043,748 shares; 2025Q2: 1,100,230 shares; 2025Q3: 1,137,360 shares; 2025Q4: 1,144,197 shares; 2026Q1: 1,122,493 shares 1,122,493 $71.9M 4.45% -21,704 Timeline SPTM 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: restricted; 2024Q4: 891,773 shares; 2025Q1: 1,241,864 shares; 2025Q2: 1,108,787 shares; 2025Q3: 897,926 shares; 2025Q4: 892,767 shares; 2026Q1: 885,980 shares 885,980 $70M 4.33% -6,787 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: restricted; 2024Q4: 192,391 shares; 2025Q1: 187,738 shares; 2025Q2: 181,637 shares; 2025Q3: 195,639 shares; 2025Q4: 192,654 shares; 2026Q1: 189,739 shares 189,739 $48.2M 2.98% -2,915 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293,360 shares; 2025Q1: 279,686 shares; 2025Q2: 272,379 shares; 2025Q3: 267,089 shares; 2025Q4: 261,062 shares; 2026Q1: 252,265 shares 252,265 $44M 2.72% -8,797 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: restricted; 2024Q4: 308,235 shares; 2025Q1: 239,534 shares; 2025Q2: 180,443 shares; 2025Q3: 173,292 shares; 2025Q4: 173,257 shares; 2026Q1: 168,416 shares 168,416 $34.7M 2.14% -4,841 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: restricted; 2024Q4: 133,556 shares; 2025Q1: 126,259 shares; 2025Q2: 123,892 shares; 2025Q3: 124,430 shares; 2025Q4: 120,813 shares; 2026Q1: 117,249 shares 117,249 $33.7M 2.08% -3,564 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: restricted; 2024Q4: 1,470,532 shares; 2025Q1: 1,172,753 shares; 2025Q2: 1,374,564 shares; 2025Q3: 1,339,147 shares; 2025Q4: 1,332,535 shares; 2026Q1: 1,282,088 shares 1,282,088 $32.2M 1.99% -50,447 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: restricted; 2024Q4: 98,687 shares; 2025Q1: 91,423 shares; 2025Q2: 90,337 shares; 2025Q3: 93,682 shares; 2025Q4: 90,793 shares; 2026Q1: 91,698 shares 91,698 $28.4M 1.75% +905 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: restricted; 2024Q4: 9,223 shares; 2025Q1: 45,583 shares; 2025Q2: 44,026 shares; 2025Q3: 371,847 shares; 2025Q4: 365,993 shares; 2026Q1: 371,006 shares 371,006 $27.3M 1.69% +5,013 Timeline BOND 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: restricted; 2024Q4: 231,669 shares; 2025Q1: 244,720 shares; 2025Q2: 216,419 shares; 2025Q3: 238,916 shares; 2025Q4: 294,263 shares; 2026Q1: 293,994 shares 293,994 $27.1M 1.68% -269 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: restricted; 2024Q4: 75,174 shares; 2025Q1: 72,774 shares; 2025Q2: 69,211 shares; 2025Q3: 70,940 shares; 2025Q4: 72,271 shares; 2026Q1: 71,476 shares 71,476 $26.5M 1.64% -795 Timeline JMBS 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: restricted; 2024Q4: 493,085 shares; 2025Q1: 489,196 shares; 2025Q2: 472,534 shares; 2025Q3: 475,162 shares; 2025Q4: 544,963 shares; 2026Q1: 575,274 shares 575,274 $26M 1.61% +30,311 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: restricted; 2024Q4: 360,964 shares; 2025Q1: 372,828 shares; 2025Q2: 422,246 shares; 2025Q3: 428,316 shares; 2025Q4: 445,734 shares; 2026Q1: 459,611 shares 459,611 $24.8M 1.54% +13,877 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: restricted; 2024Q4: 72,206 shares; 2025Q1: 67,182 shares; 2025Q2: 64,830 shares; 2025Q3: 74,529 shares; 2025Q4: 77,762 shares; 2026Q1: 76,373 shares 76,373 $22.5M 1.39% -1,389 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: restricted; 2024Q4: 352,404 shares; 2025Q1: 377,729 shares; 2025Q2: 374,210 shares; 2025Q3: 299,285 shares; 2025Q4: 297,556 shares; 2026Q1: 290,999 shares 290,999 $22.4M 1.39% -6,557 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: restricted; 2024Q4: 307,615 shares; 2025Q1: 292,027 shares; 2025Q2: 268,186 shares; 2025Q3: 290,583 shares; 2025Q4: 246,574 shares; 2026Q1: 215,767 shares 215,767 $21.4M 1.32% -30,807 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: restricted; 2024Q4: 104,557 shares; 2025Q1: 99,844 shares; 2025Q2: 98,165 shares; 2025Q3: 98,580 shares; 2025Q4: 97,601 shares; 2026Q1: 95,383 shares 95,383 $19.9M 1.23% -2,218 Timeline ACWX 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: restricted; 2024Q4: 293,237 shares; 2025Q1: 282,669 shares; 2025Q2: 260,979 shares; 2025Q3: 247,492 shares; 2025Q4: 246,493 shares; 2026Q1: 231,222 shares 231,222 $15.8M 0.98% -15,271 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: restricted; 2024Q4: 9,616 shares; 2025Q1: 10,257 shares; 2025Q2: 10,769 shares; 2025Q3: 11,204 shares; 2025Q4: 10,827 shares; 2026Q1: 14,367 shares 14,367 $13.2M 0.82% +3,540 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: restricted; 2024Q4: 127,329 shares; 2025Q1: 113,088 shares; 2025Q2: 112,343 shares; 2025Q3: 118,032 shares; 2025Q4: 113,330 shares; 2026Q1: 101,122 shares 101,122 $12.6M 0.78% -12,208 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: restricted; 2024Q4: 22,852 shares; 2025Q1: 20,558 shares; 2025Q2: 21,537 shares; 2025Q3: 21,512 shares; 2025Q4: 22,576 shares; 2026Q1: 21,550 shares 21,550 $12.3M 0.76% -1,026 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: restricted; 2024Q4: 452,318 shares; 2025Q1: 479,088 shares; 2025Q2: 488,906 shares; 2025Q3: 504,836 shares; 2025Q4: 548,297 shares; 2026Q1: 548,089 shares 548,089 $12.2M 0.75% -208 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: restricted; 2024Q4: 715,549 shares; 2025Q1: 786,558 shares; 2025Q2: 750,231 shares; 2025Q3: 767,924 shares; 2025Q4: 700,124 shares; 2026Q1: 619,032 shares 619,032 $12.1M 0.75% -81,092 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: restricted; 2024Q4: 340,521 shares; 2025Q1: 398,735 shares; 2025Q2: 413,863 shares; 2025Q3: 432,974 shares; 2025Q4: 524,366 shares; 2026Q1: 537,250 shares 537,250 $11.7M 0.73% +12,884 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: restricted; 2024Q4: 20,159 shares; 2025Q1: 20,457 shares; 2025Q2: 18,683 shares; 2025Q3: 18,422 shares; 2025Q4: 19,145 shares; 2026Q1: 19,092 shares 19,092 $11.4M 0.71% -53 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: restricted; 2024Q4: 113,975 shares; 2025Q1: 111,067 shares; 2025Q2: 126,776 shares; 2025Q3: 129,576 shares; 2025Q4: 135,193 shares; 2026Q1: 142,110 shares 142,110 $11.3M 0.7% +6,917 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: restricted; 2024Q4: 424,208 shares; 2025Q1: 511,963 shares; 2025Q2: 514,453 shares; 2025Q3: 534,425 shares; 2025Q4: 582,854 shares; 2026Q1: 545,529 shares 545,529 $10.8M 0.66% -37,325 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: restricted; 2024Q4: 53,782 shares; 2025Q1: 49,212 shares; 2025Q2: 47,370 shares; 2025Q3: 46,713 shares; 2025Q4: 46,291 shares; 2026Q1: 42,924 shares 42,924 $10.4M 0.64% -3,367 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: restricted; 2024Q4: 21,415 shares; 2025Q1: 19,858 shares; 2025Q2: 19,705 shares; 2025Q3: 19,432 shares; 2025Q4: 19,318 shares; 2026Q1: 19,511 shares 19,511 $9.75M 0.6% +193 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: restricted; 2024Q4: 15,518 shares; 2025Q1: 13,917 shares; 2025Q2: 13,585 shares; 2025Q3: 13,000 shares; 2025Q4: 11,745 shares; 2026Q1: 11,116 shares 11,116 $9.62M 0.59% -629 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,347 shares; 2026Q1: 86,343 shares 86,343 $9.41M 0.58% +20,996 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: restricted; 2024Q4: 106,486 shares; 2025Q1: 107,944 shares; 2025Q2: 125,349 shares; 2025Q3: 120,021 shares; 2025Q4: 117,701 shares; 2026Q1: 112,561 shares 112,561 $9.41M 0.58% -5,140 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: restricted; 2024Q4: 106,155 shares; 2025Q1: 103,405 shares; 2025Q2: 93,424 shares; 2025Q3: 93,209 shares; 2025Q4: 436,152 shares; 2026Q1: 475,122 shares 475,122 $9.32M 0.58% +38,970 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: restricted; 2024Q4: 313,763 shares; 2025Q1: 292,184 shares; 2025Q2: 358,776 shares; 2025Q3: 345,197 shares; 2025Q4: 352,523 shares; 2026Q1: 361,265 shares 361,265 $9.26M 0.57% +8,742 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: restricted; 2024Q4: 140,632 shares; 2025Q1: 132,247 shares; 2025Q2: 126,418 shares; 2025Q3: 124,786 shares; 2025Q4: 124,732 shares; 2026Q1: 122,459 shares 122,459 $9.21M 0.57% -2,273 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: restricted; 2024Q4: 10,863 shares; 2025Q1: 11,091 shares; 2025Q2: 11,623 shares; 2025Q3: 11,286 shares; 2025Q4: 10,964 shares; 2026Q1: 10,873 shares 10,873 $9.2M 0.57% -91 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: restricted; 2024Q4: 39,173 shares; 2025Q1: 40,518 shares; 2025Q2: 41,568 shares; 2025Q3: 41,954 shares; 2025Q4: 39,740 shares; 2026Q1: 36,349 shares 36,349 $8.89M 0.55% -3,391 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: restricted; 2024Q4: 693,994 shares; 2025Q1: 359,833 shares; 2025Q2: 356,940 shares; 2025Q3: 352,686 shares; 2025Q4: 357,653 shares; 2026Q1: 355,484 shares 355,484 $8.8M 0.54% -2,169 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374,400 shares; 2026Q1: 428,215 shares 428,215 $8.74M 0.54% +53,815 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: restricted; 2024Q4: 8,451 shares; 2025Q1: 7,908 shares; 2025Q2: 8,003 shares; 2025Q3: 9,121 shares; 2025Q4: 8,992 shares; 2026Q1: 8,655 shares 8,655 $8.62M 0.53% -337 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: restricted; 2024Q4: 48,272 shares; 2025Q1: 48,881 shares; 2025Q2: 47,876 shares; 2025Q3: 48,115 shares; 2025Q4: 48,086 shares; 2026Q1: 41,316 shares 41,316 $8.55M 0.53% -6,770 Timeline MUB 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: restricted; 2024Q4: 58,169 shares; 2025Q1: 45,284 shares; 2025Q2: 64,652 shares; 2025Q3: 80,970 shares; 2025Q4: 84,493 shares; 2026Q1: 80,338 shares 80,338 $8.53M 0.53% -4,155 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,131 shares; 2026Q1: 340,080 shares 340,080 $7.8M 0.48% +37,949 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: restricted; 2024Q4: 22,660 shares; 2025Q1: 25,833 shares; 2025Q2: 28,734 shares; 2025Q3: 28,918 shares; 2025Q4: 28,833 shares; 2026Q1: 27,359 shares 27,359 $7.76M 0.48% -1,474 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,380 shares; 2025Q1: 88,262 shares; 2025Q2: 91,142 shares; 2025Q3: 84,943 shares; 2025Q4: 76,318 shares; 2026Q1: 72,295 shares 72,295 $7.66M 0.47% -4,023 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,412 shares; 2025Q1: 42,072 shares; 2025Q2: 58,587 shares; 2025Q3: 51,294 shares; 2025Q4: 50,533 shares; 2026Q1: 49,100 shares 49,100 $6.99M 0.43% -1,433 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,634 shares; 2025Q1: 2,273 shares; 2025Q2: not reported; 2025Q3: 3,025 shares; 2025Q4: 64,154 shares; 2026Q1: 80,018 shares 80,018 $6.94M 0.43% +15,864 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: restricted; 2024Q4: 25,216 shares; 2025Q1: 25,017 shares; 2025Q2: 30,243 shares; 2025Q3: 31,067 shares; 2025Q4: 31,245 shares; 2026Q1: 31,618 shares 31,618 $6.88M 0.43% +373 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: restricted; 2024Q4: 77,837 shares; 2025Q1: 57,698 shares; 2025Q2: 52,828 shares; 2025Q3: 59,452 shares; 2025Q4: 56,447 shares; 2026Q1: 54,909 shares 54,909 $6.83M 0.42% -1,538 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,150 shares; 2025Q1: 272,150 shares; 2025Q2: 264,650 shares; 2025Q3: 261,260 shares; 2025Q4: 261,260 shares; 2026Q1: 261,260 shares 261,260 $6.76M 0.42% 0 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: restricted; 2024Q4: 31,177 shares; 2025Q1: 29,719 shares; 2025Q2: 28,584 shares; 2025Q3: 27,775 shares; 2025Q4: 27,874 shares; 2026Q1: 26,820 shares 26,820 $6.34M 0.39% -1,054 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: restricted; 2024Q4: 14,119 shares; 2025Q1: 10,832 shares; 2025Q2: 18,759 shares; 2025Q3: 17,466 shares; 2025Q4: 32,872 shares; 2026Q1: 47,457 shares 47,457 $6.31M 0.39% +14,585 Timeline JMEE 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: restricted; 2024Q4: 10,354 shares; 2025Q1: 17,184 shares; 2025Q2: 89,163 shares; 2025Q3: 89,104 shares; 2025Q4: 91,585 shares; 2026Q1: 93,277 shares 93,277 $6.23M 0.38% +1,692 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: restricted; 2024Q4: 5,867 shares; 2025Q1: 6,477 shares; 2025Q2: 12,214 shares; 2025Q3: 15,374 shares; 2025Q4: 16,792 shares; 2026Q1: 16,639 shares 16,639 $6.19M 0.38% -153 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: restricted; 2024Q4: 212,492 shares; 2025Q1: 204,403 shares; 2025Q2: 202,902 shares; 2025Q3: 199,021 shares; 2025Q4: 198,129 shares; 2026Q1: 194,865 shares 194,865 $5.98M 0.37% -3,264 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: restricted; 2024Q4: 55,211 shares; 2025Q1: 55,134 shares; 2025Q2: 54,261 shares; 2025Q3: 53,435 shares; 2025Q4: 50,835 shares; 2026Q1: 44,381 shares 44,381 $5.86M 0.36% -6,454 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,064 shares; 2025Q1: 55,272 shares; 2025Q2: 63,364 shares; 2025Q3: 63,209 shares; 2025Q4: 123,898 shares; 2026Q1: 123,106 shares 123,106 $5.65M 0.35% -792 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: restricted; 2024Q4: 12,936 shares; 2025Q1: 11,019 shares; 2025Q2: 10,808 shares; 2025Q3: 11,296 shares; 2025Q4: 12,111 shares; 2026Q1: 11,328 shares 11,328 $5.62M 0.35% -783 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: restricted; 2024Q4: 29,072 shares; 2025Q1: 29,107 shares; 2025Q2: 33,029 shares; 2025Q3: 34,764 shares; 2025Q4: 35,009 shares; 2026Q1: 32,638 shares 32,638 $5.54M 0.34% -2,371 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: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,649 shares; 2025Q2: 11,093 shares; 2025Q3: 11,024 shares; 2025Q4: 10,917 shares; 2026Q1: 10,822 shares 10,822 $5.32M 0.33% -95 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: restricted; 2024Q4: 28,004 shares; 2025Q1: 35,916 shares; 2025Q2: 34,792 shares; 2025Q3: 34,210 shares; 2025Q4: 33,938 shares; 2026Q1: 32,498 shares 32,498 $5.19M 0.32% -1,440 Timeline RSPT 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: restricted; 2024Q4: 123,847 shares; 2025Q1: 142,011 shares; 2025Q2: 125,205 shares; 2025Q3: 123,462 shares; 2025Q4: 123,904 shares; 2026Q1: 114,614 shares 114,614 $5.19M 0.32% -9,290 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: restricted; 2024Q4: 120,347 shares; 2025Q1: 128,166 shares; 2025Q2: 109,473 shares; 2025Q3: 109,806 shares; 2025Q4: 109,876 shares; 2026Q1: 105,928 shares 105,928 $5.16M 0.32% -3,948 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,980 shares; 2025Q4: 79,940 shares; 2026Q1: 88,780 shares 88,780 $4.66M 0.29% +8,840 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: restricted; 2024Q4: 13,728 shares; 2025Q1: 13,630 shares; 2025Q2: 12,757 shares; 2025Q3: 14,748 shares; 2025Q4: 14,819 shares; 2026Q1: 15,034 shares 15,034 $4.54M 0.28% +215 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,943 shares; 2025Q1: 347,730 shares; 2025Q2: 343,073 shares; 2025Q3: 346,324 shares; 2025Q4: 97,432 shares; 2026Q1: 89,643 shares 89,643 $4.54M 0.28% -7,789 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: restricted; 2024Q4: 464,280 shares; 2025Q1: 484,172 shares; 2025Q2: 485,458 shares; 2025Q3: 510,106 shares; 2025Q4: 234,571 shares; 2026Q1: 199,515 shares 199,515 $4.48M 0.28% -35,056 Timeline XLRE 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: restricted; 2024Q4: 119,960 shares; 2025Q1: 108,339 shares; 2025Q2: 112,080 shares; 2025Q3: 112,631 shares; 2025Q4: 111,934 shares; 2026Q1: 108,241 shares 108,241 $4.42M 0.27% -3,693 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: restricted; 2024Q4: 5,919 shares; 2025Q1: 5,821 shares; 2025Q2: 5,257 shares; 2025Q3: 5,001 shares; 2025Q4: 5,248 shares; 2026Q1: 4,874 shares 4,874 $4.36M 0.27% -374 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,725 shares; 2026Q1: 83,406 shares 83,406 $4.35M 0.27% +36,681 Timeline OVL 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: restricted; 2024Q4: 118,202 shares; 2025Q1: 153,707 shares; 2025Q2: 145,979 shares; 2025Q3: 94,538 shares; 2025Q4: 85,137 shares; 2026Q1: 86,193 shares 86,193 $4.34M 0.27% +1,056 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: restricted; 2024Q4: 12,268 shares; 2025Q1: 16,203 shares; 2025Q2: 17,683 shares; 2025Q3: 25,179 shares; 2025Q4: 24,150 shares; 2026Q1: 26,589 shares 26,589 $4.26M 0.26% +2,439 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: restricted; 2024Q4: 14,248 shares; 2025Q1: 11,802 shares; 2025Q2: 11,427 shares; 2025Q3: 11,062 shares; 2025Q4: 11,031 shares; 2026Q1: 9,505 shares 9,505 $4.22M 0.26% -1,526 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: restricted; 2024Q4: 3,274 shares; 2025Q1: 3,027 shares; 2025Q2: 2,916 shares; 2025Q3: 2,964 shares; 2025Q4: 35,338 shares; 2026Q1: 43,773 shares 43,773 $4.21M 0.26% +8,435 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: restricted; 2024Q4: 84,687 shares; 2025Q1: 82,327 shares; 2025Q2: 75,817 shares; 2025Q3: 72,142 shares; 2025Q4: 71,912 shares; 2026Q1: 61,024 shares 61,024 $4.12M 0.25% -10,888 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,740 shares; 2026Q1: 149,213 shares 149,213 $4.05M 0.25% +58,473 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: restricted; 2024Q4: 97,458 shares; 2025Q1: 78,104 shares; 2025Q2: 59,095 shares; 2025Q3: 55,774 shares; 2025Q4: 55,750 shares; 2026Q1: 53,870 shares 53,870 $4.03M 0.25% -1,880 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: restricted; 2024Q4: 7,863 shares; 2025Q1: 7,950 shares; 2025Q2: 7,923 shares; 2025Q3: 8,615 shares; 2025Q4: 8,414 shares; 2026Q1: 8,410 shares 8,410 $4.03M 0.25% -4 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: restricted; 2024Q4: 9,538 shares; 2025Q1: 9,896 shares; 2025Q2: 9,956 shares; 2025Q3: 13,418 shares; 2025Q4: 13,168 shares; 2026Q1: 13,719 shares 13,719 $3.94M 0.24% +551 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,954 shares; 2025Q1: 90,223 shares; 2025Q2: 89,612 shares; 2025Q3: 88,511 shares; 2025Q4: 87,541 shares; 2026Q1: 78,870 shares 78,870 $3.75M 0.23% -8,671 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: restricted; 2024Q4: not reported; 2025Q1: 39,978 shares; 2025Q2: 50,790 shares; 2025Q3: 56,210 shares; 2025Q4: 58,585 shares; 2026Q1: 51,751 shares 51,751 $3.72M 0.23% -6,834 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: restricted; 2024Q4: 11,432 shares; 2025Q1: 8,588 shares; 2025Q2: 8,635 shares; 2025Q3: 9,752 shares; 2025Q4: 11,637 shares; 2026Q1: 11,342 shares 11,342 $3.52M 0.22% -295 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: restricted; 2024Q4: 10,268 shares; 2025Q1: 9,422 shares; 2025Q2: 10,792 shares; 2025Q3: 14,825 shares; 2025Q4: 13,655 shares; 2026Q1: 12,521 shares 12,521 $3.39M 0.21% -1,134 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: restricted; 2024Q4: 15,383 shares; 2025Q1: 14,594 shares; 2025Q2: 16,784 shares; 2025Q3: 17,222 shares; 2025Q4: 17,654 shares; 2026Q1: 16,902 shares 16,902 $3.36M 0.21% -752 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,316 shares; 2025Q1: 90,961 shares; 2025Q2: 103,636 shares; 2025Q3: 90,600 shares; 2025Q4: 124,725 shares; 2026Q1: 146,913 shares 146,913 $3.2M 0.2% +22,188 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: restricted; 2024Q4: 6,767 shares; 2025Q1: 8,217 shares; 2025Q2: 8,000 shares; 2025Q3: 9,336 shares; 2025Q4: 9,478 shares; 2026Q1: 9,419 shares 9,419 $3.1M 0.19% -59 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: restricted; 2024Q4: 46,696 shares; 2025Q1: 32,520 shares; 2025Q2: 32,408 shares; 2025Q3: 32,327 shares; 2025Q4: 32,047 shares; 2026Q1: 31,188 shares 31,188 $3.01M 0.19% -859 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,727 shares; 2025Q1: 37,164 shares; 2025Q2: 36,331 shares; 2025Q3: 35,571 shares; 2025Q4: 67,665 shares; 2026Q1: 59,943 shares 59,943 $3M 0.19% -7,722 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: restricted; 2024Q4: 25,937 shares; 2025Q1: 22,733 shares; 2025Q2: 18,365 shares; 2025Q3: 17,671 shares; 2025Q4: 17,517 shares; 2026Q1: 15,350 shares 15,350 $2.91M 0.18% -2,167 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,440 shares; 2025Q1: 130,103 shares; 2025Q2: 85,014 shares; 2025Q3: 67,392 shares; 2025Q4: 54,932 shares; 2026Q1: 50,892 shares 50,892 $2.88M 0.18% -4,040 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: restricted; 2024Q4: 23,085 shares; 2025Q1: 18,900 shares; 2025Q2: 18,170 shares; 2025Q3: 17,821 shares; 2025Q4: 17,234 shares; 2026Q1: 14,542 shares 14,542 $2.82M 0.17% -2,692 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,662 shares; 2025Q1: 18,662 shares; 2025Q2: 18,662 shares; 2025Q3: 18,468 shares; 2025Q4: 20,423 shares; 2026Q1: 18,982 shares 18,982 $2.82M 0.17% -1,441 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: restricted; 2024Q4: 4,913 shares; 2025Q1: 3,730 shares; 2025Q2: 2,552 shares; 2025Q3: 4,741 shares; 2025Q4: 5,863 shares; 2026Q1: 15,022 shares 15,022 $2.8M 0.17% +9,159 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,119 shares; 2025Q1: 64,534 shares; 2025Q2: 73,835 shares; 2025Q3: 81,125 shares; 2025Q4: 97,165 shares; 2026Q1: 117,630 shares 117,630 $2.78M 0.17% +20,465 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: restricted; 2024Q4: 42,477 shares; 2025Q1: 34,054 shares; 2025Q2: 29,409 shares; 2025Q3: 36,151 shares; 2025Q4: 40,277 shares; 2026Q1: 35,692 shares 35,692 $2.77M 0.17% -4,585 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: restricted; 2024Q4: 43,908 shares; 2025Q1: 43,908 shares; 2025Q2: 43,766 shares; 2025Q3: 42,815 shares; 2025Q4: 42,723 shares; 2026Q1: 29,478 shares 29,478 $2.73M 0.17% -13,245 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: restricted; 2024Q4: 14,801 shares; 2025Q1: 18,577 shares; 2025Q2: 20,771 shares; 2025Q3: 19,778 shares; 2025Q4: 18,202 shares; 2026Q1: 17,752 shares 17,752 $2.56M 0.16% -450 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: restricted; 2024Q4: 45,778 shares; 2025Q1: 48,828 shares; 2025Q2: 48,811 shares; 2025Q3: 63,858 shares; 2025Q4: 49,214 shares; 2026Q1: 49,212 shares 49,212 $2.56M 0.16% -2 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: restricted; 2024Q4: 18,893 shares; 2025Q1: 21,138 shares; 2025Q2: 19,965 shares; 2025Q3: 19,873 shares; 2025Q4: 20,711 shares; 2026Q1: 19,345 shares 19,345 $2.53M 0.16% -1,366 Timeline PRFZ 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: restricted; 2024Q4: 97,756 shares; 2025Q1: 96,250 shares; 2025Q2: 84,002 shares; 2025Q3: 76,836 shares; 2025Q4: 76,162 shares; 2026Q1: 53,696 shares 53,696 $2.46M 0.15% -22,466 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,921 shares; 2025Q1: 2,021 shares; 2025Q2: 2,016 shares; 2025Q3: 2,106 shares; 2025Q4: 2,232 shares; 2026Q1: 2,524 shares 2,524 $2.43M 0.15% +292 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: restricted; 2024Q4: 17,341 shares; 2025Q1: 17,089 shares; 2025Q2: 16,882 shares; 2025Q3: 20,677 shares; 2025Q4: 20,971 shares; 2026Q1: 23,107 shares 23,107 $2.37M 0.15% +2,136 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,615 shares; 2025Q1: 62,013 shares; 2025Q2: 61,229 shares; 2025Q3: 68,959 shares; 2025Q4: 69,866 shares; 2026Q1: 40,567 shares 40,567 $2.26M 0.14% -29,299 Timeline GVI 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: restricted; 2024Q4: 39,114 shares; 2025Q1: 13,276 shares; 2025Q2: 27,614 shares; 2025Q3: 25,279 shares; 2025Q4: 26,213 shares; 2026Q1: 20,813 shares 20,813 $2.22M 0.14% -5,400 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: restricted; 2024Q4: 14,712 shares; 2025Q1: 18,321 shares; 2025Q2: 20,981 shares; 2025Q3: 23,464 shares; 2025Q4: 24,571 shares; 2026Q1: 22,586 shares 22,586 $2.18M 0.13% -1,985 Timeline EDV 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: restricted; 2024Q4: 165,322 shares; 2025Q1: 150,141 shares; 2025Q2: 166,274 shares; 2025Q3: 170,553 shares; 2025Q4: 56,303 shares; 2026Q1: 32,493 shares 32,493 $2.11M 0.13% -23,810 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: restricted; 2024Q4: not reported; 2025Q1: 18,787 shares; 2025Q2: 27,450 shares; 2025Q3: 29,722 shares; 2025Q4: 31,516 shares; 2026Q1: 31,209 shares 31,209 $2.06M 0.13% -307 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: restricted; 2024Q4: 28,525 shares; 2025Q1: 28,142 shares; 2025Q2: 20,034 shares; 2025Q3: 18,837 shares; 2025Q4: 18,173 shares; 2026Q1: 17,115 shares 17,115 $2.06M 0.13% -1,058 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,614 shares; 2025Q1: 11,307 shares; 2025Q2: 10,553 shares; 2025Q3: 10,415 shares; 2025Q4: 10,041 shares; 2026Q1: 8,539 shares 8,539 $2.05M 0.13% -1,502 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: restricted; 2024Q4: 11,741 shares; 2025Q1: 11,650 shares; 2025Q2: 12,091 shares; 2025Q3: 11,546 shares; 2025Q4: 11,362 shares; 2026Q1: 11,158 shares 11,158 $2.02M 0.13% -204 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,350 shares; 2025Q3: 27,821 shares; 2025Q4: 58,401 shares; 2026Q1: 87,429 shares 87,429 $2.01M 0.12% +29,028 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: restricted; 2024Q4: 1,668 shares; 2025Q1: 2,193 shares; 2025Q2: 2,858 shares; 2025Q3: 3,698 shares; 2025Q4: 5,296 shares; 2026Q1: 13,592 shares 13,592 $2M 0.12% +8,296 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: restricted; 2024Q4: 12,669 shares; 2025Q1: 15,885 shares; 2025Q2: 15,485 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares; 2026Q1: 13,159 shares 13,159 $1.99M 0.12% -2,246 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: restricted; 2024Q4: 34,087 shares; 2025Q1: 28,727 shares; 2025Q2: 28,020 shares; 2025Q3: 27,360 shares; 2025Q4: 27,250 shares; 2026Q1: 24,020 shares 24,020 $1.94M 0.12% -3,230 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,265 shares; 2025Q1: 49,060 shares; 2025Q2: 48,102 shares; 2025Q3: 45,087 shares; 2025Q4: 44,468 shares; 2026Q1: 42,339 shares 42,339 $1.93M 0.12% -2,129 Timeline BBAG 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: restricted; 2024Q4: 74,751 shares; 2025Q1: 51,790 shares; 2025Q2: 44,751 shares; 2025Q3: 42,807 shares; 2025Q4: 41,296 shares; 2026Q1: 41,181 shares 41,181 $1.9M 0.12% -115 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: restricted; 2024Q4: 3,078 shares; 2025Q1: 14,758 shares; 2025Q2: 15,561 shares; 2025Q3: 16,039 shares; 2025Q4: 15,523 shares; 2026Q1: 13,016 shares 13,016 $1.89M 0.12% -2,507 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: restricted; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,274 shares; 2026Q1: 6,274 shares 6,274 $1.87M 0.12% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,200 shares; 2025Q1: 31,774 shares; 2025Q2: 28,415 shares; 2025Q3: 28,410 shares; 2025Q4: 27,727 shares; 2026Q1: 27,714 shares 27,714 $1.87M 0.12% -13 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: restricted; 2024Q4: 5,300 shares; 2025Q1: 6,000 shares; 2025Q2: 5,598 shares; 2025Q3: 6,952 shares; 2025Q4: 6,760 shares; 2026Q1: 6,999 shares 6,999 $1.86M 0.12% +239 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: restricted; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,347 shares; 2025Q4: 11,997 shares; 2026Q1: 13,483 shares 13,483 $1.83M 0.11% +1,486 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: restricted; 2024Q4: 20,941 shares; 2025Q1: 20,362 shares; 2025Q2: 19,397 shares; 2025Q3: 18,712 shares; 2025Q4: 19,390 shares; 2026Q1: 18,756 shares 18,756 $1.77M 0.11% -634 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,035 shares; 2026Q1: 69,770 shares 69,770 $1.73M 0.11% +43,735 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: restricted; 2024Q4: 14,755 shares; 2025Q1: 16,432 shares; 2025Q2: 14,673 shares; 2025Q3: 15,394 shares; 2025Q4: 17,614 shares; 2026Q1: 18,429 shares 18,429 $1.71M 0.11% +815 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: restricted; 2024Q4: not reported; 2025Q1: 4,283 shares; 2025Q2: 5,429 shares; 2025Q3: 5,265 shares; 2025Q4: 5,138 shares; 2026Q1: 8,592 shares 8,592 $1.7M 0.11% +3,454 Timeline RSPD 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: restricted; 2024Q4: 26,584 shares; 2025Q1: 35,310 shares; 2025Q2: 31,476 shares; 2025Q3: 29,723 shares; 2025Q4: 33,879 shares; 2026Q1: 31,504 shares 31,504 $1.69M 0.1% -2,375 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,216 shares 42,216 $1.68M 0.1% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,403 shares; 2025Q1: 61,788 shares; 2025Q2: 34,654 shares; 2025Q3: 34,561 shares; 2025Q4: 34,583 shares; 2026Q1: 34,632 shares 34,632 $1.67M 0.1% +49 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,536 shares; 2025Q3: 40,536 shares; 2025Q4: 40,536 shares; 2026Q1: 38,601 shares 38,601 $1.63M 0.1% -1,935 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,460 shares; 2026Q1: 63,849 shares 63,849 $1.62M 0.1% +38,389 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: restricted; 2024Q4: 7,716 shares; 2025Q1: 8,322 shares; 2025Q2: 9,456 shares; 2025Q3: 8,091 shares; 2025Q4: 6,230 shares; 2026Q1: 4,596 shares 4,596 $1.62M 0.1% -1,634 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,434 shares; 2025Q1: 105,349 shares; 2025Q2: 123,767 shares; 2025Q3: 151,442 shares; 2025Q4: 67,150 shares; 2026Q1: 31,543 shares 31,543 $1.61M 0.1% -35,607 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 2,231 shares; 2026Q1: 2,258 shares 2,258 $1.6M 0.1% +27 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: restricted; 2024Q4: 10,618 shares; 2025Q1: 4,786 shares; 2025Q2: 4,209 shares; 2025Q3: 6,111 shares; 2025Q4: 5,729 shares; 2026Q1: 4,845 shares 4,845 $1.58M 0.1% -884 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,398 shares; 2025Q1: 6,498 shares; 2025Q2: 6,396 shares; 2025Q3: 7,596 shares; 2025Q4: 8,039 shares; 2026Q1: 7,939 shares 7,939 $1.53M 0.09% -100 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: restricted; 2024Q4: 10,428 shares; 2025Q1: 13,493 shares; 2025Q2: 6,132 shares; 2025Q3: 11,953 shares; 2025Q4: 11,233 shares; 2026Q1: 11,163 shares 11,163 $1.44M 0.09% -70 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: restricted; 2024Q4: 13,417 shares; 2025Q1: 12,136 shares; 2025Q2: 12,069 shares; 2025Q3: 17,442 shares; 2025Q4: 18,475 shares; 2026Q1: 18,895 shares 18,895 $1.44M 0.09% +420 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: restricted; 2024Q4: 8,415 shares; 2025Q1: 7,890 shares; 2025Q2: 7,647 shares; 2025Q3: 9,088 shares; 2025Q4: 9,088 shares; 2026Q1: 9,086 shares 9,086 $1.41M 0.09% -2 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: restricted; 2024Q4: 20,602 shares; 2025Q1: 18,369 shares; 2025Q2: 17,625 shares; 2025Q3: 17,433 shares; 2025Q4: 17,437 shares; 2026Q1: 7,318 shares 7,318 $1.4M 0.09% -10,119 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,175 shares; 2025Q3: 20,365 shares; 2025Q4: 33,008 shares; 2026Q1: 57,520 shares 57,520 $1.36M 0.08% +24,512 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: restricted; 2024Q4: 33,362 shares; 2025Q1: 14,377 shares; 2025Q2: 14,377 shares; 2025Q3: 14,377 shares; 2025Q4: 13,466 shares; 2026Q1: 13,466 shares 13,466 $1.36M 0.08% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 17,960 shares; 2025Q4: 32,460 shares; 2026Q1: 57,119 shares 57,119 $1.34M 0.08% +24,659 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: restricted; 2024Q4: 17,383 shares; 2025Q1: 18,605 shares; 2025Q2: 16,873 shares; 2025Q3: 16,873 shares; 2025Q4: 14,687 shares; 2026Q1: 10,950 shares 10,950 $1.3M 0.08% -3,737 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: restricted; 2024Q4: 3,627 shares; 2025Q1: 3,556 shares; 2025Q2: 3,111 shares; 2025Q3: 3,058 shares; 2025Q4: 3,056 shares; 2026Q1: 1,968 shares 1,968 $1.28M 0.08% -1,088 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,899 shares; 2025Q1: 1,584 shares; 2025Q2: 1,436 shares; 2025Q3: 1,307 shares; 2025Q4: 1,282 shares; 2026Q1: 1,003 shares 1,003 $1.26M 0.08% -279 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,463 shares 60,463 $1.26M 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,489 shares 3,489 $1.25M 0.08% new 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: restricted; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 376 shares; 2025Q3: 408 shares; 2025Q4: 388 shares; 2026Q1: 296 shares 296 $1.25M 0.08% -92 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: restricted; 2024Q4: 1,199 shares; 2025Q1: 605 shares; 2025Q2: 533 shares; 2025Q3: 482 shares; 2025Q4: 395 shares; 2026Q1: 368 shares 368 $1.24M 0.08% -27 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: restricted; 2024Q4: 11,963 shares; 2025Q1: 11,963 shares; 2025Q2: 11,739 shares; 2025Q3: 11,749 shares; 2025Q4: 10,684 shares; 2026Q1: 10,684 shares 10,684 $1.24M 0.08% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 7,269 shares; 2025Q4: 14,538 shares; 2026Q1: 19,268 shares 19,268 $1.18M 0.07% +4,730 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: restricted; 2024Q4: 3,533 shares; 2025Q1: 3,533 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares; 2026Q1: 3,264 shares 3,264 $1.16M 0.07% 0 Timeline ZROZ 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: restricted; 2024Q4: 59,589 shares; 2025Q1: 58,923 shares; 2025Q2: 36,153 shares; 2025Q3: 31,778 shares; 2025Q4: 25,603 shares; 2026Q1: 17,078 shares 17,078 $1.09M 0.07% -8,525 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 4,134 shares; 2025Q4: 4,199 shares; 2026Q1: 4,364 shares 4,364 $1.04M 0.06% +165 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: restricted; 2024Q4: 2,902 shares; 2025Q1: 2,141 shares; 2025Q2: 7,955 shares; 2025Q3: 7,325 shares; 2025Q4: 7,234 shares; 2026Q1: 9,344 shares 9,344 $1.04M 0.06% +2,110 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: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares 1,665 $1.03M 0.06% 0 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: restricted; 2024Q4: 3,070 shares; 2025Q1: 4,425 shares; 2025Q2: 4,295 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares; 2026Q1: 4,170 shares 4,170 $1.01M 0.06% -100 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: restricted; 2024Q4: 58,023 shares; 2025Q1: 82,149 shares; 2025Q2: 82,149 shares; 2025Q3: 82,149 shares; 2025Q4: 39,523 shares; 2026Q1: 39,523 shares 39,523 $1.01M 0.06% 0 Timeline GSEW 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: restricted; 2024Q4: 15,156 shares; 2025Q1: 15,088 shares; 2025Q2: 13,805 shares; 2025Q3: 13,158 shares; 2025Q4: 12,040 shares; 2026Q1: 11,584 shares 11,584 $981K 0.06% -456 Timeline JEPQ 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: restricted; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares; 2026Q1: 17,570 shares 17,570 $975K 0.06% +9,615 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,023 shares; 2025Q1: 75,089 shares; 2025Q2: 71,176 shares; 2025Q3: 65,214 shares; 2025Q4: 58,131 shares; 2026Q1: 58,131 shares 58,131 $972K 0.06% 0 Timeline SUB 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: restricted; 2024Q4: 10,163 shares; 2025Q1: 12,388 shares; 2025Q2: 16,736 shares; 2025Q3: 21,386 shares; 2025Q4: 9,313 shares; 2026Q1: 9,113 shares 9,113 $971K 0.06% -200 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: restricted; 2024Q4: 12,193 shares; 2025Q1: 12,193 shares; 2025Q2: 10,555 shares; 2025Q3: 10,551 shares; 2025Q4: 9,760 shares; 2026Q1: 8,689 shares 8,689 $953K 0.06% -1,071 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,107 shares; 2025Q3: 5,848 shares; 2025Q4: 5,700 shares; 2026Q1: 6,240 shares 6,240 $915K 0.06% +540 Timeline RSPC 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: restricted; 2024Q4: 32,915 shares; 2025Q1: 38,614 shares; 2025Q2: 37,170 shares; 2025Q3: 36,442 shares; 2025Q4: 32,978 shares; 2026Q1: 24,049 shares 24,049 $899K 0.06% -8,929 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: restricted; 2024Q4: 24,065 shares; 2025Q1: 21,576 shares; 2025Q2: 13,040 shares; 2025Q3: 8,351 shares; 2025Q4: 8,009 shares; 2026Q1: 7,322 shares 7,322 $887K 0.05% -687 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: restricted; 2024Q4: 2,060 shares; 2025Q1: 3,110 shares; 2025Q2: 3,048 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares; 2026Q1: 3,044 shares 3,044 $884K 0.05% -2 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: restricted; 2024Q4: 8,234 shares; 2025Q1: 4,672 shares; 2025Q2: 2,761 shares; 2025Q3: 1,858 shares; 2025Q4: 1,583 shares; 2026Q1: 1,366 shares 1,366 $826K 0.05% -217 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: restricted; 2024Q4: 9,972 shares; 2025Q1: 11,569 shares; 2025Q2: 10,858 shares; 2025Q3: 4,675 shares; 2025Q4: 4,177 shares; 2026Q1: 4,067 shares 4,067 $806K 0.05% -110 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: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,742 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,796 shares; 2026Q1: 2,797 shares 2,797 $803K 0.05% +1 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: restricted; 2024Q4: 3,367 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,776 shares; 2025Q4: 3,555 shares; 2026Q1: 3,948 shares 3,948 $775K 0.05% +393 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,668 shares; 2025Q1: 12,668 shares; 2025Q2: 12,593 shares; 2025Q3: 10,703 shares; 2025Q4: 10,370 shares; 2026Q1: 10,370 shares 10,370 $758K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,192 shares; 2025Q1: 4,192 shares; 2025Q2: 4,190 shares; 2025Q3: 3,687 shares; 2025Q4: 3,487 shares; 2026Q1: 3,487 shares 3,487 $750K 0.05% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,677 shares; 2025Q1: 1,599 shares; 2025Q2: 3,619 shares; 2025Q3: 3,040 shares; 2025Q4: 5,990 shares; 2026Q1: 6,737 shares 6,737 $734K 0.05% +747 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: restricted; 2024Q4: 19,300 shares; 2025Q1: 19,300 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares; 2026Q1: 4,700 shares 4,700 $729K 0.05% -14,600 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: restricted; 2024Q4: 12,815 shares; 2025Q1: 9,236 shares; 2025Q2: 9,236 shares; 2025Q3: 9,236 shares; 2025Q4: 8,683 shares; 2026Q1: 8,683 shares 8,683 $719K 0.04% 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,785 shares; 2025Q1: 2,685 shares; 2025Q2: 2,349 shares; 2025Q3: 2,167 shares; 2025Q4: 2,067 shares; 2026Q1: 2,067 shares 2,067 $699K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares; 2026Q1: 7,330 shares 7,330 $691K 0.04% 0 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: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,160 shares; 2025Q2: 1,994 shares; 2025Q3: 2,014 shares; 2025Q4: 1,991 shares; 2026Q1: 1,965 shares 1,965 $674K 0.04% -26 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: restricted; 2024Q4: 12,563 shares; 2025Q1: 12,183 shares; 2025Q2: 8,474 shares; 2025Q3: 7,521 shares; 2025Q4: 7,221 shares; 2026Q1: 7,236 shares 7,236 $655K 0.04% +15 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,580 shares; 2025Q1: 13,580 shares; 2025Q2: 13,580 shares; 2025Q3: 13,011 shares; 2025Q4: 13,328 shares; 2026Q1: 13,248 shares 13,248 $642K 0.04% -80 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,396 shares; 2025Q4: 6,374 shares; 2026Q1: 6,370 shares 6,370 $641K 0.04% -4 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: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares 2,749 $621K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,812 shares; 2025Q1: 2,912 shares; 2025Q2: 3,007 shares; 2025Q3: 3,142 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares 3,405 $620K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,278 shares; 2025Q1: 11,583 shares; 2025Q2: 13,176 shares; 2025Q3: 8,296 shares; 2025Q4: 8,296 shares; 2026Q1: 8,798 shares 8,798 $614K 0.04% +502 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: restricted; 2024Q4: 3,942 shares; 2025Q1: 3,503 shares; 2025Q2: 3,064 shares; 2025Q3: 3,014 shares; 2025Q4: 3,600 shares; 2026Q1: 3,570 shares 3,570 $590K 0.04% -30 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: restricted; 2024Q4: 1,372 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares 1,357 $579K 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,909 shares; 2025Q1: 5,048 shares; 2025Q2: 4,543 shares; 2025Q3: 3,873 shares; 2025Q4: 3,774 shares; 2026Q1: 2,689 shares 2,689 $565K 0.03% -1,085 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,370 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares 2,210 $563K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,288 shares; 2025Q1: 5,288 shares; 2025Q2: 5,285 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 3,795 shares 3,795 $555K 0.03% -1,155 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: restricted; 2024Q4: 62,357 shares; 2025Q1: 55,823 shares; 2025Q2: 39,141 shares; 2025Q3: 38,592 shares; 2025Q4: 37,488 shares; 2026Q1: 27,103 shares 27,103 $554K 0.03% -10,385 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 24,246 shares; 2025Q3: 24,246 shares; 2025Q4: 28,596 shares; 2026Q1: 10,623 shares 10,623 $524K 0.03% -17,973 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: restricted; 2024Q4: 5,355 shares; 2025Q1: 4,128 shares; 2025Q2: 3,333 shares; 2025Q3: 3,621 shares; 2025Q4: 2,351 shares; 2026Q1: 2,367 shares 2,367 $514K 0.03% +16 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,155 shares; 2025Q1: 49,886 shares; 2025Q2: 42,221 shares; 2025Q3: 10,048 shares; 2025Q4: 10,048 shares; 2026Q1: 10,048 shares 10,048 $509K 0.03% 0 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: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $509K 0.03% 0 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,155 shares; 2025Q1: 6,147 shares; 2025Q2: 4,920 shares; 2025Q3: 4,400 shares; 2025Q4: 4,220 shares; 2026Q1: 3,745 shares 3,745 $506K 0.03% -475 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,641 shares; 2025Q1: 7,447 shares; 2025Q2: 7,398 shares; 2025Q3: 6,305 shares; 2025Q4: 5,685 shares; 2026Q1: 5,215 shares 5,215 $504K 0.03% -470 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: restricted; 2024Q4: 9,751 shares; 2025Q1: 10,819 shares; 2025Q2: 9,719 shares; 2025Q3: 9,145 shares; 2025Q4: 8,535 shares; 2026Q1: 8,225 shares 8,225 $499K 0.03% -310 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,150 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,140 shares 1,140 $497K 0.03% -5 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: restricted; 2024Q4: 9,691 shares; 2025Q1: 8,019 shares; 2025Q2: 9,991 shares; 2025Q3: 9,819 shares; 2025Q4: 8,043 shares; 2026Q1: 5,068 shares 5,068 $484K 0.03% -2,975 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: restricted; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 896 shares 896 $482K 0.03% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,503 shares; 2026Q1: 1,434 shares 1,434 $460K 0.03% -69 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $458K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,000 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares 3,436 $450K 0.03% 0 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: restricted; 2024Q4: 7,760 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 11,040 shares; 2026Q1: 11,040 shares 11,040 $447K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 5,031 shares; 2025Q3: 5,031 shares; 2025Q4: 5,031 shares; 2026Q1: 5,031 shares 5,031 $442K 0.03% 0 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: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares 1,355 $410K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,241 shares; 2025Q1: 10,540 shares; 2025Q2: 6,239 shares; 2025Q3: 4,675 shares; 2025Q4: 3,694 shares; 2026Q1: 2,689 shares 2,689 $403K 0.02% -1,005 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: restricted; 2024Q4: 5,820 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 5,720 shares; 2025Q4: 5,570 shares; 2026Q1: 5,570 shares 5,570 $400K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,016 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares; 2026Q1: 2,527 shares 2,527 $374K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 739 shares; 2026Q1: 653 shares 653 $368K 0.02% -86 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,431 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 1,106 shares 1,106 $363K 0.02% -100 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: restricted; 2024Q4: 5,077 shares; 2025Q1: 2,990 shares; 2025Q2: 2,890 shares; 2025Q3: 2,790 shares; 2025Q4: 1,740 shares; 2026Q1: 1,732 shares 1,732 $359K 0.02% -8 Timeline ESGV 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: restricted; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125 $351K 0.02% 0 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: restricted; 2024Q4: 1,618 shares; 2025Q1: 1,520 shares; 2025Q2: 1,590 shares; 2025Q3: 1,445 shares; 2025Q4: 1,443 shares; 2026Q1: 1,261 shares 1,261 $343K 0.02% -182 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $343K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares 3,769 $338K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,576 shares 11,576 $336K 0.02% new 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: restricted; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $334K 0.02% 0 Timeline DFAC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,469 shares; 2026Q1: 8,469 shares 8,469 $329K 0.02% 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: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,530 shares; 2026Q1: 3,330 shares 3,330 $307K 0.02% +800 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $302K 0.02% 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: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,225 shares; 2026Q1: 3,210 shares 3,210 $302K 0.02% -15 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: restricted; 2024Q4: 3,085 shares; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,672 shares 5,672 $300K 0.02% new 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: restricted; 2024Q4: 4,429 shares; 2025Q1: 2,105 shares; 2025Q2: 1,691 shares; 2025Q3: 1,557 shares; 2025Q4: 1,491 shares; 2026Q1: 1,448 shares 1,448 $295K 0.02% -43 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 6,425 shares; 2026Q1: 6,345 shares 6,345 $285K 0.02% -80 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: restricted; 2024Q4: not reported; 2025Q1: 3,173 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares 2,963 $276K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,314 shares; 2025Q3: 1,239 shares; 2025Q4: 1,560 shares; 2026Q1: 1,468 shares 1,468 $268K 0.02% -92 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,937 shares; 2025Q1: 9,687 shares; 2025Q2: 8,557 shares; 2025Q3: 8,557 shares; 2025Q4: 8,557 shares; 2026Q1: 8,007 shares 8,007 $266K 0.02% -550 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: restricted; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $265K 0.02% 0 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: restricted; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,379 shares; 2026Q1: 2,279 shares 2,279 $262K 0.02% -100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,696 shares; 2025Q3: 8,546 shares; 2025Q4: 8,875 shares; 2026Q1: 8,875 shares 8,875 $258K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,368 shares; 2025Q1: 1,208 shares; 2025Q2: 978 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $257K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 5,314 shares; 2025Q3: 5,414 shares; 2025Q4: 5,414 shares; 2026Q1: 5,414 shares 5,414 $251K 0.02% 0 Timeline CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $250K 0.02% 0 UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,374 shares; 2026Q1: 4,374 shares 4,374 $249K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,325 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,921 shares; 2026Q1: 4,921 shares 4,921 $247K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,799 shares; 2025Q2: 5,015 shares; 2025Q3: 4,181 shares; 2025Q4: 3,246 shares; 2026Q1: 2,876 shares 2,876 $245K 0.02% -370 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: restricted; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $241K 0.01% 0 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: restricted; 2024Q4: 23,845 shares; 2025Q1: 9,395 shares; 2025Q2: 9,395 shares; 2025Q3: 9,395 shares; 2025Q4: 9,395 shares; 2026Q1: 9,395 shares 9,395 $239K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,168 shares 3,168 $238K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares 2,088 $236K 0.01% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,475 shares; 2025Q1: 6,149 shares; 2025Q2: 4,475 shares; 2025Q3: 4,305 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $233K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,956 shares; 2026Q1: 2,806 shares 2,806 $230K 0.01% -150 Timeline PGX 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: restricted; 2024Q4: not reported; 2025Q1: 22,405 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 20,700 shares; 2026Q1: 20,700 shares 20,700 $225K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,075 shares 1,075 $224K 0.01% -100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $220K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares 1,550 $216K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares 491 $211K 0.01% new 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: restricted; 2024Q4: 3,723 shares; 2025Q1: 3,667 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,619 shares; 2026Q1: 601 shares 601 $205K 0.01% -3,018 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $203K 0.01% new Timeline ISHARES TR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,219 shares 2,219 $50.9K <0.01% new NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 12,000 shares; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $37K <0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 12,250 shares 12,250 $17K <0.01% 0 Timeline