IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,046 shares; 2025Q1: 75,918 shares; 2025Q2: not loaded; 2025Q3: 74,798 shares; 2025Q4: 74,216 shares; 2026Q1: 73,501 shares 73,501 $31.3M 5.16% -715 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,416 shares; 2025Q1: 200,768 shares; 2025Q2: not loaded; 2025Q3: 194,550 shares; 2025Q4: 175,341 shares; 2026Q1: 168,044 shares 168,044 $29.3M 4.83% -7,297 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,589 shares; 2025Q1: 25,490 shares; 2025Q2: not loaded; 2025Q3: 27,039 shares; 2025Q4: 26,745 shares; 2026Q1: 27,127 shares 27,127 $17.7M 2.92% +382 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: restricted; 2024Q4: 202,077 shares; 2025Q1: 205,405 shares; 2025Q2: not loaded; 2025Q3: 192,054 shares; 2025Q4: 188,602 shares; 2026Q1: 199,312 shares 199,312 $15.4M 2.53% +10,710 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,205 shares; 2025Q1: 50,637 shares; 2025Q2: not loaded; 2025Q3: 46,776 shares; 2025Q4: 42,659 shares; 2026Q1: 40,985 shares 40,985 $15.2M 2.5% -1,674 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,435 shares; 2025Q1: 138,247 shares; 2025Q2: not loaded; 2025Q3: 142,486 shares; 2025Q4: 141,826 shares; 2026Q1: 148,157 shares 148,157 $14.7M 2.42% +6,331 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: restricted; 2024Q4: 226,806 shares; 2025Q1: 239,491 shares; 2025Q2: not loaded; 2025Q3: 223,416 shares; 2025Q4: 230,848 shares; 2026Q1: 237,279 shares 237,279 $13.9M 2.29% +6,431 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,278 shares; 2025Q1: 20,147 shares; 2025Q2: not loaded; 2025Q3: 19,862 shares; 2025Q4: 19,672 shares; 2026Q1: 19,613 shares 19,613 $12.8M 2.1% -59 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,080 shares; 2025Q1: 119,138 shares; 2025Q2: not loaded; 2025Q3: 133,921 shares; 2025Q4: 132,033 shares; 2026Q1: 140,261 shares 140,261 $12.7M 2.09% +8,228 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,622 shares; 2025Q1: 52,947 shares; 2025Q2: not loaded; 2025Q3: 53,372 shares; 2025Q4: 43,723 shares; 2026Q1: 42,001 shares 42,001 $12.1M 1.99% -1,722 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,303 shares; 2025Q1: 191,689 shares; 2025Q2: not loaded; 2025Q3: 186,379 shares; 2025Q4: 182,328 shares; 2026Q1: 172,825 shares 172,825 $11.7M 1.92% -9,503 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,480 shares; 2025Q1: 57,023 shares; 2025Q2: not loaded; 2025Q3: 58,179 shares; 2025Q4: 56,779 shares; 2026Q1: 56,988 shares 56,988 $10.9M 1.8% +209 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516,309 shares; 2025Q1: 506,980 shares; 2025Q2: not loaded; 2025Q3: 521,927 shares; 2025Q4: 498,425 shares; 2026Q1: 476,779 shares 476,779 $10.9M 1.8% -21,646 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,442 shares; 2025Q1: 49,711 shares; 2025Q2: not loaded; 2025Q3: 49,157 shares; 2025Q4: 48,839 shares; 2026Q1: 48,264 shares 48,264 $10.3M 1.7% -575 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,309 shares; 2025Q1: 4,507 shares; 2025Q2: not loaded; 2025Q3: 4,873 shares; 2025Q4: 14,302 shares; 2026Q1: 13,972 shares 13,972 $8.35M 1.37% -330 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,293 shares; 2025Q1: 10,406 shares; 2025Q2: not loaded; 2025Q3: 9,810 shares; 2025Q4: 9,236 shares; 2026Q1: 8,976 shares 8,976 $8.26M 1.36% -260 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,492 shares; 2025Q1: 105,965 shares; 2025Q2: not loaded; 2025Q3: 108,157 shares; 2025Q4: 107,406 shares; 2026Q1: 105,390 shares 105,390 $8.01M 1.32% -2,016 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,498 shares; 2025Q1: 9,378 shares; 2025Q2: not loaded; 2025Q3: 9,227 shares; 2025Q4: 8,374 shares; 2026Q1: 7,916 shares 7,916 $7.89M 1.3% -458 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,679 shares; 2025Q1: 86,685 shares; 2025Q2: not loaded; 2025Q3: 95,529 shares; 2025Q4: 91,712 shares; 2026Q1: 87,282 shares 87,282 $7.72M 1.27% -4,430 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,653 shares; 2025Q1: 28,703 shares; 2025Q2: not loaded; 2025Q3: 28,486 shares; 2025Q4: 26,208 shares; 2026Q1: 25,700 shares 25,700 $7.56M 1.24% -508 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: restricted; 2024Q4: 114,138 shares; 2025Q1: 106,440 shares; 2025Q2: not loaded; 2025Q3: 101,224 shares; 2025Q4: 93,042 shares; 2026Q1: 90,698 shares 90,698 $7.19M 1.18% -2,344 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: restricted; 2024Q4: 79,031 shares; 2025Q1: 78,166 shares; 2025Q2: not loaded; 2025Q3: 92,984 shares; 2025Q4: 94,039 shares; 2026Q1: 96,568 shares 96,568 $7.18M 1.18% +2,529 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,845 shares; 2025Q1: 32,789 shares; 2025Q2: not loaded; 2025Q3: 34,329 shares; 2025Q4: 31,739 shares; 2026Q1: 31,207 shares 31,207 $6.79M 1.12% -532 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,249 shares; 2025Q1: 31,129 shares; 2025Q2: not loaded; 2025Q3: 30,337 shares; 2025Q4: 31,043 shares; 2026Q1: 30,924 shares 30,924 $6.4M 1.05% -119 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,781 shares; 2025Q1: 109,270 shares; 2025Q2: not loaded; 2025Q3: 119,257 shares; 2025Q4: 119,058 shares; 2026Q1: 123,548 shares 123,548 $6.26M 1.03% +4,490 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,111 shares; 2025Q1: 56,946 shares; 2025Q2: not loaded; 2025Q3: 52,114 shares; 2025Q4: 50,290 shares; 2026Q1: 48,603 shares 48,603 $6.04M 0.99% -1,687 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: restricted; 2024Q4: 62,448 shares; 2025Q1: 66,623 shares; 2025Q2: not loaded; 2025Q3: 74,703 shares; 2025Q4: 88,023 shares; 2026Q1: 101,298 shares 101,298 $6.03M 0.99% +13,275 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,387 shares; 2025Q1: 121,234 shares; 2025Q2: not loaded; 2025Q3: 115,238 shares; 2025Q4: 114,244 shares; 2026Q1: 111,566 shares 111,566 $5.67M 0.93% -2,678 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: restricted; 2024Q4: 73,723 shares; 2025Q1: 67,882 shares; 2025Q2: not loaded; 2025Q3: 72,791 shares; 2025Q4: 72,064 shares; 2026Q1: 70,039 shares 70,039 $5.51M 0.91% -2,025 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,764 shares; 2025Q1: 21,100 shares; 2025Q2: not loaded; 2025Q3: 22,295 shares; 2025Q4: 17,780 shares; 2026Q1: 16,551 shares 16,551 $5.12M 0.84% -1,229 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: restricted; 2024Q4: 9,698 shares; 2025Q1: 9,277 shares; 2025Q2: not loaded; 2025Q3: 9,133 shares; 2025Q4: 8,960 shares; 2026Q1: 8,619 shares 8,619 $4.97M 0.82% -341 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: restricted; 2024Q4: 28,344 shares; 2025Q1: 28,151 shares; 2025Q2: not loaded; 2025Q3: 28,368 shares; 2025Q4: 27,373 shares; 2026Q1: 27,351 shares 27,351 $4.96M 0.82% -22 Timeline CWI 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: restricted; 2024Q4: 127,501 shares; 2025Q1: 124,481 shares; 2025Q2: not loaded; 2025Q3: 128,282 shares; 2025Q4: 125,091 shares; 2026Q1: 130,849 shares 130,849 $4.79M 0.79% +5,758 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,635 shares; 2025Q1: 29,384 shares; 2025Q2: not loaded; 2025Q3: 26,877 shares; 2025Q4: 26,903 shares; 2026Q1: 27,096 shares 27,096 $4.6M 0.76% +193 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,119 shares; 2025Q1: 48,367 shares; 2025Q2: not loaded; 2025Q3: 51,395 shares; 2025Q4: 46,826 shares; 2026Q1: 47,873 shares 47,873 $4.44M 0.73% +1,047 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: restricted; 2024Q4: 16,529 shares; 2025Q1: 23,099 shares; 2025Q2: not loaded; 2025Q3: 59,513 shares; 2025Q4: 70,473 shares; 2026Q1: 91,043 shares 91,043 $4.19M 0.69% +20,570 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,298 shares; 2025Q1: 16,370 shares; 2025Q2: not loaded; 2025Q3: 16,613 shares; 2025Q4: 15,498 shares; 2026Q1: 14,567 shares 14,567 $4.18M 0.69% -931 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,343 shares; 2025Q1: 21,261 shares; 2025Q2: not loaded; 2025Q3: 17,427 shares; 2025Q4: 17,350 shares; 2026Q1: 16,890 shares 16,890 $4.13M 0.68% -460 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,963 shares; 2025Q1: 33,082 shares; 2025Q2: not loaded; 2025Q3: 31,613 shares; 2025Q4: 31,628 shares; 2026Q1: 28,983 shares 28,983 $4.13M 0.68% -2,645 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,722 shares; 2025Q2: not loaded; 2025Q3: 13,630 shares; 2025Q4: 13,427 shares; 2026Q1: 13,498 shares 13,498 $4.08M 0.67% +71 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,496 shares; 2025Q1: 31,790 shares; 2025Q2: not loaded; 2025Q3: 33,595 shares; 2025Q4: 29,440 shares; 2026Q1: 26,423 shares 26,423 $3.82M 0.63% -3,017 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,568 shares; 2025Q1: 53,898 shares; 2025Q2: not loaded; 2025Q3: 60,598 shares; 2025Q4: 85,348 shares; 2026Q1: 81,687 shares 81,687 $3.77M 0.62% -3,661 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: restricted; 2024Q4: 13,182 shares; 2025Q1: 13,182 shares; 2025Q2: not loaded; 2025Q3: 11,912 shares; 2025Q4: 11,798 shares; 2026Q1: 11,768 shares 11,768 $3.69M 0.61% -30 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,885 shares; 2025Q1: 40,016 shares; 2025Q2: not loaded; 2025Q3: 41,552 shares; 2025Q4: 41,401 shares; 2026Q1: 39,156 shares 39,156 $3.69M 0.61% -2,245 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: restricted; 2024Q4: 11,721 shares; 2025Q1: 11,405 shares; 2025Q2: not loaded; 2025Q3: 10,236 shares; 2025Q4: 10,174 shares; 2026Q1: 9,674 shares 9,674 $3.27M 0.54% -500 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,588 shares; 2025Q1: 24,348 shares; 2025Q2: not loaded; 2025Q3: 23,774 shares; 2025Q4: 22,493 shares; 2026Q1: 20,898 shares 20,898 $3.09M 0.51% -1,595 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,054 shares; 2025Q1: 42,821 shares; 2025Q2: not loaded; 2025Q3: 51,935 shares; 2025Q4: 55,288 shares; 2026Q1: 48,032 shares 48,032 $3.08M 0.51% -7,256 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,344 shares; 2025Q1: 42,352 shares; 2025Q2: not loaded; 2025Q3: 44,553 shares; 2025Q4: 39,451 shares; 2026Q1: 38,244 shares 38,244 $2.97M 0.49% -1,207 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,920 shares; 2025Q1: 15,885 shares; 2025Q2: not loaded; 2025Q3: 14,650 shares; 2025Q4: 14,161 shares; 2026Q1: 13,779 shares 13,779 $2.96M 0.49% -382 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,039 shares; 2025Q1: 25,954 shares; 2025Q2: not loaded; 2025Q3: 25,789 shares; 2025Q4: 25,789 shares; 2026Q1: 25,504 shares 25,504 $2.88M 0.47% -285 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: restricted; 2024Q4: 8,663 shares; 2025Q1: 8,630 shares; 2025Q2: not loaded; 2025Q3: 8,674 shares; 2025Q4: 7,237 shares; 2026Q1: 6,792 shares 6,792 $2.83M 0.47% -445 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,592 shares; 2025Q1: 29,916 shares; 2025Q2: not loaded; 2025Q3: 27,329 shares; 2025Q4: 22,736 shares; 2026Q1: 21,682 shares 21,682 $2.61M 0.43% -1,054 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,412 shares; 2025Q1: 22,347 shares; 2025Q2: not loaded; 2025Q3: 20,949 shares; 2025Q4: 21,488 shares; 2026Q1: 20,899 shares 20,899 $2.6M 0.43% -589 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: restricted; 2024Q4: 26,722 shares; 2025Q1: 26,662 shares; 2025Q2: not loaded; 2025Q3: 27,166 shares; 2025Q4: 27,061 shares; 2026Q1: 26,566 shares 26,566 $2.58M 0.42% -495 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,118 shares; 2025Q1: 16,543 shares; 2025Q2: not loaded; 2025Q3: 26,556 shares; 2025Q4: 28,296 shares; 2026Q1: 31,216 shares 31,216 $2.57M 0.42% +2,920 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,559 shares; 2025Q1: 10,011 shares; 2025Q2: not loaded; 2025Q3: 9,990 shares; 2025Q4: 9,966 shares; 2026Q1: 9,861 shares 9,861 $2.39M 0.39% -105 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: not loaded; 2025Q3: 3,345 shares; 2025Q4: 3,362 shares; 2026Q1: 3,344 shares 3,344 $2.37M 0.39% -18 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,309 shares; 2025Q1: 2,326 shares; 2025Q2: not loaded; 2025Q3: 2,829 shares; 2025Q4: 2,817 shares; 2026Q1: 2,747 shares 2,747 $2.32M 0.38% -70 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: restricted; 2024Q4: 5,200 shares; 2025Q1: 18,730 shares; 2025Q2: not loaded; 2025Q3: 24,730 shares; 2025Q4: 23,550 shares; 2026Q1: 22,320 shares 22,320 $2.31M 0.38% -1,230 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,984 shares; 2025Q1: 12,639 shares; 2025Q2: not loaded; 2025Q3: 19,316 shares; 2025Q4: 20,216 shares; 2026Q1: 22,954 shares 22,954 $2.24M 0.37% +2,738 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: restricted; 2024Q4: 5,450 shares; 2025Q1: 5,339 shares; 2025Q2: not loaded; 2025Q3: 5,426 shares; 2025Q4: 5,355 shares; 2026Q1: 5,186 shares 5,186 $2.23M 0.37% -169 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: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,500 shares; 2025Q2: not loaded; 2025Q3: 8,581 shares; 2025Q4: 8,528 shares; 2026Q1: 8,293 shares 8,293 $2.06M 0.34% -235 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,408 shares; 2025Q1: 3,463 shares; 2025Q2: not loaded; 2025Q3: 3,635 shares; 2025Q4: 3,654 shares; 2026Q1: 3,503 shares 3,503 $2M 0.33% -151 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,877 shares; 2025Q1: 38,343 shares; 2025Q2: not loaded; 2025Q3: 39,120 shares; 2025Q4: 36,735 shares; 2026Q1: 37,579 shares 37,579 $2M 0.33% +844 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: restricted; 2024Q4: 26,238 shares; 2025Q1: 24,516 shares; 2025Q2: not loaded; 2025Q3: 22,470 shares; 2025Q4: 22,201 shares; 2026Q1: 21,846 shares 21,846 $2M 0.33% -355 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,366 shares; 2025Q1: 25,366 shares; 2025Q2: not loaded; 2025Q3: 25,366 shares; 2025Q4: 25,366 shares; 2026Q1: 26,516 shares 26,516 $1.99M 0.33% +1,150 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: restricted; 2024Q4: 5,688 shares; 2025Q1: 5,667 shares; 2025Q2: not loaded; 2025Q3: 5,745 shares; 2025Q4: 5,497 shares; 2026Q1: 5,464 shares 5,464 $1.95M 0.32% -33 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,381 shares; 2025Q1: 6,871 shares; 2025Q2: not loaded; 2025Q3: 7,686 shares; 2025Q4: 9,286 shares; 2026Q1: 9,786 shares 9,786 $1.92M 0.32% +500 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 4,973 shares; 2025Q2: not loaded; 2025Q3: 5,195 shares; 2025Q4: 4,247 shares; 2026Q1: 3,840 shares 3,840 $1.92M 0.32% -407 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: restricted; 2024Q4: 26,382 shares; 2025Q1: 26,125 shares; 2025Q2: not loaded; 2025Q3: 25,569 shares; 2025Q4: 21,397 shares; 2026Q1: 19,789 shares 19,789 $1.91M 0.31% -1,608 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,791 shares; 2025Q1: 52,156 shares; 2025Q2: not loaded; 2025Q3: 64,500 shares; 2025Q4: 72,241 shares; 2026Q1: 77,976 shares 77,976 $1.89M 0.31% +5,735 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,590 shares; 2025Q1: 5,420 shares; 2025Q2: not loaded; 2025Q3: 5,447 shares; 2025Q4: 5,487 shares; 2026Q1: 5,502 shares 5,502 $1.86M 0.31% +15 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,515 shares; 2025Q1: 5,515 shares; 2025Q2: not loaded; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 5,565 shares 5,565 $1.86M 0.31% 0 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: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,570 shares; 2025Q2: not loaded; 2025Q3: 19,309 shares; 2025Q4: 19,277 shares; 2026Q1: 18,840 shares 18,840 $1.83M 0.3% -437 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: restricted; 2024Q4: 13,609 shares; 2025Q1: 13,498 shares; 2025Q2: not loaded; 2025Q3: 10,885 shares; 2025Q4: 8,624 shares; 2026Q1: 7,454 shares 7,454 $1.81M 0.3% -1,170 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: restricted; 2024Q4: 15,128 shares; 2025Q1: 13,745 shares; 2025Q2: not loaded; 2025Q3: 12,589 shares; 2025Q4: 12,362 shares; 2026Q1: 12,312 shares 12,312 $1.81M 0.3% -50 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,956 shares; 2025Q1: 19,712 shares; 2025Q2: not loaded; 2025Q3: 18,558 shares; 2025Q4: 18,144 shares; 2026Q1: 20,300 shares 20,300 $1.8M 0.3% +2,156 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,628 shares; 2025Q1: 50,993 shares; 2025Q2: not loaded; 2025Q3: 59,250 shares; 2025Q4: 66,974 shares; 2026Q1: 72,703 shares 72,703 $1.76M 0.29% +5,729 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,543 shares; 2025Q1: 5,519 shares; 2025Q2: not loaded; 2025Q3: 5,598 shares; 2025Q4: 5,583 shares; 2026Q1: 5,658 shares 5,658 $1.76M 0.29% +75 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,793 shares; 2025Q1: 1,843 shares; 2025Q2: not loaded; 2025Q3: 1,962 shares; 2025Q4: 1,475 shares; 2026Q1: 1,181 shares 1,181 $1.74M 0.29% -294 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,804 shares; 2025Q1: 13,936 shares; 2025Q2: not loaded; 2025Q3: 15,286 shares; 2025Q4: 13,571 shares; 2026Q1: 13,171 shares 13,171 $1.74M 0.29% -400 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: restricted; 2024Q4: 8,422 shares; 2025Q1: 8,430 shares; 2025Q2: not loaded; 2025Q3: 8,357 shares; 2025Q4: 6,868 shares; 2026Q1: 6,448 shares 6,448 $1.72M 0.28% -420 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,653 shares; 2025Q1: 1,656 shares; 2025Q2: not loaded; 2025Q3: 1,645 shares; 2025Q4: 1,620 shares; 2026Q1: 1,567 shares 1,567 $1.71M 0.28% -53 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,917 shares; 2025Q1: 16,265 shares; 2025Q2: not loaded; 2025Q3: 16,746 shares; 2025Q4: 11,942 shares; 2026Q1: 10,687 shares 10,687 $1.71M 0.28% -1,255 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,646 shares; 2025Q1: 35,200 shares; 2025Q2: not loaded; 2025Q3: 33,759 shares; 2025Q4: 34,253 shares; 2026Q1: 33,398 shares 33,398 $1.68M 0.28% -855 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: restricted; 2024Q4: 5,463 shares; 2025Q1: 5,433 shares; 2025Q2: not loaded; 2025Q3: 5,423 shares; 2025Q4: 4,392 shares; 2026Q1: 3,751 shares 3,751 $1.67M 0.27% -641 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: restricted; 2024Q4: 46,748 shares; 2025Q1: 49,748 shares; 2025Q2: not loaded; 2025Q3: 70,165 shares; 2025Q4: 73,200 shares; 2026Q1: 71,751 shares 71,751 $1.64M 0.27% -1,449 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: not loaded; 2025Q3: 1,631 shares; 2025Q4: 1,689 shares; 2026Q1: 1,694 shares 1,694 $1.63M 0.27% +5 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: restricted; 2024Q4: 7,342 shares; 2025Q1: 8,087 shares; 2025Q2: not loaded; 2025Q3: 9,151 shares; 2025Q4: 7,243 shares; 2026Q1: 6,668 shares 6,668 $1.58M 0.26% -575 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: restricted; 2024Q4: 44,404 shares; 2025Q1: 44,086 shares; 2025Q2: not loaded; 2025Q3: 42,344 shares; 2025Q4: 42,745 shares; 2026Q1: 39,020 shares 39,020 $1.56M 0.26% -3,725 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,698 shares; 2025Q1: 12,413 shares; 2025Q2: not loaded; 2025Q3: 9,987 shares; 2025Q4: 9,902 shares; 2026Q1: 10,012 shares 10,012 $1.55M 0.26% +110 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: restricted; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: not loaded; 2025Q3: 4,391 shares; 2025Q4: 4,391 shares; 2026Q1: 4,297 shares 4,297 $1.53M 0.25% -94 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: restricted; 2024Q4: 48,104 shares; 2025Q1: 50,104 shares; 2025Q2: not loaded; 2025Q3: 65,530 shares; 2025Q4: 69,805 shares; 2026Q1: 68,127 shares 68,127 $1.53M 0.25% -1,678 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: restricted; 2024Q4: 2,251 shares; 2025Q1: 2,165 shares; 2025Q2: not loaded; 2025Q3: 1,915 shares; 2025Q4: 1,896 shares; 2026Q1: 1,746 shares 1,746 $1.51M 0.25% -150 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,782 shares; 2025Q2: not loaded; 2025Q3: 2,512 shares; 2025Q4: 2,479 shares; 2026Q1: 2,565 shares 2,565 $1.44M 0.24% +86 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,272 shares; 2025Q1: 6,308 shares; 2025Q2: not loaded; 2025Q3: 7,027 shares; 2025Q4: 5,666 shares; 2026Q1: 5,524 shares 5,524 $1.44M 0.24% -142 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,575 shares; 2025Q1: 17,368 shares; 2025Q2: not loaded; 2025Q3: 15,482 shares; 2025Q4: 15,452 shares; 2026Q1: 15,452 shares 15,452 $1.44M 0.24% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,099 shares; 2025Q1: 7,059 shares; 2025Q2: not loaded; 2025Q3: 6,899 shares; 2025Q4: 13,798 shares; 2026Q1: 13,138 shares 13,138 $1.43M 0.24% -660 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: restricted; 2024Q4: 11,270 shares; 2025Q1: 11,199 shares; 2025Q2: not loaded; 2025Q3: 10,940 shares; 2025Q4: 10,915 shares; 2026Q1: 10,883 shares 10,883 $1.43M 0.23% -32 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: restricted; 2024Q4: 28,352 shares; 2025Q1: 27,473 shares; 2025Q2: not loaded; 2025Q3: 13,067 shares; 2025Q4: 12,697 shares; 2026Q1: 9,969 shares 9,969 $1.41M 0.23% -2,728 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,390 shares; 2025Q1: 46,669 shares; 2025Q2: not loaded; 2025Q3: 43,725 shares; 2025Q4: 48,390 shares; 2026Q1: 54,866 shares 54,866 $1.39M 0.23% +6,476 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: restricted; 2024Q4: 16,697 shares; 2025Q1: 16,697 shares; 2025Q2: not loaded; 2025Q3: 16,193 shares; 2025Q4: 16,177 shares; 2026Q1: 14,777 shares 14,777 $1.39M 0.23% -1,400 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: restricted; 2024Q4: 3,497 shares; 2025Q1: 3,247 shares; 2025Q2: not loaded; 2025Q3: 2,959 shares; 2025Q4: 2,942 shares; 2026Q1: 2,822 shares 2,822 $1.39M 0.23% -120 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,791 shares; 2025Q2: not loaded; 2025Q3: 10,852 shares; 2025Q4: 7,118 shares; 2026Q1: 6,275 shares 6,275 $1.34M 0.22% -843 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: restricted; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: not loaded; 2025Q3: 2,400 shares; 2025Q4: 2,161 shares; 2026Q1: 2,157 shares 2,157 $1.33M 0.22% -4 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: restricted; 2024Q4: 13,794 shares; 2025Q1: 38,664 shares; 2025Q2: not loaded; 2025Q3: 57,596 shares; 2025Q4: 60,966 shares; 2026Q1: 59,372 shares 59,372 $1.32M 0.22% -1,594 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,195 shares; 2025Q1: 9,710 shares; 2025Q2: not loaded; 2025Q3: 9,426 shares; 2025Q4: 9,424 shares; 2026Q1: 8,898 shares 8,898 $1.31M 0.22% -526 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: restricted; 2024Q4: 4,569 shares; 2025Q1: 4,444 shares; 2025Q2: not loaded; 2025Q3: 4,379 shares; 2025Q4: 4,255 shares; 2026Q1: 4,535 shares 4,535 $1.3M 0.21% +280 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: restricted; 2024Q4: 10,533 shares; 2025Q1: 9,540 shares; 2025Q2: not loaded; 2025Q3: 9,060 shares; 2025Q4: 9,060 shares; 2026Q1: 9,305 shares 9,305 $1.29M 0.21% +245 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,996 shares; 2025Q1: 5,866 shares; 2025Q2: not loaded; 2025Q3: 5,948 shares; 2025Q4: 6,033 shares; 2026Q1: 5,974 shares 5,974 $1.26M 0.21% -59 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,901 shares; 2025Q1: 2,626 shares; 2025Q2: not loaded; 2025Q3: 2,467 shares; 2025Q4: 2,482 shares; 2026Q1: 2,332 shares 2,332 $1.25M 0.21% -150 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,202 shares; 2025Q1: 8,104 shares; 2025Q2: not loaded; 2025Q3: 8,104 shares; 2025Q4: 7,912 shares; 2026Q1: 7,736 shares 7,736 $1.24M 0.2% -176 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,424 shares; 2025Q1: 35,894 shares; 2025Q2: not loaded; 2025Q3: 53,514 shares; 2025Q4: 56,979 shares; 2026Q1: 56,297 shares 56,297 $1.23M 0.2% -682 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: restricted; 2024Q4: 8,724 shares; 2025Q1: 8,729 shares; 2025Q2: not loaded; 2025Q3: 10,823 shares; 2025Q4: 11,368 shares; 2026Q1: 11,144 shares 11,144 $1.21M 0.2% -224 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: restricted; 2024Q4: 5,124 shares; 2025Q1: 4,193 shares; 2025Q2: not loaded; 2025Q3: 3,699 shares; 2025Q4: 3,624 shares; 2026Q1: 3,404 shares 3,404 $1.21M 0.2% -220 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,579 shares; 2025Q1: 36,917 shares; 2025Q2: not loaded; 2025Q3: 32,803 shares; 2025Q4: 47,104 shares; 2026Q1: 57,692 shares 57,692 $1.21M 0.2% +10,588 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,033 shares; 2025Q1: 14,013 shares; 2025Q2: not loaded; 2025Q3: 15,245 shares; 2025Q4: 16,931 shares; 2026Q1: 17,086 shares 17,086 $1.19M 0.2% +155 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,636 shares; 2025Q1: 23,505 shares; 2025Q2: not loaded; 2025Q3: 22,893 shares; 2025Q4: 22,343 shares; 2026Q1: 21,806 shares 21,806 $1.16M 0.19% -537 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,643 shares; 2025Q1: 40,966 shares; 2025Q2: not loaded; 2025Q3: 33,992 shares; 2025Q4: 45,366 shares; 2026Q1: 53,009 shares 53,009 $1.16M 0.19% +7,643 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,657 shares; 2025Q1: 7,657 shares; 2025Q2: not loaded; 2025Q3: 6,885 shares; 2025Q4: 6,885 shares; 2026Q1: 6,850 shares 6,850 $1.13M 0.19% -35 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: restricted; 2024Q4: 15,852 shares; 2025Q1: 15,307 shares; 2025Q2: not loaded; 2025Q3: 14,078 shares; 2025Q4: 12,201 shares; 2026Q1: 11,721 shares 11,721 $1.11M 0.18% -480 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: restricted; 2024Q4: 41,516 shares; 2025Q1: 41,516 shares; 2025Q2: not loaded; 2025Q3: 39,648 shares; 2025Q4: 38,644 shares; 2026Q1: 36,372 shares 36,372 $1.1M 0.18% -2,272 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,778 shares; 2025Q1: 12,648 shares; 2025Q2: not loaded; 2025Q3: 12,040 shares; 2025Q4: 23,978 shares; 2026Q1: 23,978 shares 23,978 $1.1M 0.18% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,555 shares; 2025Q1: 40,859 shares; 2025Q2: not loaded; 2025Q3: 31,614 shares; 2025Q4: 39,620 shares; 2026Q1: 47,169 shares 47,169 $1.1M 0.18% +7,549 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,985 shares; 2025Q1: 28,265 shares; 2025Q2: not loaded; 2025Q3: 24,905 shares; 2025Q4: 33,400 shares; 2026Q1: 43,198 shares 43,198 $1.09M 0.18% +9,798 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,657 shares; 2025Q1: 5,776 shares; 2025Q2: not loaded; 2025Q3: 3,818 shares; 2025Q4: 3,650 shares; 2026Q1: 3,285 shares 3,285 $1.08M 0.18% -365 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: restricted; 2024Q4: 23,454 shares; 2025Q1: 22,099 shares; 2025Q2: not loaded; 2025Q3: 20,078 shares; 2025Q4: 20,436 shares; 2026Q1: 19,866 shares 19,866 $1.08M 0.18% -570 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: restricted; 2024Q4: 4,918 shares; 2025Q1: 4,878 shares; 2025Q2: not loaded; 2025Q3: 4,698 shares; 2025Q4: 4,635 shares; 2026Q1: 4,695 shares 4,695 $1.06M 0.17% +60 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: restricted; 2024Q4: 312 shares; 2025Q1: 364 shares; 2025Q2: not loaded; 2025Q3: 391 shares; 2025Q4: 279 shares; 2026Q1: 250 shares 250 $1.05M 0.17% -29 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,566 shares; 2025Q1: 8,575 shares; 2025Q2: not loaded; 2025Q3: 8,627 shares; 2025Q4: 8,753 shares; 2026Q1: 8,866 shares 8,866 $1.05M 0.17% +113 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,380 shares; 2025Q1: 9,876 shares; 2025Q2: not loaded; 2025Q3: 10,622 shares; 2025Q4: 10,866 shares; 2026Q1: 10,874 shares 10,874 $1.05M 0.17% +8 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: not loaded; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares 8,350 $1.04M 0.17% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,116 shares; 2025Q2: not loaded; 2025Q3: 1,143 shares; 2025Q4: 10,187 shares; 2026Q1: 9,867 shares 9,867 $949K 0.16% -320 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: restricted; 2024Q4: 10,107 shares; 2025Q1: 10,357 shares; 2025Q2: not loaded; 2025Q3: 14,387 shares; 2025Q4: 14,979 shares; 2026Q1: 17,349 shares 17,349 $938K 0.15% +2,370 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,635 shares 20,635 $917K 0.15% 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: restricted; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: not loaded; 2025Q3: 1,976 shares; 2025Q4: 1,121 shares; 2026Q1: 1,023 shares 1,023 $916K 0.15% -98 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,291 shares; 2025Q1: 5,359 shares; 2025Q2: not loaded; 2025Q3: 5,578 shares; 2025Q4: 5,564 shares; 2026Q1: 6,544 shares 6,544 $912K 0.15% +980 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: restricted; 2024Q4: 5,204 shares; 2025Q1: 5,168 shares; 2025Q2: not loaded; 2025Q3: 5,402 shares; 2025Q4: 5,477 shares; 2026Q1: 4,997 shares 4,997 $910K 0.15% -480 Timeline PSCH 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: restricted; 2024Q4: 24,876 shares; 2025Q1: 22,338 shares; 2025Q2: not loaded; 2025Q3: 22,233 shares; 2025Q4: 21,981 shares; 2026Q1: 21,981 shares 21,981 $904K 0.15% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,210 shares; 2025Q1: 6,210 shares; 2025Q2: not loaded; 2025Q3: 4,310 shares; 2025Q4: 7,935 shares; 2026Q1: 7,735 shares 7,735 $854K 0.14% -200 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,522 shares; 2025Q1: 37,939 shares; 2025Q2: not loaded; 2025Q3: 30,547 shares; 2025Q4: 30,351 shares; 2026Q1: 30,324 shares 30,324 $851K 0.14% -27 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: restricted; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: not loaded; 2025Q3: 5,582 shares; 2025Q4: 5,582 shares; 2026Q1: 5,572 shares 5,572 $844K 0.14% -10 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: restricted; 2024Q4: 7,331 shares; 2025Q1: 6,170 shares; 2025Q2: not loaded; 2025Q3: 11,636 shares; 2025Q4: 7,740 shares; 2026Q1: 6,820 shares 6,820 $837K 0.14% -920 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: restricted; 2024Q4: 31,493 shares; 2025Q1: 31,123 shares; 2025Q2: not loaded; 2025Q3: 30,502 shares; 2025Q4: 10,384 shares; 2026Q1: 8,654 shares 8,654 $827K 0.14% -1,730 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,155 shares; 2025Q1: 27,429 shares; 2025Q2: not loaded; 2025Q3: 24,167 shares; 2025Q4: 25,598 shares; 2026Q1: 31,980 shares 31,980 $827K 0.14% +6,382 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,370 shares; 2025Q1: 10,330 shares; 2025Q2: not loaded; 2025Q3: 10,330 shares; 2025Q4: 10,237 shares; 2026Q1: 10,237 shares 10,237 $815K 0.13% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: not loaded; 2025Q3: 8,321 shares; 2025Q4: 8,125 shares; 2026Q1: 8,067 shares 8,067 $806K 0.13% -58 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,725 shares; 2025Q1: 4,675 shares; 2025Q2: not loaded; 2025Q3: 4,545 shares; 2025Q4: 4,475 shares; 2026Q1: 4,475 shares 4,475 $806K 0.13% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 41,880 shares 41,880 $805K 0.13% +1,880 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: restricted; 2024Q4: 8,137 shares; 2025Q1: 8,137 shares; 2025Q2: not loaded; 2025Q3: 7,962 shares; 2025Q4: 7,962 shares; 2026Q1: 7,937 shares 7,937 $799K 0.13% -25 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,310 shares; 2025Q1: 20,310 shares; 2025Q2: not loaded; 2025Q3: 19,102 shares; 2025Q4: 19,070 shares; 2026Q1: 18,870 shares 18,870 $798K 0.13% -200 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: restricted; 2024Q4: 2,634 shares; 2025Q1: 2,552 shares; 2025Q2: not loaded; 2025Q3: 2,509 shares; 2025Q4: 2,476 shares; 2026Q1: 2,436 shares 2,436 $794K 0.13% -40 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: restricted; 2024Q4: 5,168 shares; 2025Q1: 5,138 shares; 2025Q2: not loaded; 2025Q3: 5,478 shares; 2025Q4: 5,463 shares; 2026Q1: 5,463 shares 5,463 $791K 0.13% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: not loaded; 2025Q3: 3,776 shares; 2025Q4: 3,776 shares; 2026Q1: 3,776 shares 3,776 $778K 0.13% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,872 shares; 2025Q1: 7,779 shares; 2025Q2: not loaded; 2025Q3: 7,433 shares; 2025Q4: 7,433 shares; 2026Q1: 5,783 shares 5,783 $751K 0.12% -1,650 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: not loaded; 2025Q3: 14,819 shares; 2025Q4: 14,627 shares; 2026Q1: 14,627 shares 14,627 $749K 0.12% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: not loaded; 2025Q3: 3,855 shares; 2025Q4: 3,909 shares; 2026Q1: 3,026 shares 3,026 $748K 0.12% -883 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: restricted; 2024Q4: 15,899 shares; 2025Q1: 15,849 shares; 2025Q2: not loaded; 2025Q3: 15,849 shares; 2025Q4: 15,787 shares; 2026Q1: 15,037 shares 15,037 $742K 0.12% -750 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: not loaded; 2025Q3: 6,781 shares; 2025Q4: 6,884 shares; 2026Q1: 6,500 shares 6,500 $737K 0.12% -384 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,220 shares; 2025Q1: 5,320 shares; 2025Q2: not loaded; 2025Q3: 5,909 shares; 2025Q4: 5,939 shares; 2026Q1: 5,699 shares 5,699 $734K 0.12% -240 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: restricted; 2024Q4: 12,320 shares; 2025Q1: 13,001 shares; 2025Q2: not loaded; 2025Q3: 14,974 shares; 2025Q4: 10,200 shares; 2026Q1: 8,585 shares 8,585 $732K 0.12% -1,615 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,095 shares; 2025Q1: 1,965 shares; 2025Q2: not loaded; 2025Q3: 2,165 shares; 2025Q4: 2,155 shares; 2026Q1: 2,240 shares 2,240 $719K 0.12% +85 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,063 shares; 2025Q1: 3,765 shares; 2025Q2: not loaded; 2025Q3: 3,671 shares; 2025Q4: 3,681 shares; 2026Q1: 3,378 shares 3,378 $709K 0.12% -303 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: restricted; 2024Q4: 12,224 shares; 2025Q1: 11,604 shares; 2025Q2: not loaded; 2025Q3: 12,565 shares; 2025Q4: 12,256 shares; 2026Q1: 11,646 shares 11,646 $706K 0.12% -610 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 25,842 shares; 2025Q4: 35,072 shares; 2026Q1: 35,109 shares 35,109 $692K 0.11% +37 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: restricted; 2024Q4: 3,778 shares; 2025Q1: 3,678 shares; 2025Q2: not loaded; 2025Q3: 3,204 shares; 2025Q4: 3,122 shares; 2026Q1: 3,011 shares 3,011 $692K 0.11% -111 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: restricted; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: not loaded; 2025Q3: 5,798 shares; 2025Q4: 5,798 shares; 2026Q1: 5,598 shares 5,598 $678K 0.11% -200 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,830 shares; 2025Q1: 7,900 shares; 2025Q2: not loaded; 2025Q3: 8,909 shares; 2025Q4: 8,974 shares; 2026Q1: 8,257 shares 8,257 $668K 0.11% -717 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 7,580 shares; 2025Q2: not loaded; 2025Q3: 9,087 shares; 2025Q4: 4,932 shares; 2026Q1: 4,612 shares 4,612 $667K 0.11% -320 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: restricted; 2024Q4: 34,710 shares; 2025Q1: 40,550 shares; 2025Q2: not loaded; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares; 2026Q1: 6,255 shares 6,255 $664K 0.11% +195 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,397 shares; 2025Q1: 17,716 shares; 2025Q2: not loaded; 2025Q3: 23,244 shares; 2025Q4: 24,662 shares; 2026Q1: 25,041 shares 25,041 $653K 0.11% +379 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,416 shares; 2025Q1: 3,365 shares; 2025Q2: not loaded; 2025Q3: 3,612 shares; 2025Q4: 2,554 shares; 2026Q1: 2,353 shares 2,353 $637K 0.1% -201 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,270 shares; 2025Q1: 4,473 shares; 2025Q2: not loaded; 2025Q3: 4,761 shares; 2025Q4: 3,642 shares; 2026Q1: 3,369 shares 3,369 $629K 0.1% -273 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,468 shares; 2025Q1: 9,427 shares; 2025Q2: not loaded; 2025Q3: 9,248 shares; 2025Q4: 9,406 shares; 2026Q1: 9,265 shares 9,265 $621K 0.1% -141 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,076 shares; 2025Q1: 4,523 shares; 2025Q2: not loaded; 2025Q3: 4,535 shares; 2025Q4: 3,192 shares; 2026Q1: 3,225 shares 3,225 $611K 0.1% +33 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,948 shares; 2025Q1: 10,084 shares; 2025Q2: not loaded; 2025Q3: 10,783 shares; 2025Q4: 10,783 shares; 2026Q1: 12,783 shares 12,783 $608K 0.1% +2,000 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 18,625 shares; 2025Q4: 25,970 shares; 2026Q1: 29,601 shares 29,601 $604K 0.1% +3,631 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,311 shares; 2025Q4: 1,491 shares; 2026Q1: 1,539 shares 1,539 $603K 0.1% +48 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,621 shares; 2025Q1: 5,609 shares; 2025Q2: not loaded; 2025Q3: 5,499 shares; 2025Q4: 5,499 shares; 2026Q1: 5,412 shares 5,412 $603K 0.1% -87 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,264 shares; 2025Q1: 9,264 shares; 2025Q2: not loaded; 2025Q3: 9,119 shares; 2025Q4: 9,119 shares; 2026Q1: 9,119 shares 9,119 $602K 0.1% 0 Timeline DGRW 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: restricted; 2024Q4: 6,921 shares; 2025Q1: 6,921 shares; 2025Q2: not loaded; 2025Q3: 6,921 shares; 2025Q4: 6,921 shares; 2026Q1: 6,777 shares 6,777 $595K 0.1% -144 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,490 shares; 2025Q1: 4,460 shares; 2025Q2: not loaded; 2025Q3: 4,520 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares 4,490 $595K 0.1% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: not loaded; 2025Q3: 5,260 shares; 2025Q4: 7,793 shares; 2026Q1: 6,349 shares 6,349 $586K 0.1% -1,444 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: restricted; 2024Q4: 6,442 shares; 2025Q1: 6,072 shares; 2025Q2: not loaded; 2025Q3: 5,351 shares; 2025Q4: 5,343 shares; 2026Q1: 5,064 shares 5,064 $582K 0.1% -279 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: restricted; 2024Q4: 3,056 shares; 2025Q1: 3,046 shares; 2025Q2: not loaded; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,802 shares 2,802 $577K 0.09% -98 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: not loaded; 2025Q3: 1,981 shares; 2025Q4: 1,963 shares; 2026Q1: 1,728 shares 1,728 $568K 0.09% -235 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,019 shares; 2025Q1: 12,019 shares; 2025Q2: not loaded; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,411 shares 11,411 $567K 0.09% -324 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: restricted; 2024Q4: 4,632 shares; 2025Q1: 4,632 shares; 2025Q2: not loaded; 2025Q3: 3,926 shares; 2025Q4: 3,906 shares; 2026Q1: 3,894 shares 3,894 $566K 0.09% -12 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: restricted; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: not loaded; 2025Q3: 4,045 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares 4,190 $549K 0.09% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: not loaded; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares; 2026Q1: 6,765 shares 6,765 $529K 0.09% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,037 shares; 2025Q1: 13,293 shares; 2025Q2: not loaded; 2025Q3: 15,786 shares; 2025Q4: 9,767 shares; 2026Q1: 8,718 shares 8,718 $526K 0.09% -1,049 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: restricted; 2024Q4: 4,755 shares; 2025Q1: 3,798 shares; 2025Q2: not loaded; 2025Q3: 2,839 shares; 2025Q4: 2,417 shares; 2026Q1: 2,649 shares 2,649 $525K 0.09% +232 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,485 shares; 2025Q2: not loaded; 2025Q3: 1,418 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares 1,353 $519K 0.09% 0 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: restricted; 2024Q4: 6,348 shares; 2025Q1: 6,223 shares; 2025Q2: not loaded; 2025Q3: 6,223 shares; 2025Q4: 6,223 shares; 2026Q1: 6,223 shares 6,223 $514K 0.08% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,453 shares; 2025Q1: 2,473 shares; 2025Q2: not loaded; 2025Q3: 3,042 shares; 2025Q4: 3,050 shares; 2026Q1: 2,782 shares 2,782 $508K 0.08% -268 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,490 shares; 2025Q1: 8,490 shares; 2025Q2: not loaded; 2025Q3: 8,490 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares 8,490 $506K 0.08% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: not loaded; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,455 shares 1,455 $499K 0.08% -3 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: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: not loaded; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $498K 0.08% 0 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: restricted; 2024Q4: 8,838 shares; 2025Q1: 8,568 shares; 2025Q2: not loaded; 2025Q3: 10,064 shares; 2025Q4: 8,810 shares; 2026Q1: 8,353 shares 8,353 $481K 0.08% -457 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,439 shares; 2025Q1: 5,570 shares; 2025Q2: not loaded; 2025Q3: 5,819 shares; 2025Q4: 3,647 shares; 2026Q1: 3,481 shares 3,481 $478K 0.08% -166 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: restricted; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: not loaded; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares; 2026Q1: 1,786 shares 1,786 $468K 0.08% -650 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 630 shares; 2025Q2: not loaded; 2025Q3: 705 shares; 2025Q4: 735 shares; 2026Q1: 770 shares 770 $465K 0.08% +35 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 5,350 shares; 2025Q2: not loaded; 2025Q3: 4,683 shares; 2025Q4: 9,304 shares; 2026Q1: 9,304 shares 9,304 $465K 0.08% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,602 shares; 2025Q1: 4,602 shares; 2025Q2: not loaded; 2025Q3: 3,892 shares; 2025Q4: 3,892 shares; 2026Q1: 3,267 shares 3,267 $465K 0.08% -625 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: restricted; 2024Q4: 5,597 shares; 2025Q1: 4,988 shares; 2025Q2: not loaded; 2025Q3: 4,951 shares; 2025Q4: 4,901 shares; 2026Q1: 4,829 shares 4,829 $461K 0.08% -72 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: restricted; 2024Q4: 16,679 shares; 2025Q1: 16,647 shares; 2025Q2: not loaded; 2025Q3: 16,753 shares; 2025Q4: 7,313 shares; 2026Q1: 5,863 shares 5,863 $460K 0.08% -1,450 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: restricted; 2024Q4: 39,624 shares; 2025Q1: 40,645 shares; 2025Q2: not loaded; 2025Q3: 44,717 shares; 2025Q4: 26,050 shares; 2026Q1: 12,785 shares 12,785 $459K 0.08% -13,265 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: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: not loaded; 2025Q3: 2,597 shares; 2025Q4: 2,597 shares; 2026Q1: 2,357 shares 2,357 $458K 0.08% -240 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10,457 shares; 2025Q4: 11,371 shares; 2026Q1: 10,912 shares 10,912 $448K 0.07% -459 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: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,542 shares; 2025Q2: not loaded; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares; 2026Q1: 5,605 shares 5,605 $439K 0.07% -292 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,827 shares; 2025Q1: 2,788 shares; 2025Q2: not loaded; 2025Q3: 2,509 shares; 2025Q4: 2,474 shares; 2026Q1: 2,154 shares 2,154 $422K 0.07% -320 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: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,752 shares; 2025Q2: not loaded; 2025Q3: 2,239 shares; 2025Q4: 1,227 shares; 2026Q1: 930 shares 930 $415K 0.07% -297 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: not loaded; 2025Q3: 14,255 shares; 2025Q4: 9,032 shares; 2026Q1: 8,457 shares 8,457 $415K 0.07% -575 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: restricted; 2024Q4: 7,458 shares; 2025Q1: 7,392 shares; 2025Q2: not loaded; 2025Q3: 7,322 shares; 2025Q4: 7,322 shares; 2026Q1: 7,322 shares 7,322 $412K 0.07% 0 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: restricted; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: not loaded; 2025Q3: 3,756 shares; 2025Q4: 7,452 shares; 2026Q1: 6,552 shares 6,552 $401K 0.07% -900 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,255 shares; 2025Q1: 820 shares; 2025Q2: not loaded; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 903 shares 903 $394K 0.06% +83 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: not loaded; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,227 shares 1,227 $390K 0.06% +24 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: restricted; 2024Q4: 4,556 shares; 2025Q1: 4,136 shares; 2025Q2: not loaded; 2025Q3: 4,260 shares; 2025Q4: 4,046 shares; 2026Q1: 4,117 shares 4,117 $387K 0.06% +71 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,279 shares; 2025Q1: 3,304 shares; 2025Q2: not loaded; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,631 shares 2,631 $385K 0.06% -300 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: not loaded; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $382K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 1,953 shares 1,953 $375K 0.06% +209 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: restricted; 2024Q4: 17,186 shares; 2025Q1: 17,186 shares; 2025Q2: not loaded; 2025Q3: 17,334 shares; 2025Q4: 8,314 shares; 2026Q1: 8,137 shares 8,137 $370K 0.06% -177 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,450 shares 6,450 $367K 0.06% new 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: restricted; 2024Q4: 8,107 shares; 2025Q1: 7,682 shares; 2025Q2: not loaded; 2025Q3: 7,477 shares; 2025Q4: 7,107 shares; 2026Q1: 6,942 shares 6,942 $367K 0.06% -165 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,800 shares; 2025Q4: 16,860 shares; 2026Q1: 16,215 shares 16,215 $364K 0.06% -645 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,765 shares; 2025Q4: 3,585 shares; 2026Q1: 3,625 shares 3,625 $359K 0.06% +40 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: restricted; 2024Q4: 8,540 shares; 2025Q1: 8,540 shares; 2025Q2: not loaded; 2025Q3: 7,310 shares; 2025Q4: 6,470 shares; 2026Q1: 6,450 shares 6,450 $358K 0.06% -20 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: not loaded; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 822 shares 822 $357K 0.06% -330 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,819 shares 1,819 $339K 0.06% new Timeline JPST 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: restricted; 2024Q4: 10,746 shares; 2025Q1: 10,632 shares; 2025Q2: not loaded; 2025Q3: 11,053 shares; 2025Q4: 6,453 shares; 2026Q1: 6,393 shares 6,393 $324K 0.05% -60 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: restricted; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: not loaded; 2025Q3: 3,820 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares 3,630 $320K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,350 shares 2,350 $320K 0.05% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,190 shares; 2026Q1: 3,165 shares 3,165 $319K 0.05% +975 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: restricted; 2024Q4: 6,183 shares; 2025Q1: 3,934 shares; 2025Q2: not loaded; 2025Q3: 4,245 shares; 2025Q4: 4,095 shares; 2026Q1: 3,519 shares 3,519 $315K 0.05% -576 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: not loaded; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares; 2026Q1: 6,364 shares 6,364 $313K 0.05% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 631 shares; 2025Q2: not loaded; 2025Q3: 958 shares; 2025Q4: 3,320 shares; 2026Q1: 2,960 shares 2,960 $309K 0.05% -360 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,665 shares; 2025Q1: 8,917 shares; 2025Q2: not loaded; 2025Q3: 10,042 shares; 2025Q4: 5,616 shares; 2026Q1: 4,341 shares 4,341 $307K 0.05% -1,275 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,816 shares; 2025Q1: 2,516 shares; 2025Q2: not loaded; 2025Q3: 3,456 shares; 2025Q4: 3,089 shares; 2026Q1: 3,539 shares 3,539 $307K 0.05% +450 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,160 shares; 2025Q1: 4,110 shares; 2025Q2: not loaded; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares; 2026Q1: 3,890 shares 3,890 $292K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 802 shares 802 $288K 0.05% +139 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,624 shares; 2025Q2: not loaded; 2025Q3: 1,554 shares; 2025Q4: 1,264 shares; 2026Q1: 1,039 shares 1,039 $277K 0.05% -225 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,453 shares; 2025Q1: 4,303 shares; 2025Q2: not loaded; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 3,345 shares 3,345 $274K 0.05% -267 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: restricted; 2024Q4: 3,995 shares; 2025Q1: 3,325 shares; 2025Q2: not loaded; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 2,860 shares 2,860 $266K 0.04% -260 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: restricted; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: not loaded; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811 $264K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: not loaded; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $257K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: not loaded; 2025Q3: 1,393 shares; 2025Q4: 1,610 shares; 2026Q1: 1,470 shares 1,470 $254K 0.04% -140 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,326 shares 4,326 $249K 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,139 shares 1,139 $249K 0.04% +43 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,101 shares; 2025Q1: 1,905 shares; 2025Q2: not loaded; 2025Q3: 1,931 shares; 2025Q4: 1,998 shares; 2026Q1: 1,806 shares 1,806 $246K 0.04% -192 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: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,274 shares; 2025Q2: not loaded; 2025Q3: 387 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $245K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: not loaded; 2025Q3: 775 shares; 2025Q4: 742 shares; 2026Q1: 692 shares 692 $245K 0.04% -50 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,319 shares; 2025Q1: 4,989 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares 3,726 $241K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $237K 0.04% 0 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: restricted; 2024Q4: 3,226 shares; 2025Q1: 3,264 shares; 2025Q2: not loaded; 2025Q3: 3,047 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares 3,097 $228K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,205 shares; 2025Q1: 3,815 shares; 2025Q2: not loaded; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,080 shares 3,080 $223K 0.04% -670 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: restricted; 2024Q4: 5,311 shares; 2025Q1: 3,026 shares; 2025Q2: not loaded; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares; 2026Q1: 1,968 shares 1,968 $223K 0.04% -136 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: not loaded; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $217K 0.04% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares 2,840 $210K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $207K 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: 457 shares; 2025Q2: not loaded; 2025Q3: 431 shares; 2025Q4: not reported; 2026Q1: 486 shares 486 $207K 0.03% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735 shares 735 $207K 0.03% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,004 shares; 2025Q1: 13,149 shares; 2025Q2: not loaded; 2025Q3: 13,149 shares; 2025Q4: 11,149 shares; 2026Q1: 11,149 shares 11,149 $204K 0.03% 0 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: restricted; 2024Q4: 2,777 shares; 2025Q1: 2,717 shares; 2025Q2: not loaded; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $203K 0.03% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares 3,800 $202K 0.03% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,997 shares; 2025Q1: 28,538 shares; 2025Q2: not loaded; 2025Q3: 27,604 shares; 2025Q4: 13,043 shares; 2026Q1: 10,219 shares 10,219 $196K 0.03% -2,824 Timeline ALTA PROPERTIES, INC. ALTA PROPERTIES, INC. More: the full row for ALTA PROPERTIES, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,544 shares; 2025Q1: 24,544 shares; 2025Q2: not loaded; 2025Q3: 24,544 shares; 2025Q4: 24,544 shares; 2026Q1: 24,544 shares 24,544 $182K 0.03% 0