DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,557,104 shares; 2025Q1: 3,585,004 shares; 2025Q2: 3,664,626 shares; 2025Q3: 3,709,551 shares; 2025Q4: 3,744,276 shares; 2026Q1: 3,783,233 shares 3,783,233 $147M 19.47% +38,957 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: restricted; 2024Q4: 580,423 shares; 2025Q1: 594,098 shares; 2025Q2: 613,488 shares; 2025Q3: 625,147 shares; 2025Q4: 643,874 shares; 2026Q1: 653,302 shares 653,302 $66.8M 8.85% +9,428 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: restricted; 2024Q4: 469,422 shares; 2025Q1: 476,382 shares; 2025Q2: 494,121 shares; 2025Q3: 503,898 shares; 2025Q4: 515,580 shares; 2026Q1: 522,317 shares 522,317 $58.1M 7.69% +6,737 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: restricted; 2024Q4: 2,003,808 shares; 2025Q1: 2,018,017 shares; 2025Q2: 2,070,029 shares; 2025Q3: 2,088,693 shares; 2025Q4: 2,119,924 shares; 2026Q1: 2,097,595 shares 2,097,595 $53.8M 7.12% -22,329 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: restricted; 2024Q4: 895,790 shares; 2025Q1: 931,524 shares; 2025Q2: 964,941 shares; 2025Q3: 986,032 shares; 2025Q4: 1,017,336 shares; 2026Q1: 1,068,057 shares 1,068,057 $48.7M 6.45% +50,721 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 702,355 shares; 2025Q1: 708,766 shares; 2025Q2: 722,051 shares; 2025Q3: 724,496 shares; 2025Q4: 732,615 shares; 2026Q1: 704,008 shares 704,008 $37.2M 4.92% -28,607 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: restricted; 2024Q4: 1,208,816 shares; 2025Q1: 1,256,274 shares; 2025Q2: 1,302,354 shares; 2025Q3: 1,335,471 shares; 2025Q4: 1,380,991 shares; 2026Q1: 1,431,489 shares 1,431,489 $32M 4.23% +50,498 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660,958 shares; 2025Q1: 678,218 shares; 2025Q2: 696,455 shares; 2025Q3: 709,664 shares; 2025Q4: 732,675 shares; 2026Q1: 706,871 shares 706,871 $20.8M 2.76% -25,804 Timeline FENI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436,361 shares 436,361 $16.2M 2.15% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,766 shares; 2025Q1: 207,246 shares; 2025Q2: 213,568 shares; 2025Q3: 214,698 shares; 2025Q4: 221,835 shares; 2026Q1: 231,126 shares 231,126 $16.1M 2.13% +9,291 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190,729 shares; 2025Q1: 194,342 shares; 2025Q2: 199,638 shares; 2025Q3: 202,856 shares; 2025Q4: 209,240 shares; 2026Q1: 219,207 shares 219,207 $15.6M 2.06% +9,967 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,986 shares; 2025Q1: 109,682 shares; 2025Q2: 114,571 shares; 2025Q3: 117,077 shares; 2025Q4: 122,640 shares; 2026Q1: 130,590 shares 130,590 $13M 1.72% +7,950 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,942 shares 153,942 $12.7M 1.69% new Timeline FELG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,703 shares 257,703 $9.66M 1.28% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,594 shares; 2025Q1: 23,195 shares; 2025Q2: 23,341 shares; 2025Q3: 26,136 shares; 2025Q4: 25,133 shares; 2026Q1: 26,750 shares 26,750 $6.79M 0.9% +1,617 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,457 shares; 2025Q1: 31,577 shares; 2025Q2: 31,510 shares; 2025Q3: 31,315 shares; 2025Q4: 31,081 shares; 2026Q1: 31,076 shares 31,076 $6.68M 0.89% -5 Timeline FDVV 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: restricted; 2024Q4: 109,789 shares; 2025Q1: 112,368 shares; 2025Q2: 114,388 shares; 2025Q3: 116,893 shares; 2025Q4: 112,345 shares; 2026Q1: 111,344 shares 111,344 $6.15M 0.81% -1,001 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,862 shares; 2025Q1: 19,301 shares; 2025Q2: 21,173 shares; 2025Q3: 22,138 shares; 2025Q4: 21,122 shares; 2026Q1: 21,083 shares 21,083 $6.06M 0.8% -39 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,849 shares; 2025Q1: 16,094 shares; 2025Q2: 15,987 shares; 2025Q3: 15,978 shares; 2025Q4: 15,351 shares; 2026Q1: 16,139 shares 16,139 $5.97M 0.79% +788 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,670 shares; 2025Q1: 40,619 shares; 2025Q2: 39,988 shares; 2025Q3: 40,007 shares; 2025Q4: 38,868 shares; 2026Q1: 39,029 shares 39,029 $5.78M 0.77% +161 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: restricted; 2024Q4: 30,165 shares; 2025Q1: 31,438 shares; 2025Q2: 33,041 shares; 2025Q3: 33,040 shares; 2025Q4: 30,767 shares; 2026Q1: 31,508 shares 31,508 $5.49M 0.73% +741 Timeline FHLC 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: restricted; 2024Q4: 255,256 shares; 2025Q1: 259,445 shares; 2025Q2: 270,741 shares; 2025Q3: 278,946 shares; 2025Q4: 285,486 shares; 2026Q1: 73,181 shares 73,181 $5.15M 0.68% -212,305 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: restricted; 2024Q4: 109,821 shares; 2025Q1: 113,187 shares; 2025Q2: 127,195 shares; 2025Q3: 129,941 shares; 2025Q4: 161,878 shares; 2026Q1: 168,578 shares 168,578 $4.09M 0.54% +6,700 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,450 shares; 2025Q1: 60,381 shares; 2025Q2: 59,210 shares; 2025Q3: 58,193 shares; 2025Q4: 58,111 shares; 2026Q1: 58,132 shares 58,132 $3.93M 0.52% +21 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,590 shares; 2025Q1: 10,449 shares; 2025Q2: 10,605 shares; 2025Q3: 10,836 shares; 2025Q4: 10,539 shares; 2026Q1: 10,255 shares 10,255 $3.02M 0.4% -284 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,153 shares; 2025Q1: 15,442 shares; 2025Q2: 15,751 shares; 2025Q3: 16,059 shares; 2025Q4: 17,030 shares; 2026Q1: 17,584 shares 17,584 $2.98M 0.4% +554 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,627 shares; 2025Q1: 3,968 shares; 2025Q2: 4,023 shares; 2025Q3: 4,100 shares; 2025Q4: 4,319 shares; 2026Q1: 4,071 shares 4,071 $2.88M 0.38% -248 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,093 shares; 2025Q1: 21,126 shares; 2025Q2: 22,063 shares; 2025Q3: 22,317 shares; 2025Q4: 22,486 shares; 2026Q1: 23,142 shares 23,142 $2.88M 0.38% +656 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,797 shares; 2025Q1: 7,803 shares; 2025Q2: 7,847 shares; 2025Q3: 7,850 shares; 2025Q4: 8,723 shares; 2026Q1: 8,816 shares 8,816 $2.83M 0.37% +93 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,653 shares; 2025Q1: 9,871 shares; 2025Q2: 10,227 shares; 2025Q3: 10,440 shares; 2025Q4: 10,758 shares; 2026Q1: 11,071 shares 11,071 $2.71M 0.36% +313 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,630 shares; 2025Q1: 21,666 shares; 2025Q2: 21,687 shares; 2025Q3: 21,422 shares; 2025Q4: 23,139 shares; 2026Q1: 21,371 shares 21,371 $2.66M 0.35% -1,768 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,755 shares; 2025Q1: 4,118 shares; 2025Q2: 4,172 shares; 2025Q3: 4,969 shares; 2025Q4: 4,753 shares; 2026Q1: 4,599 shares 4,599 $2.63M 0.35% -154 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,226 shares; 2025Q1: 11,044 shares; 2025Q2: 11,300 shares; 2025Q3: 11,473 shares; 2025Q4: 11,729 shares; 2026Q1: 11,987 shares 11,987 $2.61M 0.35% +258 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: restricted; 2024Q4: 69,260 shares; 2025Q1: 68,325 shares; 2025Q2: 80,847 shares; 2025Q3: 83,130 shares; 2025Q4: 96,924 shares; 2026Q1: 104,366 shares 104,366 $2.53M 0.34% +7,442 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,936 shares; 2025Q1: 11,825 shares; 2025Q2: 12,113 shares; 2025Q3: 12,163 shares; 2025Q4: 11,487 shares; 2026Q1: 11,968 shares 11,968 $2.49M 0.33% +481 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,921 shares; 2025Q1: 3,415 shares; 2025Q2: 3,454 shares; 2025Q3: 3,498 shares; 2025Q4: 3,686 shares; 2026Q1: 3,688 shares 3,688 $2.41M 0.32% +2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,702 shares; 2025Q1: 7,020 shares; 2025Q2: 7,010 shares; 2025Q3: 7,033 shares; 2025Q4: 6,648 shares; 2026Q1: 6,871 shares 6,871 $2.35M 0.31% +223 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: restricted; 2024Q4: 82,167 shares; 2025Q1: 83,092 shares; 2025Q2: 83,872 shares; 2025Q3: 85,568 shares; 2025Q4: 86,911 shares; 2026Q1: 89,418 shares 89,418 $2.31M 0.31% +2,507 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,265 shares; 2025Q1: 6,268 shares; 2025Q2: 7,215 shares; 2025Q3: 6,987 shares; 2025Q4: 7,182 shares; 2026Q1: 7,353 shares 7,353 $2.28M 0.3% +171 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: restricted; 2024Q4: 49,168 shares; 2025Q1: 59,698 shares; 2025Q2: 68,109 shares; 2025Q3: 70,444 shares; 2025Q4: 79,811 shares; 2026Q1: 87,944 shares 87,944 $2.23M 0.29% +8,133 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,670 shares; 2025Q1: 15,670 shares; 2025Q2: 15,670 shares; 2025Q3: 15,668 shares; 2025Q4: 15,480 shares; 2026Q1: 15,480 shares 15,480 $2.2M 0.29% 0 Timeline CGMU 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: restricted; 2024Q4: 63,061 shares; 2025Q1: 62,070 shares; 2025Q2: 66,596 shares; 2025Q3: 69,224 shares; 2025Q4: 75,056 shares; 2026Q1: 78,857 shares 78,857 $2.14M 0.28% +3,801 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,740 shares; 2026Q1: 9,304 shares 9,304 $1.99M 0.26% -436 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,958 shares; 2025Q1: 22,193 shares; 2025Q2: 23,914 shares; 2025Q3: 24,597 shares; 2025Q4: 24,937 shares; 2026Q1: 25,583 shares 25,583 $1.98M 0.26% +646 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,022 shares; 2025Q1: 13,922 shares; 2025Q2: 13,655 shares; 2025Q3: 13,548 shares; 2025Q4: 13,480 shares; 2026Q1: 13,520 shares 13,520 $1.97M 0.26% +40 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,706 shares; 2025Q1: 14,736 shares; 2025Q2: 14,715 shares; 2025Q3: 14,929 shares; 2025Q4: 12,843 shares; 2026Q1: 13,222 shares 13,222 $1.91M 0.25% +379 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: restricted; 2024Q4: 16,830 shares; 2025Q1: 16,507 shares; 2025Q2: 16,509 shares; 2025Q3: 16,512 shares; 2025Q4: 16,500 shares; 2026Q1: 16,501 shares 16,501 $1.87M 0.25% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,267 shares; 2025Q1: 4,395 shares; 2025Q2: 4,861 shares; 2025Q3: 4,953 shares; 2025Q4: 4,788 shares; 2026Q1: 4,816 shares 4,816 $1.79M 0.24% +28 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,439 shares; 2025Q1: 8,432 shares; 2025Q2: 7,932 shares; 2025Q3: 7,934 shares; 2025Q4: 7,821 shares; 2026Q1: 7,821 shares 7,821 $1.7M 0.23% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,288 shares; 2025Q1: 1,476 shares; 2025Q2: 1,575 shares; 2025Q3: 1,622 shares; 2025Q4: 1,766 shares; 2026Q1: 1,850 shares 1,850 $1.66M 0.22% +84 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,953 shares; 2025Q1: 15,063 shares; 2025Q2: 14,195 shares; 2025Q3: 14,539 shares; 2025Q4: 12,867 shares; 2026Q1: 13,283 shares 13,283 $1.6M 0.21% +416 Timeline FFLG 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: restricted; 2024Q4: 53,831 shares; 2025Q1: 55,331 shares; 2025Q2: 55,334 shares; 2025Q3: 56,344 shares; 2025Q4: 56,345 shares; 2026Q1: 56,274 shares 56,274 $1.56M 0.21% -71 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,119 shares; 2025Q1: 31,358 shares; 2025Q2: 25,867 shares; 2025Q3: 25,745 shares; 2025Q4: 27,711 shares; 2026Q1: 31,060 shares 31,060 $1.55M 0.21% +3,349 Timeline FBCG 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: restricted; 2024Q4: 28,507 shares; 2025Q1: 28,507 shares; 2025Q2: 28,507 shares; 2025Q3: 30,107 shares; 2025Q4: 30,706 shares; 2026Q1: 30,681 shares 30,681 $1.54M 0.2% -25 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,710 shares; 2025Q4: 2,812 shares; 2026Q1: 3,207 shares 3,207 $1.54M 0.2% +395 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: restricted; 2024Q4: 61,125 shares; 2025Q1: 61,890 shares; 2025Q2: 63,192 shares; 2025Q3: 63,614 shares; 2025Q4: 69,030 shares; 2026Q1: 73,269 shares 73,269 $1.53M 0.2% +4,239 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: restricted; 2024Q4: 26,128 shares; 2025Q1: 32,825 shares; 2025Q2: 39,426 shares; 2025Q3: 41,422 shares; 2025Q4: 59,157 shares; 2026Q1: 65,713 shares 65,713 $1.53M 0.2% +6,556 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,869 shares; 2025Q1: 18,578 shares; 2025Q2: 19,387 shares; 2025Q3: 19,979 shares; 2025Q4: 20,847 shares; 2026Q1: 21,518 shares 21,518 $1.52M 0.2% +671 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,796 shares; 2025Q1: 28,502 shares; 2025Q2: 28,685 shares; 2025Q3: 29,210 shares; 2025Q4: 30,350 shares; 2026Q1: 31,096 shares 31,096 $1.52M 0.2% +746 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,215 shares; 2025Q1: 4,606 shares; 2025Q2: 4,584 shares; 2025Q3: 4,675 shares; 2025Q4: 4,409 shares; 2026Q1: 4,580 shares 4,580 $1.51M 0.2% +171 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252,863 shares; 2025Q1: 262,288 shares; 2025Q2: 272,605 shares; 2025Q3: 277,897 shares; 2025Q4: 292,607 shares; 2026Q1: 31,423 shares 31,423 $1.42M 0.19% -261,184 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,592 shares; 2025Q1: 17,296 shares; 2025Q2: 17,555 shares; 2025Q3: 17,375 shares; 2025Q4: 17,989 shares; 2026Q1: 18,466 shares 18,466 $1.4M 0.19% +477 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,998 shares; 2025Q1: 41,014 shares; 2025Q2: 42,859 shares; 2025Q3: 43,016 shares; 2025Q4: 43,858 shares; 2026Q1: 45,662 shares 45,662 $1.4M 0.19% +1,804 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,912 shares; 2025Q1: 4,174 shares; 2025Q2: 4,354 shares; 2025Q3: 4,461 shares; 2025Q4: 4,282 shares; 2026Q1: 4,420 shares 4,420 $1.37M 0.18% +138 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,257 shares; 2025Q1: 2,998 shares; 2025Q2: 3,196 shares; 2025Q3: 3,340 shares; 2025Q4: 3,692 shares; 2026Q1: 3,892 shares 3,892 $1.34M 0.18% +200 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,184 shares; 2025Q1: 11,219 shares; 2025Q2: 11,325 shares; 2025Q3: 11,360 shares; 2025Q4: 11,394 shares; 2026Q1: 11,430 shares 11,430 $1.32M 0.18% +36 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: restricted; 2024Q4: 44,139 shares; 2025Q1: 44,691 shares; 2025Q2: 45,000 shares; 2025Q3: 46,052 shares; 2025Q4: 46,448 shares; 2026Q1: 49,426 shares 49,426 $1.25M 0.17% +2,978 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,506 shares; 2025Q1: 6,072 shares; 2025Q2: 6,473 shares; 2025Q3: 6,696 shares; 2025Q4: 7,159 shares; 2026Q1: 7,479 shares 7,479 $1.24M 0.16% +320 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,259 shares; 2025Q1: 7,195 shares; 2025Q2: 7,356 shares; 2025Q3: 7,865 shares; 2025Q4: 7,443 shares; 2026Q1: 7,730 shares 7,730 $1.2M 0.16% +287 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,448 shares; 2025Q1: 11,568 shares; 2025Q2: 12,372 shares; 2025Q3: 12,651 shares; 2025Q4: 7,996 shares; 2026Q1: 9,027 shares 9,027 $1.19M 0.16% +1,031 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: 12,551 shares; 2025Q2: 12,975 shares; 2025Q3: 13,256 shares; 2025Q4: 14,059 shares; 2026Q1: 14,594 shares 14,594 $1.16M 0.15% +535 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,725 shares; 2025Q1: 18,996 shares; 2025Q2: 21,762 shares; 2025Q3: 22,131 shares; 2025Q4: 23,160 shares; 2026Q1: 27,361 shares 27,361 $1.12M 0.15% +4,201 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,084 shares; 2025Q1: 8,161 shares; 2025Q2: 8,841 shares; 2025Q3: 8,142 shares; 2025Q4: 8,960 shares; 2026Q1: 9,460 shares 9,460 $1.12M 0.15% +500 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 891 shares; 2025Q1: 953 shares; 2025Q2: 1,002 shares; 2025Q3: 1,026 shares; 2025Q4: 1,096 shares; 2026Q1: 1,150 shares 1,150 $1.11M 0.15% +54 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,354 shares; 2025Q1: 1,489 shares; 2025Q2: 1,518 shares; 2025Q3: 1,497 shares; 2025Q4: 1,524 shares; 2026Q1: 1,482 shares 1,482 $1.09M 0.14% -42 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,271 shares; 2025Q1: 3,410 shares; 2025Q2: 3,505 shares; 2025Q3: 3,558 shares; 2025Q4: 3,706 shares; 2026Q1: 4,303 shares 4,303 $1.04M 0.14% +597 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,707 shares; 2025Q1: 13,706 shares; 2025Q2: 11,352 shares; 2025Q3: 11,352 shares; 2025Q4: 11,405 shares; 2026Q1: 11,405 shares 11,405 $1.03M 0.14% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 1,052 shares; 2025Q2: 1,035 shares; 2025Q3: 1,038 shares; 2025Q4: 1,146 shares; 2026Q1: 1,116 shares 1,116 $1.03M 0.14% -30 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,743 shares; 2025Q1: 7,763 shares; 2025Q2: 8,423 shares; 2025Q3: 8,800 shares; 2025Q4: 9,505 shares; 2026Q1: 10,203 shares 10,203 $997K 0.13% +698 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: restricted; 2024Q4: 24,831 shares; 2025Q1: 26,671 shares; 2025Q2: 28,198 shares; 2025Q3: 30,254 shares; 2025Q4: 38,453 shares; 2026Q1: 45,361 shares 45,361 $993K 0.13% +6,908 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,723 shares; 2025Q1: 16,762 shares; 2025Q2: 17,782 shares; 2025Q3: 18,447 shares; 2025Q4: 18,143 shares; 2026Q1: 19,765 shares 19,765 $992K 0.13% +1,622 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,172 shares; 2026Q1: 2,580 shares 2,580 $956K 0.13% -2,592 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,929 shares; 2025Q1: 20,956 shares; 2025Q2: 22,156 shares; 2025Q3: 22,899 shares; 2025Q4: 23,455 shares; 2026Q1: 28,393 shares 28,393 $952K 0.13% +4,938 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: restricted; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 4,472 shares; 2025Q3: 4,472 shares; 2025Q4: 4,472 shares; 2026Q1: 4,472 shares 4,472 $944K 0.13% 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: restricted; 2024Q4: 2,609 shares; 2025Q1: 5,157 shares; 2025Q2: 5,303 shares; 2025Q3: 5,443 shares; 2025Q4: 6,725 shares; 2026Q1: 6,966 shares 6,966 $921K 0.12% +241 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,341 shares; 2025Q1: 14,179 shares; 2025Q2: 15,248 shares; 2025Q3: 15,922 shares; 2025Q4: 16,704 shares; 2026Q1: 17,689 shares 17,689 $920K 0.12% +985 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,449 shares; 2025Q1: 8,565 shares; 2025Q2: 9,798 shares; 2025Q3: 8,618 shares; 2025Q4: 9,086 shares; 2026Q1: 9,480 shares 9,480 $915K 0.12% +394 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: restricted; 2024Q4: 9,910 shares; 2025Q1: 9,922 shares; 2025Q2: 9,932 shares; 2025Q3: 9,942 shares; 2025Q4: 19,892 shares; 2026Q1: 19,898 shares 19,898 $913K 0.12% +6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,801 shares; 2025Q1: 23,902 shares; 2025Q2: 25,300 shares; 2025Q3: 25,896 shares; 2025Q4: 27,300 shares; 2026Q1: 31,158 shares 31,158 $903K 0.12% +3,858 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,881 shares; 2025Q1: 8,966 shares; 2025Q2: 8,870 shares; 2025Q3: 8,882 shares; 2025Q4: 8,909 shares; 2026Q1: 8,194 shares 8,194 $841K 0.11% -715 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,467 shares; 2025Q1: 10,071 shares; 2025Q2: 10,589 shares; 2025Q3: 10,984 shares; 2025Q4: 11,692 shares; 2026Q1: 12,212 shares 12,212 $830K 0.11% +520 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,220 shares; 2025Q1: 3,348 shares; 2025Q2: 2,881 shares; 2025Q3: 2,910 shares; 2025Q4: 2,669 shares; 2026Q1: 2,670 shares 2,670 $808K 0.11% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,735 shares; 2025Q1: 5,794 shares; 2025Q2: 5,898 shares; 2025Q3: 5,977 shares; 2025Q4: 6,032 shares; 2026Q1: 6,149 shares 6,149 $806K 0.11% +117 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,334 shares; 2025Q1: 5,515 shares; 2025Q2: 5,418 shares; 2025Q3: 5,523 shares; 2025Q4: 3,678 shares; 2026Q1: 3,790 shares 3,790 $784K 0.1% +112 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,943 shares; 2025Q1: 7,314 shares; 2025Q2: 7,387 shares; 2025Q3: 5,543 shares; 2025Q4: 5,059 shares; 2026Q1: 5,079 shares 5,079 $743K 0.1% +20 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,490 shares; 2025Q1: 3,493 shares; 2025Q2: 3,399 shares; 2025Q3: 3,382 shares; 2025Q4: 3,038 shares; 2026Q1: 2,721 shares 2,721 $741K 0.1% -317 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,015 shares; 2025Q1: 4,605 shares; 2025Q2: 5,386 shares; 2025Q3: 4,632 shares; 2025Q4: 4,982 shares; 2026Q1: 5,190 shares 5,190 $668K 0.09% +208 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 2,854 shares; 2025Q3: 2,875 shares; 2025Q4: 3,208 shares; 2026Q1: 3,153 shares 3,153 $666K 0.09% -55 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,239 shares; 2025Q1: 5,532 shares; 2025Q2: 5,699 shares; 2025Q3: 5,287 shares; 2025Q4: 5,411 shares; 2026Q1: 4,902 shares 4,902 $663K 0.09% -509 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,078 shares; 2025Q1: 4,085 shares; 2025Q2: 4,093 shares; 2025Q3: 4,100 shares; 2025Q4: 4,106 shares; 2026Q1: 4,459 shares 4,459 $663K 0.09% +353 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,457 shares; 2025Q1: 4,461 shares; 2025Q2: 4,464 shares; 2025Q3: 4,467 shares; 2025Q4: 4,470 shares; 2026Q1: 4,475 shares 4,475 $659K 0.09% +5 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares 4,875 $658K 0.09% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,850 shares; 2025Q2: 8,425 shares; 2025Q3: 8,428 shares; 2025Q4: 8,460 shares; 2026Q1: 6,698 shares 6,698 $656K 0.09% -1,762 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,376 shares; 2025Q2: 1,490 shares; 2025Q3: 1,555 shares; 2025Q4: 1,775 shares; 2026Q1: 1,879 shares 1,879 $649K 0.09% +104 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,183 shares; 2025Q1: 10,183 shares; 2025Q2: 10,183 shares; 2025Q3: 10,183 shares; 2025Q4: 10,183 shares; 2026Q1: 10,183 shares 10,183 $636K 0.08% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 930 shares; 2025Q3: 966 shares; 2025Q4: 985 shares; 2026Q1: 1,039 shares 1,039 $628K 0.08% +54 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,355 shares; 2025Q1: 6,031 shares; 2025Q2: 6,475 shares; 2025Q3: 6,781 shares; 2025Q4: 7,242 shares; 2026Q1: 7,698 shares 7,698 $623K 0.08% +456 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,936 shares; 2025Q1: 4,062 shares; 2025Q2: 4,430 shares; 2025Q3: 4,681 shares; 2025Q4: 5,797 shares; 2026Q1: 4,419 shares 4,419 $616K 0.08% -1,378 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: restricted; 2024Q4: not reported; 2025Q1: 27,245 shares; 2025Q2: 17,367 shares; 2025Q3: 13,392 shares; 2025Q4: 13,407 shares; 2026Q1: 10,761 shares 10,761 $609K 0.08% -2,646 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 607 shares; 2025Q2: 611 shares; 2025Q3: 591 shares; 2025Q4: 585 shares; 2026Q1: 600 shares 600 $598K 0.08% +15 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: restricted; 2024Q4: 3,086 shares; 2025Q1: 3,091 shares; 2025Q2: 3,096 shares; 2025Q3: 3,100 shares; 2025Q4: 3,103 shares; 2026Q1: 3,103 shares 3,103 $596K 0.08% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 907 shares; 2025Q1: 975 shares; 2025Q2: 989 shares; 2025Q3: 907 shares; 2025Q4: 6,012 shares; 2026Q1: 6,085 shares 6,085 $585K 0.08% +73 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 893 shares; 2025Q1: 924 shares; 2025Q2: 895 shares; 2025Q3: 896 shares; 2025Q4: 897 shares; 2026Q1: 898 shares 898 $584K 0.08% +1 Timeline CGMS 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: restricted; 2024Q4: 10,563 shares; 2025Q1: 17,574 shares; 2025Q2: 16,579 shares; 2025Q3: 16,579 shares; 2025Q4: 20,079 shares; 2026Q1: 20,079 shares 20,079 $547K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,085 shares; 2025Q1: 6,324 shares; 2025Q2: 6,363 shares; 2025Q3: 6,680 shares; 2025Q4: 6,564 shares; 2026Q1: 8,253 shares 8,253 $545K 0.07% +1,689 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,542 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares 2,773 $544K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,915 shares; 2025Q1: 2,957 shares; 2025Q2: 3,436 shares; 2025Q3: 3,456 shares; 2025Q4: 3,516 shares; 2026Q1: 3,396 shares 3,396 $542K 0.07% -120 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 567 shares; 2025Q3: 568 shares; 2025Q4: 907 shares; 2026Q1: 951 shares 951 $536K 0.07% +44 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 1,398 shares; 2026Q1: 1,188 shares 1,188 $519K 0.07% -210 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,213 shares; 2025Q1: 2,339 shares; 2025Q2: 2,387 shares; 2025Q3: 2,414 shares; 2025Q4: 2,353 shares; 2026Q1: 2,365 shares 2,365 $518K 0.07% +12 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: restricted; 2024Q4: 16,328 shares; 2025Q1: 18,054 shares; 2025Q2: 16,694 shares; 2025Q3: 16,885 shares; 2025Q4: 17,137 shares; 2026Q1: 19,651 shares 19,651 $512K 0.07% +2,514 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 2,480 shares; 2026Q1: 2,506 shares 2,506 $510K 0.07% +26 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,023 shares; 2025Q4: 2,010 shares; 2026Q1: 2,008 shares 2,008 $503K 0.07% -2 Timeline FLTB 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: restricted; 2024Q4: 11,280 shares; 2025Q1: 10,687 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 9,889 shares; 2026Q1: 9,889 shares 9,889 $497K 0.07% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,891 shares; 2025Q1: 5,891 shares; 2025Q2: 5,891 shares; 2025Q3: 5,891 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares 6,584 $494K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,816 shares; 2025Q1: 3,053 shares; 2025Q2: 2,950 shares; 2025Q3: 2,784 shares; 2025Q4: 2,643 shares; 2026Q1: 2,644 shares 2,644 $494K 0.07% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 4,083 shares; 2025Q4: 3,877 shares; 2026Q1: 3,864 shares 3,864 $488K 0.06% -13 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,239 shares; 2025Q1: 20,023 shares; 2025Q2: 21,301 shares; 2025Q3: 22,166 shares; 2025Q4: 15,463 shares; 2026Q1: 17,193 shares 17,193 $483K 0.06% +1,730 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 892 shares; 2026Q1: 868 shares 868 $453K 0.06% -24 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: restricted; 2024Q4: 3,806 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares; 2026Q1: 3,806 shares 3,806 $451K 0.06% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,341 shares; 2025Q1: 2,603 shares; 2025Q2: 2,769 shares; 2025Q3: 2,871 shares; 2025Q4: 2,078 shares; 2026Q1: 2,094 shares 2,094 $436K 0.06% +16 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,739 shares; 2025Q1: 8,530 shares; 2025Q2: 8,687 shares; 2025Q3: 8,754 shares; 2025Q4: 8,821 shares; 2026Q1: 9,136 shares 9,136 $424K 0.06% +315 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,309 shares; 2025Q1: 2,007 shares; 2025Q2: 2,004 shares; 2025Q3: 2,017 shares; 2025Q4: 2,010 shares; 2026Q1: 2,013 shares 2,013 $423K 0.06% +3 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,274 shares; 2026Q1: 1,471 shares 1,471 $422K 0.06% +197 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,943 shares; 2025Q1: 2,003 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593 $415K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 397 shares; 2025Q3: 398 shares; 2025Q4: 444 shares; 2026Q1: 478 shares 478 $405K 0.05% +34 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,294 shares; 2025Q2: 3,459 shares; 2025Q3: 3,673 shares; 2025Q4: 4,451 shares; 2026Q1: 4,814 shares 4,814 $391K 0.05% +363 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: restricted; 2024Q4: 6,956 shares; 2025Q1: 4,061 shares; 2025Q2: 4,065 shares; 2025Q3: 4,095 shares; 2025Q4: 4,049 shares; 2026Q1: 4,055 shares 4,055 $391K 0.05% +6 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 1,748 shares; 2025Q2: 1,770 shares; 2025Q3: 1,771 shares; 2025Q4: 1,756 shares; 2026Q1: 1,771 shares 1,771 $384K 0.05% +15 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 703 shares; 2026Q1: 710 shares 710 $382K 0.05% +7 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: restricted; 2024Q4: 7,279 shares; 2025Q1: 4,391 shares; 2025Q2: 4,411 shares; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 4,329 shares 4,329 $375K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 810 shares; 2025Q2: 798 shares; 2025Q3: 811 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $356K 0.05% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares 10,755 $354K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,231 shares; 2025Q3: 1,230 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $350K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 3,638 shares; 2025Q2: 2,845 shares; 2025Q3: 2,843 shares; 2025Q4: 2,373 shares; 2026Q1: 2,374 shares 2,374 $349K 0.05% +1 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: restricted; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 512 shares; 2025Q3: 511 shares; 2025Q4: 479 shares; 2026Q1: 479 shares 479 $348K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,006 shares; 2025Q1: 3,463 shares; 2025Q2: 3,023 shares; 2025Q3: 3,030 shares; 2025Q4: 3,035 shares; 2026Q1: 3,052 shares 3,052 $346K 0.05% +17 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 2,181 shares; 2025Q2: 1,255 shares; 2025Q3: 1,695 shares; 2025Q4: 1,179 shares; 2026Q1: 1,248 shares 1,248 $338K 0.04% +69 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,922 shares; 2025Q1: 6,951 shares; 2025Q2: 4,908 shares; 2025Q3: 4,916 shares; 2025Q4: 5,262 shares; 2026Q1: 5,265 shares 5,265 $337K 0.04% +3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,514 shares; 2025Q4: 1,698 shares; 2026Q1: 1,768 shares 1,768 $335K 0.04% +70 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,448 shares; 2025Q2: 1,457 shares; 2025Q3: 1,465 shares; 2025Q4: 1,475 shares; 2026Q1: 1,195 shares 1,195 $332K 0.04% -280 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 893 shares; 2025Q1: 1,330 shares; 2025Q2: 1,294 shares; 2025Q3: 1,295 shares; 2025Q4: 1,074 shares; 2026Q1: 1,075 shares 1,075 $325K 0.04% +1 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,367 shares; 2025Q2: 2,419 shares; 2025Q3: 2,435 shares; 2025Q4: 2,463 shares; 2026Q1: 2,560 shares 2,560 $324K 0.04% +97 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,065 shares; 2025Q1: 2,002 shares; 2025Q2: 1,991 shares; 2025Q3: 2,001 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $317K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,770 shares 4,770 $317K 0.04% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,118 shares; 2025Q2: 1,138 shares; 2025Q3: 1,147 shares; 2025Q4: 1,155 shares; 2026Q1: 1,140 shares 1,140 $314K 0.04% -15 Timeline QYLD 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: restricted; 2024Q4: 14,171 shares; 2025Q1: 28,962 shares; 2025Q2: 23,690 shares; 2025Q3: 22,097 shares; 2025Q4: 18,061 shares; 2026Q1: 18,127 shares 18,127 $311K 0.04% +66 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 965 shares; 2025Q2: 971 shares; 2025Q3: 635 shares; 2025Q4: 630 shares; 2026Q1: 633 shares 633 $307K 0.04% +3 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,978 shares; 2025Q1: 9,746 shares; 2025Q2: 10,151 shares; 2025Q3: 10,424 shares; 2025Q4: 9,786 shares; 2026Q1: 10,674 shares 10,674 $306K 0.04% +888 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,313 shares; 2025Q3: 7,313 shares; 2025Q4: 7,313 shares; 2026Q1: 7,313 shares 7,313 $300K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,443 shares 1,443 $300K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,432 shares; 2025Q1: 7,184 shares; 2025Q2: 7,153 shares; 2025Q3: 4,921 shares; 2025Q4: 3,041 shares; 2026Q1: 3,227 shares 3,227 $300K 0.04% +186 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: 1,842 shares; 2025Q3: 1,844 shares; 2025Q4: 1,850 shares; 2026Q1: 1,604 shares 1,604 $296K 0.04% -246 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $287K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,402 shares; 2025Q3: 1,404 shares; 2025Q4: 1,436 shares; 2026Q1: 1,437 shares 1,437 $277K 0.04% +1 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,233 shares; 2025Q2: 3,231 shares; 2025Q3: 3,248 shares; 2025Q4: 3,114 shares; 2026Q1: 3,153 shares 3,153 $273K 0.04% +39 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,610 shares; 2025Q1: 3,545 shares; 2025Q2: 3,054 shares; 2025Q3: 3,061 shares; 2025Q4: 3,067 shares; 2026Q1: 3,075 shares 3,075 $273K 0.04% +8 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares 455 $272K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 842 shares; 2025Q1: 888 shares; 2025Q2: 876 shares; 2025Q3: 883 shares; 2025Q4: 821 shares; 2026Q1: 827 shares 827 $272K 0.04% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,101 shares; 2025Q1: 2,395 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares 2,416 $269K 0.04% 0 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: restricted; 2024Q4: 872 shares; 2025Q1: 1,000 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $268K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 749 shares 749 $253K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares 3,137 $250K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 4,142 shares 4,142 $248K 0.03% +667 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: restricted; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares 3,502 $248K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares 1,795 $244K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 889 shares 889 $237K 0.03% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,939 shares; 2026Q1: 2,939 shares 2,939 $236K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $232K 0.03% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 899 shares; 2026Q1: 951 shares 951 $222K 0.03% +52 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,017 shares 5,017 $221K 0.03% new Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,468 shares; 2025Q1: not reported; 2025Q2: 8,468 shares; 2025Q3: 8,468 shares; 2025Q4: 8,468 shares; 2026Q1: 8,468 shares 8,468 $219K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 455 shares; 2025Q2: 473 shares; 2025Q3: 472 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $218K 0.03% 0 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: restricted; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $215K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,572 shares; 2025Q2: 1,580 shares; 2025Q3: 1,581 shares; 2025Q4: 1,269 shares; 2026Q1: 1,270 shares 1,270 $215K 0.03% +1 Timeline FCOR 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: restricted; 2024Q4: 4,564 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 4,538 shares; 2026Q1: 4,538 shares 4,538 $214K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 482 shares 482 $206K 0.03% -84 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares 1,515 $201K 0.03% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,615 shares 14,615 $115K 0.02% new Timeline