NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,137,344 shares; 2025Q1: 1,134,741 shares; 2025Q2: 1,112,866 shares; 2025Q3: 1,073,543 shares; 2025Q4: 1,043,006 shares; 2026Q1: 985,383 shares 985,383 $172M 4.68% -57,623 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 734,077 shares; 2025Q1: 705,114 shares; 2025Q2: 711,878 shares; 2025Q3: 705,260 shares; 2025Q4: 685,902 shares; 2026Q1: 670,956 shares 670,956 $170M 4.64% -14,946 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516,587 shares; 2025Q1: 516,860 shares; 2025Q2: 526,618 shares; 2025Q3: 524,143 shares; 2025Q4: 521,244 shares; 2026Q1: 514,389 shares 514,389 $148M 4.02% -6,855 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377,308 shares; 2025Q1: 387,654 shares; 2025Q2: 390,270 shares; 2025Q3: 382,294 shares; 2025Q4: 372,154 shares; 2026Q1: 369,142 shares 369,142 $137M 3.72% -3,012 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,451,929 shares; 2025Q1: 1,536,401 shares; 2025Q2: 1,580,727 shares; 2025Q3: 1,597,778 shares; 2025Q4: 1,564,564 shares; 2026Q1: 1,554,661 shares 1,554,661 $99.6M 2.71% -9,903 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 473,274 shares; 2025Q1: 476,826 shares; 2025Q2: 482,938 shares; 2025Q3: 474,083 shares; 2025Q4: 456,399 shares; 2026Q1: 446,944 shares 446,944 $93.1M 2.53% -9,455 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363,637 shares; 2025Q1: 365,438 shares; 2025Q2: 363,026 shares; 2025Q3: 331,459 shares; 2025Q4: 323,301 shares; 2026Q1: 304,462 shares 304,462 $87.6M 2.38% -18,839 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,868 shares; 2025Q1: 298,529 shares; 2025Q2: 290,889 shares; 2025Q3: 278,218 shares; 2025Q4: 266,187 shares; 2026Q1: 257,880 shares 257,880 $75.9M 2.07% -8,307 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,698 shares; 2025Q1: 206,671 shares; 2025Q2: 221,360 shares; 2025Q3: 220,964 shares; 2025Q4: 217,183 shares; 2026Q1: 215,403 shares 215,403 $66.7M 1.82% -1,780 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,750 shares; 2025Q1: 243,464 shares; 2025Q2: 247,020 shares; 2025Q3: 246,690 shares; 2025Q4: 232,756 shares; 2026Q1: 220,848 shares 220,848 $63.4M 1.73% -11,908 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306,930 shares; 2025Q1: 316,338 shares; 2025Q2: 313,011 shares; 2025Q3: 304,743 shares; 2025Q4: 291,326 shares; 2026Q1: 285,553 shares 285,553 $59.1M 1.61% -5,773 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571,359 shares; 2025Q1: 550,387 shares; 2025Q2: 593,386 shares; 2025Q3: 581,197 shares; 2025Q4: 568,058 shares; 2026Q1: 607,222 shares 607,222 $59M 1.61% +39,164 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,430 shares; 2025Q1: 99,296 shares; 2025Q2: 101,088 shares; 2025Q3: 100,568 shares; 2025Q4: 99,877 shares; 2026Q1: 99,367 shares 99,367 $56.9M 1.55% -510 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,095,423 shares; 2025Q1: 1,158,703 shares; 2025Q2: 1,183,712 shares; 2025Q3: 764,595 shares; 2025Q4: 760,466 shares; 2026Q1: 735,416 shares 735,416 $52.3M 1.42% -25,050 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854,006 shares; 2025Q1: 827,556 shares; 2025Q2: 792,742 shares; 2025Q3: 752,378 shares; 2025Q4: 733,330 shares; 2026Q1: 708,900 shares 708,900 $47.9M 1.3% -24,430 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,704 shares; 2025Q1: 204,090 shares; 2025Q2: 205,088 shares; 2025Q3: 201,994 shares; 2025Q4: 195,867 shares; 2026Q1: 185,261 shares 185,261 $45.3M 1.23% -10,606 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,942 shares; 2025Q1: 158,884 shares; 2025Q2: 156,190 shares; 2025Q3: 153,194 shares; 2025Q4: 149,512 shares; 2026Q1: 148,228 shares 148,228 $44.8M 1.22% -1,284 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 398,043 shares; 2025Q1: 394,187 shares; 2025Q2: 390,809 shares; 2025Q3: 386,385 shares; 2025Q4: 377,135 shares; 2026Q1: 355,353 shares 355,353 $44.2M 1.2% -21,782 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,794 shares; 2025Q1: 92,197 shares; 2025Q2: 92,774 shares; 2025Q3: 92,743 shares; 2025Q4: 91,623 shares; 2026Q1: 90,398 shares 90,398 $43.3M 1.18% -1,225 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246,437 shares; 2025Q1: 252,463 shares; 2025Q2: 251,903 shares; 2025Q3: 246,408 shares; 2025Q4: 237,193 shares; 2026Q1: 218,442 shares 218,442 $42.1M 1.15% -18,751 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553,581 shares; 2025Q1: 568,076 shares; 2025Q2: 573,700 shares; 2025Q3: 555,574 shares; 2025Q4: 541,798 shares; 2026Q1: 529,459 shares 529,459 $41.1M 1.12% -12,339 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,777 shares; 2025Q1: 130,092 shares; 2025Q2: 130,761 shares; 2025Q3: 129,838 shares; 2025Q4: 127,293 shares; 2026Q1: 125,419 shares 125,419 $39M 1.06% -1,874 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,024 shares; 2025Q1: 117,062 shares; 2025Q2: 117,708 shares; 2025Q3: 121,566 shares; 2025Q4: 117,362 shares; 2026Q1: 118,264 shares 118,264 $38.9M 1.06% +902 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,003 shares; 2025Q1: 293,480 shares; 2025Q2: 290,725 shares; 2025Q3: 284,785 shares; 2025Q4: 258,273 shares; 2026Q1: 263,159 shares 263,159 $38M 1.04% +4,886 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,039 shares; 2025Q1: 188,357 shares; 2025Q2: 181,339 shares; 2025Q3: 177,556 shares; 2025Q4: 171,575 shares; 2026Q1: 168,181 shares 168,181 $36.6M 1% -3,394 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,087 shares; 2025Q1: 60,252 shares; 2025Q2: 60,125 shares; 2025Q3: 59,962 shares; 2025Q4: 58,149 shares; 2026Q1: 57,054 shares 57,054 $35.2M 0.96% -1,095 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329,636 shares; 2025Q1: 352,761 shares; 2025Q2: 369,596 shares; 2025Q3: 370,347 shares; 2025Q4: 369,308 shares; 2026Q1: 378,740 shares 378,740 $34.3M 0.93% +9,432 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,845 shares; 2025Q1: 267,598 shares; 2025Q2: 287,210 shares; 2025Q3: 284,570 shares; 2025Q4: 277,158 shares; 2026Q1: 275,741 shares 275,741 $34.3M 0.93% -1,417 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,875 shares; 2025Q1: 57,517 shares; 2025Q2: 59,158 shares; 2025Q3: 57,040 shares; 2025Q4: 54,331 shares; 2026Q1: 48,186 shares 48,186 $34.1M 0.93% -6,145 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: restricted; 2024Q4: 46,143 shares; 2025Q1: 48,243 shares; 2025Q2: 50,866 shares; 2025Q3: 49,201 shares; 2025Q4: 47,361 shares; 2026Q1: 47,309 shares 47,309 $33M 0.9% -52 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693,824 shares; 2025Q1: 704,029 shares; 2025Q2: 694,264 shares; 2025Q3: 683,204 shares; 2025Q4: 664,000 shares; 2026Q1: 646,928 shares 646,928 $31.5M 0.86% -17,072 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,451 shares; 2025Q1: 99,311 shares; 2025Q2: 100,298 shares; 2025Q3: 100,506 shares; 2025Q4: 98,708 shares; 2026Q1: 95,896 shares 95,896 $31.3M 0.85% -2,812 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,786 shares; 2025Q1: 70,158 shares; 2025Q2: 69,517 shares; 2025Q3: 69,367 shares; 2025Q4: 69,169 shares; 2026Q1: 69,845 shares 69,845 $31M 0.85% +676 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466,665 shares; 2025Q1: 447,318 shares; 2025Q2: 513,904 shares; 2025Q3: 531,957 shares; 2025Q4: 505,116 shares; 2026Q1: 501,063 shares 501,063 $29.3M 0.8% -4,053 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,833 shares; 2025Q1: 147,054 shares; 2025Q2: 151,428 shares; 2025Q3: 156,377 shares; 2025Q4: 188,388 shares; 2026Q1: 169,772 shares 169,772 $28.8M 0.78% -18,616 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,244 shares; 2025Q1: 286,162 shares; 2025Q2: 299,846 shares; 2025Q3: 311,871 shares; 2025Q4: 306,041 shares; 2026Q1: 304,263 shares 304,263 $28.3M 0.77% -1,778 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 824,205 shares; 2025Q1: 831,426 shares; 2025Q2: 824,418 shares; 2025Q3: 840,843 shares; 2025Q4: 848,705 shares; 2026Q1: 1,145,070 shares 1,145,070 $27.8M 0.76% +296,365 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,931 shares; 2025Q1: 51,760 shares; 2025Q2: 53,144 shares; 2025Q3: 54,294 shares; 2025Q4: 53,574 shares; 2026Q1: 53,163 shares 53,163 $26.1M 0.71% -411 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 3,618 shares; 2025Q2: 3,994 shares; 2025Q3: 25,269 shares; 2025Q4: 25,934 shares; 2026Q1: 28,020 shares 28,020 $25.8M 0.7% +2,086 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,521 shares; 2025Q1: 21,543 shares; 2025Q2: 314,267 shares; 2025Q3: 301,871 shares; 2025Q4: 291,081 shares; 2026Q1: 277,044 shares 277,044 $25.6M 0.7% -14,037 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,639 shares; 2025Q1: 96,038 shares; 2025Q2: 97,403 shares; 2025Q3: 97,359 shares; 2025Q4: 95,550 shares; 2026Q1: 94,946 shares 94,946 $25.3M 0.69% -604 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,926 shares; 2025Q1: 3,778 shares; 2025Q2: 3,737 shares; 2025Q3: 5,857 shares; 2025Q4: 5,669 shares; 2026Q1: 5,932 shares 5,932 $25M 0.68% +263 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,510 shares; 2025Q1: 217,985 shares; 2025Q2: 219,682 shares; 2025Q3: 138,249 shares; 2025Q4: 133,759 shares; 2026Q1: 152,831 shares 152,831 $23.7M 0.65% +19,072 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 449,698 shares; 2025Q1: 469,061 shares; 2025Q2: 484,342 shares; 2025Q3: 489,239 shares; 2025Q4: 455,588 shares; 2026Q1: 468,735 shares 468,735 $23.5M 0.64% +13,147 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,641 shares; 2025Q1: 69,294 shares; 2025Q2: 68,562 shares; 2025Q3: 72,875 shares; 2025Q4: 68,553 shares; 2026Q1: 69,126 shares 69,126 $22.7M 0.62% +573 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,475 shares; 2025Q1: 67,294 shares; 2025Q2: 69,255 shares; 2025Q3: 69,331 shares; 2025Q4: 67,363 shares; 2026Q1: 63,906 shares 63,906 $22.1M 0.6% -3,457 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,956 shares; 2025Q1: 89,314 shares; 2025Q2: 92,276 shares; 2025Q3: 92,146 shares; 2025Q4: 89,461 shares; 2026Q1: 85,997 shares 85,997 $21.4M 0.58% -3,464 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 567,701 shares; 2025Q1: 181,042 shares; 2025Q2: 263,939 shares; 2025Q3: 305,204 shares; 2025Q4: 291,128 shares; 2026Q1: 297,448 shares 297,448 $20.7M 0.56% +6,320 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 250,620 shares; 2025Q2: 261,277 shares; 2025Q3: 261,265 shares; 2025Q4: 258,307 shares; 2026Q1: 254,834 shares 254,834 $20.5M 0.56% -3,473 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,345 shares; 2025Q1: 98,346 shares; 2025Q2: 95,513 shares; 2025Q3: 89,896 shares; 2025Q4: 88,662 shares; 2026Q1: 86,468 shares 86,468 $19.5M 0.53% -2,194 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,631 shares; 2025Q1: 213,837 shares; 2025Q2: 217,701 shares; 2025Q3: 232,065 shares; 2025Q4: 228,878 shares; 2026Q1: 234,131 shares 234,131 $18.6M 0.51% +5,253 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,253 shares; 2025Q1: 153,317 shares; 2025Q2: 157,068 shares; 2025Q3: 164,055 shares; 2025Q4: 160,306 shares; 2026Q1: 154,242 shares 154,242 $18.6M 0.51% -6,064 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,744 shares; 2025Q1: 39,359 shares; 2025Q2: 50,543 shares; 2025Q3: 49,468 shares; 2025Q4: 49,421 shares; 2026Q1: 50,119 shares 50,119 $17.9M 0.49% +698 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: restricted; 2024Q4: 280,020 shares; 2025Q1: 296,335 shares; 2025Q2: 305,984 shares; 2025Q3: 316,240 shares; 2025Q4: 305,842 shares; 2026Q1: 201,596 shares 201,596 $17.9M 0.49% -104,246 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,830 shares; 2025Q1: 20,004 shares; 2025Q2: 19,421 shares; 2025Q3: 18,472 shares; 2025Q4: 17,729 shares; 2026Q1: 17,166 shares 17,166 $16.5M 0.45% -563 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: restricted; 2024Q4: 28,429 shares; 2025Q1: 26,041 shares; 2025Q2: 26,898 shares; 2025Q3: 24,517 shares; 2025Q4: 25,093 shares; 2026Q1: 25,105 shares 25,105 $16.4M 0.45% +12 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321,004 shares; 2025Q1: 319,944 shares; 2025Q2: 321,273 shares; 2025Q3: 315,429 shares; 2025Q4: 305,332 shares; 2026Q1: 301,025 shares 301,025 $16.3M 0.44% -4,307 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,806 shares; 2025Q1: 233,356 shares; 2025Q2: 230,731 shares; 2025Q3: 222,104 shares; 2025Q4: 204,827 shares; 2026Q1: 177,161 shares 177,161 $16.3M 0.44% -27,666 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,668 shares; 2025Q1: 15,611 shares; 2025Q2: 15,777 shares; 2025Q3: 15,087 shares; 2025Q4: 15,047 shares; 2026Q1: 15,819 shares 15,819 $15.8M 0.43% +772 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,471 shares; 2025Q1: 18,617 shares; 2025Q2: 18,088 shares; 2025Q3: 18,377 shares; 2025Q4: 66,395 shares; 2026Q1: 97,697 shares 97,697 $15.7M 0.43% +31,302 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,252 shares; 2025Q1: 227,366 shares; 2025Q2: 234,202 shares; 2025Q3: 236,461 shares; 2025Q4: 226,241 shares; 2026Q1: 230,192 shares 230,192 $15.2M 0.41% +3,951 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,597 shares; 2025Q1: 68,739 shares; 2025Q2: 69,886 shares; 2025Q3: 69,360 shares; 2025Q4: 67,567 shares; 2026Q1: 66,694 shares 66,694 $15M 0.41% -873 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,579 shares; 2025Q1: 41,541 shares; 2025Q2: 42,339 shares; 2025Q3: 41,836 shares; 2025Q4: 41,710 shares; 2026Q1: 39,686 shares 39,686 $14.8M 0.4% -2,024 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,219 shares; 2025Q1: 172,433 shares; 2025Q2: 227,091 shares; 2025Q3: 234,531 shares; 2025Q4: 235,331 shares; 2026Q1: 238,271 shares 238,271 $14.2M 0.39% +2,940 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,850 shares; 2025Q1: 55,763 shares; 2025Q2: 56,588 shares; 2025Q3: 60,242 shares; 2025Q4: 56,004 shares; 2026Q1: 56,361 shares 56,361 $13.7M 0.37% +357 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,948 shares; 2025Q1: 108,920 shares; 2025Q2: 112,498 shares; 2025Q3: 115,528 shares; 2025Q4: 112,932 shares; 2026Q1: 110,931 shares 110,931 $13.4M 0.36% -2,001 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,780 shares; 2025Q1: 92,581 shares; 2025Q2: 103,494 shares; 2025Q3: 106,249 shares; 2025Q4: 105,406 shares; 2026Q1: 111,997 shares 111,997 $13.4M 0.36% +6,591 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,256 shares; 2025Q1: 22,088 shares; 2025Q2: 35,795 shares; 2025Q3: 39,029 shares; 2025Q4: 31,149 shares; 2026Q1: 38,520 shares 38,520 $12.9M 0.35% +7,371 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,242 shares; 2025Q1: 17,016 shares; 2025Q2: 26,791 shares; 2025Q3: 28,495 shares; 2025Q4: 27,914 shares; 2026Q1: 28,726 shares 28,726 $12.8M 0.35% +812 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,156 shares; 2025Q1: 27,982 shares; 2025Q2: 19,108 shares; 2025Q3: 18,940 shares; 2025Q4: 18,931 shares; 2026Q1: 18,594 shares 18,594 $12.7M 0.35% -337 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,011 shares; 2025Q1: 19,004 shares; 2025Q2: 18,143 shares; 2025Q3: 17,469 shares; 2025Q4: 16,309 shares; 2026Q1: 14,796 shares 14,796 $12.5M 0.34% -1,513 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,356 shares; 2025Q1: 23,367 shares; 2025Q2: 23,188 shares; 2025Q3: 21,943 shares; 2025Q4: 21,381 shares; 2026Q1: 19,873 shares 19,873 $12M 0.33% -1,508 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,916 shares; 2025Q1: 34,833 shares; 2025Q2: 35,100 shares; 2025Q3: 34,881 shares; 2025Q4: 32,740 shares; 2026Q1: 33,176 shares 33,176 $11.7M 0.32% +436 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: restricted; 2024Q4: 79,624 shares; 2025Q1: 80,521 shares; 2025Q2: 80,801 shares; 2025Q3: 83,338 shares; 2025Q4: 79,887 shares; 2026Q1: 69,357 shares 69,357 $11.4M 0.31% -10,530 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,230 shares; 2025Q1: 124,916 shares; 2025Q2: 129,398 shares; 2025Q3: 138,166 shares; 2025Q4: 135,664 shares; 2026Q1: 137,620 shares 137,620 $11.4M 0.31% +1,956 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 698,119 shares; 2025Q1: 710,774 shares; 2025Q2: 704,762 shares; 2025Q3: 718,072 shares; 2025Q4: 722,546 shares; 2026Q1: 453,084 shares 453,084 $11.3M 0.31% -269,462 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,038 shares; 2025Q1: 40,567 shares; 2025Q2: 41,943 shares; 2025Q3: 42,851 shares; 2025Q4: 41,063 shares; 2026Q1: 40,116 shares 40,116 $10.9M 0.3% -947 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,707 shares; 2025Q1: 300,248 shares; 2025Q2: 417,115 shares; 2025Q3: 415,312 shares; 2025Q4: 455,243 shares; 2026Q1: 445,536 shares 445,536 $10.7M 0.29% -9,707 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,409 shares; 2025Q1: 52,815 shares; 2025Q2: 51,567 shares; 2025Q3: 49,348 shares; 2025Q4: 47,569 shares; 2026Q1: 45,981 shares 45,981 $10.6M 0.29% -1,588 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,675 shares; 2025Q1: 28,960 shares; 2025Q2: 29,696 shares; 2025Q3: 30,410 shares; 2025Q4: 29,543 shares; 2026Q1: 29,101 shares 29,101 $10.4M 0.28% -442 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,905 shares; 2025Q1: 100,468 shares; 2025Q2: 99,496 shares; 2025Q3: 115,321 shares; 2025Q4: 116,117 shares; 2026Q1: 120,341 shares 120,341 $10.4M 0.28% +4,224 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,545 shares; 2025Q1: 33,357 shares; 2025Q2: 33,743 shares; 2025Q3: 34,220 shares; 2025Q4: 33,231 shares; 2026Q1: 32,114 shares 32,114 $10M 0.27% -1,117 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,457 shares; 2025Q1: 57,278 shares; 2025Q2: 57,932 shares; 2025Q3: 53,552 shares; 2025Q4: 39,428 shares; 2026Q1: 49,604 shares 49,604 $9.84M 0.27% +10,176 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,414 shares; 2025Q1: 65,486 shares; 2025Q2: 61,740 shares; 2025Q3: 57,695 shares; 2025Q4: 54,342 shares; 2026Q1: 53,227 shares 53,227 $9.81M 0.27% -1,115 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,013 shares; 2025Q1: 52,809 shares; 2025Q2: 54,127 shares; 2025Q3: 55,200 shares; 2025Q4: 53,985 shares; 2026Q1: 54,339 shares 54,339 $9.77M 0.27% +354 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,906 shares; 2025Q1: 192,647 shares; 2025Q2: 193,283 shares; 2025Q3: 204,655 shares; 2025Q4: 200,199 shares; 2026Q1: 204,471 shares 204,471 $9.6M 0.26% +4,272 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,477 shares; 2025Q1: 34,574 shares; 2025Q2: 32,621 shares; 2025Q3: 30,953 shares; 2025Q4: 31,759 shares; 2026Q1: 31,032 shares 31,032 $9.38M 0.26% -727 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,366 shares; 2025Q1: 11,579 shares; 2025Q2: 9,164 shares; 2025Q3: 9,548 shares; 2025Q4: 37,132 shares; 2026Q1: 13,687 shares 13,687 $8.9M 0.24% -23,445 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,346 shares; 2025Q1: 86,663 shares; 2025Q2: 76,264 shares; 2025Q3: 75,407 shares; 2025Q4: 74,563 shares; 2026Q1: 74,678 shares 74,678 $8.75M 0.24% +115 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,915 shares; 2025Q1: 109,208 shares; 2025Q2: 117,426 shares; 2025Q3: 49,344 shares; 2025Q4: 47,911 shares; 2026Q1: 45,839 shares 45,839 $8.69M 0.24% -2,072 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,205 shares; 2025Q1: 167,674 shares; 2025Q2: 148,640 shares; 2025Q3: 131,031 shares; 2025Q4: 120,677 shares; 2026Q1: 114,251 shares 114,251 $8.69M 0.24% -6,426 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,517 shares; 2025Q1: 17,681 shares; 2025Q2: 22,716 shares; 2025Q3: 23,721 shares; 2025Q4: 96,272 shares; 2026Q1: 82,824 shares 82,824 $8.66M 0.24% -13,448 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,069 shares; 2025Q1: 4,166 shares; 2025Q2: 8,842 shares; 2025Q3: 10,109 shares; 2025Q4: 11,103 shares; 2026Q1: 11,000 shares 11,000 $8.5M 0.23% -103 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: restricted; 2024Q4: 141,268 shares; 2025Q1: 113,798 shares; 2025Q2: 103,436 shares; 2025Q3: 99,245 shares; 2025Q4: 94,403 shares; 2026Q1: 74,580 shares 74,580 $8.38M 0.23% -19,823 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,982 shares; 2025Q1: 60,180 shares; 2025Q2: 63,098 shares; 2025Q3: 63,690 shares; 2025Q4: 57,706 shares; 2026Q1: 63,237 shares 63,237 $8.35M 0.23% +5,531 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,309 shares; 2025Q1: 42,387 shares; 2025Q2: 44,175 shares; 2025Q3: 39,181 shares; 2025Q4: 38,831 shares; 2026Q1: 37,955 shares 37,955 $7.93M 0.22% -876 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: restricted; 2024Q4: 95,072 shares; 2025Q1: 226,096 shares; 2025Q2: 243,521 shares; 2025Q3: 183,456 shares; 2025Q4: 103,734 shares; 2026Q1: 183,851 shares 183,851 $7.66M 0.21% +80,117 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: restricted; 2024Q4: 38,562 shares; 2025Q1: 38,945 shares; 2025Q2: 34,152 shares; 2025Q3: 32,224 shares; 2025Q4: 30,979 shares; 2026Q1: 30,540 shares 30,540 $7.55M 0.21% -439 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,282 shares; 2025Q1: 59,125 shares; 2025Q2: 59,526 shares; 2025Q3: 58,971 shares; 2025Q4: 57,815 shares; 2026Q1: 56,458 shares 56,458 $7.4M 0.2% -1,357 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,032 shares; 2025Q1: 62,271 shares; 2025Q2: 61,080 shares; 2025Q3: 61,271 shares; 2025Q4: 59,070 shares; 2026Q1: 56,930 shares 56,930 $7.33M 0.2% -2,140 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,988 shares; 2025Q1: 34,436 shares; 2025Q2: 36,527 shares; 2025Q3: 35,438 shares; 2025Q4: 35,021 shares; 2026Q1: 34,737 shares 34,737 $7.23M 0.2% -284 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,916 shares; 2025Q1: 34,404 shares; 2025Q2: 32,745 shares; 2025Q3: 30,731 shares; 2025Q4: 29,406 shares; 2026Q1: 27,467 shares 27,467 $7.07M 0.19% -1,939 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,919 shares; 2025Q1: 32,807 shares; 2025Q2: 34,290 shares; 2025Q3: 37,099 shares; 2025Q4: 36,833 shares; 2026Q1: 37,490 shares 37,490 $7M 0.19% +657 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: restricted; 2024Q4: 84,049 shares; 2025Q1: 79,944 shares; 2025Q2: 78,730 shares; 2025Q3: 76,873 shares; 2025Q4: 74,078 shares; 2026Q1: 71,749 shares 71,749 $6.93M 0.19% -2,329 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: restricted; 2024Q4: 109,180 shares; 2025Q1: 99,597 shares; 2025Q2: 98,801 shares; 2025Q3: 100,699 shares; 2025Q4: 100,583 shares; 2026Q1: 93,806 shares 93,806 $6.83M 0.19% -6,777 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,017 shares; 2025Q1: 59,885 shares; 2025Q2: 58,603 shares; 2025Q3: 57,035 shares; 2025Q4: 54,179 shares; 2026Q1: 51,478 shares 51,478 $6.74M 0.18% -2,701 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: restricted; 2024Q4: 138,162 shares; 2025Q1: 134,746 shares; 2025Q2: 133,579 shares; 2025Q3: 131,208 shares; 2025Q4: 127,333 shares; 2026Q1: 122,590 shares 122,590 $6.64M 0.18% -4,743 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,434 shares; 2025Q1: 83,210 shares; 2025Q2: 87,609 shares; 2025Q3: 94,152 shares; 2025Q4: 92,228 shares; 2026Q1: 94,867 shares 94,867 $6.52M 0.18% +2,639 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,530 shares; 2025Q1: 78,787 shares; 2025Q2: 83,276 shares; 2025Q3: 84,985 shares; 2025Q4: 82,048 shares; 2026Q1: 83,854 shares 83,854 $6.47M 0.18% +1,806 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,564 shares; 2025Q1: 18,072 shares; 2025Q2: 14,681 shares; 2025Q3: 14,125 shares; 2025Q4: 12,643 shares; 2026Q1: 14,855 shares 14,855 $6.45M 0.18% +2,212 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,806 shares; 2025Q1: 3,687 shares; 2025Q2: 51,414 shares; 2025Q3: 51,333 shares; 2025Q4: 51,437 shares; 2026Q1: 55,238 shares 55,238 $6.35M 0.17% +3,801 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,652 shares; 2025Q1: 191,794 shares; 2025Q2: 197,055 shares; 2025Q3: 200,369 shares; 2025Q4: 202,734 shares; 2026Q1: 208,496 shares 208,496 $6.32M 0.17% +5,762 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,670 shares; 2025Q1: 17,888 shares; 2025Q2: 26,010 shares; 2025Q3: 24,773 shares; 2025Q4: 23,781 shares; 2026Q1: 22,485 shares 22,485 $6.15M 0.17% -1,296 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,586 shares; 2025Q1: 35,482 shares; 2025Q2: 32,598 shares; 2025Q3: 30,307 shares; 2025Q4: 28,557 shares; 2026Q1: 27,959 shares 27,959 $6.07M 0.17% -598 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,765 shares; 2025Q1: 93,760 shares; 2025Q2: 92,336 shares; 2025Q3: 91,176 shares; 2025Q4: 89,547 shares; 2026Q1: 89,684 shares 89,684 $5.92M 0.16% +137 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: restricted; 2024Q4: 67,697 shares; 2025Q1: 66,836 shares; 2025Q2: 66,345 shares; 2025Q3: 64,062 shares; 2025Q4: 61,233 shares; 2026Q1: 59,770 shares 59,770 $5.84M 0.16% -1,463 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,848 shares; 2025Q1: 76,583 shares; 2025Q2: 90,759 shares; 2025Q3: 85,997 shares; 2025Q4: 68,082 shares; 2026Q1: 57,915 shares 57,915 $5.74M 0.16% -10,167 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,376 shares; 2025Q1: 24,550 shares; 2025Q2: 25,002 shares; 2025Q3: 26,085 shares; 2025Q4: 25,316 shares; 2026Q1: 24,287 shares 24,287 $5.45M 0.15% -1,029 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,435 shares; 2025Q1: 36,514 shares; 2025Q2: 30,353 shares; 2025Q3: 28,778 shares; 2025Q4: 31,852 shares; 2026Q1: 33,259 shares 33,259 $5.4M 0.15% +1,407 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,054 shares; 2025Q1: 64,094 shares; 2025Q2: 61,400 shares; 2025Q3: 62,248 shares; 2025Q4: 60,107 shares; 2026Q1: 52,274 shares 52,274 $5.37M 0.15% -7,833 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,176 shares; 2025Q1: 11,522 shares; 2025Q2: 12,012 shares; 2025Q3: 11,765 shares; 2025Q4: 11,590 shares; 2026Q1: 10,716 shares 10,716 $5.35M 0.15% -874 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,367 shares; 2025Q1: 8,268 shares; 2025Q2: 8,184 shares; 2025Q3: 7,956 shares; 2025Q4: 7,717 shares; 2026Q1: 9,847 shares 9,847 $5.3M 0.14% +2,130 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,725 shares; 2025Q1: 8,795 shares; 2025Q2: 9,053 shares; 2025Q3: 19,860 shares; 2025Q4: 22,108 shares; 2026Q1: 21,439 shares 21,439 $5.2M 0.14% -669 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,007 shares; 2025Q1: 36,055 shares; 2025Q2: 35,108 shares; 2025Q3: 30,948 shares; 2025Q4: 30,893 shares; 2026Q1: 31,219 shares 31,219 $5.16M 0.14% +326 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,016 shares; 2025Q1: 101,172 shares; 2025Q2: 95,371 shares; 2025Q3: 89,429 shares; 2025Q4: 83,132 shares; 2026Q1: 79,430 shares 79,430 $5.13M 0.14% -3,702 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,942 shares; 2025Q1: 12,646 shares; 2025Q2: 20,579 shares; 2025Q3: 21,550 shares; 2025Q4: 16,715 shares; 2026Q1: 11,968 shares 11,968 $5.09M 0.14% -4,747 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,109 shares; 2025Q1: 106,556 shares; 2025Q2: 101,042 shares; 2025Q3: 99,108 shares; 2025Q4: 95,687 shares; 2026Q1: 95,082 shares 95,082 $4.95M 0.13% -605 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,539 shares; 2025Q1: 96,412 shares; 2025Q2: 98,386 shares; 2025Q3: 98,945 shares; 2025Q4: 88,564 shares; 2026Q1: 108,198 shares 108,198 $4.89M 0.13% +19,634 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,702 shares; 2025Q1: 8,079 shares; 2025Q2: 6,021 shares; 2025Q3: 7,114 shares; 2025Q4: 22,921 shares; 2026Q1: 8,096 shares 8,096 $4.84M 0.13% -14,825 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,798 shares; 2025Q1: 25,584 shares; 2025Q2: 25,624 shares; 2025Q3: 25,435 shares; 2025Q4: 26,672 shares; 2026Q1: 26,737 shares 26,737 $4.82M 0.13% +65 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,229 shares; 2025Q1: 17,027 shares; 2025Q2: 16,930 shares; 2025Q3: 17,158 shares; 2025Q4: 16,715 shares; 2026Q1: 16,305 shares 16,305 $4.82M 0.13% -410 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,365 shares; 2025Q1: 33,652 shares; 2025Q2: 34,164 shares; 2025Q3: 35,928 shares; 2025Q4: 35,771 shares; 2026Q1: 35,798 shares 35,798 $4.73M 0.13% +27 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,111 shares; 2025Q1: 95,292 shares; 2025Q2: 96,625 shares; 2025Q3: 104,405 shares; 2025Q4: 103,802 shares; 2026Q1: 101,731 shares 101,731 $4.73M 0.13% -2,071 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,522 shares; 2025Q1: 38,804 shares; 2025Q2: 40,201 shares; 2025Q3: 39,865 shares; 2025Q4: 27,427 shares; 2026Q1: 39,552 shares 39,552 $4.68M 0.13% +12,125 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,677 shares; 2025Q1: 60,588 shares; 2025Q2: 66,130 shares; 2025Q3: 66,763 shares; 2025Q4: 62,394 shares; 2026Q1: 62,649 shares 62,649 $4.61M 0.13% +255 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,616 shares; 2025Q1: 26,687 shares; 2025Q2: 27,888 shares; 2025Q3: 28,295 shares; 2025Q4: 27,428 shares; 2026Q1: 26,402 shares 26,402 $4.57M 0.12% -1,026 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,926 shares; 2025Q1: 33,001 shares; 2025Q2: 36,854 shares; 2025Q3: 38,660 shares; 2025Q4: 39,760 shares; 2026Q1: 40,849 shares 40,849 $4.51M 0.12% +1,089 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,187 shares; 2025Q1: 40,190 shares; 2025Q2: 42,602 shares; 2025Q3: 42,914 shares; 2025Q4: 42,511 shares; 2026Q1: 42,080 shares 42,080 $4.49M 0.12% -431 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,304 shares; 2025Q1: 72,002 shares; 2025Q2: 71,951 shares; 2025Q3: 67,740 shares; 2025Q4: 50,467 shares; 2026Q1: 18,285 shares 18,285 $4.44M 0.12% -32,182 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,392 shares; 2025Q1: 52,410 shares; 2025Q2: 47,829 shares; 2025Q3: 45,584 shares; 2025Q4: 41,968 shares; 2026Q1: 49,585 shares 49,585 $4.44M 0.12% +7,617 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,837 shares; 2025Q1: 59,660 shares; 2025Q2: 58,507 shares; 2025Q3: 56,873 shares; 2025Q4: 52,469 shares; 2026Q1: 46,990 shares 46,990 $4.33M 0.12% -5,479 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,496 shares; 2025Q1: 18,818 shares; 2025Q2: 16,863 shares; 2025Q3: 15,840 shares; 2025Q4: 13,547 shares; 2026Q1: 11,015 shares 11,015 $4.3M 0.12% -2,532 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 2,063 shares; 2025Q2: 2,456 shares; 2025Q3: 2,469 shares; 2025Q4: 26,409 shares; 2026Q1: 43,139 shares 43,139 $4.15M 0.11% +16,730 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,310 shares; 2025Q1: 22,105 shares; 2025Q2: 21,753 shares; 2025Q3: 20,895 shares; 2025Q4: 20,660 shares; 2026Q1: 20,423 shares 20,423 $4M 0.11% -237 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,984 shares; 2025Q1: 21,539 shares; 2025Q2: 21,004 shares; 2025Q3: 20,111 shares; 2025Q4: 24,283 shares; 2026Q1: 25,285 shares 25,285 $3.98M 0.11% +1,002 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,400 shares; 2025Q1: 16,287 shares; 2025Q2: 16,952 shares; 2025Q3: 17,861 shares; 2025Q4: 17,792 shares; 2026Q1: 18,875 shares 18,875 $3.91M 0.11% +1,083 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,723 shares; 2025Q1: 93,021 shares; 2025Q2: 77,383 shares; 2025Q3: 73,324 shares; 2025Q4: 75,446 shares; 2026Q1: 72,517 shares 72,517 $3.87M 0.11% -2,929 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,173 shares; 2025Q1: 12,029 shares; 2025Q2: 11,986 shares; 2025Q3: 11,446 shares; 2025Q4: 10,963 shares; 2026Q1: 13,539 shares 13,539 $3.76M 0.1% +2,576 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,453 shares; 2025Q1: 38,126 shares; 2025Q2: 37,863 shares; 2025Q3: 36,573 shares; 2025Q4: 34,088 shares; 2026Q1: 32,630 shares 32,630 $3.68M 0.1% -1,458 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,704 shares; 2025Q1: 30,029 shares; 2025Q2: 28,179 shares; 2025Q3: 26,854 shares; 2025Q4: 26,204 shares; 2026Q1: 26,146 shares 26,146 $3.62M 0.1% -58 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,731 shares; 2025Q1: 70,015 shares; 2025Q2: 71,523 shares; 2025Q3: 71,440 shares; 2025Q4: 69,606 shares; 2026Q1: 75,684 shares 75,684 $3.56M 0.1% +6,078 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,860 shares; 2025Q1: 19,998 shares; 2025Q2: 20,408 shares; 2025Q3: 20,310 shares; 2025Q4: 15,605 shares; 2026Q1: 20,533 shares 20,533 $3.54M 0.1% +4,928 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,476 shares; 2025Q1: 20,633 shares; 2025Q2: 22,305 shares; 2025Q3: 20,996 shares; 2025Q4: 17,296 shares; 2026Q1: 10,979 shares 10,979 $3.52M 0.1% -6,317 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,832 shares; 2025Q1: 13,369 shares; 2025Q2: 12,829 shares; 2025Q3: 12,071 shares; 2025Q4: 11,365 shares; 2026Q1: 10,684 shares 10,684 $3.49M 0.1% -681 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,634 shares; 2025Q1: 18,142 shares; 2025Q2: 18,128 shares; 2025Q3: 17,332 shares; 2025Q4: 14,010 shares; 2026Q1: 12,899 shares 12,899 $3.49M 0.1% -1,111 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,116 shares; 2025Q1: 29,799 shares; 2025Q2: 29,454 shares; 2025Q3: 29,027 shares; 2025Q4: 28,697 shares; 2026Q1: 9,834 shares 9,834 $3.38M 0.09% -18,863 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,186 shares; 2025Q1: 45,035 shares; 2025Q2: 44,786 shares; 2025Q3: 43,793 shares; 2025Q4: 32,244 shares; 2026Q1: 24,723 shares 24,723 $3.36M 0.09% -7,521 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,923 shares; 2025Q1: 11,522 shares; 2025Q2: 11,397 shares; 2025Q3: 11,256 shares; 2025Q4: 10,456 shares; 2026Q1: 11,440 shares 11,440 $3.32M 0.09% +984 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,685 shares; 2025Q1: 56,590 shares; 2025Q2: 55,722 shares; 2025Q3: 55,666 shares; 2025Q4: 55,129 shares; 2026Q1: 52,316 shares 52,316 $3.27M 0.09% -2,813 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: restricted; 2024Q4: 134,089 shares; 2025Q1: 139,838 shares; 2025Q2: 131,141 shares; 2025Q3: 129,885 shares; 2025Q4: 119,902 shares; 2026Q1: 114,052 shares 114,052 $3.2M 0.09% -5,850 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,425 shares; 2025Q1: 30,554 shares; 2025Q2: 42,873 shares; 2025Q3: 44,713 shares; 2025Q4: 43,437 shares; 2026Q1: 50,954 shares 50,954 $3.19M 0.09% +7,517 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: restricted; 2024Q4: 97,384 shares; 2025Q1: 96,757 shares; 2025Q2: 104,130 shares; 2025Q3: 99,159 shares; 2025Q4: 94,968 shares; 2026Q1: 104,467 shares 104,467 $3.14M 0.09% +9,499 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,370 shares; 2025Q1: 57,761 shares; 2025Q2: 50,006 shares; 2025Q3: 48,241 shares; 2025Q4: 41,794 shares; 2026Q1: 32,534 shares 32,534 $3.14M 0.09% -9,260 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,981 shares; 2025Q1: 5,942 shares; 2025Q2: 5,975 shares; 2025Q3: 5,884 shares; 2025Q4: 5,780 shares; 2026Q1: 5,456 shares 5,456 $3.07M 0.08% -324 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,596 shares; 2025Q1: 15,250 shares; 2025Q2: 26,703 shares; 2025Q3: 25,955 shares; 2025Q4: 23,916 shares; 2026Q1: 23,449 shares 23,449 $3.07M 0.08% -467 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,061 shares; 2025Q1: 121,137 shares; 2025Q2: 124,987 shares; 2025Q3: 167,109 shares; 2025Q4: 167,527 shares; 2026Q1: 194,681 shares 194,681 $3.05M 0.08% +27,154 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,945 shares; 2025Q1: 35,291 shares; 2025Q2: 34,343 shares; 2025Q3: 32,674 shares; 2025Q4: 30,798 shares; 2026Q1: 27,999 shares 27,999 $2.96M 0.08% -2,799 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,706 shares; 2025Q1: 2,897 shares; 2025Q2: 3,235 shares; 2025Q3: 22,360 shares; 2025Q4: 24,591 shares; 2026Q1: 24,928 shares 24,928 $2.96M 0.08% +337 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,470 shares; 2025Q1: 8,150 shares; 2025Q2: 38,025 shares; 2025Q3: 64,225 shares; 2025Q4: 75,875 shares; 2026Q1: 96,275 shares 96,275 $2.95M 0.08% +20,400 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,396 shares; 2025Q1: 27,066 shares; 2025Q2: 28,251 shares; 2025Q3: 27,813 shares; 2025Q4: 12,304 shares; 2026Q1: 23,999 shares 23,999 $2.91M 0.08% +11,695 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,765 shares; 2025Q1: 26,798 shares; 2025Q2: 74,457 shares; 2025Q3: 71,449 shares; 2025Q4: 67,708 shares; 2026Q1: 42,992 shares 42,992 $2.8M 0.08% -24,716 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,931 shares; 2025Q1: 41,466 shares; 2025Q2: 40,722 shares; 2025Q3: 40,852 shares; 2025Q4: 39,551 shares; 2026Q1: 38,940 shares 38,940 $2.78M 0.08% -611 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,594 shares; 2025Q1: 46,264 shares; 2025Q2: 46,736 shares; 2025Q3: 47,391 shares; 2025Q4: 46,656 shares; 2026Q1: 47,971 shares 47,971 $2.72M 0.07% +1,315 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,731 shares; 2025Q1: 40,262 shares; 2025Q2: 42,538 shares; 2025Q3: 45,698 shares; 2025Q4: 46,705 shares; 2026Q1: 48,033 shares 48,033 $2.66M 0.07% +1,328 Timeline PREF 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: restricted; 2024Q4: 140,891 shares; 2025Q1: 133,072 shares; 2025Q2: 129,186 shares; 2025Q3: 132,969 shares; 2025Q4: 134,715 shares; 2026Q1: 140,310 shares 140,310 $2.64M 0.07% +5,595 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,319 shares; 2025Q1: 17,006 shares; 2025Q2: 17,196 shares; 2025Q3: 17,394 shares; 2025Q4: 17,699 shares; 2026Q1: 17,923 shares 17,923 $2.64M 0.07% +224 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,529 shares; 2026Q1: 48,827 shares 48,827 $2.63M 0.07% +1,298 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,498 shares; 2025Q1: 13,217 shares; 2025Q2: 13,751 shares; 2025Q3: 14,076 shares; 2025Q4: 13,502 shares; 2026Q1: 13,238 shares 13,238 $2.62M 0.07% -264 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: restricted; 2024Q4: 63,827 shares; 2025Q1: 62,283 shares; 2025Q2: 63,526 shares; 2025Q3: 60,758 shares; 2025Q4: 54,537 shares; 2026Q1: 56,236 shares 56,236 $2.59M 0.07% +1,699 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,774 shares; 2025Q2: 1,786 shares; 2025Q3: 14,514 shares; 2025Q4: 10,874 shares; 2026Q1: 12,216 shares 12,216 $2.57M 0.07% +1,342 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,227 shares; 2025Q1: 16,966 shares; 2025Q2: 20,823 shares; 2025Q3: 36,798 shares; 2025Q4: 35,528 shares; 2026Q1: 32,983 shares 32,983 $2.5M 0.07% -2,545 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,827 shares; 2025Q1: 24,420 shares; 2025Q2: 42,506 shares; 2025Q3: 42,653 shares; 2025Q4: 23,844 shares; 2026Q1: 25,002 shares 25,002 $2.48M 0.07% +1,158 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,145 shares; 2025Q1: 9,485 shares; 2025Q2: 9,410 shares; 2025Q3: 9,375 shares; 2025Q4: 9,360 shares; 2026Q1: 9,210 shares 9,210 $2.41M 0.07% -150 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,479 shares 37,479 $2.36M 0.06% new 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: restricted; 2024Q4: 70,191 shares; 2025Q1: 113,999 shares; 2025Q2: 47,620 shares; 2025Q3: 43,066 shares; 2025Q4: 38,051 shares; 2026Q1: 45,373 shares 45,373 $2.33M 0.06% +7,322 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,770 shares; 2025Q1: 16,909 shares; 2025Q2: 17,142 shares; 2025Q3: 8,878 shares; 2025Q4: 7,285 shares; 2026Q1: 6,805 shares 6,805 $2.33M 0.06% -480 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,959 shares; 2025Q1: 32,394 shares; 2025Q2: 34,146 shares; 2025Q3: 35,963 shares; 2025Q4: 32,171 shares; 2026Q1: 45,477 shares 45,477 $2.26M 0.06% +13,306 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,439 shares; 2025Q2: 1,596 shares; 2025Q3: 1,600 shares; 2025Q4: 1,752 shares; 2026Q1: 7,058 shares 7,058 $2.25M 0.06% +5,306 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,856 shares; 2025Q1: 9,333 shares; 2025Q2: 9,739 shares; 2025Q3: 9,268 shares; 2025Q4: 8,939 shares; 2026Q1: 7,335 shares 7,335 $2.22M 0.06% -1,604 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,748 shares; 2025Q1: 10,021 shares; 2025Q2: 10,267 shares; 2025Q3: 10,350 shares; 2025Q4: 10,091 shares; 2026Q1: 9,745 shares 9,745 $2.2M 0.06% -346 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,149 shares; 2025Q1: 6,549 shares; 2025Q2: 6,310 shares; 2025Q3: 6,142 shares; 2025Q4: 6,049 shares; 2026Q1: 5,762 shares 5,762 $2.03M 0.06% -287 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,062 shares; 2025Q1: 7,704 shares; 2025Q2: 12,607 shares; 2025Q3: 12,913 shares; 2025Q4: 11,830 shares; 2026Q1: 13,717 shares 13,717 $2.01M 0.05% +1,887 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,117 shares; 2025Q1: 38,641 shares; 2025Q2: 47,306 shares; 2025Q3: 49,900 shares; 2025Q4: 59,719 shares; 2026Q1: 73,802 shares 73,802 $1.99M 0.05% +14,083 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,167 shares; 2025Q1: 23,612 shares; 2025Q2: 22,831 shares; 2025Q3: 21,628 shares; 2025Q4: 20,153 shares; 2026Q1: 13,559 shares 13,559 $1.96M 0.05% -6,594 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: restricted; 2024Q4: 416,693 shares; 2025Q1: 282,606 shares; 2025Q2: 87,606 shares; 2025Q3: 85,924 shares; 2025Q4: 68,777 shares; 2026Q1: 67,484 shares 67,484 $1.94M 0.05% -1,293 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,674 shares; 2025Q1: 5,440 shares; 2025Q2: 5,821 shares; 2025Q3: 6,205 shares; 2025Q4: 8,196 shares; 2026Q1: 9,397 shares 9,397 $1.91M 0.05% +1,201 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,290 shares; 2025Q1: 15,664 shares; 2025Q2: 15,674 shares; 2025Q3: 15,216 shares; 2025Q4: 14,294 shares; 2026Q1: 8,018 shares 8,018 $1.89M 0.05% -6,276 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,804 shares; 2025Q1: 28,801 shares; 2025Q2: 29,263 shares; 2025Q3: 28,665 shares; 2025Q4: 28,082 shares; 2026Q1: 23,719 shares 23,719 $1.89M 0.05% -4,363 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,509 shares; 2025Q1: 7,464 shares; 2025Q2: 8,265 shares; 2025Q3: 7,610 shares; 2025Q4: 7,500 shares; 2026Q1: 7,401 shares 7,401 $1.84M 0.05% -99 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,130 shares; 2025Q2: 2,580 shares; 2025Q3: 5,280 shares; 2025Q4: 8,295 shares; 2026Q1: 12,105 shares 12,105 $1.83M 0.05% +3,810 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,107 shares; 2025Q1: 25,888 shares; 2025Q2: 26,935 shares; 2025Q3: 27,272 shares; 2025Q4: 26,800 shares; 2026Q1: 25,474 shares 25,474 $1.83M 0.05% -1,326 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,282 shares; 2025Q1: 9,516 shares; 2025Q2: 10,955 shares; 2025Q3: 10,245 shares; 2025Q4: 10,186 shares; 2026Q1: 9,807 shares 9,807 $1.79M 0.05% -379 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,713 shares; 2025Q1: 9,027 shares; 2025Q2: 18,541 shares; 2025Q3: 18,617 shares; 2025Q4: 18,541 shares; 2026Q1: 18,394 shares 18,394 $1.79M 0.05% -147 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,670 shares; 2025Q1: 29,692 shares; 2025Q2: 29,269 shares; 2025Q3: 28,882 shares; 2025Q4: 28,730 shares; 2026Q1: 20,276 shares 20,276 $1.79M 0.05% -8,454 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,250 shares; 2025Q1: 31,043 shares; 2025Q2: 31,970 shares; 2025Q3: 19,596 shares; 2025Q4: 18,878 shares; 2026Q1: 18,886 shares 18,886 $1.77M 0.05% +8 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 745 shares; 2025Q1: 1,263 shares; 2025Q2: 2,134 shares; 2025Q3: 2,211 shares; 2025Q4: 2,184 shares; 2026Q1: 27,414 shares 27,414 $1.7M 0.05% +25,230 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,163 shares; 2025Q1: 1,263 shares; 2025Q2: 1,665 shares; 2025Q3: 5,877 shares; 2025Q4: 5,817 shares; 2026Q1: 5,764 shares 5,764 $1.68M 0.05% -53 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,523 shares; 2025Q1: 41,940 shares; 2025Q2: 49,131 shares; 2025Q3: 47,941 shares; 2025Q4: 46,422 shares; 2026Q1: 45,599 shares 45,599 $1.62M 0.04% -823 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 124 shares; 2025Q2: 159 shares; 2025Q3: 4,489 shares; 2025Q4: 4,464 shares; 2026Q1: 4,457 shares 4,457 $1.62M 0.04% -7 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,074 shares; 2025Q1: 37,139 shares; 2025Q2: 36,049 shares; 2025Q3: 24,866 shares; 2025Q4: 24,391 shares; 2026Q1: 24,044 shares 24,044 $1.57M 0.04% -347 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,963 shares; 2025Q1: 10,642 shares; 2025Q2: 10,887 shares; 2025Q3: 10,795 shares; 2025Q4: 10,817 shares; 2026Q1: 9,788 shares 9,788 $1.56M 0.04% -1,029 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,465 shares; 2025Q1: 84,470 shares; 2025Q2: 18,109 shares; 2025Q3: 16,282 shares; 2025Q4: 14,093 shares; 2026Q1: 14,415 shares 14,415 $1.56M 0.04% +322 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: restricted; 2024Q4: 56,427 shares; 2025Q1: 47,275 shares; 2025Q2: 51,143 shares; 2025Q3: 56,348 shares; 2025Q4: 52,693 shares; 2026Q1: 53,201 shares 53,201 $1.55M 0.04% +508 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,623 shares; 2025Q1: 21,699 shares; 2025Q2: 25,525 shares; 2025Q3: 23,276 shares; 2025Q4: 23,012 shares; 2026Q1: 18,165 shares 18,165 $1.54M 0.04% -4,847 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,768 shares; 2025Q1: 27,685 shares; 2025Q2: 25,229 shares; 2025Q3: 23,860 shares; 2025Q4: 22,441 shares; 2026Q1: 21,367 shares 21,367 $1.53M 0.04% -1,074 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,638 shares; 2025Q1: 16,494 shares; 2025Q2: 17,385 shares; 2025Q3: 18,309 shares; 2025Q4: 19,680 shares; 2026Q1: 24,216 shares 24,216 $1.52M 0.04% +4,536 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,666 shares; 2025Q1: 14,637 shares; 2025Q2: 15,428 shares; 2025Q3: 16,250 shares; 2025Q4: 13,977 shares; 2026Q1: 19,757 shares 19,757 $1.45M 0.04% +5,780 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,810 shares; 2025Q1: 4,029 shares; 2025Q2: 3,538 shares; 2025Q3: 3,723 shares; 2025Q4: 4,211 shares; 2026Q1: 4,153 shares 4,153 $1.4M 0.04% -58 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,293 shares; 2025Q1: 15,824 shares; 2025Q2: 16,070 shares; 2025Q3: 16,421 shares; 2025Q4: 18,214 shares; 2026Q1: 17,679 shares 17,679 $1.39M 0.04% -535 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,060 shares; 2025Q1: 29,698 shares; 2025Q2: 30,235 shares; 2025Q3: 28,576 shares; 2025Q4: 28,384 shares; 2026Q1: 18,896 shares 18,896 $1.37M 0.04% -9,488 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,907 shares; 2025Q1: 10,816 shares; 2025Q2: 10,851 shares; 2025Q3: 10,124 shares; 2025Q4: 8,533 shares; 2026Q1: 8,054 shares 8,054 $1.36M 0.04% -479 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 7,996 shares; 2026Q1: 10,028 shares 10,028 $1.33M 0.04% +2,032 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,197 shares; 2025Q1: 5,132 shares; 2025Q2: 5,240 shares; 2025Q3: 4,483 shares; 2025Q4: 4,465 shares; 2026Q1: 4,495 shares 4,495 $1.28M 0.03% +30 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,281 shares; 2025Q1: 16,805 shares; 2025Q2: 16,181 shares; 2025Q3: 15,777 shares; 2025Q4: 15,267 shares; 2026Q1: 15,007 shares 15,007 $1.27M 0.03% -260 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,879 shares; 2025Q1: 23,748 shares; 2025Q2: 24,013 shares; 2025Q3: 23,252 shares; 2025Q4: 19,545 shares; 2026Q1: 15,488 shares 15,488 $1.26M 0.03% -4,057 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,557 shares; 2025Q1: 31,542 shares; 2025Q2: 13,887 shares; 2025Q3: 9,492 shares; 2025Q4: 6,347 shares; 2026Q1: 4,626 shares 4,626 $1.25M 0.03% -1,721 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,185 shares; 2025Q1: 13,952 shares; 2025Q2: 13,952 shares; 2025Q3: 13,902 shares; 2025Q4: 12,682 shares; 2026Q1: 12,107 shares 12,107 $1.22M 0.03% -575 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: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,252 shares; 2025Q2: 1,404 shares; 2025Q3: 1,421 shares; 2025Q4: 1,378 shares; 2026Q1: 2,076 shares 2,076 $1.2M 0.03% +698 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,941 shares; 2025Q1: 17,510 shares; 2025Q2: 16,192 shares; 2025Q3: 16,505 shares; 2025Q4: 17,272 shares; 2026Q1: 10,034 shares 10,034 $1.19M 0.03% -7,238 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,773 shares; 2025Q1: 9,514 shares; 2025Q2: 10,400 shares; 2025Q3: 8,606 shares; 2025Q4: 6,701 shares; 2026Q1: 6,074 shares 6,074 $1.18M 0.03% -627 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,629 shares; 2025Q1: 60,819 shares; 2025Q2: 70,093 shares; 2025Q3: 69,378 shares; 2025Q4: 79,533 shares; 2026Q1: 106,192 shares 106,192 $1.16M 0.03% +26,659 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,919 shares; 2025Q1: 15,422 shares; 2025Q2: 23,531 shares; 2025Q3: 23,322 shares; 2025Q4: 22,000 shares; 2026Q1: 21,348 shares 21,348 $1.12M 0.03% -652 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,689 shares; 2025Q1: 12,781 shares; 2025Q2: 13,472 shares; 2025Q3: 14,187 shares; 2025Q4: 15,249 shares; 2026Q1: 18,759 shares 18,759 $1.12M 0.03% +3,510 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 11,635 shares 11,635 $1.11M 0.03% +11,535 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,929 shares; 2025Q1: 5,912 shares; 2025Q2: 5,846 shares; 2025Q3: 5,712 shares; 2025Q4: 5,539 shares; 2026Q1: 5,697 shares 5,697 $1.08M 0.03% +158 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,201 shares; 2025Q1: 1,402 shares; 2025Q2: 943 shares; 2025Q3: 983 shares; 2025Q4: 999 shares; 2026Q1: 5,181 shares 5,181 $1.08M 0.03% +4,182 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,981 shares; 2025Q1: 11,911 shares; 2025Q2: 11,706 shares; 2025Q3: 8,260 shares; 2025Q4: 8,810 shares; 2026Q1: 10,020 shares 10,020 $1.06M 0.03% +1,210 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: restricted; 2024Q4: 17,258 shares; 2025Q1: 17,950 shares; 2025Q2: 17,892 shares; 2025Q3: 18,176 shares; 2025Q4: 17,970 shares; 2026Q1: 17,342 shares 17,342 $1.06M 0.03% -628 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,409 shares; 2025Q2: 1,475 shares; 2025Q3: 1,244 shares; 2025Q4: 1,279 shares; 2026Q1: 1,191 shares 1,191 $1.04M 0.03% -88 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,031 shares; 2025Q1: 7,606 shares; 2025Q2: 7,723 shares; 2025Q3: 7,782 shares; 2025Q4: 7,684 shares; 2026Q1: 7,199 shares 7,199 $1M 0.03% -485 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,798 shares; 2025Q1: 13,011 shares; 2025Q2: 13,704 shares; 2025Q3: 14,267 shares; 2025Q4: 11,971 shares; 2026Q1: 18,866 shares 18,866 $993K 0.03% +6,895 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,405 shares; 2025Q1: 43,431 shares; 2025Q2: 44,410 shares; 2025Q3: 44,410 shares; 2025Q4: 45,302 shares; 2026Q1: 44,093 shares 44,093 $965K 0.03% -1,209 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,277 shares; 2025Q1: 3,019 shares; 2025Q2: 2,718 shares; 2025Q3: 2,662 shares; 2025Q4: 2,606 shares; 2026Q1: 2,703 shares 2,703 $964K 0.03% +97 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: restricted; 2024Q4: 8,405 shares; 2025Q1: 9,006 shares; 2025Q2: 8,577 shares; 2025Q3: 8,729 shares; 2025Q4: 8,873 shares; 2026Q1: 8,483 shares 8,483 $962K 0.03% -390 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,920 shares; 2025Q1: 21,910 shares; 2025Q2: 20,485 shares; 2025Q3: 20,620 shares; 2025Q4: 20,530 shares; 2026Q1: 21,025 shares 21,025 $954K 0.03% +495 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: 2,817 shares; 2025Q2: 2,695 shares; 2025Q3: 2,849 shares; 2025Q4: 2,834 shares; 2026Q1: 2,208 shares 2,208 $941K 0.03% -626 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,951 shares; 2025Q1: 3,031 shares; 2025Q2: 2,757 shares; 2025Q3: 2,775 shares; 2025Q4: 2,758 shares; 2026Q1: 2,621 shares 2,621 $941K 0.03% -137 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,917 shares; 2025Q1: 8,551 shares; 2025Q2: 8,163 shares; 2025Q3: 7,995 shares; 2025Q4: 7,798 shares; 2026Q1: 7,599 shares 7,599 $935K 0.03% -199 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,952 shares; 2025Q1: 8,823 shares; 2025Q2: 8,875 shares; 2025Q3: 8,865 shares; 2025Q4: 8,729 shares; 2026Q1: 8,511 shares 8,511 $934K 0.03% -218 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,400 shares; 2025Q1: 4,585 shares; 2025Q2: 4,625 shares; 2025Q3: 4,627 shares; 2025Q4: 4,607 shares; 2026Q1: 4,493 shares 4,493 $929K 0.03% -114 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 251 shares; 2025Q2: 264 shares; 2025Q3: 925 shares; 2025Q4: 1,183 shares; 2026Q1: 1,267 shares 1,267 $923K 0.03% +84 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,098 shares; 2025Q1: 5,736 shares; 2025Q2: 4,094 shares; 2025Q3: 4,010 shares; 2025Q4: 4,237 shares; 2026Q1: 4,301 shares 4,301 $919K 0.03% +64 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,015 shares; 2025Q1: 36,122 shares; 2025Q2: 30,183 shares; 2025Q3: 29,884 shares; 2025Q4: 27,934 shares; 2026Q1: 27,174 shares 27,174 $911K 0.02% -760 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,634 shares; 2025Q1: 6,734 shares; 2025Q2: 8,749 shares; 2025Q3: 8,824 shares; 2025Q4: 8,639 shares; 2026Q1: 8,554 shares 8,554 $911K 0.02% -85 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,308 shares; 2025Q1: 28,853 shares; 2025Q2: 35,372 shares; 2025Q3: 37,328 shares; 2025Q4: 33,308 shares; 2026Q1: 59,400 shares 59,400 $908K 0.02% +26,092 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,575 shares; 2025Q1: 38,575 shares; 2025Q2: 36,225 shares; 2025Q3: 36,225 shares; 2025Q4: 36,225 shares; 2026Q1: 35,500 shares 35,500 $891K 0.02% -725 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,963 shares; 2025Q1: 33,791 shares; 2025Q2: 42,762 shares; 2025Q3: 37,035 shares; 2025Q4: 31,793 shares; 2026Q1: 30,610 shares 30,610 $887K 0.02% -1,183 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,916 shares; 2025Q1: 4,078 shares; 2025Q2: 3,990 shares; 2025Q3: 4,082 shares; 2025Q4: 5,191 shares; 2026Q1: 4,445 shares 4,445 $885K 0.02% -746 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,695 shares; 2025Q1: 4,382 shares; 2025Q2: 4,361 shares; 2025Q3: 4,228 shares; 2025Q4: 4,143 shares; 2026Q1: 4,104 shares 4,104 $883K 0.02% -39 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,470 shares; 2025Q1: 9,267 shares; 2025Q2: 7,800 shares; 2025Q3: 7,813 shares; 2025Q4: 7,956 shares; 2026Q1: 6,915 shares 6,915 $874K 0.02% -1,041 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,431 shares; 2025Q1: 7,431 shares; 2025Q2: 7,431 shares; 2025Q3: 7,346 shares; 2025Q4: 6,580 shares; 2026Q1: 6,570 shares 6,570 $871K 0.02% -10 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,614 shares; 2025Q1: 28,609 shares; 2025Q2: 30,970 shares; 2025Q3: 32,278 shares; 2025Q4: 30,251 shares; 2026Q1: 28,101 shares 28,101 $857K 0.02% -2,150 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,835 shares; 2025Q1: 6,064 shares; 2025Q2: 5,898 shares; 2025Q3: 4,966 shares; 2025Q4: 4,964 shares; 2026Q1: 4,681 shares 4,681 $853K 0.02% -283 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,224 shares; 2025Q1: 17,646 shares; 2025Q2: 16,633 shares; 2025Q3: 15,314 shares; 2025Q4: 18,063 shares; 2026Q1: 15,959 shares 15,959 $830K 0.02% -2,104 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,153 shares; 2025Q1: 18,068 shares; 2025Q2: 17,254 shares; 2025Q3: 16,822 shares; 2025Q4: 15,293 shares; 2026Q1: 15,060 shares 15,060 $825K 0.02% -233 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,117 shares; 2025Q1: 20,112 shares; 2025Q2: 20,497 shares; 2025Q3: 20,707 shares; 2025Q4: 20,472 shares; 2026Q1: 17,920 shares 17,920 $815K 0.02% -2,552 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,789 shares; 2025Q2: 1,952 shares; 2025Q3: 1,951 shares; 2025Q4: 1,554 shares; 2026Q1: 1,574 shares 1,574 $780K 0.02% +20 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,936 shares; 2025Q1: 7,078 shares; 2025Q2: 7,434 shares; 2025Q3: 7,423 shares; 2025Q4: 7,648 shares; 2026Q1: 7,489 shares 7,489 $765K 0.02% -159 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,401 shares; 2025Q1: 15,958 shares; 2025Q2: 15,320 shares; 2025Q3: 14,947 shares; 2025Q4: 14,479 shares; 2026Q1: 14,200 shares 14,200 $755K 0.02% -279 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,424 shares; 2025Q1: 6,076 shares; 2025Q2: 6,536 shares; 2025Q3: 8,024 shares; 2025Q4: 8,277 shares; 2026Q1: 8,022 shares 8,022 $754K 0.02% -255 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,617 shares; 2025Q1: 4,250 shares; 2025Q2: 4,353 shares; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares; 2026Q1: 3,519 shares 3,519 $752K 0.02% -800 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: restricted; 2024Q4: 8,804 shares; 2025Q1: 15,768 shares; 2025Q2: 15,929 shares; 2025Q3: 17,829 shares; 2025Q4: 17,888 shares; 2026Q1: 16,861 shares 16,861 $744K 0.02% -1,027 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares 3,724 $734K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,324 shares; 2025Q1: 8,587 shares; 2025Q2: 8,528 shares; 2025Q3: 8,378 shares; 2025Q4: 10,053 shares; 2026Q1: 7,595 shares 7,595 $725K 0.02% -2,458 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 594 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 508 shares; 2026Q1: 489 shares 489 $720K 0.02% -19 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,118 shares; 2025Q1: 5,044 shares; 2025Q2: 4,968 shares; 2025Q3: 4,971 shares; 2025Q4: 4,986 shares; 2026Q1: 4,936 shares 4,936 $717K 0.02% -50 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,116 shares; 2025Q1: 3,357 shares; 2025Q2: 4,089 shares; 2025Q3: 4,314 shares; 2025Q4: 4,274 shares; 2026Q1: 5,803 shares 5,803 $712K 0.02% +1,529 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,930 shares; 2025Q1: 34,761 shares; 2025Q2: 27,072 shares; 2025Q3: 27,149 shares; 2025Q4: 20,438 shares; 2026Q1: 15,417 shares 15,417 $710K 0.02% -5,021 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,740 shares; 2025Q4: 7,294 shares; 2026Q1: 8,218 shares 8,218 $704K 0.02% +924 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,569 shares; 2025Q1: 130,496 shares; 2025Q2: 128,862 shares; 2025Q3: 129,997 shares; 2025Q4: 20,218 shares; 2026Q1: 12,193 shares 12,193 $680K 0.02% -8,025 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,169 shares 15,169 $660K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,816 shares; 2025Q1: 4,601 shares; 2025Q2: 5,056 shares; 2025Q3: 5,155 shares; 2025Q4: 5,160 shares; 2026Q1: 4,946 shares 4,946 $648K 0.02% -214 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,337 shares; 2025Q1: 8,386 shares; 2025Q2: 8,108 shares; 2025Q3: 7,863 shares; 2025Q4: 7,507 shares; 2026Q1: 6,918 shares 6,918 $646K 0.02% -589 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 849 shares; 2025Q2: 863 shares; 2025Q3: 869 shares; 2025Q4: 840 shares; 2026Q1: 740 shares 740 $640K 0.02% -100 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,052 shares; 2025Q1: 2,988 shares; 2025Q2: 2,622 shares; 2025Q3: 2,329 shares; 2025Q4: 2,202 shares; 2026Q1: 2,143 shares 2,143 $638K 0.02% -59 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,938 shares; 2025Q1: 6,914 shares; 2025Q2: 8,269 shares; 2025Q3: 13,986 shares; 2025Q4: 13,456 shares; 2026Q1: 13,240 shares 13,240 $620K 0.02% -216 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,144 shares; 2025Q1: 1,184 shares; 2025Q2: 1,205 shares; 2025Q3: 1,133 shares; 2025Q4: 1,117 shares; 2026Q1: 1,047 shares 1,047 $616K 0.02% -70 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: restricted; 2024Q4: 1,741 shares; 2025Q1: 1,811 shares; 2025Q2: 1,794 shares; 2025Q3: 1,782 shares; 2025Q4: 1,715 shares; 2026Q1: 1,706 shares 1,706 $612K 0.02% -9 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 127 shares; 2025Q2: 131 shares; 2025Q3: 350 shares; 2025Q4: 42,717 shares; 2026Q1: 42,602 shares 42,602 $607K 0.02% -115 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,092 shares; 2025Q1: 11,793 shares; 2025Q2: 11,365 shares; 2025Q3: 3,056 shares; 2025Q4: 2,155 shares; 2026Q1: 2,226 shares 2,226 $594K 0.02% +71 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: restricted; 2024Q4: 2,109 shares; 2025Q1: 2,406 shares; 2025Q2: 2,842 shares; 2025Q3: 3,018 shares; 2025Q4: 3,174 shares; 2026Q1: 2,997 shares 2,997 $593K 0.02% -177 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,965 shares; 2025Q1: 2,165 shares; 2025Q2: 1,963 shares; 2025Q3: 1,845 shares; 2025Q4: 1,783 shares; 2026Q1: 1,365 shares 1,365 $590K 0.02% -418 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,423 shares; 2025Q1: 2,830 shares; 2025Q2: 3,047 shares; 2025Q3: 2,882 shares; 2025Q4: 2,679 shares; 2026Q1: 3,996 shares 3,996 $586K 0.02% +1,317 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,034 shares; 2025Q1: 4,119 shares; 2025Q2: 4,047 shares; 2025Q3: 3,455 shares; 2025Q4: 3,152 shares; 2026Q1: 2,430 shares 2,430 $582K 0.02% -722 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 820 shares; 2025Q2: 836 shares; 2025Q3: 768 shares; 2025Q4: 612 shares; 2026Q1: 581 shares 581 $570K 0.02% -31 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 988 shares; 2025Q1: 1,256 shares; 2025Q2: 1,409 shares; 2025Q3: 1,264 shares; 2025Q4: 1,400 shares; 2026Q1: 1,231 shares 1,231 $567K 0.02% -169 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,802 shares; 2025Q4: 7,879 shares; 2026Q1: 7,615 shares 7,615 $565K 0.02% -264 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,032 shares; 2025Q1: 4,344 shares; 2025Q2: 4,322 shares; 2025Q3: 4,253 shares; 2025Q4: 4,200 shares; 2026Q1: 4,083 shares 4,083 $560K 0.02% -117 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,678 shares; 2025Q1: 26,542 shares; 2025Q2: 17,751 shares; 2025Q3: 17,534 shares; 2025Q4: 16,003 shares; 2026Q1: 20,700 shares 20,700 $558K 0.02% +4,697 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,802 shares; 2025Q1: 3,927 shares; 2025Q2: 4,117 shares; 2025Q3: 4,160 shares; 2025Q4: 3,105 shares; 2026Q1: 3,157 shares 3,157 $548K 0.01% +52 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,436 shares; 2025Q1: 801 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,992 shares; 2026Q1: 1,256 shares 1,256 $540K 0.01% -736 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,861 shares; 2025Q1: 3,833 shares; 2025Q2: 3,863 shares; 2025Q3: 3,921 shares; 2025Q4: 3,825 shares; 2026Q1: 3,690 shares 3,690 $540K 0.01% -135 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,394 shares; 2025Q1: 1,638 shares; 2025Q2: 2,167 shares; 2025Q3: 2,185 shares; 2025Q4: 2,334 shares; 2026Q1: 1,984 shares 1,984 $537K 0.01% -350 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,254 shares; 2025Q1: 808 shares; 2025Q2: 1,396 shares; 2025Q3: 2,247 shares; 2025Q4: 2,379 shares; 2026Q1: 2,733 shares 2,733 $536K 0.01% +354 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,711 shares; 2025Q1: 2,918 shares; 2025Q2: 2,904 shares; 2025Q3: 2,877 shares; 2025Q4: 2,669 shares; 2026Q1: 2,635 shares 2,635 $535K 0.01% -34 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,544 shares; 2025Q1: 8,228 shares; 2025Q2: 7,874 shares; 2025Q3: 7,700 shares; 2025Q4: 7,479 shares; 2026Q1: 7,368 shares 7,368 $523K 0.01% -111 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,687 shares; 2025Q1: 10,031 shares; 2025Q2: 8,888 shares; 2025Q3: 8,114 shares; 2025Q4: 8,823 shares; 2026Q1: 8,614 shares 8,614 $522K 0.01% -209 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 651 shares; 2025Q2: 625 shares; 2025Q3: 661 shares; 2025Q4: 663 shares; 2026Q1: 570 shares 570 $510K 0.01% -93 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,971 shares; 2025Q2: 2,372 shares; 2025Q3: 2,327 shares; 2025Q4: 2,301 shares; 2026Q1: 2,197 shares 2,197 $506K 0.01% -104 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,164 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,790 shares 9,790 $489K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,123 shares; 2025Q1: 6,368 shares; 2025Q2: 6,667 shares; 2025Q3: 6,859 shares; 2025Q4: 6,692 shares; 2026Q1: 6,724 shares 6,724 $487K 0.01% +32 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,789 shares; 2025Q1: 4,068 shares; 2025Q2: 5,351 shares; 2025Q3: 5,925 shares; 2025Q4: 6,131 shares; 2026Q1: 6,107 shares 6,107 $480K 0.01% -24 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,840 shares; 2025Q1: 14,708 shares; 2025Q2: 15,036 shares; 2025Q3: 14,307 shares; 2025Q4: 14,747 shares; 2026Q1: 3,942 shares 3,942 $478K 0.01% -10,805 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,469 shares; 2025Q1: 4,772 shares; 2025Q2: 4,732 shares; 2025Q3: 4,258 shares; 2025Q4: 4,253 shares; 2026Q1: 4,241 shares 4,241 $472K 0.01% -12 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,693 shares; 2025Q1: 7,369 shares; 2025Q2: 7,247 shares; 2025Q3: 6,693 shares; 2025Q4: 6,796 shares; 2026Q1: 6,300 shares 6,300 $468K 0.01% -496 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,685 shares; 2025Q1: 8,565 shares; 2025Q2: 8,565 shares; 2025Q3: 8,914 shares; 2025Q4: 8,914 shares; 2026Q1: 8,565 shares 8,565 $467K 0.01% -349 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,451 shares; 2025Q1: 1,464 shares; 2025Q2: 1,425 shares; 2025Q3: 1,467 shares; 2025Q4: 1,738 shares; 2026Q1: 3,159 shares 3,159 $461K 0.01% +1,421 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,907 shares; 2025Q1: 3,334 shares; 2025Q2: 3,895 shares; 2025Q3: 7,715 shares; 2025Q4: 7,799 shares; 2026Q1: 7,420 shares 7,420 $453K 0.01% -379 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 2,469 shares; 2025Q2: 2,523 shares; 2025Q3: 2,364 shares; 2025Q4: 2,209 shares; 2026Q1: 2,273 shares 2,273 $451K 0.01% +64 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,711 shares 61,711 $449K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 8,903 shares 8,903 $444K 0.01% +8,469 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,278 shares; 2025Q1: 1,439 shares; 2025Q2: 1,538 shares; 2025Q3: 1,521 shares; 2025Q4: 1,548 shares; 2026Q1: 1,359 shares 1,359 $436K 0.01% -189 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,556 shares; 2025Q1: 39,772 shares; 2025Q2: 29,747 shares; 2025Q3: 24,035 shares; 2025Q4: 19,096 shares; 2026Q1: 17,047 shares 17,047 $423K 0.01% -2,049 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,534 shares; 2026Q1: 8,240 shares 8,240 $420K 0.01% -294 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,399 shares 1,399 $418K 0.01% +264 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 5,965 shares; 2025Q2: 5,828 shares; 2025Q3: 5,055 shares; 2025Q4: 4,927 shares; 2026Q1: 4,889 shares 4,889 $417K 0.01% -38 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,082 shares; 2025Q1: 2,228 shares; 2025Q2: 2,432 shares; 2025Q3: 2,473 shares; 2025Q4: 2,512 shares; 2026Q1: 2,461 shares 2,461 $416K 0.01% -51 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,074 shares 20,074 $412K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 647 shares; 2025Q3: 636 shares; 2025Q4: 752 shares; 2026Q1: 645 shares 645 $410K 0.01% -107 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 8,009 shares 8,009 $408K 0.01% +7,972 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,996 shares; 2025Q1: 9,328 shares; 2025Q2: 9,185 shares; 2025Q3: 8,360 shares; 2025Q4: 6,552 shares; 2026Q1: 7,037 shares 7,037 $406K 0.01% +485 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 1,688 shares; 2025Q2: 1,547 shares; 2025Q3: 2,091 shares; 2025Q4: 2,027 shares; 2026Q1: 2,076 shares 2,076 $398K 0.01% +49 Timeline CCEL CRYO-CELL INTL INC More: the full row for CRYO-CELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,035 shares; 2025Q1: 111,035 shares; 2025Q2: 111,035 shares; 2025Q3: 111,035 shares; 2025Q4: 111,035 shares; 2026Q1: 111,035 shares 111,035 $394K 0.01% 0 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: restricted; 2024Q4: 4,477 shares; 2025Q1: 8,689 shares; 2025Q2: 6,907 shares; 2025Q3: 6,974 shares; 2025Q4: 7,144 shares; 2026Q1: 7,782 shares 7,782 $392K 0.01% +638 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 6,606 shares; 2026Q1: 5,152 shares 5,152 $387K 0.01% -1,454 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,643 shares; 2025Q1: 2,572 shares; 2025Q2: 2,675 shares; 2025Q3: 2,233 shares; 2025Q4: 2,374 shares; 2026Q1: 1,977 shares 1,977 $386K 0.01% -397 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,275 shares; 2025Q2: 1,309 shares; 2025Q3: 1,345 shares; 2025Q4: 1,342 shares; 2026Q1: 1,253 shares 1,253 $381K 0.01% -89 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 935 shares; 2026Q1: 3,435 shares 3,435 $381K 0.01% +2,500 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: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,032 shares; 2025Q2: 999 shares; 2025Q3: 1,025 shares; 2025Q4: 1,155 shares; 2026Q1: 965 shares 965 $378K 0.01% -190 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,117 shares; 2025Q1: 4,855 shares; 2025Q2: 4,757 shares; 2025Q3: 4,727 shares; 2025Q4: 4,163 shares; 2026Q1: 3,534 shares 3,534 $375K 0.01% -629 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 109 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 110 shares 110 $372K 0.01% -5 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,040 shares; 2025Q1: 3,122 shares; 2025Q2: 2,801 shares; 2025Q3: 2,487 shares; 2025Q4: 1,953 shares; 2026Q1: 1,809 shares 1,809 $369K 0.01% -144 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 3,813 shares; 2025Q2: 3,858 shares; 2025Q3: 3,708 shares; 2025Q4: 7,326 shares; 2026Q1: 7,326 shares 7,326 $366K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,424 shares; 2025Q1: 8,402 shares; 2025Q2: 8,092 shares; 2025Q3: 7,179 shares; 2025Q4: 6,603 shares; 2026Q1: 6,353 shares 6,353 $366K 0.01% -250 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: restricted; 2024Q4: 4,297 shares; 2025Q1: 4,741 shares; 2025Q2: 4,979 shares; 2025Q3: 4,022 shares; 2025Q4: 3,735 shares; 2026Q1: 4,038 shares 4,038 $365K 0.01% +303 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,009 shares; 2025Q1: 65,372 shares; 2025Q2: 6,859 shares; 2025Q3: 5,560 shares; 2025Q4: 5,732 shares; 2026Q1: 4,892 shares 4,892 $364K 0.01% -840 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 320 shares; 2025Q2: 383 shares; 2025Q3: 367 shares; 2025Q4: 364 shares; 2026Q1: 333 shares 333 $363K 0.01% -31 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,083 shares; 2025Q1: 2,740 shares; 2025Q2: 2,798 shares; 2025Q3: 2,822 shares; 2025Q4: 2,672 shares; 2026Q1: 2,895 shares 2,895 $361K 0.01% +223 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,989 shares; 2025Q1: 10,293 shares; 2025Q2: 9,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,065 shares 15,065 $360K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 951 shares; 2025Q2: 964 shares; 2025Q3: 934 shares; 2025Q4: 959 shares; 2026Q1: 855 shares 855 $356K 0.01% -104 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,294 shares; 2025Q1: 1,367 shares; 2025Q2: 1,611 shares; 2025Q3: 1,382 shares; 2025Q4: 1,414 shares; 2026Q1: 1,263 shares 1,263 $353K 0.01% -151 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,151 shares; 2025Q2: 1,343 shares; 2025Q3: 1,344 shares; 2025Q4: 1,402 shares; 2026Q1: 1,276 shares 1,276 $351K 0.01% -126 Timeline ICPI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,916 shares 6,916 $351K 0.01% new Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,836 shares; 2026Q1: 13,536 shares 13,536 $349K 0.01% -300 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 555 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 10,625 shares; 2026Q1: 10,669 shares 10,669 $347K 0.01% +44 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: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,436 shares; 2025Q3: 11,944 shares; 2025Q4: 7,436 shares; 2026Q1: 7,200 shares 7,200 $346K 0.01% -236 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: restricted; 2024Q4: 3,433 shares; 2025Q1: 2,984 shares; 2025Q2: 2,284 shares; 2025Q3: 1,064 shares; 2025Q4: 1,055 shares; 2026Q1: 968 shares 968 $345K 0.01% -87 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,502 shares; 2025Q1: 1,829 shares; 2025Q2: 1,651 shares; 2025Q3: 1,807 shares; 2025Q4: 5,813 shares; 2026Q1: 7,577 shares 7,577 $343K 0.01% +1,764 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: restricted; 2024Q4: 545 shares; 2025Q1: 616 shares; 2025Q2: 690 shares; 2025Q3: 679 shares; 2025Q4: 676 shares; 2026Q1: 618 shares 618 $339K 0.01% -58 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 788 shares; 2025Q3: 819 shares; 2025Q4: 866 shares; 2026Q1: 998 shares 998 $339K 0.01% +132 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,228 shares; 2025Q1: 3,365 shares; 2025Q2: 3,449 shares; 2025Q3: 3,422 shares; 2025Q4: 3,419 shares; 2026Q1: 3,164 shares 3,164 $338K 0.01% -255 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,130 shares; 2025Q1: 5,738 shares; 2025Q2: 5,521 shares; 2025Q3: 5,378 shares; 2025Q4: 4,789 shares; 2026Q1: 3,961 shares 3,961 $336K 0.01% -828 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 5,597 shares; 2025Q2: 5,461 shares; 2025Q3: 5,140 shares; 2025Q4: 4,817 shares; 2026Q1: 4,437 shares 4,437 $334K 0.01% -380 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,422 shares; 2025Q1: 1,194 shares; 2025Q2: 1,232 shares; 2025Q3: 1,246 shares; 2025Q4: 1,182 shares; 2026Q1: 1,161 shares 1,161 $333K 0.01% -21 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: restricted; 2024Q4: 1,438 shares; 2025Q1: 1,705 shares; 2025Q2: 1,767 shares; 2025Q3: 1,666 shares; 2025Q4: 1,725 shares; 2026Q1: 1,569 shares 1,569 $332K 0.01% -156 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664 shares; 2025Q1: 856 shares; 2025Q2: 1,110 shares; 2025Q3: 1,159 shares; 2025Q4: 1,244 shares; 2026Q1: 1,167 shares 1,167 $330K 0.01% -77 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,385 shares; 2025Q1: 6,325 shares; 2025Q2: 6,133 shares; 2025Q3: 6,092 shares; 2025Q4: 6,675 shares; 2026Q1: 5,089 shares 5,089 $319K 0.01% -1,586 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 257 shares; 2025Q3: 236 shares; 2025Q4: 184 shares; 2026Q1: 165 shares 165 $316K 0.01% -19 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,497 shares; 2025Q1: 1,509 shares; 2025Q2: 1,487 shares; 2025Q3: 1,486 shares; 2025Q4: 1,515 shares; 2026Q1: 1,480 shares 1,480 $314K 0.01% -35 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: 650 shares; 2025Q2: 3,692 shares; 2025Q3: 5,003 shares; 2025Q4: 5,489 shares; 2026Q1: 5,250 shares 5,250 $310K 0.01% -239 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,565 shares; 2025Q1: 8,381 shares; 2025Q2: 11,536 shares; 2025Q3: 11,086 shares; 2025Q4: 10,114 shares; 2026Q1: 9,166 shares 9,166 $307K 0.01% -948 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: restricted; 2024Q4: 1,076 shares; 2025Q1: 1,210 shares; 2025Q2: 1,474 shares; 2025Q3: 1,400 shares; 2025Q4: 1,365 shares; 2026Q1: 1,248 shares 1,248 $305K 0.01% -117 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 2,356 shares; 2025Q2: 3,252 shares; 2025Q3: 3,734 shares; 2025Q4: 3,715 shares; 2026Q1: 3,763 shares 3,763 $305K 0.01% +48 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 920 shares; 2025Q2: 846 shares; 2025Q3: 813 shares; 2025Q4: 783 shares; 2026Q1: 819 shares 819 $298K 0.01% +36 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 486 shares; 2025Q2: 642 shares; 2025Q3: 658 shares; 2025Q4: 683 shares; 2026Q1: 621 shares 621 $294K 0.01% -62 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 895 shares; 2025Q2: 1,028 shares; 2025Q3: 1,021 shares; 2025Q4: 1,032 shares; 2026Q1: 931 shares 931 $292K 0.01% -101 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 3,330 shares; 2025Q2: 6,901 shares; 2025Q3: 7,226 shares; 2025Q4: 6,872 shares; 2026Q1: 6,293 shares 6,293 $292K 0.01% -579 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,278 shares; 2025Q1: 10,131 shares; 2025Q2: 9,827 shares; 2025Q3: 9,461 shares; 2025Q4: 7,951 shares; 2026Q1: 7,497 shares 7,497 $291K 0.01% -454 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 768 shares; 2025Q2: 1,030 shares; 2025Q3: 1,053 shares; 2025Q4: 999 shares; 2026Q1: 1,160 shares 1,160 $291K 0.01% +161 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,601 shares; 2025Q2: 1,493 shares; 2025Q3: 1,475 shares; 2025Q4: 1,453 shares; 2026Q1: 1,353 shares 1,353 $290K 0.01% -100 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 1,142 shares; 2025Q2: 1,302 shares; 2025Q3: 19,059 shares; 2025Q4: 19,035 shares; 2026Q1: 19,109 shares 19,109 $288K 0.01% +74 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,586 shares; 2025Q1: 3,684 shares; 2025Q2: 3,905 shares; 2025Q3: 3,844 shares; 2025Q4: 3,702 shares; 2026Q1: 3,498 shares 3,498 $287K 0.01% -204 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,065 shares; 2025Q1: 27,456 shares; 2025Q2: 12,041 shares; 2025Q3: 11,981 shares; 2025Q4: 11,901 shares; 2026Q1: 6,234 shares 6,234 $286K 0.01% -5,667 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,313 shares; 2025Q1: 5,168 shares; 2025Q2: 4,382 shares; 2025Q3: 4,617 shares; 2025Q4: 5,183 shares; 2026Q1: 4,829 shares 4,829 $284K 0.01% -354 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 899 shares 899 $282K 0.01% +85 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,732 shares; 2025Q1: 3,605 shares; 2025Q2: 3,803 shares; 2025Q3: 3,749 shares; 2025Q4: 3,834 shares; 2026Q1: 3,616 shares 3,616 $281K 0.01% -218 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,013 shares; 2025Q2: 1,274 shares; 2025Q3: 1,273 shares; 2025Q4: 1,345 shares; 2026Q1: 1,273 shares 1,273 $276K 0.01% -72 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 640 shares; 2025Q2: 617 shares; 2025Q3: 647 shares; 2025Q4: 710 shares; 2026Q1: 704 shares 704 $273K 0.01% -6 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: restricted; 2024Q4: 3,338 shares; 2025Q1: 4,719 shares; 2025Q2: 4,744 shares; 2025Q3: 3,990 shares; 2025Q4: 4,749 shares; 2026Q1: 3,805 shares 3,805 $273K 0.01% -944 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: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,356 shares; 2025Q2: 1,437 shares; 2025Q3: 1,517 shares; 2025Q4: 1,582 shares; 2026Q1: 1,462 shares 1,462 $273K 0.01% -120 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 177 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $272K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 270 shares; 2025Q2: 249 shares; 2025Q3: 257 shares; 2025Q4: 264 shares; 2026Q1: 243 shares 243 $266K 0.01% -21 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,046 shares; 2025Q2: 3,250 shares; 2025Q3: 3,022 shares; 2025Q4: 2,933 shares; 2026Q1: 2,718 shares 2,718 $264K 0.01% -215 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,470 shares; 2025Q1: 7,319 shares; 2025Q2: 7,148 shares; 2025Q3: 7,500 shares; 2025Q4: 7,059 shares; 2026Q1: 4,989 shares 4,989 $264K 0.01% -2,070 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,507 shares; 2025Q1: 2,371 shares; 2025Q2: 2,491 shares; 2025Q3: 1,109 shares; 2025Q4: 1,002 shares; 2026Q1: 913 shares 913 $262K 0.01% -89 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: restricted; 2024Q4: 4,100 shares; 2025Q1: 5,244 shares; 2025Q2: 4,712 shares; 2025Q3: 4,363 shares; 2025Q4: 4,455 shares; 2026Q1: 4,181 shares 4,181 $258K 0.01% -274 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: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,376 shares; 2025Q2: 2,156 shares; 2025Q3: 1,823 shares; 2025Q4: 1,725 shares; 2026Q1: 1,414 shares 1,414 $258K 0.01% -311 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,699 shares; 2025Q2: 1,451 shares; 2025Q3: 1,312 shares; 2025Q4: 1,113 shares; 2026Q1: 987 shares 987 $257K 0.01% -126 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,483 shares; 2025Q2: 2,561 shares; 2025Q3: 2,256 shares; 2025Q4: 2,245 shares; 2026Q1: 2,209 shares 2,209 $256K 0.01% -36 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 552 shares; 2025Q2: 728 shares; 2025Q3: 1,154 shares; 2025Q4: 662 shares; 2026Q1: 639 shares 639 $253K 0.01% -23 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,690 shares; 2025Q1: 22,807 shares; 2025Q2: 23,732 shares; 2025Q3: 5,859 shares; 2025Q4: 6,139 shares; 2026Q1: 6,137 shares 6,137 $252K 0.01% -2 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 229 shares; 2025Q2: 837 shares; 2025Q3: 840 shares; 2025Q4: 898 shares; 2026Q1: 1,091 shares 1,091 $251K 0.01% +193 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $248K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 126 shares; 2025Q2: 312 shares; 2025Q3: 427 shares; 2025Q4: 755 shares; 2026Q1: 620 shares 620 $247K 0.01% -135 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 592 shares; 2025Q2: 562 shares; 2025Q3: 566 shares; 2025Q4: 592 shares; 2026Q1: 563 shares 563 $246K 0.01% -29 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,321 shares; 2025Q1: 1,367 shares; 2025Q2: 1,393 shares; 2025Q3: 1,436 shares; 2025Q4: 1,357 shares; 2026Q1: 1,517 shares 1,517 $245K 0.01% +160 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 820 shares; 2025Q2: 827 shares; 2025Q3: 792 shares; 2025Q4: 796 shares; 2026Q1: 823 shares 823 $244K 0.01% +27 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,723 shares; 2025Q1: 12,997 shares; 2025Q2: 10,294 shares; 2025Q3: 10,135 shares; 2025Q4: 9,686 shares; 2026Q1: 8,834 shares 8,834 $243K 0.01% -852 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,051 shares; 2025Q1: 2,452 shares; 2025Q2: 2,260 shares; 2025Q3: 2,111 shares; 2025Q4: 1,763 shares; 2026Q1: 1,618 shares 1,618 $238K 0.01% -145 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 144 shares; 2025Q3: 1,507 shares; 2025Q4: 1,228 shares; 2026Q1: 1,221 shares 1,221 $234K 0.01% -7 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 407 shares; 2025Q2: 364 shares; 2025Q3: 380 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $231K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares 1,097 $226K 0.01% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 5,565 shares; 2026Q1: 5,465 shares 5,465 $224K 0.01% -100 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,817 shares; 2025Q1: 1,339 shares; 2025Q2: 1,777 shares; 2025Q3: 1,770 shares; 2025Q4: 1,889 shares; 2026Q1: 1,958 shares 1,958 $223K 0.01% +69 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,979 shares; 2025Q1: 2,420 shares; 2025Q2: 3,224 shares; 2025Q3: 3,458 shares; 2025Q4: 3,679 shares; 2026Q1: 3,277 shares 3,277 $218K 0.01% -402 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 851 shares; 2025Q2: 950 shares; 2025Q3: 931 shares; 2025Q4: 853 shares; 2026Q1: 796 shares 796 $217K 0.01% -57 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,801 shares; 2025Q1: 2,016 shares; 2025Q2: 2,541 shares; 2025Q3: 2,328 shares; 2025Q4: 2,076 shares; 2026Q1: 1,867 shares 1,867 $216K 0.01% -209 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,857 shares; 2025Q1: 9,857 shares; 2025Q2: 9,857 shares; 2025Q3: 9,857 shares; 2025Q4: 9,857 shares; 2026Q1: 9,857 shares 9,857 $215K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,415 shares; 2025Q2: 1,701 shares; 2025Q3: 1,702 shares; 2025Q4: 1,739 shares; 2026Q1: 1,589 shares 1,589 $215K 0.01% -150 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 250 shares; 2025Q2: 257 shares; 2025Q3: 208 shares; 2025Q4: 214 shares; 2026Q1: 185 shares 185 $214K 0.01% -29 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,867 shares; 2025Q1: 1,951 shares; 2025Q2: 2,023 shares; 2025Q3: 2,120 shares; 2025Q4: 1,074 shares; 2026Q1: 1,051 shares 1,051 $214K 0.01% -23 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 562 shares; 2025Q2: 589 shares; 2025Q3: 568 shares; 2025Q4: 574 shares; 2026Q1: 564 shares 564 $214K 0.01% -10 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,418 shares; 2025Q1: 2,511 shares; 2025Q2: 2,394 shares; 2025Q3: 2,589 shares; 2025Q4: 2,514 shares; 2026Q1: 1,805 shares 1,805 $214K 0.01% -709 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 1,367 shares; 2025Q2: 1,387 shares; 2025Q3: 1,363 shares; 2025Q4: 1,211 shares; 2026Q1: 980 shares 980 $212K 0.01% -231 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,368 shares; 2025Q1: 3,223 shares; 2025Q2: 3,615 shares; 2025Q3: 3,737 shares; 2025Q4: 40,655 shares; 2026Q1: 1,433 shares 1,433 $212K 0.01% -39,222 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: restricted; 2024Q4: 2,281 shares; 2025Q1: 2,091 shares; 2025Q2: 5,232 shares; 2025Q3: 5,537 shares; 2025Q4: 5,800 shares; 2026Q1: 5,383 shares 5,383 $210K 0.01% -417 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,034 shares; 2025Q1: 4,778 shares; 2025Q2: 4,065 shares; 2025Q3: 4,078 shares; 2025Q4: 4,141 shares; 2026Q1: 3,705 shares 3,705 $209K 0.01% -436 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,351 shares; 2025Q1: 7,988 shares; 2025Q2: 7,916 shares; 2025Q3: 8,180 shares; 2025Q4: 6,989 shares; 2026Q1: 6,279 shares 6,279 $208K 0.01% -710 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 967 shares; 2025Q1: 1,171 shares; 2025Q2: 1,477 shares; 2025Q3: 1,511 shares; 2025Q4: 1,498 shares; 2026Q1: 1,369 shares 1,369 $206K 0.01% -129 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,226 shares; 2025Q1: 6,236 shares; 2025Q2: 5,244 shares; 2025Q3: 5,654 shares; 2025Q4: 5,560 shares; 2026Q1: 5,218 shares 5,218 $204K 0.01% -342 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 943 shares; 2025Q2: 1,100 shares; 2025Q3: 1,266 shares; 2025Q4: 1,274 shares; 2026Q1: 1,195 shares 1,195 $204K 0.01% -79 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares; 2026Q1: 2,221 shares 2,221 $202K 0.01% -409 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,676 shares; 2025Q2: 2,639 shares; 2025Q3: 2,336 shares; 2025Q4: 2,031 shares; 2026Q1: 1,843 shares 1,843 $199K 0.01% -188 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 791 shares; 2025Q2: 720 shares; 2025Q3: 658 shares; 2025Q4: 596 shares; 2026Q1: 617 shares 617 $199K 0.01% +21 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,819 shares; 2025Q1: 2,869 shares; 2025Q2: 3,027 shares; 2025Q3: 3,057 shares; 2025Q4: 2,905 shares; 2026Q1: 2,959 shares 2,959 $199K 0.01% +54 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: restricted; 2024Q4: 645 shares; 2025Q1: 1,164 shares; 2025Q2: 948 shares; 2025Q3: 1,009 shares; 2025Q4: 1,054 shares; 2026Q1: 1,204 shares 1,204 $198K 0.01% +150 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 1,162 shares; 2025Q2: 1,066 shares; 2025Q3: 775 shares; 2025Q4: 1,035 shares; 2026Q1: 671 shares 671 $196K 0.01% -364 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 1,150 shares; 2025Q2: 1,108 shares; 2025Q3: 1,107 shares; 2025Q4: 933 shares; 2026Q1: 772 shares 772 $194K 0.01% -161 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 327 shares; 2025Q2: 990 shares; 2025Q3: 987 shares; 2025Q4: 1,047 shares; 2026Q1: 1,078 shares 1,078 $194K 0.01% +31 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 2,234 shares; 2025Q2: 2,116 shares; 2025Q3: 1,588 shares; 2025Q4: 1,307 shares; 2026Q1: 1,221 shares 1,221 $193K 0.01% -86 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 798 shares; 2025Q2: 910 shares; 2025Q3: 864 shares; 2025Q4: 1,045 shares; 2026Q1: 881 shares 881 $193K 0.01% -164 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 565 shares; 2025Q2: 726 shares; 2025Q3: 691 shares; 2025Q4: 752 shares; 2026Q1: 719 shares 719 $191K 0.01% -33 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: restricted; 2024Q4: 4,758 shares; 2025Q1: 4,461 shares; 2025Q2: 4,355 shares; 2025Q3: 3,839 shares; 2025Q4: 3,667 shares; 2026Q1: 3,502 shares 3,502 $190K 0.01% -165 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,560 shares; 2025Q1: 2,052 shares; 2025Q2: 2,007 shares; 2025Q3: 2,028 shares; 2025Q4: 2,039 shares; 2026Q1: 2,070 shares 2,070 $188K 0.01% +31 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,273 shares; 2025Q1: 20,408 shares; 2025Q2: 17,888 shares; 2025Q3: 2,568 shares; 2025Q4: 1,818 shares; 2026Q1: 2,297 shares 2,297 $188K 0.01% +479 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 500 shares 500 $185K 0.01% +300 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: restricted; 2024Q4: 223,672 shares; 2025Q1: 12,528 shares; 2025Q2: 15,699 shares; 2025Q3: 16,956 shares; 2025Q4: 16,079 shares; 2026Q1: 15,946 shares 15,946 $184K 0.01% -133 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 886 shares; 2025Q1: 1,200 shares; 2025Q2: 1,415 shares; 2025Q3: 1,407 shares; 2025Q4: 1,522 shares; 2026Q1: 1,456 shares 1,456 $184K 0.01% -66 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,723 shares; 2025Q1: 3,107 shares; 2025Q2: 2,599 shares; 2025Q3: 2,586 shares; 2025Q4: 2,587 shares; 2026Q1: 2,552 shares 2,552 $183K <0.01% -35 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: restricted; 2024Q4: 1,614 shares; 2025Q1: 1,781 shares; 2025Q2: 4,578 shares; 2025Q3: 4,577 shares; 2025Q4: 4,790 shares; 2026Q1: 4,298 shares 4,298 $182K <0.01% -492 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: restricted; 2024Q4: 5,892 shares; 2025Q1: 8,466 shares; 2025Q2: 8,883 shares; 2025Q3: 6,157 shares; 2025Q4: 9,613 shares; 2026Q1: 10,318 shares 10,318 $178K <0.01% +705 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,958 shares; 2025Q2: 2,650 shares; 2025Q3: 2,684 shares; 2025Q4: 2,697 shares; 2026Q1: 2,441 shares 2,441 $177K <0.01% -256 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,411 shares; 2025Q1: 2,834 shares; 2025Q2: 2,938 shares; 2025Q3: 2,788 shares; 2025Q4: 2,608 shares; 2026Q1: 2,522 shares 2,522 $177K <0.01% -86 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,207 shares; 2025Q1: 2,965 shares; 2025Q2: 3,044 shares; 2025Q3: 2,710 shares; 2025Q4: 2,730 shares; 2026Q1: 2,276 shares 2,276 $175K <0.01% -454 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 138 shares; 2025Q4: 148 shares; 2026Q1: 139 shares 139 $175K <0.01% -9 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 1,732 shares; 2025Q2: 1,507 shares; 2025Q3: 1,546 shares; 2025Q4: 1,691 shares; 2026Q1: 1,591 shares 1,591 $173K <0.01% -100 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,021 shares; 2025Q2: 1,371 shares; 2025Q3: 1,418 shares; 2025Q4: 1,423 shares; 2026Q1: 1,253 shares 1,253 $172K <0.01% -170 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 821 shares; 2025Q1: 1,099 shares; 2025Q2: 1,563 shares; 2025Q3: 1,627 shares; 2025Q4: 1,721 shares; 2026Q1: 1,539 shares 1,539 $171K <0.01% -182 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 670 shares; 2025Q2: 451 shares; 2025Q3: 459 shares; 2025Q4: 411 shares; 2026Q1: 353 shares 353 $171K <0.01% -58 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 521 shares; 2025Q2: 667 shares; 2025Q3: 695 shares; 2025Q4: 739 shares; 2026Q1: 718 shares 718 $171K <0.01% -21 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 649 shares; 2025Q1: 774 shares; 2025Q2: 853 shares; 2025Q3: 895 shares; 2025Q4: 1,710 shares; 2026Q1: 839 shares 839 $170K <0.01% -871 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 715 shares 715 $170K <0.01% +626 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 526 shares; 2025Q1: 523 shares; 2025Q2: 1,110 shares; 2025Q3: 1,296 shares; 2025Q4: 1,090 shares; 2026Q1: 1,042 shares 1,042 $169K <0.01% -48 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 815 shares; 2025Q2: 836 shares; 2025Q3: 1,090 shares; 2025Q4: 1,083 shares; 2026Q1: 1,065 shares 1,065 $167K <0.01% -18 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 116 shares; 2025Q2: 119 shares; 2025Q3: 129 shares; 2025Q4: 205 shares; 2026Q1: 237 shares 237 $167K <0.01% +32 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 683 shares; 2025Q2: 717 shares; 2025Q3: 752 shares; 2025Q4: 701 shares; 2026Q1: 750 shares 750 $166K <0.01% +49 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: restricted; 2024Q4: 31,076 shares; 2025Q1: 30,535 shares; 2025Q2: 28,444 shares; 2025Q3: 4,499 shares; 2025Q4: 1,774 shares; 2026Q1: 1,684 shares 1,684 $166K <0.01% -90 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares 2,155 $165K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,774 shares; 2025Q1: 2,906 shares; 2025Q2: 2,508 shares; 2025Q3: 2,328 shares; 2025Q4: 2,425 shares; 2026Q1: 2,309 shares 2,309 $164K <0.01% -116 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,403 shares; 2025Q1: 2,490 shares; 2025Q2: 2,947 shares; 2025Q3: 1,931 shares; 2025Q4: 2,005 shares; 2026Q1: 1,958 shares 1,958 $164K <0.01% -47 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,805 shares; 2025Q1: 5,686 shares; 2025Q2: 7,792 shares; 2025Q3: 7,248 shares; 2025Q4: 7,298 shares; 2026Q1: 6,825 shares 6,825 $163K <0.01% -473 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 1,074 shares; 2025Q2: 1,414 shares; 2025Q3: 1,503 shares; 2025Q4: 1,020 shares; 2026Q1: 1,042 shares 1,042 $162K <0.01% +22 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 628 shares; 2025Q1: 807 shares; 2025Q2: 854 shares; 2025Q3: 873 shares; 2025Q4: 896 shares; 2026Q1: 818 shares 818 $162K <0.01% -78 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 731 shares; 2025Q2: 783 shares; 2025Q3: 794 shares; 2025Q4: 806 shares; 2026Q1: 692 shares 692 $161K <0.01% -114 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 1,686 shares; 2025Q2: 1,604 shares; 2025Q3: 1,849 shares; 2025Q4: 1,973 shares; 2026Q1: 1,721 shares 1,721 $159K <0.01% -252 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,977 shares; 2025Q1: 3,823 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $159K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,195 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,529 shares; 2026Q1: 1,458 shares 1,458 $159K <0.01% -71 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 893 shares; 2025Q1: 863 shares; 2025Q2: 1,043 shares; 2025Q3: 1,038 shares; 2025Q4: 1,050 shares; 2026Q1: 924 shares 924 $159K <0.01% -126 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 1,072 shares; 2025Q2: 1,167 shares; 2025Q3: 1,212 shares; 2025Q4: 1,075 shares; 2026Q1: 1,168 shares 1,168 $159K <0.01% +93 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,898 shares; 2026Q1: 2,597 shares 2,597 $158K <0.01% +699 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 350 shares; 2025Q2: 422 shares; 2025Q3: 432 shares; 2025Q4: 408 shares; 2026Q1: 369 shares 369 $157K <0.01% -39 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,343 shares; 2025Q1: 2,451 shares; 2025Q2: 2,627 shares; 2025Q3: 2,587 shares; 2025Q4: 2,546 shares; 2026Q1: 2,061 shares 2,061 $155K <0.01% -485 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,129 shares; 2025Q1: 2,064 shares; 2025Q2: 5,988 shares; 2025Q3: 6,137 shares; 2025Q4: 6,247 shares; 2026Q1: 5,832 shares 5,832 $155K <0.01% -415 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,159 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,373 shares; 2025Q4: 3,484 shares; 2026Q1: 2,821 shares 2,821 $154K <0.01% -663 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,401 shares; 2025Q1: 2,509 shares; 2025Q2: 2,314 shares; 2025Q3: 791 shares; 2025Q4: 789 shares; 2026Q1: 738 shares 738 $154K <0.01% -51 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,081 shares; 2025Q1: 34,058 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 3,213 shares 3,213 $154K <0.01% +3,068 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,217 shares; 2025Q1: 1,294 shares; 2025Q2: 1,354 shares; 2025Q3: 1,530 shares; 2025Q4: 1,474 shares; 2026Q1: 1,125 shares 1,125 $152K <0.01% -349 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: restricted; 2024Q4: 3,665 shares; 2025Q1: 4,019 shares; 2025Q2: 3,971 shares; 2025Q3: 3,487 shares; 2025Q4: 3,474 shares; 2026Q1: 3,083 shares 3,083 $151K <0.01% -391 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,748 shares; 2025Q1: 3,389 shares; 2025Q2: 3,432 shares; 2025Q3: 3,464 shares; 2025Q4: 3,416 shares; 2026Q1: 1,704 shares 1,704 $151K <0.01% -1,712 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 1,726 shares; 2025Q2: 1,875 shares; 2025Q3: 1,901 shares; 2025Q4: 2,312 shares; 2026Q1: 2,294 shares 2,294 $150K <0.01% -18 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,343 shares; 2025Q1: 1,956 shares; 2025Q2: 2,671 shares; 2025Q3: 2,387 shares; 2025Q4: 2,252 shares; 2026Q1: 1,819 shares 1,819 $147K <0.01% -433 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,621 shares; 2025Q1: 2,690 shares; 2025Q2: 2,729 shares; 2025Q3: 2,757 shares; 2025Q4: 2,638 shares; 2026Q1: 2,226 shares 2,226 $147K <0.01% -412 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,491 shares; 2025Q2: 2,891 shares; 2025Q3: 2,617 shares; 2025Q4: 2,646 shares; 2026Q1: 2,074 shares 2,074 $147K <0.01% -572 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,076 shares; 2025Q1: 21,659 shares; 2025Q2: 1,738 shares; 2025Q3: 1,858 shares; 2025Q4: 1,889 shares; 2026Q1: 1,829 shares 1,829 $146K <0.01% -60 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,152 shares; 2025Q2: 1,454 shares; 2025Q3: 1,348 shares; 2025Q4: 1,189 shares; 2026Q1: 2,467 shares 2,467 $146K <0.01% +1,278 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: restricted; 2024Q4: 1,417 shares; 2025Q1: 1,619 shares; 2025Q2: 1,641 shares; 2025Q3: 1,697 shares; 2025Q4: 1,613 shares; 2026Q1: 1,560 shares 1,560 $146K <0.01% -53 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 974 shares; 2025Q2: 1,276 shares; 2025Q3: 1,347 shares; 2025Q4: 1,442 shares; 2026Q1: 1,324 shares 1,324 $145K <0.01% -118 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,134 shares; 2025Q1: 362 shares; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $145K <0.01% 0 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: restricted; 2024Q4: 21,435 shares; 2025Q1: 21,661 shares; 2025Q2: 1,636 shares; 2025Q3: 1,520 shares; 2025Q4: 1,557 shares; 2026Q1: 1,276 shares 1,276 $144K <0.01% -281 Timeline