IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 326,335 shares 326,335 $244M 13.65% -4,212 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; 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; 2026Q2: 471,133 shares 471,133 $174M 9.74% -16,272 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; 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; 2026Q2: 1,127,134 shares 1,127,134 $80.3M 4.49% +4,641 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; 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; 2026Q2: 792,562 shares 792,562 $58.2M 3.25% +421,556 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; 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; 2026Q2: 626,685 shares 626,685 $56.9M 3.18% -259,295 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 182,762 shares 182,762 $52.9M 2.95% -6,977 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 243,225 shares 243,225 $48.7M 2.72% -9,040 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; 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; 2026Q2: 163,353 shares 163,353 $40.2M 2.25% -5,063 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 112,539 shares 112,539 $40.2M 2.25% -4,710 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; 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; 2026Q2: 1,253,734 shares 1,253,734 $36.3M 2.03% -28,354 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 87,023 shares 87,023 $32.9M 1.84% -4,675 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; 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; 2026Q2: 330,525 shares 330,525 $30.5M 1.7% +36,531 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; 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; 2026Q2: 463,013 shares 463,013 $27.6M 1.54% +3,402 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; 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; 2026Q2: 602,038 shares 602,038 $27.1M 1.51% +26,764 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 70,172 shares 70,172 $26.2M 1.46% -1,304 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; 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; 2026Q2: 75,310 shares 75,310 $24.7M 1.38% -1,063 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; 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; 2026Q2: 92,914 shares 92,914 $22.1M 1.24% -2,469 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 220,202 shares 220,202 $21.8M 1.22% +4,435 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; 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; 2026Q2: 18,088 shares 18,088 $21.7M 1.21% +3,721 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; 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; 2026Q2: 215,942 shares 215,942 $18.5M 1.03% -75,057 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 226,336 shares 226,336 $17.2M 0.96% -4,886 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; 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; 2026Q2: 19,518 shares 19,518 $13.4M 0.75% +426 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 580,762 shares 580,762 $12.9M 0.72% +32,673 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; 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; 2026Q2: 21,744 shares 21,744 $12.2M 0.68% +194 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 555,562 shares 555,562 $12M 0.67% +18,312 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; 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; 2026Q2: 606,633 shares 606,633 $11.8M 0.66% -12,399 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; 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; 2026Q2: 139,088 shares 139,088 $11.5M 0.64% -3,022 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 577,483 shares 577,483 $11.3M 0.63% +31,954 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 99,281 shares 99,281 $11.2M 0.63% -1,841 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; 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; 2026Q2: 41,159 shares 41,159 $11.2M 0.63% -1,765 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,347 shares; 2026Q1: 86,343 shares; 2026Q2: 102,311 shares 102,311 $11.2M 0.62% +15,968 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; 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; 2026Q2: 118,348 shares 118,348 $10.7M 0.6% -4,111 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; 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; 2026Q2: 360,717 shares 360,717 $10.6M 0.59% -548 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; 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; 2026Q2: 10,456 shares 10,456 $10.6M 0.59% -417 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; 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; 2026Q2: 521,529 shares 521,529 $10.2M 0.57% +46,407 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,928 shares 26,928 $10.1M 0.56% -431 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,543 shares 19,543 $10M 0.56% +32 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; 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; 2026Q2: 354,727 shares 354,727 $9.83M 0.55% -757 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 110,211 shares 110,211 $9.81M 0.55% -2,350 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,303 shares 36,303 $9.22M 0.51% -46 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374,400 shares; 2026Q1: 428,215 shares; 2026Q2: 455,751 shares 455,751 $9.2M 0.51% +27,536 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; 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; 2026Q2: 25,784 shares 25,784 $8.79M 0.49% -805 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; 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; 2026Q2: 46,071 shares 46,071 $8.78M 0.49% -1,386 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,131 shares; 2026Q1: 340,080 shares; 2026Q2: 376,158 shares 376,158 $8.54M 0.48% +36,078 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,151 shares 33,151 $8.34M 0.47% +1,533 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,829 shares 10,829 $8.18M 0.46% -287 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 93,752 shares 93,752 $8.1M 0.45% +13,734 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; 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; 2026Q2: 8,597 shares 8,597 $8.04M 0.45% -58 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,468 shares 52,468 $7.78M 0.43% -2,441 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 72,195 shares 72,195 $7.77M 0.43% -8,143 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 136,841 shares 136,841 $7.68M 0.43% +64,546 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,175 shares 44,175 $7.26M 0.41% -4,925 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,725 shares; 2026Q1: 83,406 shares; 2026Q2: 136,017 shares 136,017 $7.15M 0.4% +52,611 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; 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; 2026Q2: 90,326 shares 90,326 $7.05M 0.39% -2,951 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,625 shares 16,625 $6.99M 0.39% -14 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; 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; 2026Q2: 107,296 shares 107,296 $6.92M 0.39% -7,318 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,417 shares 40,417 $6.7M 0.37% -899 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,740 shares; 2026Q1: 149,213 shares; 2026Q2: 234,091 shares 234,091 $6.43M 0.36% +84,878 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,980 shares; 2025Q4: 79,940 shares; 2026Q1: 88,780 shares; 2026Q2: 117,220 shares 117,220 $6.24M 0.35% +28,440 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; 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; 2026Q2: 189,049 shares 189,049 $5.99M 0.33% -5,816 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; 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; 2026Q2: 103,120 shares 103,120 $5.88M 0.33% -2,808 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,022 shares 11,022 $5.72M 0.32% -306 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; 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; 2026Q2: 122,880 shares 122,880 $5.57M 0.31% -226 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; 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; 2026Q2: 176,150 shares 176,150 $5.42M 0.3% -85,110 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; 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; 2026Q2: 10,582 shares 10,582 $5.31M 0.3% -240 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; 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; 2026Q2: 23,487 shares 23,487 $5.18M 0.29% -3,333 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,961 shares 14,961 $5.13M 0.29% -73 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; 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; 2026Q2: 11,720 shares 11,720 $4.87M 0.27% -801 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; 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; 2026Q2: 4,920 shares 4,920 $4.81M 0.27% +46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,469 shares 13,469 $4.76M 0.27% -250 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; 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; 2026Q2: 31,402 shares 31,402 $4.76M 0.27% -1,096 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; 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; 2026Q2: 106,377 shares 106,377 $4.68M 0.26% -1,864 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 58,864 shares 58,864 $4.54M 0.25% -2,160 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,220 shares 43,220 $4.49M 0.25% -1,161 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; 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; 2026Q2: 32,415 shares 32,415 $4.43M 0.25% -223 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 51,526 shares 51,526 $4.39M 0.25% -2,344 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; 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; 2026Q2: 78,521 shares 78,521 $4.24M 0.24% -349 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; 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; 2026Q2: 14,154 shares 14,154 $4.22M 0.24% -388 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; 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; 2026Q2: 8,319 shares 8,319 $4.16M 0.23% -91 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,925 shares 15,925 $4.07M 0.23% +2,442 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; 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; 2026Q2: 80,436 shares 80,436 $4.07M 0.23% -9,207 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; 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; 2026Q2: 34,526 shares 34,526 $4.06M 0.23% -1,166 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; 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; 2026Q2: 182,183 shares 182,183 $3.99M 0.22% +35,270 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; 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; 2026Q2: 11,294 shares 11,294 $3.98M 0.22% +1,875 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; 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; 2026Q2: 8,668 shares 8,668 $3.98M 0.22% -837 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 170,928 shares 170,928 $3.82M 0.21% -28,587 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,005 shares 17,005 $3.68M 0.21% +103 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; 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; 2026Q2: 63,645 shares 63,645 $3.6M 0.2% -22,548 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; 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; 2026Q2: 49,380 shares 49,380 $3.56M 0.2% -2,371 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; 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; 2026Q2: 69,450 shares 69,450 $3.54M 0.2% +37,907 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; 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; 2026Q2: 30,812 shares 30,812 $3.38M 0.19% -376 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,337 shares 45,337 $3.24M 0.18% +1,564 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; 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; 2026Q2: 18,857 shares 18,857 $3.12M 0.17% -125 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,350 shares; 2025Q3: 27,821 shares; 2025Q4: 58,401 shares; 2026Q1: 87,429 shares; 2026Q2: 132,580 shares 132,580 $3.05M 0.17% +45,151 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; 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; 2026Q2: 59,438 shares 59,438 $3.02M 0.17% -505 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 2,231 shares; 2026Q1: 2,258 shares; 2026Q2: 2,800 shares 2,800 $2.98M 0.17% +542 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 49,159 shares 49,159 $2.97M 0.17% -53 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,776 shares 30,776 $2.97M 0.17% +1,298 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; 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; 2026Q2: 52,381 shares 52,381 $2.92M 0.16% -1,315 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,035 shares; 2026Q1: 69,770 shares; 2026Q2: 115,658 shares 115,658 $2.91M 0.16% +45,888 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,460 shares; 2026Q1: 63,849 shares; 2026Q2: 112,436 shares 112,436 $2.9M 0.16% +48,587 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,684 shares 10,684 $2.89M 0.16% -658 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,259 shares 8,259 $2.83M 0.16% -280 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; 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; 2026Q2: 14,741 shares 14,741 $2.81M 0.16% -609 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,895 shares 10,895 $2.75M 0.15% -263 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; 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; 2026Q2: 46,509 shares 46,509 $2.63M 0.15% -4,383 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,677 shares 2,677 $2.57M 0.14% +153 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,463 shares; 2026Q2: 121,639 shares 121,639 $2.55M 0.14% +61,176 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; 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; 2026Q2: 17,343 shares 17,343 $2.54M 0.14% -409 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; 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; 2026Q2: 17,629 shares 17,629 $2.52M 0.14% -1,716 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,189 shares 11,189 $2.44M 0.14% +2,597 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares; 2026Q2: 5,597 shares 5,597 $2.43M 0.14% +4,648 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; 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; 2026Q2: 51,796 shares 51,796 $2.38M 0.13% +10,615 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,175 shares; 2025Q3: 20,365 shares; 2025Q4: 33,008 shares; 2026Q1: 57,520 shares; 2026Q2: 99,784 shares 99,784 $2.36M 0.13% +42,264 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; 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; 2026Q2: 98,376 shares 98,376 $2.32M 0.13% -19,254 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,355 shares 25,355 $2.3M 0.13% +2,248 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 17,960 shares; 2025Q4: 32,460 shares; 2026Q1: 57,119 shares; 2026Q2: 94,127 shares 94,127 $2.21M 0.12% +37,008 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,489 shares; 2026Q2: 5,130 shares 5,130 $2.19M 0.12% +1,641 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; 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; 2026Q2: 6,274 shares 6,274 $2.16M 0.12% 0 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; 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; 2026Q2: 16,709 shares 16,709 $2.15M 0.12% -406 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; 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; 2026Q2: 22,247 shares 22,247 $2.14M 0.12% -339 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; 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; 2026Q2: 42,115 shares 42,115 $2.12M 0.12% -224 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; 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; 2026Q2: 26,009 shares 26,009 $2.1M 0.12% -1,705 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; 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; 2026Q2: 28,675 shares 28,675 $2.06M 0.12% -2,534 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,163 shares 11,163 $2.06M 0.12% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,084 shares 13,084 $2.05M 0.11% -75 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,999 shares 6,999 $1.95M 0.11% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,536 shares; 2025Q3: 40,536 shares; 2025Q4: 40,536 shares; 2026Q1: 38,601 shares; 2026Q2: 45,016 shares 45,016 $1.89M 0.11% +6,415 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; 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; 2026Q2: 32,008 shares 32,008 $1.85M 0.1% -2,624 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,747 shares 17,747 $1.81M 0.1% -1,009 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; 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; 2026Q2: 21,892 shares 21,892 $1.78M 0.1% -2,128 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,216 shares; 2026Q2: 40,761 shares 40,761 $1.77M 0.1% -1,455 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; 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; 2026Q2: 19,109 shares 19,109 $1.68M 0.09% +680 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; 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; 2026Q2: 20,542 shares 20,542 $1.67M 0.09% +1,647 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,531 shares 16,531 $1.66M 0.09% +3,065 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,655 shares 4,655 $1.59M 0.09% -190 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,257 shares 4,257 $1.54M 0.09% -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; 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; 2026Q2: 7,090 shares 7,090 $1.51M 0.08% -228 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; 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; 2026Q2: 26,883 shares 26,883 $1.51M 0.08% -4,621 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $1.5M 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,849 shares 7,849 $1.49M 0.08% -90 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,874 shares 13,874 $1.47M 0.08% -6,939 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; 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; 2026Q2: 1,961 shares 1,961 $1.46M 0.08% -7 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,795 shares 28,795 $1.41M 0.08% -11,772 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,888 shares 14,888 $1.41M 0.08% +9,820 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 4,134 shares; 2025Q4: 4,199 shares; 2026Q1: 4,364 shares; 2026Q2: 4,621 shares 4,621 $1.4M 0.08% +257 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,650 shares 11,650 $1.37M 0.08% +700 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,264 shares 3,264 $1.34M 0.07% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,684 shares 10,684 $1.25M 0.07% 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; 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; 2026Q2: 7,950 shares 7,950 $1.25M 0.07% -7,072 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 7,269 shares; 2025Q4: 14,538 shares; 2026Q1: 19,268 shares; 2026Q2: 23,220 shares 23,220 $1.23M 0.07% +3,952 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,101 shares 9,101 $1.23M 0.07% +15 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; 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; 2026Q2: 954 shares 954 $1.22M 0.07% -49 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; 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; 2026Q2: 1,665 shares 1,665 $1.17M 0.07% 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; 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; 2026Q2: 4,145 shares 4,145 $1.17M 0.07% -25 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; 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; 2026Q2: 17,910 shares 17,910 $1.1M 0.06% +340 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,437 shares 7,437 $1.09M 0.06% -6,155 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; 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; 2026Q2: 11,079 shares 11,079 $1.05M 0.06% -505 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 605 shares; 2025Q2: 533 shares; 2025Q3: 482 shares; 2025Q4: 395 shares; 2026Q1: 368 shares; 2026Q2: 324 shares 324 $1.04M 0.06% -44 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,689 shares 8,689 $1.02M 0.06% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,523 shares 39,523 $1.01M 0.06% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,650 shares 7,650 $999K 0.06% +328 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; 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; 2026Q2: 1,967 shares 1,967 $939K 0.05% -100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,107 shares; 2025Q3: 5,848 shares; 2025Q4: 5,700 shares; 2026Q1: 6,240 shares; 2026Q2: 5,695 shares 5,695 $904K 0.05% -545 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; 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; 2026Q2: 3,044 shares 3,044 $892K 0.05% 0 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; 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; 2026Q2: 53,414 shares 53,414 $889K 0.05% -4,717 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,700 shares 4,700 $884K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,348 shares 5,348 $866K 0.05% -7,668 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; 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; 2026Q2: 10,604 shares 10,604 $854K 0.05% +7,807 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; 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; 2026Q2: 7,969 shares 7,969 $854K 0.05% -1,375 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; 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; 2026Q2: 3,908 shares 3,908 $852K 0.05% -40 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; 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; 2026Q2: 10,283 shares 10,283 $850K 0.05% +1,600 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 739 shares; 2026Q1: 653 shares; 2026Q2: 1,321 shares 1,321 $838K 0.05% +668 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; 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; 2026Q2: 23,631 shares 23,631 $834K 0.05% -418 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; 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; 2026Q2: 3,487 shares 3,487 $825K 0.05% 0 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; 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; 2026Q2: 2,210 shares 2,210 $790K 0.04% 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; 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; 2026Q2: 6,737 shares 6,737 $790K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares; 2026Q2: 7,531 shares 7,531 $770K 0.04% +3,762 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; 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; 2026Q2: 10,240 shares 10,240 $767K 0.04% -130 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,078 shares 7,078 $754K 0.04% -2,035 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; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,370 shares 6,370 $748K 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; 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; 2026Q2: 8,918 shares 8,918 $739K 0.04% +120 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; 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; 2026Q2: 11,147 shares 11,147 $725K 0.04% -21,346 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; 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; 2026Q2: 1,248 shares 1,248 $725K 0.04% -200 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; 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; 2026Q2: 7,330 shares 7,330 $720K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,286 shares 7,286 $704K 0.04% +50 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; 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; 2026Q2: 1,965 shares 1,965 $696K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,398 shares 5,398 $670K 0.04% +4,041 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; 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; 2026Q2: 12,675 shares 12,675 $662K 0.04% -573 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; 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; 2026Q2: 3,534 shares 3,534 $639K 0.04% -36 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $639K 0.04% 0 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; 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; 2026Q2: 1,230 shares 1,230 $627K 0.03% -136 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; 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; 2026Q2: 6,890 shares 6,890 $594K 0.03% +5,725 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; 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; 2026Q2: 3,795 shares 3,795 $578K 0.03% 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; 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; 2026Q2: 3,405 shares 3,405 $576K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $571K 0.03% 0 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; 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; 2026Q2: 2,351 shares 2,351 $571K 0.03% -16 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 475 shares 475 $548K 0.03% -175 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; 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; 2026Q2: 5,215 shares 5,215 $542K 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; 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; 2026Q2: 3,520 shares 3,520 $522K 0.03% -225 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; 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; 2026Q2: 10,098 shares 10,098 $519K 0.03% +50 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; 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; 2026Q2: 9,049 shares 9,049 $485K 0.03% -1,574 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,031 shares 5,031 $481K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,503 shares; 2026Q1: 1,434 shares; 2026Q2: 1,395 shares 1,395 $480K 0.03% -39 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,050 shares 1,050 $476K 0.03% -90 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,040 shares 11,040 $470K 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; 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; 2026Q2: 3,436 shares 3,436 $470K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 376 shares; 2025Q3: 408 shares; 2025Q4: 388 shares; 2026Q1: 296 shares; 2026Q2: 2,603 shares 2,603 $464K 0.03% +2,307 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; 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; 2026Q2: 1,355 shares 1,355 $458K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,655 shares 7,655 $441K 0.02% -570 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; 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; 2026Q2: 2,625 shares 2,625 $440K 0.02% -64 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; 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; 2026Q2: 5,460 shares 5,460 $417K 0.02% -110 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; 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; 2026Q2: 19,765 shares 19,765 $403K 0.02% -7,338 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; 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; 2026Q2: 3,025 shares 3,025 $400K 0.02% -100 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; 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; 2026Q2: 2,442 shares 2,442 $386K 0.02% -85 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,469 shares; 2026Q1: 8,469 shares; 2026Q2: 8,469 shares 8,469 $376K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $375K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,507 shares 1,507 $359K 0.02% -225 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; 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; 2026Q2: 1,684 shares 1,684 $330K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,696 shares; 2025Q3: 8,546 shares; 2025Q4: 8,875 shares; 2026Q1: 8,875 shares; 2026Q2: 8,798 shares 8,798 $318K 0.02% -77 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $308K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $304K 0.02% new 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; 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; 2026Q2: 1,026 shares 1,026 $303K 0.02% -235 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; 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; 2026Q2: 3,210 shares 3,210 $296K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 937 shares 937 $295K 0.02% -169 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; 2024Q3: restricted; 2024Q4: 1,368 shares; 2025Q1: 1,208 shares; 2025Q2: 978 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $291K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 3,275 shares 3,275 $288K 0.02% +2,620 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 6,425 shares; 2026Q1: 6,345 shares; 2026Q2: 6,155 shares 6,155 $288K 0.02% -190 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,088 shares 2,088 $287K 0.02% 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; 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; 2026Q2: 2,036 shares 2,036 $283K 0.02% -653 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $283K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,314 shares; 2025Q3: 1,239 shares; 2025Q4: 1,560 shares; 2026Q1: 1,468 shares; 2026Q2: 1,398 shares 1,398 $280K 0.02% -70 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 2,167 shares 2,167 $274K 0.02% +617 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,949 shares 1,949 $272K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $268K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,260 shares 2,260 $266K 0.01% -19 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; 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; 2026Q2: 3,168 shares 3,168 $265K 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; 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; 2026Q2: 1,075 shares 1,075 $265K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,374 shares; 2026Q1: 4,374 shares; 2026Q2: 4,374 shares 4,374 $263K 0.01% 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; 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; 2026Q2: 5,414 shares 5,414 $260K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $259K 0.01% 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; 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; 2026Q2: 2,823 shares 2,823 $259K 0.01% -53 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; 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; 2026Q2: 2,025 shares 2,025 $256K 0.01% 0 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; 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; 2026Q2: 2,047 shares 2,047 $255K 0.01% -2,020 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; 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; 2026Q2: 10,000 shares 10,000 $250K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,576 shares; 2026Q2: 11,800 shares 11,800 $244K 0.01% +224 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares; 2026Q2: 650 shares 650 $239K 0.01% +159 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,395 shares 9,395 $239K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,075 shares 3,075 $238K 0.01% +112 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares 118 $235K 0.01% new 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; 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; 2026Q2: 3,820 shares 3,820 $233K 0.01% -355 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,956 shares; 2026Q1: 2,806 shares; 2026Q2: 2,761 shares 2,761 $229K 0.01% -45 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; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,530 shares; 2026Q1: 3,330 shares; 2026Q2: 2,480 shares 2,480 $228K 0.01% -850 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,007 shares 8,007 $226K 0.01% 0 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; 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; 2026Q2: 20,700 shares 20,700 $224K 0.01% 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; 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; 2026Q2: 5,271 shares 5,271 $223K 0.01% +350 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,631 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $211K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096 shares 1,096 $203K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,447 shares 1,447 $203K 0.01% new Timeline 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; 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; 2026Q2: 25,000 shares 25,000 $42.5K <0.01% +6,000 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; 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; 2026Q2: 12,250 shares 12,250 $14K <0.01% 0 Timeline