GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,231 shares; 2024Q4: 61,096 shares; 2025Q1: 273,722 shares; 2025Q2: 372,397 shares; 2025Q3: 368,794 shares; 2025Q4: 386,065 shares; 2026Q1: 383,975 shares 383,975 $35.6M 7.1% -2,090 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,197 shares; 2024Q4: 41,146 shares; 2025Q1: 223,986 shares; 2025Q2: 260,101 shares; 2025Q3: 257,598 shares; 2025Q4: 304,416 shares; 2026Q1: 254,683 shares 254,683 $18.2M 3.64% -49,733 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: 15,514 shares; 2024Q4: 15,917 shares; 2025Q1: 26,898 shares; 2025Q2: 35,123 shares; 2025Q3: 34,495 shares; 2025Q4: 34,506 shares; 2026Q1: 34,611 shares 34,611 $16.6M 3.31% +105 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: 90,845 shares; 2024Q4: 109,061 shares; 2025Q1: 96,097 shares; 2025Q2: 82,516 shares; 2025Q3: 83,745 shares; 2025Q4: 85,793 shares; 2026Q1: 82,934 shares 82,934 $16.5M 3.29% -2,859 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: 146,024 shares; 2024Q4: 147,753 shares; 2025Q1: 111,187 shares; 2025Q2: 101,753 shares; 2025Q3: 97,779 shares; 2025Q4: 99,075 shares; 2026Q1: 93,143 shares 93,143 $16.2M 3.24% -5,932 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: 35,855 shares; 2024Q4: 36,358 shares; 2025Q1: 29,702 shares; 2025Q2: 23,993 shares; 2025Q3: 27,032 shares; 2025Q4: 27,972 shares; 2026Q1: 37,847 shares 37,847 $14M 2.79% +9,875 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: 51,419 shares; 2024Q4: 53,459 shares; 2025Q1: 44,240 shares; 2025Q2: 37,172 shares; 2025Q3: 44,756 shares; 2025Q4: 46,180 shares; 2026Q1: 46,516 shares 46,516 $13.3M 2.66% +336 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: 50,531 shares; 2024Q4: 55,925 shares; 2025Q1: 48,649 shares; 2025Q2: 42,187 shares; 2025Q3: 47,063 shares; 2025Q4: 57,902 shares; 2026Q1: 59,033 shares 59,033 $11.3M 2.26% +1,131 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: 18,010 shares; 2024Q4: 18,065 shares; 2025Q1: 18,429 shares; 2025Q2: 17,721 shares; 2025Q3: 17,581 shares; 2025Q4: 17,176 shares; 2026Q1: 16,772 shares 16,772 $10.9M 2.18% -404 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: 36,115 shares; 2024Q4: 36,541 shares; 2025Q1: 36,101 shares; 2025Q2: 34,607 shares; 2025Q3: 34,299 shares; 2025Q4: 33,832 shares; 2026Q1: 33,526 shares 33,526 $10.4M 2.07% -306 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: 12,950 shares; 2024Q4: 13,306 shares; 2025Q1: 10,607 shares; 2025Q2: 7,945 shares; 2025Q3: 9,105 shares; 2025Q4: 10,108 shares; 2026Q1: 13,273 shares 13,273 $7.59M 1.51% +3,165 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: 14,252 shares; 2024Q4: 14,547 shares; 2025Q1: 14,361 shares; 2025Q2: 12,208 shares; 2025Q3: 12,215 shares; 2025Q4: 12,236 shares; 2026Q1: 10,499 shares 10,499 $7.44M 1.48% -1,737 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: 104,433 shares; 2024Q4: 102,027 shares; 2025Q1: 57,403 shares; 2025Q2: 55,911 shares; 2025Q3: 72,895 shares; 2025Q4: 79,863 shares; 2026Q1: 79,221 shares 79,221 $7.24M 1.44% -642 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: 149,423 shares; 2024Q4: 148,991 shares; 2025Q1: 92,548 shares; 2025Q2: 83,418 shares; 2025Q3: 107,987 shares; 2025Q4: 106,134 shares; 2026Q1: 105,981 shares 105,981 $7.16M 1.43% -153 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: 44,163 shares; 2024Q4: 51,208 shares; 2025Q1: 24,760 shares; 2025Q2: 23,417 shares; 2025Q3: 57,213 shares; 2025Q4: 106,473 shares; 2026Q1: 111,449 shares 111,449 $7.14M 1.42% +4,976 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: 28,243 shares; 2024Q4: 34,659 shares; 2025Q1: 34,253 shares; 2025Q2: 32,741 shares; 2025Q3: 32,811 shares; 2025Q4: 32,952 shares; 2026Q1: 34,843 shares 34,843 $6.91M 1.38% +1,891 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: 11,869 shares; 2024Q4: 11,416 shares; 2025Q1: 11,807 shares; 2025Q2: 10,915 shares; 2025Q3: 10,902 shares; 2025Q4: 10,565 shares; 2026Q1: 10,451 shares 10,451 $6.83M 1.36% -114 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: 7,295 shares; 2024Q4: 7,401 shares; 2025Q1: 7,295 shares; 2025Q2: 6,108 shares; 2025Q3: 6,322 shares; 2025Q4: 6,601 shares; 2026Q1: 6,695 shares 6,695 $6.67M 1.33% +94 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: 32,029 shares; 2024Q4: 51,495 shares; 2025Q1: 50,714 shares; 2025Q2: 48,869 shares; 2025Q3: 48,801 shares; 2025Q4: 49,685 shares; 2026Q1: 50,525 shares 50,525 $6.53M 1.3% +840 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: 34,862 shares; 2024Q4: 56,739 shares; 2025Q1: 55,779 shares; 2025Q2: 51,803 shares; 2025Q3: 51,615 shares; 2025Q4: 51,819 shares; 2026Q1: 43,030 shares 43,030 $6.47M 1.29% -8,789 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: 22,130 shares; 2024Q4: 22,441 shares; 2025Q1: 22,280 shares; 2025Q2: 19,767 shares; 2025Q3: 19,627 shares; 2025Q4: 20,789 shares; 2026Q1: 21,225 shares 21,225 $6.42M 1.28% +436 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: 10,463 shares; 2024Q4: 10,441 shares; 2025Q1: 11,623 shares; 2025Q2: 11,426 shares; 2025Q3: 11,348 shares; 2025Q4: 10,283 shares; 2026Q1: 10,378 shares 10,378 $5.99M 1.19% +95 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: 19,880 shares; 2024Q4: 19,966 shares; 2025Q1: 19,608 shares; 2025Q2: 19,398 shares; 2025Q3: 19,851 shares; 2025Q4: 19,831 shares; 2026Q1: 20,054 shares 20,054 $5.77M 1.15% +223 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: 12,401 shares; 2024Q4: 12,300 shares; 2025Q1: 13,628 shares; 2025Q2: 13,640 shares; 2025Q3: 13,653 shares; 2025Q4: 12,031 shares; 2026Q1: 11,972 shares 11,972 $5.55M 1.11% -59 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: 5,974 shares; 2024Q4: 6,273 shares; 2025Q1: 6,078 shares; 2025Q2: 6,043 shares; 2025Q3: 6,495 shares; 2025Q4: 6,647 shares; 2026Q1: 15,063 shares 15,063 $5.39M 1.07% +8,416 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: 20,607 shares; 2024Q4: 20,826 shares; 2025Q1: 20,862 shares; 2025Q2: 20,746 shares; 2025Q3: 20,754 shares; 2025Q4: 21,064 shares; 2026Q1: 21,258 shares 21,258 $4.88M 0.97% +194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,500 shares; 2026Q1: 82,671 shares 82,671 $4.86M 0.97% +1,171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,290 shares; 2026Q1: 16,247 shares 16,247 $4.8M 0.96% +5,957 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: 7,360 shares; 2024Q4: 82,127 shares; 2025Q1: 82,127 shares; 2025Q2: 82,127 shares; 2025Q3: 82,127 shares; 2025Q4: 82,127 shares; 2026Q1: 243,015 shares 243,015 $4.75M 0.95% +160,888 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: 10,451 shares; 2024Q4: 12,064 shares; 2025Q1: 11,377 shares; 2025Q2: 10,662 shares; 2025Q3: 10,678 shares; 2025Q4: 14,243 shares; 2026Q1: 14,654 shares 14,654 $4.7M 0.94% +411 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: 32,746 shares; 2024Q4: 32,638 shares; 2025Q1: 19,450 shares; 2025Q2: 17,683 shares; 2025Q3: 21,844 shares; 2025Q4: 21,520 shares; 2026Q1: 21,515 shares 21,515 $4.67M 0.93% -5 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: not reported; 2026Q1: 18,535 shares 18,535 $4.64M 0.93% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,088 shares 37,088 $4.55M 0.91% new 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: 35,280 shares; 2024Q4: 35,923 shares; 2025Q1: 35,486 shares; 2025Q2: 34,531 shares; 2025Q3: 34,099 shares; 2025Q4: 34,160 shares; 2026Q1: 35,790 shares 35,790 $4.45M 0.89% +1,630 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: 23,542 shares; 2024Q4: 33,298 shares; 2025Q1: 29,468 shares; 2025Q2: 22,086 shares; 2025Q3: 22,288 shares; 2025Q4: 21,706 shares; 2026Q1: 32,867 shares 32,867 $4.11M 0.82% +11,161 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,511 shares; 2025Q1: 4,508 shares; 2025Q2: 4,572 shares; 2025Q3: 3,844 shares; 2025Q4: 3,327 shares; 2026Q1: 44,959 shares 44,959 $3.8M 0.76% +41,632 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 123,419 shares 123,419 $3.72M 0.74% new 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: 8,812 shares; 2024Q4: 8,622 shares; 2025Q1: 8,547 shares; 2025Q2: 8,327 shares; 2025Q3: 8,327 shares; 2025Q4: 8,302 shares; 2026Q1: 8,237 shares 8,237 $3.54M 0.71% -65 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: 5,001 shares; 2024Q4: 6,023 shares; 2025Q1: 3,178 shares; 2025Q2: 2,672 shares; 2025Q3: 7,419 shares; 2025Q4: 11,327 shares; 2026Q1: 12,319 shares 12,319 $3.54M 0.71% +992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,317 shares 6,317 $3.47M 0.69% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,346 shares 12,346 $3.45M 0.69% new 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: 2,870 shares; 2024Q4: 1,245 shares; 2025Q1: 1,264 shares; 2025Q2: 1,230 shares; 2025Q3: 2,867 shares; 2025Q4: 3,170 shares; 2026Q1: 3,666 shares 3,666 $3.37M 0.67% +496 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,377 shares 94,377 $3.35M 0.67% new 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: 989 shares; 2024Q4: 949 shares; 2025Q1: 800 shares; 2025Q2: 795 shares; 2025Q3: 785 shares; 2025Q4: 970 shares; 2026Q1: 6,760 shares 6,760 $3.35M 0.67% +5,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,002 shares 36,002 $3.34M 0.67% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,614 shares 38,614 $3.23M 0.64% new 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: 7,654 shares; 2024Q4: 12,994 shares; 2025Q1: 9,502 shares; 2025Q2: 9,290 shares; 2025Q3: 9,298 shares; 2025Q4: 9,350 shares; 2026Q1: 11,673 shares 11,673 $3.06M 0.61% +2,323 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: 10,971 shares; 2024Q4: 11,136 shares; 2025Q1: 10,979 shares; 2025Q2: 10,802 shares; 2025Q3: 10,825 shares; 2025Q4: 11,238 shares; 2026Q1: 11,455 shares 11,455 $3.05M 0.61% +217 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: 9,545 shares; 2024Q4: 11,869 shares; 2025Q1: 11,886 shares; 2025Q2: 11,784 shares; 2025Q3: 11,808 shares; 2025Q4: 12,154 shares; 2026Q1: 12,744 shares 12,744 $2.8M 0.56% +590 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: 3,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,209 shares 26,209 $2.73M 0.54% new Timeline QXO QXO INC More: the full row for QXO 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: 137,660 shares; 2026Q1: 138,865 shares 138,865 $2.7M 0.54% +1,205 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,685 shares 26,685 $2.64M 0.53% new 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: 1,781 shares; 2024Q4: 2,002 shares; 2025Q1: 1,784 shares; 2025Q2: 1,736 shares; 2025Q3: 1,661 shares; 2025Q4: 3,943 shares; 2026Q1: 4,289 shares 4,289 $2.56M 0.51% +346 Timeline SHV 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: 20,382 shares; 2026Q1: 22,425 shares 22,425 $2.48M 0.49% +2,043 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: 9,909 shares; 2024Q4: 9,735 shares; 2025Q1: 9,677 shares; 2025Q2: 9,399 shares; 2025Q3: 9,330 shares; 2025Q4: 18,241 shares; 2026Q1: 18,241 shares 18,241 $2.42M 0.48% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,880 shares; 2024Q4: 27,529 shares; 2025Q1: 27,764 shares; 2025Q2: 27,461 shares; 2025Q3: 27,673 shares; 2025Q4: 28,805 shares; 2026Q1: 29,867 shares 29,867 $2.32M 0.46% +1,062 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: 965 shares; 2024Q4: 935 shares; 2025Q1: 455 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 2,576 shares 2,576 $2.31M 0.46% +2,156 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: 19,753 shares; 2024Q4: 20,255 shares; 2025Q1: 19,122 shares; 2025Q2: 16,564 shares; 2025Q3: 16,571 shares; 2025Q4: 17,145 shares; 2026Q1: 17,086 shares 17,086 $2.26M 0.45% -59 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367 shares; 2026Q1: 1,687 shares 1,687 $2.23M 0.44% +1,320 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 4,528 shares 4,528 $2.22M 0.44% new Timeline FDN 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: 9,977 shares; 2024Q4: 9,733 shares; 2025Q1: 9,733 shares; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares; 2025Q4: 9,193 shares; 2026Q1: 9,193 shares 9,193 $2.15M 0.43% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,612 shares; 2025Q1: 3,557 shares; 2025Q2: 3,421 shares; 2025Q3: 3,376 shares; 2025Q4: 3,481 shares; 2026Q1: 4,513 shares 4,513 $2.08M 0.42% +1,032 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: 1,902 shares; 2024Q4: 1,823 shares; 2025Q1: 1,368 shares; 2025Q2: 1,306 shares; 2025Q3: 1,268 shares; 2025Q4: 1,300 shares; 2026Q1: 8,530 shares 8,530 $2.07M 0.41% +7,230 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: 3,413 shares; 2024Q4: 3,456 shares; 2025Q1: 2,929 shares; 2025Q2: 2,416 shares; 2025Q3: 2,429 shares; 2025Q4: 2,590 shares; 2026Q1: 4,155 shares 4,155 $2.04M 0.41% +1,565 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: 4,573 shares; 2024Q4: 4,414 shares; 2025Q1: 4,395 shares; 2025Q2: 4,255 shares; 2025Q3: 4,125 shares; 2025Q4: 4,438 shares; 2026Q1: 4,414 shares 4,414 $1.93M 0.38% -24 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: 56,867 shares; 2024Q4: 54,993 shares; 2025Q1: 55,586 shares; 2025Q2: 56,210 shares; 2025Q3: 50,660 shares; 2025Q4: 48,982 shares; 2026Q1: 44,828 shares 44,828 $1.91M 0.38% -4,154 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 9,255 shares 9,255 $1.9M 0.38% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,406 shares; 2025Q1: 11,246 shares; 2025Q2: 11,050 shares; 2025Q3: 10,939 shares; 2025Q4: not reported; 2026Q1: 12,034 shares 12,034 $1.89M 0.38% new 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: 2,861 shares; 2024Q4: 3,437 shares; 2025Q1: 1,724 shares; 2025Q2: 1,086 shares; 2025Q3: 4,235 shares; 2025Q4: 6,480 shares; 2026Q1: 6,996 shares 6,996 $1.83M 0.37% +516 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: 13,335 shares; 2024Q4: 9,753 shares; 2025Q1: 9,567 shares; 2025Q2: 9,131 shares; 2025Q3: 9,019 shares; 2025Q4: 9,148 shares; 2026Q1: 5,559 shares 5,559 $1.82M 0.36% -3,589 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,377 shares 3,377 $1.82M 0.36% new 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: 16,018 shares; 2024Q4: 29,123 shares; 2025Q1: 28,950 shares; 2025Q2: 28,817 shares; 2025Q3: 28,868 shares; 2025Q4: 28,698 shares; 2026Q1: 30,470 shares 30,470 $1.81M 0.36% +1,772 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,716 shares; 2024Q4: 40,686 shares; 2025Q1: 40,364 shares; 2025Q2: 40,480 shares; 2025Q3: 40,446 shares; 2025Q4: 39,090 shares; 2026Q1: 33,921 shares 33,921 $1.72M 0.34% -5,169 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 788 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 918 shares; 2026Q1: 990 shares 990 $1.71M 0.34% +72 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: 5,877 shares; 2024Q4: 5,879 shares; 2025Q1: 5,795 shares; 2025Q2: 5,787 shares; 2025Q3: 5,622 shares; 2025Q4: 5,267 shares; 2026Q1: 5,227 shares 5,227 $1.66M 0.33% -40 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,305 shares 15,305 $1.66M 0.33% new 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: 12,913 shares; 2024Q4: 27,218 shares; 2025Q1: 26,948 shares; 2025Q2: 26,788 shares; 2025Q3: 26,724 shares; 2025Q4: 27,152 shares; 2026Q1: 18,975 shares 18,975 $1.62M 0.32% -8,177 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: 11,262 shares; 2024Q4: 11,042 shares; 2025Q1: 12,199 shares; 2025Q2: 12,227 shares; 2025Q3: 12,254 shares; 2025Q4: 10,822 shares; 2026Q1: 10,668 shares 10,668 $1.62M 0.32% -154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares 4,725 $1.61M 0.32% new 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: 11,327 shares; 2024Q4: 34,494 shares; 2025Q1: 30,559 shares; 2025Q2: 29,258 shares; 2025Q3: 27,858 shares; 2025Q4: 27,858 shares; 2026Q1: 75,556 shares 75,556 $1.59M 0.32% +47,698 Timeline FGD 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: 60,016 shares; 2024Q4: 60,692 shares; 2025Q1: 58,938 shares; 2025Q2: 59,467 shares; 2025Q3: 58,396 shares; 2025Q4: 56,556 shares; 2026Q1: 48,187 shares 48,187 $1.54M 0.31% -8,369 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: 15,103 shares; 2024Q4: 15,034 shares; 2025Q1: 14,888 shares; 2025Q2: 14,448 shares; 2025Q3: 14,196 shares; 2025Q4: 14,111 shares; 2026Q1: 4,916 shares 4,916 $1.53M 0.3% -9,195 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: 12,198 shares; 2024Q4: 12,412 shares; 2025Q1: 11,398 shares; 2025Q2: 11,127 shares; 2025Q3: 10,748 shares; 2025Q4: 10,976 shares; 2026Q1: 7,050 shares 7,050 $1.53M 0.3% -3,926 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: 12,125 shares; 2024Q4: 17,165 shares; 2025Q1: 17,138 shares; 2025Q2: 16,948 shares; 2025Q3: 16,899 shares; 2025Q4: 17,170 shares; 2026Q1: 13,752 shares 13,752 $1.47M 0.29% -3,418 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: 23,215 shares; 2024Q4: 25,993 shares; 2025Q1: 25,544 shares; 2025Q2: 24,691 shares; 2025Q3: 24,671 shares; 2025Q4: 24,785 shares; 2026Q1: 21,195 shares 21,195 $1.47M 0.29% -3,590 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,307 shares; 2026Q1: 53,471 shares 53,471 $1.46M 0.29% +12,164 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: 7,525 shares; 2024Q4: 7,530 shares; 2025Q1: 7,428 shares; 2025Q2: 7,160 shares; 2025Q3: 6,887 shares; 2025Q4: 7,210 shares; 2026Q1: 7,339 shares 7,339 $1.44M 0.29% +129 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,819 shares; 2025Q1: 1,723 shares; 2025Q2: 1,519 shares; 2025Q3: 1,501 shares; 2025Q4: 1,489 shares; 2026Q1: 1,458 shares 1,458 $1.4M 0.28% -31 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 6,433 shares; 2025Q1: 6,309 shares; 2025Q2: 6,161 shares; 2025Q3: 7,122 shares; 2025Q4: 7,166 shares; 2026Q1: 3,127 shares 3,127 $1.35M 0.27% -4,039 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: 8,110 shares; 2024Q4: 10,173 shares; 2025Q1: 4,560 shares; 2025Q2: 4,551 shares; 2025Q3: 4,572 shares; 2025Q4: 13,265 shares; 2026Q1: 15,821 shares 15,821 $1.22M 0.24% +2,556 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: 10,079 shares; 2024Q4: 10,015 shares; 2025Q1: 9,299 shares; 2025Q2: 7,890 shares; 2025Q3: 7,875 shares; 2025Q4: 7,775 shares; 2026Q1: 6,004 shares 6,004 $1.22M 0.24% -1,771 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: 16,082 shares; 2024Q4: 30,504 shares; 2025Q1: 30,452 shares; 2025Q2: 30,008 shares; 2025Q3: 29,735 shares; 2025Q4: 29,492 shares; 2026Q1: 19,953 shares 19,953 $1.21M 0.24% -9,539 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: 4,393 shares; 2024Q4: 18,597 shares; 2025Q1: 18,152 shares; 2025Q2: 17,166 shares; 2025Q3: 17,443 shares; 2025Q4: 17,159 shares; 2026Q1: 18,293 shares 18,293 $1.17M 0.23% +1,134 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 2,665 shares; 2025Q4: 2,540 shares; 2026Q1: 2,140 shares 2,140 $1.16M 0.23% -400 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: 12,857 shares; 2024Q4: 12,857 shares; 2025Q1: 12,857 shares; 2025Q2: 12,857 shares; 2025Q3: 12,757 shares; 2025Q4: 12,757 shares; 2026Q1: 12,757 shares 12,757 $1.12M 0.22% 0 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,263 shares; 2025Q1: 52,096 shares; 2025Q2: 54,198 shares; 2025Q3: 60,538 shares; 2025Q4: 64,141 shares; 2026Q1: 44,317 shares 44,317 $1.12M 0.22% -19,824 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: 6,501 shares; 2024Q4: 13,225 shares; 2025Q1: 12,861 shares; 2025Q2: 12,632 shares; 2025Q3: 12,589 shares; 2025Q4: 12,741 shares; 2026Q1: 6,896 shares 6,896 $1.11M 0.22% -5,845 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: 5,666 shares; 2024Q4: 7,980 shares; 2025Q1: 7,520 shares; 2025Q2: 6,472 shares; 2025Q3: 6,474 shares; 2025Q4: 6,476 shares; 2026Q1: 7,752 shares 7,752 $1.05M 0.21% +1,276 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: 75,521 shares; 2024Q4: 88,456 shares; 2025Q1: 80,369 shares; 2025Q2: 78,435 shares; 2025Q3: 78,293 shares; 2025Q4: 78,458 shares; 2026Q1: 19,967 shares 19,967 $1.03M 0.2% -58,491 Timeline XLP 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: 11,075 shares; 2024Q4: 11,121 shares; 2025Q1: 11,106 shares; 2025Q2: 11,155 shares; 2025Q3: 11,160 shares; 2025Q4: 12,124 shares; 2026Q1: 12,477 shares 12,477 $1.02M 0.2% +353 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,855 shares; 2025Q1: 4,775 shares; 2025Q2: 4,803 shares; 2025Q3: 4,752 shares; 2025Q4: 9,148 shares; 2026Q1: 9,171 shares 9,171 $999K 0.2% +23 Timeline LGLV 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: 6,179 shares; 2024Q4: 6,094 shares; 2025Q1: 6,084 shares; 2025Q2: 5,816 shares; 2025Q3: 5,636 shares; 2025Q4: 5,591 shares; 2026Q1: 5,551 shares 5,551 $989K 0.2% -40 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,015 shares; 2024Q4: 12,606 shares; 2025Q1: 12,576 shares; 2025Q2: 12,407 shares; 2025Q3: 11,687 shares; 2025Q4: 10,235 shares; 2026Q1: 9,292 shares 9,292 $985K 0.2% -943 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: 6,910 shares; 2024Q4: 13,709 shares; 2025Q1: 13,619 shares; 2025Q2: 13,441 shares; 2025Q3: 13,377 shares; 2025Q4: 13,378 shares; 2026Q1: 7,683 shares 7,683 $961K 0.19% -5,695 Timeline SCHZ 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: 22,414 shares; 2024Q4: 43,608 shares; 2025Q1: 43,085 shares; 2025Q2: 42,945 shares; 2025Q3: 42,435 shares; 2025Q4: 41,384 shares; 2026Q1: 41,104 shares 41,104 $954K 0.19% -280 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: 21,546 shares; 2024Q4: 22,010 shares; 2025Q1: 21,451 shares; 2025Q2: 21,273 shares; 2025Q3: 21,270 shares; 2025Q4: 14,895 shares; 2026Q1: 12,842 shares 12,842 $946K 0.19% -2,053 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: 9,149 shares; 2024Q4: 9,146 shares; 2025Q1: 8,798 shares; 2025Q2: 8,765 shares; 2025Q3: 8,099 shares; 2025Q4: 14,843 shares; 2026Q1: 15,185 shares 15,185 $930K 0.19% +342 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: 7,800 shares; 2024Q4: 7,742 shares; 2025Q1: 8,169 shares; 2025Q2: 8,177 shares; 2025Q3: 8,095 shares; 2025Q4: 7,308 shares; 2026Q1: 6,261 shares 6,261 $914K 0.18% -1,047 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: 5,744 shares; 2024Q4: 5,739 shares; 2025Q1: 4,840 shares; 2025Q2: 3,466 shares; 2025Q3: 3,390 shares; 2025Q4: 3,345 shares; 2026Q1: 2,771 shares 2,771 $911K 0.18% -574 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: 5,504 shares; 2024Q4: 5,764 shares; 2025Q1: 7,448 shares; 2025Q2: 7,445 shares; 2025Q3: 7,457 shares; 2025Q4: 7,469 shares; 2026Q1: 7,272 shares 7,272 $910K 0.18% -197 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: 6,466 shares; 2024Q4: 6,482 shares; 2025Q1: 6,496 shares; 2025Q2: 6,512 shares; 2025Q3: 6,528 shares; 2025Q4: 6,163 shares; 2026Q1: 6,163 shares 6,163 $904K 0.18% 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: 3,816 shares; 2024Q4: 3,826 shares; 2025Q1: 3,768 shares; 2025Q2: 3,725 shares; 2025Q3: 3,685 shares; 2025Q4: 45,070 shares; 2026Q1: 9,373 shares 9,373 $901K 0.18% -35,697 Timeline ITB 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: 10,328 shares; 2024Q4: 10,257 shares; 2025Q1: 10,236 shares; 2025Q2: 10,300 shares; 2025Q3: 10,311 shares; 2025Q4: 9,430 shares; 2026Q1: 9,430 shares 9,430 $854K 0.17% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,793 shares; 2026Q1: 9,113 shares 9,113 $845K 0.17% +2,320 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: 23,496 shares; 2024Q4: 23,445 shares; 2025Q1: 22,067 shares; 2025Q2: 21,246 shares; 2025Q3: 21,140 shares; 2025Q4: 20,858 shares; 2026Q1: 7,900 shares 7,900 $835K 0.17% -12,958 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: 7,398 shares; 2024Q4: 14,263 shares; 2025Q1: 13,229 shares; 2025Q2: 11,965 shares; 2025Q3: 12,044 shares; 2025Q4: 11,405 shares; 2026Q1: 12,520 shares 12,520 $831K 0.17% +1,115 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: 12,122 shares; 2024Q4: 36,201 shares; 2025Q1: 33,156 shares; 2025Q2: 33,106 shares; 2025Q3: 33,173 shares; 2025Q4: 33,169 shares; 2026Q1: 32,780 shares 32,780 $823K 0.16% -389 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: not reported; 2024Q4: 17,505 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 15,505 shares; 2025Q4: 15,505 shares; 2026Q1: 41,388 shares 41,388 $822K 0.16% +25,883 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,601 shares; 2025Q1: 4,601 shares; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 4,551 shares; 2026Q1: 4,551 shares 4,551 $820K 0.16% 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: 1,865 shares; 2024Q4: 1,787 shares; 2025Q1: 1,390 shares; 2025Q2: 810 shares; 2025Q3: 808 shares; 2025Q4: 1,352 shares; 2026Q1: 1,589 shares 1,589 $794K 0.16% +237 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,246 shares; 2025Q1: 1,183 shares; 2025Q2: 1,163 shares; 2025Q3: 1,119 shares; 2025Q4: 1,099 shares; 2026Q1: 1,110 shares 1,110 $774K 0.15% +11 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: 15,866 shares; 2024Q4: 15,797 shares; 2025Q1: 15,407 shares; 2025Q2: 15,504 shares; 2025Q3: 15,284 shares; 2025Q4: 15,551 shares; 2026Q1: 15,654 shares 15,654 $773K 0.15% +103 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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,291 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740 $742K 0.15% 0 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: 6,413 shares; 2024Q4: 6,922 shares; 2025Q1: 6,794 shares; 2025Q2: 6,811 shares; 2025Q3: 6,845 shares; 2025Q4: 8,587 shares; 2026Q1: 8,358 shares 8,358 $741K 0.15% -229 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: 22,686 shares; 2024Q4: 22,551 shares; 2025Q1: 20,376 shares; 2025Q2: 15,793 shares; 2025Q3: 15,461 shares; 2025Q4: 14,873 shares; 2026Q1: 10,278 shares 10,278 $727K 0.15% -4,595 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: 4,316 shares; 2024Q4: 4,309 shares; 2025Q1: 4,311 shares; 2025Q2: 3,732 shares; 2025Q3: 3,118 shares; 2025Q4: 3,354 shares; 2026Q1: 3,698 shares 3,698 $710K 0.14% +344 Timeline SPYM 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: 9,009 shares; 2024Q4: 9,009 shares; 2025Q1: 9,009 shares; 2025Q2: 9,009 shares; 2025Q3: 9,009 shares; 2025Q4: 8,989 shares; 2026Q1: 9,247 shares 9,247 $708K 0.14% +258 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: 12,427 shares; 2024Q4: 11,443 shares; 2025Q1: 8,491 shares; 2025Q2: 3,860 shares; 2025Q3: 3,975 shares; 2025Q4: 3,875 shares; 2026Q1: 7,263 shares 7,263 $683K 0.14% +3,388 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: 1,029 shares; 2024Q4: 4,442 shares; 2025Q1: 4,098 shares; 2025Q2: 4,098 shares; 2025Q3: 4,166 shares; 2025Q4: 4,098 shares; 2026Q1: 4,177 shares 4,177 $670K 0.13% +79 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: 7,364 shares; 2024Q4: 22,092 shares; 2025Q1: 21,915 shares; 2025Q2: 21,575 shares; 2025Q3: 21,575 shares; 2025Q4: 21,571 shares; 2026Q1: 21,571 shares 21,571 $662K 0.13% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,972 shares; 2025Q1: 3,750 shares; 2025Q2: 3,650 shares; 2025Q3: 3,655 shares; 2025Q4: 3,630 shares; 2026Q1: 2,980 shares 2,980 $659K 0.13% -650 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: 2,106 shares; 2026Q1: 3,212 shares 3,212 $657K 0.13% +1,106 Timeline IEUR 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: 12,835 shares; 2024Q4: 12,703 shares; 2025Q1: 12,250 shares; 2025Q2: 12,380 shares; 2025Q3: 12,091 shares; 2025Q4: 11,748 shares; 2026Q1: 9,324 shares 9,324 $655K 0.13% -2,424 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: 9,264 shares; 2024Q4: 9,309 shares; 2025Q1: 7,305 shares; 2025Q2: 7,351 shares; 2025Q3: 7,137 shares; 2025Q4: 7,649 shares; 2026Q1: 7,128 shares 7,128 $645K 0.13% -521 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: 3,000 shares; 2024Q4: 11,876 shares; 2025Q1: 11,126 shares; 2025Q2: 11,126 shares; 2025Q3: 11,126 shares; 2025Q4: 11,126 shares; 2026Q1: 22,890 shares 22,890 $623K 0.12% +11,764 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 7,918 shares; 2025Q1: 7,918 shares; 2025Q2: 8,079 shares; 2025Q3: 8,079 shares; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares 8,079 $591K 0.12% 0 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: 8,088 shares; 2024Q4: 9,075 shares; 2025Q1: 8,069 shares; 2025Q2: 8,069 shares; 2025Q3: 8,049 shares; 2025Q4: 8,162 shares; 2026Q1: 8,893 shares 8,893 $585K 0.12% +731 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: 14,322 shares; 2024Q4: 12,648 shares; 2025Q1: 11,672 shares; 2025Q2: 7,964 shares; 2025Q3: 7,648 shares; 2025Q4: 7,042 shares; 2026Q1: 7,664 shares 7,664 $583K 0.12% +622 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS 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: 823 shares; 2026Q1: 1,171 shares 1,171 $562K 0.11% +348 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: 13,948 shares; 2024Q4: 13,275 shares; 2025Q1: 12,418 shares; 2025Q2: 10,124 shares; 2025Q3: 9,775 shares; 2025Q4: 8,663 shares; 2026Q1: 3,844 shares 3,844 $555K 0.11% -4,819 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS 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: 11,108 shares; 2026Q1: 15,477 shares 15,477 $547K 0.11% +4,369 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,623 shares; 2024Q4: 10,845 shares; 2025Q1: 10,793 shares; 2025Q2: 10,801 shares; 2025Q3: 10,186 shares; 2025Q4: 9,196 shares; 2026Q1: 6,881 shares 6,881 $545K 0.11% -2,315 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: 2,840 shares; 2024Q4: 13,652 shares; 2025Q1: 13,652 shares; 2025Q2: 13,652 shares; 2025Q3: 13,768 shares; 2025Q4: 15,213 shares; 2026Q1: 20,549 shares 20,549 $534K 0.11% +5,336 Timeline SPYD 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: 12,333 shares; 2024Q4: 12,336 shares; 2025Q1: 12,338 shares; 2025Q2: 12,341 shares; 2025Q3: 12,343 shares; 2025Q4: 11,361 shares; 2026Q1: 11,361 shares 11,361 $517K 0.1% 0 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: 6,617 shares; 2024Q4: 8,094 shares; 2025Q1: 5,820 shares; 2025Q2: 4,067 shares; 2025Q3: 3,875 shares; 2025Q4: 3,473 shares; 2026Q1: 3,689 shares 3,689 $502K 0.1% +216 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: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 2,555 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,785 shares; 2026Q1: 1,908 shares 1,908 $497K 0.1% +123 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: not reported; 2024Q4: not reported; 2025Q1: 3,881 shares; 2025Q2: 3,881 shares; 2025Q3: 3,881 shares; 2025Q4: 3,416 shares; 2026Q1: 3,416 shares 3,416 $487K 0.1% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 18,797 shares; 2025Q1: 20,220 shares; 2025Q2: 20,097 shares; 2025Q3: 18,177 shares; 2025Q4: 11,171 shares; 2026Q1: 9,895 shares 9,895 $475K 0.09% -1,276 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: 6,533 shares; 2024Q4: 6,388 shares; 2025Q1: 6,212 shares; 2025Q2: 6,157 shares; 2025Q3: 5,926 shares; 2025Q4: 5,236 shares; 2026Q1: 2,335 shares 2,335 $463K 0.09% -2,901 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: 5,946 shares; 2024Q4: 5,628 shares; 2025Q1: 4,813 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,373 shares; 2026Q1: 3,798 shares 3,798 $460K 0.09% -575 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: 2,202 shares; 2024Q4: 2,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,180 shares; 2025Q3: 1,235 shares; 2025Q4: 1,171 shares; 2026Q1: 1,237 shares 1,237 $460K 0.09% +66 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: 4,255 shares; 2024Q4: 4,121 shares; 2025Q1: 4,630 shares; 2025Q2: 4,482 shares; 2025Q3: 4,410 shares; 2025Q4: 3,826 shares; 2026Q1: 3,123 shares 3,123 $424K 0.08% -703 Timeline CBLL CERIBELL INC More: the full row for CERIBELL 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: 23,116 shares 23,116 $424K 0.08% new 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: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 1,330 shares 1,330 $423K 0.08% +452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,460 shares 3,460 $416K 0.08% new Timeline EEMV 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: 25,277 shares; 2024Q4: 23,986 shares; 2025Q1: 8,719 shares; 2025Q2: 8,780 shares; 2025Q3: 7,029 shares; 2025Q4: 7,082 shares; 2026Q1: 6,312 shares 6,312 $409K 0.08% -770 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: 10,158 shares; 2024Q4: 11,465 shares; 2025Q1: 10,057 shares; 2025Q2: 7,608 shares; 2025Q3: 7,337 shares; 2025Q4: 7,049 shares; 2026Q1: 5,850 shares 5,850 $405K 0.08% -1,199 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares 4,631 $394K 0.08% 0 Timeline WINA WINMARK CORP More: the full row for WINMARK 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: 570 shares; 2026Q1: 911 shares 911 $389K 0.08% +341 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,048 shares; 2026Q1: 2,763 shares 2,763 $379K 0.08% +715 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: 5,326 shares; 2024Q4: 3,044 shares; 2025Q1: 631 shares; 2025Q2: 657 shares; 2025Q3: 9,348 shares; 2025Q4: 9,576 shares; 2026Q1: 1,396 shares 1,396 $378K 0.08% -8,180 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: 3,679 shares; 2024Q4: 17,835 shares; 2025Q1: 3,020 shares; 2025Q2: 2,240 shares; 2025Q3: 2,065 shares; 2025Q4: 1,835 shares; 2026Q1: 1,740 shares 1,740 $377K 0.08% -95 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: 7,024 shares; 2024Q4: 6,261 shares; 2025Q1: 5,129 shares; 2025Q2: 3,689 shares; 2025Q3: 3,549 shares; 2025Q4: 2,974 shares; 2026Q1: 2,974 shares 2,974 $377K 0.08% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,919 shares; 2025Q1: 5,919 shares; 2025Q2: 5,863 shares; 2025Q3: 5,873 shares; 2025Q4: 4,469 shares; 2026Q1: 3,340 shares 3,340 $369K 0.07% -1,129 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: 10,081 shares; 2024Q4: 9,446 shares; 2025Q1: 6,600 shares; 2025Q2: 3,926 shares; 2025Q3: 3,821 shares; 2025Q4: 6,484 shares; 2026Q1: 6,902 shares 6,902 $365K 0.07% +418 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: 2,730 shares; 2024Q4: 3,424 shares; 2025Q1: 2,934 shares; 2025Q2: 1,984 shares; 2025Q3: 1,829 shares; 2025Q4: 1,729 shares; 2026Q1: 1,783 shares 1,783 $360K 0.07% +54 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: 1,701 shares; 2024Q4: 18,063 shares; 2025Q1: 17,212 shares; 2025Q2: 17,212 shares; 2025Q3: 17,212 shares; 2025Q4: 17,212 shares; 2026Q1: 17,761 shares 17,761 $355K 0.07% +549 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: 5,743 shares; 2024Q4: 5,743 shares; 2025Q1: 6,567 shares; 2025Q2: 6,273 shares; 2025Q3: 6,273 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares 6,273 $355K 0.07% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares; 2026Q1: 822 shares 822 $349K 0.07% +277 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,234 shares; 2024Q4: 1,186 shares; 2025Q1: 1,110 shares; 2025Q2: 1,100 shares; 2025Q3: 1,102 shares; 2025Q4: 1,158 shares; 2026Q1: 1,100 shares 1,100 $346K 0.07% -58 Timeline NNI NELNET INC More: the full row for NELNET 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: 1,761 shares; 2026Q1: 2,642 shares 2,642 $341K 0.07% +881 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: 11,881 shares; 2024Q4: 12,491 shares; 2025Q1: 14,053 shares; 2025Q2: 13,843 shares; 2025Q3: 13,403 shares; 2025Q4: 17,989 shares; 2026Q1: 2,285 shares 2,285 $336K 0.07% -15,704 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 702 shares 702 $333K 0.07% new 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: 3,036 shares; 2024Q4: 3,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,471 shares 2,471 $326K 0.07% new Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,925 shares; 2025Q1: 16,117 shares; 2025Q2: 16,291 shares; 2025Q3: 16,539 shares; 2025Q4: 16,818 shares; 2026Q1: 12,645 shares 12,645 $326K 0.07% -4,173 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,323 shares; 2025Q1: 2,346 shares; 2025Q2: 1,383 shares; 2025Q3: 1,296 shares; 2025Q4: 1,255 shares; 2026Q1: 1,220 shares 1,220 $325K 0.06% -35 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: 1,374 shares; 2024Q4: 1,444 shares; 2025Q1: 1,446 shares; 2025Q2: 21,465 shares; 2025Q3: 21,331 shares; 2025Q4: 21,885 shares; 2026Q1: 3,485 shares 3,485 $322K 0.06% -18,400 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,510 shares; 2024Q4: 25,449 shares; 2025Q1: 12,984 shares; 2025Q2: 12,872 shares; 2025Q3: 12,647 shares; 2025Q4: 10,610 shares; 2026Q1: 7,429 shares 7,429 $317K 0.06% -3,181 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 704 shares; 2026Q1: 932 shares 932 $315K 0.06% +228 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 828 shares; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 759 shares; 2025Q4: 749 shares; 2026Q1: 1,006 shares 1,006 $314K 0.06% +257 Timeline PPA 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: 1,455 shares; 2026Q1: 1,799 shares 1,799 $298K 0.06% +344 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: 1,320 shares; 2024Q4: 1,370 shares; 2025Q1: 1,371 shares; 2025Q2: 1,350 shares; 2025Q3: 1,349 shares; 2025Q4: 1,350 shares; 2026Q1: 1,377 shares 1,377 $296K 0.06% +27 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,677 shares; 2024Q4: 10,312 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,044 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares 3,044 $291K 0.06% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,857 shares; 2025Q1: 1,860 shares; 2025Q2: 1,888 shares; 2025Q3: 1,892 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $290K 0.06% 0 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: not reported; 2024Q4: 21,444 shares; 2025Q1: 20,291 shares; 2025Q2: 20,595 shares; 2025Q3: 20,305 shares; 2025Q4: 20,312 shares; 2026Q1: 23,745 shares 23,745 $287K 0.06% +3,433 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: 1,167 shares; 2024Q4: 1,141 shares; 2025Q1: 1,089 shares; 2025Q2: 1,075 shares; 2025Q3: 1,043 shares; 2025Q4: 1,013 shares; 2026Q1: 1,048 shares 1,048 $285K 0.06% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,379 shares; 2026Q1: 6,278 shares 6,278 $284K 0.06% +899 Timeline RDIV 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: 5,341 shares; 2024Q4: 5,341 shares; 2025Q1: 5,341 shares; 2025Q2: 5,341 shares; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares 5,091 $283K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 4,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: not reported; 2026Q1: 4,165 shares 4,165 $283K 0.06% new 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: 11,538 shares; 2024Q4: 11,583 shares; 2025Q1: 11,632 shares; 2025Q2: 11,681 shares; 2025Q3: 11,731 shares; 2025Q4: 9,476 shares; 2026Q1: 6,464 shares 6,464 $282K 0.06% -3,012 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: 8,530 shares; 2024Q4: 7,718 shares; 2025Q1: 5,659 shares; 2025Q2: 5,662 shares; 2025Q3: 5,569 shares; 2025Q4: 5,500 shares; 2026Q1: 4,131 shares 4,131 $281K 0.06% -1,369 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,755 shares; 2025Q1: 61,212 shares; 2025Q2: 46,900 shares; 2025Q3: 46,440 shares; 2025Q4: 45,605 shares; 2026Q1: 6,195 shares 6,195 $280K 0.06% -39,410 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,683 shares 8,683 $279K 0.06% new 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: 1,471 shares; 2024Q4: 1,455 shares; 2025Q1: 1,303 shares; 2025Q2: 1,337 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,456 shares 1,456 $276K 0.06% +153 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: 8,896 shares; 2024Q4: 8,320 shares; 2025Q1: 8,050 shares; 2025Q2: 7,627 shares; 2025Q3: 12,951 shares; 2025Q4: 12,809 shares; 2026Q1: 1,466 shares 1,466 $274K 0.05% -11,343 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 81 shares 81 $274K 0.05% +19 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: 8,681 shares; 2024Q4: 8,139 shares; 2025Q1: 8,139 shares; 2025Q2: 8,144 shares; 2025Q3: 8,164 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares 5,374 $268K 0.05% 0 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: 3,414 shares; 2024Q4: 3,421 shares; 2025Q1: 3,395 shares; 2025Q2: 3,401 shares; 2025Q3: 3,406 shares; 2025Q4: 3,413 shares; 2026Q1: 3,415 shares 3,415 $264K 0.05% +2 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: 3,228 shares; 2024Q4: 3,233 shares; 2025Q1: 3,225 shares; 2025Q2: 3,229 shares; 2025Q3: 3,233 shares; 2025Q4: 3,238 shares; 2026Q1: 3,239 shares 3,239 $258K 0.05% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares 883 $258K 0.05% new 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,832 shares; 2026Q1: 1,762 shares 1,762 $246K 0.05% -70 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,519 shares; 2025Q1: 1,450 shares; 2025Q2: 1,478 shares; 2025Q3: 1,432 shares; 2025Q4: 1,404 shares; 2026Q1: 1,335 shares 1,335 $240K 0.05% -69 Timeline SHY 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: 3,091 shares; 2024Q4: 2,854 shares; 2025Q1: 2,857 shares; 2025Q2: 2,861 shares; 2025Q3: 2,831 shares; 2025Q4: 2,837 shares; 2026Q1: 2,838 shares 2,838 $234K 0.05% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,203 shares; 2025Q4: 1,205 shares; 2026Q1: 1,284 shares 1,284 $234K 0.05% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,335 shares 2,335 $227K 0.05% new 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: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,300 shares 1,300 $225K 0.04% -100 Timeline DXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $225K 0.04% 0 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: 7,671 shares; 2024Q4: 9,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,396 shares; 2026Q1: 5,958 shares 5,958 $225K 0.04% +562 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: not reported; 2024Q4: 10,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,502 shares 15,502 $223K 0.04% new 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: 24,280 shares; 2024Q4: 24,993 shares; 2025Q1: 24,448 shares; 2025Q2: 20,475 shares; 2025Q3: 20,503 shares; 2025Q4: 20,870 shares; 2026Q1: 1,695 shares 1,695 $222K 0.04% -19,175 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,411 shares; 2025Q1: 10,761 shares; 2025Q2: 10,761 shares; 2025Q3: 10,761 shares; 2025Q4: 10,761 shares; 2026Q1: 18,517 shares 18,517 $213K 0.04% +7,756 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: not reported; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $211K 0.04% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,788 shares; 2025Q1: 1,467 shares; 2025Q2: 1,468 shares; 2025Q3: 1,470 shares; 2025Q4: 1,461 shares; 2026Q1: 1,026 shares 1,026 $203K 0.04% -435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,470 shares 10,470 $191K 0.04% new 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: 8,348 shares; 2024Q4: 17,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,779 shares 12,779 $187K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,967 shares 10,967 $167K 0.03% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,699 shares; 2025Q1: 15,299 shares; 2025Q2: 15,299 shares; 2025Q3: 15,299 shares; 2025Q4: 15,299 shares; 2026Q1: 22,195 shares 22,195 $148K 0.03% +6,896 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: not reported; 2024Q4: 10,224 shares; 2025Q1: 10,224 shares; 2025Q2: 10,224 shares; 2025Q3: 10,224 shares; 2025Q4: 10,217 shares; 2026Q1: 10,217 shares 10,217 $101K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 10,234 shares 10,234 $83.6K 0.02% new Timeline