DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560,596 shares; 2024Q4: 1,628,444 shares; 2025Q1: 1,736,890 shares; 2025Q2: 1,812,543 shares; 2025Q3: 1,802,629 shares; 2025Q4: 1,833,381 shares; 2026Q1: 1,853,241 shares 1,853,241 $72M 14.04% +19,860 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,446 shares; 2024Q4: 171,851 shares; 2025Q1: 280,397 shares; 2025Q2: 348,017 shares; 2025Q3: 354,577 shares; 2025Q4: 363,928 shares; 2026Q1: 367,705 shares 367,705 $40.9M 7.97% +3,777 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622,239 shares; 2024Q4: 712,568 shares; 2025Q1: 723,324 shares; 2025Q2: 900,070 shares; 2025Q3: 948,342 shares; 2025Q4: 969,014 shares; 2026Q1: 982,304 shares 982,304 $34.9M 6.81% +13,290 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,677 shares; 2024Q4: 556,565 shares; 2025Q1: 579,477 shares; 2025Q2: 554,448 shares; 2025Q3: 562,163 shares; 2025Q4: 595,313 shares; 2026Q1: 603,374 shares 603,374 $28.9M 5.63% +8,061 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,120 shares; 2024Q4: 293,088 shares; 2025Q1: 315,341 shares; 2025Q2: 553,864 shares; 2025Q3: 529,294 shares; 2025Q4: 531,074 shares; 2026Q1: 530,248 shares 530,248 $25.4M 4.96% -826 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,835 shares; 2024Q4: 281,234 shares; 2025Q1: 301,847 shares; 2025Q2: 305,510 shares; 2025Q3: 313,725 shares; 2025Q4: 349,900 shares; 2026Q1: 368,296 shares 368,296 $19.3M 3.77% +18,396 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,590 shares; 2024Q4: 57,365 shares; 2025Q1: 57,684 shares; 2025Q2: 55,770 shares; 2025Q3: 51,237 shares; 2025Q4: 50,765 shares; 2026Q1: 51,115 shares 51,115 $18.9M 3.69% +350 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,894 shares; 2024Q4: 102,808 shares; 2025Q1: 91,834 shares; 2025Q2: 74,049 shares; 2025Q3: 73,126 shares; 2025Q4: 72,164 shares; 2026Q1: 71,051 shares 71,051 $18M 3.52% -1,113 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,154 shares; 2024Q4: 29,892 shares; 2025Q1: 27,822 shares; 2025Q2: 30,400 shares; 2025Q3: 31,210 shares; 2025Q4: 31,130 shares; 2026Q1: 30,863 shares 30,863 $17.8M 3.47% -267 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,768 shares; 2024Q4: 345,173 shares; 2025Q1: 350,301 shares; 2025Q2: 337,777 shares; 2025Q3: 324,856 shares; 2025Q4: 338,205 shares; 2026Q1: 343,727 shares 343,727 $14.5M 2.83% +5,522 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,784 shares; 2024Q4: 174,075 shares; 2025Q1: 188,766 shares; 2025Q2: 219,719 shares; 2025Q3: 233,189 shares; 2025Q4: 247,863 shares; 2026Q1: 266,202 shares 266,202 $14.4M 2.81% +18,339 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,355 shares; 2024Q4: 409,114 shares; 2025Q1: 428,925 shares; 2025Q2: 285,662 shares; 2025Q3: 282,434 shares; 2025Q4: 293,027 shares; 2026Q1: 307,219 shares 307,219 $10.6M 2.07% +14,192 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,006 shares; 2024Q4: 182,898 shares; 2025Q1: 199,156 shares; 2025Q2: 188,694 shares; 2025Q3: 177,258 shares; 2025Q4: 193,960 shares; 2026Q1: 205,258 shares 205,258 $9.61M 1.87% +11,298 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 26,502 shares; 2025Q1: 26,872 shares; 2025Q2: 26,575 shares; 2025Q3: 25,379 shares; 2025Q4: 25,733 shares; 2026Q1: 26,112 shares 26,112 $7.68M 1.5% +379 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,446 shares; 2024Q4: 79,581 shares; 2025Q1: 89,351 shares; 2025Q2: 130,408 shares; 2025Q3: 134,495 shares; 2025Q4: 141,357 shares; 2026Q1: 142,932 shares 142,932 $7.54M 1.47% +1,575 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,621 shares; 2025Q1: 65,535 shares; 2025Q2: 130,489 shares; 2025Q3: 147,514 shares; 2025Q4: 155,946 shares; 2026Q1: 146,480 shares 146,480 $7.43M 1.45% -9,466 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,332 shares; 2024Q4: 24,078 shares; 2025Q1: 24,832 shares; 2025Q2: 24,668 shares; 2025Q3: 24,531 shares; 2025Q4: 24,654 shares; 2026Q1: 24,556 shares 24,556 $7.06M 1.38% -98 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 9,478 shares; 2025Q1: 10,103 shares; 2025Q2: 10,083 shares; 2025Q3: 9,833 shares; 2025Q4: 9,808 shares; 2026Q1: 9,768 shares 9,768 $6.92M 1.35% -40 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,622 shares; 2024Q4: 147,952 shares; 2025Q1: 145,924 shares; 2025Q2: 149,226 shares; 2025Q3: 151,011 shares; 2025Q4: 150,493 shares; 2026Q1: 151,282 shares 151,282 $6.83M 1.33% +789 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 5,740 shares; 2025Q1: 5,919 shares; 2025Q2: 6,086 shares; 2025Q3: 5,926 shares; 2025Q4: 6,075 shares; 2026Q1: 6,205 shares 6,205 $6.18M 1.21% +130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,265 shares; 2024Q4: 33,255 shares; 2025Q1: 33,450 shares; 2025Q2: 33,196 shares; 2025Q3: 33,194 shares; 2025Q4: 33,488 shares; 2026Q1: 33,410 shares 33,410 $5.83M 1.14% -78 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 28,572 shares; 2025Q1: 28,435 shares; 2025Q2: 28,220 shares; 2025Q3: 28,195 shares; 2025Q4: 27,987 shares; 2026Q1: 27,826 shares 27,826 $5.8M 1.13% -161 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,623 shares; 2024Q4: 48,713 shares; 2025Q1: 51,326 shares; 2025Q2: 41,363 shares; 2025Q3: 39,731 shares; 2025Q4: 38,649 shares; 2026Q1: 38,103 shares 38,103 $4.74M 0.92% -546 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,058 shares; 2024Q4: 114,581 shares; 2025Q1: 119,889 shares; 2025Q2: 117,364 shares; 2025Q3: 109,084 shares; 2025Q4: 114,774 shares; 2026Q1: 113,392 shares 113,392 $4.71M 0.92% -1,382 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 12,905 shares; 2025Q1: 12,905 shares; 2025Q2: 12,737 shares; 2025Q3: 12,737 shares; 2025Q4: 12,737 shares; 2026Q1: 12,737 shares 12,737 $4.09M 0.8% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,401 shares; 2024Q4: 61,401 shares; 2025Q1: 61,401 shares; 2025Q2: 61,401 shares; 2025Q3: 61,401 shares; 2025Q4: 61,401 shares; 2026Q1: 56,401 shares 56,401 $3.85M 0.75% -5,000 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,747 shares; 2024Q4: 23,017 shares; 2025Q1: 24,967 shares; 2025Q2: 22,367 shares; 2025Q3: 21,803 shares; 2025Q4: 22,042 shares; 2026Q1: 21,385 shares 21,385 $3.63M 0.71% -657 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,558 shares; 2025Q1: 5,588 shares; 2025Q2: 5,575 shares; 2025Q3: 5,419 shares; 2025Q4: 5,486 shares; 2026Q1: 5,246 shares 5,246 $3.43M 0.67% -240 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,747 shares; 2024Q4: 21,432 shares; 2025Q1: 21,531 shares; 2025Q2: 21,232 shares; 2025Q3: 20,775 shares; 2025Q4: 20,435 shares; 2026Q1: 15,660 shares 15,660 $3.24M 0.63% -4,775 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,809 shares; 2024Q4: 28,241 shares; 2025Q1: 28,715 shares; 2025Q2: 28,607 shares; 2025Q3: 28,607 shares; 2025Q4: 28,128 shares; 2026Q1: 27,280 shares 27,280 $3.09M 0.6% -848 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,592 shares; 2024Q4: 35,908 shares; 2025Q1: 41,364 shares; 2025Q2: 97,206 shares; 2025Q3: 102,885 shares; 2025Q4: 108,921 shares; 2026Q1: 114,599 shares 114,599 $3.05M 0.59% +5,678 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,638 shares; 2024Q4: 10,497 shares; 2025Q1: 10,343 shares; 2025Q2: 10,340 shares; 2025Q3: 10,239 shares; 2025Q4: 10,164 shares; 2026Q1: 9,994 shares 9,994 $3.02M 0.59% -170 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,369 shares; 2024Q4: 11,166 shares; 2025Q1: 10,388 shares; 2025Q2: 9,378 shares; 2025Q3: 9,377 shares; 2025Q4: 9,348 shares; 2026Q1: 9,150 shares 9,150 $2.91M 0.57% -198 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,907 shares; 2024Q4: 19,988 shares; 2025Q1: 18,411 shares; 2025Q2: 15,781 shares; 2025Q3: 15,398 shares; 2025Q4: 15,129 shares; 2026Q1: 15,153 shares 15,153 $2.76M 0.54% +24 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 9,982 shares; 2025Q1: 9,822 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares; 2025Q4: 19,324 shares; 2026Q1: 19,324 shares 19,324 $2.57M 0.5% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,634 shares; 2024Q4: 8,645 shares; 2025Q1: 8,556 shares; 2025Q2: 8,499 shares; 2025Q3: 7,982 shares; 2025Q4: 7,850 shares; 2026Q1: 7,705 shares 7,705 $2.39M 0.47% -145 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,882 shares; 2024Q4: 12,023 shares; 2025Q1: 10,178 shares; 2025Q2: 10,135 shares; 2025Q3: 9,888 shares; 2025Q4: 9,816 shares; 2026Q1: 9,766 shares 9,766 $2.39M 0.47% -50 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,857 shares; 2025Q1: 2,642 shares; 2025Q2: 2,822 shares; 2025Q3: 2,622 shares; 2025Q4: 2,582 shares; 2026Q1: 2,572 shares 2,572 $2.37M 0.46% -10 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,973 shares; 2025Q1: 28,973 shares; 2025Q2: 28,973 shares; 2025Q3: 29,141 shares; 2025Q4: 29,141 shares; 2026Q1: 29,141 shares 29,141 $2.35M 0.46% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,970 shares; 2024Q4: 29,579 shares; 2025Q1: 31,119 shares; 2025Q2: 7,410 shares; 2025Q3: 7,410 shares; 2025Q4: 7,530 shares; 2026Q1: 7,515 shares 7,515 $2.33M 0.45% -15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 10,529 shares; 2025Q1: 10,071 shares; 2025Q2: 9,590 shares; 2025Q3: 9,460 shares; 2025Q4: 9,423 shares; 2026Q1: 9,337 shares 9,337 $2.21M 0.43% -86 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 3,950 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 4,622 shares; 2025Q4: 4,522 shares; 2026Q1: 4,303 shares 4,303 $2.06M 0.4% -219 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,862 shares; 2024Q4: 20,443 shares; 2025Q1: 20,587 shares; 2025Q2: 20,301 shares; 2025Q3: 20,220 shares; 2025Q4: 19,953 shares; 2026Q1: 17,746 shares 17,746 $1.82M 0.36% -2,207 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,087 shares; 2025Q1: 5,276 shares; 2025Q2: 5,116 shares; 2025Q3: 5,096 shares; 2025Q4: 5,068 shares; 2026Q1: 4,879 shares 4,879 $1.68M 0.33% -189 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $1.61M 0.31% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 8,913 shares; 2025Q1: 9,071 shares; 2025Q2: 9,516 shares; 2025Q3: 8,914 shares; 2025Q4: 8,622 shares; 2026Q1: 8,330 shares 8,330 $1.6M 0.31% -292 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,089 shares; 2024Q4: 18,534 shares; 2025Q1: 18,211 shares; 2025Q2: 17,856 shares; 2025Q3: 16,920 shares; 2025Q4: 16,920 shares; 2026Q1: 16,686 shares 16,686 $1.55M 0.3% -234 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 15,506 shares; 2025Q1: 14,542 shares; 2025Q2: 13,834 shares; 2025Q3: 13,797 shares; 2025Q4: 13,673 shares; 2026Q1: 10,972 shares 10,972 $1.44M 0.28% -2,701 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 10,830 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 7,013 shares; 2025Q4: 6,835 shares; 2026Q1: 6,788 shares 6,788 $1.43M 0.28% -47 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 7,850 shares; 2025Q1: 7,741 shares; 2025Q2: 7,723 shares; 2025Q3: 7,625 shares; 2025Q4: 7,422 shares; 2026Q1: 6,999 shares 6,999 $1.42M 0.28% -423 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,976 shares; 2025Q2: 1,728 shares; 2025Q3: 1,639 shares; 2025Q4: 1,335 shares; 2026Q1: 1,290 shares 1,290 $1.24M 0.24% -45 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,206 shares; 2025Q1: 2,651 shares; 2025Q2: 2,616 shares; 2025Q3: 2,598 shares; 2025Q4: 2,480 shares; 2026Q1: 2,410 shares 2,410 $1.19M 0.23% -70 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,334 shares; 2025Q1: 5,203 shares; 2025Q2: 4,981 shares; 2025Q3: 4,949 shares; 2025Q4: 4,836 shares; 2026Q1: 4,836 shares 4,836 $1.17M 0.23% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 13,513 shares; 2025Q1: 12,635 shares; 2025Q2: 12,885 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares; 2026Q1: 12,512 shares 12,512 $1.16M 0.23% -6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 10,522 shares; 2025Q1: 4,314 shares; 2025Q2: 4,262 shares; 2025Q3: 3,566 shares; 2025Q4: 3,537 shares; 2026Q1: 3,481 shares 3,481 $1.13M 0.22% -56 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,185 shares; 2025Q1: 8,295 shares; 2025Q2: 8,295 shares; 2025Q3: 7,613 shares; 2025Q4: 7,563 shares; 2026Q1: 7,553 shares 7,553 $1.09M 0.21% -10 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,884 shares 1,884 $1.06M 0.21% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,479 shares; 2025Q1: 6,354 shares; 2025Q2: 6,354 shares; 2025Q3: 6,354 shares; 2025Q4: 6,229 shares; 2026Q1: 4,829 shares 4,829 $1.05M 0.2% -1,400 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,252 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,220 shares; 2026Q1: 4,220 shares 4,220 $1.05M 0.2% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,163 shares; 2024Q4: 20,445 shares; 2025Q1: 19,945 shares; 2025Q2: 18,937 shares; 2025Q3: 18,837 shares; 2025Q4: 18,212 shares; 2026Q1: 17,620 shares 17,620 $1.04M 0.2% -592 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 9,291 shares; 2025Q1: 3,150 shares; 2025Q2: 2,851 shares; 2025Q3: 2,801 shares; 2025Q4: 2,791 shares; 2026Q1: 2,747 shares 2,747 $943K 0.18% -44 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,688 shares; 2024Q4: 43,088 shares; 2025Q1: 45,022 shares; 2025Q2: 41,522 shares; 2025Q3: 44,422 shares; 2025Q4: 46,772 shares; 2026Q1: 48,772 shares 48,772 $941K 0.18% +2,000 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,103 shares; 2024Q4: 9,923 shares; 2025Q1: 9,387 shares; 2025Q2: 9,332 shares; 2025Q3: 8,885 shares; 2025Q4: 8,845 shares; 2026Q1: 8,403 shares 8,403 $922K 0.18% -442 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,248 shares; 2024Q4: 14,832 shares; 2025Q1: 13,216 shares; 2025Q2: 12,973 shares; 2025Q3: 11,016 shares; 2025Q4: 10,754 shares; 2026Q1: 10,754 shares 10,754 $917K 0.18% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,751 shares; 2024Q4: 26,121 shares; 2025Q1: 29,593 shares; 2025Q2: 30,099 shares; 2025Q3: 30,099 shares; 2025Q4: 30,099 shares; 2026Q1: 30,099 shares 30,099 $873K 0.17% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,380 shares; 2025Q1: 1,381 shares; 2025Q2: 1,381 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,297 shares 1,297 $844K 0.16% -72 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,804 shares; 2024Q4: 35,844 shares; 2025Q1: 34,021 shares; 2025Q2: 34,721 shares; 2025Q3: 40,175 shares; 2025Q4: 39,675 shares; 2026Q1: 21,087 shares 21,087 $775K 0.15% -18,588 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 9,000 shares; 2025Q1: 9,200 shares; 2025Q2: 13,654 shares; 2025Q3: 13,250 shares; 2025Q4: 13,750 shares; 2026Q1: 14,250 shares 14,250 $750K 0.15% +500 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 7,339 shares; 2025Q1: 7,583 shares; 2025Q2: 7,533 shares; 2025Q3: 5,933 shares; 2025Q4: 6,033 shares; 2026Q1: 5,933 shares 5,933 $714K 0.14% -100 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 2,447 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 7,436 shares; 2026Q1: 7,087 shares 7,087 $713K 0.14% -349 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,984 shares; 2024Q4: 9,230 shares; 2025Q1: 2,960 shares; 2025Q2: 2,663 shares; 2025Q3: 2,109 shares; 2025Q4: 2,079 shares; 2026Q1: 2,024 shares 2,024 $712K 0.14% -55 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,079 shares; 2025Q1: 3,041 shares; 2025Q2: 2,825 shares; 2025Q3: 2,615 shares; 2025Q4: 2,500 shares; 2026Q1: 2,442 shares 2,442 $709K 0.14% -58 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 5,775 shares; 2025Q1: 7,400 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares 7,520 $699K 0.14% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,090 shares; 2024Q4: 73,739 shares; 2025Q1: 73,631 shares; 2025Q2: 62,120 shares; 2025Q3: 52,000 shares; 2025Q4: 37,252 shares; 2026Q1: 27,905 shares 27,905 $692K 0.13% -9,347 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares 1,557 $664K 0.13% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $660K 0.13% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,766 shares; 2024Q4: 14,766 shares; 2025Q1: 14,766 shares; 2025Q2: 14,531 shares; 2025Q3: 14,531 shares; 2025Q4: 14,531 shares; 2026Q1: 14,531 shares 14,531 $649K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 5,709 shares; 2025Q3: 5,209 shares; 2025Q4: 5,209 shares; 2026Q1: 3,829 shares 3,829 $633K 0.12% -1,380 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,949 shares; 2024Q4: 252,910 shares; 2025Q1: 265,222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,793 shares; 2026Q1: 13,437 shares 13,437 $615K 0.12% +644 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 4,343 shares; 2025Q1: 5,043 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares 4,543 $600K 0.12% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 1,006 shares; 2025Q1: 973 shares; 2025Q2: 1,027 shares; 2025Q3: 1,005 shares; 2025Q4: 1,000 shares; 2026Q1: 979 shares 979 $585K 0.11% -21 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,484 shares; 2024Q4: 10,314 shares; 2025Q1: 10,149 shares; 2025Q2: 9,661 shares; 2025Q3: 9,661 shares; 2025Q4: 14,491 shares; 2026Q1: 14,241 shares 14,241 $576K 0.11% -250 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,072 shares; 2024Q4: 9,672 shares; 2025Q1: 9,904 shares; 2025Q2: 10,082 shares; 2025Q3: 9,704 shares; 2025Q4: 9,954 shares; 2026Q1: 9,954 shares 9,954 $564K 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,876 shares; 2024Q4: 10,876 shares; 2025Q1: 10,876 shares; 2025Q2: 10,876 shares; 2025Q3: 10,876 shares; 2025Q4: 10,876 shares; 2026Q1: 8,346 shares 8,346 $551K 0.11% -2,530 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares; 2026Q1: 4,042 shares 4,042 $530K 0.1% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares; 2026Q1: 4,193 shares 4,193 $525K 0.1% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares 2,083 $515K 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 936 shares; 2025Q2: 913 shares; 2025Q3: 900 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $512K 0.1% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,588 shares; 2025Q1: 4,363 shares; 2025Q2: 3,705 shares; 2025Q3: 3,578 shares; 2025Q4: 3,265 shares; 2026Q1: 3,249 shares 3,249 $504K 0.1% -16 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 9,836 shares 9,836 $490K 0.1% -874 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 8,708 shares; 2025Q1: 8,809 shares; 2025Q2: 8,809 shares; 2025Q3: 8,809 shares; 2025Q4: 8,789 shares; 2026Q1: 6,389 shares 6,389 $486K 0.09% -2,400 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $471K 0.09% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 3,534 shares; 2025Q1: 3,219 shares; 2025Q2: 3,185 shares; 2025Q3: 3,170 shares; 2025Q4: 2,726 shares; 2026Q1: 2,681 shares 2,681 $463K 0.09% -45 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 759 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,024 shares; 2026Q1: 989 shares 989 $458K 0.09% -35 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248 $453K 0.09% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,987 shares; 2024Q4: 9,562 shares; 2025Q1: 9,812 shares; 2025Q2: 9,930 shares; 2025Q3: 10,272 shares; 2025Q4: 10,522 shares; 2026Q1: 8,922 shares 8,922 $448K 0.09% -1,600 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 5,516 shares; 2025Q1: 5,724 shares; 2025Q2: 5,236 shares; 2025Q3: 5,161 shares; 2025Q4: 5,161 shares; 2026Q1: 4,357 shares 4,357 $438K 0.09% -804 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $431K 0.08% 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; 2024Q2: restricted; 2024Q3: 9,071 shares; 2024Q4: 7,910 shares; 2025Q1: 7,910 shares; 2025Q2: 7,911 shares; 2025Q3: 7,151 shares; 2025Q4: 7,151 shares; 2026Q1: 5,180 shares 5,180 $424K 0.08% -1,971 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,561 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,728 shares; 2025Q4: 1,733 shares; 2026Q1: 1,738 shares 1,738 $421K 0.08% +5 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares 2,179 $420K 0.08% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 7,513 shares; 2025Q1: 7,513 shares; 2025Q2: 7,513 shares; 2025Q3: 7,513 shares; 2025Q4: 7,513 shares; 2026Q1: 7,513 shares 7,513 $407K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,196 shares; 2025Q1: 2,126 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 3,230 shares; 2026Q1: 1,976 shares 1,976 $402K 0.08% -1,254 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 5,683 shares; 2025Q1: 5,601 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 5,020 shares 5,020 $390K 0.08% -187 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,378 shares; 2025Q1: 3,330 shares; 2025Q2: 3,080 shares; 2025Q3: 2,331 shares; 2025Q4: 2,207 shares; 2026Q1: 1,955 shares 1,955 $388K 0.08% -252 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,412 shares; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $380K 0.07% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,579 shares; 2025Q3: 2,499 shares; 2025Q4: 2,445 shares; 2026Q1: 2,145 shares 2,145 $377K 0.07% -300 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 6,659 shares; 2025Q1: 8,484 shares; 2025Q2: 6,859 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,888 shares 9,888 $374K 0.07% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares 3,316 $361K 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,784 shares; 2025Q1: 8,784 shares; 2025Q2: 8,784 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares 8,784 $361K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 1,754 shares; 2025Q1: 1,705 shares; 2025Q2: 1,422 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,364 shares 1,364 $355K 0.07% -46 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,177 shares; 2025Q1: 9,159 shares; 2025Q2: 8,449 shares; 2025Q3: 7,164 shares; 2025Q4: 6,971 shares; 2026Q1: 6,923 shares 6,923 $352K 0.07% -48 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041 $342K 0.07% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,634 shares; 2026Q1: 6,509 shares 6,509 $339K 0.07% +875 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 7,641 shares; 2025Q1: 7,641 shares; 2025Q2: 8,141 shares; 2025Q3: 9,141 shares; 2025Q4: 9,141 shares; 2026Q1: 9,141 shares 9,141 $337K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 300 shares; 2025Q3: 345 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $337K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 757 shares; 2025Q1: 884 shares; 2025Q2: 905 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares 902 $335K 0.07% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 985 shares 985 $333K 0.06% +15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,726 shares; 2025Q1: 6,726 shares; 2025Q2: 6,726 shares; 2025Q3: 6,726 shares; 2025Q4: 6,726 shares; 2026Q1: 6,726 shares 6,726 $332K 0.06% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 4,725 shares; 2026Q1: 5,225 shares 5,225 $320K 0.06% +500 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $319K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,250 shares; 2025Q1: 1,311 shares; 2025Q2: 1,261 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $311K 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,259 shares; 2025Q2: 1,061 shares; 2025Q3: 461 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $304K 0.06% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,146 shares; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: not reported; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,992 shares 5,992 $302K 0.06% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,010 shares; 2024Q4: 16,938 shares; 2025Q1: 9,718 shares; 2025Q2: 9,218 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares 9,218 $297K 0.06% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,142 shares; 2026Q1: 1,110 shares 1,110 $295K 0.06% -32 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,906 shares; 2026Q1: 4,906 shares 4,906 $291K 0.06% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $280K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,274 shares; 2025Q1: 752 shares; 2025Q2: 705 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 637 shares 637 $271K 0.05% -12 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 1,644 shares; 2025Q3: 1,692 shares; 2025Q4: 1,817 shares; 2026Q1: 1,687 shares 1,687 $270K 0.05% -130 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,610 shares; 2026Q1: 3,498 shares 3,498 $270K 0.05% -112 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $267K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,751 shares; 2024Q4: 8,566 shares; 2025Q1: 8,566 shares; 2025Q2: 8,566 shares; 2025Q3: 8,761 shares; 2025Q4: 9,161 shares; 2026Q1: 9,161 shares 9,161 $257K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,153 shares; 2025Q2: 2,213 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares; 2026Q1: 2,212 shares 2,212 $254K 0.05% -1 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares 2,390 $248K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,784 shares; 2026Q1: 1,904 shares 1,904 $245K 0.05% +120 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares; 2025Q4: 1,616 shares; 2026Q1: 1,600 shares 1,600 $244K 0.05% -16 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: not reported; 2026Q1: 403 shares 403 $244K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $237K 0.05% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $237K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $233K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $232K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: not reported; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $230K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,120 shares 5,120 $226K 0.04% new Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,696 shares; 2025Q4: 6,123 shares; 2026Q1: 4,268 shares 4,268 $222K 0.04% -1,855 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $219K 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,496 shares; 2025Q3: 8,496 shares; 2025Q4: 8,496 shares; 2026Q1: 8,496 shares 8,496 $218K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares 600 $215K 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $212K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,614 shares; 2025Q1: 1,635 shares; 2025Q2: 1,325 shares; 2025Q3: 1,270 shares; 2025Q4: 1,170 shares; 2026Q1: 1,135 shares 1,135 $212K 0.04% -35 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $208K 0.04% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,298 shares 2,298 $208K 0.04% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares 3,073 $208K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: not reported; 2026Q1: 3,576 shares 3,576 $206K 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 939 shares 939 $205K 0.04% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,599 shares 2,599 $204K 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $203K 0.04% 0 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,483 shares; 2025Q3: 24,483 shares; 2025Q4: 24,483 shares; 2026Q1: 24,483 shares 24,483 $156K 0.03% 0 Timeline