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: 594,863 shares; 2024Q4: 550,563 shares; 2025Q1: 549,522 shares; 2025Q2: 502,902 shares; 2025Q3: 472,305 shares; 2025Q4: 458,913 shares; 2026Q1: 474,346 shares 474,346 $283M 12.42% +15,433 Timeline IDEV 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: 1,508,092 shares; 2024Q4: 1,586,829 shares; 2025Q1: 1,568,484 shares; 2025Q2: 1,516,493 shares; 2025Q3: 1,553,140 shares; 2025Q4: 1,603,120 shares; 2026Q1: 1,624,893 shares 1,624,893 $136M 5.95% +21,773 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: 163,905 shares; 2024Q4: 162,643 shares; 2025Q1: 148,404 shares; 2025Q2: 145,382 shares; 2025Q3: 143,693 shares; 2025Q4: 141,670 shares; 2026Q1: 148,027 shares 148,027 $96.4M 4.23% +6,357 Timeline GOVT 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: 4,482,284 shares; 2024Q4: 5,093,049 shares; 2025Q1: 4,881,324 shares; 2025Q2: 4,140,823 shares; 2025Q3: 4,277,182 shares; 2025Q4: 4,231,614 shares; 2026Q1: 4,165,548 shares 4,165,548 $95.4M 4.18% -66,066 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013,813 shares; 2024Q4: 2,372,259 shares; 2025Q1: 2,331,592 shares; 2025Q2: 2,197,330 shares; 2025Q3: 2,888,561 shares; 2025Q4: 2,997,561 shares; 2026Q1: 3,028,206 shares 3,028,206 $91.1M 3.99% +30,645 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240,107 shares; 2024Q4: 1,262,222 shares; 2025Q1: 1,250,412 shares; 2025Q2: 1,231,786 shares; 2025Q3: 1,190,449 shares; 2025Q4: 1,185,863 shares; 2026Q1: 1,190,822 shares 1,190,822 $83.1M 3.64% +4,959 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: 1,029,614 shares; 2024Q4: 946,056 shares; 2025Q1: 972,377 shares; 2025Q2: 1,011,058 shares; 2025Q3: 996,869 shares; 2025Q4: 1,014,946 shares; 2026Q1: 1,082,976 shares 1,082,976 $73.1M 3.21% +68,030 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254,410 shares; 2024Q4: 2,929,208 shares; 2025Q1: 2,849,066 shares; 2025Q2: 2,425,664 shares; 2025Q3: 2,601,249 shares; 2025Q4: 2,711,604 shares; 2026Q1: 2,755,371 shares 2,755,371 $66.9M 2.93% +43,767 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,972 shares; 2025Q1: 98,639 shares; 2025Q2: 954,581 shares; 2025Q3: 1,085,864 shares; 2025Q4: 1,119,755 shares; 2026Q1: 1,197,568 shares 1,197,568 $62.2M 2.73% +77,813 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,591 shares; 2025Q1: 1,611 shares; 2025Q2: 1,670 shares; 2025Q3: 1,718 shares; 2025Q4: 2,404 shares; 2026Q1: 844,013 shares 844,013 $59.2M 2.6% +841,609 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 3,311 shares; 2025Q1: 3,199 shares; 2025Q2: 14,169 shares; 2025Q3: 33,358 shares; 2025Q4: 313,299 shares; 2026Q1: 1,838,647 shares 1,838,647 $56.4M 2.47% +1,525,348 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,153 shares; 2024Q4: 19,310 shares; 2025Q1: 36,818 shares; 2025Q2: 249,074 shares; 2025Q3: 257,775 shares; 2025Q4: 264,969 shares; 2026Q1: 269,995 shares 269,995 $53M 2.32% +5,026 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: 74,438 shares; 2024Q4: 73,206 shares; 2025Q1: 72,139 shares; 2025Q2: 68,546 shares; 2025Q3: 67,368 shares; 2025Q4: 69,498 shares; 2026Q1: 69,242 shares 69,242 $45.2M 1.98% -256 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,078 shares; 2024Q4: 296,071 shares; 2025Q1: 309,098 shares; 2025Q2: 328,782 shares; 2025Q3: 327,442 shares; 2025Q4: 337,069 shares; 2026Q1: 362,222 shares 362,222 $45M 1.97% +25,153 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: 559 shares; 2024Q4: 349 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 414 shares; 2026Q1: 211,450 shares 211,450 $40.6M 1.78% +211,036 Timeline USIG 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: 663,105 shares; 2024Q4: 740,810 shares; 2025Q1: 719,942 shares; 2025Q2: 676,819 shares; 2025Q3: 769,737 shares; 2025Q4: 763,100 shares; 2026Q1: 759,792 shares 759,792 $38.9M 1.71% -3,308 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,777 shares; 2024Q4: 440,052 shares; 2025Q1: 435,001 shares; 2025Q2: 457,177 shares; 2025Q3: 399,860 shares; 2025Q4: 390,072 shares; 2026Q1: 376,212 shares 376,212 $34.1M 1.49% -13,860 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812,187 shares 812,187 $32.3M 1.42% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 9,526 shares; 2025Q1: 8,483 shares; 2025Q2: 8,485 shares; 2025Q3: 8,633 shares; 2025Q4: 9,427 shares; 2026Q1: 317,294 shares 317,294 $30.9M 1.35% +307,867 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: 89,496 shares; 2024Q4: 88,862 shares; 2025Q1: 86,058 shares; 2025Q2: 85,497 shares; 2025Q3: 84,231 shares; 2025Q4: 90,130 shares; 2026Q1: 110,331 shares 110,331 $28M 1.23% +20,201 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907,873 shares; 2024Q4: 961,290 shares; 2025Q1: 925,881 shares; 2025Q2: 935,435 shares; 2025Q3: 992,837 shares; 2025Q4: 1,146,127 shares; 2026Q1: 1,139,105 shares 1,139,105 $27.7M 1.21% -7,022 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142,834 shares 1,142,834 $25.5M 1.12% new Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,014 shares 509,014 $24.1M 1.06% new Timeline DFAE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645,426 shares 645,426 $21.9M 0.96% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421,818 shares 421,818 $21M 0.92% new 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: 211,388 shares; 2024Q4: 634,061 shares; 2025Q1: 616,631 shares; 2025Q2: 790,010 shares; 2025Q3: 781,849 shares; 2025Q4: 765,007 shares; 2026Q1: 737,216 shares 737,216 $18.9M 0.83% -27,791 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: 57,079 shares; 2024Q4: 56,942 shares; 2025Q1: 54,569 shares; 2025Q2: 66,956 shares; 2025Q3: 67,910 shares; 2025Q4: 78,118 shares; 2026Q1: 103,410 shares 103,410 $18M 0.79% +25,292 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: 30,971 shares; 2024Q4: 31,407 shares; 2025Q1: 30,693 shares; 2025Q2: 31,246 shares; 2025Q3: 33,261 shares; 2025Q4: 37,016 shares; 2026Q1: 44,296 shares 44,296 $16.4M 0.72% +7,280 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,420 shares; 2025Q4: 1,554 shares; 2026Q1: 37,671 shares 37,671 $16.1M 0.7% +36,117 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,782 shares; 2024Q4: 175,129 shares; 2025Q1: 152,514 shares; 2025Q2: 151,470 shares; 2025Q3: 149,452 shares; 2025Q4: 140,982 shares; 2026Q1: 163,097 shares 163,097 $15.8M 0.69% +22,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,153 shares; 2026Q1: 135,465 shares 135,465 $15.1M 0.66% -7,688 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,054 shares; 2024Q4: 30,028 shares; 2025Q1: 29,987 shares; 2025Q2: 29,987 shares; 2025Q3: 29,987 shares; 2025Q4: 30,042 shares; 2026Q1: 30,422 shares 30,422 $13.3M 0.58% +380 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,017 shares; 2024Q4: 22,941 shares; 2025Q1: 21,764 shares; 2025Q2: 21,391 shares; 2025Q3: 21,225 shares; 2025Q4: 21,143 shares; 2026Q1: 21,018 shares 21,018 $13M 0.57% -125 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: 41,723 shares; 2024Q4: 41,423 shares; 2025Q1: 40,934 shares; 2025Q2: 40,022 shares; 2025Q3: 36,096 shares; 2025Q4: 40,207 shares; 2026Q1: 81,143 shares 81,143 $11.7M 0.51% +40,936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,134 shares 195,134 $11.1M 0.48% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 11,878 shares; 2025Q1: 11,899 shares; 2025Q2: 11,919 shares; 2025Q3: 11,938 shares; 2025Q4: 12,725 shares; 2026Q1: 72,337 shares 72,337 $10.7M 0.47% +59,612 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,298 shares 304,298 $10.2M 0.45% new Timeline IXUS 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 121,689 shares; 2026Q1: 116,234 shares 116,234 $10.1M 0.44% -5,455 Timeline IBDU 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: 361,541 shares; 2024Q4: 369,874 shares; 2025Q1: 376,887 shares; 2025Q2: 383,137 shares; 2025Q3: 383,609 shares; 2025Q4: 370,975 shares; 2026Q1: 424,253 shares 424,253 $9.87M 0.43% +53,278 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: 49,984 shares; 2024Q4: 49,802 shares; 2025Q1: 46,245 shares; 2025Q2: 50,067 shares; 2025Q3: 47,621 shares; 2025Q4: 46,059 shares; 2026Q1: 37,164 shares 37,164 $9.22M 0.4% -8,895 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: 16,623 shares; 2024Q4: 17,150 shares; 2025Q1: 16,321 shares; 2025Q2: 16,968 shares; 2025Q3: 21,020 shares; 2025Q4: 29,247 shares; 2026Q1: 31,863 shares 31,863 $9.16M 0.4% +2,616 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: 21,547 shares; 2024Q4: 19,814 shares; 2025Q1: 19,130 shares; 2025Q2: 19,407 shares; 2025Q3: 24,756 shares; 2025Q4: 32,005 shares; 2026Q1: 38,529 shares 38,529 $8.02M 0.35% +6,524 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 85,275 shares; 2026Q1: 82,897 shares 82,897 $8.02M 0.35% -2,378 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: 12,847 shares; 2024Q4: 13,289 shares; 2025Q1: 13,019 shares; 2025Q2: 13,026 shares; 2025Q3: 12,942 shares; 2025Q4: 21,559 shares; 2026Q1: 26,791 shares 26,791 $7.88M 0.35% +5,232 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: 14,150 shares; 2024Q4: 14,039 shares; 2025Q1: 13,842 shares; 2025Q2: 15,532 shares; 2025Q3: 15,638 shares; 2025Q4: 16,262 shares; 2026Q1: 22,437 shares 22,437 $6.94M 0.3% +6,175 Timeline BIL 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: 75,182 shares; 2024Q4: 80,381 shares; 2025Q1: 113,066 shares; 2025Q2: 72,985 shares; 2025Q3: 77,773 shares; 2025Q4: 91,055 shares; 2026Q1: 74,392 shares 74,392 $6.82M 0.3% -16,663 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: 7,680 shares; 2024Q4: 7,173 shares; 2025Q1: 7,273 shares; 2025Q2: 7,383 shares; 2025Q3: 5,806 shares; 2025Q4: 10,561 shares; 2026Q1: 14,043 shares 14,043 $6.73M 0.29% +3,482 Timeline IBDX 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: 94,562 shares; 2024Q4: 96,021 shares; 2025Q1: 100,772 shares; 2025Q2: 103,927 shares; 2025Q3: 105,044 shares; 2025Q4: 106,498 shares; 2026Q1: 254,984 shares 254,984 $6.44M 0.28% +148,486 Timeline IBDT 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: 267,170 shares; 2024Q4: 272,661 shares; 2025Q1: 278,277 shares; 2025Q2: 277,076 shares; 2025Q3: 278,932 shares; 2025Q4: 242,983 shares; 2026Q1: 251,652 shares 251,652 $6.37M 0.28% +8,669 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,297 shares; 2024Q4: 84,499 shares; 2025Q1: 84,346 shares; 2025Q2: 101,166 shares; 2025Q3: 99,729 shares; 2025Q4: 139,035 shares; 2026Q1: 116,260 shares 116,260 $6.28M 0.28% -22,775 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 6,676 shares; 2025Q1: 6,531 shares; 2025Q2: 5,019 shares; 2025Q3: 4,928 shares; 2025Q4: 4,752 shares; 2026Q1: 63,087 shares 63,087 $6.26M 0.27% +58,335 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 143,907 shares; 2026Q1: 135,108 shares 135,108 $6.19M 0.27% -8,799 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: 12,067 shares; 2024Q4: 11,569 shares; 2025Q1: 12,221 shares; 2025Q2: 11,572 shares; 2025Q3: 11,575 shares; 2025Q4: 17,310 shares; 2026Q1: 19,252 shares 19,252 $6.18M 0.27% +1,942 Timeline IBDS 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: 223,247 shares; 2024Q4: 230,021 shares; 2025Q1: 271,551 shares; 2025Q2: 270,269 shares; 2025Q3: 275,042 shares; 2025Q4: 241,513 shares; 2026Q1: 251,668 shares 251,668 $6.1M 0.27% +10,155 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: 14,148 shares; 2024Q4: 15,000 shares; 2025Q1: 14,371 shares; 2025Q2: 14,451 shares; 2025Q3: 15,660 shares; 2025Q4: 18,969 shares; 2026Q1: 24,429 shares 24,429 $5.97M 0.26% +5,460 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: 7,236 shares; 2024Q4: 7,234 shares; 2025Q1: 7,618 shares; 2025Q2: 7,671 shares; 2025Q3: 7,840 shares; 2025Q4: 8,018 shares; 2026Q1: 9,771 shares 9,771 $5.64M 0.25% +1,753 Timeline IBDR 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: 281,249 shares; 2024Q4: 288,657 shares; 2025Q1: 288,466 shares; 2025Q2: 287,906 shares; 2025Q3: 306,199 shares; 2025Q4: 229,106 shares; 2026Q1: 230,542 shares 230,542 $5.59M 0.24% +1,436 Timeline IGLB 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: 14,088 shares; 2024Q4: 16,179 shares; 2025Q1: 20,311 shares; 2025Q2: 76,872 shares; 2025Q3: 90,832 shares; 2025Q4: 107,958 shares; 2026Q1: 111,921 shares 111,921 $5.55M 0.24% +3,963 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: 10,212 shares; 2024Q4: 10,487 shares; 2025Q1: 10,071 shares; 2025Q2: 9,911 shares; 2025Q3: 13,509 shares; 2025Q4: 15,757 shares; 2026Q1: 17,680 shares 17,680 $5.34M 0.23% +1,923 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 658 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 654 shares; 2025Q4: 24,440 shares; 2026Q1: 24,143 shares 24,143 $5.19M 0.23% -297 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 55,745 shares; 2026Q1: 55,679 shares 55,679 $4.93M 0.22% -66 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: 20,940 shares; 2024Q4: 21,125 shares; 2025Q1: 21,213 shares; 2025Q2: 19,459 shares; 2025Q3: 20,473 shares; 2025Q4: 23,132 shares; 2026Q1: 27,937 shares 27,937 $4.74M 0.21% +4,805 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,129 shares; 2026Q1: 77,137 shares 77,137 $4.52M 0.2% -5,992 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: 4,966 shares; 2024Q4: 4,719 shares; 2025Q1: 4,603 shares; 2025Q2: 4,925 shares; 2025Q3: 5,212 shares; 2025Q4: 6,642 shares; 2026Q1: 7,629 shares 7,629 $4.36M 0.19% +987 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 170,955 shares; 2025Q1: 170,955 shares; 2025Q2: 127,798 shares; 2025Q3: 126,548 shares; 2025Q4: 124,895 shares; 2026Q1: 124,647 shares 124,647 $4.35M 0.19% -248 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: 4,473 shares; 2024Q4: 5,413 shares; 2025Q1: 5,351 shares; 2025Q2: 5,373 shares; 2025Q3: 7,044 shares; 2025Q4: 10,468 shares; 2026Q1: 11,665 shares 11,665 $4.1M 0.18% +1,197 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: 19,280 shares; 2024Q4: 19,960 shares; 2025Q1: 19,135 shares; 2025Q2: 18,911 shares; 2025Q3: 20,432 shares; 2025Q4: 24,556 shares; 2026Q1: 32,939 shares 32,939 $4.1M 0.18% +8,383 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: 6,572 shares; 2024Q4: 5,618 shares; 2025Q1: 5,365 shares; 2025Q2: 6,566 shares; 2025Q3: 6,690 shares; 2025Q4: 11,675 shares; 2026Q1: 13,775 shares 13,775 $3.95M 0.17% +2,100 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: 6,506 shares; 2024Q4: 7,364 shares; 2025Q1: 7,152 shares; 2025Q2: 7,264 shares; 2025Q3: 8,938 shares; 2025Q4: 8,872 shares; 2026Q1: 11,861 shares 11,861 $3.9M 0.17% +2,989 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: 8,084 shares; 2024Q4: 9,296 shares; 2025Q1: 9,106 shares; 2025Q2: 10,851 shares; 2025Q3: 11,379 shares; 2025Q4: 12,428 shares; 2026Q1: 18,661 shares 18,661 $3.86M 0.17% +6,233 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 724 shares; 2025Q4: 4,855 shares; 2026Q1: 7,037 shares 7,037 $3.79M 0.17% +2,182 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,528 shares; 2025Q1: 4,996 shares; 2025Q2: 5,068 shares; 2025Q3: 7,677 shares; 2025Q4: 7,890 shares; 2026Q1: 8,641 shares 8,641 $3.77M 0.17% +751 Timeline IBDV 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: 154,596 shares; 2024Q4: 156,689 shares; 2025Q1: 162,334 shares; 2025Q2: 166,255 shares; 2025Q3: 167,855 shares; 2025Q4: 169,984 shares; 2026Q1: 171,040 shares 171,040 $3.74M 0.16% +1,056 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,698 shares; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,921 shares; 2025Q4: 8,341 shares; 2026Q1: 13,082 shares 13,082 $3.72M 0.16% +4,741 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 3,515 shares; 2025Q1: 3,400 shares; 2025Q2: 1,287 shares; 2025Q3: 3,081 shares; 2025Q4: 5,204 shares; 2026Q1: 7,171 shares 7,171 $3.53M 0.15% +1,967 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: 15,951 shares; 2024Q4: 21,211 shares; 2025Q1: 19,697 shares; 2025Q2: 17,582 shares; 2025Q3: 26,001 shares; 2025Q4: 31,705 shares; 2026Q1: 37,225 shares 37,225 $3.46M 0.15% +5,520 Timeline AVDE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,908 shares; 2026Q1: 40,719 shares 40,719 $3.45M 0.15% -189 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 15,822 shares 15,822 $3.44M 0.15% +15,772 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 382 shares; 2025Q1: 401 shares; 2025Q2: 307 shares; 2025Q3: 305 shares; 2025Q4: 11,448 shares; 2026Q1: 11,478 shares 11,478 $3.3M 0.14% +30 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,007 shares; 2024Q4: 42,801 shares; 2025Q1: 42,053 shares; 2025Q2: 64,571 shares; 2025Q3: 68,698 shares; 2025Q4: 67,765 shares; 2026Q1: 70,204 shares 70,204 $3.28M 0.14% +2,439 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: 2,850 shares; 2024Q4: 2,541 shares; 2025Q1: 2,472 shares; 2025Q2: 2,891 shares; 2025Q3: 2,495 shares; 2025Q4: 2,765 shares; 2026Q1: 3,526 shares 3,526 $3.24M 0.14% +761 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: 6,105 shares; 2024Q4: 5,924 shares; 2025Q1: 6,089 shares; 2025Q2: 6,089 shares; 2025Q3: 6,102 shares; 2025Q4: 14,503 shares; 2026Q1: 16,168 shares 16,168 $3.22M 0.14% +1,665 Timeline IBDW 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: 136,647 shares; 2024Q4: 138,764 shares; 2025Q1: 144,657 shares; 2025Q2: 148,706 shares; 2025Q3: 150,295 shares; 2025Q4: 152,429 shares; 2026Q1: 153,478 shares 153,478 $3.21M 0.14% +1,049 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 34,474 shares; 2025Q1: 31,857 shares; 2025Q2: 31,857 shares; 2025Q3: 30,250 shares; 2025Q4: 45,086 shares; 2026Q1: 127,149 shares 127,149 $3.19M 0.14% +82,063 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,554 shares; 2024Q4: 46,242 shares; 2025Q1: 24,759 shares; 2025Q2: 26,268 shares; 2025Q3: 30,463 shares; 2025Q4: 55,764 shares; 2026Q1: 61,944 shares 61,944 $3.02M 0.13% +6,180 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: not reported; 2026Q1: 4,075 shares 4,075 $2.97M 0.13% new 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: 17,180 shares; 2024Q4: 16,560 shares; 2025Q1: 15,313 shares; 2025Q2: 15,826 shares; 2025Q3: 15,801 shares; 2025Q4: 19,236 shares; 2026Q1: 24,309 shares 24,309 $2.94M 0.13% +5,073 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,072 shares; 2026Q1: 37,273 shares 37,273 $2.92M 0.13% +201 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,232 shares; 2026Q1: 40,946 shares 40,946 $2.91M 0.13% -9,286 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,801 shares; 2025Q1: 5,629 shares; 2025Q2: 7,586 shares; 2025Q3: 8,082 shares; 2025Q4: 17,539 shares; 2026Q1: 19,734 shares 19,734 $2.9M 0.13% +2,195 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST 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: 105,026 shares; 2026Q1: 79,070 shares 79,070 $2.87M 0.13% -25,956 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: 10,508 shares; 2024Q4: 10,878 shares; 2025Q1: 10,796 shares; 2025Q2: 10,822 shares; 2025Q3: 10,823 shares; 2025Q4: 12,399 shares; 2026Q1: 13,037 shares 13,037 $2.84M 0.12% +638 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: 1,264 shares; 2024Q4: 1,270 shares; 2025Q1: 1,289 shares; 2025Q2: 1,287 shares; 2025Q3: 1,303 shares; 2025Q4: 3,738 shares; 2026Q1: 3,983 shares 3,983 $2.82M 0.12% +245 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: 9,966 shares; 2024Q4: 10,053 shares; 2025Q1: 9,863 shares; 2025Q2: 9,809 shares; 2025Q3: 10,565 shares; 2025Q4: 12,243 shares; 2026Q1: 14,527 shares 14,527 $2.8M 0.12% +2,284 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 6,779 shares; 2025Q1: 6,291 shares; 2025Q2: 6,320 shares; 2025Q3: 8,968 shares; 2025Q4: 14,663 shares; 2026Q1: 19,974 shares 19,974 $2.78M 0.12% +5,311 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,727 shares; 2025Q1: 2,641 shares; 2025Q2: 2,648 shares; 2025Q3: 3,233 shares; 2025Q4: 6,358 shares; 2026Q1: 8,895 shares 8,895 $2.69M 0.12% +2,537 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: 15,922 shares; 2024Q4: 16,184 shares; 2025Q1: 15,331 shares; 2025Q2: 15,170 shares; 2025Q3: 17,212 shares; 2025Q4: 31,279 shares; 2026Q1: 34,902 shares 34,902 $2.67M 0.12% +3,623 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: 21,271 shares; 2024Q4: 25,542 shares; 2025Q1: 25,060 shares; 2025Q2: 24,328 shares; 2025Q3: 27,873 shares; 2025Q4: 29,406 shares; 2026Q1: 33,298 shares 33,298 $2.58M 0.11% +3,892 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 25,096 shares; 2025Q1: 13,543 shares; 2025Q2: 23,701 shares; 2025Q3: 23,701 shares; 2025Q4: 24,241 shares; 2026Q1: 24,241 shares 24,241 $2.57M 0.11% 0 Timeline IWP 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: 20,850 shares; 2024Q4: 20,789 shares; 2025Q1: 19,697 shares; 2025Q2: 19,696 shares; 2025Q3: 19,654 shares; 2025Q4: 19,642 shares; 2026Q1: 19,992 shares 19,992 $2.56M 0.11% +350 Timeline SPHY 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: 117,558 shares; 2024Q4: 118,089 shares; 2025Q1: 119,359 shares; 2025Q2: 118,254 shares; 2025Q3: 118,639 shares; 2025Q4: 119,148 shares; 2026Q1: 108,055 shares 108,055 $2.52M 0.11% -11,093 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,778 shares; 2025Q1: 2,476 shares; 2025Q2: 1,537 shares; 2025Q3: 1,653 shares; 2025Q4: 36,271 shares; 2026Q1: 38,161 shares 38,161 $2.45M 0.11% +1,890 Timeline HDV 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: 4,238 shares; 2024Q4: 6,338 shares; 2025Q1: 6,580 shares; 2025Q2: 13,114 shares; 2025Q3: 13,205 shares; 2025Q4: 13,533 shares; 2026Q1: 17,166 shares 17,166 $2.33M 0.1% +3,633 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,713 shares; 2026Q1: 24,280 shares 24,280 $2.24M 0.1% -6,433 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 550 shares; 2025Q1: 533 shares; 2025Q2: 513 shares; 2025Q3: 520 shares; 2025Q4: 1,131 shares; 2026Q1: 2,487 shares 2,487 $2.17M 0.1% +1,356 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: 4,290 shares; 2024Q4: 4,414 shares; 2025Q1: 4,101 shares; 2025Q2: 4,100 shares; 2025Q3: 5,046 shares; 2025Q4: 8,660 shares; 2026Q1: 8,882 shares 8,882 $2.16M 0.09% +222 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,275 shares; 2026Q1: 27,533 shares 27,533 $2.13M 0.09% +1,258 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; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 13,202 shares; 2025Q1: 12,956 shares; 2025Q2: 12,948 shares; 2025Q3: 12,948 shares; 2025Q4: 12,951 shares; 2026Q1: 13,437 shares 13,437 $2.13M 0.09% +486 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: 3,274 shares; 2024Q4: 3,474 shares; 2025Q1: 3,663 shares; 2025Q2: 4,632 shares; 2025Q3: 4,750 shares; 2025Q4: 5,963 shares; 2026Q1: 5,689 shares 5,689 $2.12M 0.09% -274 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,560 shares; 2026Q1: 27,039 shares 27,039 $2.03M 0.09% +1,479 Timeline IBDY 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: 66,697 shares; 2024Q4: 67,708 shares; 2025Q1: 72,151 shares; 2025Q2: 74,904 shares; 2025Q3: 75,671 shares; 2025Q4: 76,699 shares; 2026Q1: 77,210 shares 77,210 $2M 0.09% +511 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: 6,707 shares; 2024Q4: 6,681 shares; 2025Q1: 6,668 shares; 2025Q2: 6,806 shares; 2025Q3: 6,408 shares; 2025Q4: 6,507 shares; 2026Q1: 10,915 shares 10,915 $1.99M 0.09% +4,408 Timeline SCHM 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: 11,212 shares; 2024Q4: 34,225 shares; 2025Q1: 26,587 shares; 2025Q2: 65,493 shares; 2025Q3: 64,656 shares; 2025Q4: 64,050 shares; 2026Q1: 64,034 shares 64,034 $1.98M 0.09% -16 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: 6,023 shares; 2024Q4: 4,948 shares; 2025Q1: 8,335 shares; 2025Q2: 28,615 shares; 2025Q3: 28,390 shares; 2025Q4: 30,068 shares; 2026Q1: 36,650 shares 36,650 $1.92M 0.08% +6,582 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,077 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,065 shares; 2025Q4: 2,435 shares; 2026Q1: 9,634 shares 9,634 $1.91M 0.08% +7,199 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: 557 shares; 2024Q4: 553 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 566 shares; 2025Q4: 3,066 shares; 2026Q1: 8,063 shares 8,063 $1.91M 0.08% +4,997 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,582 shares; 2024Q4: 40,996 shares; 2025Q1: 40,996 shares; 2025Q2: 41,501 shares; 2025Q3: 41,501 shares; 2025Q4: 41,315 shares; 2026Q1: 41,315 shares 41,315 $1.89M 0.08% 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: 4,810 shares; 2024Q4: 4,816 shares; 2025Q1: 4,748 shares; 2025Q2: 4,707 shares; 2025Q3: 4,748 shares; 2025Q4: 5,009 shares; 2026Q1: 5,971 shares 5,971 $1.86M 0.08% +962 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,713 shares; 2025Q2: 7,257 shares; 2025Q3: 7,192 shares; 2025Q4: 7,186 shares; 2026Q1: 8,809 shares 8,809 $1.83M 0.08% +1,623 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 59 shares; 2025Q4: 87 shares; 2026Q1: 2,510 shares 2,510 $1.83M 0.08% +2,423 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,498 shares; 2024Q4: 230,338 shares; 2025Q1: 230,338 shares; 2025Q2: 230,338 shares; 2025Q3: 220,338 shares; 2025Q4: 212,838 shares; 2026Q1: 212,838 shares 212,838 $1.77M 0.08% 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: 28,938 shares; 2024Q4: 37,757 shares; 2025Q1: 37,380 shares; 2025Q2: 34,229 shares; 2025Q3: 38,567 shares; 2025Q4: 38,496 shares; 2026Q1: 40,080 shares 40,080 $1.77M 0.08% +1,584 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 881 shares; 2025Q1: 828 shares; 2025Q2: 12,240 shares; 2025Q3: 16,910 shares; 2025Q4: 17,278 shares; 2026Q1: 19,136 shares 19,136 $1.77M 0.08% +1,858 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 20,045 shares; 2026Q1: 19,966 shares 19,966 $1.76M 0.08% -79 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 654 shares; 2025Q2: 633 shares; 2025Q3: 655 shares; 2025Q4: 1,162 shares; 2026Q1: 1,721 shares 1,721 $1.72M 0.08% +559 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 2,332 shares; 2025Q1: 2,271 shares; 2025Q2: 1,176 shares; 2025Q3: 2,102 shares; 2025Q4: 3,241 shares; 2026Q1: 4,744 shares 4,744 $1.7M 0.07% +1,503 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,308 shares; 2025Q1: 1,284 shares; 2025Q2: 4,215 shares; 2025Q3: 5,265 shares; 2025Q4: 4,743 shares; 2026Q1: 8,987 shares 8,987 $1.64M 0.07% +4,244 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: 9,415 shares; 2024Q4: 8,988 shares; 2025Q1: 8,196 shares; 2025Q2: 7,934 shares; 2025Q3: 7,535 shares; 2025Q4: 8,696 shares; 2026Q1: 10,375 shares 10,375 $1.61M 0.07% +1,679 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 20,609 shares; 2025Q4: 20,609 shares; 2026Q1: 20,677 shares 20,677 $1.56M 0.07% +68 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,519 shares; 2025Q1: 4,420 shares; 2025Q2: 4,628 shares; 2025Q3: 4,577 shares; 2025Q4: 5,186 shares; 2026Q1: 7,831 shares 7,831 $1.52M 0.07% +2,645 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003,648 shares; 2024Q4: 983,660 shares; 2025Q1: 1,851,660 shares; 2025Q2: 1,866,419 shares; 2025Q3: 1,907,907 shares; 2025Q4: 2,090,419 shares; 2026Q1: 2,330,660 shares 2,330,660 $1.49M 0.07% +240,241 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,235 shares; 2025Q4: 1,292 shares; 2026Q1: 6,839 shares 6,839 $1.48M 0.06% +5,547 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,446 shares; 2026Q1: 5,877 shares 5,877 $1.47M 0.06% +431 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 6,608 shares; 2025Q1: 6,635 shares; 2025Q2: 6,724 shares; 2025Q3: 6,783 shares; 2025Q4: 12,320 shares; 2026Q1: 15,606 shares 15,606 $1.47M 0.06% +3,286 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 17,395 shares; 2025Q1: 17,493 shares; 2025Q2: 17,620 shares; 2025Q3: 17,586 shares; 2025Q4: 18,727 shares; 2026Q1: 17,699 shares 17,699 $1.38M 0.06% -1,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,251 shares; 2026Q1: 13,702 shares 13,702 $1.38M 0.06% +451 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: 1,192 shares; 2024Q4: 1,178 shares; 2025Q1: 1,158 shares; 2025Q2: 1,338 shares; 2025Q3: 1,348 shares; 2025Q4: 15,960 shares; 2026Q1: 14,171 shares 14,171 $1.36M 0.06% -1,789 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: 3,346 shares; 2024Q4: 3,366 shares; 2025Q1: 3,033 shares; 2025Q2: 3,042 shares; 2025Q3: 3,681 shares; 2025Q4: 3,711 shares; 2026Q1: 3,808 shares 3,808 $1.36M 0.06% +97 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,379 shares; 2024Q4: 29,451 shares; 2025Q1: 29,167 shares; 2025Q2: 28,991 shares; 2025Q3: 28,991 shares; 2025Q4: 28,991 shares; 2026Q1: 28,991 shares 28,991 $1.33M 0.06% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,150 shares; 2025Q1: 3,258 shares; 2025Q2: 3,296 shares; 2025Q3: 3,261 shares; 2025Q4: 3,295 shares; 2026Q1: 7,549 shares 7,549 $1.31M 0.06% +4,254 Timeline IJS 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: 11,932 shares; 2024Q4: 11,937 shares; 2025Q1: 11,941 shares; 2025Q2: 10,881 shares; 2025Q3: 10,884 shares; 2025Q4: 10,939 shares; 2026Q1: 10,940 shares 10,940 $1.3M 0.06% +1 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: 2,403 shares; 2024Q4: 2,522 shares; 2025Q1: 2,501 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 5,675 shares; 2026Q1: 6,326 shares 6,326 $1.3M 0.06% +651 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 180 shares; 2026Q1: 4,532 shares 4,532 $1.27M 0.06% +4,352 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,816 shares; 2024Q4: 27,500 shares; 2025Q1: 28,284 shares; 2025Q2: 27,272 shares; 2025Q3: 47,006 shares; 2025Q4: 50,158 shares; 2026Q1: 55,964 shares 55,964 $1.27M 0.06% +5,806 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: 1,066 shares; 2024Q4: 994 shares; 2025Q1: 954 shares; 2025Q2: 943 shares; 2025Q3: 1,163 shares; 2025Q4: 1,599 shares; 2026Q1: 2,493 shares 2,493 $1.25M 0.05% +894 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: 13,154 shares; 2024Q4: 12,278 shares; 2025Q1: 11,147 shares; 2025Q2: 8,468 shares; 2025Q3: 8,582 shares; 2025Q4: 18,400 shares; 2026Q1: 24,743 shares 24,743 $1.24M 0.05% +6,343 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,931 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 4,694 shares; 2026Q1: 5,964 shares 5,964 $1.23M 0.05% +1,270 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: 2,870 shares; 2024Q4: 2,900 shares; 2025Q1: 2,692 shares; 2025Q2: 2,580 shares; 2025Q3: 2,621 shares; 2025Q4: 3,125 shares; 2026Q1: 9,291 shares 9,291 $1.23M 0.05% +6,166 Timeline IBCA 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: 27,205 shares; 2025Q4: 47,419 shares; 2026Q1: 47,419 shares 47,419 $1.22M 0.05% 0 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: 5,555 shares; 2026Q1: 5,555 shares 5,555 $1.22M 0.05% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 4,498 shares; 2025Q1: 4,457 shares; 2025Q2: 16,093 shares; 2025Q3: 17,106 shares; 2025Q4: 16,766 shares; 2026Q1: 16,453 shares 16,453 $1.2M 0.05% -313 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: 14,120 shares; 2024Q4: 14,321 shares; 2025Q1: 13,871 shares; 2025Q2: 13,865 shares; 2025Q3: 16,370 shares; 2025Q4: 17,085 shares; 2026Q1: 17,728 shares 17,728 $1.19M 0.05% +643 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,253 shares; 2025Q1: 4,602 shares; 2025Q2: 4,001 shares; 2025Q3: 4,061 shares; 2025Q4: 4,654 shares; 2026Q1: 5,210 shares 5,210 $1.18M 0.05% +556 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: 10,308 shares; 2024Q4: 10,308 shares; 2025Q1: 10,308 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 9,669 shares; 2026Q1: 30,750 shares 30,750 $1.16M 0.05% +21,081 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: 1,860 shares; 2024Q4: 1,855 shares; 2025Q1: 1,806 shares; 2025Q2: 1,797 shares; 2025Q3: 2,430 shares; 2025Q4: 3,204 shares; 2026Q1: 4,726 shares 4,726 $1.15M 0.05% +1,522 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 4,273 shares; 2025Q1: 4,220 shares; 2025Q2: 4,325 shares; 2025Q3: 4,359 shares; 2025Q4: 4,940 shares; 2026Q1: 6,894 shares 6,894 $1.13M 0.05% +1,954 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: 1,156 shares; 2024Q4: 1,110 shares; 2025Q1: 1,084 shares; 2025Q2: 1,178 shares; 2025Q3: 1,169 shares; 2025Q4: 1,341 shares; 2026Q1: 1,869 shares 1,869 $1.13M 0.05% +528 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,428 shares; 2026Q1: 33,048 shares 33,048 $1.13M 0.05% -380 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: 786 shares; 2024Q4: 818 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 826 shares; 2025Q4: 853 shares; 2026Q1: 1,982 shares 1,982 $1.12M 0.05% +1,129 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,529 shares; 2024Q4: 27,375 shares; 2025Q1: 26,709 shares; 2025Q2: 26,733 shares; 2025Q3: 25,200 shares; 2025Q4: 29,582 shares; 2026Q1: 38,872 shares 38,872 $1.12M 0.05% +9,290 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 415 shares; 2025Q3: 155 shares; 2025Q4: 18,560 shares; 2026Q1: 15,834 shares 15,834 $1.08M 0.05% -2,726 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 2,782 shares 2,782 $1.05M 0.05% +2,282 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,453 shares; 2026Q1: 11,453 shares 11,453 $1.02M 0.04% +6,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,649 shares; 2025Q1: 4,518 shares; 2025Q2: 4,510 shares; 2025Q3: 5,373 shares; 2025Q4: 7,013 shares; 2026Q1: 7,025 shares 7,025 $1.02M 0.04% +12 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: 8,835 shares; 2024Q4: 8,835 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 3,465 shares; 2026Q1: 8,968 shares 8,968 $1.01M 0.04% +5,503 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: 1,100 shares; 2024Q4: 2,158 shares; 2025Q1: 2,160 shares; 2025Q2: 2,158 shares; 2025Q3: 2,777 shares; 2025Q4: 2,733 shares; 2026Q1: 2,947 shares 2,947 $1.01M 0.04% +214 Timeline IBDZ 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: 32,857 shares; 2025Q3: 32,857 shares; 2025Q4: 38,523 shares; 2026Q1: 38,523 shares 38,523 $1M 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,052 shares; 2025Q1: 3,966 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 4,016 shares; 2026Q1: 4,097 shares 4,097 $1M 0.04% +81 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 655 shares; 2025Q1: 629 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 3,658 shares; 2026Q1: 21,555 shares 21,555 $1M 0.04% +17,897 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; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 6,154 shares; 2025Q1: 5,892 shares; 2025Q2: 5,877 shares; 2025Q3: 8,852 shares; 2025Q4: 9,790 shares; 2026Q1: 9,747 shares 9,747 $982K 0.04% -43 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: 7,135 shares; 2024Q4: 7,135 shares; 2025Q1: 7,109 shares; 2025Q2: 7,583 shares; 2025Q3: 7,480 shares; 2025Q4: 15,886 shares; 2026Q1: 16,168 shares 16,168 $981K 0.04% +282 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 7,748 shares; 2025Q1: 7,411 shares; 2025Q2: 7,161 shares; 2025Q3: 8,780 shares; 2025Q4: 9,294 shares; 2026Q1: 12,298 shares 12,298 $979K 0.04% +3,004 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $976K 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 4,847 shares; 2025Q1: 4,601 shares; 2025Q2: 4,253 shares; 2025Q3: 4,300 shares; 2025Q4: 5,066 shares; 2026Q1: 7,273 shares 7,273 $961K 0.04% +2,207 Timeline IJT 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: 5,972 shares; 2024Q4: 5,961 shares; 2025Q1: 5,962 shares; 2025Q2: 5,963 shares; 2025Q3: 5,965 shares; 2025Q4: 5,966 shares; 2026Q1: 6,633 shares 6,633 $960K 0.04% +667 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: 499 shares; 2025Q1: 507 shares; 2025Q2: 567 shares; 2025Q3: 569 shares; 2025Q4: 662 shares; 2026Q1: 996 shares 996 $958K 0.04% +334 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,719 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,042 shares; 2025Q4: 1,896 shares; 2026Q1: 12,934 shares 12,934 $936K 0.04% +11,038 Timeline IWS 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: 7,503 shares; 2024Q4: 8,689 shares; 2025Q1: 6,445 shares; 2025Q2: 6,446 shares; 2025Q3: 6,415 shares; 2025Q4: 6,417 shares; 2026Q1: 6,418 shares 6,418 $935K 0.04% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,627 shares; 2025Q1: 7,220 shares; 2025Q2: 7,243 shares; 2025Q3: 7,324 shares; 2025Q4: 7,868 shares; 2026Q1: 8,201 shares 8,201 $930K 0.04% +333 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS 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: not reported; 2026Q1: 5,787 shares 5,787 $928K 0.04% new 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: 13,634 shares; 2024Q4: 13,634 shares; 2025Q1: 13,634 shares; 2025Q2: 13,634 shares; 2025Q3: 13,634 shares; 2025Q4: 13,734 shares; 2026Q1: 18,734 shares 18,734 $925K 0.04% +5,000 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 10,384 shares; 2025Q1: 10,647 shares; 2025Q2: 6,470 shares; 2025Q3: 12,214 shares; 2025Q4: 10,006 shares; 2026Q1: 17,293 shares 17,293 $919K 0.04% +7,287 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: 18,408 shares; 2024Q4: 17,897 shares; 2025Q1: 20,479 shares; 2025Q2: 14,361 shares; 2025Q3: 14,580 shares; 2025Q4: 27,176 shares; 2026Q1: 32,618 shares 32,618 $916K 0.04% +5,442 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 801 shares; 2025Q1: 753 shares; 2025Q2: 731 shares; 2025Q3: 997 shares; 2025Q4: 1,032 shares; 2026Q1: 1,051 shares 1,051 $910K 0.04% +19 Timeline IHI 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: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 17,168 shares; 2026Q1: 16,985 shares 16,985 $906K 0.04% -183 Timeline GGG GRACO INC More: the full row for GRACO 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: 40 shares; 2026Q1: 10,673 shares 10,673 $903K 0.04% +10,633 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 4,944 shares 4,944 $901K 0.04% +4,860 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,578 shares; 2025Q1: 2,403 shares; 2025Q2: 2,312 shares; 2025Q3: 2,338 shares; 2025Q4: 3,187 shares; 2026Q1: 3,282 shares 3,282 $888K 0.04% +95 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: 3,360 shares; 2024Q4: 3,343 shares; 2025Q1: 3,270 shares; 2025Q2: 3,135 shares; 2025Q3: 3,895 shares; 2025Q4: 3,893 shares; 2026Q1: 5,253 shares 5,253 $875K 0.04% +1,360 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: 4,084 shares; 2024Q4: 4,186 shares; 2025Q1: 4,099 shares; 2025Q2: 4,002 shares; 2025Q3: 4,055 shares; 2025Q4: 5,188 shares; 2026Q1: 8,318 shares 8,318 $854K 0.04% +3,130 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: 3,263 shares; 2024Q4: 3,196 shares; 2025Q1: 3,082 shares; 2025Q2: 3,056 shares; 2025Q3: 3,096 shares; 2025Q4: 4,209 shares; 2026Q1: 6,306 shares 6,306 $826K 0.04% +2,097 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,193 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 7,195 shares; 2026Q1: 10,007 shares 10,007 $814K 0.04% +2,812 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,476 shares; 2025Q2: 3,476 shares; 2025Q3: 3,491 shares; 2025Q4: 3,526 shares; 2026Q1: 3,527 shares 3,527 $810K 0.04% +1 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,331 shares; 2024Q4: 22,075 shares; 2025Q1: 21,907 shares; 2025Q2: 12,601 shares; 2025Q3: 23,629 shares; 2025Q4: 18,397 shares; 2026Q1: 21,614 shares 21,614 $800K 0.04% +3,217 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 718 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 386 shares; 2025Q4: 361 shares; 2026Q1: 933 shares 933 $789K 0.03% +572 Timeline BILS 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: 16,030 shares; 2024Q4: 14,154 shares; 2025Q1: 14,810 shares; 2025Q2: 12,858 shares; 2025Q3: 11,440 shares; 2025Q4: 8,651 shares; 2026Q1: 7,859 shares 7,859 $781K 0.03% -792 Timeline EMLP 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: 17,179 shares; 2024Q4: 17,229 shares; 2025Q1: 17,283 shares; 2025Q2: 17,338 shares; 2025Q3: 17,394 shares; 2025Q4: 17,395 shares; 2026Q1: 17,303 shares 17,303 $755K 0.03% -92 Timeline SCHE 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: 22,617 shares; 2024Q4: 23,026 shares; 2025Q1: 23,026 shares; 2025Q2: 23,052 shares; 2025Q3: 22,247 shares; 2025Q4: 22,695 shares; 2026Q1: 22,695 shares 22,695 $748K 0.03% 0 Timeline IUSB 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: 19,115 shares; 2026Q1: 16,115 shares 16,115 $744K 0.03% -3,000 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,926 shares; 2026Q1: 3,467 shares 3,467 $741K 0.03% +1,541 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 3,362 shares; 2025Q1: 3,230 shares; 2025Q2: 2,803 shares; 2025Q3: 3,987 shares; 2025Q4: 4,221 shares; 2026Q1: 5,438 shares 5,438 $738K 0.03% +1,217 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 60 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 46 shares; 2025Q4: 163 shares; 2026Q1: 2,225 shares 2,225 $713K 0.03% +2,062 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: 3,103 shares 3,103 $697K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 282 shares; 2025Q4: 462 shares; 2026Q1: 2,041 shares 2,041 $692K 0.03% +1,579 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,561 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,049 shares; 2025Q4: 2,722 shares; 2026Q1: 4,319 shares 4,319 $690K 0.03% +1,597 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,211 shares; 2024Q4: 8,374 shares; 2025Q1: 5,728 shares; 2025Q2: 5,355 shares; 2025Q3: 6,146 shares; 2025Q4: 6,385 shares; 2026Q1: 7,153 shares 7,153 $689K 0.03% +768 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: 6,482 shares; 2024Q4: 6,607 shares; 2025Q1: 6,253 shares; 2025Q2: 5,195 shares; 2025Q3: 6,194 shares; 2025Q4: 7,514 shares; 2026Q1: 5,286 shares 5,286 $681K 0.03% -2,228 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,669 shares 25,669 $675K 0.03% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,403 shares; 2024Q4: 4,089 shares; 2025Q1: 26,048 shares; 2025Q2: 3,678 shares; 2025Q3: 3,862 shares; 2025Q4: 13,590 shares; 2026Q1: 13,486 shares 13,486 $673K 0.03% -104 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: 819 shares; 2024Q4: 905 shares; 2025Q1: 873 shares; 2025Q2: 867 shares; 2025Q3: 665 shares; 2025Q4: 830 shares; 2026Q1: 3,358 shares 3,358 $666K 0.03% +2,528 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: 1,704 shares; 2024Q4: 1,856 shares; 2025Q1: 1,597 shares; 2025Q2: 1,580 shares; 2025Q3: 2,318 shares; 2025Q4: 2,214 shares; 2026Q1: 3,268 shares 3,268 $665K 0.03% +1,054 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,252 shares 5,252 $665K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 370 shares; 2026Q1: 3,201 shares 3,201 $664K 0.03% +2,831 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 512 shares 512 $646K 0.03% +506 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,493 shares; 2025Q1: 4,330 shares; 2025Q2: 4,337 shares; 2025Q3: 5,299 shares; 2025Q4: 5,259 shares; 2026Q1: 8,861 shares 8,861 $645K 0.03% +3,602 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,226 shares; 2025Q1: 6,130 shares; 2025Q2: 1,716 shares; 2025Q3: 4,959 shares; 2025Q4: 5,370 shares; 2026Q1: 7,081 shares 7,081 $638K 0.03% +1,711 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: 4,266 shares; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: 4,266 shares; 2025Q3: 1,888 shares; 2025Q4: 1,513 shares; 2026Q1: 4,781 shares 4,781 $635K 0.03% +3,268 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: 720 shares; 2024Q4: 1,128 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 654 shares; 2025Q4: 670 shares; 2026Q1: 3,718 shares 3,718 $629K 0.03% +3,048 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: not reported; 2026Q1: 3,122 shares 3,122 $623K 0.03% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,358 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 4,768 shares; 2026Q1: 4,868 shares 4,868 $622K 0.03% +100 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,718 shares; 2025Q1: 4,636 shares; 2025Q2: 5,216 shares; 2025Q3: 5,017 shares; 2025Q4: 5,170 shares; 2026Q1: 6,281 shares 6,281 $614K 0.03% +1,111 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,229 shares; 2025Q1: 1,147 shares; 2025Q2: 1,152 shares; 2025Q3: 1,704 shares; 2025Q4: 1,803 shares; 2026Q1: 1,853 shares 1,853 $606K 0.03% +50 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,023 shares; 2025Q4: 1,100 shares; 2026Q1: 1,854 shares 1,854 $606K 0.03% +754 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: 1,036 shares; 2024Q4: 954 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 849 shares; 2025Q4: 1,007 shares; 2026Q1: 2,432 shares 2,432 $601K 0.03% +1,425 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 14,678 shares; 2025Q1: 14,678 shares; 2025Q2: 15,052 shares; 2025Q3: 16,554 shares; 2025Q4: 24,286 shares; 2026Q1: 24,086 shares 24,086 $596K 0.03% -200 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: 1,672 shares; 2024Q4: 1,583 shares; 2025Q1: 1,490 shares; 2025Q2: 1,372 shares; 2025Q3: 1,393 shares; 2025Q4: 1,426 shares; 2026Q1: 2,233 shares 2,233 $584K 0.03% +807 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: 927 shares; 2024Q4: 1,304 shares; 2025Q1: 1,271 shares; 2025Q2: 977 shares; 2025Q3: 1,574 shares; 2025Q4: 1,543 shares; 2026Q1: 1,583 shares 1,583 $575K 0.03% +40 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 938 shares; 2025Q1: 491 shares; 2025Q2: 474 shares; 2025Q3: 1,482 shares; 2025Q4: 4,600 shares; 2026Q1: 7,955 shares 7,955 $571K 0.03% +3,355 Timeline AVDV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares; 2026Q1: 5,703 shares 5,703 $570K 0.02% -700 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares; 2026Q1: 3,880 shares 3,880 $566K 0.02% +115 Timeline GRID 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 3,453 shares 3,453 $565K 0.02% +3,433 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,627 shares; 2025Q1: 1,599 shares; 2025Q2: 1,600 shares; 2025Q3: 1,484 shares; 2025Q4: 4,049 shares; 2026Q1: 3,799 shares 3,799 $557K 0.02% -250 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 84 shares; 2025Q3: 109 shares; 2025Q4: 1,806 shares; 2026Q1: 4,247 shares 4,247 $556K 0.02% +2,441 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,839 shares; 2025Q1: 1,803 shares; 2025Q2: 1,793 shares; 2025Q3: 1,831 shares; 2025Q4: 2,738 shares; 2026Q1: 6,172 shares 6,172 $553K 0.02% +3,434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,921 shares; 2026Q1: 7,007 shares 7,007 $552K 0.02% +86 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: 4,158 shares; 2024Q4: 4,158 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 2,615 shares 2,615 $552K 0.02% +1,400 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 11,388 shares; 2026Q1: 11,388 shares 11,388 $552K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 979 shares; 2025Q2: 911 shares; 2025Q3: 965 shares; 2025Q4: 2,053 shares; 2026Q1: 6,056 shares 6,056 $551K 0.02% +4,003 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 2,059 shares 2,059 $549K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,006 shares; 2025Q1: 727 shares; 2025Q2: 1,042 shares; 2025Q3: 688 shares; 2025Q4: 5,874 shares; 2026Q1: 5,563 shares 5,563 $547K 0.02% -311 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: 198 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 7,494 shares; 2026Q1: 5,743 shares 5,743 $541K 0.02% -1,751 Timeline IYE 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: 8,336 shares; 2024Q4: 8,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares; 2026Q1: 8,336 shares 8,336 $540K 0.02% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST 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: 25,720 shares; 2026Q1: 28,424 shares 28,424 $536K 0.02% +2,704 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,220 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 3,275 shares 3,275 $535K 0.02% +2,521 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 6,497 shares; 2026Q1: 6,639 shares 6,639 $532K 0.02% +142 Timeline IBHL 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: 20,934 shares 20,934 $529K 0.02% new 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: 187 shares; 2024Q4: 175 shares; 2025Q1: 130 shares; 2025Q2: 33 shares; 2025Q3: 66 shares; 2025Q4: 808 shares; 2026Q1: 1,557 shares 1,557 $526K 0.02% +749 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 930 shares; 2025Q1: 928 shares; 2025Q2: 842 shares; 2025Q3: 888 shares; 2025Q4: 968 shares; 2026Q1: 1,992 shares 1,992 $522K 0.02% +1,024 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,718 shares; 2025Q4: 1,605 shares; 2026Q1: 3,001 shares 3,001 $520K 0.02% +1,396 Timeline AVES 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,346 shares; 2026Q1: 8,670 shares 8,670 $520K 0.02% -676 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 4,426 shares; 2026Q1: 4,329 shares 4,329 $514K 0.02% -97 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 7,171 shares 7,171 $508K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 141 shares; 2025Q1: 118 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 163 shares; 2026Q1: 567 shares 567 $507K 0.02% +404 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,086 shares; 2024Q4: 29,086 shares; 2025Q1: 29,086 shares; 2025Q2: 29,086 shares; 2025Q3: 29,086 shares; 2025Q4: 29,086 shares; 2026Q1: 26,416 shares 26,416 $506K 0.02% -2,670 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,712 shares; 2026Q1: 4,712 shares 4,712 $506K 0.02% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,278 shares; 2025Q1: 3,182 shares; 2025Q2: 2,771 shares; 2025Q3: 2,591 shares; 2025Q4: 2,034 shares; 2026Q1: 1,472 shares 1,472 $504K 0.02% -562 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 4,080 shares; 2026Q1: 10,968 shares 10,968 $503K 0.02% +6,888 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: 15,375 shares; 2024Q4: 15,343 shares; 2025Q1: 15,093 shares; 2025Q2: 12,074 shares; 2025Q3: 11,236 shares; 2025Q4: 15,027 shares; 2026Q1: 17,287 shares 17,287 $501K 0.02% +2,260 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: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,033 shares; 2025Q4: 1,126 shares; 2026Q1: 1,718 shares 1,718 $499K 0.02% +592 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,842 shares; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 28,842 shares; 2025Q3: 28,842 shares; 2025Q4: 28,842 shares; 2026Q1: 28,842 shares 28,842 $497K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 251 shares; 2025Q2: 248 shares; 2025Q3: 197 shares; 2025Q4: 239 shares; 2026Q1: 335 shares 335 $494K 0.02% +96 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 186 shares; 2025Q1: 180 shares; 2025Q2: 323 shares; 2025Q3: 210 shares; 2025Q4: 1,266 shares; 2026Q1: 1,261 shares 1,261 $492K 0.02% -5 Timeline IBHF 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: 21,000 shares; 2025Q1: 21,052 shares; 2025Q2: 29,845 shares; 2025Q3: 34,248 shares; 2025Q4: 21,335 shares; 2026Q1: 21,387 shares 21,387 $491K 0.02% +52 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $489K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 121 shares; 2026Q1: 7,139 shares 7,139 $483K 0.02% +7,018 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: 141 shares; 2024Q4: 231 shares; 2025Q1: 94 shares; 2025Q2: 138 shares; 2025Q3: 145 shares; 2025Q4: 971 shares; 2026Q1: 2,574 shares 2,574 $480K 0.02% +1,603 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 5,240 shares; 2025Q1: 5,108 shares; 2025Q2: 5,078 shares; 2025Q3: 6,319 shares; 2025Q4: 6,237 shares; 2026Q1: 6,272 shares 6,272 $472K 0.02% +35 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: 1,129 shares; 2024Q4: 1,128 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,131 shares; 2025Q4: 1,174 shares; 2026Q1: 1,432 shares 1,432 $472K 0.02% +258 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares; 2026Q1: 7,870 shares 7,870 $465K 0.02% +7,691 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,978 shares; 2024Q4: 16,002 shares; 2025Q1: 16,032 shares; 2025Q2: 2,442 shares; 2025Q3: 2,434 shares; 2025Q4: 3,186 shares; 2026Q1: 3,176 shares 3,176 $465K 0.02% -10 Timeline SPYV 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: 7,767 shares; 2024Q4: 7,767 shares; 2025Q1: 7,767 shares; 2025Q2: 7,767 shares; 2025Q3: 7,767 shares; 2025Q4: 8,032 shares; 2026Q1: 8,201 shares 8,201 $464K 0.02% +169 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 149 shares; 2026Q1: 3,362 shares 3,362 $457K 0.02% +3,213 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 654 shares 654 $456K 0.02% +601 Timeline XMHQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares 4,411 $456K 0.02% new Timeline PWV 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $453K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,907 shares 8,907 $451K 0.02% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 7,282 shares 7,282 $450K 0.02% +7,281 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 5,676 shares; 2025Q1: 5,676 shares; 2025Q2: 5,676 shares; 2025Q3: 7,340 shares; 2025Q4: 8,392 shares; 2026Q1: 8,515 shares 8,515 $447K 0.02% +123 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,019 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 5,549 shares; 2026Q1: 8,940 shares 8,940 $438K 0.02% +3,391 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,112 shares; 2025Q1: 11,127 shares; 2025Q2: 11,209 shares; 2025Q3: 11,209 shares; 2025Q4: 10,663 shares; 2026Q1: 10,765 shares 10,765 $433K 0.02% +102 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,408 shares; 2026Q1: 8,408 shares 8,408 $420K 0.02% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,427 shares; 2026Q1: 4,383 shares 4,383 $420K 0.02% -2,044 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 200 shares; 2025Q2: 1,449 shares; 2025Q3: 1,486 shares; 2025Q4: 1,546 shares; 2026Q1: 1,962 shares 1,962 $420K 0.02% +416 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,850 shares 7,850 $419K 0.02% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,126 shares; 2025Q1: 6,126 shares; 2025Q2: 6,126 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares; 2026Q1: 6,126 shares 6,126 $418K 0.02% 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: 3,341 shares; 2024Q4: 4,077 shares; 2025Q1: 3,779 shares; 2025Q2: 3,796 shares; 2025Q3: 6,728 shares; 2025Q4: 6,334 shares; 2026Q1: 7,047 shares 7,047 $414K 0.02% +713 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 2,155 shares 2,155 $414K 0.02% +1,905 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 955 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 1,429 shares 1,429 $410K 0.02% +480 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 237 shares; 2026Q1: 1,405 shares 1,405 $410K 0.02% +1,168 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 6,274 shares; 2025Q1: 5,987 shares; 2025Q2: 4,630 shares; 2025Q3: 4,829 shares; 2025Q4: 5,438 shares; 2026Q1: 25,872 shares 25,872 $409K 0.02% +20,434 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 562 shares; 2025Q1: 565 shares; 2025Q2: 569 shares; 2025Q3: 572 shares; 2025Q4: 5,161 shares; 2026Q1: 6,621 shares 6,621 $406K 0.02% +1,460 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares; 2026Q1: 5,885 shares 5,885 $400K 0.02% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,447 shares 4,447 $399K 0.02% +7 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 2,146 shares; 2026Q1: 2,146 shares 2,146 $395K 0.02% 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; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,613 shares; 2025Q2: 1,561 shares; 2025Q3: 1,522 shares; 2025Q4: 2,837 shares; 2026Q1: 4,652 shares 4,652 $389K 0.02% +1,815 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: 384 shares; 2024Q4: 474 shares; 2025Q1: 464 shares; 2025Q2: 545 shares; 2025Q3: 540 shares; 2025Q4: 965 shares; 2026Q1: 1,209 shares 1,209 $385K 0.02% +244 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 298 shares; 2025Q1: 306 shares; 2025Q2: 132 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 887 shares 887 $382K 0.02% +725 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 364 shares; 2025Q1: 469 shares; 2025Q2: 2,122 shares; 2025Q3: 2,017 shares; 2025Q4: 2,138 shares; 2026Q1: 2,277 shares 2,277 $374K 0.02% +139 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: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 1,767 shares 1,767 $367K 0.02% +1,013 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 1,689 shares 1,689 $366K 0.02% +1,425 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,425 shares; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,435 shares; 2025Q4: 2,504 shares; 2026Q1: 2,778 shares 2,778 $365K 0.02% +274 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 2,273 shares 2,273 $360K 0.02% +2,213 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,854 shares; 2025Q2: 2,414 shares; 2025Q3: 2,456 shares; 2025Q4: 3,112 shares; 2026Q1: 3,706 shares 3,706 $358K 0.02% +594 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST 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: 10,439 shares 10,439 $357K 0.02% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,708 shares; 2025Q2: 6,598 shares; 2025Q3: 6,614 shares; 2025Q4: 6,614 shares; 2026Q1: 9,701 shares 9,701 $357K 0.02% +3,087 Timeline FNDX 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: 3,726 shares; 2024Q4: 11,178 shares; 2025Q1: 11,178 shares; 2025Q2: 11,178 shares; 2025Q3: 12,755 shares; 2025Q4: 12,788 shares; 2026Q1: 12,788 shares 12,788 $356K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 2,336 shares 2,336 $354K 0.02% +1,660 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,523 shares; 2025Q1: 1,502 shares; 2025Q2: 1,234 shares; 2025Q3: 1,801 shares; 2025Q4: 1,811 shares; 2026Q1: 1,780 shares 1,780 $352K 0.02% -31 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,131 shares; 2025Q4: 1,149 shares; 2026Q1: 1,259 shares 1,259 $352K 0.02% +110 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 883 shares; 2026Q1: 1,377 shares 1,377 $345K 0.02% +494 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 6,829 shares; 2025Q1: 6,181 shares; 2025Q2: 6,044 shares; 2025Q3: 6,141 shares; 2025Q4: 6,328 shares; 2026Q1: 10,248 shares 10,248 $344K 0.02% +3,920 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 8,435 shares; 2025Q1: 8,211 shares; 2025Q2: 4,165 shares; 2025Q3: 8,985 shares; 2025Q4: 6,583 shares; 2026Q1: 8,638 shares 8,638 $337K 0.01% +2,055 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: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,569 shares 2,569 $337K 0.01% +244 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 7,682 shares 7,682 $337K 0.01% +6,380 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,395 shares; 2025Q1: 1,179 shares; 2025Q2: 1,031 shares; 2025Q3: 1,056 shares; 2025Q4: 682 shares; 2026Q1: 3,829 shares 3,829 $334K 0.01% +3,147 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares 5,875 $334K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 243 shares; 2026Q1: 301 shares 301 $330K 0.01% +58 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares; 2026Q1: 3,590 shares 3,590 $329K 0.01% -400 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 6,965 shares; 2025Q1: 6,707 shares; 2025Q2: 18,606 shares; 2025Q3: 24,567 shares; 2025Q4: 24,609 shares; 2026Q1: 6,494 shares 6,494 $322K 0.01% -18,115 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,969 shares; 2025Q4: 6,034 shares; 2026Q1: 7,538 shares 7,538 $321K 0.01% +1,504 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 269 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 327 shares; 2026Q1: 1,569 shares 1,569 $320K 0.01% +1,242 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,044 shares 7,044 $319K 0.01% new Timeline FNDF 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: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,505 shares; 2025Q3: 6,300 shares; 2025Q4: 6,485 shares; 2026Q1: 6,485 shares 6,485 $317K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 259 shares; 2025Q1: 266 shares; 2025Q2: 259 shares; 2025Q3: 267 shares; 2025Q4: 1,044 shares; 2026Q1: 1,079 shares 1,079 $316K 0.01% +35 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 9,934 shares; 2025Q1: 9,941 shares; 2025Q2: 9,934 shares; 2025Q3: 10,162 shares; 2025Q4: 10,845 shares; 2026Q1: 10,849 shares 10,849 $315K 0.01% +4 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,114 shares; 2025Q1: 1,074 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,395 shares; 2026Q1: 3,423 shares 3,423 $315K 0.01% +2,028 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 1,308 shares; 2025Q1: 1,309 shares; 2025Q2: 1,311 shares; 2025Q3: 1,312 shares; 2025Q4: 1,354 shares; 2026Q1: 1,508 shares 1,508 $314K 0.01% +154 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 464 shares; 2026Q1: 2,309 shares 2,309 $313K 0.01% +1,845 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: 8,645 shares; 2024Q4: 8,645 shares; 2025Q1: 13,158 shares; 2025Q2: 8,934 shares; 2025Q3: 8,934 shares; 2025Q4: 8,934 shares; 2026Q1: 3,994 shares 3,994 $308K 0.01% -4,940 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 860 shares 860 $308K 0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,623 shares; 2026Q1: 6,202 shares 6,202 $305K 0.01% +4,579 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: 41 shares; 2024Q4: 71 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 86 shares; 2025Q4: 324 shares; 2026Q1: 1,880 shares 1,880 $301K 0.01% +1,556 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 9,794 shares; 2025Q1: 10,531 shares; 2025Q2: 11,154 shares; 2025Q3: 22,436 shares; 2025Q4: 15,740 shares; 2026Q1: 17,732 shares 17,732 $301K 0.01% +1,992 Timeline OEF 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: 94 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 643 shares; 2026Q1: 945 shares 945 $301K 0.01% +302 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,522 shares; 2025Q1: 3,514 shares; 2025Q2: 3,515 shares; 2025Q3: 3,529 shares; 2025Q4: 3,674 shares; 2026Q1: 4,237 shares 4,237 $300K 0.01% +563 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,048 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 2,163 shares; 2025Q4: 2,317 shares; 2026Q1: 2,730 shares 2,730 $296K 0.01% +413 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,405 shares; 2026Q1: 2,545 shares 2,545 $294K 0.01% +140 Timeline FLRN 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: 11,086 shares; 2024Q4: 11,190 shares; 2025Q1: 11,243 shares; 2025Q2: 11,318 shares; 2025Q3: 11,394 shares; 2025Q4: 10,967 shares; 2026Q1: 9,491 shares 9,491 $292K 0.01% -1,476 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,105 shares; 2026Q1: 4,106 shares 4,106 $292K 0.01% +1 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: 3,803 shares; 2024Q4: 6,109 shares; 2025Q1: 6,291 shares; 2025Q2: 2,293 shares; 2025Q3: 5,513 shares; 2025Q4: 5,734 shares; 2026Q1: 5,759 shares 5,759 $290K 0.01% +25 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 230 shares; 2026Q1: 3,625 shares 3,625 $285K 0.01% +3,395 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $282K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP 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: 16,795 shares 16,795 $281K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 3,138 shares; 2026Q1: 3,138 shares 3,138 $278K 0.01% 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: 4,163 shares; 2024Q4: 2,770 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,562 shares; 2025Q4: 3,105 shares; 2026Q1: 4,774 shares 4,774 $276K 0.01% +1,669 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,662 shares; 2025Q1: 1,654 shares; 2025Q2: 1,447 shares; 2025Q3: 1,485 shares; 2025Q4: 3,410 shares; 2026Q1: 6,047 shares 6,047 $273K 0.01% +2,637 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 8,613 shares 8,613 $272K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 467 shares; 2025Q1: 422 shares; 2025Q2: 522 shares; 2025Q3: 580 shares; 2025Q4: 3,042 shares; 2026Q1: 3,767 shares 3,767 $271K 0.01% +725 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 236 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 272 shares; 2025Q4: 279 shares; 2026Q1: 2,894 shares 2,894 $270K 0.01% +2,615 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 42 shares; 2025Q2: 58 shares; 2025Q3: 53 shares; 2025Q4: 266 shares; 2026Q1: 788 shares 788 $269K 0.01% +522 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000 $264K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,252 shares; 2025Q1: 1,201 shares; 2025Q2: 1,202 shares; 2025Q3: 1,241 shares; 2025Q4: 1,737 shares; 2026Q1: 2,078 shares 2,078 $263K 0.01% +341 Timeline TLH 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: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares 2,567 $259K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,910 shares 3,910 $258K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,658 shares; 2024Q4: 38,602 shares; 2025Q1: 13,425 shares; 2025Q2: 11,067 shares; 2025Q3: 7,776 shares; 2025Q4: 7,814 shares; 2026Q1: 22,323 shares 22,323 $258K 0.01% +14,509 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 49 shares; 2026Q1: 1,975 shares 1,975 $257K 0.01% +1,926 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 2,535 shares; 2026Q1: 2,535 shares 2,535 $256K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,422 shares; 2025Q1: 1,432 shares; 2025Q2: 1,446 shares; 2025Q3: 1,460 shares; 2025Q4: 1,472 shares; 2026Q1: 1,484 shares 1,484 $255K 0.01% +12 Timeline SCHK 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: 4,000 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 $251K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 140 shares; 2025Q1: 173 shares; 2025Q2: 139 shares; 2025Q3: 141 shares; 2025Q4: 1,262 shares; 2026Q1: 1,577 shares 1,577 $248K 0.01% +315 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,280 shares; 2026Q1: 3,273 shares 3,273 $248K 0.01% -7 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: 9,113 shares; 2024Q4: 9,101 shares; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,123 shares; 2025Q4: 10,142 shares; 2026Q1: 6,026 shares 6,026 $247K 0.01% -4,116 Timeline SCHY 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: not reported; 2025Q4: 4,607 shares; 2026Q1: 7,725 shares 7,725 $245K 0.01% +3,118 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 2,139 shares; 2025Q3: 2,242 shares; 2025Q4: 8,582 shares; 2026Q1: 8,382 shares 8,382 $244K 0.01% -200 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,471 shares; 2026Q1: 1,221 shares 1,221 $244K 0.01% -250 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,052 shares; 2026Q1: 4,052 shares 4,052 $244K 0.01% 0 Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 16,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares 18,600 $243K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 1,261 shares 1,261 $242K 0.01% +1,141 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 299 shares; 2025Q1: 274 shares; 2025Q2: 275 shares; 2025Q3: 625 shares; 2025Q4: 743 shares; 2026Q1: 878 shares 878 $239K 0.01% +135 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares 3,035 $239K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 586 shares; 2025Q1: 550 shares; 2025Q2: 1,078 shares; 2025Q3: 892 shares; 2025Q4: 1,112 shares; 2026Q1: 1,245 shares 1,245 $237K 0.01% +133 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 2,500 shares 2,500 $236K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $235K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,586 shares 1,586 $234K 0.01% +77 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 5,340 shares; 2025Q4: 6,353 shares; 2026Q1: 6,430 shares 6,430 $231K 0.01% +77 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,167 shares 2,167 $231K 0.01% -25 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 358 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 350 shares; 2025Q4: 366 shares; 2026Q1: 781 shares 781 $231K 0.01% +415 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,912 shares; 2024Q4: 17,136 shares; 2025Q1: 15,434 shares; 2025Q2: 3,200 shares; 2025Q3: 3,066 shares; 2025Q4: 1,590 shares; 2026Q1: 10,253 shares 10,253 $231K 0.01% +8,663 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,970 shares 2,970 $230K 0.01% +400 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 2,319 shares 2,319 $227K 0.01% +1,326 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: 2,424 shares; 2024Q4: 2,771 shares; 2025Q1: 2,707 shares; 2025Q2: 2,565 shares; 2025Q3: 2,597 shares; 2025Q4: 2,377 shares; 2026Q1: 2,503 shares 2,503 $226K 0.01% +126 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,200 shares; 2025Q1: 3,776 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 6,009 shares 6,009 $226K 0.01% +2,531 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 78 shares; 2026Q1: 1,206 shares 1,206 $225K 0.01% +1,128 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 909 shares; 2026Q1: 2,635 shares 2,635 $225K 0.01% +1,726 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 3,181 shares 3,181 $224K 0.01% +107 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 175 shares; 2025Q4: 205 shares; 2026Q1: 1,365 shares 1,365 $212K 0.01% +1,160 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares 1,839 $211K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $211K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 511 shares; 2025Q4: 503 shares; 2026Q1: 506 shares 506 $211K 0.01% +3 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 163 shares; 2026Q1: 159 shares 159 $210K 0.01% -4 Timeline IUSV 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: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares 2,008 $205K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 3,911 shares 3,911 $204K 0.01% +1,411 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS 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: 10,000 shares; 2025Q4: 14,084 shares; 2026Q1: 14,084 shares 14,084 $204K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $204K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 2,702 shares 2,702 $199K 0.01% +46 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 1,000 shares 1,000 $198K 0.01% +902 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: not reported; 2025Q4: not reported; 2026Q1: 3,795 shares 3,795 $197K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 486 shares; 2026Q1: 484 shares 484 $197K 0.01% -2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 581 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 1,106 shares; 2026Q1: 2,729 shares 2,729 $194K 0.01% +1,623 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 685 shares; 2025Q1: 671 shares; 2025Q2: 668 shares; 2025Q3: 507 shares; 2025Q4: 288 shares; 2026Q1: 1,630 shares 1,630 $193K 0.01% +1,342 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 136 shares; 2025Q4: 268 shares; 2026Q1: 3,450 shares 3,450 $193K 0.01% +3,182 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares 3,770 $192K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,136 shares; 2024Q4: 17,038 shares; 2025Q1: 16,940 shares; 2025Q2: 12,053 shares; 2025Q3: 12,053 shares; 2025Q4: 12,419 shares; 2026Q1: 13,520 shares 13,520 $190K 0.01% +1,101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,517 shares 1,517 $190K 0.01% +180 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares; 2026Q1: 3,564 shares 3,564 $190K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,294 shares; 2025Q3: 5,697 shares; 2025Q4: 5,693 shares; 2026Q1: 5,771 shares 5,771 $187K 0.01% +78 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $187K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD 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: 2,059 shares; 2026Q1: 2,251 shares 2,251 $186K 0.01% +192 Timeline WEX WEX INC More: the full row for WEX 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: not reported; 2026Q1: 1,218 shares 1,218 $186K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,345 shares; 2024Q4: 39,345 shares; 2025Q1: 39,345 shares; 2025Q2: 39,345 shares; 2025Q3: 39,345 shares; 2025Q4: 39,345 shares; 2026Q1: 39,345 shares 39,345 $186K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 23 shares; 2025Q4: 72 shares; 2026Q1: 386 shares 386 $183K 0.01% +314 Timeline ACWX 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: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares; 2026Q1: 2,605 shares 2,605 $178K 0.01% 0 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 159 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 829 shares; 2026Q1: 1,157 shares 1,157 $177K 0.01% +328 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,427 shares; 2025Q1: 2,456 shares; 2025Q2: 2,483 shares; 2025Q3: 2,506 shares; 2025Q4: 2,526 shares; 2026Q1: 2,548 shares 2,548 $176K 0.01% +22 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT 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: 13,772 shares; 2025Q4: 14,921 shares; 2026Q1: 13,420 shares 13,420 $173K 0.01% -1,501 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 202 shares; 2025Q4: 205 shares; 2026Q1: 648 shares 648 $173K 0.01% +443 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,177 shares; 2025Q1: 4,223 shares; 2025Q2: 4,063 shares; 2025Q3: 4,074 shares; 2025Q4: 4,035 shares; 2026Q1: 4,104 shares 4,104 $172K 0.01% +69 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,254 shares; 2026Q1: 6,295 shares 6,295 $170K 0.01% +3,041 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 196 shares; 2026Q1: 596 shares 596 $169K 0.01% +400 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 36 shares; 2026Q1: 40 shares 40 $169K 0.01% +4 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 714 shares; 2025Q1: 680 shares; 2025Q2: 678 shares; 2025Q3: 929 shares; 2025Q4: 1,026 shares; 2026Q1: 1,103 shares 1,103 $168K 0.01% +77 Timeline IBHI 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: 7,217 shares 7,217 $168K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,371 shares 1,371 $166K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 1,538 shares; 2026Q1: 2,147 shares 2,147 $164K 0.01% +609 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares 3,851 $162K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 624 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 363 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $160K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 2,895 shares 2,895 $158K 0.01% +2,795 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 1,922 shares; 2026Q1: 1,654 shares 1,654 $158K 0.01% -268 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,908 shares; 2024Q4: 9,256 shares; 2025Q1: 8,938 shares; 2025Q2: 8,954 shares; 2025Q3: 10,517 shares; 2025Q4: 10,244 shares; 2026Q1: 8,757 shares 8,757 $158K 0.01% -1,487 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL 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: not reported; 2026Q1: 339 shares 339 $158K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 904 shares; 2026Q1: 905 shares 905 $157K 0.01% +1 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: 140 shares; 2024Q4: 165 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 144 shares; 2025Q4: 377 shares; 2026Q1: 315 shares 315 $156K 0.01% -62 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 818 shares; 2025Q1: 808 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 1,933 shares; 2026Q1: 2,183 shares 2,183 $156K 0.01% +250 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 15 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 807 shares; 2026Q1: 1,307 shares 1,307 $155K 0.01% +500 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,956 shares; 2025Q1: 1,949 shares; 2025Q2: 1,962 shares; 2025Q3: 2,242 shares; 2025Q4: 1,793 shares; 2026Q1: 3,056 shares 3,056 $154K 0.01% +1,263 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 122 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 434 shares; 2026Q1: 358 shares 358 $152K 0.01% -76 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares 2,043 $152K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares 1,417 $151K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 827 shares; 2026Q1: 956 shares 956 $149K 0.01% +129 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 1,843 shares; 2026Q1: 2,412 shares 2,412 $148K 0.01% +569 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 1,550 shares 1,550 $147K 0.01% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $146K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 699 shares; 2025Q1: 679 shares; 2025Q2: 830 shares; 2025Q3: 866 shares; 2025Q4: 1,294 shares; 2026Q1: 1,267 shares 1,267 $146K 0.01% -27 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 376 shares; 2025Q4: 670 shares; 2026Q1: 690 shares 690 $145K 0.01% +20 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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 $143K 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,296 shares; 2025Q1: 6,160 shares; 2025Q2: 3,176 shares; 2025Q3: 6,089 shares; 2025Q4: 4,808 shares; 2026Q1: 5,852 shares 5,852 $142K 0.01% +1,044 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 538 shares; 2025Q1: 366 shares; 2025Q2: 307 shares; 2025Q3: 344 shares; 2025Q4: 1,187 shares; 2026Q1: 2,753 shares 2,753 $142K 0.01% +1,566 Timeline FNDE 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: 1,206 shares; 2024Q4: 1,329 shares; 2025Q1: 1,703 shares; 2025Q2: 1,329 shares; 2025Q3: 2,592 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares 3,702 $142K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,871 shares; 2024Q4: 111,350 shares; 2025Q1: 107,139 shares; 2025Q2: 98,881 shares; 2025Q3: 46,169 shares; 2025Q4: 20,884 shares; 2026Q1: 23,384 shares 23,384 $141K 0.01% +2,500 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares 4,648 $141K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 253 shares 253 $139K 0.01% +70 Timeline REM 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: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,453 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares; 2026Q1: 6,453 shares 6,453 $139K 0.01% 0 Timeline PDP 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $138K 0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,431 shares; 2025Q4: 6,431 shares; 2026Q1: 6,431 shares 6,431 $137K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $136K 0.01% 0 Timeline EFAV 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: 200 shares; 2026Q1: 1,484 shares 1,484 $136K 0.01% +1,284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares 3,800 $135K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 344 shares; 2025Q4: 410 shares; 2026Q1: 500 shares 500 $133K 0.01% +90 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 146 shares; 2026Q1: 1,048 shares 1,048 $132K 0.01% +902 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,511 shares; 2026Q1: 3,535 shares 3,535 $132K 0.01% +24 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 1,392 shares 1,392 $130K 0.01% +1,262 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: 8,195 shares; 2024Q4: 8,197 shares; 2025Q1: 8,579 shares; 2025Q2: 9,195 shares; 2025Q3: 9,718 shares; 2025Q4: 6,440 shares; 2026Q1: 6,676 shares 6,676 $129K 0.01% +236 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 309 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 319 shares; 2025Q4: 364 shares; 2026Q1: 616 shares 616 $129K 0.01% +252 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,735 shares; 2026Q1: 1,635 shares 1,635 $126K 0.01% -100 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 5,107 shares; 2026Q1: 5,107 shares 5,107 $125K 0.01% 0 Timeline ESGU 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: 865 shares; 2026Q1: 865 shares 865 $122K 0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 461 shares; 2026Q1: 1,821 shares 1,821 $122K 0.01% +1,360 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 1,712 shares 1,712 $122K 0.01% +1,700 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 56 shares; 2025Q4: 110 shares; 2026Q1: 178 shares 178 $121K 0.01% +68 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 597 shares 597 $121K 0.01% +397 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 1,363 shares; 2026Q1: 1,308 shares 1,308 $121K 0.01% -55 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 50 shares; 2026Q1: 3,177 shares 3,177 $121K 0.01% +3,127 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $119K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 383 shares; 2026Q1: 1,122 shares 1,122 $117K 0.01% +739 Timeline DFUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,854 shares; 2026Q1: 1,653 shares 1,653 $117K 0.01% -201 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: 131 shares; 2024Q4: 241 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 339 shares 339 $117K 0.01% +104 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,034 shares; 2025Q1: 3,043 shares; 2025Q2: 2,820 shares; 2025Q3: 1,821 shares; 2025Q4: 2,898 shares; 2026Q1: 2,482 shares 2,482 $117K 0.01% -416 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 1,895 shares 1,895 $116K 0.01% +1,821 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: 714 shares; 2024Q4: 715 shares; 2025Q1: 872 shares; 2025Q2: 716 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 718 shares 718 $116K 0.01% +1 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 625 shares; 2025Q1: 639 shares; 2025Q2: 636 shares; 2025Q3: 637 shares; 2025Q4: 643 shares; 2026Q1: 800 shares 800 $116K 0.01% +157 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 523 shares; 2025Q4: 562 shares; 2026Q1: 581 shares 581 $115K 0.01% +19 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 3,663 shares 3,663 $114K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 678 shares 678 $113K <0.01% +655 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,376 shares; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 24,376 shares; 2026Q1: 24,376 shares 24,376 $112K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST 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: 4,242 shares; 2026Q1: 3,292 shares 3,292 $112K <0.01% -950 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $111K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 99 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 481 shares; 2026Q1: 743 shares 743 $111K <0.01% +262 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 1,854 shares; 2025Q1: 1,674 shares; 2025Q2: 1,740 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,710 shares 1,710 $111K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 237 shares 237 $110K <0.01% +100 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,159 shares; 2025Q1: 4,060 shares; 2025Q2: 4,100 shares; 2025Q3: 5,732 shares; 2025Q4: 6,814 shares; 2026Q1: 5,876 shares 5,876 $110K <0.01% -938 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: 2,473 shares; 2024Q4: 2,473 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 2,023 shares 2,023 $110K <0.01% +1,418 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: 176 shares; 2024Q4: 176 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 224 shares; 2026Q1: 482 shares 482 $106K <0.01% +258 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,037 shares; 2025Q4: 2,187 shares; 2026Q1: 2,187 shares 2,187 $104K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $103K <0.01% 0 Timeline IBB 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $101K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 334 shares 334 $99.5K <0.01% +279 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $99.3K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 1,084 shares; 2026Q1: 1,062 shares 1,062 $98.8K <0.01% -22 Timeline FXL 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $97.9K <0.01% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $97.6K <0.01% 0 Timeline