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: 2,198,818 shares; 2024Q4: 2,226,055 shares; 2025Q1: 2,264,782 shares; 2025Q2: 2,325,179 shares; 2025Q3: 2,403,735 shares; 2025Q4: 2,404,910 shares; 2026Q1: 2,403,123 shares 2,403,123 $471M 9.87% -1,787 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: 1,009,915 shares; 2024Q4: 1,001,026 shares; 2025Q1: 996,704 shares; 2025Q2: 1,033,308 shares; 2025Q3: 1,022,916 shares; 2025Q4: 981,225 shares; 2026Q1: 986,756 shares 986,756 $431M 9.02% +5,531 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: 1,013,079 shares; 2024Q4: 1,046,712 shares; 2025Q1: 1,056,546 shares; 2025Q2: 1,081,327 shares; 2025Q3: 1,116,598 shares; 2025Q4: 1,123,663 shares; 2026Q1: 1,125,152 shares 1,125,152 $295M 6.17% +1,489 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455,229 shares; 2026Q1: 3,407,612 shares 3,407,612 $289M 6.05% +1,952,383 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: 806,454 shares; 2024Q4: 834,925 shares; 2025Q1: 896,100 shares; 2025Q2: 1,005,665 shares; 2025Q3: 955,982 shares; 2025Q4: 937,240 shares; 2026Q1: 895,665 shares 895,665 $227M 4.76% -41,575 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: 377,369 shares; 2024Q4: 376,490 shares; 2025Q1: 385,923 shares; 2025Q2: 417,770 shares; 2025Q3: 409,227 shares; 2025Q4: 421,224 shares; 2026Q1: 412,565 shares 412,565 $153M 3.2% -8,659 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: 638,528 shares; 2024Q4: 693,225 shares; 2025Q1: 1,103,175 shares; 2025Q2: 1,048,760 shares; 2025Q3: 926,821 shares; 2025Q4: 903,244 shares; 2026Q1: 838,187 shares 838,187 $146M 3.06% -65,057 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: 3,612,134 shares; 2024Q4: 3,894,399 shares; 2025Q1: 4,196,705 shares; 2025Q2: 4,444,040 shares; 2025Q3: 4,546,410 shares; 2025Q4: 3,277,563 shares; 2026Q1: 1,539,531 shares 1,539,531 $139M 2.92% -1,738,032 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: 336,167 shares; 2024Q4: 331,581 shares; 2025Q1: 332,335 shares; 2025Q2: 327,929 shares; 2025Q3: 347,406 shares; 2025Q4: 328,132 shares; 2026Q1: 338,497 shares 338,497 $109M 2.27% +10,365 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280,621 shares; 2024Q4: 1,303,445 shares; 2025Q1: 1,295,041 shares; 2025Q2: 1,319,839 shares; 2025Q3: 1,306,423 shares; 2025Q4: 1,270,516 shares; 2026Q1: 1,220,992 shares 1,220,992 $78.2M 1.64% -49,524 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: 423,355 shares; 2024Q4: 417,635 shares; 2025Q1: 533,338 shares; 2025Q2: 604,727 shares; 2025Q3: 581,429 shares; 2025Q4: 606,886 shares; 2026Q1: 598,235 shares 598,235 $74.4M 1.56% -8,651 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: 271,118 shares; 2024Q4: 258,959 shares; 2025Q1: 366,204 shares; 2025Q2: 364,593 shares; 2025Q3: 353,916 shares; 2025Q4: 344,641 shares; 2026Q1: 328,253 shares 328,253 $68.4M 1.43% -16,388 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: 107,224 shares; 2024Q4: 104,118 shares; 2025Q1: 133,502 shares; 2025Q2: 130,761 shares; 2025Q3: 130,501 shares; 2025Q4: 126,922 shares; 2026Q1: 139,263 shares 139,263 $59.4M 1.24% +12,341 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: 155,639 shares; 2024Q4: 168,792 shares; 2025Q1: 208,636 shares; 2025Q2: 213,016 shares; 2025Q3: 210,368 shares; 2025Q4: 219,833 shares; 2026Q1: 200,501 shares 200,501 $57.5M 1.2% -19,332 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: 367,110 shares; 2024Q4: 360,740 shares; 2025Q1: 366,227 shares; 2025Q2: 361,135 shares; 2025Q3: 349,411 shares; 2025Q4: 339,109 shares; 2026Q1: 395,545 shares 395,545 $56.3M 1.18% +56,436 Timeline SUSA 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: 461,236 shares; 2024Q4: 461,404 shares; 2025Q1: 483,625 shares; 2025Q2: 432,818 shares; 2025Q3: 418,324 shares; 2025Q4: 411,005 shares; 2026Q1: 412,271 shares 412,271 $54.5M 1.14% +1,266 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: 180,752 shares; 2024Q4: 185,834 shares; 2025Q1: 207,211 shares; 2025Q2: 235,130 shares; 2025Q3: 228,418 shares; 2025Q4: 221,880 shares; 2026Q1: 224,645 shares 224,645 $48M 1% +2,765 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,643 shares; 2024Q4: 306,904 shares; 2025Q1: 410,589 shares; 2025Q2: 532,093 shares; 2025Q3: 539,720 shares; 2025Q4: 529,756 shares; 2026Q1: 564,241 shares 564,241 $45.5M 0.95% +34,485 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: 126,132 shares; 2024Q4: 119,707 shares; 2025Q1: 130,697 shares; 2025Q2: 125,695 shares; 2025Q3: 124,212 shares; 2025Q4: 121,741 shares; 2026Q1: 121,892 shares 121,892 $45.3M 0.95% +151 Timeline USFR 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: 1,125,525 shares; 2024Q4: 1,366,730 shares; 2025Q1: 1,277,010 shares; 2025Q2: 1,180,302 shares; 2025Q3: 1,019,775 shares; 2025Q4: 696,849 shares; 2026Q1: 868,238 shares 868,238 $43.7M 0.91% +171,389 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: 370,358 shares; 2024Q4: 381,466 shares; 2025Q1: 426,940 shares; 2025Q2: 415,759 shares; 2025Q3: 421,528 shares; 2025Q4: 431,782 shares; 2026Q1: 439,002 shares 439,002 $42M 0.88% +7,220 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,499 shares; 2024Q4: 781,430 shares; 2025Q1: 794,298 shares; 2025Q2: 801,414 shares; 2025Q3: 796,192 shares; 2025Q4: 818,426 shares; 2026Q1: 830,709 shares 830,709 $37.4M 0.78% +12,283 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: 46,605 shares; 2024Q4: 52,040 shares; 2025Q1: 51,524 shares; 2025Q2: 53,994 shares; 2025Q3: 53,066 shares; 2025Q4: 52,547 shares; 2026Q1: 56,299 shares 56,299 $36.6M 0.77% +3,752 Timeline DFAI 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: 970,510 shares; 2024Q4: 929,983 shares; 2025Q1: 900,148 shares; 2025Q2: 930,798 shares; 2025Q3: 908,604 shares; 2025Q4: 878,847 shares; 2026Q1: 916,983 shares 916,983 $35.7M 0.75% +38,136 Timeline DFUV 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: 49,922 shares; 2024Q4: 566,094 shares; 2025Q1: 587,461 shares; 2025Q2: 592,462 shares; 2025Q3: 598,833 shares; 2025Q4: 719,062 shares; 2026Q1: 713,110 shares 713,110 $34.6M 0.72% -5,952 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: 90,012 shares; 2024Q4: 107,669 shares; 2025Q1: 117,193 shares; 2025Q2: 119,261 shares; 2025Q3: 122,185 shares; 2025Q4: 116,093 shares; 2026Q1: 110,503 shares 110,503 $34.2M 0.72% -5,590 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: 100,684 shares; 2024Q4: 80,749 shares; 2025Q1: 80,458 shares; 2025Q2: 79,702 shares; 2025Q3: 78,432 shares; 2025Q4: 84,510 shares; 2026Q1: 464,245 shares 464,245 $32.9M 0.69% +379,735 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,656 shares; 2024Q4: 172,697 shares; 2025Q1: 187,489 shares; 2025Q2: 229,766 shares; 2025Q3: 230,151 shares; 2025Q4: 225,333 shares; 2026Q1: 222,363 shares 222,363 $31.4M 0.66% -2,970 Timeline USRT 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: 502,364 shares; 2024Q4: 505,944 shares; 2025Q1: 516,897 shares; 2025Q2: 512,429 shares; 2025Q3: 524,692 shares; 2025Q4: 527,722 shares; 2026Q1: 526,069 shares 526,069 $31.1M 0.65% -1,653 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: 105,741 shares; 2024Q4: 111,891 shares; 2025Q1: 113,021 shares; 2025Q2: 114,137 shares; 2025Q3: 114,479 shares; 2025Q4: 117,818 shares; 2026Q1: 107,541 shares 107,541 $30.9M 0.65% -10,277 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,534 shares; 2025Q3: 145,749 shares; 2025Q4: 122,745 shares; 2026Q1: 600,462 shares 600,462 $30M 0.63% +477,717 Timeline 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: 104,973 shares; 2024Q4: 479,164 shares; 2025Q1: 528,798 shares; 2025Q2: 504,616 shares; 2025Q3: 540,067 shares; 2025Q4: 689,181 shares; 2026Q1: 718,096 shares 718,096 $27.9M 0.58% +28,915 Timeline ESGE 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: 622,460 shares; 2024Q4: 588,641 shares; 2025Q1: 626,289 shares; 2025Q2: 621,600 shares; 2025Q3: 618,584 shares; 2025Q4: 599,664 shares; 2026Q1: 585,790 shares 585,790 $26.6M 0.56% -13,874 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182,428 shares; 2024Q4: 1,053,641 shares; 2025Q1: 937,580 shares; 2025Q2: 911,962 shares; 2025Q3: 856,173 shares; 2025Q4: 773,451 shares; 2026Q1: 714,267 shares 714,267 $24.2M 0.51% -59,184 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: 17,110 shares; 2024Q4: 22,818 shares; 2025Q1: 29,937 shares; 2025Q2: 39,241 shares; 2025Q3: 38,615 shares; 2025Q4: 36,737 shares; 2026Q1: 35,992 shares 35,992 $23.5M 0.49% -745 Timeline IWB 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: 15,360 shares; 2024Q4: 65,972 shares; 2025Q1: 65,329 shares; 2025Q2: 65,316 shares; 2025Q3: 65,047 shares; 2025Q4: 63,640 shares; 2026Q1: 62,346 shares 62,346 $22.2M 0.47% -1,294 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: 32,162 shares; 2024Q4: 34,152 shares; 2025Q1: 43,184 shares; 2025Q2: 41,832 shares; 2025Q3: 40,887 shares; 2025Q4: 41,711 shares; 2026Q1: 38,680 shares 38,680 $22.1M 0.46% -3,031 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,168 shares; 2024Q4: 504,511 shares; 2025Q1: 474,674 shares; 2025Q2: 488,074 shares; 2025Q3: 478,451 shares; 2025Q4: 441,737 shares; 2026Q1: 470,003 shares 470,003 $21.2M 0.44% +28,266 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: 207,244 shares; 2024Q4: 248,720 shares; 2025Q1: 233,759 shares; 2025Q2: 265,654 shares; 2025Q3: 260,808 shares; 2025Q4: 297,096 shares; 2026Q1: 292,340 shares 292,340 $20.8M 0.44% -4,756 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: 32,013 shares; 2024Q4: 34,649 shares; 2025Q1: 32,857 shares; 2025Q2: 33,976 shares; 2025Q3: 36,202 shares; 2025Q4: 34,976 shares; 2026Q1: 35,595 shares 35,595 $20.5M 0.43% +619 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 207,417 shares; 2025Q2: 229,848 shares; 2025Q3: 240,035 shares; 2025Q4: 459,715 shares; 2026Q1: 464,768 shares 464,768 $19.8M 0.41% +5,053 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,036 shares; 2024Q4: 376,097 shares; 2025Q1: 378,263 shares; 2025Q2: 365,839 shares; 2025Q3: 357,208 shares; 2025Q4: 356,500 shares; 2026Q1: 351,444 shares 351,444 $19M 0.4% -5,056 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: 80,059 shares; 2024Q4: 80,213 shares; 2025Q1: 88,270 shares; 2025Q2: 89,451 shares; 2025Q3: 70,221 shares; 2025Q4: 67,360 shares; 2026Q1: 63,249 shares 63,249 $18.6M 0.39% -4,111 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: 16,755 shares; 2024Q4: 16,963 shares; 2025Q1: 18,746 shares; 2025Q2: 18,836 shares; 2025Q3: 19,567 shares; 2025Q4: 195,845 shares; 2026Q1: 192,099 shares 192,099 $18.5M 0.39% -3,746 Timeline SCZ 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: 199,350 shares; 2024Q4: 201,609 shares; 2025Q1: 198,803 shares; 2025Q2: 205,491 shares; 2025Q3: 211,890 shares; 2025Q4: 223,998 shares; 2026Q1: 228,135 shares 228,135 $17.9M 0.37% +4,137 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316,599 shares; 2025Q2: 326,428 shares; 2025Q3: 320,673 shares; 2025Q4: 257,273 shares; 2026Q1: 251,467 shares 251,467 $17M 0.36% -5,806 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: 196,024 shares; 2024Q4: 385,000 shares; 2025Q1: 381,117 shares; 2025Q2: 852,336 shares; 2025Q3: 828,325 shares; 2025Q4: 759,394 shares; 2026Q1: 675,175 shares 675,175 $16.7M 0.35% -84,219 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: 70,657 shares; 2024Q4: 54,452 shares; 2025Q1: 54,109 shares; 2025Q2: 54,404 shares; 2025Q3: 52,192 shares; 2025Q4: 51,916 shares; 2026Q1: 47,761 shares 47,761 $16.3M 0.34% -4,155 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413,133 shares; 2025Q2: 412,884 shares; 2025Q3: 407,663 shares; 2025Q4: 412,811 shares; 2026Q1: 404,367 shares 404,367 $16.3M 0.34% -8,444 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: 87,348 shares; 2024Q4: 86,278 shares; 2025Q1: 94,748 shares; 2025Q2: 95,398 shares; 2025Q3: 96,060 shares; 2025Q4: 96,532 shares; 2026Q1: 88,774 shares 88,774 $15.1M 0.32% -7,758 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: 33,468 shares; 2024Q4: 33,271 shares; 2025Q1: 31,819 shares; 2025Q2: 31,731 shares; 2025Q3: 31,682 shares; 2025Q4: 32,088 shares; 2026Q1: 32,233 shares 32,233 $14.9M 0.31% +145 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: 61,067 shares; 2024Q4: 59,236 shares; 2025Q1: 58,042 shares; 2025Q2: 79,512 shares; 2025Q3: 68,000 shares; 2025Q4: 64,200 shares; 2026Q1: 67,890 shares 67,890 $14.6M 0.31% +3,690 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: 11,667 shares; 2024Q4: 14,494 shares; 2025Q1: 14,546 shares; 2025Q2: 15,481 shares; 2025Q3: 14,059 shares; 2025Q4: 15,109 shares; 2026Q1: 14,907 shares 14,907 $13.7M 0.29% -202 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: 50,876 shares; 2024Q4: 50,527 shares; 2025Q1: 51,209 shares; 2025Q2: 51,946 shares; 2025Q3: 49,188 shares; 2025Q4: 47,384 shares; 2026Q1: 44,467 shares 44,467 $13.4M 0.28% -2,917 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: 80,045 shares; 2024Q4: 74,533 shares; 2025Q1: 68,447 shares; 2025Q2: 68,131 shares; 2025Q3: 66,671 shares; 2025Q4: 64,968 shares; 2026Q1: 54,271 shares 54,271 $13.3M 0.28% -10,697 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: 14,224 shares; 2024Q4: 13,498 shares; 2025Q1: 14,074 shares; 2025Q2: 15,223 shares; 2025Q3: 15,296 shares; 2025Q4: 13,234 shares; 2026Q1: 13,174 shares 13,174 $13.1M 0.27% -60 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: 34,856 shares; 2024Q4: 35,601 shares; 2025Q1: 38,993 shares; 2025Q2: 39,104 shares; 2025Q3: 38,742 shares; 2025Q4: 40,658 shares; 2026Q1: 38,669 shares 38,669 $12.7M 0.27% -1,989 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: 22,877 shares; 2024Q4: 110,432 shares; 2025Q1: 108,366 shares; 2025Q2: 132,818 shares; 2025Q3: 134,523 shares; 2025Q4: 192,093 shares; 2026Q1: 199,697 shares 199,697 $12.5M 0.26% +7,604 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: 43,574 shares; 2024Q4: 50,391 shares; 2025Q1: 92,927 shares; 2025Q2: 122,365 shares; 2025Q3: 124,266 shares; 2025Q4: 174,801 shares; 2026Q1: 179,204 shares 179,204 $12.1M 0.25% +4,403 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: 34,581 shares; 2024Q4: 39,474 shares; 2025Q1: 56,946 shares; 2025Q2: 55,747 shares; 2025Q3: 59,289 shares; 2025Q4: 58,188 shares; 2026Q1: 56,984 shares 56,984 $11.8M 0.25% -1,204 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: 60,082 shares; 2024Q4: 68,197 shares; 2025Q1: 54,290 shares; 2025Q2: 48,628 shares; 2025Q3: 74,456 shares; 2025Q4: 66,777 shares; 2026Q1: 78,208 shares 78,208 $11.5M 0.24% +11,431 Timeline VONG 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: 4,413 shares; 2024Q4: 4,414 shares; 2025Q1: 7,428 shares; 2025Q2: 113,571 shares; 2025Q3: 107,229 shares; 2025Q4: 106,237 shares; 2026Q1: 103,650 shares 103,650 $11.4M 0.24% -2,587 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: 15,822 shares; 2024Q4: 16,306 shares; 2025Q1: 16,737 shares; 2025Q2: 17,227 shares; 2025Q3: 16,829 shares; 2025Q4: 17,164 shares; 2026Q1: 18,682 shares 18,682 $11.2M 0.23% +1,518 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: 5,824 shares; 2024Q4: 132,502 shares; 2025Q1: 136,590 shares; 2025Q2: 141,437 shares; 2025Q3: 186,021 shares; 2025Q4: 207,529 shares; 2026Q1: 205,186 shares 205,186 $10.8M 0.23% -2,343 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,060 shares 137,060 $10.6M 0.22% new Timeline VSGX 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: 125,204 shares; 2024Q4: 122,701 shares; 2025Q1: 120,384 shares; 2025Q2: 150,935 shares; 2025Q3: 151,072 shares; 2025Q4: 149,770 shares; 2026Q1: 146,743 shares 146,743 $10.5M 0.22% -3,027 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,457 shares; 2024Q4: 188,720 shares; 2025Q1: 205,816 shares; 2025Q2: 210,701 shares; 2025Q3: 212,108 shares; 2025Q4: 221,362 shares; 2026Q1: 216,777 shares 216,777 $9.86M 0.21% -4,585 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,392 shares; 2024Q4: 89,391 shares; 2025Q1: 97,112 shares; 2025Q2: 99,789 shares; 2025Q3: 98,296 shares; 2025Q4: 103,058 shares; 2026Q1: 107,586 shares 107,586 $9.78M 0.2% +4,528 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,748 shares 115,748 $9.08M 0.19% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,311 shares; 2024Q4: 205,258 shares; 2025Q1: 203,239 shares; 2025Q2: 544,471 shares; 2025Q3: 497,889 shares; 2025Q4: 426,374 shares; 2026Q1: 347,632 shares 347,632 $8.91M 0.19% -78,742 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,044 shares; 2024Q4: 176,610 shares; 2025Q1: 210,425 shares; 2025Q2: 210,242 shares; 2025Q3: 218,633 shares; 2025Q4: 233,833 shares; 2026Q1: 237,545 shares 237,545 $8.58M 0.18% +3,712 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,396 shares; 2025Q2: 49,838 shares; 2025Q3: 63,947 shares; 2025Q4: 81,097 shares; 2026Q1: 104,373 shares 104,373 $8.08M 0.17% +23,276 Timeline ESML 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: 95,601 shares; 2024Q4: 92,086 shares; 2025Q1: 105,985 shares; 2025Q2: 156,739 shares; 2025Q3: 173,750 shares; 2025Q4: 169,146 shares; 2026Q1: 166,502 shares 166,502 $7.83M 0.16% -2,644 Timeline SCHC 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: 177,315 shares; 2024Q4: 168,157 shares; 2025Q1: 162,969 shares; 2025Q2: 169,321 shares; 2025Q3: 169,478 shares; 2025Q4: 169,897 shares; 2026Q1: 164,512 shares 164,512 $7.69M 0.16% -5,385 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: 120,494 shares; 2024Q4: 119,589 shares; 2025Q1: 120,415 shares; 2025Q2: 116,830 shares; 2025Q3: 116,107 shares; 2025Q4: 114,616 shares; 2026Q1: 109,936 shares 109,936 $7.67M 0.16% -4,680 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: 42,490 shares; 2024Q4: 85,069 shares; 2025Q1: 84,421 shares; 2025Q2: 80,792 shares; 2025Q3: 78,119 shares; 2025Q4: 49,370 shares; 2026Q1: 69,415 shares 69,415 $7.62M 0.16% +20,045 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: 89,298 shares; 2024Q4: 85,712 shares; 2025Q1: 87,182 shares; 2025Q2: 108,099 shares; 2025Q3: 103,987 shares; 2025Q4: 92,682 shares; 2026Q1: 85,279 shares 85,279 $7.56M 0.16% -7,403 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: 2,741,770 shares; 2024Q4: 3,079,958 shares; 2025Q1: 426,689 shares; 2025Q2: 248,061 shares; 2025Q3: 205,382 shares; 2025Q4: 104,664 shares; 2026Q1: 100,652 shares 100,652 $7.41M 0.16% -4,012 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: 8,112 shares; 2024Q4: 8,019 shares; 2025Q1: 10,612 shares; 2025Q2: 10,479 shares; 2025Q3: 10,297 shares; 2025Q4: 9,551 shares; 2026Q1: 10,077 shares 10,077 $7.14M 0.15% +526 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,603 shares; 2025Q1: 14,498 shares; 2025Q2: 80,265 shares; 2025Q3: 77,633 shares; 2025Q4: 76,459 shares; 2026Q1: 75,219 shares 75,219 $7.05M 0.15% -1,240 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: 65,512 shares; 2024Q4: 63,225 shares; 2025Q1: 61,662 shares; 2025Q2: 57,035 shares; 2025Q3: 51,479 shares; 2025Q4: 48,856 shares; 2026Q1: 47,822 shares 47,822 $6.98M 0.15% -1,034 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: 9,974 shares; 2025Q1: 9,840 shares; 2025Q2: 9,859 shares; 2025Q3: 7,604 shares; 2025Q4: 7,399 shares; 2026Q1: 7,155 shares 7,155 $6.88M 0.14% -244 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: 46,733 shares; 2024Q4: 47,753 shares; 2025Q1: 48,019 shares; 2025Q2: 47,807 shares; 2025Q3: 46,861 shares; 2025Q4: 37,264 shares; 2026Q1: 31,521 shares 31,521 $6.86M 0.14% -5,743 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: 81,866 shares; 2024Q4: 85,679 shares; 2025Q1: 86,381 shares; 2025Q2: 84,881 shares; 2025Q3: 84,312 shares; 2025Q4: 84,775 shares; 2026Q1: 85,569 shares 85,569 $6.81M 0.14% +794 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: 53,755 shares; 2024Q4: 49,783 shares; 2025Q1: 48,332 shares; 2025Q2: 49,576 shares; 2025Q3: 51,852 shares; 2025Q4: 49,622 shares; 2026Q1: 45,243 shares 45,243 $6.7M 0.14% -4,379 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: 48,802 shares; 2024Q4: 50,030 shares; 2025Q1: 53,485 shares; 2025Q2: 53,696 shares; 2025Q3: 53,500 shares; 2025Q4: 54,581 shares; 2026Q1: 53,730 shares 53,730 $6.68M 0.14% -851 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764,297 shares; 2024Q4: 727,616 shares; 2025Q1: 675,454 shares; 2025Q2: 656,733 shares; 2025Q3: 651,392 shares; 2025Q4: 638,212 shares; 2026Q1: 631,905 shares 631,905 $6.53M 0.14% -6,307 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: 7,380 shares; 2024Q4: 7,258 shares; 2025Q1: 7,258 shares; 2025Q2: 7,256 shares; 2025Q3: 7,228 shares; 2025Q4: 21,681 shares; 2026Q1: 13,638 shares 13,638 $6.47M 0.14% -8,043 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,743 shares; 2025Q1: 52,539 shares; 2025Q2: 47,404 shares; 2025Q3: 44,576 shares; 2025Q4: 39,142 shares; 2026Q1: 29,740 shares 29,740 $6.35M 0.13% -9,402 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: 37,749 shares; 2024Q4: 33,105 shares; 2025Q1: 33,185 shares; 2025Q2: 32,970 shares; 2025Q3: 30,150 shares; 2025Q4: 30,143 shares; 2026Q1: 30,603 shares 30,603 $6.23M 0.13% +460 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: 114,016 shares; 2024Q4: 117,345 shares; 2025Q1: 155,568 shares; 2025Q2: 153,444 shares; 2025Q3: 131,051 shares; 2025Q4: 123,686 shares; 2026Q1: 120,852 shares 120,852 $5.89M 0.12% -2,834 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: 16,880 shares; 2024Q4: 16,858 shares; 2025Q1: 16,868 shares; 2025Q2: 16,375 shares; 2025Q3: 16,087 shares; 2025Q4: 15,868 shares; 2026Q1: 15,688 shares 15,688 $5.82M 0.12% -180 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: 59,443 shares; 2024Q4: 59,303 shares; 2025Q1: 57,490 shares; 2025Q2: 57,618 shares; 2025Q3: 57,029 shares; 2025Q4: 56,354 shares; 2026Q1: 59,319 shares 59,319 $5.76M 0.12% +2,965 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: 15,296 shares; 2024Q4: 15,424 shares; 2025Q1: 20,189 shares; 2025Q2: 20,983 shares; 2025Q3: 21,314 shares; 2025Q4: 42,217 shares; 2026Q1: 42,539 shares 42,539 $5.65M 0.12% +322 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: 5,197 shares; 2024Q4: 5,735 shares; 2025Q1: 8,524 shares; 2025Q2: 9,037 shares; 2025Q3: 8,536 shares; 2025Q4: 12,422 shares; 2026Q1: 12,822 shares 12,822 $5.52M 0.12% +400 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,622 shares; 2025Q1: 4,784 shares; 2025Q2: 18,982 shares; 2025Q3: 18,558 shares; 2025Q4: 17,799 shares; 2026Q1: 17,897 shares 17,897 $5.35M 0.11% +98 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,007 shares; 2024Q4: 164,757 shares; 2025Q1: 161,780 shares; 2025Q2: 129,000 shares; 2025Q3: 117,485 shares; 2025Q4: 109,615 shares; 2026Q1: 107,445 shares 107,445 $5.35M 0.11% -2,170 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: 48,380 shares; 2024Q4: 53,377 shares; 2025Q1: 63,560 shares; 2025Q2: 63,456 shares; 2025Q3: 63,793 shares; 2025Q4: 69,490 shares; 2026Q1: 68,751 shares 68,751 $5.33M 0.11% -739 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: 172,422 shares; 2024Q4: 174,574 shares; 2025Q1: 164,825 shares; 2025Q2: 154,789 shares; 2025Q3: 124,839 shares; 2025Q4: 126,434 shares; 2026Q1: 120,196 shares 120,196 $5.3M 0.11% -6,238 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,225 shares; 2024Q4: 22,353 shares; 2025Q1: 20,930 shares; 2025Q2: 19,757 shares; 2025Q3: 18,216 shares; 2025Q4: 16,958 shares; 2026Q1: 16,434 shares 16,434 $5.27M 0.11% -524 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: 24,197 shares; 2024Q4: 43,140 shares; 2025Q1: 33,691 shares; 2025Q2: 32,179 shares; 2025Q3: 68,095 shares; 2025Q4: 63,559 shares; 2026Q1: 67,669 shares 67,669 $5.22M 0.11% +4,110 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: not reported; 2024Q4: 42,672 shares; 2025Q1: 54,035 shares; 2025Q2: 56,928 shares; 2025Q3: 57,289 shares; 2025Q4: 56,019 shares; 2026Q1: 59,787 shares 59,787 $5.18M 0.11% +3,768 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 13,084 shares; 2025Q1: 11,241 shares; 2025Q2: 11,441 shares; 2025Q3: 7,742 shares; 2025Q4: 7,068 shares; 2026Q1: 7,025 shares 7,025 $5.12M 0.11% -43 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: 82,799 shares; 2024Q4: 139,610 shares; 2025Q1: 130,946 shares; 2025Q2: 192,161 shares; 2025Q3: 192,309 shares; 2025Q4: 176,874 shares; 2026Q1: 174,686 shares 174,686 $5.08M 0.11% -2,188 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 19,967 shares; 2025Q1: 19,862 shares; 2025Q2: 19,879 shares; 2025Q3: 18,951 shares; 2025Q4: 18,529 shares; 2026Q1: 17,978 shares 17,978 $5.08M 0.11% -551 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,922 shares; 2024Q4: 19,181 shares; 2025Q1: 20,400 shares; 2025Q2: 20,388 shares; 2025Q3: 20,612 shares; 2025Q4: 20,577 shares; 2026Q1: 20,919 shares 20,919 $4.94M 0.1% +342 Timeline IYR 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: 79,580 shares; 2024Q4: 73,607 shares; 2025Q1: 68,789 shares; 2025Q2: 63,357 shares; 2025Q3: 60,444 shares; 2025Q4: 54,622 shares; 2026Q1: 51,315 shares 51,315 $4.85M 0.1% -3,307 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,153 shares; 2025Q1: 5,172 shares; 2025Q2: 5,154 shares; 2025Q3: 5,184 shares; 2025Q4: 5,919 shares; 2026Q1: 17,803 shares 17,803 $4.82M 0.1% +11,884 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,035 shares; 2024Q4: 25,481 shares; 2025Q1: 31,132 shares; 2025Q2: 30,667 shares; 2025Q3: 27,945 shares; 2025Q4: 26,030 shares; 2026Q1: 24,699 shares 24,699 $4.79M 0.1% -1,331 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,834 shares; 2024Q4: 44,775 shares; 2025Q1: 44,603 shares; 2025Q2: 44,610 shares; 2025Q3: 44,635 shares; 2025Q4: 43,384 shares; 2026Q1: 41,520 shares 41,520 $4.77M 0.1% -1,864 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: 16,996 shares; 2024Q4: 16,679 shares; 2025Q1: 16,776 shares; 2025Q2: 17,135 shares; 2025Q3: 16,872 shares; 2025Q4: 16,745 shares; 2026Q1: 15,081 shares 15,081 $4.69M 0.1% -1,664 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,687 shares; 2025Q1: 67,687 shares; 2025Q2: 67,736 shares; 2025Q3: 67,736 shares; 2025Q4: 67,792 shares; 2026Q1: 67,792 shares 67,792 $4.64M 0.1% 0 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: 52,483 shares; 2024Q4: 51,749 shares; 2025Q1: 50,280 shares; 2025Q2: 52,219 shares; 2025Q3: 48,154 shares; 2025Q4: 46,417 shares; 2026Q1: 31,657 shares 31,657 $4.57M 0.1% -14,760 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: 39,182 shares; 2024Q4: 41,428 shares; 2025Q1: 40,876 shares; 2025Q2: 40,877 shares; 2025Q3: 37,781 shares; 2025Q4: 37,529 shares; 2026Q1: 39,998 shares 39,998 $4.52M 0.09% +2,469 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,235 shares; 2024Q4: 82,529 shares; 2025Q1: 87,822 shares; 2025Q2: 94,204 shares; 2025Q3: 96,385 shares; 2025Q4: 97,086 shares; 2026Q1: 95,748 shares 95,748 $4.39M 0.09% -1,338 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: 22,145 shares; 2024Q4: 15,869 shares; 2025Q1: 17,617 shares; 2025Q2: 17,987 shares; 2025Q3: 18,843 shares; 2025Q4: 19,935 shares; 2026Q1: 18,100 shares 18,100 $4.39M 0.09% -1,835 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: 10,343 shares; 2024Q4: 14,799 shares; 2025Q1: 15,271 shares; 2025Q2: 13,162 shares; 2025Q3: 9,781 shares; 2025Q4: 9,461 shares; 2026Q1: 8,741 shares 8,741 $4.37M 0.09% -720 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,171 shares; 2025Q1: 6,231 shares; 2025Q2: 6,032 shares; 2025Q3: 6,055 shares; 2025Q4: 6,809 shares; 2026Q1: 6,300 shares 6,300 $4.3M 0.09% -509 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: 22,431 shares; 2024Q4: 23,784 shares; 2025Q1: 23,999 shares; 2025Q2: 23,819 shares; 2025Q3: 23,358 shares; 2025Q4: 23,399 shares; 2026Q1: 22,266 shares 22,266 $4.3M 0.09% -1,133 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,393 shares; 2024Q4: 35,472 shares; 2025Q1: 34,586 shares; 2025Q2: 180,113 shares; 2025Q3: 169,224 shares; 2025Q4: 154,337 shares; 2026Q1: 128,247 shares 128,247 $4.23M 0.09% -26,090 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: 3,112 shares; 2024Q4: 3,465 shares; 2025Q1: 5,131 shares; 2025Q2: 5,286 shares; 2025Q3: 5,396 shares; 2025Q4: 4,596 shares; 2026Q1: 4,956 shares 4,956 $4.19M 0.09% +360 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS 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: 14,870 shares; 2026Q1: 14,650 shares 14,650 $4.19M 0.09% -220 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: 5,990 shares; 2024Q4: 5,302 shares; 2025Q1: 15,650 shares; 2025Q2: 14,174 shares; 2025Q3: 12,448 shares; 2025Q4: 11,357 shares; 2026Q1: 12,206 shares 12,206 $4.12M 0.09% +849 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: 13,294 shares; 2024Q4: 13,576 shares; 2025Q1: 16,144 shares; 2025Q2: 15,977 shares; 2025Q3: 12,784 shares; 2025Q4: 12,433 shares; 2026Q1: 11,945 shares 11,945 $4.1M 0.09% -488 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: 4,652 shares; 2024Q4: 5,425 shares; 2025Q1: 6,121 shares; 2025Q2: 7,959 shares; 2025Q3: 7,663 shares; 2025Q4: 6,876 shares; 2026Q1: 5,761 shares 5,761 $4.02M 0.08% -1,115 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: 21,148 shares; 2024Q4: 21,383 shares; 2025Q1: 21,626 shares; 2025Q2: 17,350 shares; 2025Q3: 16,050 shares; 2025Q4: 15,147 shares; 2026Q1: 14,745 shares 14,745 $3.99M 0.08% -402 Timeline DWM 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: 77,717 shares; 2024Q4: 64,822 shares; 2025Q1: 61,181 shares; 2025Q2: 58,867 shares; 2025Q3: 58,465 shares; 2025Q4: 57,481 shares; 2026Q1: 57,071 shares 57,071 $3.99M 0.08% -410 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: 22,979 shares; 2024Q4: 23,910 shares; 2025Q1: 22,968 shares; 2025Q2: 23,978 shares; 2025Q3: 23,781 shares; 2025Q4: 21,535 shares; 2026Q1: 26,229 shares 26,229 $3.97M 0.08% +4,694 Timeline CMF 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: 109,818 shares; 2024Q4: 105,260 shares; 2025Q1: 99,109 shares; 2025Q2: 80,393 shares; 2025Q3: 79,093 shares; 2025Q4: 74,424 shares; 2026Q1: 69,471 shares 69,471 $3.95M 0.08% -4,953 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: 7,903 shares; 2024Q4: 8,504 shares; 2025Q1: 11,377 shares; 2025Q2: 12,836 shares; 2025Q3: 12,192 shares; 2025Q4: 11,988 shares; 2026Q1: 11,951 shares 11,951 $3.93M 0.08% -37 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,053 shares; 2024Q4: 37,994 shares; 2025Q1: 39,249 shares; 2025Q2: 37,792 shares; 2025Q3: 35,726 shares; 2025Q4: 35,155 shares; 2026Q1: 35,956 shares 35,956 $3.82M 0.08% +801 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 54,977 shares; 2025Q2: 63,693 shares; 2025Q3: 74,732 shares; 2025Q4: 102,934 shares; 2026Q1: 99,162 shares 99,162 $3.81M 0.08% -3,772 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: 16,206 shares; 2024Q4: 17,521 shares; 2025Q1: 21,660 shares; 2025Q2: 20,768 shares; 2025Q3: 19,311 shares; 2025Q4: 17,055 shares; 2026Q1: 16,758 shares 16,758 $3.79M 0.08% -297 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: not reported; 2024Q4: not reported; 2025Q1: 54,455 shares; 2025Q2: 70,190 shares; 2025Q3: 73,481 shares; 2025Q4: 132,313 shares; 2026Q1: 139,058 shares 139,058 $3.79M 0.08% +6,745 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,833 shares; 2025Q2: 64,183 shares; 2025Q3: 69,873 shares; 2025Q4: 136,954 shares; 2026Q1: 144,073 shares 144,073 $3.78M 0.08% +7,119 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: 12,731 shares; 2024Q4: 13,512 shares; 2025Q1: 15,049 shares; 2025Q2: 14,900 shares; 2025Q3: 13,584 shares; 2025Q4: 12,656 shares; 2026Q1: 13,213 shares 13,213 $3.75M 0.08% +557 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: 23,364 shares; 2024Q4: 23,184 shares; 2025Q1: 11,137 shares; 2025Q2: 44,044 shares; 2025Q3: 42,278 shares; 2025Q4: 39,995 shares; 2026Q1: 37,353 shares 37,353 $3.66M 0.08% -2,642 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,236 shares; 2025Q1: 12,447 shares; 2025Q2: 14,606 shares; 2025Q3: 13,110 shares; 2025Q4: 12,972 shares; 2026Q1: 14,612 shares 14,612 $3.62M 0.08% +1,640 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,311 shares; 2025Q1: 11,250 shares; 2025Q2: 11,073 shares; 2025Q3: 10,705 shares; 2025Q4: 10,905 shares; 2026Q1: 10,956 shares 10,956 $3.57M 0.07% +51 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,941 shares; 2025Q1: 30,539 shares; 2025Q2: 30,929 shares; 2025Q3: 31,651 shares; 2025Q4: 66,368 shares; 2026Q1: 83,233 shares 83,233 $3.51M 0.07% +16,865 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,330 shares; 2024Q4: 87,796 shares; 2025Q1: 89,307 shares; 2025Q2: 101,831 shares; 2025Q3: 101,123 shares; 2025Q4: 97,344 shares; 2026Q1: 95,224 shares 95,224 $3.5M 0.07% -2,120 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: 38,331 shares; 2024Q4: 36,911 shares; 2025Q1: 35,820 shares; 2025Q2: 40,289 shares; 2025Q3: 35,011 shares; 2025Q4: 34,626 shares; 2026Q1: 37,662 shares 37,662 $3.5M 0.07% +3,036 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,554 shares; 2024Q4: 46,912 shares; 2025Q1: 44,457 shares; 2025Q2: 45,530 shares; 2025Q3: 46,907 shares; 2025Q4: 45,306 shares; 2026Q1: 42,563 shares 42,563 $3.41M 0.07% -2,743 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 12,248 shares; 2025Q1: 12,283 shares; 2025Q2: 12,098 shares; 2025Q3: 11,619 shares; 2025Q4: 9,472 shares; 2026Q1: 8,586 shares 8,586 $3.35M 0.07% -886 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125,199 shares; 2024Q4: 3,375,858 shares; 2025Q1: 532,836 shares; 2025Q2: 355,216 shares; 2025Q3: 291,946 shares; 2025Q4: 108,530 shares; 2026Q1: 98,925 shares 98,925 $3.32M 0.07% -9,605 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: 12,359 shares; 2024Q4: 10,463 shares; 2025Q1: 10,991 shares; 2025Q2: 11,370 shares; 2025Q3: 10,589 shares; 2025Q4: 10,326 shares; 2026Q1: 9,415 shares 9,415 $3.31M 0.07% -911 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: 10,299 shares; 2024Q4: 9,656 shares; 2025Q1: 10,176 shares; 2025Q2: 10,315 shares; 2025Q3: 10,359 shares; 2025Q4: 10,492 shares; 2026Q1: 10,798 shares 10,798 $3.27M 0.07% +306 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: 11,608 shares; 2024Q4: 12,626 shares; 2025Q1: 16,177 shares; 2025Q2: 16,119 shares; 2025Q3: 15,856 shares; 2025Q4: 15,199 shares; 2026Q1: 13,175 shares 13,175 $3.2M 0.07% -2,024 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: 49,856 shares; 2024Q4: 49,512 shares; 2025Q1: 53,225 shares; 2025Q2: 54,481 shares; 2025Q3: 54,483 shares; 2025Q4: 57,942 shares; 2026Q1: 64,393 shares 64,393 $3.18M 0.07% +6,451 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: 1,861 shares; 2024Q4: not reported; 2025Q1: 58,730 shares; 2025Q2: 48,956 shares; 2025Q3: 46,845 shares; 2025Q4: 28,357 shares; 2026Q1: 26,646 shares 26,646 $3.16M 0.07% -1,711 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: 10,266 shares; 2024Q4: 10,262 shares; 2025Q1: 10,268 shares; 2025Q2: 10,224 shares; 2025Q3: 10,288 shares; 2025Q4: 9,959 shares; 2026Q1: 9,642 shares 9,642 $3.15M 0.07% -317 Timeline VNQI 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: 78,351 shares; 2024Q4: 80,751 shares; 2025Q1: 72,803 shares; 2025Q2: 71,058 shares; 2025Q3: 69,163 shares; 2025Q4: 70,148 shares; 2026Q1: 70,386 shares 70,386 $3.13M 0.07% +238 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: 33,050 shares; 2024Q4: 32,752 shares; 2025Q1: 32,539 shares; 2025Q2: 30,331 shares; 2025Q3: 27,459 shares; 2025Q4: 28,781 shares; 2026Q1: 25,990 shares 25,990 $3.13M 0.07% -2,791 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: 4,799 shares; 2024Q4: 5,017 shares; 2025Q1: 13,517 shares; 2025Q2: 13,250 shares; 2025Q3: 12,943 shares; 2025Q4: 11,940 shares; 2026Q1: 8,710 shares 8,710 $3.12M 0.07% -3,230 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,500 shares; 2025Q4: 40,196 shares; 2026Q1: 32,386 shares 32,386 $3.09M 0.06% -7,810 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,930 shares; 2024Q4: 77,481 shares; 2025Q1: 76,366 shares; 2025Q2: 75,638 shares; 2025Q3: 75,570 shares; 2025Q4: 75,293 shares; 2026Q1: 73,137 shares 73,137 $3.09M 0.06% -2,156 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: 14,120 shares; 2024Q4: 13,000 shares; 2025Q1: 13,096 shares; 2025Q2: 12,830 shares; 2025Q3: 14,939 shares; 2025Q4: 16,204 shares; 2026Q1: 16,185 shares 16,185 $3.07M 0.06% -19 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: 37,138 shares; 2024Q4: 37,379 shares; 2025Q1: 41,136 shares; 2025Q2: 41,805 shares; 2025Q3: 41,679 shares; 2025Q4: 42,426 shares; 2026Q1: 40,278 shares 40,278 $3.06M 0.06% -2,148 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: 12,516 shares; 2024Q4: 30,012 shares; 2025Q1: 31,716 shares; 2025Q2: 31,314 shares; 2025Q3: 23,330 shares; 2025Q4: 22,412 shares; 2026Q1: 18,642 shares 18,642 $2.99M 0.06% -3,770 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,602 shares; 2024Q4: 25,606 shares; 2025Q1: 25,599 shares; 2025Q2: 23,901 shares; 2025Q3: 22,836 shares; 2025Q4: 16,763 shares; 2026Q1: 16,914 shares 16,914 $2.97M 0.06% +151 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: 38,168 shares; 2024Q4: 36,666 shares; 2025Q1: 36,416 shares; 2025Q2: 35,196 shares; 2025Q3: 34,973 shares; 2025Q4: 34,202 shares; 2026Q1: 39,129 shares 39,129 $2.94M 0.06% +4,927 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,210 shares; 2025Q1: 9,820 shares; 2025Q2: 10,495 shares; 2025Q3: 10,779 shares; 2025Q4: 10,097 shares; 2026Q1: 8,613 shares 8,613 $2.91M 0.06% -1,484 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: 15,634 shares; 2024Q4: 44,670 shares; 2025Q1: 44,683 shares; 2025Q2: 44,875 shares; 2025Q3: 116,417 shares; 2025Q4: 112,519 shares; 2026Q1: 115,839 shares 115,839 $2.91M 0.06% +3,320 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 6,579 shares; 2025Q1: 7,619 shares; 2025Q2: 5,532 shares; 2025Q3: 5,202 shares; 2025Q4: 26,619 shares; 2026Q1: 27,546 shares 27,546 $2.88M 0.06% +927 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: 17,821 shares; 2024Q4: 8,669 shares; 2025Q1: 10,229 shares; 2025Q2: 13,096 shares; 2025Q3: 13,248 shares; 2025Q4: 13,136 shares; 2026Q1: 13,650 shares 13,650 $2.87M 0.06% +514 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,550 shares; 2025Q4: 5,510 shares; 2026Q1: 5,210 shares 5,210 $2.84M 0.06% -300 Timeline ESGV 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: 17,181 shares; 2024Q4: 17,181 shares; 2025Q1: 17,085 shares; 2025Q2: 26,491 shares; 2025Q3: 26,717 shares; 2025Q4: 32,732 shares; 2026Q1: 24,828 shares 24,828 $2.79M 0.06% -7,904 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: 45,584 shares; 2024Q4: 56,543 shares; 2025Q1: 50,352 shares; 2025Q2: 51,036 shares; 2025Q3: 51,711 shares; 2025Q4: 51,360 shares; 2026Q1: 54,966 shares 54,966 $2.76M 0.06% +3,606 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: 4,845 shares; 2024Q4: 4,833 shares; 2025Q1: 5,206 shares; 2025Q2: 4,967 shares; 2025Q3: 4,946 shares; 2025Q4: 4,927 shares; 2026Q1: 4,893 shares 4,893 $2.76M 0.06% -34 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,214 shares; 2024Q4: 35,752 shares; 2025Q1: 33,950 shares; 2025Q2: 33,686 shares; 2025Q3: 32,110 shares; 2025Q4: 31,678 shares; 2026Q1: 30,823 shares 30,823 $2.75M 0.06% -855 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,175 shares; 2024Q4: 26,819 shares; 2025Q1: 26,728 shares; 2025Q2: 26,648 shares; 2025Q3: 25,752 shares; 2025Q4: 24,595 shares; 2026Q1: 24,049 shares 24,049 $2.74M 0.06% -546 Timeline VWOB 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: 38,391 shares; 2024Q4: 35,913 shares; 2025Q1: 36,566 shares; 2025Q2: 37,731 shares; 2025Q3: 39,114 shares; 2025Q4: 40,539 shares; 2026Q1: 40,942 shares 40,942 $2.69M 0.06% +403 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: 25,584 shares; 2024Q4: 25,135 shares; 2025Q1: 23,255 shares; 2025Q2: 22,672 shares; 2025Q3: 24,166 shares; 2025Q4: 23,322 shares; 2026Q1: 20,567 shares 20,567 $2.65M 0.06% -2,755 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: 4,694 shares; 2024Q4: 4,527 shares; 2025Q1: 4,585 shares; 2025Q2: 14,449 shares; 2025Q3: 15,057 shares; 2025Q4: 13,174 shares; 2026Q1: 12,176 shares 12,176 $2.65M 0.06% -998 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,032 shares; 2024Q4: 13,870 shares; 2025Q1: 14,720 shares; 2025Q2: 14,687 shares; 2025Q3: 14,913 shares; 2025Q4: 13,829 shares; 2026Q1: 13,593 shares 13,593 $2.61M 0.05% -236 Timeline VSS 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: 20,088 shares; 2024Q4: 18,768 shares; 2025Q1: 18,438 shares; 2025Q2: 19,204 shares; 2025Q3: 19,023 shares; 2025Q4: 18,086 shares; 2026Q1: 17,793 shares 17,793 $2.59M 0.05% -293 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: 2,299 shares; 2024Q4: 2,185 shares; 2025Q1: 2,395 shares; 2025Q2: 2,483 shares; 2025Q3: 2,288 shares; 2025Q4: 2,467 shares; 2026Q1: 2,947 shares 2,947 $2.57M 0.05% +480 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: 2,915 shares; 2024Q4: 2,694 shares; 2025Q1: 2,708 shares; 2025Q2: 2,397 shares; 2025Q3: 2,420 shares; 2025Q4: 2,112 shares; 2026Q1: 1,941 shares 1,941 $2.56M 0.05% -171 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES 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: 181,000 shares; 2025Q4: 157,515 shares; 2026Q1: 147,515 shares 147,515 $2.55M 0.05% -10,000 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: 23,186 shares; 2024Q4: 20,436 shares; 2025Q1: 17,764 shares; 2025Q2: 17,661 shares; 2025Q3: 16,900 shares; 2025Q4: 19,082 shares; 2026Q1: 16,358 shares 16,358 $2.54M 0.05% -2,724 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: 19,574 shares; 2024Q4: 24,031 shares; 2025Q1: 24,465 shares; 2025Q2: 24,346 shares; 2025Q3: 17,430 shares; 2025Q4: 14,895 shares; 2026Q1: 13,558 shares 13,558 $2.53M 0.05% -1,337 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: 24,986 shares; 2024Q4: 25,275 shares; 2025Q1: 34,944 shares; 2025Q2: 34,926 shares; 2025Q3: 34,032 shares; 2025Q4: 32,794 shares; 2026Q1: 24,362 shares 24,362 $2.5M 0.05% -8,432 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: 20,727 shares; 2024Q4: 20,472 shares; 2025Q1: 20,430 shares; 2025Q2: 20,633 shares; 2025Q3: 20,225 shares; 2025Q4: 19,767 shares; 2026Q1: 19,778 shares 19,778 $2.5M 0.05% +11 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,689 shares; 2024Q4: 60,839 shares; 2025Q1: 53,439 shares; 2025Q2: 42,159 shares; 2025Q3: 49,201 shares; 2025Q4: 39,107 shares; 2026Q1: 15,807 shares 15,807 $2.49M 0.05% -23,300 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 4,130 shares; 2025Q1: 4,227 shares; 2025Q2: 7,614 shares; 2025Q3: 8,363 shares; 2025Q4: 8,147 shares; 2026Q1: 8,041 shares 8,041 $2.43M 0.05% -106 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: 4,422 shares; 2024Q4: 4,841 shares; 2025Q1: 6,928 shares; 2025Q2: 6,745 shares; 2025Q3: 4,224 shares; 2025Q4: 4,079 shares; 2026Q1: 4,017 shares 4,017 $2.43M 0.05% -62 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 17,710 shares 17,710 $2.4M 0.05% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 9,477 shares; 2025Q1: 9,477 shares; 2025Q2: 108,600 shares; 2025Q3: 101,014 shares; 2025Q4: 91,593 shares; 2026Q1: 78,157 shares 78,157 $2.38M 0.05% -13,436 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: 29,738 shares; 2024Q4: 26,281 shares; 2025Q1: 28,808 shares; 2025Q2: 28,259 shares; 2025Q3: 28,194 shares; 2025Q4: 27,268 shares; 2026Q1: 24,658 shares 24,658 $2.38M 0.05% -2,610 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: 4,696 shares; 2024Q4: 4,383 shares; 2025Q1: 5,051 shares; 2025Q2: 4,819 shares; 2025Q3: 4,722 shares; 2025Q4: 4,697 shares; 2026Q1: 4,755 shares 4,755 $2.34M 0.05% +58 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,478 shares; 2024Q4: 40,150 shares; 2025Q1: 48,596 shares; 2025Q2: 50,011 shares; 2025Q3: 49,261 shares; 2025Q4: 46,669 shares; 2026Q1: 48,146 shares 48,146 $2.32M 0.05% +1,477 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER 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: 84,564 shares; 2025Q4: 77,378 shares; 2026Q1: 74,921 shares 74,921 $2.28M 0.05% -2,457 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 5,251 shares; 2025Q1: 5,253 shares; 2025Q2: 5,289 shares; 2025Q3: 5,254 shares; 2025Q4: 5,701 shares; 2026Q1: 5,802 shares 5,802 $2.27M 0.05% +101 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,209 shares; 2025Q4: 27,438 shares; 2026Q1: 24,513 shares 24,513 $2.27M 0.05% -2,925 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,349 shares 113,349 $2.21M 0.05% new 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: 4,276 shares; 2024Q4: 4,362 shares; 2025Q1: 4,300 shares; 2025Q2: 4,323 shares; 2025Q3: 4,276 shares; 2025Q4: 4,308 shares; 2026Q1: 4,113 shares 4,113 $2.21M 0.05% -195 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,191 shares; 2025Q1: 789 shares; 2025Q2: 791 shares; 2025Q3: 1,342 shares; 2025Q4: 1,360 shares; 2026Q1: 1,483 shares 1,483 $2.18M 0.05% +123 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: 999 shares; 2024Q4: 9,102 shares; 2025Q1: 9,199 shares; 2025Q2: 9,153 shares; 2025Q3: 9,667 shares; 2025Q4: 8,952 shares; 2026Q1: 9,446 shares 9,446 $2.17M 0.05% +494 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: 9,258 shares; 2024Q4: 10,528 shares; 2025Q1: 11,345 shares; 2025Q2: 21,614 shares; 2025Q3: 11,754 shares; 2025Q4: 13,701 shares; 2026Q1: 14,831 shares 14,831 $2.17M 0.05% +1,130 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: 2,317 shares; 2024Q4: 2,444 shares; 2025Q1: 2,666 shares; 2025Q2: 2,764 shares; 2025Q3: 7,012 shares; 2025Q4: 4,427 shares; 2026Q1: 4,356 shares 4,356 $2.16M 0.05% -71 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: 14,765 shares; 2024Q4: 14,725 shares; 2025Q1: 14,349 shares; 2025Q2: 14,381 shares; 2025Q3: 15,351 shares; 2025Q4: 15,817 shares; 2026Q1: 15,878 shares 15,878 $2.16M 0.05% +61 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.05% 0 Timeline GCC 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: not reported; 2026Q1: 89,950 shares 89,950 $2.15M 0.05% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,063 shares; 2024Q4: 33,893 shares; 2025Q1: 36,116 shares; 2025Q2: 36,824 shares; 2025Q3: 36,445 shares; 2025Q4: 35,924 shares; 2026Q1: 35,770 shares 35,770 $2.12M 0.04% -154 Timeline PTF 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: 24,300 shares; 2024Q4: 24,300 shares; 2025Q1: 24,300 shares; 2025Q2: 24,300 shares; 2025Q3: 24,300 shares; 2025Q4: 24,300 shares; 2026Q1: 24,300 shares 24,300 $2.1M 0.04% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,330 shares 106,330 $2.09M 0.04% new 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: 1,663 shares; 2024Q4: 2,486 shares; 2025Q1: 2,066 shares; 2025Q2: 2,021 shares; 2025Q3: 1,991 shares; 2025Q4: 2,032 shares; 2026Q1: 2,376 shares 2,376 $2.06M 0.04% +344 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: 12,282 shares; 2024Q4: 12,117 shares; 2025Q1: 8,663 shares; 2025Q2: 8,573 shares; 2025Q3: 4,433 shares; 2025Q4: 4,421 shares; 2026Q1: 4,656 shares 4,656 $2.01M 0.04% +235 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: 16,518 shares; 2024Q4: 17,195 shares; 2025Q1: 16,314 shares; 2025Q2: 16,298 shares; 2025Q3: 16,052 shares; 2025Q4: 11,573 shares; 2026Q1: 10,046 shares 10,046 $2M 0.04% -1,527 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 20,760 shares; 2025Q1: 21,300 shares; 2025Q2: 20,553 shares; 2025Q3: 22,877 shares; 2025Q4: 21,721 shares; 2026Q1: 21,389 shares 21,389 $1.99M 0.04% -332 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 4,358 shares; 2025Q1: 4,549 shares; 2025Q2: 4,574 shares; 2025Q3: 4,646 shares; 2025Q4: 4,601 shares; 2026Q1: 4,631 shares 4,631 $1.97M 0.04% +30 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 20,507 shares; 2025Q1: 20,524 shares; 2025Q2: 20,528 shares; 2025Q3: 20,457 shares; 2025Q4: 20,567 shares; 2026Q1: 21,292 shares 21,292 $1.97M 0.04% +725 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: 4,796 shares; 2024Q4: 4,670 shares; 2025Q1: 4,272 shares; 2025Q2: 4,404 shares; 2025Q3: 4,139 shares; 2025Q4: 4,140 shares; 2026Q1: 4,238 shares 4,238 $1.96M 0.04% +98 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 16,995 shares; 2025Q1: 15,840 shares; 2025Q2: 15,896 shares; 2025Q3: 15,587 shares; 2025Q4: 15,485 shares; 2026Q1: 14,965 shares 14,965 $1.96M 0.04% -520 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares; 2026Q1: 27,134 shares 27,134 $1.96M 0.04% +23,751 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: 10,432 shares; 2024Q4: 10,366 shares; 2025Q1: 10,416 shares; 2025Q2: 10,479 shares; 2025Q3: 9,476 shares; 2025Q4: 9,460 shares; 2026Q1: 9,139 shares 9,139 $1.93M 0.04% -321 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,425 shares; 2025Q1: 7,449 shares; 2025Q2: 10,911 shares; 2025Q3: 11,318 shares; 2025Q4: 11,131 shares; 2026Q1: 11,051 shares 11,051 $1.91M 0.04% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,398 shares; 2025Q3: not reported; 2025Q4: 15,974 shares; 2026Q1: 24,011 shares 24,011 $1.9M 0.04% +8,037 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 219 shares; 2025Q1: 477 shares; 2025Q2: 471 shares; 2025Q3: 498 shares; 2025Q4: 457 shares; 2026Q1: 443 shares 443 $1.87M 0.04% -14 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,798 shares; 2024Q4: 94,775 shares; 2025Q1: 213,439 shares; 2025Q2: 240,508 shares; 2025Q3: 73,245 shares; 2025Q4: 49,915 shares; 2026Q1: 71,080 shares 71,080 $1.86M 0.04% +21,165 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,786 shares 89,786 $1.83M 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,052 shares; 2025Q1: 6,911 shares; 2025Q2: 5,709 shares; 2025Q3: 3,967 shares; 2025Q4: 4,056 shares; 2026Q1: 4,095 shares 4,095 $1.83M 0.04% +39 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,442 shares; 2024Q4: 22,279 shares; 2025Q1: 22,287 shares; 2025Q2: 21,809 shares; 2025Q3: 21,759 shares; 2025Q4: 22,875 shares; 2026Q1: 32,111 shares 32,111 $1.82M 0.04% +9,236 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: 9,303 shares; 2024Q4: 8,785 shares; 2025Q1: 11,197 shares; 2025Q2: 11,582 shares; 2025Q3: 11,984 shares; 2025Q4: 10,482 shares; 2026Q1: 11,304 shares 11,304 $1.81M 0.04% +822 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,658 shares; 2025Q1: 12,093 shares; 2025Q2: 9,343 shares; 2025Q3: 8,679 shares; 2025Q4: 8,649 shares; 2026Q1: 8,653 shares 8,653 $1.79M 0.04% +4 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: 13,890 shares; 2024Q4: 17,489 shares; 2025Q1: 17,043 shares; 2025Q2: 16,447 shares; 2025Q3: 15,480 shares; 2025Q4: 19,380 shares; 2026Q1: 13,514 shares 13,514 $1.78M 0.04% -5,866 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,142 shares; 2024Q4: 32,331 shares; 2025Q1: 33,803 shares; 2025Q2: 32,676 shares; 2025Q3: 28,542 shares; 2025Q4: 29,444 shares; 2026Q1: 29,152 shares 29,152 $1.77M 0.04% -292 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: 6,600 shares; 2024Q4: 22,927 shares; 2025Q1: 19,477 shares; 2025Q2: 29,526 shares; 2025Q3: 52,751 shares; 2025Q4: 55,478 shares; 2026Q1: 57,528 shares 57,528 $1.76M 0.04% +2,050 Timeline DFAX 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: 16,883 shares; 2024Q4: 16,883 shares; 2025Q1: 16,883 shares; 2025Q2: 21,948 shares; 2025Q3: 27,595 shares; 2025Q4: 46,766 shares; 2026Q1: 51,321 shares 51,321 $1.74M 0.04% +4,555 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,031 shares; 2026Q1: 17,699 shares 17,699 $1.73M 0.04% +1,668 Timeline DFSV 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: 13,598 shares; 2024Q4: 9,808 shares; 2025Q1: 9,662 shares; 2025Q2: 66,023 shares; 2025Q3: 59,434 shares; 2025Q4: 54,895 shares; 2026Q1: 49,057 shares 49,057 $1.72M 0.04% -5,838 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: 6,913 shares; 2024Q4: 11,089 shares; 2025Q1: 9,586 shares; 2025Q2: 9,572 shares; 2025Q3: 8,767 shares; 2025Q4: 9,104 shares; 2026Q1: 8,624 shares 8,624 $1.71M 0.04% -480 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,389 shares; 2025Q1: 5,058 shares; 2025Q2: 3,790 shares; 2025Q3: 3,913 shares; 2025Q4: 14,737 shares; 2026Q1: 14,403 shares 14,403 $1.71M 0.04% -334 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,692 shares; 2025Q1: 8,054 shares; 2025Q2: 9,363 shares; 2025Q3: 7,062 shares; 2025Q4: 6,344 shares; 2026Q1: 6,990 shares 6,990 $1.7M 0.04% +646 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: 9,865 shares; 2024Q4: 9,795 shares; 2025Q1: 10,247 shares; 2025Q2: 10,376 shares; 2025Q3: 10,352 shares; 2025Q4: 10,541 shares; 2026Q1: 10,248 shares 10,248 $1.69M 0.04% -293 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 13,920 shares; 2025Q1: 13,029 shares; 2025Q2: 7,002 shares; 2025Q3: 7,004 shares; 2025Q4: 7,216 shares; 2026Q1: 5,715 shares 5,715 $1.69M 0.04% -1,501 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: 20,638 shares; 2024Q4: 14,750 shares; 2025Q1: 15,506 shares; 2025Q2: 15,599 shares; 2025Q3: 15,403 shares; 2025Q4: 14,534 shares; 2026Q1: 13,976 shares 13,976 $1.66M 0.03% -558 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: 63,787 shares; 2024Q4: 65,402 shares; 2025Q1: 72,707 shares; 2025Q2: 72,006 shares; 2025Q3: 71,092 shares; 2025Q4: 68,713 shares; 2026Q1: 68,578 shares 68,578 $1.63M 0.03% -135 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,570 shares; 2025Q1: 11,225 shares; 2025Q2: 11,179 shares; 2025Q3: 11,063 shares; 2025Q4: 10,920 shares; 2026Q1: 10,604 shares 10,604 $1.62M 0.03% -316 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: 12,054 shares; 2024Q4: 10,625 shares; 2025Q1: 12,910 shares; 2025Q2: 12,878 shares; 2025Q3: 12,814 shares; 2025Q4: 12,689 shares; 2026Q1: 11,559 shares 11,559 $1.61M 0.03% -1,130 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 7,417 shares; 2025Q1: 7,430 shares; 2025Q2: 7,435 shares; 2025Q3: 7,493 shares; 2025Q4: 7,698 shares; 2026Q1: 7,675 shares 7,675 $1.6M 0.03% -23 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,967 shares; 2024Q4: 15,630 shares; 2025Q1: 15,496 shares; 2025Q2: 15,935 shares; 2025Q3: 15,409 shares; 2025Q4: 15,698 shares; 2026Q1: 15,882 shares 15,882 $1.59M 0.03% +184 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: 3,410 shares; 2024Q4: 5,051 shares; 2025Q1: 5,054 shares; 2025Q2: 4,949 shares; 2025Q3: 4,935 shares; 2025Q4: 4,902 shares; 2026Q1: 4,988 shares 4,988 $1.59M 0.03% +86 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: 6,445 shares; 2024Q4: 5,686 shares; 2025Q1: 5,707 shares; 2025Q2: 6,163 shares; 2025Q3: 6,021 shares; 2025Q4: 5,739 shares; 2026Q1: 5,681 shares 5,681 $1.58M 0.03% -58 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,563 shares; 2024Q4: 19,446 shares; 2025Q1: 21,910 shares; 2025Q2: 21,383 shares; 2025Q3: 20,205 shares; 2025Q4: 19,607 shares; 2026Q1: 17,387 shares 17,387 $1.56M 0.03% -2,220 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 5,638 shares; 2025Q1: 7,495 shares; 2025Q2: 8,787 shares; 2025Q3: 8,759 shares; 2025Q4: 8,828 shares; 2026Q1: 7,474 shares 7,474 $1.55M 0.03% -1,354 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 24,570 shares; 2025Q1: 22,463 shares; 2025Q2: 22,214 shares; 2025Q3: 22,063 shares; 2025Q4: 22,621 shares; 2026Q1: 18,101 shares 18,101 $1.54M 0.03% -4,520 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: 22,472 shares; 2024Q4: 21,140 shares; 2025Q1: 21,330 shares; 2025Q2: 21,065 shares; 2025Q3: 20,939 shares; 2025Q4: 20,705 shares; 2026Q1: 18,903 shares 18,903 $1.53M 0.03% -1,802 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,379 shares; 2024Q4: 29,249 shares; 2025Q1: 34,253 shares; 2025Q2: 35,879 shares; 2025Q3: 35,792 shares; 2025Q4: 38,579 shares; 2026Q1: 41,441 shares 41,441 $1.53M 0.03% +2,862 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: 2,571 shares; 2024Q4: 2,071 shares; 2025Q1: 2,065 shares; 2025Q2: 2,056 shares; 2025Q3: 2,170 shares; 2025Q4: 2,029 shares; 2026Q1: 2,041 shares 2,041 $1.51M 0.03% +12 Timeline IMTM 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: 47,803 shares; 2025Q4: 38,993 shares; 2026Q1: 31,182 shares 31,182 $1.5M 0.03% -7,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,141 shares; 2025Q3: 54,647 shares; 2025Q4: 50,220 shares; 2026Q1: 19,545 shares 19,545 $1.5M 0.03% -30,675 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: 4,402 shares; 2024Q4: 4,173 shares; 2025Q1: 4,172 shares; 2025Q2: 6,599 shares; 2025Q3: 6,425 shares; 2025Q4: 6,370 shares; 2026Q1: 5,521 shares 5,521 $1.47M 0.03% -849 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 10,927 shares; 2025Q1: 11,332 shares; 2025Q2: 11,454 shares; 2025Q3: 11,261 shares; 2025Q4: 10,374 shares; 2026Q1: 10,226 shares 10,226 $1.46M 0.03% -148 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,939 shares; 2025Q1: 10,092 shares; 2025Q2: 10,014 shares; 2025Q3: 10,014 shares; 2025Q4: 10,796 shares; 2026Q1: 11,408 shares 11,408 $1.46M 0.03% +612 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: 4,395 shares; 2024Q4: 4,117 shares; 2025Q1: 4,200 shares; 2025Q2: 4,035 shares; 2025Q3: 3,924 shares; 2025Q4: 4,202 shares; 2026Q1: 4,058 shares 4,058 $1.45M 0.03% -144 Timeline EAGG 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: 29,954 shares; 2025Q4: 30,022 shares; 2026Q1: 30,371 shares 30,371 $1.44M 0.03% +349 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: 3,727 shares; 2024Q4: 3,687 shares; 2025Q1: 3,653 shares; 2025Q2: 4,685 shares; 2025Q3: 3,756 shares; 2025Q4: 5,503 shares; 2026Q1: 4,991 shares 4,991 $1.43M 0.03% -512 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: 17,013 shares; 2024Q4: 17,258 shares; 2025Q1: 33,333 shares; 2025Q2: 22,758 shares; 2025Q3: 17,820 shares; 2025Q4: 17,674 shares; 2026Q1: 14,285 shares 14,285 $1.42M 0.03% -3,389 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: 9,328 shares; 2024Q4: 10,126 shares; 2025Q1: 14,602 shares; 2025Q2: 16,317 shares; 2025Q3: 15,631 shares; 2025Q4: 16,204 shares; 2026Q1: 15,981 shares 15,981 $1.41M 0.03% -223 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: 17,400 shares; 2024Q4: 17,567 shares; 2025Q1: 18,009 shares; 2025Q2: 18,421 shares; 2025Q3: 18,300 shares; 2025Q4: 20,126 shares; 2026Q1: 21,202 shares 21,202 $1.4M 0.03% +1,076 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: 42,436 shares; 2024Q4: 47,859 shares; 2025Q1: 48,874 shares; 2025Q2: 48,565 shares; 2025Q3: 48,471 shares; 2025Q4: 49,454 shares; 2026Q1: 47,865 shares 47,865 $1.39M 0.03% -1,589 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,254 shares; 2024Q4: 8,091 shares; 2025Q1: 7,549 shares; 2025Q2: 7,888 shares; 2025Q3: 9,193 shares; 2025Q4: 6,913 shares; 2026Q1: 6,786 shares 6,786 $1.38M 0.03% -127 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 5,637 shares; 2025Q1: 12,345 shares; 2025Q2: 12,251 shares; 2025Q3: 11,700 shares; 2025Q4: 11,551 shares; 2026Q1: 11,538 shares 11,538 $1.38M 0.03% -13 Timeline MGK 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: 646 shares; 2024Q4: 1,288 shares; 2025Q1: 1,289 shares; 2025Q2: 3,930 shares; 2025Q3: 3,891 shares; 2025Q4: 3,874 shares; 2026Q1: 3,746 shares 3,746 $1.38M 0.03% -128 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,577 shares; 2025Q1: 17,579 shares; 2025Q2: 20,292 shares; 2025Q3: 20,215 shares; 2025Q4: 36,563 shares; 2026Q1: 40,233 shares 40,233 $1.35M 0.03% +3,670 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,310 shares; 2025Q1: 6,462 shares; 2025Q2: 6,512 shares; 2025Q3: 6,436 shares; 2025Q4: 6,236 shares; 2026Q1: 5,641 shares 5,641 $1.35M 0.03% -595 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,705 shares; 2025Q1: 5,882 shares; 2025Q2: 5,903 shares; 2025Q3: 11,338 shares; 2025Q4: 11,184 shares; 2026Q1: 10,351 shares 10,351 $1.34M 0.03% -833 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 7,007 shares; 2025Q1: 8,093 shares; 2025Q2: 8,457 shares; 2025Q3: 7,876 shares; 2025Q4: 7,991 shares; 2026Q1: 8,121 shares 8,121 $1.34M 0.03% +130 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,292 shares; 2025Q1: 3,992 shares; 2025Q2: 3,993 shares; 2025Q3: 3,849 shares; 2025Q4: 3,909 shares; 2026Q1: 4,129 shares 4,129 $1.33M 0.03% +220 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,920 shares; 2024Q4: 23,922 shares; 2025Q1: 23,922 shares; 2025Q2: 41,716 shares; 2025Q3: 41,709 shares; 2025Q4: 41,714 shares; 2026Q1: 41,732 shares 41,732 $1.32M 0.03% +18 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 10,066 shares; 2025Q1: 10,701 shares; 2025Q2: 40,122 shares; 2025Q3: 23,013 shares; 2025Q4: 21,699 shares; 2026Q1: 18,822 shares 18,822 $1.32M 0.03% -2,877 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: not reported; 2024Q4: not reported; 2025Q1: 10,130 shares; 2025Q2: 7,708 shares; 2025Q3: 4,617 shares; 2025Q4: 3,658 shares; 2026Q1: 15,894 shares 15,894 $1.31M 0.03% +12,236 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 9,873 shares; 2025Q1: 10,282 shares; 2025Q2: 11,466 shares; 2025Q3: 13,728 shares; 2025Q4: 10,741 shares; 2026Q1: 10,855 shares 10,855 $1.31M 0.03% +114 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: 8,331 shares; 2024Q4: 7,710 shares; 2025Q1: 8,624 shares; 2025Q2: 8,653 shares; 2025Q3: 8,559 shares; 2025Q4: 8,444 shares; 2026Q1: 7,538 shares 7,538 $1.31M 0.03% -906 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: 71,502 shares; 2024Q4: 68,134 shares; 2025Q1: 53,781 shares; 2025Q2: 53,812 shares; 2025Q3: 52,115 shares; 2025Q4: 50,478 shares; 2026Q1: 46,478 shares 46,478 $1.31M 0.03% -4,000 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,683 shares; 2024Q4: 16,683 shares; 2025Q1: 16,683 shares; 2025Q2: 16,683 shares; 2025Q3: 16,846 shares; 2025Q4: 16,846 shares; 2026Q1: 16,846 shares 16,846 $1.29M 0.03% 0 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: 4,931 shares; 2024Q4: 4,548 shares; 2025Q1: 4,855 shares; 2025Q2: 4,499 shares; 2025Q3: 5,077 shares; 2025Q4: 5,170 shares; 2026Q1: 4,703 shares 4,703 $1.28M 0.03% -467 Timeline VT 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: 9,721 shares; 2024Q4: 9,145 shares; 2025Q1: 9,238 shares; 2025Q2: 9,111 shares; 2025Q3: 9,043 shares; 2025Q4: 9,046 shares; 2026Q1: 9,165 shares 9,165 $1.27M 0.03% +119 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 3,954 shares; 2025Q1: 3,841 shares; 2025Q2: 4,849 shares; 2025Q3: 4,451 shares; 2025Q4: 4,683 shares; 2026Q1: 4,387 shares 4,387 $1.26M 0.03% -296 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,179 shares; 2025Q1: 1,187 shares; 2025Q2: 1,208 shares; 2025Q3: 1,193 shares; 2025Q4: 1,169 shares; 2026Q1: 1,153 shares 1,153 $1.26M 0.03% -16 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,010 shares 13,010 $1.24M 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 7,744 shares; 2025Q1: 6,904 shares; 2025Q2: 6,905 shares; 2025Q3: 7,734 shares; 2025Q4: 5,898 shares; 2026Q1: 6,243 shares 6,243 $1.24M 0.03% +345 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,904 shares; 2025Q1: 1,877 shares; 2025Q2: 2,786 shares; 2025Q3: 2,558 shares; 2025Q4: 2,606 shares; 2026Q1: 2,610 shares 2,610 $1.23M 0.03% +4 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,382 shares; 2025Q1: 21,382 shares; 2025Q2: 22,056 shares; 2025Q3: 23,243 shares; 2025Q4: 32,182 shares; 2026Q1: 31,157 shares 31,157 $1.23M 0.03% -1,025 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: 32,456 shares; 2025Q1: 24,585 shares; 2025Q2: 24,984 shares; 2025Q3: 32,020 shares; 2025Q4: 32,348 shares; 2026Q1: 32,273 shares 32,273 $1.22M 0.03% -75 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: 19,366 shares; 2024Q4: 29,085 shares; 2025Q1: 18,513 shares; 2025Q2: 22,899 shares; 2025Q3: 22,891 shares; 2025Q4: 23,026 shares; 2026Q1: 23,424 shares 23,424 $1.22M 0.03% +398 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,418 shares; 2025Q2: 40,425 shares; 2025Q3: 20,493 shares; 2025Q4: 20,698 shares; 2026Q1: 20,568 shares 20,568 $1.21M 0.03% -130 Timeline DBEF 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: 29,327 shares; 2024Q4: 25,538 shares; 2025Q1: 25,346 shares; 2025Q2: 25,373 shares; 2025Q3: 25,373 shares; 2025Q4: 24,785 shares; 2026Q1: 24,521 shares 24,521 $1.21M 0.03% -264 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,710 shares; 2025Q1: 11,425 shares; 2025Q2: 9,887 shares; 2025Q3: 8,812 shares; 2025Q4: 9,450 shares; 2026Q1: 8,356 shares 8,356 $1.21M 0.03% -1,094 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 12,018 shares; 2025Q1: 17,173 shares; 2025Q2: 17,156 shares; 2025Q3: 16,806 shares; 2025Q4: 13,423 shares; 2026Q1: 12,813 shares 12,813 $1.2M 0.03% -610 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,972 shares; 2024Q4: 29,618 shares; 2025Q1: 27,370 shares; 2025Q2: 25,731 shares; 2025Q3: 25,874 shares; 2025Q4: 25,388 shares; 2026Q1: 25,304 shares 25,304 $1.19M 0.02% -84 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,802 shares; 2026Q1: 1,871 shares 1,871 $1.19M 0.02% +69 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,612 shares; 2025Q1: 6,355 shares; 2025Q2: 6,022 shares; 2025Q3: 6,050 shares; 2025Q4: 7,094 shares; 2026Q1: 6,520 shares 6,520 $1.19M 0.02% -574 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 15,228 shares; 2025Q1: 15,778 shares; 2025Q2: 15,757 shares; 2025Q3: 15,248 shares; 2025Q4: 14,950 shares; 2026Q1: 13,826 shares 13,826 $1.17M 0.02% -1,124 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: 12,605 shares; 2024Q4: 13,257 shares; 2025Q1: 13,871 shares; 2025Q2: 13,434 shares; 2025Q3: 13,524 shares; 2025Q4: 12,569 shares; 2026Q1: 12,117 shares 12,117 $1.17M 0.02% -452 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 7,929 shares; 2025Q1: 8,456 shares; 2025Q2: 7,798 shares; 2025Q3: 7,087 shares; 2025Q4: 7,225 shares; 2026Q1: 8,135 shares 8,135 $1.14M 0.02% +910 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,383 shares; 2024Q4: 410,791 shares; 2025Q1: 379,688 shares; 2025Q2: 368,135 shares; 2025Q3: 354,850 shares; 2025Q4: 357,408 shares; 2026Q1: 49,947 shares 49,947 $1.13M 0.02% -307,461 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: 7,796 shares; 2024Q4: 8,636 shares; 2025Q1: 9,802 shares; 2025Q2: 9,175 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 8,578 shares 8,578 $1.12M 0.02% -640 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,185 shares; 2025Q1: 4,044 shares; 2025Q2: 4,139 shares; 2025Q3: 4,524 shares; 2025Q4: 4,447 shares; 2026Q1: 4,461 shares 4,461 $1.12M 0.02% +14 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: 7,282 shares; 2024Q4: 29,133 shares; 2025Q1: 28,867 shares; 2025Q2: 32,648 shares; 2025Q3: 38,076 shares; 2025Q4: 38,080 shares; 2026Q1: 38,246 shares 38,246 $1.11M 0.02% +166 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 927 shares; 2025Q1: 926 shares; 2025Q2: 922 shares; 2025Q3: 926 shares; 2025Q4: 888 shares; 2026Q1: 883 shares 883 $1.11M 0.02% -5 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,526 shares; 2025Q1: 3,500 shares; 2025Q2: 4,598 shares; 2025Q3: 5,552 shares; 2025Q4: 5,259 shares; 2026Q1: 4,933 shares 4,933 $1.11M 0.02% -326 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,332 shares; 2025Q3: 18,544 shares; 2025Q4: 23,262 shares; 2026Q1: 31,092 shares 31,092 $1.1M 0.02% +7,830 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 18,707 shares; 2025Q1: 24,425 shares; 2025Q2: 24,770 shares; 2025Q3: 25,303 shares; 2025Q4: 24,621 shares; 2026Q1: 18,698 shares 18,698 $1.1M 0.02% -5,923 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: 4,480 shares; 2024Q4: 3,383 shares; 2025Q1: 3,259 shares; 2025Q2: 3,197 shares; 2025Q3: 3,800 shares; 2025Q4: 3,865 shares; 2026Q1: 3,760 shares 3,760 $1.1M 0.02% -105 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: 3,143 shares; 2024Q4: 3,072 shares; 2025Q1: 3,384 shares; 2025Q2: 3,400 shares; 2025Q3: 3,442 shares; 2025Q4: 3,463 shares; 2026Q1: 8,050 shares 8,050 $1.09M 0.02% +4,587 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 856 shares; 2025Q1: 3,570 shares; 2025Q2: 3,590 shares; 2025Q3: 3,278 shares; 2025Q4: 2,854 shares; 2026Q1: 2,515 shares 2,515 $1.09M 0.02% -339 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: 235 shares; 2024Q4: 236 shares; 2025Q1: 259 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 568 shares; 2026Q1: 629 shares 629 $1.09M 0.02% +61 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 13,985 shares; 2025Q1: 14,989 shares; 2025Q2: 14,989 shares; 2025Q3: 15,560 shares; 2025Q4: 15,523 shares; 2026Q1: 15,940 shares 15,940 $1.09M 0.02% +417 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 7,677 shares; 2025Q1: 6,563 shares; 2025Q2: 7,267 shares; 2025Q3: 34,453 shares; 2025Q4: 29,478 shares; 2026Q1: 27,648 shares 27,648 $1.06M 0.02% -1,830 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 14,523 shares; 2025Q1: 13,894 shares; 2025Q2: 14,143 shares; 2025Q3: 13,577 shares; 2025Q4: 13,566 shares; 2026Q1: 13,273 shares 13,273 $1.05M 0.02% -293 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: 10,456 shares; 2024Q4: 4,169 shares; 2025Q1: 4,179 shares; 2025Q2: 4,373 shares; 2025Q3: 4,396 shares; 2025Q4: 3,559 shares; 2026Q1: 3,551 shares 3,551 $1.05M 0.02% -8 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,301 shares; 2024Q4: 53,541 shares; 2025Q1: 56,298 shares; 2025Q2: 58,132 shares; 2025Q3: 54,278 shares; 2025Q4: 53,947 shares; 2026Q1: 52,911 shares 52,911 $1.04M 0.02% -1,036 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,372 shares; 2026Q1: 25,386 shares 25,386 $1.04M 0.02% +4,014 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,499 shares; 2025Q1: 4,500 shares; 2025Q2: 4,503 shares; 2025Q3: 4,518 shares; 2025Q4: 4,526 shares; 2026Q1: 4,317 shares 4,317 $1.03M 0.02% -209 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,587 shares; 2025Q1: 6,587 shares; 2025Q2: 6,588 shares; 2025Q3: 6,586 shares; 2025Q4: 6,587 shares; 2026Q1: 6,593 shares 6,593 $1.01M 0.02% +6 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: 21,298 shares; 2024Q4: 19,703 shares; 2025Q1: 17,611 shares; 2025Q2: 13,175 shares; 2025Q3: 9,954 shares; 2025Q4: 15,925 shares; 2026Q1: 16,446 shares 16,446 $1.01M 0.02% +521 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares; 2026Q1: 12,823 shares 12,823 $1M 0.02% -675 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: 5,334 shares; 2024Q4: 5,417 shares; 2025Q1: 13,501 shares; 2025Q2: 13,626 shares; 2025Q3: 13,118 shares; 2025Q4: 12,572 shares; 2026Q1: 11,889 shares 11,889 $995K 0.02% -683 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 14,073 shares; 2025Q1: 14,004 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 12,158 shares; 2026Q1: 12,382 shares 12,382 $974K 0.02% +224 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: 31,459 shares; 2024Q4: 31,905 shares; 2025Q1: 32,071 shares; 2025Q2: 32,052 shares; 2025Q3: 29,196 shares; 2025Q4: 29,075 shares; 2026Q1: 23,659 shares 23,659 $971K 0.02% -5,416 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 4,013 shares; 2025Q1: 4,474 shares; 2025Q2: 5,080 shares; 2025Q3: 4,960 shares; 2025Q4: 4,761 shares; 2026Q1: 4,721 shares 4,721 $963K 0.02% -40 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,221 shares; 2025Q2: 18,193 shares; 2025Q3: 19,609 shares; 2025Q4: 18,664 shares; 2026Q1: 18,293 shares 18,293 $950K 0.02% -371 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,440 shares; 2025Q1: 8,382 shares; 2025Q2: 8,470 shares; 2025Q3: 8,372 shares; 2025Q4: 8,482 shares; 2026Q1: 8,087 shares 8,087 $930K 0.02% -395 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,594 shares; 2026Q1: 18,925 shares 18,925 $906K 0.02% +4,331 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 29,235 shares; 2025Q1: 29,235 shares; 2025Q2: 29,235 shares; 2025Q3: 29,335 shares; 2025Q4: 29,338 shares; 2026Q1: 24,165 shares 24,165 $905K 0.02% -5,173 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,499 shares; 2024Q4: 19,500 shares; 2025Q1: 20,303 shares; 2025Q2: 19,532 shares; 2025Q3: 19,519 shares; 2025Q4: 19,521 shares; 2026Q1: 19,671 shares 19,671 $901K 0.02% +150 Timeline RSPT 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: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 19,912 shares; 2025Q4: 19,912 shares; 2026Q1: 19,912 shares 19,912 $901K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,094 shares; 2025Q1: 3,042 shares; 2025Q2: 3,060 shares; 2025Q3: 3,052 shares; 2025Q4: 2,812 shares; 2026Q1: 3,021 shares 3,021 $900K 0.02% +209 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,724 shares; 2025Q1: 1,708 shares; 2025Q2: 3,718 shares; 2025Q3: 1,845 shares; 2025Q4: 3,230 shares; 2026Q1: 3,206 shares 3,206 $895K 0.02% -24 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,272 shares 1,272 $894K 0.02% -23 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 8,959 shares; 2025Q1: 9,398 shares; 2025Q2: 9,029 shares; 2025Q3: 8,715 shares; 2025Q4: 8,221 shares; 2026Q1: 7,978 shares 7,978 $893K 0.02% -243 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,270 shares; 2024Q4: 15,963 shares; 2025Q1: 16,499 shares; 2025Q2: 15,845 shares; 2025Q3: 15,505 shares; 2025Q4: 13,732 shares; 2026Q1: 13,684 shares 13,684 $893K 0.02% -48 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 462 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 460 shares 460 $880K 0.02% -1 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: 4,246 shares; 2024Q4: 4,662 shares; 2025Q1: 4,140 shares; 2025Q2: 4,174 shares; 2025Q3: 4,167 shares; 2025Q4: 4,157 shares; 2026Q1: 4,163 shares 4,163 $880K 0.02% +6 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: 10,508 shares; 2024Q4: 10,117 shares; 2025Q1: 12,433 shares; 2025Q2: 11,014 shares; 2025Q3: 26,160 shares; 2025Q4: 18,169 shares; 2026Q1: 17,582 shares 17,582 $877K 0.02% -587 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,486 shares; 2024Q4: 9,509 shares; 2025Q1: 6,508 shares; 2025Q2: 6,488 shares; 2025Q3: 6,354 shares; 2025Q4: 7,021 shares; 2026Q1: 6,942 shares 6,942 $877K 0.02% -79 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 19,514 shares; 2025Q2: 19,527 shares; 2025Q3: 21,234 shares; 2025Q4: 27,111 shares; 2026Q1: 32,825 shares 32,825 $873K 0.02% +5,714 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,341 shares; 2025Q3: 3,345 shares; 2025Q4: 3,429 shares; 2026Q1: 2,435 shares 2,435 $872K 0.02% -994 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,191 shares; 2025Q2: 6,194 shares; 2025Q3: 6,265 shares; 2025Q4: 6,517 shares; 2026Q1: 6,208 shares 6,208 $871K 0.02% -309 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: 9,873 shares; 2025Q1: 9,873 shares; 2025Q2: 8,860 shares; 2025Q3: 8,861 shares; 2025Q4: 4,856 shares; 2026Q1: 3,501 shares 3,501 $855K 0.02% -1,355 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: 2,467 shares; 2024Q4: 2,545 shares; 2025Q1: 2,549 shares; 2025Q2: 2,553 shares; 2025Q3: 2,558 shares; 2025Q4: 2,563 shares; 2026Q1: 2,687 shares 2,687 $855K 0.02% +124 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 9,866 shares; 2025Q1: 9,441 shares; 2025Q2: 9,548 shares; 2025Q3: 8,930 shares; 2025Q4: 8,447 shares; 2026Q1: 8,108 shares 8,108 $852K 0.02% -339 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,219 shares; 2025Q1: 2,421 shares; 2025Q2: 2,620 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,693 shares 2,693 $845K 0.02% +68 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: 10,049 shares; 2024Q4: 12,016 shares; 2025Q1: 12,040 shares; 2025Q2: 11,330 shares; 2025Q3: 11,339 shares; 2025Q4: 11,001 shares; 2026Q1: 10,210 shares 10,210 $845K 0.02% -791 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 4,488 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,590 shares; 2025Q4: 4,581 shares; 2026Q1: 4,581 shares 4,581 $831K 0.02% 0 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: 10,942 shares; 2024Q4: 9,601 shares; 2025Q1: 10,107 shares; 2025Q2: 9,997 shares; 2025Q3: 9,756 shares; 2025Q4: 9,268 shares; 2026Q1: 8,487 shares 8,487 $829K 0.02% -781 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,323 shares; 2024Q4: 14,973 shares; 2025Q1: 14,274 shares; 2025Q2: 14,009 shares; 2025Q3: 13,765 shares; 2025Q4: 14,024 shares; 2026Q1: 13,578 shares 13,578 $829K 0.02% -446 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,387 shares; 2025Q1: 13,036 shares; 2025Q2: 13,666 shares; 2025Q3: 20,608 shares; 2025Q4: 16,962 shares; 2026Q1: 16,875 shares 16,875 $826K 0.02% -87 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: 40,165 shares; 2024Q4: 43,509 shares; 2025Q1: 49,177 shares; 2025Q2: 46,851 shares; 2025Q3: 41,424 shares; 2025Q4: 31,752 shares; 2026Q1: 28,757 shares 28,757 $826K 0.02% -2,995 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 12,788 shares 12,788 $821K 0.02% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,746 shares; 2026Q1: 23,769 shares 23,769 $821K 0.02% +13,023 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares 3,471 $820K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 1,930 shares; 2025Q1: 2,008 shares; 2025Q2: 2,006 shares; 2025Q3: 2,012 shares; 2025Q4: 2,033 shares; 2026Q1: 2,066 shares 2,066 $814K 0.02% +33 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: 1,221 shares; 2025Q2: 3,801 shares; 2025Q3: 4,303 shares; 2025Q4: 4,635 shares; 2026Q1: 4,439 shares 4,439 $810K 0.02% -196 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,670 shares; 2025Q1: 1,669 shares; 2025Q2: 1,420 shares; 2025Q3: 1,417 shares; 2025Q4: 1,424 shares; 2026Q1: 1,428 shares 1,428 $802K 0.02% +4 Timeline PCY 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: 48,524 shares; 2024Q4: 47,816 shares; 2025Q1: 46,484 shares; 2025Q2: 40,924 shares; 2025Q3: 40,133 shares; 2025Q4: 39,457 shares; 2026Q1: 38,349 shares 38,349 $801K 0.02% -1,108 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 5,779 shares; 2025Q1: 6,038 shares; 2025Q2: 6,123 shares; 2025Q3: 5,865 shares; 2025Q4: 5,702 shares; 2026Q1: 5,459 shares 5,459 $793K 0.02% -243 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: 8,778 shares; 2024Q4: 8,198 shares; 2025Q1: 8,566 shares; 2025Q2: 8,577 shares; 2025Q3: 6,022 shares; 2025Q4: 6,055 shares; 2026Q1: 5,865 shares 5,865 $793K 0.02% -190 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,416 shares; 2024Q4: 52,028 shares; 2025Q1: 52,981 shares; 2025Q2: 51,534 shares; 2025Q3: 40,414 shares; 2025Q4: 41,125 shares; 2026Q1: 41,025 shares 41,025 $792K 0.02% -100 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: 20,122 shares; 2024Q4: 19,727 shares; 2025Q1: 19,827 shares; 2025Q2: 19,285 shares; 2025Q3: 18,886 shares; 2025Q4: 18,578 shares; 2026Q1: 14,927 shares 14,927 $788K 0.02% -3,651 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 3,138 shares; 2025Q1: 3,210 shares; 2025Q2: 3,281 shares; 2025Q3: 2,876 shares; 2025Q4: 2,715 shares; 2026Q1: 2,677 shares 2,677 $784K 0.02% -38 Timeline SCHH 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: 35,311 shares; 2024Q4: 38,114 shares; 2025Q1: 33,212 shares; 2025Q2: 33,094 shares; 2025Q3: 35,015 shares; 2025Q4: 32,918 shares; 2026Q1: 35,942 shares 35,942 $772K 0.02% +3,024 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 8,453 shares; 2025Q1: 6,664 shares; 2025Q2: 7,006 shares; 2025Q3: 6,831 shares; 2025Q4: 6,937 shares; 2026Q1: 6,369 shares 6,369 $772K 0.02% -568 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,228 shares; 2026Q1: 21,531 shares 21,531 $769K 0.02% +1,303 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 11,108 shares; 2025Q1: 11,374 shares; 2025Q2: 11,799 shares; 2025Q3: 8,789 shares; 2025Q4: 8,730 shares; 2026Q1: 7,810 shares 7,810 $768K 0.02% -920 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,639 shares; 2024Q4: 21,785 shares; 2025Q1: 21,701 shares; 2025Q2: 21,691 shares; 2025Q3: 15,397 shares; 2025Q4: 13,241 shares; 2026Q1: 13,251 shares 13,251 $764K 0.02% +10 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,378 shares; 2025Q1: 1,374 shares; 2025Q2: 1,370 shares; 2025Q3: 1,357 shares; 2025Q4: 1,401 shares; 2026Q1: 1,416 shares 1,416 $764K 0.02% +15 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: 8,799 shares; 2024Q4: 8,261 shares; 2025Q1: 8,204 shares; 2025Q2: 8,228 shares; 2025Q3: 7,936 shares; 2025Q4: 7,948 shares; 2026Q1: 7,840 shares 7,840 $762K 0.02% -108 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 900 shares; 2025Q1: 1,401 shares; 2025Q2: 1,154 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,235 shares 1,235 $761K 0.02% +50 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,642 shares; 2025Q1: 1,695 shares; 2025Q2: 1,856 shares; 2025Q3: 2,046 shares; 2025Q4: 2,109 shares; 2026Q1: 2,119 shares 2,119 $761K 0.02% +10 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,532 shares; 2026Q1: 8,348 shares 8,348 $759K 0.02% -184 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: 36,173 shares; 2024Q4: 35,542 shares; 2025Q1: 37,145 shares; 2025Q2: 36,888 shares; 2025Q3: 38,244 shares; 2025Q4: 36,789 shares; 2026Q1: 39,317 shares 39,317 $755K 0.02% +2,528 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 851 shares; 2025Q3: 653 shares; 2025Q4: 980 shares; 2026Q1: 1,095 shares 1,095 $746K 0.02% +115 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 10,061 shares; 2025Q1: 10,354 shares; 2025Q2: 10,367 shares; 2025Q3: 10,460 shares; 2025Q4: 10,466 shares; 2026Q1: 9,961 shares 9,961 $741K 0.02% -505 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,674 shares; 2024Q4: 88,474 shares; 2025Q1: 91,067 shares; 2025Q2: 95,496 shares; 2025Q3: 95,770 shares; 2025Q4: 92,519 shares; 2026Q1: 91,762 shares 91,762 $738K 0.02% -757 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,486 shares; 2024Q4: 20,552 shares; 2025Q1: 20,403 shares; 2025Q2: 20,581 shares; 2025Q3: 20,600 shares; 2025Q4: 20,488 shares; 2026Q1: 20,534 shares 20,534 $733K 0.02% +46 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,095 shares; 2024Q4: 9,162 shares; 2025Q1: 8,864 shares; 2025Q2: 9,162 shares; 2025Q3: 9,451 shares; 2025Q4: 9,072 shares; 2026Q1: 8,852 shares 8,852 $730K 0.02% -220 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: 5,748 shares; 2024Q4: 5,500 shares; 2025Q1: 5,431 shares; 2025Q2: 5,418 shares; 2025Q3: 4,742 shares; 2025Q4: 6,567 shares; 2026Q1: 5,501 shares 5,501 $729K 0.02% -1,066 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,399 shares; 2025Q1: 3,603 shares; 2025Q2: 2,909 shares; 2025Q3: 2,982 shares; 2025Q4: 2,920 shares; 2026Q1: 2,944 shares 2,944 $727K 0.02% +24 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,597 shares; 2025Q1: 4,620 shares; 2025Q2: 4,667 shares; 2025Q3: 4,363 shares; 2025Q4: 4,400 shares; 2026Q1: 4,204 shares 4,204 $723K 0.02% -196 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,509 shares; 2024Q4: 10,632 shares; 2025Q1: 10,318 shares; 2025Q2: 10,096 shares; 2025Q3: 10,142 shares; 2025Q4: 10,162 shares; 2026Q1: 9,938 shares 9,938 $723K 0.02% -224 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 13,564 shares; 2025Q4: 30,634 shares; 2026Q1: 30,425 shares 30,425 $722K 0.02% -209 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: 1,310 shares; 2024Q4: 12,913 shares; 2025Q1: 15,594 shares; 2025Q2: 17,225 shares; 2025Q3: 16,557 shares; 2025Q4: 16,549 shares; 2026Q1: 15,870 shares 15,870 $719K 0.02% -679 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 9,658 shares; 2025Q1: 9,305 shares; 2025Q2: 9,466 shares; 2025Q3: 9,981 shares; 2025Q4: 7,324 shares; 2026Q1: 7,685 shares 7,685 $717K 0.02% +361 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,133 shares; 2024Q4: 10,629 shares; 2025Q1: 11,396 shares; 2025Q2: 11,110 shares; 2025Q3: 10,958 shares; 2025Q4: 11,235 shares; 2026Q1: 11,161 shares 11,161 $717K 0.02% -74 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518 $714K 0.01% new 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: 4,171 shares; 2024Q4: 4,106 shares; 2025Q1: 4,144 shares; 2025Q2: 3,445 shares; 2025Q3: 3,407 shares; 2025Q4: 3,511 shares; 2026Q1: 3,267 shares 3,267 $708K 0.01% -244 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,827 shares; 2025Q1: 1,771 shares; 2025Q2: 1,585 shares; 2025Q3: 1,535 shares; 2025Q4: 1,549 shares; 2026Q1: 1,694 shares 1,694 $706K 0.01% +145 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,857 shares; 2025Q1: 5,076 shares; 2025Q2: 5,018 shares; 2025Q3: 4,809 shares; 2025Q4: 4,550 shares; 2026Q1: 4,620 shares 4,620 $704K 0.01% +70 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: 8,383 shares; 2024Q4: 8,386 shares; 2025Q1: 8,404 shares; 2025Q2: 28,708 shares; 2025Q3: 11,454 shares; 2025Q4: 10,740 shares; 2026Q1: 10,004 shares 10,004 $704K 0.01% -736 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,762 shares; 2025Q3: 97,117 shares; 2025Q4: 65,829 shares; 2026Q1: 28,633 shares 28,633 $695K 0.01% -37,196 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: 3,167 shares; 2024Q4: 3,166 shares; 2025Q1: 2,681 shares; 2025Q2: 40,197 shares; 2025Q3: 40,007 shares; 2025Q4: 10,561 shares; 2026Q1: 7,466 shares 7,466 $689K 0.01% -3,095 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 7,385 shares; 2025Q1: 7,653 shares; 2025Q2: 6,811 shares; 2025Q3: 7,206 shares; 2025Q4: 6,772 shares; 2026Q1: 6,646 shares 6,646 $689K 0.01% -126 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: 4,825 shares; 2024Q4: 4,383 shares; 2025Q1: 5,526 shares; 2025Q2: 5,474 shares; 2025Q3: 5,410 shares; 2025Q4: 5,327 shares; 2026Q1: 4,653 shares 4,653 $682K 0.01% -674 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,529 shares; 2024Q4: 17,956 shares; 2025Q1: 18,862 shares; 2025Q2: 18,442 shares; 2025Q3: 17,092 shares; 2025Q4: 8,620 shares; 2026Q1: 7,519 shares 7,519 $680K 0.01% -1,101 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,291 shares; 2024Q4: 35,836 shares; 2025Q1: 34,532 shares; 2025Q2: 41,044 shares; 2025Q3: 41,706 shares; 2025Q4: 40,503 shares; 2026Q1: 39,993 shares 39,993 $679K 0.01% -510 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: 3,013 shares; 2024Q4: 2,983 shares; 2025Q1: 3,050 shares; 2025Q2: 3,056 shares; 2025Q3: 2,943 shares; 2025Q4: 2,919 shares; 2026Q1: 2,894 shares 2,894 $675K 0.01% -25 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: 4,142 shares; 2025Q2: 4,004 shares; 2025Q3: 3,605 shares; 2025Q4: 2,910 shares; 2026Q1: 2,489 shares 2,489 $674K 0.01% -421 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 7,955 shares; 2025Q1: 25,781 shares; 2025Q2: 31,975 shares; 2025Q3: 29,465 shares; 2025Q4: 27,955 shares; 2026Q1: 9,355 shares 9,355 $673K 0.01% -18,600 Timeline DFAR 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: 10,057 shares; 2024Q4: 10,071 shares; 2025Q1: not reported; 2025Q2: 12,101 shares; 2025Q3: 11,013 shares; 2025Q4: 28,987 shares; 2026Q1: 28,258 shares 28,258 $668K 0.01% -729 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: 513 shares; 2025Q4: 1,072 shares; 2026Q1: 1,199 shares 1,199 $658K 0.01% +127 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 619 shares; 2025Q1: 617 shares; 2025Q2: 620 shares; 2025Q3: 621 shares; 2025Q4: 622 shares; 2026Q1: 616 shares 616 $657K 0.01% -6 Timeline IBTG 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: 28,474 shares 28,474 $652K 0.01% new 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: 1,885 shares; 2024Q4: 1,881 shares; 2025Q1: 1,938 shares; 2025Q2: 2,312 shares; 2025Q3: 2,321 shares; 2025Q4: 2,209 shares; 2026Q1: 2,081 shares 2,081 $650K 0.01% -128 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 7,524 shares; 2025Q1: 7,855 shares; 2025Q2: 7,874 shares; 2025Q3: 7,533 shares; 2025Q4: 9,891 shares; 2026Q1: 7,002 shares 7,002 $649K 0.01% -2,889 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 8,981 shares; 2025Q4: 8,379 shares; 2026Q1: 7,915 shares 7,915 $638K 0.01% -464 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 8,550 shares; 2025Q1: 6,293 shares; 2025Q2: 6,182 shares; 2025Q3: 6,271 shares; 2025Q4: 8,506 shares; 2026Q1: 8,708 shares 8,708 $637K 0.01% +202 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: 5,652 shares; 2024Q4: 5,400 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,617 shares; 2025Q4: 5,144 shares; 2026Q1: 5,544 shares 5,544 $629K 0.01% +400 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,835 shares; 2024Q4: 25,494 shares; 2025Q1: 25,108 shares; 2025Q2: 27,004 shares; 2025Q3: 21,830 shares; 2025Q4: 20,760 shares; 2026Q1: 16,944 shares 16,944 $623K 0.01% -3,816 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 12,181 shares; 2026Q1: 11,916 shares 11,916 $622K 0.01% -265 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,687 shares; 2026Q1: 1,517 shares 1,517 $618K 0.01% -1,170 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,635 shares; 2025Q1: 3,636 shares; 2025Q2: 3,591 shares; 2025Q3: 3,668 shares; 2025Q4: 3,642 shares; 2026Q1: 3,596 shares 3,596 $616K 0.01% -46 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,401 shares; 2025Q1: 6,050 shares; 2025Q2: 6,044 shares; 2025Q3: 6,045 shares; 2025Q4: 6,073 shares; 2026Q1: 6,103 shares 6,103 $614K 0.01% +30 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,407 shares; 2025Q1: 1,401 shares; 2025Q2: 1,398 shares; 2025Q3: 1,365 shares; 2025Q4: 1,329 shares; 2026Q1: 1,382 shares 1,382 $614K 0.01% +53 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,123 shares; 2024Q4: 20,838 shares; 2025Q1: 20,607 shares; 2025Q2: 20,664 shares; 2025Q3: 20,637 shares; 2025Q4: 20,670 shares; 2026Q1: 18,263 shares 18,263 $605K 0.01% -2,407 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,808 shares; 2025Q1: 2,362 shares; 2025Q2: 2,340 shares; 2025Q3: 2,281 shares; 2025Q4: 2,136 shares; 2026Q1: 2,081 shares 2,081 $605K 0.01% -55 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: 3,635 shares; 2024Q4: 5,178 shares; 2025Q1: 5,734 shares; 2025Q2: 5,696 shares; 2025Q3: 4,941 shares; 2025Q4: 5,065 shares; 2026Q1: 2,409 shares 2,409 $604K 0.01% -2,656 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,064 shares 12,064 $603K 0.01% new Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 7,402 shares; 2025Q1: 7,729 shares; 2025Q2: 8,206 shares; 2025Q3: 8,122 shares; 2025Q4: 7,893 shares; 2026Q1: 7,914 shares 7,914 $600K 0.01% +21 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,562 shares; 2025Q1: 8,055 shares; 2025Q2: 8,468 shares; 2025Q3: 8,239 shares; 2025Q4: 8,240 shares; 2026Q1: 8,290 shares 8,290 $600K 0.01% +50 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: 3,623 shares; 2024Q4: 3,802 shares; 2025Q1: 3,545 shares; 2025Q2: 3,515 shares; 2025Q3: 3,282 shares; 2025Q4: 3,307 shares; 2026Q1: 2,864 shares 2,864 $596K 0.01% -443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,006 shares; 2025Q4: 32,739 shares; 2026Q1: 25,537 shares 25,537 $593K 0.01% -7,202 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 14,629 shares; 2025Q1: 15,017 shares; 2025Q2: 14,576 shares; 2025Q3: 15,547 shares; 2025Q4: 15,275 shares; 2026Q1: 15,930 shares 15,930 $593K 0.01% +655 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 20,621 shares; 2025Q1: 21,095 shares; 2025Q2: 20,333 shares; 2025Q3: 9,619 shares; 2025Q4: 10,364 shares; 2026Q1: 10,616 shares 10,616 $592K 0.01% +252 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,125 shares; 2025Q1: 3,025 shares; 2025Q2: 4,363 shares; 2025Q3: 4,123 shares; 2025Q4: 3,941 shares; 2026Q1: 4,057 shares 4,057 $589K 0.01% +116 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,387 shares; 2025Q1: 1,410 shares; 2025Q2: 1,391 shares; 2025Q3: 1,413 shares; 2025Q4: 1,405 shares; 2026Q1: 1,482 shares 1,482 $588K 0.01% +77 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,358 shares; 2024Q4: 41,582 shares; 2025Q1: 32,682 shares; 2025Q2: 21,861 shares; 2025Q3: 19,534 shares; 2025Q4: 24,512 shares; 2026Q1: 26,282 shares 26,282 $584K 0.01% +1,770 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: 4,016 shares; 2024Q4: 4,802 shares; 2025Q1: 6,746 shares; 2025Q2: 6,583 shares; 2025Q3: 6,305 shares; 2025Q4: 6,057 shares; 2026Q1: 5,706 shares 5,706 $583K 0.01% -351 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,345 shares 6,345 $581K 0.01% new 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: 2,618 shares; 2024Q4: 2,555 shares; 2025Q1: 2,571 shares; 2025Q2: 2,878 shares; 2025Q3: 2,905 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares 2,931 $581K 0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,131 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares 3,132 $580K 0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 33 shares; 2025Q3: 2 shares; 2025Q4: 14,903 shares; 2026Q1: 6,067 shares 6,067 $579K 0.01% -8,836 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: 3,748 shares; 2024Q4: 3,762 shares; 2025Q1: 3,770 shares; 2025Q2: 3,997 shares; 2025Q3: 4,008 shares; 2025Q4: 4,173 shares; 2026Q1: 3,574 shares 3,574 $578K 0.01% -599 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares 2,922 $576K 0.01% new Timeline VGK 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: 6,712 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 7,716 shares; 2025Q3: 7,716 shares; 2025Q4: 7,523 shares; 2026Q1: 6,961 shares 6,961 $574K 0.01% -562 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: 5,578 shares; 2025Q1: 7,770 shares; 2025Q2: 7,225 shares; 2025Q3: 4,468 shares; 2025Q4: 4,974 shares; 2026Q1: 4,660 shares 4,660 $572K 0.01% -314 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 2,605 shares; 2025Q1: 2,748 shares; 2025Q2: 2,633 shares; 2025Q3: 2,570 shares; 2025Q4: 2,526 shares; 2026Q1: 2,634 shares 2,634 $571K 0.01% +108 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 6,313 shares; 2025Q1: 7,300 shares; 2025Q2: 8,340 shares; 2025Q3: 8,216 shares; 2025Q4: 8,071 shares; 2026Q1: 7,832 shares 7,832 $570K 0.01% -239 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,003 shares; 2025Q2: 4,022 shares; 2025Q3: 4,044 shares; 2025Q4: 3,228 shares; 2026Q1: 2,737 shares 2,737 $569K 0.01% -491 Timeline DEM 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: 13,957 shares; 2024Q4: 13,321 shares; 2025Q1: 13,327 shares; 2025Q2: 12,907 shares; 2025Q3: 11,994 shares; 2025Q4: 11,922 shares; 2026Q1: 11,429 shares 11,429 $568K 0.01% -493 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: 6,525 shares; 2024Q4: 6,247 shares; 2025Q1: 6,862 shares; 2025Q2: 6,670 shares; 2025Q3: 7,660 shares; 2025Q4: 5,426 shares; 2026Q1: 6,042 shares 6,042 $568K 0.01% +616 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: 5,281 shares; 2024Q4: 2,294 shares; 2025Q1: 2,292 shares; 2025Q2: 2,230 shares; 2025Q3: 2,240 shares; 2025Q4: 2,165 shares; 2026Q1: 2,174 shares 2,174 $566K 0.01% +9 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 6,964 shares; 2025Q1: 7,394 shares; 2025Q2: 7,463 shares; 2025Q3: 7,307 shares; 2025Q4: 6,544 shares; 2026Q1: 6,869 shares 6,869 $564K 0.01% +325 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: 7,551 shares; 2024Q4: 7,410 shares; 2025Q1: 6,895 shares; 2025Q2: 6,866 shares; 2025Q3: 6,351 shares; 2025Q4: 7,743 shares; 2026Q1: 6,999 shares 6,999 $563K 0.01% -744 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 10,685 shares; 2025Q1: 10,613 shares; 2025Q2: 10,839 shares; 2025Q3: 10,888 shares; 2025Q4: 9,791 shares; 2026Q1: 9,620 shares 9,620 $562K 0.01% -171 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,956 shares; 2025Q4: 6,429 shares; 2026Q1: 6,670 shares 6,670 $558K 0.01% +241 Timeline SPTM 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: 7,026 shares; 2024Q4: 7,029 shares; 2025Q1: 7,032 shares; 2025Q2: 7,036 shares; 2025Q3: 7,039 shares; 2025Q4: 7,042 shares; 2026Q1: 7,045 shares 7,045 $557K 0.01% +3 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,294 shares 9,294 $553K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,635 shares; 2025Q1: 3,634 shares; 2025Q2: 3,740 shares; 2025Q3: 4,038 shares; 2025Q4: 3,317 shares; 2026Q1: 3,403 shares 3,403 $553K 0.01% +86 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: 1,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 2,815 shares; 2025Q4: 2,871 shares; 2026Q1: 2,871 shares 2,871 $551K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 12,211 shares; 2025Q1: 12,732 shares; 2025Q2: 11,688 shares; 2025Q3: 12,741 shares; 2025Q4: 12,495 shares; 2026Q1: 12,786 shares 12,786 $551K 0.01% +291 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 5,560 shares; 2025Q1: 5,599 shares; 2025Q2: 5,223 shares; 2025Q3: 5,198 shares; 2025Q4: 4,998 shares; 2026Q1: 5,148 shares 5,148 $550K 0.01% +150 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,566 shares; 2024Q4: 37,084 shares; 2025Q1: 34,726 shares; 2025Q2: 38,018 shares; 2025Q3: 27,981 shares; 2025Q4: 26,816 shares; 2026Q1: 26,418 shares 26,418 $547K 0.01% -398 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,550 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares 11,450 $546K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,568 shares; 2025Q1: 6,761 shares; 2025Q2: 6,758 shares; 2025Q3: 6,630 shares; 2025Q4: 7,164 shares; 2026Q1: 7,164 shares 7,164 $539K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,919 shares; 2024Q4: 15,889 shares; 2025Q1: 15,686 shares; 2025Q2: 14,134 shares; 2025Q3: 6,729 shares; 2025Q4: 6,783 shares; 2026Q1: 5,904 shares 5,904 $537K 0.01% -879 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,292 shares; 2025Q1: 9,224 shares; 2025Q2: 9,316 shares; 2025Q3: 14,593 shares; 2025Q4: 13,420 shares; 2026Q1: 7,990 shares 7,990 $536K 0.01% -5,430 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,675 shares; 2026Q1: 9,373 shares 9,373 $534K 0.01% -302 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,473 shares 28,473 $531K 0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,272 shares 21,272 $530K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,226 shares; 2025Q1: 11,650 shares; 2025Q2: 11,753 shares; 2025Q3: 9,975 shares; 2025Q4: 8,140 shares; 2026Q1: 7,399 shares 7,399 $528K 0.01% -741 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 9,395 shares; 2025Q1: 13,565 shares; 2025Q2: 14,617 shares; 2025Q3: 14,639 shares; 2025Q4: 13,805 shares; 2026Q1: 14,421 shares 14,421 $528K 0.01% +616 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,586 shares; 2026Q1: 4,622 shares 4,622 $512K 0.01% +36 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,600 shares; 2024Q4: 35,683 shares; 2025Q1: 35,683 shares; 2025Q2: 35,683 shares; 2025Q3: 35,683 shares; 2025Q4: 35,683 shares; 2026Q1: 35,683 shares 35,683 $510K 0.01% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: not reported; 2026Q1: 1,801 shares 1,801 $508K 0.01% new Timeline IBTH 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: 22,578 shares 22,578 $506K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: 24,218 shares; 2025Q1: 27,706 shares; 2025Q2: 22,739 shares; 2025Q3: 7,569 shares; 2025Q4: 5,575 shares; 2026Q1: 8,876 shares 8,876 $503K 0.01% +3,301 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: 16,277 shares; 2024Q4: 15,552 shares; 2025Q1: 16,015 shares; 2025Q2: 14,933 shares; 2025Q3: 13,047 shares; 2025Q4: 15,566 shares; 2026Q1: 13,502 shares 13,502 $502K 0.01% -2,064 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,638 shares; 2025Q1: 2,644 shares; 2025Q2: 2,579 shares; 2025Q3: 2,593 shares; 2025Q4: 2,531 shares; 2026Q1: 2,428 shares 2,428 $500K 0.01% -103 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares 3,002 $497K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,939 shares; 2026Q1: 2,028 shares 2,028 $496K 0.01% +89 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 924 shares; 2025Q4: 1,108 shares; 2026Q1: 1,288 shares 1,288 $494K 0.01% +180 Timeline IXN 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: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: 5,154 shares; 2025Q4: 5,141 shares; 2026Q1: 4,929 shares 4,929 $493K 0.01% -212 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 11,287 shares; 2025Q1: 9,708 shares; 2025Q2: 9,697 shares; 2025Q3: 9,259 shares; 2025Q4: 9,038 shares; 2026Q1: 9,013 shares 9,013 $488K 0.01% -25 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,938 shares; 2025Q1: 6,825 shares; 2025Q2: 6,377 shares; 2025Q3: 8,370 shares; 2025Q4: 4,973 shares; 2026Q1: 4,127 shares 4,127 $488K 0.01% -846 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,926 shares; 2025Q2: 3,929 shares; 2025Q3: 3,923 shares; 2025Q4: 3,948 shares; 2026Q1: 3,722 shares 3,722 $488K 0.01% -226 Timeline REET 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: 17,390 shares; 2024Q4: 17,049 shares; 2025Q1: 16,848 shares; 2025Q2: 15,764 shares; 2025Q3: 20,333 shares; 2025Q4: 21,008 shares; 2026Q1: 19,344 shares 19,344 $486K 0.01% -1,664 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,117 shares; 2025Q3: 5,119 shares; 2025Q4: 5,119 shares; 2026Q1: 5,113 shares 5,113 $484K 0.01% -6 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: not reported; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 4,595 shares; 2026Q1: 5,021 shares 5,021 $484K 0.01% +426 Timeline PRF 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: 7,380 shares; 2024Q4: 7,111 shares; 2025Q1: 7,127 shares; 2025Q2: 9,366 shares; 2025Q3: 9,772 shares; 2025Q4: 9,776 shares; 2026Q1: 10,146 shares 10,146 $482K 0.01% +370 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: 4,891 shares; 2024Q4: 3,589 shares; 2025Q1: 4,209 shares; 2025Q2: 4,215 shares; 2025Q3: 3,491 shares; 2025Q4: 3,552 shares; 2026Q1: 3,636 shares 3,636 $481K 0.01% +84 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 1,870 shares; 2025Q1: 3,037 shares; 2025Q2: 3,322 shares; 2025Q3: 3,315 shares; 2025Q4: 3,274 shares; 2026Q1: 2,928 shares 2,928 $481K 0.01% -346 Timeline AOA 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: 3,274 shares; 2025Q2: 4,327 shares; 2025Q3: 11,416 shares; 2025Q4: 9,207 shares; 2026Q1: 5,427 shares 5,427 $480K 0.01% -3,780 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,927 shares; 2024Q4: 11,714 shares; 2025Q1: 12,236 shares; 2025Q2: 11,847 shares; 2025Q3: 11,544 shares; 2025Q4: 11,555 shares; 2026Q1: 11,335 shares 11,335 $478K 0.01% -220 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 7,874 shares; 2025Q1: 8,060 shares; 2025Q2: 7,834 shares; 2025Q3: 7,902 shares; 2025Q4: 8,025 shares; 2026Q1: 8,465 shares 8,465 $477K 0.01% +440 Timeline URTH 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: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares 2,641 $475K 0.01% 0 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: 3,984 shares; 2024Q4: 3,996 shares; 2025Q1: 4,353 shares; 2025Q2: 4,200 shares; 2025Q3: 4,208 shares; 2025Q4: 4,601 shares; 2026Q1: 4,088 shares 4,088 $473K 0.01% -513 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,444 shares; 2024Q4: 9,724 shares; 2025Q1: 9,901 shares; 2025Q2: 9,761 shares; 2025Q3: 9,726 shares; 2025Q4: 9,775 shares; 2026Q1: 9,678 shares 9,678 $472K 0.01% -97 Timeline IWN 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: 1,371 shares; 2024Q4: 1,424 shares; 2025Q1: 1,625 shares; 2025Q2: 1,572 shares; 2025Q3: 2,383 shares; 2025Q4: 3,699 shares; 2026Q1: 2,472 shares 2,472 $469K 0.01% -1,227 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 23,407 shares; 2025Q1: 23,367 shares; 2025Q2: 23,358 shares; 2025Q3: 23,372 shares; 2025Q4: 23,207 shares; 2026Q1: 19,181 shares 19,181 $469K 0.01% -4,026 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 10,518 shares; 2025Q1: 8,525 shares; 2025Q2: 8,136 shares; 2025Q3: 8,791 shares; 2025Q4: 7,788 shares; 2026Q1: 8,483 shares 8,483 $468K 0.01% +695 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 3,694 shares; 2025Q1: 4,352 shares; 2025Q2: 4,355 shares; 2025Q3: 4,404 shares; 2025Q4: 4,405 shares; 2026Q1: 4,528 shares 4,528 $464K 0.01% +123 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,017 shares; 2024Q4: 9,944 shares; 2025Q1: 8,829 shares; 2025Q2: 8,809 shares; 2025Q3: 8,809 shares; 2025Q4: 8,773 shares; 2026Q1: 8,773 shares 8,773 $463K 0.01% 0 Timeline AOR 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: 11,781 shares; 2025Q4: 10,385 shares; 2026Q1: 7,193 shares 7,193 $463K 0.01% -3,192 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: 3,148 shares; 2024Q4: 9,487 shares; 2025Q1: 18,646 shares; 2025Q2: 18,687 shares; 2025Q3: 18,173 shares; 2025Q4: 14,852 shares; 2026Q1: 14,881 shares 14,881 $461K 0.01% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,507 shares; 2026Q1: 16,722 shares 16,722 $454K 0.01% +1,215 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: 1,596 shares; 2024Q4: 1,613 shares; 2025Q1: 1,659 shares; 2025Q2: 1,633 shares; 2025Q3: 2,629 shares; 2025Q4: 2,469 shares; 2026Q1: 2,090 shares 2,090 $453K 0.01% -379 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 5,644 shares; 2025Q1: 5,767 shares; 2025Q2: 5,705 shares; 2025Q3: 5,785 shares; 2025Q4: 5,805 shares; 2026Q1: 5,627 shares 5,627 $451K 0.01% -178 Timeline