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: 55,493 shares; 2024Q4: 61,207 shares; 2025Q1: 62,646 shares; 2025Q2: 63,871 shares; 2025Q3: 78,987 shares; 2025Q4: 81,172 shares; 2026Q1: 81,582 shares 81,582 $48.7M 7.19% +410 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: 65,412 shares; 2024Q4: 69,806 shares; 2025Q1: 75,166 shares; 2025Q2: 81,415 shares; 2025Q3: 89,958 shares; 2025Q4: 98,009 shares; 2026Q1: 104,357 shares 104,357 $45.6M 6.73% +6,348 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,938 shares; 2024Q4: 109,235 shares; 2025Q1: 124,465 shares; 2025Q2: 138,125 shares; 2025Q3: 161,714 shares; 2025Q4: 185,957 shares; 2026Q1: 196,004 shares 196,004 $38.5M 5.68% +10,047 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: 62,578 shares; 2024Q4: 68,789 shares; 2025Q1: 75,120 shares; 2025Q2: 82,570 shares; 2025Q3: 98,182 shares; 2025Q4: 109,070 shares; 2026Q1: 116,327 shares 116,327 $33.4M 4.93% +7,257 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: 145,560 shares; 2024Q4: 130,441 shares; 2025Q1: 128,441 shares; 2025Q2: 118,287 shares; 2025Q3: 114,243 shares; 2025Q4: 121,876 shares; 2026Q1: 122,000 shares 122,000 $31M 4.57% +124 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: 81,692 shares; 2024Q4: 81,463 shares; 2025Q1: 86,500 shares; 2025Q2: 87,893 shares; 2025Q3: 88,268 shares; 2025Q4: 96,743 shares; 2026Q1: 92,468 shares 92,468 $16.1M 2.38% -4,275 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: 37,967 shares; 2024Q4: 36,278 shares; 2025Q1: 36,437 shares; 2025Q2: 36,514 shares; 2025Q3: 37,368 shares; 2025Q4: 42,334 shares; 2026Q1: 43,050 shares 43,050 $15.9M 2.35% +716 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: 27,571 shares; 2024Q4: 29,522 shares; 2025Q1: 32,668 shares; 2025Q2: 38,108 shares; 2025Q3: 47,318 shares; 2025Q4: 52,700 shares; 2026Q1: 51,535 shares 51,535 $13.5M 1.99% -1,165 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: 37,192 shares; 2024Q4: 57,681 shares; 2025Q1: 63,139 shares; 2025Q2: 87,257 shares; 2025Q3: 110,567 shares; 2025Q4: 156,124 shares; 2026Q1: 163,398 shares 163,398 $12.6M 1.86% +7,274 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: 31,868 shares; 2024Q4: 29,536 shares; 2025Q1: 30,472 shares; 2025Q2: 30,217 shares; 2025Q3: 30,016 shares; 2025Q4: 40,678 shares; 2026Q1: 40,615 shares 40,615 $11.7M 1.72% -63 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 21,998 shares; 2025Q1: 22,249 shares; 2025Q2: 22,685 shares; 2025Q3: 22,391 shares; 2025Q4: 23,183 shares; 2026Q1: 23,285 shares 23,285 $11.2M 1.65% +102 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,225 shares; 2024Q4: 153,660 shares; 2025Q1: 155,059 shares; 2025Q2: 155,981 shares; 2025Q3: 156,210 shares; 2025Q4: 151,347 shares; 2026Q1: 151,159 shares 151,159 $9.46M 1.4% -188 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: 99,402 shares; 2024Q4: 104,170 shares; 2025Q1: 106,232 shares; 2025Q2: 110,850 shares; 2025Q3: 125,624 shares; 2025Q4: 135,734 shares; 2026Q1: 144,115 shares 144,115 $9.23M 1.36% +8,381 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: 33,101 shares; 2024Q4: 31,703 shares; 2025Q1: 31,625 shares; 2025Q2: 31,688 shares; 2025Q3: 31,754 shares; 2025Q4: 31,231 shares; 2026Q1: 30,725 shares 30,725 $9.04M 1.33% -506 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: 35,566 shares; 2024Q4: 33,329 shares; 2025Q1: 34,586 shares; 2025Q2: 34,879 shares; 2025Q3: 34,528 shares; 2025Q4: 41,394 shares; 2026Q1: 43,194 shares 43,194 $9M 1.33% +1,800 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,823 shares; 2024Q4: 67,176 shares; 2025Q1: 90,682 shares; 2025Q2: 110,479 shares; 2025Q3: 130,975 shares; 2025Q4: 153,194 shares; 2026Q1: 174,305 shares 174,305 $8.74M 1.29% +21,111 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: 30,516 shares; 2024Q4: 27,742 shares; 2025Q1: 28,703 shares; 2025Q2: 29,651 shares; 2025Q3: 26,750 shares; 2025Q4: 27,678 shares; 2026Q1: 27,675 shares 27,675 $8.57M 1.26% -3 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: 10,269 shares; 2024Q4: 9,477 shares; 2025Q1: 9,478 shares; 2025Q2: 9,779 shares; 2025Q3: 9,788 shares; 2025Q4: 10,593 shares; 2026Q1: 10,377 shares 10,377 $7.35M 1.08% -216 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,101 shares; 2024Q4: 26,799 shares; 2025Q1: 27,022 shares; 2025Q2: 27,465 shares; 2025Q3: 28,101 shares; 2025Q4: 28,029 shares; 2026Q1: 27,868 shares 27,868 $6.81M 1.01% -161 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: 37,509 shares; 2024Q4: 36,186 shares; 2025Q1: 37,540 shares; 2025Q2: 37,841 shares; 2025Q3: 35,783 shares; 2025Q4: 39,889 shares; 2026Q1: 40,100 shares 40,100 $6.8M 1% +211 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: 65,459 shares; 2024Q4: 67,682 shares; 2025Q1: 67,731 shares; 2025Q2: 68,186 shares; 2025Q3: 67,745 shares; 2025Q4: 67,369 shares; 2026Q1: 67,387 shares 67,387 $6.5M 0.96% +18 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: 59,639 shares; 2024Q4: 50,877 shares; 2025Q1: 53,071 shares; 2025Q2: 53,204 shares; 2025Q3: 54,198 shares; 2025Q4: 52,263 shares; 2026Q1: 50,964 shares 50,964 $6.33M 0.93% -1,299 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: 29,136 shares; 2024Q4: 39,802 shares; 2025Q1: 41,435 shares; 2025Q2: 45,100 shares; 2025Q3: 58,771 shares; 2025Q4: 70,424 shares; 2026Q1: 75,169 shares 75,169 $5.8M 0.86% +4,745 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: 6,399 shares; 2024Q4: 5,208 shares; 2025Q1: 5,174 shares; 2025Q2: 5,314 shares; 2025Q3: 5,234 shares; 2025Q4: 6,224 shares; 2026Q1: 6,224 shares 6,224 $5.72M 0.84% 0 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,040 shares; 2024Q4: 78,915 shares; 2025Q1: 78,915 shares; 2025Q2: 78,915 shares; 2025Q3: 78,878 shares; 2025Q4: 78,063 shares; 2026Q1: 78,063 shares 78,063 $5.69M 0.84% 0 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: 14,305 shares; 2024Q4: 14,571 shares; 2025Q1: 14,872 shares; 2025Q2: 15,438 shares; 2025Q3: 15,806 shares; 2025Q4: 16,953 shares; 2026Q1: 17,526 shares 17,526 $5.62M 0.83% +573 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,048 shares; 2024Q4: 21,275 shares; 2025Q1: 21,443 shares; 2025Q2: 22,248 shares; 2025Q3: 22,832 shares; 2025Q4: 23,664 shares; 2026Q1: 23,607 shares 23,607 $4.88M 0.72% -57 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: 15,254 shares; 2024Q4: 14,552 shares; 2025Q1: 14,566 shares; 2025Q2: 14,769 shares; 2025Q3: 14,476 shares; 2025Q4: 14,884 shares; 2026Q1: 14,821 shares 14,821 $4.87M 0.72% -63 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: 12,959 shares; 2024Q4: 12,544 shares; 2025Q1: 12,623 shares; 2025Q2: 12,586 shares; 2025Q3: 12,514 shares; 2025Q4: 12,539 shares; 2026Q1: 12,539 shares 12,539 $4.66M 0.69% 0 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: 13,410 shares; 2024Q4: 14,219 shares; 2025Q1: 14,776 shares; 2025Q2: 14,876 shares; 2025Q3: 14,797 shares; 2025Q4: 13,757 shares; 2026Q1: 12,877 shares 12,877 $4.4M 0.65% -880 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: 5,466 shares; 2024Q4: 6,206 shares; 2025Q1: 6,176 shares; 2025Q2: 6,357 shares; 2025Q3: 7,846 shares; 2025Q4: 8,970 shares; 2026Q1: 9,521 shares 9,521 $4.1M 0.6% +551 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: 16,851 shares; 2024Q4: 14,351 shares; 2025Q1: 14,174 shares; 2025Q2: 13,733 shares; 2025Q3: 14,465 shares; 2025Q4: 14,055 shares; 2026Q1: 14,055 shares 14,055 $4.03M 0.6% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,951 shares; 2025Q1: 4,558 shares; 2025Q2: 4,664 shares; 2025Q3: 5,310 shares; 2025Q4: 6,956 shares; 2026Q1: 6,919 shares 6,919 $3.96M 0.58% -37 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: 15,986 shares; 2024Q4: 15,353 shares; 2025Q1: 15,483 shares; 2025Q2: 14,840 shares; 2025Q3: 15,167 shares; 2025Q4: 17,366 shares; 2026Q1: 17,356 shares 17,356 $3.77M 0.56% -10 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: 5,350 shares; 2024Q4: 5,340 shares; 2025Q1: 5,332 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,375 shares; 2026Q1: 5,552 shares 5,552 $3.61M 0.53% +177 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $3.59M 0.53% +1 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: 5,771 shares; 2024Q4: 5,908 shares; 2025Q1: 5,899 shares; 2025Q2: 5,928 shares; 2025Q3: 6,069 shares; 2025Q4: 5,992 shares; 2026Q1: 6,204 shares 6,204 $3.58M 0.53% +212 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: 23,737 shares; 2024Q4: 22,787 shares; 2025Q1: 22,210 shares; 2025Q2: 22,224 shares; 2025Q3: 21,966 shares; 2025Q4: 23,707 shares; 2026Q1: 23,939 shares 23,939 $3.46M 0.51% +232 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: 3,414 shares; 2024Q4: 3,060 shares; 2025Q1: 3,071 shares; 2025Q2: 3,146 shares; 2025Q3: 3,147 shares; 2025Q4: 3,567 shares; 2026Q1: 3,432 shares 3,432 $3.42M 0.5% -135 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: 52,568 shares; 2024Q4: 52,594 shares; 2025Q1: 52,401 shares; 2025Q2: 53,077 shares; 2025Q3: 48,597 shares; 2025Q4: 85,942 shares; 2026Q1: 85,538 shares 85,538 $3.24M 0.48% -404 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: 51,827 shares; 2024Q4: 56,683 shares; 2025Q1: 55,897 shares; 2025Q2: 56,892 shares; 2025Q3: 59,543 shares; 2025Q4: 61,885 shares; 2026Q1: 64,823 shares 64,823 $3.23M 0.48% +2,938 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: 14,474 shares; 2024Q4: 13,875 shares; 2025Q1: 13,889 shares; 2025Q2: 15,945 shares; 2025Q3: 15,673 shares; 2025Q4: 16,596 shares; 2026Q1: 16,697 shares 16,697 $3.22M 0.48% +101 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: 11,585 shares; 2024Q4: 9,652 shares; 2025Q1: 9,692 shares; 2025Q2: 10,617 shares; 2025Q3: 10,502 shares; 2025Q4: 10,390 shares; 2026Q1: 10,550 shares 10,550 $3.19M 0.47% +160 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: 8,883 shares; 2024Q4: 8,400 shares; 2025Q1: 8,002 shares; 2025Q2: 8,006 shares; 2025Q3: 8,832 shares; 2025Q4: 12,535 shares; 2026Q1: 13,131 shares 13,131 $3.18M 0.47% +596 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: 52,133 shares; 2024Q4: 49,684 shares; 2025Q1: 48,099 shares; 2025Q2: 49,472 shares; 2025Q3: 57,125 shares; 2025Q4: 66,258 shares; 2026Q1: 58,293 shares 58,293 $3.15M 0.46% -7,965 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: 10,070 shares; 2024Q4: 20,145 shares; 2025Q1: 37,011 shares; 2025Q2: 70,148 shares; 2025Q3: 78,851 shares; 2025Q4: 81,870 shares; 2026Q1: 74,293 shares 74,293 $3.14M 0.46% -7,577 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: 24,821 shares; 2024Q4: 25,891 shares; 2025Q1: 27,490 shares; 2025Q2: 26,920 shares; 2025Q3: 27,358 shares; 2025Q4: 25,598 shares; 2026Q1: 22,098 shares 22,098 $3M 0.44% -3,500 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 23,419 shares; 2025Q1: 23,218 shares; 2025Q2: 23,748 shares; 2025Q3: 22,784 shares; 2025Q4: 22,646 shares; 2026Q1: 23,390 shares 23,390 $2.81M 0.42% +744 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: 54,687 shares; 2024Q4: 53,175 shares; 2025Q1: 54,213 shares; 2025Q2: 55,538 shares; 2025Q3: 56,048 shares; 2025Q4: 56,907 shares; 2026Q1: 57,533 shares 57,533 $2.8M 0.41% +626 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: 20,186 shares; 2024Q4: 23,091 shares; 2025Q1: 19,479 shares; 2025Q2: 22,916 shares; 2025Q3: 22,501 shares; 2025Q4: 28,590 shares; 2026Q1: 36,340 shares 36,340 $2.68M 0.39% +7,750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,287 shares; 2025Q4: 27,033 shares; 2026Q1: 32,272 shares 32,272 $2.67M 0.39% +5,239 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: 37,645 shares; 2024Q4: 37,488 shares; 2025Q1: 37,488 shares; 2025Q2: 37,488 shares; 2025Q3: 37,294 shares; 2025Q4: 37,294 shares; 2026Q1: 37,294 shares 37,294 $2.62M 0.39% 0 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: 4,600 shares; 2024Q4: 4,576 shares; 2025Q1: 4,552 shares; 2025Q2: 4,632 shares; 2025Q3: 4,538 shares; 2025Q4: 4,535 shares; 2026Q1: 4,506 shares 4,506 $2.54M 0.37% -29 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: 6,299 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,632 shares; 2025Q3: 6,632 shares; 2025Q4: 8,812 shares; 2026Q1: 8,872 shares 8,872 $2.52M 0.37% +60 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,147 shares; 2025Q1: 16,047 shares; 2025Q2: 15,725 shares; 2025Q3: 15,519 shares; 2025Q4: 15,680 shares; 2026Q1: 15,652 shares 15,652 $2.43M 0.36% -28 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: not reported; 2024Q4: 3,396 shares; 2025Q1: 13,110 shares; 2025Q2: 14,530 shares; 2025Q3: 12,217 shares; 2025Q4: 16,242 shares; 2026Q1: 16,418 shares 16,418 $2.4M 0.35% +176 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: 19,335 shares; 2024Q4: 20,082 shares; 2025Q1: 20,395 shares; 2025Q2: 20,751 shares; 2025Q3: 20,864 shares; 2025Q4: 29,545 shares; 2026Q1: 29,684 shares 29,684 $2.36M 0.35% +139 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 7,678 shares; 2025Q1: 7,678 shares; 2025Q2: 7,618 shares; 2025Q3: 7,593 shares; 2025Q4: 15,793 shares; 2026Q1: 16,093 shares 16,093 $2.35M 0.35% +300 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: 8,333 shares; 2024Q4: 8,323 shares; 2025Q1: 8,323 shares; 2025Q2: 8,324 shares; 2025Q3: 8,360 shares; 2025Q4: 10,325 shares; 2026Q1: 10,348 shares 10,348 $2.34M 0.35% +23 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: 2,182 shares; 2024Q4: 1,551 shares; 2025Q1: 1,561 shares; 2025Q2: 1,611 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,574 shares 1,574 $2.32M 0.34% -19 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 31,026 shares 31,026 $2.21M 0.33% +25,625 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: 8,208 shares; 2024Q4: 7,612 shares; 2025Q1: 7,617 shares; 2025Q2: 7,621 shares; 2025Q3: 7,600 shares; 2025Q4: 7,604 shares; 2026Q1: 7,558 shares 7,558 $2.2M 0.33% -46 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: 30,496 shares; 2024Q4: 27,666 shares; 2025Q1: 28,261 shares; 2025Q2: 27,838 shares; 2025Q3: 27,542 shares; 2025Q4: 27,545 shares; 2026Q1: 28,322 shares 28,322 $2.2M 0.32% +777 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: 16,787 shares; 2024Q4: 16,409 shares; 2025Q1: 16,570 shares; 2025Q2: 16,516 shares; 2025Q3: 16,235 shares; 2025Q4: 16,240 shares; 2026Q1: 16,246 shares 16,246 $2.13M 0.31% +6 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: 5,889 shares; 2024Q4: 4,668 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,692 shares; 2025Q4: 6,851 shares; 2026Q1: 6,893 shares 6,893 $2.08M 0.31% +42 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,941 shares; 2025Q1: 7,330 shares; 2025Q2: 8,038 shares; 2025Q3: 10,069 shares; 2025Q4: 10,573 shares; 2026Q1: 11,097 shares 11,097 $2.04M 0.3% +524 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: 25,887 shares; 2024Q4: 24,770 shares; 2025Q1: 24,786 shares; 2025Q2: 26,458 shares; 2025Q3: 25,461 shares; 2025Q4: 25,464 shares; 2026Q1: 26,631 shares 26,631 $2.03M 0.3% +1,167 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: 2,620 shares; 2024Q4: 2,710 shares; 2025Q1: 2,780 shares; 2025Q2: 2,839 shares; 2025Q3: 2,848 shares; 2025Q4: 3,993 shares; 2026Q1: 4,044 shares 4,044 $2M 0.3% +51 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: 2,414 shares; 2024Q4: 2,469 shares; 2025Q1: 4,580 shares; 2025Q2: 5,729 shares; 2025Q3: 5,783 shares; 2025Q4: 5,853 shares; 2026Q1: 5,713 shares 5,713 $1.93M 0.28% -140 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: 10,919 shares; 2024Q4: 8,606 shares; 2025Q1: 8,607 shares; 2025Q2: 8,857 shares; 2025Q3: 8,917 shares; 2025Q4: 17,013 shares; 2026Q1: 17,014 shares 17,014 $1.93M 0.28% +1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 7,973 shares; 2025Q1: 7,973 shares; 2025Q2: 8,244 shares; 2025Q3: 8,048 shares; 2025Q4: 9,549 shares; 2026Q1: 9,469 shares 9,469 $1.92M 0.28% -80 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: 8,937 shares; 2024Q4: 7,709 shares; 2025Q1: 7,891 shares; 2025Q2: 7,858 shares; 2025Q3: 7,729 shares; 2025Q4: 7,651 shares; 2026Q1: 7,722 shares 7,722 $1.91M 0.28% +71 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 5,497 shares; 2025Q1: 5,789 shares; 2025Q2: 6,239 shares; 2025Q3: 7,316 shares; 2025Q4: 6,998 shares; 2026Q1: 7,331 shares 7,331 $1.89M 0.28% +333 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: 7,126 shares; 2024Q4: 9,509 shares; 2025Q1: 10,527 shares; 2025Q2: 12,653 shares; 2025Q3: 19,837 shares; 2025Q4: 22,167 shares; 2026Q1: 23,841 shares 23,841 $1.87M 0.28% +1,674 Timeline VONE 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: 6,466 shares; 2024Q4: 6,366 shares; 2025Q1: 6,366 shares; 2025Q2: 6,296 shares; 2025Q3: 6,288 shares; 2025Q4: 6,246 shares; 2026Q1: 6,246 shares 6,246 $1.84M 0.27% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,572 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 2,042 shares; 2025Q4: 19,320 shares; 2026Q1: 19,160 shares 19,160 $1.84M 0.27% -160 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: 59,309 shares; 2024Q4: 59,606 shares; 2025Q1: 59,156 shares; 2025Q2: 59,190 shares; 2025Q3: 51,425 shares; 2025Q4: 92,354 shares; 2026Q1: 92,313 shares 92,313 $1.78M 0.26% -41 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: 24,582 shares; 2024Q4: 23,662 shares; 2025Q1: 23,732 shares; 2025Q2: 25,377 shares; 2025Q3: 24,906 shares; 2025Q4: 25,348 shares; 2026Q1: 26,965 shares 26,965 $1.78M 0.26% +1,617 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: 23,944 shares; 2024Q4: 19,959 shares; 2025Q1: 20,294 shares; 2025Q2: 20,556 shares; 2025Q3: 20,172 shares; 2025Q4: 19,916 shares; 2026Q1: 19,827 shares 19,827 $1.76M 0.26% -89 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: 8,653 shares; 2024Q4: 6,307 shares; 2025Q1: 6,373 shares; 2025Q2: 6,739 shares; 2025Q3: 6,737 shares; 2025Q4: 6,457 shares; 2026Q1: 6,457 shares 6,457 $1.75M 0.26% 0 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: 13,685 shares; 2024Q4: 14,557 shares; 2025Q1: 14,557 shares; 2025Q2: 14,328 shares; 2025Q3: 12,777 shares; 2025Q4: 13,504 shares; 2026Q1: 18,425 shares 18,425 $1.71M 0.25% +4,921 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: 10,294 shares; 2024Q4: 10,256 shares; 2025Q1: 10,105 shares; 2025Q2: 9,855 shares; 2025Q3: 9,978 shares; 2025Q4: 9,987 shares; 2026Q1: 10,196 shares 10,196 $1.68M 0.25% +209 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: 11,766 shares; 2024Q4: 11,286 shares; 2025Q1: 10,661 shares; 2025Q2: 11,103 shares; 2025Q3: 9,982 shares; 2025Q4: 10,791 shares; 2026Q1: 10,682 shares 10,682 $1.66M 0.24% -109 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: 10,651 shares; 2024Q4: 12,129 shares; 2025Q1: 12,662 shares; 2025Q2: 13,319 shares; 2025Q3: 12,675 shares; 2025Q4: 12,774 shares; 2026Q1: 12,767 shares 12,767 $1.64M 0.24% -7 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: 8,085 shares; 2024Q4: 6,877 shares; 2025Q1: 6,878 shares; 2025Q2: 7,132 shares; 2025Q3: 6,700 shares; 2025Q4: 6,701 shares; 2026Q1: 6,738 shares 6,738 $1.63M 0.24% +37 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: 10,609 shares; 2024Q4: 8,560 shares; 2025Q1: 8,720 shares; 2025Q2: 7,550 shares; 2025Q3: 9,564 shares; 2025Q4: 9,829 shares; 2026Q1: 9,855 shares 9,855 $1.63M 0.24% +26 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,536 shares; 2024Q4: 59,736 shares; 2025Q1: 59,699 shares; 2025Q2: 64,196 shares; 2025Q3: 64,436 shares; 2025Q4: 60,542 shares; 2026Q1: 61,542 shares 61,542 $1.61M 0.24% +1,000 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: 7,613 shares; 2024Q4: 7,243 shares; 2025Q1: 7,243 shares; 2025Q2: 7,172 shares; 2025Q3: 7,066 shares; 2025Q4: 6,806 shares; 2026Q1: 6,579 shares 6,579 $1.6M 0.24% -227 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: 20,500 shares; 2024Q4: 19,330 shares; 2025Q1: 19,904 shares; 2025Q2: 17,780 shares; 2025Q3: 17,213 shares; 2025Q4: 16,978 shares; 2026Q1: 17,072 shares 17,072 $1.59M 0.23% +94 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: 8,301 shares; 2024Q4: 8,315 shares; 2025Q1: 8,262 shares; 2025Q2: 8,324 shares; 2025Q3: 8,342 shares; 2025Q4: 8,373 shares; 2026Q1: 8,599 shares 8,599 $1.57M 0.23% +226 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: 10,155 shares; 2024Q4: 8,966 shares; 2025Q1: 10,541 shares; 2025Q2: 11,054 shares; 2025Q3: 10,739 shares; 2025Q4: 10,574 shares; 2026Q1: 10,524 shares 10,524 $1.55M 0.23% -50 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: 8,074 shares; 2024Q4: 8,189 shares; 2025Q1: 7,987 shares; 2025Q2: 7,989 shares; 2025Q3: 7,928 shares; 2025Q4: 7,928 shares; 2026Q1: 7,928 shares 7,928 $1.54M 0.23% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,870 shares; 2024Q4: 50,397 shares; 2025Q1: 50,327 shares; 2025Q2: 51,130 shares; 2025Q3: 47,718 shares; 2025Q4: 52,213 shares; 2026Q1: 52,349 shares 52,349 $1.52M 0.22% +136 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: 18,116 shares; 2024Q4: 15,116 shares; 2025Q1: 15,042 shares; 2025Q2: 14,238 shares; 2025Q3: 13,833 shares; 2025Q4: 13,668 shares; 2026Q1: 13,544 shares 13,544 $1.49M 0.22% -124 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 1,954 shares; 2025Q2: 2,673 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,341 shares 2,341 $1.41M 0.21% +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: 11,082 shares; 2024Q4: 11,338 shares; 2025Q1: 11,322 shares; 2025Q2: 11,725 shares; 2025Q3: 11,526 shares; 2025Q4: 23,050 shares; 2026Q1: 23,055 shares 23,055 $1.41M 0.21% +5 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: 17,169 shares; 2024Q4: 15,046 shares; 2025Q1: 15,083 shares; 2025Q2: 15,245 shares; 2025Q3: 14,889 shares; 2025Q4: 14,684 shares; 2026Q1: 14,304 shares 14,304 $1.38M 0.2% -380 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,079 shares; 2024Q4: 57,307 shares; 2025Q1: 51,412 shares; 2025Q2: 47,515 shares; 2025Q3: 44,024 shares; 2025Q4: 39,176 shares; 2026Q1: 30,677 shares 30,677 $1.38M 0.2% -8,499 Timeline VTEI 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: 5,354 shares; 2024Q4: 7,741 shares; 2025Q1: 8,221 shares; 2025Q2: 8,308 shares; 2025Q3: 11,549 shares; 2025Q4: 15,175 shares; 2026Q1: 13,767 shares 13,767 $1.38M 0.2% -1,408 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 8,843 shares; 2025Q1: 8,844 shares; 2025Q2: 8,795 shares; 2025Q3: 8,796 shares; 2025Q4: 18,147 shares; 2026Q1: 18,148 shares 18,148 $1.37M 0.2% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,678 shares; 2025Q1: 3,637 shares; 2025Q2: 3,908 shares; 2025Q3: 3,932 shares; 2025Q4: 4,283 shares; 2026Q1: 4,299 shares 4,299 $1.34M 0.2% +16 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: 30,219 shares; 2024Q4: 30,256 shares; 2025Q1: 30,312 shares; 2025Q2: 32,762 shares; 2025Q3: 32,812 shares; 2025Q4: 32,333 shares; 2026Q1: 32,376 shares 32,376 $1.33M 0.2% +43 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 4,809 shares; 2025Q1: 4,810 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,837 shares; 2026Q1: 4,798 shares 4,798 $1.31M 0.19% -39 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: 4,831 shares; 2024Q4: 3,962 shares; 2025Q1: 3,947 shares; 2025Q2: 3,986 shares; 2025Q3: 3,952 shares; 2025Q4: 3,938 shares; 2026Q1: 3,798 shares 3,798 $1.3M 0.19% -140 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: 6,320 shares; 2024Q4: 6,570 shares; 2025Q1: 6,570 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,270 shares; 2026Q1: 6,345 shares 6,345 $1.29M 0.19% +75 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: 30,462 shares; 2024Q4: 29,528 shares; 2025Q1: 30,006 shares; 2025Q2: 32,060 shares; 2025Q3: 30,505 shares; 2025Q4: 25,393 shares; 2026Q1: 25,543 shares 25,543 $1.28M 0.19% +150 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: 5,517 shares; 2024Q4: 5,855 shares; 2025Q1: 6,139 shares; 2025Q2: 6,276 shares; 2025Q3: 6,307 shares; 2025Q4: 6,063 shares; 2026Q1: 6,104 shares 6,104 $1.28M 0.19% +41 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: 7,460 shares; 2024Q4: 5,770 shares; 2025Q1: 5,817 shares; 2025Q2: 5,727 shares; 2025Q3: 5,280 shares; 2025Q4: 5,255 shares; 2026Q1: 5,302 shares 5,302 $1.25M 0.18% +47 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 7,973 shares; 2025Q1: 8,103 shares; 2025Q2: 7,995 shares; 2025Q3: 7,998 shares; 2025Q4: 8,001 shares; 2026Q1: 8,003 shares 8,003 $1.24M 0.18% +2 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: 32,802 shares; 2024Q4: 33,126 shares; 2025Q1: 34,457 shares; 2025Q2: 42,316 shares; 2025Q3: 41,831 shares; 2025Q4: 38,439 shares; 2026Q1: 43,573 shares 43,573 $1.22M 0.18% +5,134 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: 3,528 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,992 shares; 2025Q4: 4,084 shares; 2026Q1: 4,085 shares 4,085 $1.22M 0.18% +1 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: 1,428 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,848 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares 1,788 $1.22M 0.18% 0 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: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 9,533 shares; 2025Q2: 9,138 shares; 2025Q3: 9,123 shares; 2025Q4: 9,093 shares; 2026Q1: 8,713 shares 8,713 $1.21M 0.18% -380 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: 39,691 shares; 2024Q4: 50,691 shares; 2025Q1: 50,694 shares; 2025Q2: 50,698 shares; 2025Q3: 50,704 shares; 2025Q4: 50,708 shares; 2026Q1: 50,958 shares 50,958 $1.21M 0.18% +250 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: 3,706 shares; 2024Q4: 3,854 shares; 2025Q1: 3,856 shares; 2025Q2: 3,927 shares; 2025Q3: 3,744 shares; 2025Q4: 3,729 shares; 2026Q1: 3,649 shares 3,649 $1.19M 0.18% -80 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares 1,339 $1.17M 0.17% 0 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: 2,419 shares; 2024Q4: 2,595 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 3,971 shares; 2025Q4: 5,131 shares; 2026Q1: 5,320 shares 5,320 $1.14M 0.17% +189 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: 997 shares; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 808 shares; 2025Q4: 1,304 shares; 2026Q1: 1,320 shares 1,320 $1.12M 0.16% +16 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,259 shares; 2025Q3: 14,953 shares; 2025Q4: 22,546 shares; 2026Q1: 23,775 shares 23,775 $1.08M 0.16% +1,229 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: 1,080 shares; 2024Q4: 959 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,260 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares 1,252 $1.08M 0.16% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 4,782 shares; 2025Q1: 4,666 shares; 2025Q2: 5,194 shares; 2025Q3: 5,099 shares; 2025Q4: 5,089 shares; 2026Q1: 5,097 shares 5,097 $1.06M 0.16% +8 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 19,606 shares; 2025Q1: 19,769 shares; 2025Q2: 20,362 shares; 2025Q3: 21,777 shares; 2025Q4: 23,463 shares; 2026Q1: 23,703 shares 23,703 $1.05M 0.15% +240 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 10,200 shares; 2026Q1: 10,200 shares 10,200 $1.04M 0.15% 0 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: 8,566 shares; 2024Q4: 8,404 shares; 2025Q1: 8,562 shares; 2025Q2: 9,042 shares; 2025Q3: 9,271 shares; 2025Q4: 11,276 shares; 2026Q1: 11,315 shares 11,315 $1.02M 0.15% +39 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: 9,525 shares; 2024Q4: 9,805 shares; 2025Q1: 10,085 shares; 2025Q2: 9,881 shares; 2025Q3: 9,892 shares; 2025Q4: 9,905 shares; 2026Q1: 9,915 shares 9,915 $1.01M 0.15% +10 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: 3,715 shares; 2024Q4: 3,325 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,135 shares; 2025Q4: 3,355 shares; 2026Q1: 3,336 shares 3,336 $977K 0.14% -19 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: 4,761 shares; 2024Q4: 4,843 shares; 2025Q1: 4,890 shares; 2025Q2: 5,197 shares; 2025Q3: 5,190 shares; 2025Q4: 4,990 shares; 2026Q1: 4,873 shares 4,873 $970K 0.14% -117 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: 16,934 shares; 2024Q4: 15,811 shares; 2025Q1: 15,812 shares; 2025Q2: 15,920 shares; 2025Q3: 16,610 shares; 2025Q4: 16,626 shares; 2026Q1: 16,766 shares 16,766 $966K 0.14% +140 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: 1,559 shares; 2024Q4: 1,559 shares; 2025Q1: 1,565 shares; 2025Q2: 1,517 shares; 2025Q3: 1,567 shares; 2025Q4: 1,488 shares; 2026Q1: 1,470 shares 1,470 $960K 0.14% -18 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: 27,322 shares; 2024Q4: 24,370 shares; 2025Q1: 24,370 shares; 2025Q2: 24,370 shares; 2025Q3: 17,797 shares; 2025Q4: 17,512 shares; 2026Q1: 17,498 shares 17,498 $947K 0.14% -14 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: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,269 shares 3,269 $938K 0.14% -40 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: 1,510 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,499 shares; 2025Q4: 2,586 shares; 2026Q1: 2,611 shares 2,611 $934K 0.14% +25 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,407 shares 27,407 $928K 0.14% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares; 2026Q1: 4,242 shares 4,242 $928K 0.14% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $915K 0.14% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11,353 shares; 2025Q1: 14,401 shares; 2025Q2: 15,014 shares; 2025Q3: 15,459 shares; 2025Q4: 15,053 shares; 2026Q1: 15,053 shares 15,053 $913K 0.13% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,242 shares; 2024Q4: 8,368 shares; 2025Q1: 8,197 shares; 2025Q2: 10,483 shares; 2025Q3: 10,486 shares; 2025Q4: 10,451 shares; 2026Q1: 10,527 shares 10,527 $897K 0.13% +76 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: 1,619 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,813 shares 1,813 $891K 0.13% +14 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: 5,979 shares; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares; 2025Q2: 6,019 shares; 2025Q3: 5,794 shares; 2025Q4: 5,794 shares; 2026Q1: 5,794 shares 5,794 $885K 0.13% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 11,804 shares; 2025Q1: 11,813 shares; 2025Q2: 11,825 shares; 2025Q3: 11,835 shares; 2025Q4: 11,842 shares; 2026Q1: 11,852 shares 11,852 $883K 0.13% +10 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: 795 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,678 shares 2,678 $880K 0.13% +31 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,558 shares; 2025Q4: 1,550 shares; 2026Q1: 1,562 shares 1,562 $858K 0.13% +12 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: 11,554 shares; 2024Q4: 11,408 shares; 2025Q1: 11,474 shares; 2025Q2: 11,536 shares; 2025Q3: 11,599 shares; 2025Q4: 11,666 shares; 2026Q1: 11,724 shares 11,724 $853K 0.13% +58 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: 37,842 shares; 2024Q4: 35,664 shares; 2025Q1: 38,095 shares; 2025Q2: 38,361 shares; 2025Q3: 37,593 shares; 2025Q4: 29,512 shares; 2026Q1: 29,183 shares 29,183 $838K 0.12% -329 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,384 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares 2,384 $823K 0.12% 0 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: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 3,155 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,780 shares 2,780 $821K 0.12% +25 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,186 shares; 2025Q2: 3,059 shares; 2025Q3: 3,033 shares; 2025Q4: 2,834 shares; 2026Q1: 2,813 shares 2,813 $817K 0.12% -21 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,833 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 4,683 shares; 2025Q4: 4,678 shares; 2026Q1: 4,678 shares 4,678 $807K 0.12% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,309 shares; 2025Q3: 6,009 shares; 2025Q4: 6,009 shares; 2026Q1: 6,009 shares 6,009 $793K 0.12% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,482 shares; 2024Q4: 14,775 shares; 2025Q1: 15,697 shares; 2025Q2: 16,062 shares; 2025Q3: 15,344 shares; 2025Q4: 15,129 shares; 2026Q1: 15,197 shares 15,197 $781K 0.12% +68 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: 16,072 shares; 2024Q4: 13,872 shares; 2025Q1: 14,042 shares; 2025Q2: 14,176 shares; 2025Q3: 14,107 shares; 2025Q4: 14,056 shares; 2026Q1: 14,056 shares 14,056 $742K 0.11% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,412 shares; 2025Q1: 2,413 shares; 2025Q2: 2,303 shares; 2025Q3: 2,186 shares; 2025Q4: 2,037 shares; 2026Q1: 2,077 shares 2,077 $740K 0.11% +40 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: 3,785 shares; 2024Q4: 3,786 shares; 2025Q1: 3,787 shares; 2025Q2: 3,790 shares; 2025Q3: 3,792 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares 3,565 $739K 0.11% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,208 shares; 2025Q1: 3,209 shares; 2025Q2: 3,214 shares; 2025Q3: 3,216 shares; 2025Q4: 3,216 shares; 2026Q1: 3,217 shares 3,217 $739K 0.11% +1 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: 2,390 shares; 2024Q4: 2,574 shares; 2025Q1: 3,246 shares; 2025Q2: 3,306 shares; 2025Q3: 3,956 shares; 2025Q4: 3,878 shares; 2026Q1: 3,928 shares 3,928 $733K 0.11% +50 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: 2,324 shares; 2024Q4: 1,457 shares; 2025Q1: 1,442 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $719K 0.11% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 11,190 shares; 2025Q1: 12,027 shares; 2025Q2: 12,027 shares; 2025Q3: 11,480 shares; 2025Q4: 11,705 shares; 2026Q1: 11,705 shares 11,705 $716K 0.11% 0 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: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 10,877 shares; 2025Q2: 11,494 shares; 2025Q3: 6,320 shares; 2025Q4: 6,320 shares; 2026Q1: 6,320 shares 6,320 $715K 0.11% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 10,381 shares; 2025Q1: 10,381 shares; 2025Q2: 10,381 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $714K 0.11% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,093 shares; 2024Q4: 15,293 shares; 2025Q1: 15,293 shares; 2025Q2: 15,409 shares; 2025Q3: 15,437 shares; 2025Q4: 15,293 shares; 2026Q1: 15,293 shares 15,293 $713K 0.11% 0 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: 8,160 shares; 2024Q4: 7,280 shares; 2025Q1: 7,281 shares; 2025Q2: 7,281 shares; 2025Q3: 7,507 shares; 2025Q4: 6,782 shares; 2026Q1: 6,941 shares 6,941 $713K 0.11% +159 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 11,146 shares; 2025Q1: 11,173 shares; 2025Q2: 11,200 shares; 2025Q3: 11,228 shares; 2025Q4: 10,676 shares; 2026Q1: 10,702 shares 10,702 $711K 0.1% +26 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: 5,653 shares; 2024Q4: 9,720 shares; 2025Q1: 10,054 shares; 2025Q2: 10,109 shares; 2025Q3: 10,054 shares; 2025Q4: 9,818 shares; 2026Q1: 9,818 shares 9,818 $706K 0.1% 0 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: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares 2,204 $701K 0.1% 0 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: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,534 shares; 2025Q2: 3,534 shares; 2025Q3: 3,542 shares; 2025Q4: 3,587 shares; 2026Q1: 4,223 shares 4,223 $693K 0.1% +636 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,293 shares; 2024Q4: 27,293 shares; 2025Q1: 27,293 shares; 2025Q2: 27,293 shares; 2025Q3: 27,081 shares; 2025Q4: 27,081 shares; 2026Q1: 27,815 shares 27,815 $688K 0.1% +734 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: 2,755 shares; 2024Q4: 2,283 shares; 2025Q1: 2,361 shares; 2025Q2: 2,470 shares; 2025Q3: 1,933 shares; 2025Q4: 1,932 shares; 2026Q1: 1,952 shares 1,952 $687K 0.1% +20 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: not reported; 2024Q4: 507 shares; 2025Q1: 512 shares; 2025Q2: 742 shares; 2025Q3: 737 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares 1,537 $686K 0.1% 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: 8,609 shares; 2024Q4: 8,609 shares; 2025Q1: 8,609 shares; 2025Q2: 8,409 shares; 2025Q3: 8,409 shares; 2025Q4: 8,409 shares; 2026Q1: 7,289 shares 7,289 $663K 0.1% -1,120 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: 7,052 shares; 2024Q4: 6,452 shares; 2025Q1: 6,579 shares; 2025Q2: 6,679 shares; 2025Q3: 6,497 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares 6,747 $651K 0.1% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares 1,265 $632K 0.09% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 12,293 shares; 2025Q1: 12,295 shares; 2025Q2: 12,297 shares; 2025Q3: 12,249 shares; 2025Q4: 13,651 shares; 2026Q1: 13,689 shares 13,689 $629K 0.09% +38 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 10,901 shares; 2026Q1: 10,901 shares 10,901 $622K 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 5,890 shares; 2025Q3: not reported; 2025Q4: 7,667 shares; 2026Q1: 9,067 shares 9,067 $612K 0.09% +1,400 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: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 4,029 shares; 2025Q2: 4,053 shares; 2025Q3: 4,076 shares; 2025Q4: 4,101 shares; 2026Q1: 4,124 shares 4,124 $611K 0.09% +23 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: 5,156 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 4,166 shares; 2025Q3: 3,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,976 shares 4,976 $603K 0.09% +10 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 10,161 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,415 shares; 2025Q4: 4,315 shares; 2026Q1: 4,315 shares 4,315 $601K 0.09% 0 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $595K 0.09% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 7,977 shares; 2025Q1: 7,988 shares; 2025Q2: 7,997 shares; 2025Q3: 9,342 shares; 2025Q4: 9,739 shares; 2026Q1: 7,859 shares 7,859 $564K 0.08% -1,880 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,665 shares 1,665 $563K 0.08% +325 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,038 shares 6,038 $556K 0.08% 0 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: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,200 shares 3,200 $554K 0.08% +96 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,305 shares; 2025Q3: 11,972 shares; 2025Q4: 11,809 shares; 2026Q1: 11,350 shares 11,350 $554K 0.08% -459 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: 905 shares; 2024Q4: 905 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 887 shares; 2025Q4: 888 shares; 2026Q1: 888 shares 888 $548K 0.08% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 4,536 shares; 2025Q1: 4,451 shares; 2025Q2: 4,791 shares; 2025Q3: 4,216 shares; 2025Q4: 4,116 shares; 2026Q1: 4,116 shares 4,116 $539K 0.08% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,546 shares; 2025Q2: 2,936 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares 2,893 $534K 0.08% 0 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: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,885 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,453 shares 1,453 $534K 0.08% -294 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,926 shares; 2025Q4: 6,043 shares; 2026Q1: 6,125 shares 6,125 $531K 0.08% +82 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: 4,577 shares; 2024Q4: 4,269 shares; 2025Q1: 5,785 shares; 2025Q2: 5,787 shares; 2025Q3: 6,241 shares; 2025Q4: 6,271 shares; 2026Q1: 6,273 shares 6,273 $525K 0.08% +2 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: 1,965 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 1,705 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,631 shares 1,631 $523K 0.08% +16 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: 3,473 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,623 shares; 2025Q4: 2,590 shares; 2026Q1: 2,460 shares 2,460 $520K 0.08% -130 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: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 2,227 shares; 2025Q2: 2,227 shares; 2025Q3: 2,327 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares 2,197 $519K 0.08% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 1,901 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,761 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares 1,941 $516K 0.08% 0 Timeline SPHD 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: 10,284 shares; 2024Q4: 10,284 shares; 2025Q1: 10,284 shares; 2025Q2: 10,284 shares; 2025Q3: 10,284 shares; 2025Q4: 10,284 shares; 2026Q1: 10,284 shares 10,284 $510K 0.08% 0 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: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,858 shares; 2025Q2: 6,858 shares; 2025Q3: 6,858 shares; 2025Q4: 6,858 shares; 2026Q1: 6,858 shares 6,858 $502K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,934 shares; 2024Q4: 20,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,147 shares; 2025Q4: 11,156 shares; 2026Q1: 11,355 shares 11,355 $501K 0.07% +199 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 1,153 shares; 2025Q4: 1,745 shares; 2026Q1: 1,756 shares 1,756 $490K 0.07% +11 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: 1,729 shares; 2024Q4: 1,329 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,642 shares 1,642 $489K 0.07% +353 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 2,406 shares; 2025Q1: 2,407 shares; 2025Q2: 2,408 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares 2,494 $489K 0.07% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,131 shares; 2024Q4: 14,256 shares; 2025Q1: 14,531 shares; 2025Q2: 14,394 shares; 2025Q3: 14,453 shares; 2025Q4: 14,569 shares; 2026Q1: 14,544 shares 14,544 $488K 0.07% -25 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: 5,458 shares; 2024Q4: 5,458 shares; 2025Q1: 5,458 shares; 2025Q2: 5,458 shares; 2025Q3: 5,458 shares; 2025Q4: 5,458 shares; 2026Q1: 5,458 shares 5,458 $488K 0.07% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 10,985 shares; 2025Q1: 10,985 shares; 2025Q2: 10,683 shares; 2025Q3: 9,437 shares; 2025Q4: 9,427 shares; 2026Q1: 9,327 shares 9,327 $485K 0.07% -100 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: not reported; 2025Q3: 3,174 shares; 2025Q4: 4,883 shares; 2026Q1: 5,879 shares 5,879 $466K 0.07% +996 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares 2,297 $454K 0.07% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 2,481 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares 2,472 $451K 0.07% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 3,301 shares; 2025Q1: 3,371 shares; 2025Q2: 3,187 shares; 2025Q3: 2,992 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares 2,812 $442K 0.07% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 4,746 shares; 2025Q1: 4,747 shares; 2025Q2: 4,747 shares; 2025Q3: 4,748 shares; 2025Q4: 9,496 shares; 2026Q1: 9,497 shares 9,497 $436K 0.06% +1 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,301 shares 3,301 $432K 0.06% -37 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: 10,356 shares; 2024Q4: 10,286 shares; 2025Q1: 10,183 shares; 2025Q2: 10,183 shares; 2025Q3: 3,646 shares; 2025Q4: 3,569 shares; 2026Q1: 4,704 shares 4,704 $426K 0.06% +1,135 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares 1,603 $417K 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $416K 0.06% 0 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: 4,509 shares; 2024Q4: 3,942 shares; 2025Q1: 4,069 shares; 2025Q2: 4,073 shares; 2025Q3: 3,953 shares; 2025Q4: 3,696 shares; 2026Q1: 3,899 shares 3,899 $404K 0.06% +203 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: 5,168 shares; 2024Q4: 4,309 shares; 2025Q1: 4,310 shares; 2025Q2: 4,217 shares; 2025Q3: 3,872 shares; 2025Q4: 3,691 shares; 2026Q1: 3,693 shares 3,693 $395K 0.06% +2 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: 7,862 shares; 2025Q1: 7,889 shares; 2025Q2: 11,410 shares; 2025Q3: 11,423 shares; 2025Q4: 11,434 shares; 2026Q1: 10,946 shares 10,946 $391K 0.06% -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: 556 shares; 2024Q4: 557 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 554 shares 554 $387K 0.06% -48 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,877 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares 1,808 $386K 0.06% 0 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: 5,353 shares; 2024Q4: 5,356 shares; 2025Q1: 5,359 shares; 2025Q2: 5,368 shares; 2025Q3: 5,374 shares; 2025Q4: 5,377 shares; 2026Q1: 5,377 shares 5,377 $384K 0.06% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,366 shares; 2025Q1: 3,206 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares 2,806 $383K 0.06% 0 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $382K 0.06% 0 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,692 shares; 2024Q4: 25,692 shares; 2025Q1: 25,692 shares; 2025Q2: 25,692 shares; 2025Q3: 25,447 shares; 2025Q4: 25,647 shares; 2026Q1: 25,647 shares 25,647 $375K 0.06% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares; 2026Q1: 5,715 shares 5,715 $370K 0.05% 0 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: 6,761 shares; 2024Q4: 6,346 shares; 2025Q1: 6,346 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares 6,525 $367K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 3,110 shares; 2026Q1: 2,282 shares 2,282 $366K 0.05% -828 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 2,648 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares; 2026Q1: 2,908 shares 2,908 $365K 0.05% +14 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 3,722 shares; 2026Q1: 3,722 shares 3,722 $362K 0.05% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,785 shares 1,785 $354K 0.05% +76 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 427 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 392 shares 392 $351K 0.05% -5 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: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,662 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares 1,662 $351K 0.05% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares; 2026Q1: 2,441 shares 2,441 $349K 0.05% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,750 shares; 2025Q4: 8,375 shares; 2026Q1: 8,375 shares 8,375 $345K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 2,542 shares 2,542 $344K 0.05% -999 Timeline ARTY 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: 7,294 shares; 2025Q2: 7,294 shares; 2025Q3: 7,294 shares; 2025Q4: 7,294 shares; 2026Q1: 7,294 shares 7,294 $339K 0.05% 0 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $335K 0.05% 0 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares 771 $335K 0.05% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares 3,048 $330K 0.05% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $321K 0.05% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 5,773 shares; 2025Q4: 6,403 shares; 2026Q1: 6,643 shares 6,643 $321K 0.05% +240 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 6,796 shares; 2025Q4: 14,375 shares; 2026Q1: 16,175 shares 16,175 $320K 0.05% +1,800 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955 $312K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 791 shares 791 $310K 0.05% 0 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: 6,515 shares; 2024Q4: 6,515 shares; 2025Q1: 6,515 shares; 2025Q2: 6,515 shares; 2025Q3: 6,515 shares; 2025Q4: 6,515 shares; 2026Q1: 6,515 shares 6,515 $310K 0.05% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,449 shares; 2025Q1: 2,449 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares 2,438 $307K 0.05% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,280 shares; 2025Q3: 7,280 shares; 2025Q4: 7,280 shares; 2026Q1: 7,280 shares 7,280 $306K 0.05% 0 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: 1,243 shares; 2024Q4: 1,254 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,222 shares 1,222 $303K 0.04% -16 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,134 shares; 2026Q1: 8,134 shares 8,134 $295K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,707 shares; 2025Q4: 3,078 shares; 2026Q1: 3,120 shares 3,120 $293K 0.04% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,445 shares; 2025Q4: 4,620 shares; 2026Q1: 4,320 shares 4,320 $290K 0.04% -300 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $288K 0.04% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 1,380 shares; 2026Q1: 1,380 shares 1,380 $285K 0.04% 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: 1,097 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044 $284K 0.04% 0 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: 3,172 shares; 2024Q4: 2,062 shares; 2025Q1: 2,037 shares; 2025Q2: 2,012 shares; 2025Q3: 1,757 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732 $281K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,239 shares 2,239 $278K 0.04% +180 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 7,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,089 shares; 2026Q1: 7,097 shares 7,097 $277K 0.04% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $277K 0.04% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $272K 0.04% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 10,282 shares; 2025Q1: 10,282 shares; 2025Q2: 10,282 shares; 2025Q3: 10,282 shares; 2025Q4: 10,282 shares; 2026Q1: 10,335 shares 10,335 $267K 0.04% +53 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,687 shares; 2026Q1: 3,687 shares 3,687 $262K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares 1,721 $261K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 2,852 shares; 2025Q4: 2,754 shares; 2026Q1: 2,754 shares 2,754 $256K 0.04% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $253K 0.04% new 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: 2,183 shares; 2024Q4: 1,590 shares; 2025Q1: 1,567 shares; 2025Q2: 1,763 shares; 2025Q3: 1,734 shares; 2025Q4: 1,736 shares; 2026Q1: 1,738 shares 1,738 $252K 0.04% +2 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: not reported; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares 3,615 $251K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,767 shares; 2025Q4: 10,214 shares; 2026Q1: 10,509 shares 10,509 $249K 0.04% +295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $248K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,353 shares 6,353 $248K 0.04% new 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: 50 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $244K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares 2,105 $243K 0.04% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares; 2025Q4: 3,848 shares; 2026Q1: 3,848 shares 3,848 $241K 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: not reported; 2025Q3: 1,794 shares; 2025Q4: 1,796 shares; 2026Q1: 1,797 shares 1,797 $238K 0.04% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 3,071 shares 3,071 $237K 0.03% +80 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,905 shares; 2025Q4: 10,940 shares; 2026Q1: 10,940 shares 10,940 $235K 0.03% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $232K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: not reported; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares 2,035 $230K 0.03% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: not reported; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,499 shares; 2026Q1: 2,499 shares 2,499 $227K 0.03% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares 1,078 $220K 0.03% 0 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: 11,160 shares; 2024Q4: 11,160 shares; 2025Q1: 11,160 shares; 2025Q2: 11,160 shares; 2025Q3: 11,130 shares; 2025Q4: 11,210 shares; 2026Q1: 11,460 shares 11,460 $220K 0.03% +250 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,016 shares; 2026Q1: 3,018 shares 3,018 $219K 0.03% +2 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: 503 shares; 2024Q4: 543 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 440 shares; 2025Q4: 450 shares; 2026Q1: 470 shares 470 $217K 0.03% +20 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: 2,767 shares; 2024Q4: 2,819 shares; 2025Q1: 2,822 shares; 2025Q2: 2,824 shares; 2025Q3: 2,745 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares 2,335 $209K 0.03% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: not reported; 2026Q1: 1,873 shares 1,873 $208K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $203K 0.03% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME 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: 11,000 shares; 2026Q1: 11,000 shares 11,000 $134K 0.02% 0 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE 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: 10,060 shares; 2025Q3: 10,060 shares; 2025Q4: 10,060 shares; 2026Q1: 10,060 shares 10,060 $5.2K <0.01% 0 Timeline