VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132,101 shares; 2024Q4: 1,142,980 shares; 2025Q1: 1,178,843 shares; 2025Q2: 1,195,224 shares; 2025Q3: 1,218,854 shares; 2025Q4: 1,196,788 shares; 2026Q1: 1,241,457 shares 1,241,457 $542M 6.5% +44,669 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: 1,506,793 shares; 2024Q4: 1,631,057 shares; 2025Q1: 1,662,744 shares; 2025Q2: 1,651,080 shares; 2025Q3: 1,702,382 shares; 2025Q4: 1,703,688 shares; 2026Q1: 1,768,345 shares 1,768,345 $347M 4.16% +64,657 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373,644 shares; 2024Q4: 1,391,934 shares; 2025Q1: 1,477,951 shares; 2025Q2: 1,547,972 shares; 2025Q3: 1,595,966 shares; 2025Q4: 1,550,778 shares; 2026Q1: 1,612,753 shares 1,612,753 $347M 4.16% +61,975 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: 5,540,320 shares; 2024Q4: 5,788,877 shares; 2025Q1: 5,676,812 shares; 2025Q2: 5,697,243 shares; 2025Q3: 5,612,340 shares; 2025Q4: 5,505,632 shares; 2026Q1: 5,345,932 shares 5,345,932 $343M 4.11% -159,700 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136,225 shares; 2024Q4: 3,365,263 shares; 2025Q1: 3,503,273 shares; 2025Q2: 3,450,389 shares; 2025Q3: 3,538,473 shares; 2025Q4: 3,503,868 shares; 2026Q1: 3,526,617 shares 3,526,617 $319M 3.83% +22,749 Timeline STIP 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: 1,811,595 shares; 2024Q4: 1,894,273 shares; 2025Q1: 1,957,487 shares; 2025Q2: 2,027,657 shares; 2025Q3: 2,136,920 shares; 2025Q4: 2,279,268 shares; 2026Q1: 2,442,854 shares 2,442,854 $253M 3.03% +163,586 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,977 shares; 2024Q4: 153,726 shares; 2025Q1: 1,659,857 shares; 2025Q2: 1,811,931 shares; 2025Q3: 1,977,284 shares; 2025Q4: 2,079,518 shares; 2026Q1: 2,188,303 shares 2,188,303 $219M 2.62% +108,785 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: 890,979 shares; 2024Q4: 884,026 shares; 2025Q1: 861,472 shares; 2025Q2: 861,560 shares; 2025Q3: 833,809 shares; 2025Q4: 813,044 shares; 2026Q1: 769,372 shares 769,372 $195M 2.34% -43,672 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,176,446 shares; 2024Q4: 5,168,207 shares; 2025Q1: 5,124,524 shares; 2025Q2: 5,074,660 shares; 2025Q3: 4,996,437 shares; 2025Q4: 4,848,102 shares; 2026Q1: 4,831,430 shares 4,831,430 $188M 2.25% -16,672 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: 1,636,314 shares; 2024Q4: 1,714,704 shares; 2025Q1: 1,646,146 shares; 2025Q2: 1,451,997 shares; 2025Q3: 1,446,491 shares; 2025Q4: 1,410,349 shares; 2026Q1: 1,408,253 shares 1,408,253 $175M 2.1% -2,096 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: 258,575 shares; 2024Q4: 264,127 shares; 2025Q1: 259,469 shares; 2025Q2: 269,566 shares; 2025Q3: 265,210 shares; 2025Q4: 258,467 shares; 2026Q1: 243,877 shares 243,877 $159M 1.91% -14,590 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680,477 shares; 2024Q4: 3,639,955 shares; 2025Q1: 3,524,418 shares; 2025Q2: 3,468,551 shares; 2025Q3: 3,418,262 shares; 2025Q4: 3,302,400 shares; 2026Q1: 3,221,110 shares 3,221,110 $145M 1.74% -81,290 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: 419,518 shares; 2024Q4: 416,107 shares; 2025Q1: 408,014 shares; 2025Q2: 400,931 shares; 2025Q3: 395,160 shares; 2025Q4: 387,674 shares; 2026Q1: 377,588 shares 377,588 $140M 1.67% -10,086 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: 976,239 shares; 2024Q4: 986,881 shares; 2025Q1: 1,013,318 shares; 2025Q2: 1,261,168 shares; 2025Q3: 1,259,557 shares; 2025Q4: 1,193,892 shares; 2026Q1: 1,187,481 shares 1,187,481 $121M 1.46% -6,411 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623,512 shares; 2024Q4: 2,591,495 shares; 2025Q1: 2,551,604 shares; 2025Q2: 2,517,105 shares; 2025Q3: 2,486,895 shares; 2025Q4: 2,279,761 shares; 2026Q1: 2,233,998 shares 2,233,998 $118M 1.41% -45,763 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: 278,159 shares; 2024Q4: 271,367 shares; 2025Q1: 266,543 shares; 2025Q2: 268,453 shares; 2025Q3: 274,325 shares; 2025Q4: 270,362 shares; 2026Q1: 272,057 shares 272,057 $116M 1.39% +1,695 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807,616 shares; 2024Q4: 830,216 shares; 2025Q1: 872,492 shares; 2025Q2: 1,016,141 shares; 2025Q3: 1,032,578 shares; 2025Q4: 994,213 shares; 2026Q1: 1,027,703 shares 1,027,703 $114M 1.37% +33,490 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390,093 shares; 2024Q4: 2,362,720 shares; 2025Q1: 2,309,668 shares; 2025Q2: 2,273,790 shares; 2025Q3: 2,241,492 shares; 2025Q4: 2,194,706 shares; 2026Q1: 2,179,811 shares 2,179,811 $106M 1.27% -14,895 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954,667 shares; 2024Q4: 2,004,885 shares; 2025Q1: 1,907,217 shares; 2025Q2: 1,806,801 shares; 2025Q3: 1,739,034 shares; 2025Q4: 1,494,583 shares; 2026Q1: 1,335,086 shares 1,335,086 $99.3M 1.19% -159,497 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: 440,582 shares; 2024Q4: 428,153 shares; 2025Q1: 406,234 shares; 2025Q2: 394,226 shares; 2025Q3: 368,823 shares; 2025Q4: 338,721 shares; 2026Q1: 316,938 shares 316,938 $98.1M 1.18% -21,783 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565,849 shares; 2024Q4: 2,883,089 shares; 2025Q1: 2,936,778 shares; 2025Q2: 2,457,840 shares; 2025Q3: 2,539,420 shares; 2025Q4: 2,660,446 shares; 2026Q1: 2,763,501 shares 2,763,501 $96.8M 1.16% +103,055 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: 373,457 shares; 2024Q4: 370,413 shares; 2025Q1: 366,746 shares; 2025Q2: 367,465 shares; 2025Q3: 366,672 shares; 2025Q4: 367,894 shares; 2026Q1: 333,660 shares 333,660 $95.7M 1.15% -34,234 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315,031 shares; 2024Q4: 1,369,286 shares; 2025Q1: 1,365,725 shares; 2025Q2: 1,447,711 shares; 2025Q3: 1,439,076 shares; 2025Q4: 1,366,297 shares; 2026Q1: 1,353,141 shares 1,353,141 $94.4M 1.13% -13,156 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: 1,707,535 shares; 2024Q4: 1,814,130 shares; 2025Q1: 1,776,898 shares; 2025Q2: 1,745,696 shares; 2025Q3: 1,710,287 shares; 2025Q4: 1,688,228 shares; 2026Q1: 1,632,519 shares 1,632,519 $88.2M 1.06% -55,709 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: 276,112 shares; 2024Q4: 272,773 shares; 2025Q1: 270,712 shares; 2025Q2: 272,403 shares; 2025Q3: 264,253 shares; 2025Q4: 256,958 shares; 2026Q1: 251,807 shares 251,807 $85.1M 1.02% -5,151 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763,500 shares; 2024Q4: 752,320 shares; 2025Q1: 710,681 shares; 2025Q2: 849,875 shares; 2025Q3: 829,674 shares; 2025Q4: 739,155 shares; 2026Q1: 711,589 shares 711,589 $84.3M 1.01% -27,566 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,789 shares; 2024Q4: 445,948 shares; 2025Q1: 439,699 shares; 2025Q2: 447,183 shares; 2025Q3: 443,946 shares; 2025Q4: 364,779 shares; 2026Q1: 363,520 shares 363,520 $77.7M 0.93% -1,259 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167,132 shares; 2024Q4: 1,154,992 shares; 2025Q1: 1,145,407 shares; 2025Q2: 1,205,949 shares; 2025Q3: 1,188,307 shares; 2025Q4: 1,136,110 shares; 2026Q1: 1,089,484 shares 1,089,484 $77.3M 0.93% -46,626 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,793 shares; 2024Q4: 354,389 shares; 2025Q1: 350,900 shares; 2025Q2: 362,293 shares; 2025Q3: 358,443 shares; 2025Q4: 347,369 shares; 2026Q1: 339,227 shares 339,227 $73.7M 0.88% -8,142 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: 762,055 shares; 2024Q4: 754,241 shares; 2025Q1: 733,688 shares; 2025Q2: 720,950 shares; 2025Q3: 714,830 shares; 2025Q4: 656,924 shares; 2026Q1: 636,384 shares 636,384 $72M 0.86% -20,540 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271,038 shares; 2024Q4: 2,422,047 shares; 2025Q1: 1,197,955 shares; 2025Q2: 1,013,737 shares; 2025Q3: 990,947 shares; 2025Q4: 916,255 shares; 2026Q1: 894,861 shares 894,861 $70.2M 0.84% -21,394 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: 847,465 shares; 2024Q4: 982,406 shares; 2025Q1: 972,472 shares; 2025Q2: 949,055 shares; 2025Q3: 930,653 shares; 2025Q4: 913,153 shares; 2026Q1: 860,315 shares 860,315 $68.2M 0.82% -52,838 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: 235,776 shares; 2024Q4: 233,473 shares; 2025Q1: 229,114 shares; 2025Q2: 226,505 shares; 2025Q3: 222,193 shares; 2025Q4: 215,461 shares; 2026Q1: 212,075 shares 212,075 $62.4M 0.75% -3,386 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: 92,366 shares; 2024Q4: 92,172 shares; 2025Q1: 93,073 shares; 2025Q2: 94,502 shares; 2025Q3: 96,429 shares; 2025Q4: 96,613 shares; 2026Q1: 95,753 shares 95,753 $62.3M 0.75% -860 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: 290,689 shares; 2024Q4: 288,498 shares; 2025Q1: 283,695 shares; 2025Q2: 280,034 shares; 2025Q3: 277,792 shares; 2025Q4: 276,580 shares; 2026Q1: 256,765 shares 256,765 $60.7M 0.73% -19,815 Timeline DIHP 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: 71,448 shares; 2025Q1: 751,326 shares; 2025Q2: 1,245,030 shares; 2025Q3: 1,457,970 shares; 2025Q4: 1,622,821 shares; 2026Q1: 1,847,391 shares 1,847,391 $59.5M 0.71% +224,570 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: 853,125 shares; 2024Q4: 848,590 shares; 2025Q1: 825,427 shares; 2025Q2: 815,083 shares; 2025Q3: 794,002 shares; 2025Q4: 763,792 shares; 2026Q1: 742,536 shares 742,536 $57.6M 0.69% -21,256 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: 133,045 shares; 2024Q4: 182,206 shares; 2025Q1: 181,166 shares; 2025Q2: 177,419 shares; 2025Q3: 173,033 shares; 2025Q4: 170,887 shares; 2026Q1: 171,405 shares 171,405 $55M 0.66% +518 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,195 shares; 2024Q4: 487,167 shares; 2025Q1: 493,859 shares; 2025Q2: 492,059 shares; 2025Q3: 492,733 shares; 2025Q4: 492,572 shares; 2026Q1: 499,341 shares 499,341 $54.8M 0.66% +6,769 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: 228,271 shares; 2024Q4: 227,598 shares; 2025Q1: 235,919 shares; 2025Q2: 379,455 shares; 2025Q3: 365,243 shares; 2025Q4: 347,160 shares; 2026Q1: 352,325 shares 352,325 $54.6M 0.65% +5,165 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,372 shares; 2025Q1: 59,409 shares; 2025Q2: 58,763 shares; 2025Q3: 57,945 shares; 2025Q4: 57,075 shares; 2026Q1: 55,861 shares 55,861 $53.7M 0.64% -1,214 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: 831,242 shares; 2024Q4: 880,076 shares; 2025Q1: 849,733 shares; 2025Q2: 835,714 shares; 2025Q3: 820,678 shares; 2025Q4: 798,240 shares; 2026Q1: 771,306 shares 771,306 $52.1M 0.62% -26,934 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: 232,749 shares; 2024Q4: 232,140 shares; 2025Q1: 228,516 shares; 2025Q2: 226,364 shares; 2025Q3: 221,888 shares; 2025Q4: 220,166 shares; 2026Q1: 212,103 shares 212,103 $51.8M 0.62% -8,063 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,501 shares; 2024Q4: 581,495 shares; 2025Q1: 568,863 shares; 2025Q2: 564,675 shares; 2025Q3: 548,621 shares; 2025Q4: 540,345 shares; 2026Q1: 533,450 shares 533,450 $51.8M 0.62% -6,895 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: 242,503 shares; 2024Q4: 244,721 shares; 2025Q1: 240,833 shares; 2025Q2: 247,744 shares; 2025Q3: 242,300 shares; 2025Q4: 241,287 shares; 2026Q1: 238,036 shares 238,036 $49.6M 0.59% -3,251 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871,542 shares; 2024Q4: 836,549 shares; 2025Q1: 813,311 shares; 2025Q2: 794,874 shares; 2025Q3: 777,675 shares; 2025Q4: 743,398 shares; 2026Q1: 733,725 shares 733,725 $45.8M 0.55% -9,673 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: 53,136 shares; 2024Q4: 51,450 shares; 2025Q1: 50,214 shares; 2025Q2: 49,681 shares; 2025Q3: 48,869 shares; 2025Q4: 48,104 shares; 2026Q1: 47,436 shares 47,436 $43.6M 0.52% -668 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: 184,625 shares; 2024Q4: 183,372 shares; 2025Q1: 180,579 shares; 2025Q2: 174,531 shares; 2025Q3: 167,034 shares; 2025Q4: 162,268 shares; 2026Q1: 159,008 shares 159,008 $39.4M 0.47% -3,260 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: 134,946 shares; 2024Q4: 135,220 shares; 2025Q1: 133,072 shares; 2025Q2: 132,942 shares; 2025Q3: 131,107 shares; 2025Q4: 130,484 shares; 2026Q1: 128,154 shares 128,154 $38.7M 0.46% -2,330 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558,041 shares; 2024Q4: 1,610,128 shares; 2025Q1: 1,577,066 shares; 2025Q2: 1,553,509 shares; 2025Q3: 1,525,042 shares; 2025Q4: 1,496,412 shares; 2026Q1: 1,446,603 shares 1,446,603 $37.1M 0.44% -49,809 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: 399,258 shares; 2024Q4: 562,585 shares; 2025Q1: 565,552 shares; 2025Q2: 547,045 shares; 2025Q3: 532,668 shares; 2025Q4: 518,222 shares; 2026Q1: 507,238 shares 507,238 $36.1M 0.43% -10,984 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,460 shares; 2024Q4: 996,506 shares; 2025Q1: 1,056,894 shares; 2025Q2: 1,181,583 shares; 2025Q3: 1,195,212 shares; 2025Q4: 1,299,166 shares; 2026Q1: 1,379,901 shares 1,379,901 $34.7M 0.42% +80,735 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: 113,208 shares; 2024Q4: 111,709 shares; 2025Q1: 108,441 shares; 2025Q2: 106,945 shares; 2025Q3: 104,511 shares; 2025Q4: 102,431 shares; 2026Q1: 97,662 shares 97,662 $34.4M 0.41% -4,769 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: 490,391 shares; 2024Q4: 488,982 shares; 2025Q1: 474,666 shares; 2025Q2: 465,099 shares; 2025Q3: 461,798 shares; 2025Q4: 451,853 shares; 2026Q1: 418,748 shares 418,748 $32.3M 0.39% -33,105 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,109 shares; 2024Q4: 307,668 shares; 2025Q1: 296,837 shares; 2025Q2: 276,908 shares; 2025Q3: 272,402 shares; 2025Q4: 264,562 shares; 2026Q1: 246,972 shares 246,972 $32.2M 0.39% -17,590 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,613 shares; 2024Q4: 222,492 shares; 2025Q1: 208,936 shares; 2025Q2: 203,288 shares; 2025Q3: 193,743 shares; 2025Q4: 184,739 shares; 2026Q1: 175,768 shares 175,768 $32M 0.38% -8,971 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 382,550 shares; 2025Q1: 413,763 shares; 2025Q2: 402,871 shares; 2025Q3: 392,739 shares; 2025Q4: 385,965 shares; 2026Q1: 377,620 shares 377,620 $32M 0.38% -8,345 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: 654,775 shares; 2024Q4: 677,339 shares; 2025Q1: 682,255 shares; 2025Q2: 640,069 shares; 2025Q3: 640,570 shares; 2025Q4: 641,037 shares; 2026Q1: 625,727 shares 625,727 $31.2M 0.37% -15,310 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,116 shares; 2024Q4: 156,470 shares; 2025Q1: 155,497 shares; 2025Q2: 155,080 shares; 2025Q3: 152,587 shares; 2025Q4: 151,188 shares; 2026Q1: 146,656 shares 146,656 $30.5M 0.37% -4,532 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,571 shares; 2024Q4: 201,820 shares; 2025Q1: 204,951 shares; 2025Q2: 243,754 shares; 2025Q3: 245,039 shares; 2025Q4: 252,622 shares; 2026Q1: 275,400 shares 275,400 $29.3M 0.35% +22,778 Timeline MBB 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: 226,101 shares; 2024Q4: 275,859 shares; 2025Q1: 286,208 shares; 2025Q2: 288,520 shares; 2025Q3: 287,880 shares; 2025Q4: 293,530 shares; 2026Q1: 295,435 shares 295,435 $28.1M 0.34% +1,905 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,930 shares; 2024Q4: 1,020,881 shares; 2025Q1: 985,805 shares; 2025Q2: 985,438 shares; 2025Q3: 981,963 shares; 2025Q4: 965,303 shares; 2026Q1: 932,102 shares 932,102 $27.2M 0.33% -33,201 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: 76,588 shares; 2024Q4: 104,996 shares; 2025Q1: 106,330 shares; 2025Q2: 111,320 shares; 2025Q3: 110,522 shares; 2025Q4: 108,819 shares; 2026Q1: 103,322 shares 103,322 $27.1M 0.32% -5,497 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: 92,758 shares; 2024Q4: 94,939 shares; 2025Q1: 96,963 shares; 2025Q2: 99,338 shares; 2025Q3: 97,214 shares; 2025Q4: 98,563 shares; 2026Q1: 91,839 shares 91,839 $26.4M 0.32% -6,724 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: 215,018 shares; 2024Q4: 212,058 shares; 2025Q1: 208,692 shares; 2025Q2: 206,878 shares; 2025Q3: 204,576 shares; 2025Q4: 200,806 shares; 2026Q1: 196,327 shares 196,327 $25.7M 0.31% -4,479 Timeline IAGG 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: 497,666 shares; 2024Q4: 501,480 shares; 2025Q1: 512,005 shares; 2025Q2: 510,325 shares; 2025Q3: 505,909 shares; 2025Q4: 510,075 shares; 2026Q1: 507,173 shares 507,173 $25.4M 0.3% -2,902 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,087 shares; 2024Q4: 150,218 shares; 2025Q1: 144,255 shares; 2025Q2: 138,620 shares; 2025Q3: 135,792 shares; 2025Q4: 132,971 shares; 2026Q1: 130,686 shares 130,686 $24.8M 0.3% -2,285 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: 193,858 shares; 2024Q4: 203,150 shares; 2025Q1: 202,235 shares; 2025Q2: 203,566 shares; 2025Q3: 201,490 shares; 2025Q4: 201,153 shares; 2026Q1: 194,397 shares 194,397 $24.2M 0.29% -6,756 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,773 shares; 2024Q4: 66,853 shares; 2025Q1: 68,365 shares; 2025Q2: 68,280 shares; 2025Q3: 68,373 shares; 2025Q4: 67,985 shares; 2026Q1: 67,297 shares 67,297 $24M 0.29% -688 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: 160,947 shares; 2024Q4: 160,556 shares; 2025Q1: 155,566 shares; 2025Q2: 148,991 shares; 2025Q3: 151,155 shares; 2025Q4: 149,557 shares; 2026Q1: 152,360 shares 152,360 $23.7M 0.28% +2,803 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,621 shares; 2024Q4: 247,947 shares; 2025Q1: 242,805 shares; 2025Q2: 212,704 shares; 2025Q3: 207,130 shares; 2025Q4: 215,092 shares; 2026Q1: 213,929 shares 213,929 $22.7M 0.27% -1,163 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: 83,343 shares; 2024Q4: 84,678 shares; 2025Q1: 84,070 shares; 2025Q2: 83,361 shares; 2025Q3: 82,212 shares; 2025Q4: 81,905 shares; 2026Q1: 68,248 shares 68,248 $22.4M 0.27% -13,657 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,555 shares; 2024Q4: 911,294 shares; 2025Q1: 841,413 shares; 2025Q2: 792,760 shares; 2025Q3: 750,944 shares; 2025Q4: 728,909 shares; 2026Q1: 697,391 shares 697,391 $21.6M 0.26% -31,518 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: 157,017 shares; 2024Q4: 158,177 shares; 2025Q1: 154,952 shares; 2025Q2: 149,696 shares; 2025Q3: 145,597 shares; 2025Q4: 142,685 shares; 2026Q1: 144,164 shares 144,164 $20.8M 0.25% +1,479 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,626 shares; 2024Q4: 48,693 shares; 2025Q1: 56,201 shares; 2025Q2: 559,075 shares; 2025Q3: 553,384 shares; 2025Q4: 523,119 shares; 2026Q1: 525,429 shares 525,429 $20.7M 0.25% +2,310 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: 581,307 shares; 2024Q4: 655,125 shares; 2025Q1: 661,056 shares; 2025Q2: 655,714 shares; 2025Q3: 639,041 shares; 2025Q4: 615,473 shares; 2026Q1: 606,150 shares 606,150 $20.5M 0.25% -9,323 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: 35,526 shares; 2024Q4: 32,670 shares; 2025Q1: 31,362 shares; 2025Q2: 32,333 shares; 2025Q3: 32,071 shares; 2025Q4: 32,405 shares; 2026Q1: 31,637 shares 31,637 $19.1M 0.23% -768 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: 102,702 shares; 2024Q4: 99,815 shares; 2025Q1: 99,457 shares; 2025Q2: 97,879 shares; 2025Q3: 97,112 shares; 2025Q4: 96,547 shares; 2026Q1: 39,576 shares 39,576 $19M 0.23% -56,971 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: 126,929 shares; 2024Q4: 133,449 shares; 2025Q1: 124,989 shares; 2025Q2: 126,049 shares; 2025Q3: 124,216 shares; 2025Q4: 111,193 shares; 2026Q1: 108,737 shares 108,737 $19M 0.23% -2,456 Timeline FLOT 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: 505,716 shares; 2024Q4: 483,166 shares; 2025Q1: 452,864 shares; 2025Q2: 429,690 shares; 2025Q3: 413,176 shares; 2025Q4: 388,938 shares; 2026Q1: 368,417 shares 368,417 $18.8M 0.22% -20,521 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: 224,334 shares; 2024Q4: 227,076 shares; 2025Q1: 225,529 shares; 2025Q2: 226,892 shares; 2025Q3: 233,409 shares; 2025Q4: 247,525 shares; 2026Q1: 238,360 shares 238,360 $18.7M 0.22% -9,165 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,099 shares; 2024Q4: 764,539 shares; 2025Q1: 771,923 shares; 2025Q2: 764,926 shares; 2025Q3: 761,411 shares; 2025Q4: 750,864 shares; 2026Q1: 701,267 shares 701,267 $18.7M 0.22% -49,597 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: 98,339 shares; 2024Q4: 98,656 shares; 2025Q1: 96,951 shares; 2025Q2: 97,783 shares; 2025Q3: 96,220 shares; 2025Q4: 95,263 shares; 2026Q1: 91,543 shares 91,543 $18.6M 0.22% -3,720 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,064 shares; 2024Q4: 93,594 shares; 2025Q1: 92,585 shares; 2025Q2: 92,019 shares; 2025Q3: 91,385 shares; 2025Q4: 90,629 shares; 2026Q1: 88,909 shares 88,909 $18.5M 0.22% -1,720 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: 10,849 shares; 2024Q4: 75,312 shares; 2025Q1: 75,542 shares; 2025Q2: 74,166 shares; 2025Q3: 71,774 shares; 2025Q4: 69,147 shares; 2026Q1: 64,293 shares 64,293 $18.5M 0.22% -4,854 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,401 shares; 2024Q4: 202,086 shares; 2025Q1: 201,886 shares; 2025Q2: 195,958 shares; 2025Q3: 194,015 shares; 2025Q4: 191,523 shares; 2026Q1: 185,501 shares 185,501 $18.4M 0.22% -6,022 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 252,160 shares; 2026Q1: 243,456 shares 243,456 $18.3M 0.22% -8,704 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: 173,967 shares; 2024Q4: 199,017 shares; 2025Q1: 200,849 shares; 2025Q2: 205,996 shares; 2025Q3: 211,634 shares; 2025Q4: 237,546 shares; 2026Q1: 246,982 shares 246,982 $18.2M 0.22% +9,436 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,115 shares; 2024Q4: 27,403 shares; 2025Q1: 27,442 shares; 2025Q2: 27,333 shares; 2025Q3: 28,978 shares; 2025Q4: 28,792 shares; 2026Q1: 29,286 shares 29,286 $17.5M 0.21% +494 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: 185,013 shares; 2024Q4: 218,994 shares; 2025Q1: 219,059 shares; 2025Q2: 213,543 shares; 2025Q3: 211,826 shares; 2025Q4: 210,752 shares; 2026Q1: 210,946 shares 210,946 $17.5M 0.21% +194 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: 74,655 shares; 2024Q4: 76,342 shares; 2025Q1: 74,939 shares; 2025Q2: 76,027 shares; 2025Q3: 75,468 shares; 2025Q4: 73,685 shares; 2026Q1: 77,484 shares 77,484 $16.9M 0.2% +3,799 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: 1,233 shares; 2024Q4: 70,635 shares; 2025Q1: 72,486 shares; 2025Q2: 69,702 shares; 2025Q3: 68,540 shares; 2025Q4: 67,888 shares; 2026Q1: 67,491 shares 67,491 $16M 0.19% -397 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: 80,693 shares; 2024Q4: 78,658 shares; 2025Q1: 77,936 shares; 2025Q2: 77,040 shares; 2025Q3: 76,738 shares; 2025Q4: 75,089 shares; 2026Q1: 72,597 shares 72,597 $15.3M 0.18% -2,492 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,569 shares; 2024Q4: 514,358 shares; 2025Q1: 506,948 shares; 2025Q2: 498,568 shares; 2025Q3: 473,551 shares; 2025Q4: 480,925 shares; 2026Q1: 443,607 shares 443,607 $15.1M 0.18% -37,318 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: 87,178 shares; 2025Q1: 84,058 shares; 2025Q2: 83,362 shares; 2025Q3: 79,625 shares; 2025Q4: 77,175 shares; 2026Q1: 70,011 shares 70,011 $15M 0.18% -7,164 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: 101,219 shares; 2024Q4: 100,687 shares; 2025Q1: 100,366 shares; 2025Q2: 100,077 shares; 2025Q3: 101,190 shares; 2025Q4: 99,852 shares; 2026Q1: 97,741 shares 97,741 $14.4M 0.17% -2,111 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,184 shares; 2025Q1: 179,842 shares; 2025Q2: 181,076 shares; 2025Q3: 178,470 shares; 2025Q4: 178,282 shares; 2026Q1: 178,253 shares 178,253 $14.4M 0.17% -29 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: not reported; 2024Q4: 83,404 shares; 2025Q1: 85,151 shares; 2025Q2: 84,223 shares; 2025Q3: 83,670 shares; 2025Q4: 83,015 shares; 2026Q1: 77,201 shares 77,201 $14.2M 0.17% -5,814 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,650 shares; 2024Q4: 160,880 shares; 2025Q1: 156,357 shares; 2025Q2: 155,251 shares; 2025Q3: 152,346 shares; 2025Q4: 149,544 shares; 2026Q1: 148,243 shares 148,243 $14.2M 0.17% -1,301 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: 42,745 shares; 2024Q4: 45,132 shares; 2025Q1: 44,534 shares; 2025Q2: 44,683 shares; 2025Q3: 44,003 shares; 2025Q4: 43,187 shares; 2026Q1: 42,438 shares 42,438 $13.9M 0.17% -749 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 10,446 shares; 2025Q1: 10,763 shares; 2025Q2: 11,211 shares; 2025Q3: 11,128 shares; 2025Q4: 11,059 shares; 2026Q1: 10,489 shares 10,489 $13.9M 0.17% -570 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: 328,954 shares; 2024Q4: 411,560 shares; 2025Q1: 400,544 shares; 2025Q2: 395,381 shares; 2025Q3: 395,741 shares; 2025Q4: 353,507 shares; 2026Q1: 354,738 shares 354,738 $13.8M 0.17% +1,231 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: 185,453 shares; 2024Q4: 185,136 shares; 2025Q1: 178,242 shares; 2025Q2: 177,204 shares; 2025Q3: 178,813 shares; 2025Q4: 175,293 shares; 2026Q1: 180,152 shares 180,152 $13.7M 0.16% +4,859 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: 165,818 shares; 2024Q4: 161,367 shares; 2025Q1: 157,263 shares; 2025Q2: 154,357 shares; 2025Q3: 149,245 shares; 2025Q4: 146,479 shares; 2026Q1: 144,955 shares 144,955 $13.6M 0.16% -1,524 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: 143,277 shares; 2024Q4: 140,063 shares; 2025Q1: 134,034 shares; 2025Q2: 126,514 shares; 2025Q3: 124,105 shares; 2025Q4: 117,551 shares; 2026Q1: 112,069 shares 112,069 $13.6M 0.16% -5,482 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,411 shares; 2024Q4: 297,148 shares; 2025Q1: 286,308 shares; 2025Q2: 283,427 shares; 2025Q3: 279,663 shares; 2025Q4: 286,275 shares; 2026Q1: 287,377 shares 287,377 $13.5M 0.16% +1,102 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: 8,993 shares; 2024Q4: 9,028 shares; 2025Q1: 8,408 shares; 2025Q2: 41,450 shares; 2025Q3: 42,504 shares; 2025Q4: 41,572 shares; 2026Q1: 39,328 shares 39,328 $13.4M 0.16% -2,244 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,933 shares; 2024Q4: 71,763 shares; 2025Q1: 64,780 shares; 2025Q2: 62,325 shares; 2025Q3: 58,368 shares; 2025Q4: 51,135 shares; 2026Q1: 42,528 shares 42,528 $12.9M 0.15% -8,607 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: 73,403 shares; 2024Q4: 74,216 shares; 2025Q1: 73,424 shares; 2025Q2: 75,374 shares; 2025Q3: 71,648 shares; 2025Q4: 72,695 shares; 2026Q1: 75,438 shares 75,438 $12.8M 0.15% +2,743 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: 147,068 shares; 2024Q4: 148,678 shares; 2025Q1: 150,086 shares; 2025Q2: 149,304 shares; 2025Q3: 145,078 shares; 2025Q4: 139,383 shares; 2026Q1: 139,119 shares 139,119 $12.5M 0.15% -264 Timeline SUSB 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: 497,419 shares; 2024Q4: 498,478 shares; 2025Q1: 498,663 shares; 2025Q2: 497,791 shares; 2025Q3: 485,061 shares; 2025Q4: 480,687 shares; 2026Q1: 487,729 shares 487,729 $12.2M 0.15% +7,042 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,775 shares; 2024Q4: 362,514 shares; 2025Q1: 359,706 shares; 2025Q2: 365,751 shares; 2025Q3: 359,087 shares; 2025Q4: 342,482 shares; 2026Q1: 331,601 shares 331,601 $12.2M 0.15% -10,881 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,963 shares; 2024Q4: 112,247 shares; 2025Q1: 117,854 shares; 2025Q2: 143,998 shares; 2025Q3: 143,112 shares; 2025Q4: 140,331 shares; 2026Q1: 131,389 shares 131,389 $12M 0.14% -8,942 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,447 shares; 2024Q4: 86,921 shares; 2025Q1: 89,924 shares; 2025Q2: 84,295 shares; 2025Q3: 83,657 shares; 2025Q4: 84,544 shares; 2026Q1: 80,766 shares 80,766 $11.8M 0.14% -3,778 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,618 shares; 2024Q4: 27,512 shares; 2025Q1: 26,741 shares; 2025Q2: 25,666 shares; 2025Q3: 24,704 shares; 2025Q4: 24,537 shares; 2026Q1: 23,929 shares 23,929 $11.7M 0.14% -608 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: 48,690 shares; 2024Q4: 51,177 shares; 2025Q1: 56,012 shares; 2025Q2: 56,763 shares; 2025Q3: 53,535 shares; 2025Q4: 53,617 shares; 2026Q1: 56,301 shares 56,301 $10.9M 0.13% +2,684 Timeline MGV 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: 71,406 shares; 2025Q1: 75,299 shares; 2025Q2: 75,450 shares; 2025Q3: 74,951 shares; 2025Q4: 73,514 shares; 2026Q1: 74,772 shares 74,772 $10.8M 0.13% +1,258 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: 26,268 shares; 2024Q4: 28,765 shares; 2025Q1: 29,613 shares; 2025Q2: 31,558 shares; 2025Q3: 32,628 shares; 2025Q4: 32,882 shares; 2026Q1: 34,545 shares 34,545 $10.7M 0.13% +1,663 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: 111,459 shares; 2024Q4: 110,832 shares; 2025Q1: 108,917 shares; 2025Q2: 108,979 shares; 2025Q3: 107,080 shares; 2025Q4: 105,304 shares; 2026Q1: 103,865 shares 103,865 $10.7M 0.13% -1,439 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: 287,230 shares; 2024Q4: 238,938 shares; 2025Q1: 238,249 shares; 2025Q2: 243,736 shares; 2025Q3: 238,375 shares; 2025Q4: 236,164 shares; 2026Q1: 226,430 shares 226,430 $10.4M 0.12% -9,734 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: 37,076 shares; 2024Q4: 36,728 shares; 2025Q1: 35,580 shares; 2025Q2: 32,499 shares; 2025Q3: 30,807 shares; 2025Q4: 29,617 shares; 2026Q1: 28,830 shares 28,830 $10.3M 0.12% -787 Timeline DFGP 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: 167,570 shares; 2025Q1: 200,095 shares; 2025Q2: 203,531 shares; 2025Q3: 199,629 shares; 2025Q4: 187,890 shares; 2026Q1: 188,173 shares 188,173 $10.2M 0.12% +283 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,931 shares; 2025Q3: 43,933 shares; 2025Q4: 43,541 shares; 2026Q1: 105,986 shares 105,986 $10.1M 0.12% +62,445 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: 124,649 shares; 2024Q4: 122,137 shares; 2025Q1: 118,635 shares; 2025Q2: 117,969 shares; 2025Q3: 117,675 shares; 2025Q4: 114,317 shares; 2026Q1: 113,440 shares 113,440 $10.1M 0.12% -877 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,328 shares; 2026Q1: 176,542 shares 176,542 $10.1M 0.12% -8,786 Timeline VCEB 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: 137,280 shares; 2024Q4: 138,303 shares; 2025Q1: 147,962 shares; 2025Q2: 143,858 shares; 2025Q3: 149,699 shares; 2025Q4: 145,425 shares; 2026Q1: 154,784 shares 154,784 $9.73M 0.12% +9,359 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 51,240 shares; 2025Q1: 50,806 shares; 2025Q2: 50,821 shares; 2025Q3: 50,763 shares; 2025Q4: 50,038 shares; 2026Q1: 50,285 shares 50,285 $9.65M 0.12% +247 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,146 shares; 2024Q4: 212,359 shares; 2025Q1: 209,333 shares; 2025Q2: 208,895 shares; 2025Q3: 210,105 shares; 2025Q4: 207,814 shares; 2026Q1: 204,073 shares 204,073 $9.34M 0.11% -3,741 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,127 shares; 2024Q4: 159,922 shares; 2025Q1: 159,967 shares; 2025Q2: 152,976 shares; 2025Q3: 151,547 shares; 2025Q4: 148,620 shares; 2026Q1: 143,869 shares 143,869 $9.31M 0.11% -4,751 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: 24,993 shares; 2024Q4: 24,610 shares; 2025Q1: 23,973 shares; 2025Q2: 23,105 shares; 2025Q3: 21,853 shares; 2025Q4: 21,275 shares; 2026Q1: 20,685 shares 20,685 $9.24M 0.11% -590 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,440 shares; 2024Q4: 145,113 shares; 2025Q1: 143,900 shares; 2025Q2: 147,788 shares; 2025Q3: 146,151 shares; 2025Q4: 154,072 shares; 2026Q1: 191,796 shares 191,796 $9.22M 0.11% +37,724 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,613 shares; 2024Q4: 131,638 shares; 2025Q1: 123,182 shares; 2025Q2: 117,194 shares; 2025Q3: 113,712 shares; 2025Q4: 107,623 shares; 2026Q1: 98,646 shares 98,646 $9.2M 0.11% -8,977 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,019 shares; 2024Q4: 171,112 shares; 2025Q1: 171,113 shares; 2025Q2: 261,358 shares; 2025Q3: 259,233 shares; 2025Q4: 260,131 shares; 2026Q1: 199,721 shares 199,721 $9.12M 0.11% -60,410 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,158 shares; 2024Q4: 138,795 shares; 2025Q1: 138,307 shares; 2025Q2: 125,637 shares; 2025Q3: 116,921 shares; 2025Q4: 107,010 shares; 2026Q1: 92,401 shares 92,401 $9.09M 0.11% -14,609 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: 23,865 shares; 2024Q4: 23,934 shares; 2025Q1: 23,779 shares; 2025Q2: 34,999 shares; 2025Q3: 34,735 shares; 2025Q4: 31,319 shares; 2026Q1: 30,583 shares 30,583 $8.95M 0.11% -736 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: 105,663 shares; 2024Q4: 106,274 shares; 2025Q1: 104,130 shares; 2025Q2: 99,696 shares; 2025Q3: 97,111 shares; 2025Q4: 95,404 shares; 2026Q1: 90,305 shares 90,305 $8.7M 0.1% -5,099 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: 15,201 shares; 2024Q4: 221,270 shares; 2025Q1: 237,196 shares; 2025Q2: 236,694 shares; 2025Q3: 225,597 shares; 2025Q4: 207,709 shares; 2026Q1: 204,083 shares 204,083 $8.62M 0.1% -3,626 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: 98,679 shares; 2024Q4: 103,180 shares; 2025Q1: 105,147 shares; 2025Q2: 112,203 shares; 2025Q3: 114,279 shares; 2025Q4: 117,571 shares; 2026Q1: 119,451 shares 119,451 $8.52M 0.1% +1,880 Timeline SLYV 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: 54,790 shares; 2024Q4: 102,429 shares; 2025Q1: 99,482 shares; 2025Q2: 94,854 shares; 2025Q3: 93,943 shares; 2025Q4: 93,384 shares; 2026Q1: 87,966 shares 87,966 $8.32M 0.1% -5,418 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,285 shares; 2024Q4: 55,525 shares; 2025Q1: 54,704 shares; 2025Q2: 56,798 shares; 2025Q3: 57,023 shares; 2025Q4: 57,190 shares; 2026Q1: 56,516 shares 56,516 $7.99M 0.1% -674 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: 12,307 shares; 2024Q4: 13,253 shares; 2025Q1: 14,501 shares; 2025Q2: 15,183 shares; 2025Q3: 15,131 shares; 2025Q4: 14,200 shares; 2026Q1: 13,754 shares 13,754 $7.94M 0.1% -446 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,967 shares; 2024Q4: 64,134 shares; 2025Q1: 61,223 shares; 2025Q2: 57,836 shares; 2025Q3: 55,141 shares; 2025Q4: 51,720 shares; 2026Q1: 50,472 shares 50,472 $7.94M 0.1% -1,248 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,458 shares; 2024Q4: 101,618 shares; 2025Q1: 99,010 shares; 2025Q2: 103,428 shares; 2025Q3: 99,258 shares; 2025Q4: 98,132 shares; 2026Q1: 95,941 shares 95,941 $7.84M 0.09% -2,191 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: 51,772 shares; 2024Q4: 53,439 shares; 2025Q1: 51,918 shares; 2025Q2: 52,285 shares; 2025Q3: 54,342 shares; 2025Q4: 53,458 shares; 2026Q1: 52,752 shares 52,752 $7.81M 0.09% -706 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: 73,047 shares; 2024Q4: 70,707 shares; 2025Q1: 70,700 shares; 2025Q2: 70,463 shares; 2025Q3: 69,164 shares; 2025Q4: 68,928 shares; 2026Q1: 70,322 shares 70,322 $7.72M 0.09% +1,394 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: 27,529 shares; 2024Q4: 27,530 shares; 2025Q1: 26,919 shares; 2025Q2: 26,900 shares; 2025Q3: 25,081 shares; 2025Q4: 24,432 shares; 2026Q1: 24,567 shares 24,567 $7.71M 0.09% +135 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: 120,561 shares; 2024Q4: 112,023 shares; 2025Q1: 115,567 shares; 2025Q2: 108,310 shares; 2025Q3: 100,420 shares; 2025Q4: 95,548 shares; 2026Q1: 90,159 shares 90,159 $7.68M 0.09% -5,389 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,374 shares; 2024Q4: 60,452 shares; 2025Q1: 59,430 shares; 2025Q2: 56,469 shares; 2025Q3: 56,587 shares; 2025Q4: 54,452 shares; 2026Q1: 53,427 shares 53,427 $7.61M 0.09% -1,025 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,085 shares; 2024Q4: 124,412 shares; 2025Q1: 124,713 shares; 2025Q2: 126,386 shares; 2025Q3: 123,954 shares; 2025Q4: 122,114 shares; 2026Q1: 128,677 shares 128,677 $7.28M 0.09% +6,563 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: 15,470 shares; 2024Q4: 17,968 shares; 2025Q1: 19,197 shares; 2025Q2: 17,403 shares; 2025Q3: 17,626 shares; 2025Q4: 17,358 shares; 2026Q1: 16,649 shares 16,649 $7.16M 0.09% -709 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,552 shares; 2024Q4: 142,940 shares; 2025Q1: 145,547 shares; 2025Q2: 147,832 shares; 2025Q3: 150,624 shares; 2025Q4: 152,561 shares; 2026Q1: 155,372 shares 155,372 $7.06M 0.08% +2,811 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,121 shares; 2024Q4: 272,240 shares; 2025Q1: 277,952 shares; 2025Q2: 270,499 shares; 2025Q3: 277,226 shares; 2025Q4: 292,678 shares; 2026Q1: 281,536 shares 281,536 $6.97M 0.08% -11,142 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,883 shares; 2024Q4: 49,104 shares; 2025Q1: 48,377 shares; 2025Q2: 48,412 shares; 2025Q3: 48,298 shares; 2025Q4: 47,926 shares; 2026Q1: 47,588 shares 47,588 $6.94M 0.08% -338 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: 62,962 shares; 2024Q4: 65,309 shares; 2025Q1: 63,641 shares; 2025Q2: 68,386 shares; 2025Q3: 70,637 shares; 2025Q4: 71,691 shares; 2026Q1: 71,083 shares 71,083 $6.91M 0.08% -608 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: 6,256 shares; 2024Q4: 7,074 shares; 2025Q1: 6,985 shares; 2025Q2: 6,832 shares; 2025Q3: 6,780 shares; 2025Q4: 6,394 shares; 2026Q1: 6,778 shares 6,778 $6.75M 0.08% +384 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: 30,629 shares; 2024Q4: 30,735 shares; 2025Q1: 31,149 shares; 2025Q2: 30,802 shares; 2025Q3: 30,816 shares; 2025Q4: 31,354 shares; 2026Q1: 32,212 shares 32,212 $6.66M 0.08% +858 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: 52,975 shares; 2024Q4: 52,975 shares; 2025Q1: 52,950 shares; 2025Q2: 52,880 shares; 2025Q3: 52,544 shares; 2025Q4: 52,385 shares; 2026Q1: 51,091 shares 51,091 $6.55M 0.08% -1,294 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: 801 shares; 2024Q4: 7,499 shares; 2025Q1: 7,404 shares; 2025Q2: 7,371 shares; 2025Q3: 7,242 shares; 2025Q4: 7,256 shares; 2026Q1: 7,477 shares 7,477 $6.47M 0.08% +221 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: 21,132 shares; 2024Q4: 23,225 shares; 2025Q1: 22,486 shares; 2025Q2: 24,362 shares; 2025Q3: 22,945 shares; 2025Q4: 22,350 shares; 2026Q1: 21,488 shares 21,488 $6.42M 0.08% -862 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: 165,790 shares; 2024Q4: 173,951 shares; 2025Q1: 172,675 shares; 2025Q2: 175,123 shares; 2025Q3: 177,045 shares; 2025Q4: 176,908 shares; 2026Q1: 176,867 shares 176,867 $6.32M 0.08% -41 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,303 shares; 2024Q4: 135,425 shares; 2025Q1: 128,122 shares; 2025Q2: 125,205 shares; 2025Q3: 124,575 shares; 2025Q4: 121,039 shares; 2026Q1: 106,608 shares 106,608 $6.31M 0.08% -14,431 Timeline HYMB 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: 31,018 shares; 2024Q4: 33,328 shares; 2025Q1: 49,252 shares; 2025Q2: 55,181 shares; 2025Q3: 54,796 shares; 2025Q4: 236,944 shares; 2026Q1: 246,610 shares 246,610 $6.12M 0.07% +9,666 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: 53,595 shares; 2024Q4: 52,658 shares; 2025Q1: 48,165 shares; 2025Q2: 45,255 shares; 2025Q3: 42,922 shares; 2025Q4: 44,115 shares; 2026Q1: 49,014 shares 49,014 $5.9M 0.07% +4,899 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,529 shares; 2024Q4: 128,820 shares; 2025Q1: 121,259 shares; 2025Q2: 117,650 shares; 2025Q3: 117,367 shares; 2025Q4: 116,941 shares; 2026Q1: 110,358 shares 110,358 $5.8M 0.07% -6,583 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: 8,365 shares; 2024Q4: 11,110 shares; 2025Q1: 10,799 shares; 2025Q2: 10,868 shares; 2025Q3: 10,730 shares; 2025Q4: 11,128 shares; 2026Q1: 10,064 shares 10,064 $5.76M 0.07% -1,064 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: 9,244 shares; 2024Q4: 9,224 shares; 2025Q1: 9,319 shares; 2025Q2: 9,650 shares; 2025Q3: 9,617 shares; 2025Q4: 9,519 shares; 2026Q1: 8,170 shares 8,170 $5.7M 0.07% -1,349 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,260 shares; 2024Q4: 205,607 shares; 2025Q1: 200,033 shares; 2025Q2: 195,324 shares; 2025Q3: 194,241 shares; 2025Q4: 188,156 shares; 2026Q1: 193,959 shares 193,959 $5.64M 0.07% +5,803 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: 19,325 shares; 2024Q4: 19,533 shares; 2025Q1: 19,444 shares; 2025Q2: 19,691 shares; 2025Q3: 19,278 shares; 2025Q4: 18,680 shares; 2026Q1: 18,598 shares 18,598 $5.63M 0.07% -82 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,124 shares; 2024Q4: 60,211 shares; 2025Q1: 62,608 shares; 2025Q2: 63,275 shares; 2025Q3: 62,091 shares; 2025Q4: 64,032 shares; 2026Q1: 63,763 shares 63,763 $5.62M 0.07% -269 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 10,535 shares; 2025Q1: 13,767 shares; 2025Q2: 13,861 shares; 2025Q3: 13,791 shares; 2025Q4: 13,085 shares; 2026Q1: 10,928 shares 10,928 $5.46M 0.07% -2,157 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: 7,852 shares; 2024Q4: 7,974 shares; 2025Q1: 7,885 shares; 2025Q2: 7,971 shares; 2025Q3: 8,058 shares; 2025Q4: 8,056 shares; 2026Q1: 7,987 shares 7,987 $5.45M 0.07% -69 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,578 shares; 2024Q4: 65,905 shares; 2025Q1: 64,385 shares; 2025Q2: 61,732 shares; 2025Q3: 58,937 shares; 2025Q4: 60,355 shares; 2026Q1: 57,086 shares 57,086 $5.33M 0.06% -3,269 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: 39,721 shares; 2024Q4: 44,108 shares; 2025Q1: 41,258 shares; 2025Q2: 43,246 shares; 2025Q3: 42,502 shares; 2025Q4: 43,760 shares; 2026Q1: 57,041 shares 57,041 $5.3M 0.06% +13,281 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,278 shares; 2025Q1: 7,848 shares; 2025Q2: 7,089 shares; 2025Q3: 6,874 shares; 2025Q4: 6,759 shares; 2026Q1: 6,751 shares 6,751 $5.22M 0.06% -8 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,750 shares; 2024Q4: 83,335 shares; 2025Q1: 78,516 shares; 2025Q2: 75,719 shares; 2025Q3: 72,772 shares; 2025Q4: 70,610 shares; 2026Q1: 66,355 shares 66,355 $5.21M 0.06% -4,255 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,414 shares; 2024Q4: 21,262 shares; 2025Q1: 21,540 shares; 2025Q2: 21,454 shares; 2025Q3: 21,350 shares; 2025Q4: 22,564 shares; 2026Q1: 21,350 shares 21,350 $5.17M 0.06% -1,214 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: 46,490 shares; 2024Q4: 60,554 shares; 2025Q1: 65,663 shares; 2025Q2: 70,487 shares; 2025Q3: 69,710 shares; 2025Q4: 65,656 shares; 2026Q1: 66,286 shares 66,286 $5.11M 0.06% +630 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,810 shares; 2024Q4: 76,510 shares; 2025Q1: 75,452 shares; 2025Q2: 73,841 shares; 2025Q3: 71,871 shares; 2025Q4: 69,352 shares; 2026Q1: 67,078 shares 67,078 $5.06M 0.06% -2,274 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,740 shares; 2024Q4: 131,228 shares; 2025Q1: 134,237 shares; 2025Q2: 158,879 shares; 2025Q3: 156,461 shares; 2025Q4: 155,790 shares; 2026Q1: 144,489 shares 144,489 $4.99M 0.06% -11,301 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: 25,847 shares; 2024Q4: 27,407 shares; 2025Q1: 29,735 shares; 2025Q2: 41,999 shares; 2025Q3: 49,790 shares; 2025Q4: 69,207 shares; 2026Q1: 64,372 shares 64,372 $4.96M 0.06% -4,835 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: 6,942 shares; 2024Q4: 7,124 shares; 2025Q1: 6,953 shares; 2025Q2: 6,951 shares; 2025Q3: 6,911 shares; 2025Q4: 7,076 shares; 2026Q1: 6,962 shares 6,962 $4.93M 0.06% -114 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 40,269 shares; 2025Q1: 39,744 shares; 2025Q2: 39,152 shares; 2025Q3: 39,708 shares; 2025Q4: 39,424 shares; 2026Q1: 37,986 shares 37,986 $4.83M 0.06% -1,438 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,914 shares; 2024Q4: 89,228 shares; 2025Q1: 88,574 shares; 2025Q2: 87,467 shares; 2025Q3: 87,153 shares; 2025Q4: 85,129 shares; 2026Q1: 83,722 shares 83,722 $4.75M 0.06% -1,407 Timeline VUSB 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: 18,826 shares; 2024Q4: 109,210 shares; 2025Q1: 109,311 shares; 2025Q2: 103,069 shares; 2025Q3: 102,503 shares; 2025Q4: 101,386 shares; 2026Q1: 94,960 shares 94,960 $4.73M 0.06% -6,426 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,075 shares; 2024Q4: 71,805 shares; 2025Q1: 70,124 shares; 2025Q2: 68,925 shares; 2025Q3: 70,950 shares; 2025Q4: 65,578 shares; 2026Q1: 60,778 shares 60,778 $4.65M 0.06% -4,800 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 91,122 shares; 2026Q1: 86,775 shares 86,775 $4.59M 0.05% -4,347 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: 11,859 shares; 2024Q4: 14,398 shares; 2025Q1: 13,805 shares; 2025Q2: 14,743 shares; 2025Q3: 14,511 shares; 2025Q4: 14,009 shares; 2026Q1: 12,312 shares 12,312 $4.58M 0.05% -1,697 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: 8,152 shares; 2024Q4: 8,076 shares; 2025Q1: 9,561 shares; 2025Q2: 9,474 shares; 2025Q3: 9,254 shares; 2025Q4: 9,118 shares; 2026Q1: 7,412 shares 7,412 $4.57M 0.05% -1,706 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 137,825 shares; 2025Q1: 137,825 shares; 2025Q2: 137,957 shares; 2025Q3: 137,816 shares; 2025Q4: 137,927 shares; 2026Q1: 107,234 shares 107,234 $4.53M 0.05% -30,693 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 30,667 shares; 2025Q1: 29,362 shares; 2025Q2: 32,460 shares; 2025Q3: 32,558 shares; 2025Q4: 32,435 shares; 2026Q1: 32,030 shares 32,030 $4.43M 0.05% -405 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: 24,341 shares; 2024Q4: 25,900 shares; 2025Q1: 26,929 shares; 2025Q2: 27,598 shares; 2025Q3: 27,720 shares; 2025Q4: 26,106 shares; 2026Q1: 23,419 shares 23,419 $4.37M 0.05% -2,687 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: 20,746 shares; 2024Q4: 21,116 shares; 2025Q1: 21,472 shares; 2025Q2: 21,475 shares; 2025Q3: 20,725 shares; 2025Q4: 19,416 shares; 2026Q1: 17,919 shares 17,919 $4.36M 0.05% -1,497 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 12,305 shares; 2025Q1: 12,558 shares; 2025Q2: 13,272 shares; 2025Q3: 13,128 shares; 2025Q4: 13,265 shares; 2026Q1: 13,105 shares 13,105 $4.23M 0.05% -160 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,959 shares; 2024Q4: 44,709 shares; 2025Q1: 44,095 shares; 2025Q2: 43,875 shares; 2025Q3: 42,754 shares; 2025Q4: 41,930 shares; 2026Q1: 42,772 shares 42,772 $4.19M 0.05% +842 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: 69,999 shares; 2024Q4: 70,360 shares; 2025Q1: 74,206 shares; 2025Q2: 83,936 shares; 2025Q3: 91,610 shares; 2025Q4: 77,084 shares; 2026Q1: 71,869 shares 71,869 $4.14M 0.05% -5,215 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,669 shares; 2024Q4: 206,569 shares; 2025Q1: 206,155 shares; 2025Q2: 205,449 shares; 2025Q3: 213,106 shares; 2025Q4: 210,832 shares; 2026Q1: 167,321 shares 167,321 $4.14M 0.05% -43,511 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,551 shares; 2024Q4: 38,580 shares; 2025Q1: 39,190 shares; 2025Q2: 39,251 shares; 2025Q3: 40,103 shares; 2025Q4: 42,937 shares; 2026Q1: 43,827 shares 43,827 $4.12M 0.05% +890 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,736 shares; 2024Q4: 30,029 shares; 2025Q1: 30,491 shares; 2025Q2: 30,519 shares; 2025Q3: 29,946 shares; 2025Q4: 29,946 shares; 2026Q1: 29,946 shares 29,946 $3.97M 0.05% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,888 shares; 2024Q4: 26,941 shares; 2025Q1: 29,159 shares; 2025Q2: 30,930 shares; 2025Q3: 31,779 shares; 2025Q4: 32,897 shares; 2026Q1: 33,650 shares 33,650 $3.84M 0.05% +753 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: 82,254 shares; 2024Q4: 85,891 shares; 2025Q1: 82,014 shares; 2025Q2: 85,269 shares; 2025Q3: 73,427 shares; 2025Q4: 75,947 shares; 2026Q1: 77,164 shares 77,164 $3.76M 0.05% +1,217 Timeline JNK 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: 10,853 shares; 2024Q4: 27,687 shares; 2025Q1: 27,759 shares; 2025Q2: 28,503 shares; 2025Q3: 30,445 shares; 2025Q4: 34,526 shares; 2026Q1: 39,091 shares 39,091 $3.74M 0.04% +4,565 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 22,143 shares; 2025Q4: 23,599 shares; 2026Q1: 23,668 shares 23,668 $3.74M 0.04% +69 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: 22,246 shares; 2024Q4: 21,685 shares; 2025Q1: 20,696 shares; 2025Q2: 21,930 shares; 2025Q3: 22,323 shares; 2025Q4: 28,214 shares; 2026Q1: 28,472 shares 28,472 $3.73M 0.04% +258 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 39,805 shares; 2025Q1: 36,825 shares; 2025Q2: 35,692 shares; 2025Q3: 35,711 shares; 2025Q4: 33,983 shares; 2026Q1: 33,313 shares 33,313 $3.68M 0.04% -670 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: 17 shares; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 5 shares 5 $3.59M 0.04% -17 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,424 shares; 2024Q4: 29,641 shares; 2025Q1: 30,891 shares; 2025Q2: 32,470 shares; 2025Q3: 32,123 shares; 2025Q4: 28,926 shares; 2026Q1: 29,952 shares 29,952 $3.54M 0.04% +1,026 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: 835 shares; 2024Q4: 889 shares; 2025Q1: 859 shares; 2025Q2: 841 shares; 2025Q3: 831 shares; 2025Q4: 841 shares; 2026Q1: 835 shares 835 $3.52M 0.04% -6 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: 6,301 shares; 2024Q4: 6,432 shares; 2025Q1: 6,299 shares; 2025Q2: 6,271 shares; 2025Q3: 6,252 shares; 2025Q4: 6,279 shares; 2026Q1: 6,220 shares 6,220 $3.5M 0.04% -59 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 34,777 shares; 2025Q1: 35,305 shares; 2025Q2: 35,305 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares; 2026Q1: 36,303 shares 36,303 $3.4M 0.04% +743 Timeline DFNM 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: 74,770 shares; 2024Q4: 76,491 shares; 2025Q1: 74,778 shares; 2025Q2: 69,668 shares; 2025Q3: 67,994 shares; 2025Q4: 70,743 shares; 2026Q1: 70,793 shares 70,793 $3.39M 0.04% +50 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,796 shares; 2025Q2: 102,274 shares; 2025Q3: 110,592 shares; 2025Q4: 113,753 shares; 2026Q1: 130,257 shares 130,257 $3.33M 0.04% +16,504 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: 10,032 shares; 2024Q4: 10,375 shares; 2025Q1: 9,606 shares; 2025Q2: 9,592 shares; 2025Q3: 9,576 shares; 2025Q4: 9,580 shares; 2026Q1: 9,602 shares 9,602 $3.3M 0.04% +22 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,487 shares; 2024Q4: 12,347 shares; 2025Q1: 11,792 shares; 2025Q2: 12,144 shares; 2025Q3: 13,335 shares; 2025Q4: 11,648 shares; 2026Q1: 13,438 shares 13,438 $3.26M 0.04% +1,790 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: 13,380 shares; 2025Q1: 14,217 shares; 2025Q2: 13,974 shares; 2025Q3: 19,957 shares; 2025Q4: 19,133 shares; 2026Q1: 22,045 shares 22,045 $3.22M 0.04% +2,912 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: 51,476 shares; 2024Q4: 45,856 shares; 2025Q1: 44,202 shares; 2025Q2: 39,973 shares; 2025Q3: 47,799 shares; 2025Q4: 74,966 shares; 2026Q1: 72,238 shares 72,238 $3.19M 0.04% -2,728 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,385 shares; 2025Q1: 50,426 shares; 2025Q2: 50,495 shares; 2025Q3: 50,558 shares; 2025Q4: 50,618 shares; 2026Q1: 37,362 shares 37,362 $3.18M 0.04% -13,256 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: 28,202 shares; 2024Q4: 25,108 shares; 2025Q1: 24,582 shares; 2025Q2: 24,484 shares; 2025Q3: 24,271 shares; 2025Q4: 24,175 shares; 2026Q1: 19,089 shares 19,089 $3.16M 0.04% -5,086 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,812 shares; 2024Q4: 25,331 shares; 2025Q1: 24,864 shares; 2025Q2: 26,796 shares; 2025Q3: 29,120 shares; 2025Q4: 29,060 shares; 2026Q1: 28,106 shares 28,106 $3.16M 0.04% -954 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,637 shares; 2024Q4: 67,833 shares; 2025Q1: 66,385 shares; 2025Q2: 65,106 shares; 2025Q3: 64,629 shares; 2025Q4: 65,032 shares; 2026Q1: 47,733 shares 47,733 $3.14M 0.04% -17,299 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: 16,728 shares; 2024Q4: 14,547 shares; 2025Q1: 6,729 shares; 2025Q2: 6,208 shares; 2025Q3: 5,660 shares; 2025Q4: 9,306 shares; 2026Q1: 10,694 shares 10,694 $3.11M 0.04% +1,388 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,932 shares; 2024Q4: 77,604 shares; 2025Q1: 73,220 shares; 2025Q2: 70,224 shares; 2025Q3: 71,513 shares; 2025Q4: 64,378 shares; 2026Q1: 60,995 shares 60,995 $3.03M 0.04% -3,383 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,336 shares; 2024Q4: 91,199 shares; 2025Q1: 86,994 shares; 2025Q2: 79,809 shares; 2025Q3: 76,210 shares; 2025Q4: 69,323 shares; 2026Q1: 64,136 shares 64,136 $2.9M 0.03% -5,187 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 11,637 shares; 2025Q1: 11,504 shares; 2025Q2: 11,257 shares; 2025Q3: 9,954 shares; 2025Q4: 10,206 shares; 2026Q1: 10,148 shares 10,148 $2.88M 0.03% -58 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,072 shares; 2025Q3: 14,314 shares; 2025Q4: 17,162 shares; 2026Q1: 16,512 shares 16,512 $2.82M 0.03% -650 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: 4,707 shares; 2024Q4: 4,817 shares; 2025Q1: 6,165 shares; 2025Q2: 8,045 shares; 2025Q3: 7,978 shares; 2025Q4: 8,886 shares; 2026Q1: 9,508 shares 9,508 $2.81M 0.03% +622 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,172 shares; 2025Q1: 4,202 shares; 2025Q2: 4,044 shares; 2025Q3: 4,135 shares; 2025Q4: 4,212 shares; 2026Q1: 3,294 shares 3,294 $2.79M 0.03% -918 Timeline SPSM 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: 28,642 shares; 2024Q4: 77,029 shares; 2025Q1: 74,377 shares; 2025Q2: 71,995 shares; 2025Q3: 71,779 shares; 2025Q4: 69,702 shares; 2026Q1: 57,079 shares 57,079 $2.76M 0.03% -12,623 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 34,213 shares; 2025Q1: 33,809 shares; 2025Q2: 33,864 shares; 2025Q3: 32,156 shares; 2025Q4: 31,776 shares; 2026Q1: 29,639 shares 29,639 $2.7M 0.03% -2,137 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: 183,642 shares; 2024Q4: 180,547 shares; 2025Q1: 167,549 shares; 2025Q2: 152,433 shares; 2025Q3: 141,899 shares; 2025Q4: 107,911 shares; 2026Q1: 93,328 shares 93,328 $2.68M 0.03% -14,583 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: 53,829 shares; 2024Q4: 45,622 shares; 2025Q1: 42,713 shares; 2025Q2: 40,685 shares; 2025Q3: 40,344 shares; 2025Q4: 39,080 shares; 2026Q1: 37,116 shares 37,116 $2.67M 0.03% -1,964 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,008 shares; 2024Q4: 46,853 shares; 2025Q1: 49,179 shares; 2025Q2: 43,995 shares; 2025Q3: 42,930 shares; 2025Q4: 39,915 shares; 2026Q1: 39,513 shares 39,513 $2.66M 0.03% -402 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 114,206 shares; 2025Q1: 120,338 shares; 2025Q2: 120,742 shares; 2025Q3: 125,588 shares; 2025Q4: 125,498 shares; 2026Q1: 86,666 shares 86,666 $2.64M 0.03% -38,832 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,489 shares; 2024Q4: 21,766 shares; 2025Q1: 22,780 shares; 2025Q2: 21,396 shares; 2025Q3: 21,137 shares; 2025Q4: 21,017 shares; 2026Q1: 20,635 shares 20,635 $2.64M 0.03% -382 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,190 shares; 2024Q4: 19,349 shares; 2025Q1: 21,041 shares; 2025Q2: 24,558 shares; 2025Q3: 24,490 shares; 2025Q4: 24,551 shares; 2026Q1: 24,297 shares 24,297 $2.57M 0.03% -254 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: 20,271 shares; 2024Q4: 20,778 shares; 2025Q1: 23,610 shares; 2025Q2: 23,475 shares; 2025Q3: 23,395 shares; 2025Q4: 22,997 shares; 2026Q1: 18,819 shares 18,819 $2.56M 0.03% -4,178 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,482 shares; 2024Q4: 14,866 shares; 2025Q1: 15,347 shares; 2025Q2: 13,653 shares; 2025Q3: 13,109 shares; 2025Q4: 14,394 shares; 2026Q1: 14,613 shares 14,613 $2.51M 0.03% +219 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: 29,517 shares; 2024Q4: 28,856 shares; 2025Q1: 28,922 shares; 2025Q2: 28,770 shares; 2025Q3: 28,369 shares; 2025Q4: 56,216 shares; 2026Q1: 54,385 shares 54,385 $2.5M 0.03% -1,831 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 16,545 shares; 2025Q1: 15,531 shares; 2025Q2: 19,158 shares; 2025Q3: 19,410 shares; 2025Q4: 19,628 shares; 2026Q1: 21,690 shares 21,690 $2.49M 0.03% +2,062 Timeline SPYX 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: 49,173 shares; 2024Q4: 48,356 shares; 2025Q1: 48,356 shares; 2025Q2: 48,732 shares; 2025Q3: 47,030 shares; 2025Q4: 46,873 shares; 2026Q1: 46,400 shares 46,400 $2.46M 0.03% -473 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,681 shares; 2025Q2: 15,760 shares; 2025Q3: 17,398 shares; 2025Q4: 21,350 shares; 2026Q1: 23,867 shares 23,867 $2.45M 0.03% +2,517 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,405 shares; 2024Q4: 22,775 shares; 2025Q1: 25,307 shares; 2025Q2: 34,011 shares; 2025Q3: 34,012 shares; 2025Q4: 34,013 shares; 2026Q1: 34,014 shares 34,014 $2.45M 0.03% +1 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,887 shares; 2024Q4: 50,054 shares; 2025Q1: 50,524 shares; 2025Q2: 50,539 shares; 2025Q3: 50,539 shares; 2025Q4: 50,947 shares; 2026Q1: 50,943 shares 50,943 $2.42M 0.03% -4 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: 11,309 shares; 2024Q4: 12,349 shares; 2025Q1: 11,522 shares; 2025Q2: 10,832 shares; 2025Q3: 11,638 shares; 2025Q4: 11,334 shares; 2026Q1: 10,708 shares 10,708 $2.42M 0.03% -626 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: 36,537 shares; 2024Q4: 36,336 shares; 2025Q1: 35,297 shares; 2025Q2: 14,217 shares; 2025Q3: 13,231 shares; 2025Q4: 12,334 shares; 2026Q1: 8,917 shares 8,917 $2.41M 0.03% -3,417 Timeline EPS 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: 35,294 shares; 2024Q4: 35,294 shares; 2025Q1: 35,194 shares; 2025Q2: 35,094 shares; 2025Q3: 35,094 shares; 2025Q4: 35,094 shares; 2026Q1: 34,935 shares 34,935 $2.38M 0.03% -159 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,316 shares; 2025Q1: 6,158 shares; 2025Q2: 6,474 shares; 2025Q3: 6,403 shares; 2025Q4: 6,229 shares; 2026Q1: 6,264 shares 6,264 $2.32M 0.03% +35 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 19,411 shares; 2025Q3: 18,986 shares; 2025Q4: 18,986 shares; 2026Q1: 18,986 shares 18,986 $2.3M 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,642 shares; 2024Q4: 95,544 shares; 2025Q1: 95,805 shares; 2025Q2: 113,653 shares; 2025Q3: 101,317 shares; 2025Q4: 88,367 shares; 2026Q1: 88,060 shares 88,060 $2.21M 0.03% -307 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: 8,391 shares; 2024Q4: 8,380 shares; 2025Q1: 8,312 shares; 2025Q2: 7,662 shares; 2025Q3: 7,647 shares; 2025Q4: 7,656 shares; 2026Q1: 7,549 shares 7,549 $2.17M 0.03% -107 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,036 shares; 2024Q4: 58,451 shares; 2025Q1: 54,738 shares; 2025Q2: 53,776 shares; 2025Q3: 53,416 shares; 2025Q4: 47,095 shares; 2026Q1: 46,338 shares 46,338 $2.17M 0.03% -757 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 31,552 shares; 2025Q1: 29,914 shares; 2025Q2: 29,625 shares; 2025Q3: 29,621 shares; 2025Q4: 29,231 shares; 2026Q1: 27,062 shares 27,062 $2.14M 0.03% -2,169 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 4,541 shares; 2025Q1: 6,271 shares; 2025Q2: 8,183 shares; 2025Q3: 8,728 shares; 2025Q4: 10,450 shares; 2026Q1: 11,924 shares 11,924 $2.05M 0.02% +1,474 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,784 shares; 2025Q1: 2,715 shares; 2025Q2: 2,657 shares; 2025Q3: 2,364 shares; 2025Q4: 2,397 shares; 2026Q1: 2,346 shares 2,346 $2.05M 0.02% -51 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,708 shares; 2024Q4: 56,063 shares; 2025Q1: 55,382 shares; 2025Q2: 55,207 shares; 2025Q3: 54,736 shares; 2025Q4: 54,737 shares; 2026Q1: 55,901 shares 55,901 $2.01M 0.02% +1,164 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 4,817 shares; 2025Q1: 4,347 shares; 2025Q2: 4,327 shares; 2025Q3: 5,052 shares; 2025Q4: 4,780 shares; 2026Q1: 4,056 shares 4,056 $1.99M 0.02% -724 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 12,465 shares; 2025Q1: 12,364 shares; 2025Q2: 12,727 shares; 2025Q3: 12,449 shares; 2025Q4: 12,616 shares; 2026Q1: 12,161 shares 12,161 $1.97M 0.02% -455 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: 17,679 shares; 2024Q4: 15,912 shares; 2025Q1: 15,363 shares; 2025Q2: 15,765 shares; 2025Q3: 15,435 shares; 2025Q4: 15,349 shares; 2026Q1: 15,254 shares 15,254 $1.96M 0.02% -95 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,930 shares; 2025Q1: 47,657 shares; 2025Q2: 48,110 shares; 2025Q3: 46,751 shares; 2025Q4: 41,975 shares; 2026Q1: 41,798 shares 41,798 $1.93M 0.02% -177 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 9,315 shares; 2025Q1: 9,317 shares; 2025Q2: 9,319 shares; 2025Q3: 9,320 shares; 2025Q4: 9,431 shares; 2026Q1: 9,433 shares 9,433 $1.92M 0.02% +2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,976 shares; 2024Q4: 146,739 shares; 2025Q1: 134,798 shares; 2025Q2: 125,028 shares; 2025Q3: 118,505 shares; 2025Q4: 13,125 shares; 2026Q1: 9,397 shares 9,397 $1.92M 0.02% -3,728 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: 1,758 shares; 2024Q4: 2,070 shares; 2025Q1: 2,023 shares; 2025Q2: 2,042 shares; 2025Q3: 2,014 shares; 2025Q4: 21,193 shares; 2026Q1: 19,885 shares 19,885 $1.91M 0.02% -1,308 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 7,498 shares; 2025Q1: 7,203 shares; 2025Q2: 7,132 shares; 2025Q3: 6,664 shares; 2025Q4: 8,222 shares; 2026Q1: 9,622 shares 9,622 $1.91M 0.02% +1,400 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 43,208 shares; 2025Q1: 42,800 shares; 2025Q2: 44,722 shares; 2025Q3: 52,385 shares; 2025Q4: 53,211 shares; 2026Q1: 38,020 shares 38,020 $1.9M 0.02% -15,191 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,321 shares; 2024Q4: 53,354 shares; 2025Q1: 53,309 shares; 2025Q2: 53,161 shares; 2025Q3: 52,144 shares; 2025Q4: 46,882 shares; 2026Q1: 42,076 shares 42,076 $1.9M 0.02% -4,806 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 12,492 shares; 2025Q1: 12,550 shares; 2025Q2: 12,534 shares; 2025Q3: 12,101 shares; 2025Q4: 15,485 shares; 2026Q1: 16,739 shares 16,739 $1.85M 0.02% +1,254 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: 55,195 shares; 2024Q4: 56,233 shares; 2025Q1: 56,908 shares; 2025Q2: 57,398 shares; 2025Q3: 56,924 shares; 2025Q4: 57,111 shares; 2026Q1: 53,369 shares 53,369 $1.79M 0.02% -3,742 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,028 shares; 2024Q4: 178,623 shares; 2025Q1: 174,733 shares; 2025Q2: 170,611 shares; 2025Q3: 163,324 shares; 2025Q4: 158,516 shares; 2026Q1: 130,671 shares 130,671 $1.77M 0.02% -27,845 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: 42,026 shares; 2024Q4: 41,533 shares; 2025Q1: 39,885 shares; 2025Q2: 38,261 shares; 2025Q3: 38,267 shares; 2025Q4: 35,902 shares; 2026Q1: 36,812 shares 36,812 $1.75M 0.02% +910 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: 29,454 shares; 2024Q4: 29,512 shares; 2025Q1: 29,331 shares; 2025Q2: 21,627 shares; 2025Q3: 19,576 shares; 2025Q4: 19,682 shares; 2026Q1: 20,775 shares 20,775 $1.74M 0.02% +1,093 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 24,576 shares; 2025Q1: 28,155 shares; 2025Q2: 38,982 shares; 2025Q3: 63,942 shares; 2025Q4: 83,538 shares; 2026Q1: 76,908 shares 76,908 $1.73M 0.02% -6,630 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 6,951 shares; 2025Q1: 7,287 shares; 2025Q2: 7,638 shares; 2025Q3: 7,616 shares; 2025Q4: 14,159 shares; 2026Q1: 12,930 shares 12,930 $1.72M 0.02% -1,229 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,020 shares 12,020 $1.68M 0.02% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,080 shares; 2025Q1: 28,447 shares; 2025Q2: 28,447 shares; 2025Q3: 52,910 shares; 2025Q4: 70,392 shares; 2026Q1: 72,602 shares 72,602 $1.66M 0.02% +2,210 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 9,979 shares; 2025Q1: 9,464 shares; 2025Q2: 9,926 shares; 2025Q3: 9,838 shares; 2025Q4: 9,833 shares; 2026Q1: 9,796 shares 9,796 $1.66M 0.02% -37 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 22,234 shares; 2025Q1: 30,403 shares; 2025Q2: 30,607 shares; 2025Q3: 30,439 shares; 2025Q4: 28,586 shares; 2026Q1: 21,885 shares 21,885 $1.64M 0.02% -6,701 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 15,329 shares; 2025Q1: 15,282 shares; 2025Q2: 15,282 shares; 2025Q3: 15,259 shares; 2025Q4: 15,274 shares; 2026Q1: 15,000 shares 15,000 $1.6M 0.02% -274 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: 8,831 shares; 2024Q4: 9,424 shares; 2025Q1: 9,078 shares; 2025Q2: 8,065 shares; 2025Q3: 8,080 shares; 2025Q4: 11,393 shares; 2026Q1: 10,990 shares 10,990 $1.6M 0.02% -403 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: 4,408 shares; 2024Q4: 4,560 shares; 2025Q1: 4,679 shares; 2025Q2: 4,705 shares; 2025Q3: 4,714 shares; 2025Q4: 4,747 shares; 2026Q1: 4,869 shares 4,869 $1.59M 0.02% +122 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: 10,564 shares; 2024Q4: 10,922 shares; 2025Q1: 10,498 shares; 2025Q2: 11,455 shares; 2025Q3: 11,285 shares; 2025Q4: 10,740 shares; 2026Q1: 11,962 shares 11,962 $1.58M 0.02% +1,222 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,643 shares; 2025Q1: 5,213 shares; 2025Q2: 5,417 shares; 2025Q3: 5,380 shares; 2025Q4: 5,486 shares; 2026Q1: 6,020 shares 6,020 $1.57M 0.02% +534 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 28,717 shares; 2025Q1: 32,501 shares; 2025Q2: 32,946 shares; 2025Q3: 32,853 shares; 2025Q4: 32,641 shares; 2026Q1: 32,641 shares 32,641 $1.56M 0.02% 0 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: 18,014 shares; 2024Q4: 20,562 shares; 2025Q1: 21,110 shares; 2025Q2: 21,825 shares; 2025Q3: 20,614 shares; 2025Q4: 19,624 shares; 2026Q1: 19,555 shares 19,555 $1.56M 0.02% -69 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: 56,875 shares; 2024Q4: 54,082 shares; 2025Q1: 55,450 shares; 2025Q2: 55,590 shares; 2025Q3: 60,383 shares; 2025Q4: 57,696 shares; 2026Q1: 53,322 shares 53,322 $1.55M 0.02% -4,374 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,499 shares; 2024Q4: 38,862 shares; 2025Q1: 39,662 shares; 2025Q2: 39,362 shares; 2025Q3: 38,847 shares; 2025Q4: 38,401 shares; 2026Q1: 37,214 shares 37,214 $1.53M 0.02% -1,187 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: 9,308 shares; 2024Q4: 9,788 shares; 2025Q1: 8,988 shares; 2025Q2: 7,762 shares; 2025Q3: 7,515 shares; 2025Q4: 8,021 shares; 2026Q1: 9,235 shares 9,235 $1.52M 0.02% +1,214 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 26,386 shares; 2025Q1: 25,634 shares; 2025Q2: 25,150 shares; 2025Q3: 24,609 shares; 2025Q4: 20,680 shares; 2026Q1: 16,393 shares 16,393 $1.5M 0.02% -4,287 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 3,886 shares; 2025Q1: 3,606 shares; 2025Q2: 3,842 shares; 2025Q3: 3,660 shares; 2025Q4: 3,185 shares; 2026Q1: 3,235 shares 3,235 $1.5M 0.02% +50 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: 4,093 shares; 2024Q4: 4,647 shares; 2025Q1: 4,004 shares; 2025Q2: 4,476 shares; 2025Q3: 4,386 shares; 2025Q4: 4,514 shares; 2026Q1: 4,349 shares 4,349 $1.47M 0.02% -165 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: 6,666 shares; 2024Q4: 6,842 shares; 2025Q1: 6,584 shares; 2025Q2: 4,123 shares; 2025Q3: 4,170 shares; 2025Q4: 4,322 shares; 2026Q1: 4,216 shares 4,216 $1.46M 0.02% -106 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 2,711 shares; 2025Q1: 3,514 shares; 2025Q2: 3,700 shares; 2025Q3: 3,689 shares; 2025Q4: 3,696 shares; 2026Q1: 4,065 shares 4,065 $1.45M 0.02% +369 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: 62,799 shares; 2024Q4: 62,436 shares; 2025Q1: 66,850 shares; 2025Q2: 62,093 shares; 2025Q3: 60,340 shares; 2025Q4: 64,216 shares; 2026Q1: 51,684 shares 51,684 $1.45M 0.02% -12,532 Timeline ISCF 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: 34,684 shares; 2024Q4: 34,684 shares; 2025Q1: 34,684 shares; 2025Q2: 34,684 shares; 2025Q3: 34,684 shares; 2025Q4: 34,684 shares; 2026Q1: 34,684 shares 34,684 $1.45M 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 14,103 shares; 2025Q1: 12,691 shares; 2025Q2: 13,900 shares; 2025Q3: 11,360 shares; 2025Q4: 11,251 shares; 2026Q1: 9,922 shares 9,922 $1.44M 0.02% -1,329 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: 21,756 shares; 2024Q4: 21,846 shares; 2025Q1: 21,703 shares; 2025Q2: 22,147 shares; 2025Q3: 21,654 shares; 2025Q4: 21,216 shares; 2026Q1: 24,933 shares 24,933 $1.4M 0.02% +3,717 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,987 shares; 2024Q4: 47,728 shares; 2025Q1: 45,022 shares; 2025Q2: 44,301 shares; 2025Q3: 46,175 shares; 2025Q4: 45,229 shares; 2026Q1: 42,572 shares 42,572 $1.4M 0.02% -2,657 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: 11,483 shares; 2026Q1: 11,953 shares 11,953 $1.38M 0.02% +470 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 7,128 shares; 2025Q1: 6,828 shares; 2025Q2: 6,854 shares; 2025Q3: 8,290 shares; 2025Q4: 7,297 shares; 2026Q1: 7,106 shares 7,106 $1.35M 0.02% -191 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,334 shares; 2024Q4: 20,065 shares; 2025Q1: 19,989 shares; 2025Q2: 19,495 shares; 2025Q3: 19,194 shares; 2025Q4: 19,179 shares; 2026Q1: 17,353 shares 17,353 $1.31M 0.02% -1,826 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,296 shares; 2025Q1: 3,794 shares; 2025Q2: 3,520 shares; 2025Q3: 3,595 shares; 2025Q4: 3,564 shares; 2026Q1: 3,321 shares 3,321 $1.3M 0.02% -243 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 12,143 shares; 2025Q1: 10,251 shares; 2025Q2: 10,280 shares; 2025Q3: 10,019 shares; 2025Q4: 9,087 shares; 2026Q1: 8,081 shares 8,081 $1.29M 0.02% -1,006 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 8,907 shares; 2025Q1: 8,150 shares; 2025Q2: 8,304 shares; 2025Q3: 8,305 shares; 2025Q4: 8,339 shares; 2026Q1: 7,908 shares 7,908 $1.28M 0.02% -431 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: 8,868 shares; 2024Q4: 9,188 shares; 2025Q1: 8,219 shares; 2025Q2: 8,195 shares; 2025Q3: 8,147 shares; 2025Q4: 7,927 shares; 2026Q1: 6,270 shares 6,270 $1.22M 0.01% -1,657 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,902 shares; 2024Q4: 43,872 shares; 2025Q1: 43,760 shares; 2025Q2: 47,822 shares; 2025Q3: 47,587 shares; 2025Q4: 47,565 shares; 2026Q1: 25,586 shares 25,586 $1.2M 0.01% -21,979 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 7,231 shares; 2025Q1: 14,088 shares; 2025Q2: 20,428 shares; 2025Q3: 20,529 shares; 2025Q4: 23,587 shares; 2026Q1: 23,889 shares 23,889 $1.19M 0.01% +302 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: 30,557 shares; 2024Q4: 26,909 shares; 2025Q1: 26,297 shares; 2025Q2: 25,658 shares; 2025Q3: 20,774 shares; 2025Q4: 20,329 shares; 2026Q1: 19,624 shares 19,624 $1.19M 0.01% -705 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,387 shares; 2025Q1: 6,570 shares; 2025Q2: 9,288 shares; 2025Q3: 9,197 shares; 2025Q4: 8,557 shares; 2026Q1: 9,740 shares 9,740 $1.18M 0.01% +1,183 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,580 shares; 2025Q1: 2,340 shares; 2025Q2: 2,219 shares; 2025Q3: 2,190 shares; 2025Q4: 2,196 shares; 2026Q1: 2,187 shares 2,187 $1.18M 0.01% -9 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 13,190 shares; 2025Q1: 12,224 shares; 2025Q2: 12,191 shares; 2025Q3: 11,853 shares; 2025Q4: 11,503 shares; 2026Q1: 11,340 shares 11,340 $1.17M 0.01% -163 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: 8,939 shares; 2024Q4: 11,913 shares; 2025Q1: 10,765 shares; 2025Q2: 10,478 shares; 2025Q3: 10,107 shares; 2025Q4: 10,257 shares; 2026Q1: 12,104 shares 12,104 $1.17M 0.01% +1,847 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 55,538 shares; 2025Q1: 56,007 shares; 2025Q2: 52,555 shares; 2025Q3: 52,145 shares; 2025Q4: 50,199 shares; 2026Q1: 50,199 shares 50,199 $1.17M 0.01% 0 Timeline SHM 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: 28,905 shares; 2024Q4: 24,611 shares; 2025Q1: 24,422 shares; 2025Q2: 24,422 shares; 2025Q3: 24,467 shares; 2025Q4: 25,248 shares; 2026Q1: 24,017 shares 24,017 $1.15M 0.01% -1,231 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,803 shares; 2024Q4: 337,477 shares; 2025Q1: 330,450 shares; 2025Q2: 315,973 shares; 2025Q3: 306,266 shares; 2025Q4: 290,679 shares; 2026Q1: 73,045 shares 73,045 $1.14M 0.01% -217,634 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: 21,461 shares; 2024Q4: 22,248 shares; 2025Q1: 23,332 shares; 2025Q2: 20,667 shares; 2025Q3: 21,204 shares; 2025Q4: 20,792 shares; 2026Q1: 17,151 shares 17,151 $1.13M 0.01% -3,641 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,007 shares; 2024Q4: 26,094 shares; 2025Q1: 26,029 shares; 2025Q2: 25,662 shares; 2025Q3: 23,613 shares; 2025Q4: 23,672 shares; 2026Q1: 24,682 shares 24,682 $1.13M 0.01% +1,010 Timeline VAW 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: 6,328 shares; 2024Q4: 6,065 shares; 2025Q1: 5,551 shares; 2025Q2: 5,555 shares; 2025Q3: 5,492 shares; 2025Q4: 5,233 shares; 2026Q1: 4,997 shares 4,997 $1.13M 0.01% -236 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: 6,135 shares; 2024Q4: 5,879 shares; 2025Q1: 5,905 shares; 2025Q2: 5,933 shares; 2025Q3: 6,027 shares; 2025Q4: 6,384 shares; 2026Q1: 6,423 shares 6,423 $1.11M 0.01% +39 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 13,053 shares; 2025Q1: 12,801 shares; 2025Q2: 13,094 shares; 2025Q3: 12,145 shares; 2025Q4: 12,339 shares; 2026Q1: 11,361 shares 11,361 $1.11M 0.01% -978 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 31,598 shares; 2025Q1: 31,871 shares; 2025Q2: 38,646 shares; 2025Q3: 37,233 shares; 2025Q4: 34,304 shares; 2026Q1: 35,328 shares 35,328 $1.08M 0.01% +1,024 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 34,128 shares; 2025Q1: 34,133 shares; 2025Q2: 33,527 shares; 2025Q3: 32,450 shares; 2025Q4: 32,043 shares; 2026Q1: 30,428 shares 30,428 $1.08M 0.01% -1,615 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 30,650 shares; 2025Q1: 30,324 shares; 2025Q2: 30,277 shares; 2025Q3: 27,011 shares; 2025Q4: 26,277 shares; 2026Q1: 25,685 shares 25,685 $1.06M 0.01% -592 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 6,494 shares; 2025Q1: 3,859 shares; 2025Q2: 3,874 shares; 2025Q3: 3,920 shares; 2025Q4: 3,925 shares; 2026Q1: 4,454 shares 4,454 $1.06M 0.01% +529 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 11,442 shares; 2025Q1: 11,293 shares; 2025Q2: 11,061 shares; 2025Q3: 10,859 shares; 2025Q4: 10,635 shares; 2026Q1: 10,635 shares 10,635 $1.05M 0.01% 0 Timeline IWC 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: 7,802 shares; 2024Q4: 8,357 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 6,512 shares; 2025Q4: 6,513 shares; 2026Q1: 6,513 shares 6,513 $1.04M 0.01% 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: 2,738 shares; 2024Q4: 3,199 shares; 2025Q1: 3,145 shares; 2025Q2: 3,121 shares; 2025Q3: 3,217 shares; 2025Q4: 3,339 shares; 2026Q1: 4,516 shares 4,516 $1.04M 0.01% +1,177 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 6,069 shares; 2025Q1: 6,006 shares; 2025Q2: 6,255 shares; 2025Q3: 6,065 shares; 2025Q4: 6,090 shares; 2026Q1: 6,124 shares 6,124 $1.03M 0.01% +34 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: 32,545 shares; 2024Q4: 30,333 shares; 2025Q1: 28,614 shares; 2025Q2: 25,932 shares; 2025Q3: 26,028 shares; 2025Q4: 25,020 shares; 2026Q1: 24,764 shares 24,764 $1.02M 0.01% -256 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 10,644 shares; 2025Q1: 10,383 shares; 2025Q2: 10,237 shares; 2025Q3: 15,279 shares; 2025Q4: 15,392 shares; 2026Q1: 14,121 shares 14,121 $1.01M 0.01% -1,271 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,536 shares; 2025Q1: 2,520 shares; 2025Q2: 3,179 shares; 2025Q3: 3,209 shares; 2025Q4: 3,421 shares; 2026Q1: 2,484 shares 2,484 $1.01M 0.01% -937 Timeline MTUM 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: 7,032 shares; 2024Q4: 7,034 shares; 2025Q1: 7,032 shares; 2025Q2: 7,300 shares; 2025Q3: 7,320 shares; 2025Q4: 4,109 shares; 2026Q1: 4,207 shares 4,207 $1.01M 0.01% +98 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: 20,719 shares; 2024Q4: 22,355 shares; 2025Q1: 19,691 shares; 2025Q2: 23,912 shares; 2025Q3: 23,292 shares; 2025Q4: 18,824 shares; 2026Q1: 19,837 shares 19,837 $996K 0.01% +1,013 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 36,401 shares; 2025Q1: 36,855 shares; 2025Q2: 36,938 shares; 2025Q3: 37,704 shares; 2025Q4: 38,061 shares; 2026Q1: 37,377 shares 37,377 $993K 0.01% -684 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,694 shares; 2024Q4: 26,592 shares; 2025Q1: 28,521 shares; 2025Q2: 24,538 shares; 2025Q3: 22,592 shares; 2025Q4: 22,765 shares; 2026Q1: 23,757 shares 23,757 $989K 0.01% +992 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: 8,145 shares; 2024Q4: 7,854 shares; 2025Q1: 7,129 shares; 2025Q2: 6,930 shares; 2025Q3: 5,547 shares; 2025Q4: 5,517 shares; 2026Q1: 4,751 shares 4,751 $988K 0.01% -766 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,375 shares; 2025Q1: 7,120 shares; 2025Q2: 7,273 shares; 2025Q3: 7,039 shares; 2025Q4: 8,016 shares; 2026Q1: 7,989 shares 7,989 $981K 0.01% -27 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,765 shares; 2025Q1: 2,568 shares; 2025Q2: 2,567 shares; 2025Q3: 2,587 shares; 2025Q4: 2,660 shares; 2026Q1: 2,237 shares 2,237 $967K 0.01% -423 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 8,868 shares; 2025Q1: 7,542 shares; 2025Q2: 6,976 shares; 2025Q3: 7,778 shares; 2025Q4: 9,752 shares; 2026Q1: 9,418 shares 9,418 $948K 0.01% -334 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 5,247 shares; 2025Q1: 5,063 shares; 2025Q2: 4,460 shares; 2025Q3: 4,273 shares; 2025Q4: 4,337 shares; 2026Q1: 4,333 shares 4,333 $939K 0.01% -4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 12,383 shares; 2025Q1: 11,858 shares; 2025Q2: 11,859 shares; 2025Q3: 12,220 shares; 2025Q4: 11,988 shares; 2026Q1: 11,393 shares 11,393 $922K 0.01% -595 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 25,958 shares; 2025Q1: 20,980 shares; 2025Q2: 20,058 shares; 2025Q3: 11,724 shares; 2025Q4: 11,257 shares; 2026Q1: 11,150 shares 11,150 $921K 0.01% -107 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: 2,461 shares; 2024Q4: 2,932 shares; 2025Q1: 2,782 shares; 2025Q2: 5,399 shares; 2025Q3: 5,331 shares; 2025Q4: 5,417 shares; 2026Q1: 4,894 shares 4,894 $893K 0.01% -523 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,473 shares 2,473 $888K 0.01% -11 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 13,401 shares; 2025Q2: 9,286 shares; 2025Q3: 9,402 shares; 2025Q4: 9,402 shares; 2026Q1: 9,919 shares 9,919 $873K 0.01% +517 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 5,063 shares; 2025Q1: 5,615 shares; 2025Q2: 5,529 shares; 2025Q3: 5,216 shares; 2025Q4: 5,358 shares; 2026Q1: 4,373 shares 4,373 $870K 0.01% -985 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: 1,224 shares; 2024Q4: 1,260 shares; 2025Q1: 1,229 shares; 2025Q2: 1,228 shares; 2025Q3: 1,223 shares; 2025Q4: 1,239 shares; 2026Q1: 1,187 shares 1,187 $865K 0.01% -52 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: 18,508 shares; 2024Q4: 18,874 shares; 2025Q1: 17,655 shares; 2025Q2: 19,422 shares; 2025Q3: 17,427 shares; 2025Q4: 17,427 shares; 2026Q1: 22,845 shares 22,845 $864K 0.01% +5,418 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: 4,459 shares; 2024Q4: 4,725 shares; 2025Q1: 4,823 shares; 2025Q2: 4,840 shares; 2025Q3: 4,951 shares; 2025Q4: 4,952 shares; 2026Q1: 5,544 shares 5,544 $862K 0.01% +592 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: 6,903 shares; 2024Q4: 8,151 shares; 2025Q1: 6,237 shares; 2025Q2: 5,722 shares; 2025Q3: 5,686 shares; 2025Q4: 5,686 shares; 2026Q1: 5,686 shares 5,686 $861K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 12,529 shares; 2025Q1: 12,579 shares; 2025Q2: 13,557 shares; 2025Q3: 13,384 shares; 2025Q4: 15,672 shares; 2026Q1: 13,203 shares 13,203 $858K 0.01% -2,469 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,905 shares; 2024Q4: 17,070 shares; 2025Q1: 15,800 shares; 2025Q2: 15,454 shares; 2025Q3: 13,975 shares; 2025Q4: 14,009 shares; 2026Q1: 13,779 shares 13,779 $853K 0.01% -230 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,313 shares; 2026Q1: 9,205 shares 9,205 $837K 0.01% -108 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 11,879 shares; 2025Q1: 11,879 shares; 2025Q2: 11,879 shares; 2025Q3: 11,879 shares; 2025Q4: 11,879 shares; 2026Q1: 11,879 shares 11,879 $830K 0.01% 0 Timeline DUHP 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: 7,535 shares; 2024Q4: 28,998 shares; 2025Q1: 29,308 shares; 2025Q2: 29,308 shares; 2025Q3: 29,308 shares; 2025Q4: 22,570 shares; 2026Q1: 22,512 shares 22,512 $828K 0.01% -58 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,937 shares; 2025Q1: 4,938 shares; 2025Q2: 5,614 shares; 2025Q3: 5,615 shares; 2025Q4: 5,542 shares; 2026Q1: 5,543 shares 5,543 $818K 0.01% +1 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: 3,758 shares; 2024Q4: 4,218 shares; 2025Q1: 3,954 shares; 2025Q2: 4,437 shares; 2025Q3: 4,779 shares; 2025Q4: 5,206 shares; 2026Q1: 4,012 shares 4,012 $816K 0.01% -1,194 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: 3,528 shares; 2024Q4: 3,288 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 3,082 shares; 2025Q4: 2,964 shares; 2026Q1: 3,157 shares 3,157 $813K 0.01% +193 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 20,406 shares; 2025Q1: 18,076 shares; 2025Q2: 17,742 shares; 2025Q3: 17,797 shares; 2025Q4: 17,801 shares; 2026Q1: 16,415 shares 16,415 $803K 0.01% -1,386 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: 10,397 shares; 2024Q4: 10,298 shares; 2025Q1: 10,298 shares; 2025Q2: 10,264 shares; 2025Q3: 10,264 shares; 2025Q4: 10,248 shares; 2026Q1: 11,424 shares 11,424 $802K 0.01% +1,176 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,418 shares; 2025Q1: 3,897 shares; 2025Q2: 4,047 shares; 2025Q3: 3,994 shares; 2025Q4: 3,979 shares; 2026Q1: 2,938 shares 2,938 $800K 0.01% -1,041 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,574 shares; 2025Q1: 10,179 shares; 2025Q2: 10,010 shares; 2025Q3: 9,566 shares; 2025Q4: 9,311 shares; 2026Q1: 7,894 shares 7,894 $794K 0.01% -1,417 Timeline SPIP 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: 31,041 shares; 2024Q4: 31,041 shares; 2025Q1: 31,041 shares; 2025Q2: 31,041 shares; 2025Q3: 31,041 shares; 2025Q4: 30,477 shares; 2026Q1: 30,329 shares 30,329 $789K 0.01% -148 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,775 shares; 2025Q1: 13,310 shares; 2025Q2: 13,315 shares; 2025Q3: 13,323 shares; 2025Q4: 13,120 shares; 2026Q1: 13,064 shares 13,064 $785K 0.01% -56 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 9,731 shares; 2025Q1: 9,668 shares; 2025Q2: 9,468 shares; 2025Q3: 8,164 shares; 2025Q4: 7,799 shares; 2026Q1: 9,914 shares 9,914 $780K 0.01% +2,115 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 4,001 shares; 2025Q1: 6,931 shares; 2025Q2: 7,220 shares; 2025Q3: 6,438 shares; 2025Q4: 6,463 shares; 2026Q1: 8,765 shares 8,765 $776K 0.01% +2,302 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS 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: 4,269 shares; 2025Q3: 5,641 shares; 2025Q4: 8,331 shares; 2026Q1: 9,510 shares 9,510 $772K 0.01% +1,179 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 18,495 shares; 2025Q1: 16,537 shares; 2025Q2: 16,537 shares; 2025Q3: 18,275 shares; 2025Q4: 18,275 shares; 2026Q1: 19,010 shares 19,010 $758K 0.01% +735 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: 5,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,401 shares; 2025Q2: 5,255 shares; 2025Q3: 5,257 shares; 2025Q4: 5,398 shares; 2026Q1: 4,925 shares 4,925 $752K 0.01% -473 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,279 shares; 2025Q1: 2,305 shares; 2025Q2: 2,564 shares; 2025Q3: 3,239 shares; 2025Q4: 3,174 shares; 2026Q1: 3,652 shares 3,652 $752K 0.01% +478 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: 4,613 shares; 2024Q4: 4,384 shares; 2025Q1: 4,307 shares; 2025Q2: 4,245 shares; 2025Q3: 4,112 shares; 2025Q4: 4,093 shares; 2026Q1: 4,068 shares 4,068 $741K 0.01% -25 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 1,332 shares; 2025Q4: 1,343 shares; 2026Q1: 1,339 shares 1,339 $735K 0.01% -4 Timeline DFSI 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: 18,024 shares; 2024Q4: 22,336 shares; 2025Q1: 20,971 shares; 2025Q2: 21,011 shares; 2025Q3: 20,439 shares; 2025Q4: 20,344 shares; 2026Q1: 17,300 shares 17,300 $734K 0.01% -3,044 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,989 shares; 2025Q1: 4,012 shares; 2025Q2: 3,966 shares; 2025Q3: 4,202 shares; 2025Q4: 3,970 shares; 2026Q1: 4,009 shares 4,009 $727K 0.01% +39 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: 5,278 shares; 2024Q4: 6,300 shares; 2025Q1: 5,785 shares; 2025Q2: 5,944 shares; 2025Q3: 5,931 shares; 2025Q4: 9,989 shares; 2026Q1: 11,827 shares 11,827 $725K 0.01% +1,838 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: 1,058 shares; 2024Q4: 1,245 shares; 2025Q1: 1,101 shares; 2025Q2: 1,254 shares; 2025Q3: 1,153 shares; 2025Q4: 1,189 shares; 2026Q1: 1,442 shares 1,442 $715K 0.01% +253 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 2,123 shares; 2025Q1: 1,824 shares; 2025Q2: 1,796 shares; 2025Q3: 1,801 shares; 2025Q4: 1,867 shares; 2026Q1: 2,181 shares 2,181 $711K 0.01% +314 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,616 shares; 2024Q4: 13,160 shares; 2025Q1: 21,817 shares; 2025Q2: 21,543 shares; 2025Q3: 20,533 shares; 2025Q4: 20,538 shares; 2026Q1: 20,539 shares 20,539 $710K 0.01% +1 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,474 shares; 2024Q4: 22,274 shares; 2025Q1: 22,761 shares; 2025Q2: 22,761 shares; 2025Q3: 22,761 shares; 2025Q4: 22,396 shares; 2026Q1: 20,948 shares 20,948 $705K 0.01% -1,448 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: 2,459 shares; 2024Q4: 2,344 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,385 shares 2,385 $704K 0.01% +37 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,813 shares 13,813 $702K 0.01% new 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: 9,233 shares; 2024Q4: 9,812 shares; 2025Q1: 9,180 shares; 2025Q2: 9,183 shares; 2025Q3: 8,948 shares; 2025Q4: 8,725 shares; 2026Q1: 7,705 shares 7,705 $701K 0.01% -1,020 Timeline DFSE 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: 17,799 shares; 2024Q4: 17,586 shares; 2025Q1: 16,842 shares; 2025Q2: 16,745 shares; 2025Q3: 16,706 shares; 2025Q4: 16,906 shares; 2026Q1: 16,424 shares 16,424 $696K 0.01% -482 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,398 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 3,874 shares; 2026Q1: 3,850 shares 3,850 $692K 0.01% -24 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: 5,854 shares; 2024Q4: 6,402 shares; 2025Q1: 5,829 shares; 2025Q2: 5,521 shares; 2025Q3: 5,472 shares; 2025Q4: 5,546 shares; 2026Q1: 5,271 shares 5,271 $691K 0.01% -275 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,821 shares; 2025Q1: 2,804 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,807 shares; 2026Q1: 2,755 shares 2,755 $691K 0.01% -52 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,434 shares; 2025Q1: 12,434 shares; 2025Q2: 12,434 shares; 2025Q3: 12,434 shares; 2025Q4: 12,227 shares; 2026Q1: 12,227 shares 12,227 $689K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,455 shares; 2025Q1: 5,473 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares; 2025Q4: 5,203 shares; 2026Q1: 5,203 shares 5,203 $687K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 20,223 shares; 2025Q1: 19,155 shares; 2025Q2: 19,068 shares; 2025Q3: 21,100 shares; 2025Q4: 21,100 shares; 2026Q1: 21,100 shares 21,100 $684K 0.01% 0 Timeline DFSB 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: 14,554 shares; 2024Q4: 15,499 shares; 2025Q1: 13,203 shares; 2025Q2: 13,212 shares; 2025Q3: 13,196 shares; 2025Q4: 13,196 shares; 2026Q1: 13,216 shares 13,216 $684K 0.01% +20 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,397 shares; 2025Q3: 3,357 shares; 2025Q4: 3,564 shares; 2026Q1: 3,325 shares 3,325 $675K 0.01% -239 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,837 shares; 2024Q4: 67,748 shares; 2025Q1: 67,878 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares; 2025Q4: 63,083 shares; 2026Q1: 65,310 shares 65,310 $675K 0.01% +2,227 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,641 shares; 2024Q4: 18,259 shares; 2025Q1: 18,234 shares; 2025Q2: 17,416 shares; 2025Q3: 10,216 shares; 2025Q4: 10,219 shares; 2026Q1: 10,214 shares 10,214 $669K 0.01% -5 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: 12,144 shares; 2024Q4: 12,573 shares; 2025Q1: 12,674 shares; 2025Q2: 12,231 shares; 2025Q3: 12,550 shares; 2025Q4: 13,756 shares; 2026Q1: 12,326 shares 12,326 $667K 0.01% -1,430 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,970 shares; 2026Q1: 7,846 shares 7,846 $666K 0.01% -124 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: 4,293 shares; 2025Q3: 4,107 shares; 2025Q4: 4,257 shares; 2026Q1: 6,132 shares 6,132 $664K 0.01% +1,875 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,648 shares; 2025Q4: 1,656 shares; 2026Q1: 1,685 shares 1,685 $654K 0.01% +29 Timeline VMBS 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: 19,509 shares; 2025Q1: 13,746 shares; 2025Q2: 17,225 shares; 2025Q3: 16,439 shares; 2025Q4: 13,804 shares; 2026Q1: 13,813 shares 13,813 $649K 0.01% +9 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,546 shares; 2025Q1: 9,512 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares; 2025Q4: 9,516 shares; 2026Q1: 6,989 shares 6,989 $644K 0.01% -2,527 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 4,093 shares; 2025Q4: 4,093 shares; 2026Q1: 4,059 shares 4,059 $644K 0.01% -34 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 17,023 shares; 2025Q1: 17,688 shares; 2025Q2: 18,133 shares; 2025Q3: 17,790 shares; 2025Q4: 17,853 shares; 2026Q1: 17,471 shares 17,471 $644K 0.01% -382 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,864 shares; 2025Q1: 3,853 shares; 2025Q2: 4,017 shares; 2025Q3: 3,864 shares; 2025Q4: 3,912 shares; 2026Q1: 3,743 shares 3,743 $641K 0.01% -169 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: not reported; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,380 shares; 2025Q4: 6,641 shares; 2026Q1: 6,812 shares 6,812 $629K 0.01% +171 Timeline IBTI 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: 12,298 shares; 2025Q3: 21,247 shares; 2025Q4: 27,964 shares; 2026Q1: 27,964 shares 27,964 $623K 0.01% 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: 11,448 shares; 2024Q4: 11,950 shares; 2025Q1: 11,817 shares; 2025Q2: 11,725 shares; 2025Q3: 11,213 shares; 2025Q4: 11,992 shares; 2026Q1: 11,818 shares 11,818 $615K 0.01% -174 Timeline IYF 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: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 5,156 shares; 2026Q1: 5,156 shares 5,156 $607K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,339 shares; 2024Q4: 12,783 shares; 2025Q1: 13,940 shares; 2025Q2: 14,160 shares; 2025Q3: 19,492 shares; 2025Q4: 15,135 shares; 2026Q1: 15,787 shares 15,787 $607K 0.01% +652 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,556 shares; 2025Q1: 8,556 shares; 2025Q2: 8,556 shares; 2025Q3: 8,556 shares; 2025Q4: 8,556 shares; 2026Q1: 8,556 shares 8,556 $606K 0.01% 0 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: 1,838 shares; 2024Q4: 2,385 shares; 2025Q1: 2,207 shares; 2025Q2: 2,316 shares; 2025Q3: 2,448 shares; 2025Q4: 2,428 shares; 2026Q1: 2,077 shares 2,077 $606K 0.01% -351 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: 1,478 shares; 2024Q4: 1,508 shares; 2025Q1: 1,554 shares; 2025Q2: 1,342 shares; 2025Q3: 1,321 shares; 2025Q4: 1,339 shares; 2026Q1: 1,310 shares 1,310 $604K 0.01% -29 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 6,382 shares; 2025Q1: 5,206 shares; 2025Q2: 5,235 shares; 2025Q3: 5,031 shares; 2025Q4: 5,041 shares; 2026Q1: 5,042 shares 5,042 $598K 0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 10,112 shares; 2025Q1: 9,432 shares; 2025Q2: 9,688 shares; 2025Q3: 9,607 shares; 2025Q4: 8,879 shares; 2026Q1: 9,662 shares 9,662 $597K 0.01% +783 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 1,787 shares; 2025Q3: 1,791 shares; 2025Q4: 1,727 shares; 2026Q1: 1,870 shares 1,870 $595K 0.01% +143 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: 4,865 shares; 2024Q4: 4,967 shares; 2025Q1: 4,977 shares; 2025Q2: 5,040 shares; 2025Q3: 5,036 shares; 2025Q4: 5,028 shares; 2026Q1: 3,735 shares 3,735 $587K 0.01% -1,293 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: 140 shares; 2024Q4: 146 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 154 shares; 2025Q4: 156 shares; 2026Q1: 172 shares 172 $581K 0.01% +16 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 12,499 shares; 2025Q1: 11,371 shares; 2025Q2: 11,598 shares; 2025Q3: 11,702 shares; 2025Q4: 10,869 shares; 2026Q1: 11,735 shares 11,735 $579K 0.01% +866 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,765 shares; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,606 shares; 2025Q3: 7,606 shares; 2025Q4: 7,606 shares; 2026Q1: 7,806 shares 7,806 $571K 0.01% +200 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,006 shares; 2026Q1: 4,963 shares 4,963 $570K 0.01% +957 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,120 shares; 2025Q1: 2,929 shares; 2025Q2: 2,903 shares; 2025Q3: 2,865 shares; 2025Q4: 2,648 shares; 2026Q1: 2,640 shares 2,640 $566K 0.01% -8 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,978 shares; 2024Q4: 75,831 shares; 2025Q1: 71,093 shares; 2025Q2: 70,815 shares; 2025Q3: 70,815 shares; 2025Q4: 70,835 shares; 2026Q1: 70,815 shares 70,815 $555K 0.01% -20 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 8,232 shares; 2025Q1: 7,699 shares; 2025Q2: 6,946 shares; 2025Q3: 6,888 shares; 2025Q4: 6,849 shares; 2026Q1: 5,871 shares 5,871 $555K 0.01% -978 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 5,753 shares; 2025Q3: 5,738 shares; 2025Q4: 6,209 shares; 2026Q1: 6,009 shares 6,009 $551K 0.01% -200 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: 5,243 shares; 2024Q4: 5,343 shares; 2025Q1: 4,818 shares; 2025Q2: 4,883 shares; 2025Q3: 3,931 shares; 2025Q4: 3,757 shares; 2026Q1: 3,762 shares 3,762 $549K 0.01% +5 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: 6,337 shares; 2024Q4: 6,166 shares; 2025Q1: 6,166 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,057 shares; 2026Q1: 6,057 shares 6,057 $541K 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 21,423 shares; 2025Q1: 21,456 shares; 2025Q2: 21,213 shares; 2025Q3: 21,261 shares; 2025Q4: 17,539 shares; 2026Q1: 17,566 shares 17,566 $541K 0.01% +27 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 7,638 shares; 2025Q1: 7,554 shares; 2025Q2: 7,742 shares; 2025Q3: 7,439 shares; 2025Q4: 7,326 shares; 2026Q1: 7,219 shares 7,219 $537K 0.01% -107 Timeline DFIP 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: 12,833 shares; 2025Q1: 12,833 shares; 2025Q2: 12,833 shares; 2025Q3: 12,833 shares; 2025Q4: 12,833 shares; 2026Q1: 12,833 shares 12,833 $535K 0.01% 0 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: 2,379 shares; 2024Q4: 2,227 shares; 2025Q1: 1,733 shares; 2025Q2: 2,177 shares; 2025Q3: 2,248 shares; 2025Q4: 2,271 shares; 2026Q1: 1,912 shares 1,912 $534K 0.01% -359 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 2,229 shares; 2025Q4: 2,074 shares; 2026Q1: 2,126 shares 2,126 $533K 0.01% +52 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: 6,123 shares; 2024Q4: 5,862 shares; 2025Q1: 5,779 shares; 2025Q2: 6,761 shares; 2025Q3: 5,902 shares; 2025Q4: 6,227 shares; 2026Q1: 5,704 shares 5,704 $530K 0.01% -523 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 35,000 shares; 2025Q1: 42,608 shares; 2025Q2: 51,575 shares; 2025Q3: 51,575 shares; 2025Q4: 54,576 shares; 2026Q1: 64,000 shares 64,000 $529K 0.01% +9,424 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,878 shares; 2025Q1: 2,736 shares; 2025Q2: 2,750 shares; 2025Q3: 2,693 shares; 2025Q4: 2,765 shares; 2026Q1: 2,693 shares 2,693 $526K 0.01% -72 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,905 shares; 2024Q4: not reported; 2025Q1: 7,415 shares; 2025Q2: 10,896 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares; 2026Q1: 7,622 shares 7,622 $519K 0.01% +207 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: 6,224 shares; 2024Q4: 6,603 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,756 shares; 2025Q4: 5,842 shares; 2026Q1: 5,572 shares 5,572 $513K 0.01% -270 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares; 2025Q4: 11,430 shares; 2026Q1: 11,430 shares 11,430 $505K 0.01% 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: 2,133 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,860 shares; 2025Q3: 1,855 shares; 2025Q4: 1,906 shares; 2026Q1: 1,886 shares 1,886 $502K 0.01% -20 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,425 shares 5,425 $501K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 531 shares; 2025Q1: 526 shares; 2025Q2: 456 shares; 2025Q3: 451 shares; 2025Q4: 486 shares; 2026Q1: 555 shares 555 $497K 0.01% +69 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,393 shares; 2025Q1: 4,488 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares; 2025Q4: 4,393 shares; 2026Q1: 4,550 shares 4,550 $496K 0.01% +157 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,245 shares; 2025Q1: 1,105 shares; 2025Q2: 1,265 shares; 2025Q3: 1,243 shares; 2025Q4: 1,196 shares; 2026Q1: 1,109 shares 1,109 $493K 0.01% -87 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 11,531 shares; 2025Q1: 11,531 shares; 2025Q2: 11,531 shares; 2025Q3: 11,531 shares; 2025Q4: 11,531 shares; 2026Q1: 11,531 shares 11,531 $490K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,825 shares; 2025Q1: 2,567 shares; 2025Q2: 2,417 shares; 2025Q3: 2,405 shares; 2025Q4: 2,413 shares; 2026Q1: 2,308 shares 2,308 $490K 0.01% -105 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 8,438 shares; 2025Q1: 9,874 shares; 2025Q2: 9,944 shares; 2025Q3: 9,910 shares; 2025Q4: 10,186 shares; 2026Q1: 8,354 shares 8,354 $489K 0.01% -1,832 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 7,299 shares; 2025Q1: 7,236 shares; 2025Q2: 7,109 shares; 2025Q3: 6,774 shares; 2025Q4: 5,672 shares; 2026Q1: 5,352 shares 5,352 $484K 0.01% -320 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 35,191 shares; 2025Q1: 27,848 shares; 2025Q2: 26,224 shares; 2025Q3: 22,760 shares; 2025Q4: 21,945 shares; 2026Q1: 18,402 shares 18,402 $480K 0.01% -3,543 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,306 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,457 shares; 2026Q1: 1,459 shares 1,459 $476K 0.01% +2 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 977 shares; 2025Q1: 917 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 1,309 shares; 2026Q1: 1,302 shares 1,302 $467K 0.01% -7 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: 2,471 shares; 2024Q4: 2,616 shares; 2025Q1: 2,207 shares; 2025Q2: 2,228 shares; 2025Q3: 2,244 shares; 2025Q4: 2,349 shares; 2026Q1: 2,250 shares 2,250 $466K 0.01% -99 Timeline VTWG 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: 2,008 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares; 2025Q3: 2,021 shares; 2025Q4: 2,026 shares; 2026Q1: 2,029 shares 2,029 $465K 0.01% +3 Timeline ICVT 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: 5,712 shares; 2024Q4: 5,697 shares; 2025Q1: 5,591 shares; 2025Q2: 4,688 shares; 2025Q3: 4,688 shares; 2025Q4: 4,538 shares; 2026Q1: 4,498 shares 4,498 $458K 0.01% -40 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,086 shares; 2025Q1: 10,873 shares; 2025Q2: 11,726 shares; 2025Q3: 12,536 shares; 2025Q4: 10,223 shares; 2026Q1: 7,114 shares 7,114 $458K 0.01% -3,109 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: 1,580 shares; 2026Q1: 1,869 shares 1,869 $456K 0.01% +289 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,020 shares; 2024Q4: 13,020 shares; 2025Q1: 13,020 shares; 2025Q2: 13,020 shares; 2025Q3: 13,020 shares; 2025Q4: 13,020 shares; 2026Q1: 13,020 shares 13,020 $449K 0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,356 shares; 2024Q4: 139,356 shares; 2025Q1: 139,356 shares; 2025Q2: 139,356 shares; 2025Q3: 139,356 shares; 2025Q4: 139,356 shares; 2026Q1: 139,356 shares 139,356 $449K 0.01% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $448K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,885 shares; 2025Q1: 2,135 shares; 2025Q2: 2,097 shares; 2025Q3: 1,912 shares; 2025Q4: 1,865 shares; 2026Q1: 2,562 shares 2,562 $444K 0.01% +697 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,584 shares; 2025Q1: 3,580 shares; 2025Q2: 3,446 shares; 2025Q3: 3,397 shares; 2025Q4: 2,998 shares; 2026Q1: 3,027 shares 3,027 $444K 0.01% +29 Timeline ACWI 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: 3,244 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,263 shares; 2025Q4: 3,231 shares; 2026Q1: 3,189 shares 3,189 $441K 0.01% -42 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,790 shares; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares; 2026Q1: 7,840 shares 7,840 $435K 0.01% -20 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: 19,701 shares; 2024Q4: 9,368 shares; 2025Q1: 9,082 shares; 2025Q2: 8,632 shares; 2025Q3: 3,293 shares; 2025Q4: 3,330 shares; 2026Q1: 4,067 shares 4,067 $435K 0.01% +737 Timeline DDWM 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: 9,832 shares; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 9,832 shares; 2025Q3: 9,832 shares; 2025Q4: 9,832 shares; 2026Q1: 9,832 shares 9,832 $434K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,210 shares; 2025Q1: 3,144 shares; 2025Q2: 3,214 shares; 2025Q3: 3,120 shares; 2025Q4: 3,233 shares; 2026Q1: 3,417 shares 3,417 $433K 0.01% +184 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: 1,333 shares; 2024Q4: 1,445 shares; 2025Q1: 1,318 shares; 2025Q2: 1,228 shares; 2025Q3: 1,257 shares; 2025Q4: 1,332 shares; 2026Q1: 1,347 shares 1,347 $432K 0.01% +15 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: not reported; 2025Q1: 5,426 shares; 2025Q2: 5,476 shares; 2025Q3: 5,475 shares; 2025Q4: 4,530 shares; 2026Q1: 3,972 shares 3,972 $431K 0.01% -558 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: 5,865 shares; 2024Q4: 8,024 shares; 2025Q1: 6,274 shares; 2025Q2: 5,453 shares; 2025Q3: 5,652 shares; 2025Q4: 5,651 shares; 2026Q1: 6,864 shares 6,864 $429K 0.01% +1,213 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 2,245 shares; 2025Q1: 2,151 shares; 2025Q2: 1,747 shares; 2025Q3: 1,807 shares; 2025Q4: 1,837 shares; 2026Q1: 2,163 shares 2,163 $428K 0.01% +326 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,819 shares; 2025Q1: 3,924 shares; 2025Q2: 4,155 shares; 2025Q3: 5,489 shares; 2025Q4: 5,302 shares; 2026Q1: 4,910 shares 4,910 $425K 0.01% -392 Timeline EES 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: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,821 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares; 2025Q4: 7,321 shares; 2026Q1: 7,321 shares 7,321 $425K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,210 shares; 2025Q1: 1,169 shares; 2025Q2: 1,180 shares; 2025Q3: 1,164 shares; 2025Q4: 1,165 shares; 2026Q1: 1,162 shares 1,162 $423K 0.01% -3 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: 8,983 shares; 2024Q4: 8,738 shares; 2025Q1: 8,446 shares; 2025Q2: 8,362 shares; 2025Q3: 8,172 shares; 2025Q4: 8,030 shares; 2026Q1: 7,942 shares 7,942 $420K 0.01% -88 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 6,160 shares; 2025Q1: 6,063 shares; 2025Q2: 6,120 shares; 2025Q3: 6,012 shares; 2025Q4: 6,625 shares; 2026Q1: 5,985 shares 5,985 $415K <0.01% -640 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,159 shares; 2026Q1: 27,647 shares 27,647 $413K <0.01% -12,512 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,740 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares; 2025Q3: 1,668 shares; 2025Q4: 1,675 shares; 2026Q1: 1,661 shares 1,661 $413K <0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,315 shares; 2025Q4: 2,375 shares; 2026Q1: 3,140 shares 3,140 $411K <0.01% +765 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,512 shares; 2025Q4: 5,821 shares; 2026Q1: 6,778 shares 6,778 $404K <0.01% +957 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,447 shares; 2025Q4: 1,486 shares; 2026Q1: 1,419 shares 1,419 $401K <0.01% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 1,748 shares; 2025Q4: not reported; 2026Q1: 2,415 shares 2,415 $396K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,747 shares; 2025Q1: 7,515 shares; 2025Q2: 6,780 shares; 2025Q3: 7,011 shares; 2025Q4: 7,036 shares; 2026Q1: 6,031 shares 6,031 $395K <0.01% -1,005 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,023 shares; 2025Q1: 4,368 shares; 2025Q2: 4,480 shares; 2025Q3: 4,511 shares; 2025Q4: 4,795 shares; 2026Q1: 2,821 shares 2,821 $393K <0.01% -1,974 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: 12,455 shares; 2024Q4: 13,873 shares; 2025Q1: 12,749 shares; 2025Q2: 12,399 shares; 2025Q3: 12,400 shares; 2025Q4: 12,592 shares; 2026Q1: 3,471 shares 3,471 $393K <0.01% -9,121 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 16,082 shares; 2025Q1: 14,566 shares; 2025Q2: 14,696 shares; 2025Q3: 14,572 shares; 2025Q4: 14,589 shares; 2026Q1: 10,538 shares 10,538 $392K <0.01% -4,051 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,347 shares 2,347 $389K <0.01% +86 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 7,633 shares; 2025Q1: 6,932 shares; 2025Q2: 6,943 shares; 2025Q3: 6,708 shares; 2025Q4: 6,873 shares; 2026Q1: 3,428 shares 3,428 $389K <0.01% -3,445 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 10,130 shares; 2025Q2: 12,172 shares; 2025Q3: 16,172 shares; 2025Q4: 12,084 shares; 2026Q1: 12,804 shares 12,804 $388K <0.01% +720 Timeline DFAW 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: 5,279 shares; 2025Q3: 5,294 shares; 2025Q4: 5,243 shares; 2026Q1: 5,256 shares 5,256 $388K <0.01% +13 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,471 shares 18,471 $387K <0.01% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 10,570 shares; 2026Q1: 10,526 shares 10,526 $387K <0.01% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares 1,947 $386K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,270 shares; 2025Q1: 912 shares; 2025Q2: 1,010 shares; 2025Q3: 916 shares; 2025Q4: 931 shares; 2026Q1: 923 shares 923 $385K <0.01% -8 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 10,776 shares; 2025Q4: 10,776 shares; 2026Q1: 10,776 shares 10,776 $382K <0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,647 shares; 2025Q1: 3,605 shares; 2025Q2: 3,531 shares; 2025Q3: 3,409 shares; 2025Q4: 3,417 shares; 2026Q1: 4,674 shares 4,674 $381K <0.01% +1,257 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,573 shares; 2025Q1: not reported; 2025Q2: 3,036 shares; 2025Q3: 2,731 shares; 2025Q4: 2,895 shares; 2026Q1: 2,993 shares 2,993 $378K <0.01% +98 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,521 shares; 2025Q1: 1,468 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares; 2025Q4: 1,499 shares; 2026Q1: 1,414 shares 1,414 $377K <0.01% -85 Timeline XSOE 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: 9,390 shares; 2024Q4: 9,390 shares; 2025Q1: 9,390 shares; 2025Q2: 9,390 shares; 2025Q3: 9,390 shares; 2025Q4: 9,390 shares; 2026Q1: 9,390 shares 9,390 $377K <0.01% 0 Timeline FELV 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: 10,516 shares; 2024Q4: 10,730 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 10,730 shares; 2025Q4: 10,730 shares; 2026Q1: 10,730 shares 10,730 $375K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,202 shares 5,202 $366K <0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 13,533 shares; 2025Q1: 13,892 shares; 2025Q2: 13,713 shares; 2025Q3: 13,589 shares; 2025Q4: 13,074 shares; 2026Q1: 13,074 shares 13,074 $364K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569 shares 569 $362K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,621 shares; 2025Q1: 2,310 shares; 2025Q2: 2,478 shares; 2025Q3: 2,166 shares; 2025Q4: 2,167 shares; 2026Q1: 1,935 shares 1,935 $361K <0.01% -232 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,608 shares; 2025Q2: 1,701 shares; 2025Q3: 1,558 shares; 2025Q4: 1,561 shares; 2026Q1: 1,352 shares 1,352 $361K <0.01% -209 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $360K <0.01% new 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: 1,639 shares; 2025Q3: 1,669 shares; 2025Q4: 1,680 shares; 2026Q1: 1,757 shares 1,757 $359K <0.01% +77 Timeline SDG 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: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 11,500 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 4,272 shares 4,272 $359K <0.01% -4,928 Timeline