VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,251 shares; 2025Q1: 137,651 shares; 2025Q2: 172,403 shares; 2025Q3: 172,685 shares; 2025Q4: 173,282 shares; 2026Q1: 185,502 shares 185,502 $59.5M 16.67% +12,220 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,198 shares; 2025Q1: 101,321 shares; 2025Q2: 100,225 shares; 2025Q3: 100,357 shares; 2025Q4: 99,528 shares; 2026Q1: 96,289 shares 96,289 $24.4M 6.85% -3,239 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184,801 shares; 2025Q1: 185,173 shares; 2025Q2: 194,185 shares; 2025Q3: 192,790 shares; 2025Q4: 192,916 shares; 2026Q1: 215,721 shares 215,721 $13.8M 3.87% +22,805 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249,813 shares; 2025Q1: 248,497 shares; 2025Q2: 241,234 shares; 2025Q3: 234,992 shares; 2025Q4: 233,261 shares; 2026Q1: 233,519 shares 233,519 $11.6M 3.24% +258 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,750 shares; 2025Q1: 48,845 shares; 2025Q2: 48,556 shares; 2025Q3: 48,929 shares; 2025Q4: 48,948 shares; 2026Q1: 51,356 shares 51,356 $10.7M 3% +2,408 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,458 shares; 2025Q1: 30,655 shares; 2025Q2: 29,805 shares; 2025Q3: 29,752 shares; 2025Q4: 29,616 shares; 2026Q1: 30,682 shares 30,682 $8.8M 2.47% +1,066 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 539,756 shares; 2025Q1: 551,015 shares; 2025Q2: 555,855 shares; 2025Q3: 596,045 shares; 2025Q4: 590,010 shares; 2026Q1: 664,411 shares 664,411 $7.23M 2.03% +74,401 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,125 shares; 2025Q1: 48,865 shares; 2025Q2: 54,160 shares; 2025Q3: 53,798 shares; 2025Q4: 54,840 shares; 2026Q1: 59,844 shares 59,844 $6.85M 1.92% +5,004 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,312 shares; 2025Q1: 34,724 shares; 2025Q2: 39,458 shares; 2025Q3: 38,732 shares; 2025Q4: 38,754 shares; 2026Q1: 36,883 shares 36,883 $6.26M 1.75% -1,871 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,006 shares; 2025Q1: 15,281 shares; 2025Q2: 15,019 shares; 2025Q3: 14,855 shares; 2025Q4: 14,883 shares; 2026Q1: 15,800 shares 15,800 $5.85M 1.64% +917 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,770 shares; 2025Q1: 111,096 shares; 2025Q2: 109,921 shares; 2025Q3: 109,312 shares; 2025Q4: 111,383 shares; 2026Q1: 119,102 shares 119,102 $5.7M 1.6% +7,719 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,892 shares; 2025Q1: 191,509 shares; 2025Q2: 198,269 shares; 2025Q3: 199,740 shares; 2025Q4: 214,700 shares; 2026Q1: 225,655 shares 225,655 $5.24M 1.47% +10,955 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,640 shares; 2025Q1: 78,874 shares; 2025Q2: 79,124 shares; 2025Q3: 95,681 shares; 2025Q4: 98,193 shares; 2026Q1: 116,590 shares 116,590 $4.93M 1.38% +18,397 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,843 shares; 2025Q1: 82,297 shares; 2025Q2: 83,432 shares; 2025Q3: 82,459 shares; 2025Q4: 85,155 shares; 2026Q1: 85,079 shares 85,079 $4.27M 1.2% -76 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,300 shares; 2025Q1: 10,855 shares; 2025Q2: 11,143 shares; 2025Q3: 11,239 shares; 2025Q4: 11,068 shares; 2026Q1: 23,835 shares 23,835 $4.16M 1.16% +12,767 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,087 shares; 2025Q1: 120,282 shares; 2025Q2: 133,613 shares; 2025Q3: 129,857 shares; 2025Q4: 129,145 shares; 2026Q1: 127,565 shares 127,565 $4.14M 1.16% -1,580 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,906 shares; 2025Q1: 4,782 shares; 2025Q2: 5,889 shares; 2025Q3: 5,905 shares; 2025Q4: 6,036 shares; 2026Q1: 6,828 shares 6,828 $3.94M 1.1% +792 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143,026 shares; 2025Q1: 137,046 shares; 2025Q2: 138,031 shares; 2025Q3: 135,871 shares; 2025Q4: 135,907 shares; 2026Q1: 135,289 shares 135,289 $3.92M 1.1% -618 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,990 shares; 2025Q1: 81,094 shares; 2025Q2: 80,621 shares; 2025Q3: 66,817 shares; 2025Q4: 65,391 shares; 2026Q1: 64,773 shares 64,773 $3.79M 1.06% -618 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,139 shares; 2025Q1: 22,325 shares; 2025Q2: 41,932 shares; 2025Q3: 53,001 shares; 2025Q4: 51,227 shares; 2026Q1: 45,647 shares 45,647 $3.68M 1.03% -5,580 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,464 shares; 2025Q1: 24,830 shares; 2025Q2: 36,309 shares; 2025Q3: 36,722 shares; 2025Q4: 36,349 shares; 2026Q1: 36,625 shares 36,625 $3.42M 0.96% +276 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171,295 shares; 2025Q1: 171,855 shares; 2025Q2: 170,763 shares; 2025Q3: 178,351 shares; 2025Q4: 178,331 shares; 2026Q1: 177,732 shares 177,732 $3.37M 0.94% -599 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,635 shares; 2025Q1: 79,093 shares; 2025Q2: 80,553 shares; 2025Q3: 81,988 shares; 2025Q4: 90,606 shares; 2026Q1: 93,217 shares 93,217 $3.12M 0.88% +2,611 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,008 shares; 2025Q1: 114,708 shares; 2025Q2: 119,874 shares; 2025Q3: 118,539 shares; 2025Q4: 118,779 shares; 2026Q1: 122,135 shares 122,135 $3.07M 0.86% +3,356 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,145 shares; 2025Q1: 75,492 shares; 2025Q2: 84,684 shares; 2025Q3: 85,687 shares; 2025Q4: 95,996 shares; 2026Q1: 100,712 shares 100,712 $3.03M 0.85% +4,716 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,023 shares; 2025Q1: 62,619 shares; 2025Q2: 64,272 shares; 2025Q3: 60,398 shares; 2025Q4: 59,745 shares; 2026Q1: 64,346 shares 64,346 $3.01M 0.84% +4,601 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,204 shares; 2025Q1: 33,358 shares; 2025Q2: 31,600 shares; 2025Q3: 28,927 shares; 2025Q4: 26,874 shares; 2026Q1: 26,251 shares 26,251 $2.98M 0.83% -623 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,888 shares; 2025Q1: 46,802 shares; 2025Q2: 45,005 shares; 2025Q3: 47,363 shares; 2025Q4: 48,437 shares; 2026Q1: 54,214 shares 54,214 $2.6M 0.73% +5,777 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,641 shares; 2025Q1: 33,090 shares; 2025Q2: 38,303 shares; 2025Q3: 36,910 shares; 2025Q4: 36,529 shares; 2026Q1: 36,249 shares 36,249 $2.6M 0.73% -280 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,310 shares; 2025Q1: 27,211 shares; 2025Q2: 46,873 shares; 2025Q3: 45,823 shares; 2025Q4: 45,515 shares; 2026Q1: 47,936 shares 47,936 $2.49M 0.7% +2,421 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,390 shares; 2025Q1: 60,203 shares; 2025Q2: 59,136 shares; 2025Q3: 57,819 shares; 2025Q4: 57,723 shares; 2026Q1: 57,811 shares 57,811 $2.46M 0.69% +88 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,265 shares; 2025Q1: 41,541 shares; 2025Q2: 41,611 shares; 2025Q3: 42,349 shares; 2025Q4: 46,294 shares; 2026Q1: 46,156 shares 46,156 $2.41M 0.67% -138 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,238 shares; 2025Q1: 87,122 shares; 2025Q2: 94,359 shares; 2025Q3: 92,633 shares; 2025Q4: 89,330 shares; 2026Q1: 98,758 shares 98,758 $2.4M 0.67% +9,428 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,840 shares; 2026Q1: 26,195 shares 26,195 $2.38M 0.67% -645 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,105 shares; 2025Q1: 9,531 shares; 2025Q2: 10,226 shares; 2025Q3: 10,359 shares; 2025Q4: 11,146 shares; 2026Q1: 10,939 shares 10,939 $2.26M 0.63% -207 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,270 shares; 2025Q1: 53,406 shares; 2025Q2: 54,868 shares; 2025Q3: 53,268 shares; 2025Q4: 53,429 shares; 2026Q1: 53,482 shares 53,482 $2.18M 0.61% +53 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,388 shares; 2025Q1: 6,037 shares; 2025Q2: 7,140 shares; 2025Q3: 17,514 shares; 2025Q4: 17,332 shares; 2026Q1: 21,960 shares 21,960 $2.16M 0.61% +4,628 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,160 shares; 2025Q1: 39,188 shares; 2025Q2: 40,751 shares; 2025Q3: 40,465 shares; 2025Q4: 39,003 shares; 2026Q1: 38,569 shares 38,569 $2.13M 0.6% -434 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,836 shares; 2025Q1: 3,110 shares; 2025Q2: 3,098 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares; 2026Q1: 3,082 shares 3,082 $2M 0.56% -1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,467 shares; 2025Q1: 16,365 shares; 2025Q2: 15,359 shares; 2025Q3: 15,006 shares; 2025Q4: 14,028 shares; 2026Q1: 13,756 shares 13,756 $2M 0.56% -272 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,012 shares; 2025Q1: 47,169 shares; 2025Q2: 45,622 shares; 2025Q3: 42,661 shares; 2025Q4: 42,511 shares; 2026Q1: 42,011 shares 42,011 $1.99M 0.56% -500 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,968 shares; 2025Q1: 76,631 shares; 2025Q2: 86,627 shares; 2025Q3: 87,223 shares; 2025Q4: 92,879 shares; 2026Q1: 92,093 shares 92,093 $1.78M 0.5% -786 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,301 shares; 2025Q1: 18,846 shares; 2025Q2: 19,325 shares; 2025Q3: 19,329 shares; 2025Q4: 19,012 shares; 2026Q1: 18,905 shares 18,905 $1.76M 0.49% -107 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,848 shares; 2025Q1: 5,370 shares; 2025Q2: 5,574 shares; 2025Q3: 5,546 shares; 2025Q4: 5,763 shares; 2026Q1: 5,969 shares 5,969 $1.76M 0.49% +206 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,308 shares; 2025Q1: 9,328 shares; 2025Q2: 9,438 shares; 2025Q3: 9,288 shares; 2025Q4: 9,206 shares; 2026Q1: 9,106 shares 9,106 $1.75M 0.49% -100 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,281 shares; 2025Q2: 19,676 shares; 2025Q3: 30,477 shares; 2025Q4: 31,116 shares; 2026Q1: 44,714 shares 44,714 $1.66M 0.47% +13,598 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,329 shares; 2025Q1: 16,396 shares; 2025Q2: 16,522 shares; 2025Q3: 15,393 shares; 2025Q4: 17,702 shares; 2026Q1: 17,546 shares 17,546 $1.61M 0.45% -156 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,019 shares; 2025Q1: 8,212 shares; 2025Q2: 9,645 shares; 2025Q3: 10,412 shares; 2025Q4: 11,873 shares; 2026Q1: 12,709 shares 12,709 $1.53M 0.43% +836 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,353 shares; 2025Q1: 25,738 shares; 2025Q2: 28,360 shares; 2025Q3: 44,272 shares; 2025Q4: 47,353 shares; 2026Q1: 67,555 shares 67,555 $1.52M 0.43% +20,202 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,534 shares; 2025Q1: 19,517 shares; 2025Q2: 25,733 shares; 2025Q3: 35,450 shares; 2025Q4: 47,879 shares; 2026Q1: 52,625 shares 52,625 $1.51M 0.42% +4,746 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,489 shares; 2025Q1: 50,361 shares; 2025Q2: 52,635 shares; 2025Q3: 51,207 shares; 2025Q4: 53,298 shares; 2026Q1: 53,724 shares 53,724 $1.51M 0.42% +426 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,230 shares; 2025Q1: 6,412 shares; 2025Q2: 6,412 shares; 2025Q3: 6,413 shares; 2025Q4: 6,188 shares; 2026Q1: 6,088 shares 6,088 $1.5M 0.42% -100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,327 shares; 2025Q1: 2,365 shares; 2025Q2: 2,853 shares; 2025Q3: 2,941 shares; 2025Q4: 2,836 shares; 2026Q1: 4,021 shares 4,021 $1.49M 0.42% +1,185 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,971 shares; 2025Q1: 52,437 shares; 2025Q2: 50,883 shares; 2025Q3: 52,613 shares; 2025Q4: 54,466 shares; 2026Q1: 56,992 shares 56,992 $1.41M 0.4% +2,526 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,886 shares; 2025Q1: 21,956 shares; 2025Q2: 22,043 shares; 2025Q3: 23,193 shares; 2025Q4: 23,332 shares; 2026Q1: 23,282 shares 23,282 $1.41M 0.4% -50 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,168 shares; 2025Q1: 39,671 shares; 2025Q2: 38,169 shares; 2025Q3: 36,244 shares; 2025Q4: 32,710 shares; 2026Q1: 31,126 shares 31,126 $1.37M 0.38% -1,584 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,415 shares; 2025Q1: 16,056 shares; 2025Q2: 15,595 shares; 2025Q3: 14,682 shares; 2025Q4: 14,512 shares; 2026Q1: 14,400 shares 14,400 $1.36M 0.38% -112 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,719 shares; 2025Q3: 17,989 shares; 2025Q4: 18,105 shares; 2026Q1: 18,635 shares 18,635 $1.36M 0.38% +530 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,493 shares; 2025Q1: 28,598 shares; 2025Q2: 30,245 shares; 2025Q3: 29,740 shares; 2025Q4: 29,031 shares; 2026Q1: 27,961 shares 27,961 $1.31M 0.37% -1,070 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,180 shares; 2025Q1: 77,328 shares; 2025Q2: 111,392 shares; 2025Q3: 111,980 shares; 2025Q4: 111,307 shares; 2026Q1: 112,180 shares 112,180 $1.29M 0.36% +873 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,031 shares; 2025Q1: 7,154 shares; 2025Q2: 7,554 shares; 2025Q3: 8,003 shares; 2025Q4: 8,835 shares; 2026Q1: 13,695 shares 13,695 $1.23M 0.35% +4,860 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,975 shares; 2025Q1: 9,586 shares; 2025Q2: 9,608 shares; 2025Q3: 9,550 shares; 2025Q4: 8,545 shares; 2026Q1: 8,546 shares 8,546 $1.19M 0.33% +1 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,712 shares; 2025Q1: 69,052 shares; 2025Q2: 68,336 shares; 2025Q3: 47,223 shares; 2025Q4: 43,004 shares; 2026Q1: 40,813 shares 40,813 $1.16M 0.33% -2,191 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,060 shares; 2025Q1: 90,477 shares; 2025Q2: 90,598 shares; 2025Q3: 88,403 shares; 2025Q4: 85,879 shares; 2026Q1: 72,827 shares 72,827 $1.09M 0.31% -13,052 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,206 shares; 2025Q1: 6,472 shares; 2025Q2: 6,624 shares; 2025Q3: 6,424 shares; 2025Q4: 6,504 shares; 2026Q1: 6,504 shares 6,504 $1.08M 0.3% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 3,361 shares; 2025Q2: 3,086 shares; 2025Q3: 3,086 shares; 2025Q4: 3,096 shares; 2026Q1: 3,254 shares 3,254 $1.07M 0.3% +158 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,223 shares; 2025Q1: 12,380 shares; 2025Q2: 12,577 shares; 2025Q3: 12,557 shares; 2025Q4: 12,488 shares; 2026Q1: 12,382 shares 12,382 $1.05M 0.29% -106 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,334 shares; 2025Q1: 31,062 shares; 2025Q2: 32,005 shares; 2025Q3: 32,201 shares; 2025Q4: 33,998 shares; 2026Q1: 37,109 shares 37,109 $1.04M 0.29% +3,111 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 13,849 shares; 2025Q3: 13,849 shares; 2025Q4: 13,849 shares; 2026Q1: 13,849 shares 13,849 $1.04M 0.29% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,125 shares; 2025Q1: 1,160 shares; 2025Q2: 1,144 shares; 2025Q3: 1,146 shares; 2025Q4: 1,301 shares; 2026Q1: 1,704 shares 1,704 $1.02M 0.29% +403 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,513 shares; 2025Q1: 27,668 shares; 2025Q2: 27,435 shares; 2025Q3: 27,435 shares; 2025Q4: 26,320 shares; 2026Q1: 25,996 shares 25,996 $984K 0.28% -324 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,601 shares; 2025Q1: 91,812 shares; 2025Q2: 138,161 shares; 2025Q3: 142,766 shares; 2025Q4: 135,353 shares; 2026Q1: 134,852 shares 134,852 $956K 0.27% -501 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,728 shares; 2025Q1: 13,544 shares; 2025Q2: 14,321 shares; 2025Q3: 14,030 shares; 2025Q4: 13,384 shares; 2026Q1: 12,943 shares 12,943 $941K 0.26% -441 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,181 shares; 2025Q1: 3,033 shares; 2025Q2: 3,107 shares; 2025Q3: 3,009 shares; 2025Q4: 3,162 shares; 2026Q1: 3,241 shares 3,241 $932K 0.26% +79 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,225 shares; 2025Q1: 13,521 shares; 2025Q2: 13,727 shares; 2025Q3: 13,502 shares; 2025Q4: 13,327 shares; 2026Q1: 13,227 shares 13,227 $916K 0.26% -100 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,127 shares; 2025Q2: not reported; 2025Q3: 12,093 shares; 2025Q4: 15,442 shares; 2026Q1: 16,978 shares 16,978 $872K 0.24% +1,536 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,555 shares; 2025Q1: 7,170 shares; 2025Q2: 6,765 shares; 2025Q3: 6,596 shares; 2025Q4: 6,629 shares; 2026Q1: 6,758 shares 6,758 $840K 0.24% +129 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,888 shares; 2025Q1: 3,833 shares; 2025Q2: 3,733 shares; 2025Q3: 3,723 shares; 2025Q4: 3,623 shares; 2026Q1: 3,384 shares 3,384 $826K 0.23% -239 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,111 shares; 2025Q4: 5,470 shares; 2026Q1: 6,793 shares 6,793 $823K 0.23% +1,323 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,535 shares; 2025Q1: 2,174 shares; 2025Q2: 2,266 shares; 2025Q3: 2,426 shares; 2025Q4: 2,389 shares; 2026Q1: 2,642 shares 2,642 $818K 0.23% +253 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,939 shares; 2025Q1: 3,829 shares; 2025Q2: 3,659 shares; 2025Q3: 3,489 shares; 2025Q4: 3,361 shares; 2026Q1: 3,334 shares 3,334 $808K 0.23% -27 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,182 shares; 2025Q1: 11,933 shares; 2025Q2: 12,693 shares; 2025Q3: 12,288 shares; 2025Q4: 12,179 shares; 2026Q1: 12,179 shares 12,179 $804K 0.23% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,113 shares; 2025Q1: 4,641 shares; 2025Q2: 4,551 shares; 2025Q3: 4,386 shares; 2025Q4: 4,150 shares; 2026Q1: 4,025 shares 4,025 $796K 0.22% -125 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,838 shares; 2025Q1: 22,239 shares; 2025Q2: 21,710 shares; 2025Q3: 21,530 shares; 2025Q4: 22,305 shares; 2026Q1: 22,255 shares 22,255 $795K 0.22% -50 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,891 shares; 2025Q1: 41,132 shares; 2025Q2: 42,335 shares; 2025Q3: 39,108 shares; 2025Q4: 39,208 shares; 2026Q1: 34,977 shares 34,977 $781K 0.22% -4,231 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,383 shares; 2025Q1: 11,561 shares; 2025Q2: 10,361 shares; 2025Q3: 9,921 shares; 2025Q4: 9,881 shares; 2026Q1: 9,681 shares 9,681 $771K 0.22% -200 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,458 shares; 2025Q1: 50,272 shares; 2025Q2: 47,885 shares; 2025Q3: 40,912 shares; 2025Q4: 35,874 shares; 2026Q1: 35,771 shares 35,771 $757K 0.21% -103 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,802 shares; 2025Q1: 9,551 shares; 2025Q2: 10,351 shares; 2025Q3: 10,351 shares; 2025Q4: 9,881 shares; 2026Q1: 9,754 shares 9,754 $757K 0.21% -127 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,991 shares; 2025Q3: 14,916 shares; 2025Q4: 15,499 shares; 2026Q1: 14,899 shares 14,899 $750K 0.21% -600 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,463 shares; 2025Q1: 3,857 shares; 2025Q2: 4,162 shares; 2025Q3: 4,000 shares; 2025Q4: 4,002 shares; 2026Q1: 3,985 shares 3,985 $743K 0.21% -17 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,141 shares; 2025Q1: 11,200 shares; 2025Q2: 11,129 shares; 2025Q3: 11,331 shares; 2025Q4: 11,391 shares; 2026Q1: 11,368 shares 11,368 $696K 0.19% -23 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,423 shares; 2025Q1: 1,466 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,307 shares; 2026Q1: 1,382 shares 1,382 $691K 0.19% +75 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,729 shares; 2025Q1: 10,426 shares; 2025Q2: 10,143 shares; 2025Q3: 10,043 shares; 2025Q4: 10,060 shares; 2026Q1: 9,913 shares 9,913 $688K 0.19% -147 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 929 shares; 2025Q3: 938 shares; 2025Q4: 1,243 shares; 2026Q1: 1,435 shares 1,435 $688K 0.19% +192 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 716 shares; 2025Q1: 1,135 shares; 2025Q2: 1,141 shares; 2025Q3: 1,345 shares; 2025Q4: 1,156 shares; 2026Q1: 1,051 shares 1,051 $687K 0.19% -105 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,776 shares; 2025Q1: 6,426 shares; 2025Q2: 6,357 shares; 2025Q3: 5,992 shares; 2025Q4: 5,692 shares; 2026Q1: 5,569 shares 5,569 $672K 0.19% -123 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,254 shares; 2025Q1: 6,324 shares; 2025Q2: 6,322 shares; 2025Q3: 6,182 shares; 2025Q4: 5,932 shares; 2026Q1: 5,834 shares 5,834 $656K 0.18% -98 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,202 shares; 2025Q2: 2,218 shares; 2025Q3: 2,231 shares; 2025Q4: 2,458 shares; 2026Q1: 2,629 shares 2,629 $643K 0.18% +171 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,880 shares; 2026Q1: 17,173 shares 17,173 $631K 0.18% +12,293 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,578 shares; 2025Q1: 12,734 shares; 2025Q2: 12,418 shares; 2025Q3: 12,281 shares; 2025Q4: 12,081 shares; 2026Q1: 11,608 shares 11,608 $628K 0.18% -473 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 671 shares; 2025Q1: 776 shares; 2025Q2: 825 shares; 2025Q3: 838 shares; 2025Q4: 829 shares; 2026Q1: 1,092 shares 1,092 $625K 0.18% +263 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,794 shares; 2025Q1: 14,776 shares; 2025Q2: 14,776 shares; 2025Q3: 14,776 shares; 2025Q4: 14,309 shares; 2026Q1: 13,609 shares 13,609 $621K 0.17% -700 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 817 shares; 2025Q3: 822 shares; 2025Q4: 901 shares; 2026Q1: 873 shares 873 $618K 0.17% -28 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,162 shares; 2025Q1: 15,164 shares; 2025Q2: 14,959 shares; 2025Q3: 14,860 shares; 2025Q4: 14,761 shares; 2026Q1: 14,761 shares 14,761 $596K 0.17% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 1,459 shares; 2025Q4: 1,750 shares; 2026Q1: 2,189 shares 2,189 $592K 0.17% +439 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,293 shares; 2025Q1: 1,584 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,783 shares; 2026Q1: 1,927 shares 1,927 $582K 0.16% +144 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,913 shares; 2025Q1: 4,103 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,420 shares; 2026Q1: 4,409 shares 4,409 $582K 0.16% -11 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,928 shares; 2026Q1: 4,421 shares 4,421 $569K 0.16% +2,493 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,613 shares; 2025Q4: 7,611 shares; 2026Q1: 7,527 shares 7,527 $567K 0.16% -84 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,348 shares; 2026Q1: 7,348 shares 7,348 $562K 0.16% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 448 shares; 2025Q4: 476 shares; 2026Q1: 605 shares 605 $556K 0.16% +129 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 390 shares; 2025Q1: 395 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $554K 0.16% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,397 shares; 2025Q1: 10,921 shares; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 10,593 shares; 2026Q1: 10,192 shares 10,192 $553K 0.15% -401 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,112 shares; 2025Q1: 2,952 shares; 2025Q2: 2,876 shares; 2025Q3: 2,783 shares; 2025Q4: 2,683 shares; 2026Q1: 2,854 shares 2,854 $551K 0.15% +171 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 1,087 shares; 2026Q1: 2,450 shares 2,450 $532K 0.15% +1,363 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 7,102 shares 7,102 $529K 0.15% +3,539 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,641 shares; 2025Q1: 11,028 shares; 2025Q2: 11,028 shares; 2025Q3: 10,871 shares; 2025Q4: 10,620 shares; 2026Q1: 10,812 shares 10,812 $521K 0.15% +192 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652 shares; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 892 shares; 2026Q1: 936 shares 936 $514K 0.14% +44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,916 shares; 2025Q1: 5,004 shares; 2025Q2: 4,965 shares; 2025Q3: 4,969 shares; 2025Q4: 4,964 shares; 2026Q1: 4,969 shares 4,969 $485K 0.14% +5 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,172 shares; 2025Q1: 20,314 shares; 2025Q2: 19,218 shares; 2025Q3: 19,018 shares; 2025Q4: 18,455 shares; 2026Q1: 18,623 shares 18,623 $484K 0.14% +168 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,030 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $478K 0.13% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,263 shares; 2025Q1: 5,263 shares; 2025Q2: 5,263 shares; 2025Q3: 5,263 shares; 2025Q4: 5,101 shares; 2026Q1: 5,101 shares 5,101 $476K 0.13% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,652 shares; 2025Q1: 3,990 shares; 2025Q2: 4,700 shares; 2025Q3: 5,681 shares; 2025Q4: 9,338 shares; 2026Q1: 11,048 shares 11,048 $476K 0.13% +1,710 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,374 shares; 2025Q1: 3,499 shares; 2025Q2: 2,838 shares; 2025Q3: 2,842 shares; 2025Q4: 4,726 shares; 2026Q1: 5,214 shares 5,214 $471K 0.13% +488 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 705 shares; 2025Q1: 679 shares; 2025Q2: 683 shares; 2025Q3: 713 shares; 2025Q4: 718 shares; 2026Q1: 776 shares 776 $469K 0.13% +58 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,875 shares; 2025Q2: 10,012 shares; 2025Q3: 12,162 shares; 2025Q4: 9,914 shares; 2026Q1: 11,198 shares 11,198 $466K 0.13% +1,284 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,293 shares; 2025Q1: 5,970 shares; 2025Q2: 5,918 shares; 2025Q3: 5,818 shares; 2025Q4: 5,718 shares; 2026Q1: 5,693 shares 5,693 $466K 0.13% -25 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,563 shares; 2025Q1: 2,870 shares; 2025Q2: 2,995 shares; 2025Q3: 2,909 shares; 2025Q4: 2,927 shares; 2026Q1: 3,166 shares 3,166 $457K 0.13% +239 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,420 shares; 2025Q1: 2,434 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,484 shares 2,484 $453K 0.13% -150 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,300 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $451K 0.13% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,597 shares; 2025Q1: 4,467 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares 4,648 $448K 0.13% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,950 shares; 2025Q1: 4,720 shares; 2025Q2: 4,877 shares; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,642 shares 4,642 $448K 0.13% -65 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,660 shares; 2025Q1: 11,573 shares; 2025Q2: 11,861 shares; 2025Q3: 11,771 shares; 2025Q4: 11,910 shares; 2026Q1: 12,089 shares 12,089 $447K 0.13% +179 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,628 shares; 2025Q1: 4,776 shares; 2025Q2: 4,836 shares; 2025Q3: 4,856 shares; 2025Q4: 4,891 shares; 2026Q1: 4,916 shares 4,916 $440K 0.12% +25 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,938 shares; 2026Q1: 14,938 shares 14,938 $435K 0.12% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,059 shares; 2026Q1: 3,646 shares 3,646 $433K 0.12% -413 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,226 shares; 2025Q3: 10,605 shares; 2025Q4: 10,160 shares; 2026Q1: 10,160 shares 10,160 $429K 0.12% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,146 shares; 2025Q1: 1,149 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,207 shares; 2026Q1: 1,202 shares 1,202 $428K 0.12% -5 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,230 shares; 2026Q1: 1,980 shares 1,980 $426K 0.12% -250 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares 2,304 $420K 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,662 shares; 2025Q1: 4,766 shares; 2025Q2: 4,692 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares 4,594 $407K 0.11% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,216 shares; 2025Q1: 18,320 shares; 2025Q2: 18,739 shares; 2025Q3: 18,344 shares; 2025Q4: 18,091 shares; 2026Q1: 18,096 shares 18,096 $407K 0.11% +5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,890 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,948 shares; 2026Q1: 1,869 shares 1,869 $406K 0.11% -79 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,015 shares; 2026Q1: 7,043 shares 7,043 $401K 0.11% +28 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,383 shares; 2025Q4: 1,646 shares; 2026Q1: 1,911 shares 1,911 $394K 0.11% +265 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,146 shares; 2025Q4: 9,196 shares; 2026Q1: 9,196 shares 9,196 $390K 0.11% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,694 shares; 2025Q1: 8,486 shares; 2025Q2: 8,486 shares; 2025Q3: 8,486 shares; 2025Q4: 8,086 shares; 2026Q1: 7,993 shares 7,993 $389K 0.11% -93 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,191 shares; 2026Q1: 1,914 shares 1,914 $389K 0.11% +723 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,746 shares; 2025Q2: 9,914 shares; 2025Q3: 9,964 shares; 2025Q4: 9,845 shares; 2026Q1: 9,845 shares 9,845 $384K 0.11% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 345 shares; 2026Q1: 399 shares 399 $384K 0.11% +54 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,739 shares; 2025Q3: 11,127 shares; 2025Q4: 12,040 shares; 2026Q1: 12,612 shares 12,612 $369K 0.1% +572 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,901 shares; 2025Q1: 14,901 shares; 2025Q2: 14,907 shares; 2025Q3: 14,901 shares; 2025Q4: 14,901 shares; 2026Q1: 14,901 shares 14,901 $369K 0.1% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,197 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,815 shares 14,815 $360K 0.1% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,875 shares; 2025Q1: 2,042 shares; 2025Q2: 2,061 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 1,818 shares 1,818 $353K 0.1% -260 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,378 shares; 2025Q1: 5,108 shares; 2025Q2: 4,858 shares; 2025Q3: 4,698 shares; 2025Q4: 4,198 shares; 2026Q1: 4,248 shares 4,248 $350K 0.1% +50 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,088 shares; 2026Q1: 2,123 shares 2,123 $349K 0.1% +35 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,728 shares; 2025Q1: 2,974 shares; 2025Q2: 3,179 shares; 2025Q3: 3,170 shares; 2025Q4: 3,171 shares; 2026Q1: 3,023 shares 3,023 $348K 0.1% -148 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 344 shares 344 $343K 0.1% +109 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,192 shares; 2025Q3: 1,205 shares; 2025Q4: 1,145 shares; 2026Q1: 1,722 shares 1,722 $341K 0.1% +577 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 382 shares; 2026Q1: 379 shares 379 $328K 0.09% -3 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,603 shares; 2025Q2: 12,753 shares; 2025Q3: 15,855 shares; 2025Q4: 13,394 shares; 2026Q1: 14,516 shares 14,516 $323K 0.09% +1,122 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,722 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,575 shares; 2026Q1: 1,550 shares 1,550 $323K 0.09% -25 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,625 shares; 2025Q1: 8,605 shares; 2025Q2: 8,474 shares; 2025Q3: 8,420 shares; 2025Q4: 8,421 shares; 2026Q1: 8,423 shares 8,423 $322K 0.09% +2 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,249 shares; 2025Q1: 16,110 shares; 2025Q2: 17,429 shares; 2025Q3: 18,348 shares; 2025Q4: 17,153 shares; 2026Q1: 19,422 shares 19,422 $319K 0.09% +2,269 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,726 shares; 2025Q1: 6,728 shares; 2025Q2: 6,630 shares; 2025Q3: 6,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares 6,432 $315K 0.09% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,869 shares; 2025Q1: 10,961 shares; 2025Q2: 13,423 shares; 2025Q3: 16,843 shares; 2025Q4: 16,880 shares; 2026Q1: 20,010 shares 20,010 $315K 0.09% +3,130 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,097 shares 18,097 $312K 0.09% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,117 shares; 2025Q1: 5,118 shares; 2025Q2: 5,122 shares; 2025Q3: 5,126 shares; 2025Q4: 5,030 shares; 2026Q1: 5,034 shares 5,034 $311K 0.09% +4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 1,848 shares; 2026Q1: 1,873 shares 1,873 $307K 0.09% +25 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,900 shares; 2025Q1: 4,340 shares; 2025Q2: 4,213 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,017 shares 4,017 $305K 0.09% -230 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,665 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,479 shares; 2026Q1: 1,439 shares 1,439 $304K 0.09% -40 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,835 shares 2,835 $294K 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,146 shares; 2025Q1: 2,248 shares; 2025Q2: 2,239 shares; 2025Q3: 2,240 shares; 2025Q4: 2,242 shares; 2026Q1: 2,243 shares 2,243 $294K 0.08% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 295 shares; 2025Q4: 299 shares; 2026Q1: 343 shares 343 $290K 0.08% +44 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,599 shares; 2025Q1: 8,009 shares; 2025Q2: 7,325 shares; 2025Q3: 7,125 shares; 2025Q4: 6,636 shares; 2026Q1: 6,240 shares 6,240 $287K 0.08% -396 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,563 shares; 2025Q1: 4,603 shares; 2025Q2: 4,653 shares; 2025Q3: 4,753 shares; 2025Q4: 4,407 shares; 2026Q1: 4,457 shares 4,457 $286K 0.08% +50 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,637 shares; 2025Q1: 1,736 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,409 shares; 2026Q1: 1,816 shares 1,816 $282K 0.08% +407 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares 2,875 $281K 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $279K 0.08% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,416 shares; 2025Q1: 5,416 shares; 2025Q2: 5,416 shares; 2025Q3: 5,416 shares; 2025Q4: 5,416 shares; 2026Q1: 5,200 shares 5,200 $275K 0.08% -216 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares 1,386 $272K 0.08% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 541 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 538 shares 538 $267K 0.07% +68 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,809 shares; 2025Q4: 4,766 shares; 2026Q1: 4,709 shares 4,709 $263K 0.07% -57 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,587 shares; 2025Q1: 2,460 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $261K 0.07% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,000 shares; 2025Q1: 7,636 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,930 shares; 2026Q1: 3,544 shares 3,544 $261K 0.07% -386 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,550 shares 4,550 $258K 0.07% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 752 shares 752 $254K 0.07% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,338 shares; 2025Q1: 10,438 shares; 2025Q2: 10,538 shares; 2025Q3: 10,538 shares; 2025Q4: 10,738 shares; 2026Q1: 10,638 shares 10,638 $251K 0.07% -100 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,995 shares; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 3,870 shares; 2025Q4: 3,710 shares; 2026Q1: 3,560 shares 3,560 $247K 0.07% -150 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,959 shares; 2025Q1: 3,736 shares; 2025Q2: 3,906 shares; 2025Q3: 3,906 shares; 2025Q4: 3,952 shares; 2026Q1: 3,390 shares 3,390 $247K 0.07% -562 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,558 shares; 2025Q4: 3,683 shares; 2026Q1: 3,587 shares 3,587 $242K 0.07% -96 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,847 shares; 2025Q3: 4,909 shares; 2025Q4: 4,802 shares; 2026Q1: 4,914 shares 4,914 $240K 0.07% +112 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares 2,155 $239K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,942 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,956 shares; 2026Q1: 1,598 shares 1,598 $235K 0.07% -358 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 954 shares; 2025Q3: 876 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $234K 0.07% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares 1,167 $231K 0.06% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 193 shares; 2025Q4: 2,280 shares; 2026Q1: 2,401 shares 2,401 $231K 0.06% +121 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 644 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 742 shares; 2026Q1: 742 shares 742 $231K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 754 shares 754 $228K 0.06% -14 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $215K 0.06% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 877 shares 877 $207K 0.06% new Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,883 shares; 2025Q1: not reported; 2025Q2: 9,050 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,000 shares 8,000 $206K 0.06% -400 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,868 shares; 2025Q1: 3,918 shares; 2025Q2: 4,158 shares; 2025Q3: 4,318 shares; 2025Q4: 4,042 shares; 2026Q1: 3,842 shares 3,842 $206K 0.06% -200 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares 1,637 $203K 0.06% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares 2,171 $202K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 2,006 shares; 2025Q2: 1,986 shares; 2025Q3: 1,976 shares; 2025Q4: 1,949 shares; 2026Q1: 1,539 shares 1,539 $202K 0.06% -410 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares 3,057 $201K 0.06% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,847 shares; 2025Q1: 14,647 shares; 2025Q2: 16,593 shares; 2025Q3: 16,593 shares; 2025Q4: 16,378 shares; 2026Q1: 17,725 shares 17,725 $187K 0.05% +1,347 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,717 shares; 2025Q1: 20,618 shares; 2025Q2: 20,118 shares; 2025Q3: 18,932 shares; 2025Q4: 17,932 shares; 2026Q1: 17,932 shares 17,932 $144K 0.04% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,643 shares; 2025Q1: 11,643 shares; 2025Q2: 11,643 shares; 2025Q3: 11,643 shares; 2025Q4: 10,204 shares; 2026Q1: 11,638 shares 11,638 $131K 0.04% +1,434 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,519 shares; 2025Q2: 18,519 shares; 2025Q3: 18,519 shares; 2025Q4: 18,519 shares; 2026Q1: 18,519 shares 18,519 $103K 0.03% 0 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,550 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 15,150 shares; 2025Q4: 11,548 shares; 2026Q1: 11,548 shares 11,548 $92.6K 0.03% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,973 shares; 2025Q4: 10,473 shares; 2026Q1: 10,145 shares 10,145 $91.5K 0.03% -328 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,595 shares; 2025Q2: 22,803 shares; 2025Q3: 22,803 shares; 2025Q4: 22,803 shares; 2026Q1: 22,803 shares 22,803 $83.2K 0.02% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $15.7K <0.01% new Timeline