AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 734,077 shares; 2025Q1: 705,114 shares; 2025Q2: 711,878 shares; 2025Q3: 705,260 shares; 2025Q4: 685,902 shares; 2026Q1: 670,956 shares; 2026Q2: 642,937 shares 642,937 $186M 4.81% -28,019 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 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; 2026Q2: 920,098 shares 920,098 $184M 4.76% -65,285 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 516,587 shares; 2025Q1: 516,860 shares; 2025Q2: 526,618 shares; 2025Q3: 524,143 shares; 2025Q4: 521,244 shares; 2026Q1: 514,389 shares; 2026Q2: 1,791,507 shares 1,791,507 $144M 3.73% +1,277,118 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 377,308 shares; 2025Q1: 387,654 shares; 2025Q2: 390,270 shares; 2025Q3: 382,294 shares; 2025Q4: 372,154 shares; 2026Q1: 369,142 shares; 2026Q2: 363,800 shares 363,800 $136M 3.51% -5,342 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,451,929 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; 2026Q2: 1,524,095 shares 1,524,095 $109M 2.81% -30,566 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 473,274 shares; 2025Q1: 476,826 shares; 2025Q2: 482,938 shares; 2025Q3: 474,083 shares; 2025Q4: 456,399 shares; 2026Q1: 446,944 shares; 2026Q2: 430,794 shares 430,794 $103M 2.65% -16,150 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 363,637 shares; 2025Q1: 365,438 shares; 2025Q2: 363,026 shares; 2025Q3: 331,459 shares; 2025Q4: 323,301 shares; 2026Q1: 304,462 shares; 2026Q2: 279,354 shares 279,354 $99.8M 2.58% -25,108 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 313,868 shares; 2025Q1: 298,529 shares; 2025Q2: 290,889 shares; 2025Q3: 278,218 shares; 2025Q4: 266,187 shares; 2026Q1: 257,880 shares; 2026Q2: 263,591 shares 263,591 $86.3M 2.23% +5,711 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188,698 shares; 2025Q1: 206,671 shares; 2025Q2: 221,360 shares; 2025Q3: 220,964 shares; 2025Q4: 217,183 shares; 2026Q1: 215,403 shares; 2026Q2: 213,408 shares 213,408 $80.6M 2.08% -1,995 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238,750 shares; 2025Q1: 243,464 shares; 2025Q2: 247,020 shares; 2025Q3: 246,690 shares; 2025Q4: 232,756 shares; 2026Q1: 220,848 shares; 2026Q2: 213,484 shares 213,484 $75.4M 1.95% -7,364 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 553,581 shares; 2025Q1: 568,076 shares; 2025Q2: 573,700 shares; 2025Q3: 555,574 shares; 2025Q4: 541,798 shares; 2026Q1: 529,459 shares; 2026Q2: 510,618 shares 510,618 $60M 1.55% -18,841 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 571,359 shares; 2025Q1: 550,387 shares; 2025Q2: 593,386 shares; 2025Q3: 581,197 shares; 2025Q4: 568,058 shares; 2026Q1: 607,222 shares; 2026Q2: 574,755 shares 574,755 $59.7M 1.54% -32,467 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; 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; 2026Q2: 719,308 shares 719,308 $59.2M 1.53% -16,108 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98,430 shares; 2025Q1: 99,296 shares; 2025Q2: 101,088 shares; 2025Q3: 100,568 shares; 2025Q4: 99,877 shares; 2026Q1: 99,367 shares; 2026Q2: 101,098 shares 101,098 $56.9M 1.47% +1,731 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 854,006 shares; 2025Q1: 827,556 shares; 2025Q2: 792,742 shares; 2025Q3: 752,378 shares; 2025Q4: 733,330 shares; 2026Q1: 708,900 shares; 2026Q2: 659,401 shares 659,401 $50.8M 1.31% -49,499 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160,942 shares; 2025Q1: 158,884 shares; 2025Q2: 156,190 shares; 2025Q3: 153,194 shares; 2025Q4: 149,512 shares; 2026Q1: 148,228 shares; 2026Q2: 145,648 shares 145,648 $50M 1.29% -2,580 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,794 shares; 2025Q1: 92,197 shares; 2025Q2: 92,774 shares; 2025Q3: 92,743 shares; 2025Q4: 91,623 shares; 2026Q1: 90,398 shares; 2026Q2: 96,116 shares 96,116 $48.1M 1.24% +5,718 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 306,930 shares; 2025Q1: 316,338 shares; 2025Q2: 313,011 shares; 2025Q3: 304,743 shares; 2025Q4: 291,326 shares; 2026Q1: 285,553 shares; 2026Q2: 275,637 shares 275,637 $45.7M 1.18% -9,916 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192,704 shares; 2025Q1: 204,090 shares; 2025Q2: 205,088 shares; 2025Q3: 201,994 shares; 2025Q4: 195,867 shares; 2026Q1: 185,261 shares; 2026Q2: 178,349 shares 178,349 $45.3M 1.17% -6,912 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,875 shares; 2025Q1: 57,517 shares; 2025Q2: 59,158 shares; 2025Q3: 57,040 shares; 2025Q4: 54,331 shares; 2026Q1: 48,186 shares; 2026Q2: 42,523 shares 42,523 $45.3M 1.17% -5,663 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; 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; 2026Q2: 351,436 shares 351,436 $42M 1.09% +304,127 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189,039 shares; 2025Q1: 188,357 shares; 2025Q2: 181,339 shares; 2025Q3: 177,556 shares; 2025Q4: 171,575 shares; 2026Q1: 168,181 shares; 2026Q2: 164,347 shares 164,347 $41.4M 1.07% -3,834 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 117,024 shares; 2025Q1: 117,062 shares; 2025Q2: 117,708 shares; 2025Q3: 121,566 shares; 2025Q4: 117,362 shares; 2026Q1: 118,264 shares; 2026Q2: 116,796 shares 116,796 $41.2M 1.06% -1,468 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; 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; 2026Q2: 1,696,406 shares 1,696,406 $41M 1.06% +551,336 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 246,437 shares; 2025Q1: 252,463 shares; 2025Q2: 251,903 shares; 2025Q3: 246,408 shares; 2025Q4: 237,193 shares; 2026Q1: 218,442 shares; 2026Q2: 207,927 shares 207,927 $39.4M 1.02% -10,515 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 329,636 shares; 2025Q1: 352,761 shares; 2025Q2: 369,596 shares; 2025Q3: 370,347 shares; 2025Q4: 369,308 shares; 2026Q1: 378,740 shares; 2026Q2: 405,071 shares 405,071 $39.1M 1.01% +26,331 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 229,845 shares; 2025Q1: 267,598 shares; 2025Q2: 287,210 shares; 2025Q3: 284,570 shares; 2025Q4: 277,158 shares; 2026Q1: 275,741 shares; 2026Q2: 262,909 shares 262,909 $39M 1.01% -12,832 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 398,043 shares; 2025Q1: 394,187 shares; 2025Q2: 390,809 shares; 2025Q3: 386,385 shares; 2025Q4: 377,135 shares; 2026Q1: 355,353 shares; 2026Q2: 339,523 shares 339,523 $38.5M 0.99% -15,830 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,087 shares; 2025Q1: 60,252 shares; 2025Q2: 60,125 shares; 2025Q3: 59,962 shares; 2025Q4: 58,149 shares; 2026Q1: 57,054 shares; 2026Q2: 54,236 shares 54,236 $38.1M 0.99% -2,818 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 285,003 shares; 2025Q1: 293,480 shares; 2025Q2: 290,725 shares; 2025Q3: 284,785 shares; 2025Q4: 258,273 shares; 2026Q1: 263,159 shares; 2026Q2: 254,820 shares 254,820 $37.4M 0.97% -8,339 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 693,824 shares; 2025Q1: 704,029 shares; 2025Q2: 694,264 shares; 2025Q3: 683,204 shares; 2025Q4: 664,000 shares; 2026Q1: 646,928 shares; 2026Q2: 619,974 shares 619,974 $35.3M 0.91% -26,954 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127,777 shares; 2025Q1: 130,092 shares; 2025Q2: 130,761 shares; 2025Q3: 129,838 shares; 2025Q4: 127,293 shares; 2026Q1: 125,419 shares; 2026Q2: 126,293 shares 126,293 $34.1M 0.88% +874 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,471 shares; 2025Q1: 18,617 shares; 2025Q2: 18,088 shares; 2025Q3: 18,377 shares; 2025Q4: 66,395 shares; 2026Q1: 97,697 shares; 2026Q2: 98,971 shares 98,971 $33.8M 0.87% +1,274 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 3,618 shares; 2025Q2: 3,994 shares; 2025Q3: 25,269 shares; 2025Q4: 25,934 shares; 2026Q1: 28,020 shares; 2026Q2: 27,326 shares 27,326 $32.8M 0.85% -694 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,451 shares; 2025Q1: 99,311 shares; 2025Q2: 100,298 shares; 2025Q3: 100,506 shares; 2025Q4: 98,708 shares; 2026Q1: 95,896 shares; 2026Q2: 92,607 shares 92,607 $31.6M 0.82% -3,289 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,786 shares; 2025Q1: 70,158 shares; 2025Q2: 69,517 shares; 2025Q3: 69,367 shares; 2025Q4: 69,169 shares; 2026Q1: 69,845 shares; 2026Q2: 68,355 shares 68,355 $31.4M 0.81% -1,490 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; 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; 2026Q2: 493,743 shares 493,743 $28.7M 0.74% -7,320 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,931 shares; 2025Q1: 51,760 shares; 2025Q2: 53,144 shares; 2025Q3: 54,294 shares; 2025Q4: 53,574 shares; 2026Q1: 53,163 shares; 2026Q2: 52,114 shares 52,114 $26.1M 0.68% -1,049 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 253,244 shares; 2025Q1: 286,162 shares; 2025Q2: 299,846 shares; 2025Q3: 311,871 shares; 2025Q4: 306,041 shares; 2026Q1: 304,263 shares; 2026Q2: 296,830 shares 296,830 $26.1M 0.67% -7,433 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,639 shares; 2025Q1: 96,038 shares; 2025Q2: 97,403 shares; 2025Q3: 97,359 shares; 2025Q4: 95,550 shares; 2026Q1: 94,946 shares; 2026Q2: 93,280 shares 93,280 $26M 0.67% -1,666 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,926 shares; 2025Q1: 3,778 shares; 2025Q2: 3,737 shares; 2025Q3: 5,857 shares; 2025Q4: 5,669 shares; 2026Q1: 5,932 shares; 2026Q2: 144,771 shares 144,771 $25.8M 0.67% +138,839 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; 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; 2026Q2: 257,808 shares 257,808 $24.9M 0.64% +2,974 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,521 shares; 2025Q1: 21,543 shares; 2025Q2: 314,267 shares; 2025Q3: 301,871 shares; 2025Q4: 291,081 shares; 2026Q1: 277,044 shares; 2026Q2: 263,722 shares 263,722 $24.3M 0.63% -13,322 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,833 shares; 2025Q1: 147,054 shares; 2025Q2: 151,428 shares; 2025Q3: 156,377 shares; 2025Q4: 188,388 shares; 2026Q1: 169,772 shares; 2026Q2: 167,989 shares 167,989 $23M 0.59% -1,783 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 567,701 shares; 2025Q1: 181,042 shares; 2025Q2: 263,939 shares; 2025Q3: 305,204 shares; 2025Q4: 291,128 shares; 2026Q1: 297,448 shares; 2026Q2: 276,445 shares 276,445 $22.9M 0.59% -21,003 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; 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; 2026Q2: 82,507 shares 82,507 $21.9M 0.57% -3,490 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,744 shares; 2025Q1: 39,359 shares; 2025Q2: 50,543 shares; 2025Q3: 49,468 shares; 2025Q4: 49,421 shares; 2026Q1: 50,119 shares; 2026Q2: 48,850 shares 48,850 $20.8M 0.54% -1,269 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,641 shares; 2025Q1: 69,294 shares; 2025Q2: 68,562 shares; 2025Q3: 72,875 shares; 2025Q4: 68,553 shares; 2026Q1: 69,126 shares; 2026Q2: 65,936 shares 65,936 $20.8M 0.54% -3,190 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204,510 shares; 2025Q1: 217,985 shares; 2025Q2: 219,682 shares; 2025Q3: 138,249 shares; 2025Q4: 133,759 shares; 2026Q1: 152,831 shares; 2026Q2: 146,901 shares 146,901 $19.9M 0.51% -5,930 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 449,698 shares; 2025Q1: 469,061 shares; 2025Q2: 484,342 shares; 2025Q3: 489,239 shares; 2025Q4: 455,588 shares; 2026Q1: 468,735 shares; 2026Q2: 461,418 shares 461,418 $19.5M 0.5% -7,317 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,253 shares; 2025Q1: 153,317 shares; 2025Q2: 157,068 shares; 2025Q3: 164,055 shares; 2025Q4: 160,306 shares; 2026Q1: 154,242 shares; 2026Q2: 150,778 shares 150,778 $19.4M 0.5% -3,464 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,429 shares; 2025Q1: 26,041 shares; 2025Q2: 26,898 shares; 2025Q3: 24,517 shares; 2025Q4: 25,093 shares; 2026Q1: 25,105 shares; 2026Q2: 25,392 shares 25,392 $19M 0.49% +287 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; 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; 2026Q2: 235,793 shares 235,793 $18.6M 0.48% +1,662 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; 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; 2026Q2: 61,177 shares 61,177 $17.8M 0.46% -2,729 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 321,004 shares; 2025Q1: 319,944 shares; 2025Q2: 321,273 shares; 2025Q3: 315,429 shares; 2025Q4: 305,332 shares; 2026Q1: 301,025 shares; 2026Q2: 291,559 shares 291,559 $17.4M 0.45% -9,466 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,579 shares; 2025Q1: 41,541 shares; 2025Q2: 42,339 shares; 2025Q3: 41,836 shares; 2025Q4: 41,710 shares; 2026Q1: 39,686 shares; 2026Q2: 38,794 shares 38,794 $16.3M 0.42% -892 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,830 shares; 2025Q1: 20,004 shares; 2025Q2: 19,421 shares; 2025Q3: 18,472 shares; 2025Q4: 17,729 shares; 2026Q1: 17,166 shares; 2026Q2: 16,550 shares 16,550 $15.9M 0.41% -616 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,848 shares; 2025Q1: 76,583 shares; 2025Q2: 90,759 shares; 2025Q3: 85,997 shares; 2025Q4: 68,082 shares; 2026Q1: 57,915 shares; 2026Q2: 52,784 shares 52,784 $15.7M 0.41% -5,131 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,850 shares; 2025Q1: 55,763 shares; 2025Q2: 56,588 shares; 2025Q3: 60,242 shares; 2025Q4: 56,004 shares; 2026Q1: 56,361 shares; 2026Q2: 56,545 shares 56,545 $15.4M 0.4% +184 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,668 shares; 2025Q1: 15,611 shares; 2025Q2: 15,777 shares; 2025Q3: 15,087 shares; 2025Q4: 15,047 shares; 2026Q1: 15,819 shares; 2026Q2: 15,898 shares 15,898 $14.9M 0.38% +79 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; 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; 2026Q2: 39,680 shares 39,680 $14.4M 0.37% +1,160 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; 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; 2026Q2: 108,624 shares 108,624 $14.3M 0.37% -2,307 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; 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; 2026Q2: 28,385 shares 28,385 $14.1M 0.36% -341 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; 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; 2026Q2: 223,196 shares 223,196 $14M 0.36% -6,996 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; 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; 2026Q2: 236,216 shares 236,216 $13.9M 0.36% -2,055 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,011 shares; 2025Q1: 19,004 shares; 2025Q2: 18,143 shares; 2025Q3: 17,469 shares; 2025Q4: 16,309 shares; 2026Q1: 14,796 shares; 2026Q2: 13,568 shares 13,568 $13.7M 0.35% -1,228 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 64,118 shares 64,118 $13.4M 0.35% -5,239 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 109,337 shares 109,337 $12.9M 0.33% -2,660 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 65,076 shares 65,076 $12.7M 0.33% -1,618 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; 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; 2026Q2: 159,112 shares 159,112 $12M 0.31% -18,049 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; 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; 2026Q2: 40,007 shares 40,007 $12M 0.31% -109 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; 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; 2026Q2: 31,941 shares 31,941 $11.5M 0.3% -173 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,230 shares; 2025Q1: 124,916 shares; 2025Q2: 129,398 shares; 2025Q3: 138,166 shares; 2025Q4: 135,664 shares; 2026Q1: 137,620 shares; 2026Q2: 137,546 shares 137,546 $11.4M 0.29% -74 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; 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; 2026Q2: 28,470 shares 28,470 $11.3M 0.29% -631 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; 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; 2026Q2: 459,502 shares 459,502 $11.2M 0.29% +13,966 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,674 shares; 2025Q1: 5,440 shares; 2025Q2: 5,821 shares; 2025Q3: 6,205 shares; 2025Q4: 8,196 shares; 2026Q1: 9,397 shares; 2026Q2: 18,713 shares 18,713 $10.9M 0.28% +9,316 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,356 shares; 2025Q1: 23,367 shares; 2025Q2: 23,188 shares; 2025Q3: 21,943 shares; 2025Q4: 21,381 shares; 2026Q1: 19,873 shares; 2026Q2: 21,248 shares 21,248 $10.8M 0.28% +1,375 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; 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; 2026Q2: 31,745 shares 31,745 $10.7M 0.28% -1,431 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; 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; 2026Q2: 29,317 shares 29,317 $10.7M 0.28% -1,715 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 130,393 shares 130,393 $10.2M 0.26% +10,052 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,032 shares; 2025Q1: 62,271 shares; 2025Q2: 61,080 shares; 2025Q3: 61,271 shares; 2025Q4: 59,070 shares; 2026Q1: 56,930 shares; 2026Q2: 54,881 shares 54,881 $10.1M 0.26% -2,049 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; 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; 2026Q2: 44,495 shares 44,495 $9.92M 0.26% -1,486 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; 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; 2026Q2: 53,539 shares 53,539 $9.85M 0.25% -800 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; 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; 2026Q2: 203,493 shares 203,493 $9.53M 0.25% -978 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,340 shares 42,340 $9.48M 0.24% new 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; 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; 2026Q2: 18,388 shares 18,388 $9.37M 0.24% -206 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,324 shares 42,324 $9.36M 0.24% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,366 shares; 2025Q1: 11,579 shares; 2025Q2: 9,164 shares; 2025Q3: 9,548 shares; 2025Q4: 37,132 shares; 2026Q1: 13,687 shares; 2026Q2: 12,506 shares 12,506 $9.34M 0.24% -1,181 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; 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; 2026Q2: 68,195 shares 68,195 $9.19M 0.24% -6,483 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; 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; 2026Q2: 45,295 shares 45,295 $8.95M 0.23% -7,932 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,915 shares; 2025Q1: 109,208 shares; 2025Q2: 117,426 shares; 2025Q3: 49,344 shares; 2025Q4: 47,911 shares; 2026Q1: 45,839 shares; 2026Q2: 46,499 shares 46,499 $8.86M 0.23% +660 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169,205 shares; 2025Q1: 167,674 shares; 2025Q2: 148,640 shares; 2025Q3: 131,031 shares; 2025Q4: 120,677 shares; 2026Q1: 114,251 shares; 2026Q2: 106,653 shares 106,653 $8.67M 0.22% -7,598 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,806 shares; 2025Q1: 3,687 shares; 2025Q2: 51,414 shares; 2025Q3: 51,333 shares; 2025Q4: 51,437 shares; 2026Q1: 55,238 shares; 2026Q2: 72,616 shares 72,616 $8.54M 0.22% +17,378 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,988 shares; 2025Q1: 34,436 shares; 2025Q2: 36,527 shares; 2025Q3: 35,438 shares; 2025Q4: 35,021 shares; 2026Q1: 34,737 shares; 2026Q2: 34,656 shares 34,656 $8.53M 0.22% -81 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 83,017 shares 83,017 $8.24M 0.21% +193 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; 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; 2026Q2: 10,592 shares 10,592 $8.08M 0.21% -423 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; 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; 2026Q2: 70,019 shares 70,019 $8.04M 0.21% -4,561 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; 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; 2026Q2: 10,723 shares 10,723 $7.75M 0.2% +3,918 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,282 shares; 2025Q1: 59,125 shares; 2025Q2: 59,526 shares; 2025Q3: 58,971 shares; 2025Q4: 57,815 shares; 2026Q1: 56,458 shares; 2026Q2: 56,302 shares 56,302 $7.7M 0.2% -156 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; 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; 2026Q2: 24,746 shares 24,746 $7.58M 0.2% -2,721 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; 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; 2026Q2: 37,529 shares 37,529 $7.57M 0.2% -426 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,821 shares 28,821 $7.51M 0.19% -1,719 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; 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; 2026Q2: 21,069 shares 21,069 $7.28M 0.19% -1,416 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,367 shares; 2025Q1: 8,268 shares; 2025Q2: 8,184 shares; 2025Q3: 7,956 shares; 2025Q4: 7,717 shares; 2026Q1: 9,847 shares; 2026Q2: 10,033 shares 10,033 $7.16M 0.18% +186 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,017 shares; 2025Q1: 59,885 shares; 2025Q2: 58,603 shares; 2025Q3: 57,035 shares; 2025Q4: 54,179 shares; 2026Q1: 51,478 shares; 2026Q2: 49,783 shares 49,783 $7.13M 0.18% -1,695 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; 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; 2026Q2: 75,442 shares 75,442 $6.88M 0.18% -3,988 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; 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; 2026Q2: 91,989 shares 91,989 $6.84M 0.18% -1,817 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 69,971 shares 69,971 $6.7M 0.17% -1,778 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; 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; 2026Q2: 86,974 shares 86,974 $6.67M 0.17% +3,120 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 121,545 shares 121,545 $6.59M 0.17% -1,045 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; 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; 2026Q2: 95,326 shares 95,326 $6.57M 0.17% +459 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,982 shares; 2025Q1: 60,180 shares; 2025Q2: 63,098 shares; 2025Q3: 63,690 shares; 2025Q4: 57,706 shares; 2026Q1: 63,237 shares; 2026Q2: 62,162 shares 62,162 $6.46M 0.17% -1,075 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,586 shares; 2025Q1: 35,482 shares; 2025Q2: 32,598 shares; 2025Q3: 30,307 shares; 2025Q4: 28,557 shares; 2026Q1: 27,959 shares; 2026Q2: 26,279 shares 26,279 $6.39M 0.17% -1,680 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,765 shares; 2025Q1: 93,760 shares; 2025Q2: 92,336 shares; 2025Q3: 91,176 shares; 2025Q4: 89,547 shares; 2026Q1: 89,684 shares; 2026Q2: 88,262 shares 88,262 $6.35M 0.16% -1,422 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; 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; 2026Q2: 58,101 shares 58,101 $6.27M 0.16% -1,669 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169,652 shares; 2025Q1: 191,794 shares; 2025Q2: 197,055 shares; 2025Q3: 200,369 shares; 2025Q4: 202,734 shares; 2026Q1: 208,496 shares; 2026Q2: 205,596 shares 205,596 $6.27M 0.16% -2,900 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,923 shares; 2025Q1: 11,522 shares; 2025Q2: 11,397 shares; 2025Q3: 11,256 shares; 2025Q4: 10,456 shares; 2026Q1: 11,440 shares; 2026Q2: 21,060 shares 21,060 $6.17M 0.16% +9,620 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,576 shares 9,576 $5.97M 0.15% -1,424 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; 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; 2026Q2: 15,784 shares 15,784 $5.92M 0.15% +2,245 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,725 shares; 2025Q1: 8,795 shares; 2025Q2: 9,053 shares; 2025Q3: 19,860 shares; 2025Q4: 22,108 shares; 2026Q1: 21,439 shares; 2026Q2: 20,968 shares 20,968 $5.9M 0.15% -471 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; 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; 2026Q2: 14,047 shares 14,047 $5.83M 0.15% -808 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,186 shares; 2025Q1: 45,035 shares; 2025Q2: 44,786 shares; 2025Q3: 43,793 shares; 2025Q4: 32,244 shares; 2026Q1: 24,723 shares; 2026Q2: 22,317 shares 22,317 $5.7M 0.15% -2,406 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; 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; 2026Q2: 100,848 shares 100,848 $5.68M 0.15% -883 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,919 shares; 2025Q1: 32,807 shares; 2025Q2: 34,290 shares; 2025Q3: 37,099 shares; 2025Q4: 36,833 shares; 2026Q1: 37,490 shares; 2026Q2: 36,222 shares 36,222 $5.67M 0.15% -1,268 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,098 shares; 2025Q1: 5,736 shares; 2025Q2: 4,094 shares; 2025Q3: 4,010 shares; 2025Q4: 4,237 shares; 2026Q1: 4,301 shares; 2026Q2: 12,894 shares 12,894 $5.59M 0.14% +8,593 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109,109 shares; 2025Q1: 106,556 shares; 2025Q2: 101,042 shares; 2025Q3: 99,108 shares; 2025Q4: 95,687 shares; 2026Q1: 95,082 shares; 2026Q2: 91,131 shares 91,131 $5.5M 0.14% -3,951 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,007 shares; 2025Q1: 36,055 shares; 2025Q2: 35,108 shares; 2025Q3: 30,948 shares; 2025Q4: 30,893 shares; 2026Q1: 31,219 shares; 2026Q2: 30,310 shares 30,310 $5.48M 0.14% -909 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; 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; 2026Q2: 24,092 shares 24,092 $5.43M 0.14% -195 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,702 shares; 2025Q1: 8,079 shares; 2025Q2: 6,021 shares; 2025Q3: 7,114 shares; 2025Q4: 22,921 shares; 2026Q1: 8,096 shares; 2026Q2: 7,856 shares 7,856 $5.4M 0.14% -240 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,804 shares; 2025Q1: 15,768 shares; 2025Q2: 15,929 shares; 2025Q3: 17,829 shares; 2025Q4: 17,888 shares; 2026Q1: 16,861 shares; 2026Q2: 38,552 shares 38,552 $5.38M 0.14% +21,691 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,176 shares; 2025Q1: 11,522 shares; 2025Q2: 12,012 shares; 2025Q3: 11,765 shares; 2025Q4: 11,590 shares; 2026Q1: 10,716 shares; 2026Q2: 10,145 shares 10,145 $5.21M 0.13% -571 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; 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; 2026Q2: 31,036 shares 31,036 $5.17M 0.13% -2,223 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,810 shares; 2025Q1: 4,029 shares; 2025Q2: 3,538 shares; 2025Q3: 3,723 shares; 2025Q4: 4,211 shares; 2026Q1: 4,153 shares; 2026Q2: 4,406 shares 4,406 $5.09M 0.13% +253 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,392 shares; 2025Q1: 52,410 shares; 2025Q2: 47,829 shares; 2025Q3: 45,584 shares; 2025Q4: 41,968 shares; 2026Q1: 49,585 shares; 2026Q2: 48,433 shares 48,433 $4.95M 0.13% -1,152 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,167 shares 35,167 $4.76M 0.12% -631 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; 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; 2026Q2: 26,350 shares 26,350 $4.73M 0.12% -387 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,187 shares; 2025Q1: 40,190 shares; 2025Q2: 42,602 shares; 2025Q3: 42,914 shares; 2025Q4: 42,511 shares; 2026Q1: 42,080 shares; 2026Q2: 43,570 shares 43,570 $4.62M 0.12% +1,490 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,677 shares; 2025Q1: 60,588 shares; 2025Q2: 66,130 shares; 2025Q3: 66,763 shares; 2025Q4: 62,394 shares; 2026Q1: 62,649 shares; 2026Q2: 62,398 shares 62,398 $4.58M 0.12% -251 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; 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; 2026Q2: 6,189 shares 6,189 $4.56M 0.12% +4,113 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; 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; 2026Q2: 11,177 shares 11,177 $4.55M 0.12% -791 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,400 shares; 2025Q1: 16,287 shares; 2025Q2: 16,952 shares; 2025Q3: 17,861 shares; 2025Q4: 17,792 shares; 2026Q1: 18,875 shares; 2026Q2: 18,834 shares 18,834 $4.48M 0.12% -41 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,981 shares; 2025Q1: 5,942 shares; 2025Q2: 5,975 shares; 2025Q3: 5,884 shares; 2025Q4: 5,780 shares; 2026Q1: 5,456 shares; 2026Q2: 6,911 shares 6,911 $4.38M 0.11% +1,455 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,926 shares; 2025Q1: 33,001 shares; 2025Q2: 36,854 shares; 2025Q3: 38,660 shares; 2025Q4: 39,760 shares; 2026Q1: 40,849 shares; 2026Q2: 39,816 shares 39,816 $4.36M 0.11% -1,033 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,054 shares; 2025Q1: 64,094 shares; 2025Q2: 61,400 shares; 2025Q3: 62,248 shares; 2025Q4: 60,107 shares; 2026Q1: 52,274 shares; 2026Q2: 47,669 shares 47,669 $4.33M 0.11% -4,605 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,520 shares 43,520 $4.28M 0.11% -3,470 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; 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; 2026Q2: 20,135 shares 20,135 $4.27M 0.11% -288 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; 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; 2026Q2: 27,171 shares 27,171 $4.08M 0.11% +769 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,704 shares; 2025Q1: 30,029 shares; 2025Q2: 28,179 shares; 2025Q3: 26,854 shares; 2025Q4: 26,204 shares; 2026Q1: 26,146 shares; 2026Q2: 25,751 shares 25,751 $4.04M 0.1% -395 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; 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; 2026Q2: 33,944 shares 33,944 $3.96M 0.1% +20,227 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; 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; 2026Q2: 10,326 shares 10,326 $3.83M 0.1% -358 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,529 shares; 2026Q1: 48,827 shares; 2026Q2: 70,467 shares 70,467 $3.77M 0.1% +21,640 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; 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; 2026Q2: 24,695 shares 24,695 $3.57M 0.09% -233 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; 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; 2026Q2: 15,963 shares 15,963 $3.53M 0.09% -342 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,160 shares 17,160 $3.52M 0.09% -1,125 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; 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; 2026Q2: 73,946 shares 73,946 $3.47M 0.09% -1,738 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; 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; 2026Q2: 195,218 shares 195,218 $3.46M 0.09% +537 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; 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; 2026Q2: 112,769 shares 112,769 $3.38M 0.09% +8,302 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; 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; 2026Q2: 50,995 shares 50,995 $3.38M 0.09% -1,321 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,116 shares; 2025Q1: 29,799 shares; 2025Q2: 29,454 shares; 2025Q3: 29,027 shares; 2025Q4: 28,697 shares; 2026Q1: 9,834 shares; 2026Q2: 9,510 shares 9,510 $3.37M 0.09% -324 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; 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; 2026Q2: 20,379 shares 20,379 $3.33M 0.09% -154 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,319 shares; 2025Q1: 17,006 shares; 2025Q2: 17,196 shares; 2025Q3: 17,394 shares; 2025Q4: 17,699 shares; 2026Q1: 17,923 shares; 2026Q2: 22,334 shares 22,334 $3.27M 0.08% +4,411 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 280,020 shares; 2025Q1: 296,335 shares; 2025Q2: 305,984 shares; 2025Q3: 316,240 shares; 2025Q4: 305,842 shares; 2026Q1: 201,596 shares; 2026Q2: 33,009 shares 33,009 $3.18M 0.08% -168,587 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,954 shares 37,954 $3.17M 0.08% -986 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,425 shares; 2025Q1: 30,554 shares; 2025Q2: 42,873 shares; 2025Q3: 44,713 shares; 2025Q4: 43,437 shares; 2026Q1: 50,954 shares; 2026Q2: 45,118 shares 45,118 $3.14M 0.08% -5,836 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,370 shares; 2025Q1: 57,761 shares; 2025Q2: 50,006 shares; 2025Q3: 48,241 shares; 2025Q4: 41,794 shares; 2026Q1: 32,534 shares; 2026Q2: 32,302 shares 32,302 $3.11M 0.08% -232 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,470 shares; 2025Q1: 8,150 shares; 2025Q2: 38,025 shares; 2025Q3: 64,225 shares; 2025Q4: 75,875 shares; 2026Q1: 96,275 shares; 2026Q2: 97,360 shares 97,360 $3.09M 0.08% +1,085 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,396 shares; 2025Q1: 27,066 shares; 2025Q2: 28,251 shares; 2025Q3: 27,813 shares; 2025Q4: 12,304 shares; 2026Q1: 23,999 shares; 2026Q2: 23,474 shares 23,474 $3.07M 0.08% -525 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 2,063 shares; 2025Q2: 2,456 shares; 2025Q3: 2,469 shares; 2025Q4: 26,409 shares; 2026Q1: 43,139 shares; 2026Q2: 42,911 shares 42,911 $3.06M 0.08% -228 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,594 shares; 2025Q1: 46,264 shares; 2025Q2: 46,736 shares; 2025Q3: 47,391 shares; 2025Q4: 46,656 shares; 2026Q1: 47,971 shares; 2026Q2: 44,305 shares 44,305 $3.03M 0.08% -3,666 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,966 shares 31,966 $3.03M 0.08% -664 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,596 shares; 2025Q1: 15,250 shares; 2025Q2: 26,703 shares; 2025Q3: 25,955 shares; 2025Q4: 23,916 shares; 2026Q1: 23,449 shares; 2026Q2: 23,627 shares 23,627 $2.99M 0.08% +178 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 47,709 shares 47,709 $2.91M 0.08% -324 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,476 shares; 2025Q1: 20,633 shares; 2025Q2: 22,305 shares; 2025Q3: 20,996 shares; 2025Q4: 17,296 shares; 2026Q1: 10,979 shares; 2026Q2: 7,704 shares 7,704 $2.85M 0.07% -3,275 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,668 shares 39,668 $2.85M 0.07% +116 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 115,825 shares 115,825 $2.79M 0.07% +1,773 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; 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; 2026Q2: 55,545 shares 55,545 $2.77M 0.07% -691 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; 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; 2026Q2: 9,095 shares 9,095 $2.76M 0.07% -115 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,479 shares; 2026Q2: 37,484 shares 37,484 $2.73M 0.07% +5 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; 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; 2026Q2: 32,418 shares 32,418 $2.67M 0.07% -565 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,498 shares; 2025Q1: 13,217 shares; 2025Q2: 13,751 shares; 2025Q3: 14,076 shares; 2025Q4: 13,502 shares; 2026Q1: 13,238 shares; 2026Q2: 13,292 shares 13,292 $2.6M 0.07% +54 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; 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; 2026Q2: 134,825 shares 134,825 $2.57M 0.07% -5,485 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,774 shares; 2025Q2: 1,786 shares; 2025Q3: 14,514 shares; 2025Q4: 10,874 shares; 2026Q1: 12,216 shares; 2026Q2: 15,138 shares 15,138 $2.54M 0.07% +2,922 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; 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; 2026Q2: 6,379 shares 6,379 $2.53M 0.07% -679 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; 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; 2026Q2: 20,196 shares 20,196 $2.49M 0.06% -5,089 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,856 shares; 2025Q1: 9,333 shares; 2025Q2: 9,739 shares; 2025Q3: 9,268 shares; 2025Q4: 8,939 shares; 2026Q1: 7,335 shares; 2026Q2: 7,149 shares 7,149 $2.42M 0.06% -186 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,149 shares; 2025Q1: 6,549 shares; 2025Q2: 6,310 shares; 2025Q3: 6,142 shares; 2025Q4: 6,049 shares; 2026Q1: 5,762 shares; 2026Q2: 6,567 shares 6,567 $2.38M 0.06% +805 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,268 shares 56,268 $2.35M 0.06% -16,249 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; 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; 2026Q2: 44,725 shares 44,725 $2.27M 0.06% -752 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; 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; 2026Q2: 9,699 shares 9,699 $2.22M 0.06% -46 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,197 shares; 2025Q1: 5,132 shares; 2025Q2: 5,240 shares; 2025Q3: 4,483 shares; 2025Q4: 4,465 shares; 2026Q1: 4,495 shares; 2026Q2: 5,704 shares 5,704 $2.13M 0.06% +1,209 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,509 shares; 2025Q1: 7,464 shares; 2025Q2: 8,265 shares; 2025Q3: 7,610 shares; 2025Q4: 7,500 shares; 2026Q1: 7,401 shares; 2026Q2: 7,039 shares 7,039 $2.11M 0.05% -362 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,392 shares 40,392 $2.07M 0.05% -2,600 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 594 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 508 shares; 2026Q1: 489 shares; 2026Q2: 6,755 shares 6,755 $2.04M 0.05% +6,266 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,557 shares; 2025Q1: 31,542 shares; 2025Q2: 13,887 shares; 2025Q3: 9,492 shares; 2025Q4: 6,347 shares; 2026Q1: 4,626 shares; 2026Q2: 4,901 shares 4,901 $2.04M 0.05% +275 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; 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; 2026Q2: 72,610 shares 72,610 $2.02M 0.05% -1,192 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 7,996 shares; 2026Q1: 10,028 shares; 2026Q2: 10,517 shares 10,517 $2M 0.05% +489 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,282 shares; 2025Q1: 9,516 shares; 2025Q2: 10,955 shares; 2025Q3: 10,245 shares; 2025Q4: 10,186 shares; 2026Q1: 9,807 shares; 2026Q2: 9,647 shares 9,647 $1.94M 0.05% -160 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,163 shares; 2025Q1: 1,263 shares; 2025Q2: 1,665 shares; 2025Q3: 5,877 shares; 2025Q4: 5,817 shares; 2026Q1: 5,764 shares; 2026Q2: 5,762 shares 5,762 $1.9M 0.05% -2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,804 shares; 2025Q1: 28,801 shares; 2025Q2: 29,263 shares; 2025Q3: 28,665 shares; 2025Q4: 28,082 shares; 2026Q1: 23,719 shares; 2026Q2: 22,982 shares 22,982 $1.9M 0.05% -737 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,715 shares 5,715 $1.82M 0.05% -7,184 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,773 shares; 2025Q1: 9,514 shares; 2025Q2: 10,400 shares; 2025Q3: 8,606 shares; 2025Q4: 6,701 shares; 2026Q1: 6,074 shares; 2026Q2: 6,089 shares 6,089 $1.81M 0.05% +15 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; 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; 2026Q2: 18,814 shares 18,814 $1.81M 0.05% -82 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,625 shares 61,625 $1.81M 0.05% new 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; 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; 2026Q2: 52,853 shares 52,853 $1.79M 0.05% -348 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; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 124 shares; 2025Q2: 159 shares; 2025Q3: 4,489 shares; 2025Q4: 4,464 shares; 2026Q1: 4,457 shares; 2026Q2: 4,407 shares 4,407 $1.77M 0.05% -50 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,107 shares; 2025Q1: 25,888 shares; 2025Q2: 26,935 shares; 2025Q3: 27,272 shares; 2025Q4: 26,800 shares; 2026Q1: 25,474 shares; 2026Q2: 24,271 shares 24,271 $1.75M 0.05% -1,203 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,151 shares 36,151 $1.68M 0.04% -9,222 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,290 shares; 2025Q1: 15,664 shares; 2025Q2: 15,674 shares; 2025Q3: 15,216 shares; 2025Q4: 14,294 shares; 2026Q1: 8,018 shares; 2026Q2: 7,595 shares 7,595 $1.67M 0.04% -423 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,713 shares; 2025Q1: 9,027 shares; 2025Q2: 18,541 shares; 2025Q3: 18,617 shares; 2025Q4: 18,541 shares; 2026Q1: 18,394 shares; 2026Q2: 14,830 shares 14,830 $1.64M 0.04% -3,564 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,201 shares; 2025Q1: 1,402 shares; 2025Q2: 943 shares; 2025Q3: 983 shares; 2025Q4: 999 shares; 2026Q1: 5,181 shares; 2026Q2: 9,076 shares 9,076 $1.59M 0.04% +3,895 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; 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; 2026Q2: 23,826 shares 23,826 $1.58M 0.04% -390 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,827 shares; 2025Q1: 24,420 shares; 2025Q2: 42,506 shares; 2025Q3: 42,653 shares; 2025Q4: 23,844 shares; 2026Q1: 25,002 shares; 2026Q2: 15,672 shares 15,672 $1.55M 0.04% -9,330 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,773 shares 18,773 $1.55M 0.04% -113 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; 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; 2026Q2: 20,276 shares 20,276 $1.53M 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 61,260 shares 61,260 $1.5M 0.04% -6,224 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,329 shares 22,329 $1.5M 0.04% new 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; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 251 shares; 2025Q2: 264 shares; 2025Q3: 925 shares; 2025Q4: 1,183 shares; 2026Q1: 1,267 shares; 2026Q2: 1,321 shares 1,321 $1.5M 0.04% +54 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 647 shares; 2025Q3: 636 shares; 2025Q4: 752 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $1.47M 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,666 shares; 2025Q1: 14,637 shares; 2025Q2: 15,428 shares; 2025Q3: 16,250 shares; 2025Q4: 13,977 shares; 2026Q1: 19,757 shares; 2026Q2: 19,437 shares 19,437 $1.46M 0.04% -320 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; 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; 2026Q2: 8,420 shares 8,420 $1.43M 0.04% +2,617 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,185 shares; 2025Q1: 13,952 shares; 2025Q2: 13,952 shares; 2025Q3: 13,902 shares; 2025Q4: 12,682 shares; 2026Q1: 12,107 shares; 2026Q2: 12,097 shares 12,097 $1.42M 0.04% -10 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,963 shares; 2025Q1: 10,642 shares; 2025Q2: 10,887 shares; 2025Q3: 10,795 shares; 2025Q4: 10,817 shares; 2026Q1: 9,788 shares; 2026Q2: 9,095 shares 9,095 $1.38M 0.04% -693 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,409 shares; 2025Q2: 1,475 shares; 2025Q3: 1,244 shares; 2025Q4: 1,279 shares; 2026Q1: 1,191 shares; 2026Q2: 1,170 shares 1,170 $1.37M 0.04% -21 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,523 shares; 2025Q1: 41,940 shares; 2025Q2: 49,131 shares; 2025Q3: 47,941 shares; 2025Q4: 46,422 shares; 2026Q1: 45,599 shares; 2026Q2: 40,504 shares 40,504 $1.37M 0.04% -5,095 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,130 shares; 2025Q2: 2,580 shares; 2025Q3: 5,280 shares; 2025Q4: 8,295 shares; 2026Q1: 12,105 shares; 2026Q2: 8,570 shares 8,570 $1.34M 0.03% -3,535 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,195 shares 14,195 $1.33M 0.03% -220 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; 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; 2026Q2: 18,453 shares 18,453 $1.29M 0.03% -306 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,281 shares; 2025Q1: 16,805 shares; 2025Q2: 16,181 shares; 2025Q3: 15,777 shares; 2025Q4: 15,267 shares; 2026Q1: 15,007 shares; 2026Q2: 13,378 shares 13,378 $1.25M 0.03% -1,629 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,457 shares; 2025Q1: 57,278 shares; 2025Q2: 57,932 shares; 2025Q3: 53,552 shares; 2025Q4: 39,428 shares; 2026Q1: 49,604 shares; 2026Q2: 9,959 shares 9,959 $1.24M 0.03% -39,645 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,917 shares; 2025Q1: 8,551 shares; 2025Q2: 8,163 shares; 2025Q3: 7,995 shares; 2025Q4: 7,798 shares; 2026Q1: 7,599 shares; 2026Q2: 6,132 shares 6,132 $1.24M 0.03% -1,467 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,929 shares; 2025Q1: 5,912 shares; 2025Q2: 5,846 shares; 2025Q3: 5,712 shares; 2025Q4: 5,539 shares; 2026Q1: 5,697 shares; 2026Q2: 5,428 shares 5,428 $1.2M 0.03% -269 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 11,635 shares; 2026Q2: 11,595 shares 11,595 $1.19M 0.03% -40 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,405 shares; 2025Q1: 9,006 shares; 2025Q2: 8,577 shares; 2025Q3: 8,729 shares; 2025Q4: 8,873 shares; 2026Q1: 8,483 shares; 2026Q2: 8,447 shares 8,447 $1.18M 0.03% -36 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,941 shares; 2025Q1: 17,510 shares; 2025Q2: 16,192 shares; 2025Q3: 16,505 shares; 2025Q4: 17,272 shares; 2026Q1: 10,034 shares; 2026Q2: 10,063 shares 10,063 $1.18M 0.03% +29 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,624 shares 6,624 $1.17M 0.03% -291 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; 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; 2026Q2: 44,936 shares 44,936 $1.15M 0.03% +843 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; 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; 2026Q2: 2,314 shares 2,314 $1.15M 0.03% -307 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,789 shares; 2025Q2: 1,952 shares; 2025Q3: 1,951 shares; 2025Q4: 1,554 shares; 2026Q1: 1,574 shares; 2026Q2: 2,203 shares 2,203 $1.14M 0.03% +629 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,709 shares 6,709 $1.14M 0.03% -1,345 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,629 shares; 2025Q1: 60,819 shares; 2025Q2: 70,093 shares; 2025Q3: 69,378 shares; 2025Q4: 79,533 shares; 2026Q1: 106,192 shares; 2026Q2: 104,483 shares 104,483 $1.13M 0.03% -1,709 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; 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; 2026Q2: 1,773 shares 1,773 $1.13M 0.03% -211 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,919 shares; 2025Q1: 15,422 shares; 2025Q2: 23,531 shares; 2025Q3: 23,322 shares; 2025Q4: 22,000 shares; 2026Q1: 21,348 shares; 2026Q2: 21,356 shares 21,356 $1.12M 0.03% +8 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; 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; 2026Q2: 13,835 shares 13,835 $1.1M 0.03% -7,532 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: 2,817 shares; 2025Q2: 2,695 shares; 2025Q3: 2,849 shares; 2025Q4: 2,834 shares; 2026Q1: 2,208 shares; 2026Q2: 8,780 shares 8,780 $1.09M 0.03% +6,572 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; 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; 2026Q2: 58,431 shares 58,431 $1.09M 0.03% -969 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; 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; 2026Q2: 14,278 shares 14,278 $1.08M 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; 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; 2026Q2: 17,381 shares 17,381 $1.08M 0.03% +39 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,981 shares; 2025Q1: 11,911 shares; 2025Q2: 11,706 shares; 2025Q3: 8,260 shares; 2025Q4: 8,810 shares; 2026Q1: 10,020 shares; 2026Q2: 9,989 shares 9,989 $1.08M 0.03% -31 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; 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; 2026Q2: 10,894 shares 10,894 $1.07M 0.03% -7,271 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,920 shares; 2025Q1: 21,910 shares; 2025Q2: 20,485 shares; 2025Q3: 20,620 shares; 2025Q4: 20,530 shares; 2026Q1: 21,025 shares; 2026Q2: 20,270 shares 20,270 $1.06M 0.03% -755 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,277 shares; 2025Q1: 3,019 shares; 2025Q2: 2,718 shares; 2025Q3: 2,662 shares; 2025Q4: 2,606 shares; 2026Q1: 2,703 shares; 2026Q2: 2,565 shares 2,565 $1.05M 0.03% -138 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; 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; 2026Q2: 8,047 shares 8,047 $1.04M 0.03% -5,512 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; 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; 2026Q2: 4,283 shares 4,283 $1.02M 0.03% -210 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; 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; 2026Q2: 13,052 shares 13,052 $1.02M 0.03% -4,627 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; 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; 2026Q2: 29,211 shares 29,211 $1.02M 0.03% +1,110 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; 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; 2026Q2: 15,483 shares 15,483 $974K 0.03% +10,654 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,431 shares; 2025Q1: 7,431 shares; 2025Q2: 7,431 shares; 2025Q3: 7,346 shares; 2025Q4: 6,580 shares; 2026Q1: 6,570 shares; 2026Q2: 6,565 shares 6,565 $970K 0.03% -5 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; 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; 2026Q2: 18,559 shares 18,559 $962K 0.02% -307 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,695 shares; 2025Q1: 4,382 shares; 2025Q2: 4,361 shares; 2025Q3: 4,228 shares; 2025Q4: 4,143 shares; 2026Q1: 4,104 shares; 2026Q2: 4,006 shares 4,006 $948K 0.02% -98 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,117 shares; 2025Q1: 20,112 shares; 2025Q2: 20,497 shares; 2025Q3: 20,707 shares; 2025Q4: 20,472 shares; 2026Q1: 17,920 shares; 2026Q2: 17,310 shares 17,310 $947K 0.02% -610 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; 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; 2026Q2: 7,439 shares 7,439 $940K 0.02% -50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,916 shares; 2025Q1: 4,078 shares; 2025Q2: 3,990 shares; 2025Q3: 4,082 shares; 2025Q4: 5,191 shares; 2026Q1: 4,445 shares; 2026Q2: 4,315 shares 4,315 $934K 0.02% -130 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,952 shares; 2025Q1: 8,823 shares; 2025Q2: 8,875 shares; 2025Q3: 8,865 shares; 2025Q4: 8,729 shares; 2026Q1: 8,511 shares; 2026Q2: 7,922 shares 7,922 $929K 0.02% -589 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,634 shares; 2025Q1: 6,734 shares; 2025Q2: 8,749 shares; 2025Q3: 8,824 shares; 2025Q4: 8,639 shares; 2026Q1: 8,554 shares; 2026Q2: 8,664 shares 8,664 $922K 0.02% +110 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; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,032 shares; 2025Q2: 999 shares; 2025Q3: 1,025 shares; 2025Q4: 1,155 shares; 2026Q1: 965 shares; 2026Q2: 944 shares 944 $911K 0.02% -21 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; 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; 2026Q2: 27,172 shares 27,172 $909K 0.02% -2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,031 shares; 2025Q1: 7,606 shares; 2025Q2: 7,723 shares; 2025Q3: 7,782 shares; 2025Q4: 7,684 shares; 2026Q1: 7,199 shares; 2026Q2: 7,173 shares 7,173 $906K 0.02% -26 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,740 shares; 2025Q4: 7,294 shares; 2026Q1: 8,218 shares; 2026Q2: 9,528 shares 9,528 $876K 0.02% +1,310 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; 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; 2026Q2: 13,451 shares 13,451 $859K 0.02% -2,508 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,835 shares; 2025Q1: 6,064 shares; 2025Q2: 5,898 shares; 2025Q3: 4,966 shares; 2025Q4: 4,964 shares; 2026Q1: 4,681 shares; 2026Q2: 4,721 shares 4,721 $798K 0.02% +40 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,169 shares; 2026Q2: 14,669 shares 14,669 $774K 0.02% -500 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; 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; 2026Q2: 10,858 shares 10,858 $773K 0.02% -13,186 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,153 shares; 2025Q1: 18,068 shares; 2025Q2: 17,254 shares; 2025Q3: 16,822 shares; 2025Q4: 15,293 shares; 2026Q1: 15,060 shares; 2026Q2: 13,246 shares 13,246 $763K 0.02% -1,814 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 22 shares; 2025Q2: 29 shares; 2025Q3: 38 shares; 2025Q4: 31 shares; 2026Q1: 29 shares; 2026Q2: 5,602 shares 5,602 $763K 0.02% +5,573 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.02% 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; 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; 2026Q2: 4,526 shares 4,526 $733K 0.02% -410 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,324 shares; 2025Q1: 8,587 shares; 2025Q2: 8,528 shares; 2025Q3: 8,378 shares; 2025Q4: 10,053 shares; 2026Q1: 7,595 shares; 2026Q2: 7,621 shares 7,621 $721K 0.02% +26 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,894 shares 1,894 $710K 0.02% -249 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,544 shares; 2025Q1: 8,228 shares; 2025Q2: 7,874 shares; 2025Q3: 7,700 shares; 2025Q4: 7,479 shares; 2026Q1: 7,368 shares; 2026Q2: 6,489 shares 6,489 $705K 0.02% -879 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; 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; 2026Q2: 15,001 shares 15,001 $691K 0.02% -416 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,424 shares; 2025Q1: 6,076 shares; 2025Q2: 6,536 shares; 2025Q3: 8,024 shares; 2025Q4: 8,277 shares; 2026Q1: 8,022 shares; 2026Q2: 7,482 shares 7,482 $690K 0.02% -540 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; 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; 2026Q2: 4,681 shares 4,681 $684K 0.02% -265 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,973 shares 2,973 $675K 0.02% -24 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,401 shares; 2025Q1: 15,958 shares; 2025Q2: 15,320 shares; 2025Q3: 14,947 shares; 2025Q4: 14,479 shares; 2026Q1: 14,200 shares; 2026Q2: 12,650 shares 12,650 $674K 0.02% -1,550 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares; 2026Q2: 3,467 shares 3,467 $657K 0.02% -257 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; 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; 2026Q2: 6,780 shares 6,780 $657K 0.02% -138 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; 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; 2026Q2: 2,883 shares 2,883 $646K 0.02% +248 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 552 shares; 2025Q2: 545 shares; 2025Q3: 536 shares; 2025Q4: 561 shares; 2026Q1: 564 shares; 2026Q2: 3,363 shares 3,363 $623K 0.02% +2,799 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; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 127 shares; 2025Q2: 131 shares; 2025Q3: 350 shares; 2025Q4: 42,717 shares; 2026Q1: 42,602 shares; 2026Q2: 39,134 shares 39,134 $616K 0.02% -3,468 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,802 shares; 2025Q4: 7,879 shares; 2026Q1: 7,615 shares; 2026Q2: 7,054 shares 7,054 $615K 0.02% -561 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 820 shares; 2025Q2: 836 shares; 2025Q3: 768 shares; 2025Q4: 612 shares; 2026Q1: 581 shares; 2026Q2: 588 shares 588 $613K 0.02% +7 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,789 shares; 2025Q1: 4,068 shares; 2025Q2: 5,351 shares; 2025Q3: 5,925 shares; 2025Q4: 6,131 shares; 2026Q1: 6,107 shares; 2026Q2: 5,893 shares 5,893 $603K 0.02% -214 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; 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; 2026Q2: 2,160 shares 2,160 $595K 0.02% -66 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; 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; 2026Q2: 28,593 shares 28,593 $592K 0.02% -2,017 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; 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; 2026Q2: 1,023 shares 1,023 $590K 0.02% -24 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 183 shares; 2025Q2: 210 shares; 2025Q3: 211 shares; 2025Q4: 213 shares; 2026Q1: 85 shares; 2026Q2: 4,154 shares 4,154 $586K 0.02% +4,069 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,938 shares; 2025Q1: 6,914 shares; 2025Q2: 8,269 shares; 2025Q3: 13,986 shares; 2025Q4: 13,456 shares; 2026Q1: 13,240 shares; 2026Q2: 11,689 shares 11,689 $577K 0.01% -1,551 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; 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; 2026Q2: 2,146 shares 2,146 $577K 0.01% -51 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,840 shares; 2025Q1: 14,708 shares; 2025Q2: 15,036 shares; 2025Q3: 14,307 shares; 2025Q4: 14,747 shares; 2026Q1: 3,942 shares; 2026Q2: 4,052 shares 4,052 $577K 0.01% +110 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,617 shares; 2025Q1: 4,250 shares; 2025Q2: 4,353 shares; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares; 2026Q1: 3,519 shares; 2026Q2: 2,319 shares 2,319 $562K 0.01% -1,200 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; 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; 2026Q2: 20,735 shares 20,735 $557K 0.01% +35 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 651 shares; 2025Q2: 625 shares; 2025Q3: 661 shares; 2025Q4: 663 shares; 2026Q1: 570 shares; 2026Q2: 568 shares 568 $556K 0.01% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,425 shares 2,425 $540K 0.01% -36 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 849 shares; 2025Q2: 863 shares; 2025Q3: 869 shares; 2025Q4: 840 shares; 2026Q1: 740 shares; 2026Q2: 714 shares 714 $539K 0.01% -26 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 229 shares; 2025Q2: 837 shares; 2025Q3: 840 shares; 2025Q4: 898 shares; 2026Q1: 1,091 shares; 2026Q2: 1,199 shares 1,199 $533K 0.01% +108 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,469 shares; 2025Q1: 4,772 shares; 2025Q2: 4,732 shares; 2025Q3: 4,258 shares; 2025Q4: 4,253 shares; 2026Q1: 4,241 shares; 2026Q2: 4,237 shares 4,237 $527K 0.01% -4 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; 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; 2026Q2: 8,565 shares 8,565 $524K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 645 shares; 2025Q1: 1,164 shares; 2025Q2: 948 shares; 2025Q3: 1,009 shares; 2025Q4: 1,054 shares; 2026Q1: 1,204 shares; 2026Q2: 1,203 shares 1,203 $519K 0.01% -1 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; 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; 2026Q2: 1,696 shares 1,696 $502K 0.01% -10 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,164 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,790 shares; 2026Q2: 9,776 shares 9,776 $491K 0.01% -14 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,254 shares; 2025Q1: 808 shares; 2025Q2: 1,396 shares; 2025Q3: 2,247 shares; 2025Q4: 2,379 shares; 2026Q1: 2,733 shares; 2026Q2: 2,247 shares 2,247 $490K 0.01% -486 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,861 shares; 2025Q1: 3,833 shares; 2025Q2: 3,863 shares; 2025Q3: 3,921 shares; 2025Q4: 3,825 shares; 2026Q1: 3,690 shares; 2026Q2: 3,186 shares 3,186 $485K 0.01% -504 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; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 616 shares; 2025Q2: 690 shares; 2025Q3: 679 shares; 2025Q4: 676 shares; 2026Q1: 618 shares; 2026Q2: 674 shares 674 $485K 0.01% +56 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,687 shares; 2025Q1: 10,031 shares; 2025Q2: 8,888 shares; 2025Q3: 8,114 shares; 2025Q4: 8,823 shares; 2026Q1: 8,614 shares; 2026Q2: 8,419 shares 8,419 $485K 0.01% -195 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,693 shares; 2025Q1: 7,369 shares; 2025Q2: 7,247 shares; 2025Q3: 6,693 shares; 2025Q4: 6,796 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $482K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 768 shares; 2025Q2: 1,030 shares; 2025Q3: 1,053 shares; 2025Q4: 999 shares; 2026Q1: 1,160 shares; 2026Q2: 1,419 shares 1,419 $475K 0.01% +259 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 320 shares; 2025Q2: 383 shares; 2025Q3: 367 shares; 2025Q4: 364 shares; 2026Q1: 333 shares; 2026Q2: 339 shares 339 $461K 0.01% +6 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; 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; 2026Q2: 2,761 shares 2,761 $460K 0.01% -396 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 935 shares; 2026Q1: 3,435 shares; 2026Q2: 4,282 shares 4,282 $459K 0.01% +847 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; 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; 2026Q2: 3,117 shares 3,117 $454K 0.01% -966 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; 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; 2026Q2: 2,984 shares 2,984 $454K 0.01% -175 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; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 8,903 shares; 2026Q2: 8,925 shares 8,925 $451K 0.01% +22 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 788 shares; 2025Q3: 819 shares; 2025Q4: 866 shares; 2026Q1: 998 shares; 2026Q2: 990 shares 990 $451K 0.01% -8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 5,965 shares; 2025Q2: 5,828 shares; 2025Q3: 5,055 shares; 2025Q4: 4,927 shares; 2026Q1: 4,889 shares; 2026Q2: 4,906 shares 4,906 $450K 0.01% +17 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,436 shares; 2025Q1: 801 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,992 shares; 2026Q1: 1,256 shares; 2026Q2: 1,206 shares 1,206 $444K 0.01% -50 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 2,469 shares; 2025Q2: 2,523 shares; 2025Q3: 2,364 shares; 2025Q4: 2,209 shares; 2026Q1: 2,273 shares; 2026Q2: 2,005 shares 2,005 $438K 0.01% -268 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 820 shares; 2025Q2: 827 shares; 2025Q3: 792 shares; 2025Q4: 796 shares; 2026Q1: 823 shares; 2026Q2: 897 shares 897 $434K 0.01% +74 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,711 shares; 2026Q2: 58,080 shares 58,080 $431K 0.01% -3,631 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; 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; 2026Q2: 17,092 shares 17,092 $430K 0.01% +45 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; 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; 2026Q2: 4,135 shares 4,135 $428K 0.01% +330 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; 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; 2026Q2: 1,974 shares 1,974 $428K 0.01% -3 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; 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; 2026Q2: 6,144 shares 6,144 $425K 0.01% -209 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: 650 shares; 2025Q2: 3,692 shares; 2025Q3: 5,003 shares; 2025Q4: 5,489 shares; 2026Q1: 5,250 shares; 2026Q2: 5,385 shares 5,385 $424K 0.01% +135 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; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 951 shares; 2025Q2: 964 shares; 2025Q3: 934 shares; 2025Q4: 959 shares; 2026Q1: 855 shares; 2026Q2: 861 shares 861 $423K 0.01% +6 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,534 shares; 2026Q1: 8,240 shares; 2026Q2: 8,255 shares 8,255 $418K 0.01% +15 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 1,688 shares; 2025Q2: 1,547 shares; 2025Q3: 2,091 shares; 2025Q4: 2,027 shares; 2026Q1: 2,076 shares; 2026Q2: 1,906 shares 1,906 $418K 0.01% -170 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; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 555 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 10,625 shares; 2026Q1: 10,669 shares; 2026Q2: 10,629 shares 10,629 $415K 0.01% -40 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; 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; 2026Q2: 1,236 shares 1,236 $408K 0.01% -17 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,074 shares; 2026Q2: 19,622 shares 19,622 $408K 0.01% -452 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,423 shares; 2025Q1: 2,830 shares; 2025Q2: 3,047 shares; 2025Q3: 2,882 shares; 2025Q4: 2,679 shares; 2026Q1: 3,996 shares; 2026Q2: 2,567 shares 2,567 $407K 0.01% -1,429 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; 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; 2026Q2: 4,060 shares 4,060 $406K 0.01% +297 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; 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; 2026Q2: 7,319 shares 7,319 $406K 0.01% -101 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; 2024Q3: restricted; 2024Q4: 664 shares; 2025Q1: 856 shares; 2025Q2: 1,110 shares; 2025Q3: 1,159 shares; 2025Q4: 1,244 shares; 2026Q1: 1,167 shares; 2026Q2: 1,159 shares 1,159 $406K 0.01% -8 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,399 shares; 2026Q2: 1,162 shares 1,162 $400K 0.01% -237 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 8,009 shares; 2026Q2: 7,817 shares 7,817 $399K 0.01% -192 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; 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; 2026Q2: 1,248 shares 1,248 $396K 0.01% -28 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,117 shares; 2025Q1: 4,855 shares; 2025Q2: 4,757 shares; 2025Q3: 4,727 shares; 2025Q4: 4,163 shares; 2026Q1: 3,534 shares; 2026Q2: 7,004 shares 7,004 $393K 0.01% +3,470 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; 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; 2026Q2: 1,655 shares 1,655 $393K 0.01% +86 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,278 shares; 2025Q1: 1,439 shares; 2025Q2: 1,538 shares; 2025Q3: 1,521 shares; 2025Q4: 1,548 shares; 2026Q1: 1,359 shares; 2026Q2: 1,134 shares 1,134 $390K 0.01% -225 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; 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; 2026Q2: 4,102 shares 4,102 $388K 0.01% -23,312 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; 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; 2026Q2: 6,622 shares 6,622 $383K 0.01% -415 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; 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; 2026Q2: 4,877 shares 4,877 $376K 0.01% -15 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 5,597 shares; 2025Q2: 5,461 shares; 2025Q3: 5,140 shares; 2025Q4: 4,817 shares; 2026Q1: 4,437 shares; 2026Q2: 4,143 shares 4,143 $373K 0.01% -294 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 126 shares; 2025Q2: 312 shares; 2025Q3: 427 shares; 2025Q4: 755 shares; 2026Q1: 620 shares; 2026Q2: 717 shares 717 $369K 0.01% +97 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; 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; 2026Q2: 8,878 shares 8,878 $367K 0.01% +1,096 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 6,606 shares; 2026Q1: 5,152 shares; 2026Q2: 4,302 shares 4,302 $360K 0.01% -850 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,323 shares 2,323 $357K 0.01% +26 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; 2024Q3: restricted; 2024Q4: 9,989 shares; 2025Q1: 10,293 shares; 2025Q2: 9,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,065 shares; 2026Q2: 14,661 shares 14,661 $356K 0.01% -404 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; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 177 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 179 shares 179 $355K 0.01% -18 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; 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; 2026Q2: 111,035 shares 111,035 $354K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,486 shares 1,486 $354K 0.01% +6 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,836 shares; 2026Q1: 13,536 shares; 2026Q2: 13,496 shares 13,496 $353K 0.01% -40 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,323 shares 6,323 $351K 0.01% -401 Timeline ICPI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,916 shares; 2026Q2: 6,915 shares 6,915 $350K 0.01% -1 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; 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; 2026Q2: 7,200 shares 7,200 $349K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 872 shares 872 $347K 0.01% -359 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; 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; 2026Q2: 3,894 shares 3,894 $339K 0.01% -144 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; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 270 shares; 2025Q2: 249 shares; 2025Q3: 257 shares; 2025Q4: 264 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $336K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 3,813 shares; 2025Q2: 3,858 shares; 2025Q3: 3,708 shares; 2025Q4: 7,326 shares; 2026Q1: 7,326 shares; 2026Q2: 6,602 shares 6,602 $336K 0.01% -724 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; 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; 2026Q2: 10,597 shares 10,597 $335K 0.01% +3,020 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 640 shares; 2025Q2: 617 shares; 2025Q3: 647 shares; 2025Q4: 710 shares; 2026Q1: 704 shares; 2026Q2: 674 shares 674 $331K 0.01% -30 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; 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; 2026Q2: 19,000 shares 19,000 $330K 0.01% -109 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; 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; 2026Q2: 1,550 shares 1,550 $330K 0.01% -259 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; 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; 2026Q2: 1,288 shares 1,288 $329K 0.01% +40 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 920 shares; 2025Q2: 846 shares; 2025Q3: 813 shares; 2025Q4: 783 shares; 2026Q1: 819 shares; 2026Q2: 787 shares 787 $328K 0.01% -32 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; 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; 2026Q2: 1,397 shares 1,397 $326K 0.01% -17 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; 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; 2026Q2: 1,456 shares 1,456 $326K 0.01% -6 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; 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; 2026Q2: 7,180 shares 7,180 $324K 0.01% +355 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,837 shares 2,837 $321K 0.01% -327 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; 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; 2026Q2: 6,901 shares 6,901 $320K 0.01% -596 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 899 shares; 2026Q2: 810 shares 810 $319K 0.01% -89 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; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 1,162 shares; 2025Q2: 1,066 shares; 2025Q3: 775 shares; 2025Q4: 1,035 shares; 2026Q1: 671 shares; 2026Q2: 823 shares 823 $318K 0.01% +152 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,631 shares 1,631 $317K 0.01% -799 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; 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; 2026Q2: 1,056 shares 1,056 $315K 0.01% -105 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; 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; 2026Q2: 3,365 shares 3,365 $315K 0.01% +88 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 381 shares; 2025Q2: 350 shares; 2025Q3: 680 shares; 2025Q4: 1,006 shares; 2026Q1: 1,045 shares; 2026Q2: 1,204 shares 1,204 $313K 0.01% +159 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,368 shares; 2025Q1: 3,223 shares; 2025Q2: 3,615 shares; 2025Q3: 3,737 shares; 2025Q4: 40,655 shares; 2026Q1: 1,433 shares; 2026Q2: 1,967 shares 1,967 $311K 0.01% +534 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 977 shares 977 $306K 0.01% +9 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; 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; 2026Q2: 1,220 shares 1,220 $303K 0.01% -43 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $301K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,398 shares 3,398 $294K 0.01% -100 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,202 shares 1,202 $291K 0.01% -151 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,118 shares 6,118 $291K 0.01% -19 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 552 shares; 2025Q2: 728 shares; 2025Q3: 1,154 shares; 2025Q4: 662 shares; 2026Q1: 639 shares; 2026Q2: 647 shares 647 $289K 0.01% +8 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 521 shares; 2025Q2: 667 shares; 2025Q3: 695 shares; 2025Q4: 739 shares; 2026Q1: 718 shares; 2026Q2: 725 shares 725 $286K 0.01% +7 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; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 257 shares; 2025Q3: 236 shares; 2025Q4: 184 shares; 2026Q1: 165 shares; 2026Q2: 145 shares 145 $283K 0.01% -20 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; 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; 2026Q2: 896 shares 896 $282K 0.01% -17 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; 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; 2026Q2: 6,085 shares 6,085 $280K 0.01% -149 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; 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; 2026Q2: 8,751 shares 8,751 $280K 0.01% -415 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 565 shares; 2025Q2: 726 shares; 2025Q3: 691 shares; 2025Q4: 752 shares; 2026Q1: 719 shares; 2026Q2: 721 shares 721 $278K 0.01% +2 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; 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; 2026Q2: 1,334 shares 1,334 $276K 0.01% -183 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 3,330 shares; 2025Q2: 6,901 shares; 2025Q3: 7,226 shares; 2025Q4: 6,872 shares; 2026Q1: 6,293 shares; 2026Q2: 5,742 shares 5,742 $276K 0.01% -551 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; 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; 2026Q2: 4,037 shares 4,037 $276K 0.01% -144 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; 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; 2026Q2: 3,593 shares 3,593 $275K 0.01% -23 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares; 2026Q2: 1,097 shares 1,097 $270K 0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares; 2026Q2: 2,940 shares 2,940 $269K 0.01% +785 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 109 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 110 shares; 2026Q2: 84 shares 84 $268K 0.01% -26 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; 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; 2026Q2: 1,679 shares 1,679 $267K 0.01% -164 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,876 shares 2,876 $267K 0.01% +158 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,013 shares; 2025Q2: 1,274 shares; 2025Q3: 1,273 shares; 2025Q4: 1,345 shares; 2026Q1: 1,273 shares; 2026Q2: 1,251 shares 1,251 $266K 0.01% -22 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; 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; 2026Q2: 3,625 shares 3,625 $266K 0.01% -80 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,483 shares; 2025Q2: 2,561 shares; 2025Q3: 2,256 shares; 2025Q4: 2,245 shares; 2026Q1: 2,209 shares; 2026Q2: 2,229 shares 2,229 $260K 0.01% +20 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; 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; 2026Q2: 1,956 shares 1,956 $260K 0.01% -2 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,926 shares 2,926 $254K 0.01% +31 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 592 shares; 2025Q2: 562 shares; 2025Q3: 566 shares; 2025Q4: 592 shares; 2026Q1: 563 shares; 2026Q2: 555 shares 555 $251K 0.01% -8 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,898 shares; 2026Q1: 2,597 shares; 2026Q2: 2,597 shares 2,597 $251K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 5,565 shares; 2026Q1: 5,465 shares; 2026Q2: 5,225 shares 5,225 $248K 0.01% -240 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; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 250 shares; 2025Q2: 257 shares; 2025Q3: 208 shares; 2025Q4: 214 shares; 2026Q1: 185 shares; 2026Q2: 186 shares 186 $248K 0.01% +1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 895 shares; 2025Q2: 1,028 shares; 2025Q3: 1,021 shares; 2025Q4: 1,032 shares; 2026Q1: 931 shares; 2026Q2: 874 shares 874 $247K 0.01% -57 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,114 shares 3,114 $245K 0.01% -847 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; 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; 2026Q2: 897 shares 897 $243K 0.01% -90 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,650 shares 3,650 $242K 0.01% +148 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,565 shares 1,565 $240K 0.01% -53 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; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 144 shares; 2025Q3: 1,507 shares; 2025Q4: 1,228 shares; 2026Q1: 1,221 shares; 2026Q2: 1,239 shares 1,239 $237K 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; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 116 shares; 2025Q2: 119 shares; 2025Q3: 129 shares; 2025Q4: 205 shares; 2026Q1: 237 shares; 2026Q2: 274 shares 274 $235K 0.01% +37 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,087 shares 2,087 $233K 0.01% +17 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,857 shares 9,857 $225K 0.01% 0 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; 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; 2026Q2: 8,440 shares 8,440 $225K 0.01% -394 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; 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; 2026Q2: 4,490 shares 4,490 $223K 0.01% -728 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; 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; 2026Q2: 1,148 shares 1,148 $222K 0.01% -47 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 854 shares; 2025Q2: 717 shares; 2025Q3: 1,072 shares; 2025Q4: 1,807 shares; 2026Q1: 1,651 shares; 2026Q2: 2,184 shares 2,184 $219K 0.01% +533 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; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 486 shares; 2025Q2: 642 shares; 2025Q3: 658 shares; 2025Q4: 683 shares; 2026Q1: 621 shares; 2026Q2: 559 shares 559 $218K 0.01% -62 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 835 shares 835 $218K 0.01% -530 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $217K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 407 shares; 2025Q2: 364 shares; 2025Q3: 380 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $216K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 791 shares; 2025Q2: 720 shares; 2025Q3: 658 shares; 2025Q4: 596 shares; 2026Q1: 617 shares; 2026Q2: 650 shares 650 $216K 0.01% +33 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; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 1,367 shares; 2025Q2: 1,387 shares; 2025Q3: 1,363 shares; 2025Q4: 1,211 shares; 2026Q1: 980 shares; 2026Q2: 931 shares 931 $214K 0.01% -49 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; 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; 2026Q2: 2,934 shares 2,934 $213K 0.01% -25 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,755 shares 1,755 $211K 0.01% -112 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; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 350 shares; 2025Q2: 422 shares; 2025Q3: 432 shares; 2025Q4: 408 shares; 2026Q1: 369 shares; 2026Q2: 375 shares 375 $210K 0.01% +6 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; 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; 2026Q2: 1,020 shares 1,020 $209K 0.01% -31 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; 2024Q3: restricted; 2024Q4: 628 shares; 2025Q1: 807 shares; 2025Q2: 854 shares; 2025Q3: 873 shares; 2025Q4: 896 shares; 2026Q1: 818 shares; 2026Q2: 835 shares 835 $209K 0.01% +17 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,457 shares 1,457 $208K 0.01% +1 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,313 shares 1,313 $208K 0.01% -56 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; 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; 2026Q2: 1,273 shares 1,273 $207K 0.01% +20 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,426 shares; 2025Q1: 1,434 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,427 shares; 2026Q2: 1,426 shares 1,426 $204K 0.01% -1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 341 shares; 2025Q2: 279 shares; 2025Q3: 267 shares; 2025Q4: 261 shares; 2026Q1: 225 shares; 2026Q2: 390 shares 390 $204K 0.01% +165 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; 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; 2026Q2: 1,720 shares 1,720 $203K 0.01% +181 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; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 1,150 shares; 2025Q2: 1,108 shares; 2025Q3: 1,107 shares; 2025Q4: 933 shares; 2026Q1: 772 shares; 2026Q2: 750 shares 750 $201K 0.01% -22 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,893 shares 4,893 $201K 0.01% -96 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; 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; 2026Q2: 4,575 shares 4,575 $198K 0.01% -103,623 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,723 shares; 2025Q1: 3,107 shares; 2025Q2: 2,599 shares; 2025Q3: 2,586 shares; 2025Q4: 2,587 shares; 2026Q1: 2,552 shares; 2026Q2: 2,588 shares 2,588 $197K 0.01% +36 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; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 798 shares; 2025Q2: 910 shares; 2025Q3: 864 shares; 2025Q4: 1,045 shares; 2026Q1: 881 shares; 2026Q2: 910 shares 910 $194K 0.01% +29 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 851 shares; 2025Q2: 950 shares; 2025Q3: 931 shares; 2025Q4: 853 shares; 2026Q1: 796 shares; 2026Q2: 652 shares 652 $192K <0.01% -144 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; 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; 2026Q2: 1,577 shares 1,577 $191K <0.01% +17 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,157 shares; 2025Q2: 1,714 shares; 2025Q3: 1,495 shares; 2025Q4: 1,291 shares; 2026Q1: 1,129 shares; 2026Q2: 1,128 shares 1,128 $191K <0.01% -1 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; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 670 shares; 2025Q2: 451 shares; 2025Q3: 459 shares; 2025Q4: 411 shares; 2026Q1: 353 shares; 2026Q2: 416 shares 416 $191K <0.01% +63 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,668 shares 1,668 $190K <0.01% -137 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; 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; 2026Q2: 1,711 shares 1,711 $190K <0.01% +253 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,929 shares 9,929 $190K <0.01% -389 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 323 shares; 2025Q2: 447 shares; 2025Q3: 518 shares; 2025Q4: 512 shares; 2026Q1: 318 shares; 2026Q2: 470 shares 470 $187K <0.01% +152 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,134 shares; 2025Q1: 362 shares; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 2,154 shares 2,154 $186K <0.01% +1,823 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; 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; 2026Q2: 2,428 shares 2,428 $185K <0.01% -13 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; 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; 2026Q2: 4,340 shares 4,340 $185K <0.01% -749 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,177 shares 2,177 $184K <0.01% +103 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; 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; 2026Q2: 1,705 shares 1,705 $183K <0.01% +21 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; 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; 2026Q2: 1,981 shares 1,981 $182K <0.01% +260 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,351 shares; 2025Q1: 7,988 shares; 2025Q2: 7,916 shares; 2025Q3: 8,180 shares; 2025Q4: 6,989 shares; 2026Q1: 6,279 shares; 2026Q2: 6,398 shares 6,398 $180K <0.01% +119 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,301 shares 5,301 $180K <0.01% -82 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,411 shares; 2025Q1: 2,834 shares; 2025Q2: 2,938 shares; 2025Q3: 2,788 shares; 2025Q4: 2,608 shares; 2026Q1: 2,522 shares; 2026Q2: 2,359 shares 2,359 $179K <0.01% -163 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; 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; 2026Q2: 1,294 shares 1,294 $174K <0.01% -295 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 1,112 shares; 2025Q2: 1,144 shares; 2025Q3: 1,078 shares; 2025Q4: 1,072 shares; 2026Q1: 960 shares; 2026Q2: 1,018 shares 1,018 $173K <0.01% +58 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; 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; 2026Q2: 12,289 shares 12,289 $171K <0.01% -3,657 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 350 shares; 2025Q2: 529 shares; 2025Q3: 562 shares; 2025Q4: 569 shares; 2026Q1: 482 shares; 2026Q2: 722 shares 722 $170K <0.01% +240 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 436 shares; 2025Q2: 425 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 531 shares; 2026Q2: 1,585 shares 1,585 $170K <0.01% +1,054 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 261 shares; 2025Q1: 344 shares; 2025Q2: 522 shares; 2025Q3: 531 shares; 2025Q4: 534 shares; 2026Q1: 423 shares; 2026Q2: 445 shares 445 $169K <0.01% +22 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135,569 shares; 2025Q1: 130,496 shares; 2025Q2: 128,862 shares; 2025Q3: 129,997 shares; 2025Q4: 20,218 shares; 2026Q1: 12,193 shares; 2026Q2: 3,416 shares 3,416 $168K <0.01% -8,777 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; 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; 2026Q2: 1,833 shares 1,833 $166K <0.01% +4 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 710 shares; 2025Q1: 1,034 shares; 2025Q2: 997 shares; 2025Q3: 1,178 shares; 2025Q4: 1,357 shares; 2026Q1: 1,264 shares; 2026Q2: 1,211 shares 1,211 $165K <0.01% -53 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,586 shares 1,586 $162K <0.01% -5 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares; 2026Q1: 2,221 shares; 2026Q2: 2,058 shares 2,058 $160K <0.01% -163 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,977 shares; 2025Q1: 3,823 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $160K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,880 shares 1,880 $159K <0.01% -78 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 941 shares; 2025Q1: 974 shares; 2025Q2: 1,062 shares; 2025Q3: 1,066 shares; 2025Q4: 1,081 shares; 2026Q1: 947 shares; 2026Q2: 913 shares 913 $159K <0.01% -34 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 510 shares; 2025Q2: 617 shares; 2025Q3: 726 shares; 2025Q4: 760 shares; 2026Q1: 750 shares; 2026Q2: 733 shares 733 $158K <0.01% -17 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,271 shares; 2025Q1: 2,215 shares; 2025Q2: 2,233 shares; 2025Q3: 2,268 shares; 2025Q4: 2,201 shares; 2026Q1: 2,001 shares; 2026Q2: 2,017 shares 2,017 $158K <0.01% +16 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 581 shares; 2025Q2: 563 shares; 2025Q3: 528 shares; 2025Q4: 569 shares; 2026Q1: 577 shares; 2026Q2: 545 shares 545 $158K <0.01% -32 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 630 shares; 2025Q2: 771 shares; 2025Q3: 708 shares; 2025Q4: 712 shares; 2026Q1: 577 shares; 2026Q2: 585 shares 585 $158K <0.01% +8 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; 2024Q3: restricted; 2024Q4: 893 shares; 2025Q1: 863 shares; 2025Q2: 1,043 shares; 2025Q3: 1,038 shares; 2025Q4: 1,050 shares; 2026Q1: 924 shares; 2026Q2: 904 shares 904 $158K <0.01% -20 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; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 562 shares; 2025Q2: 589 shares; 2025Q3: 568 shares; 2025Q4: 574 shares; 2026Q1: 564 shares; 2026Q2: 561 shares 561 $157K <0.01% -3 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 492 shares; 2025Q2: 831 shares; 2025Q3: 918 shares; 2025Q4: 982 shares; 2026Q1: 745 shares; 2026Q2: 850 shares 850 $157K <0.01% +105 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $156K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 467 shares; 2025Q2: 973 shares; 2025Q3: 1,002 shares; 2025Q4: 1,081 shares; 2026Q1: 917 shares; 2026Q2: 884 shares 884 $155K <0.01% -33 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 731 shares; 2025Q2: 783 shares; 2025Q3: 794 shares; 2025Q4: 806 shares; 2026Q1: 692 shares; 2026Q2: 654 shares 654 $155K <0.01% -38 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,401 shares; 2025Q1: 2,509 shares; 2025Q2: 2,314 shares; 2025Q3: 791 shares; 2025Q4: 789 shares; 2026Q1: 738 shares; 2026Q2: 690 shares 690 $155K <0.01% -48 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,704 shares; 2025Q1: 1,741 shares; 2025Q2: 1,740 shares; 2025Q3: 1,786 shares; 2025Q4: 1,808 shares; 2026Q1: 1,720 shares; 2026Q2: 1,727 shares 1,727 $153K <0.01% +7 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 2,024 shares; 2025Q2: 2,108 shares; 2025Q3: 2,132 shares; 2025Q4: 2,150 shares; 2026Q1: 1,802 shares; 2026Q2: 1,907 shares 1,907 $153K <0.01% +105 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 2,092 shares; 2025Q2: 2,560 shares; 2025Q3: 2,406 shares; 2025Q4: 2,785 shares; 2026Q1: 2,313 shares; 2026Q2: 2,385 shares 2,385 $153K <0.01% +72 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; 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; 2026Q2: 952 shares 952 $152K <0.01% -90 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 310 shares; 2025Q2: 1,602 shares; 2025Q3: 1,630 shares; 2025Q4: 1,710 shares; 2026Q1: 1,706 shares; 2026Q2: 1,752 shares 1,752 $151K <0.01% +46 Timeline