IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 285,911 shares 285,911 $35.5M 5.31% +212,410 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 158,811 shares 158,811 $31.8M 4.75% -9,233 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,770 shares 25,770 $19.3M 2.89% -1,357 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,780 shares 40,780 $15.2M 2.28% -205 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; 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; 2026Q2: 197,632 shares 197,632 $15.2M 2.27% -1,680 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 150,950 shares 150,950 $14.9M 2.24% +2,793 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,061 shares 41,061 $14.7M 2.2% -940 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; 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; 2026Q2: 246,743 shares 246,743 $14.4M 2.15% +9,464 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; 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; 2026Q2: 19,054 shares 19,054 $14.2M 2.13% -559 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 143,342 shares 143,342 $13.8M 2.07% +3,081 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 167,012 shares 167,012 $12.9M 1.93% -5,813 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,781 shares 53,781 $11.8M 1.77% -3,207 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 46,627 shares 46,627 $11.3M 1.69% -1,637 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 482,547 shares 482,547 $11M 1.64% +5,768 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; 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; 2026Q2: 9,044 shares 9,044 $10.8M 1.62% +68 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; 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; 2026Q2: 13,964 shares 13,964 $9.59M 1.43% -8 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; 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; 2026Q2: 105,390 shares 105,390 $8.57M 1.28% 0 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; 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; 2026Q2: 25,861 shares 25,861 $8.47M 1.27% +161 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; 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; 2026Q2: 87,383 shares 87,383 $8.16M 1.22% +101 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 74,043 shares 74,043 $7.57M 1.13% +4,004 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 97,751 shares 97,751 $7.48M 1.12% +1,183 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,468 shares 29,468 $7.42M 1.11% -1,739 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; 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; 2026Q2: 92,356 shares 92,356 $7.3M 1.09% +1,658 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; 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; 2026Q2: 7,649 shares 7,649 $7.16M 1.07% -267 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,245 shares 27,245 $6.87M 1.03% -106 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 132,863 shares 132,863 $6.73M 1.01% +9,315 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,675 shares 44,675 $6.63M 0.99% -3,928 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,520 shares 16,520 $6.24M 0.93% -31 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; 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; 2026Q2: 8,472 shares 8,472 $6.24M 0.93% -147 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; 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; 2026Q2: 5,399 shares 5,399 $6.23M 0.93% -103 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; 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; 2026Q2: 112,329 shares 112,329 $5.69M 0.85% +763 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; 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; 2026Q2: 93,199 shares 93,199 $5.5M 0.82% -8,099 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; 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; 2026Q2: 129,973 shares 129,973 $5.29M 0.79% -876 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,440 shares 14,440 $5.1M 0.76% -127 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,046 shares 30,046 $4.98M 0.75% -878 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,275 shares 14,275 $4.9M 0.73% +777 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,890 shares 27,890 $4.58M 0.69% -1,093 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; 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; 2026Q2: 9,554 shares 9,554 $4.56M 0.68% -120 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; 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; 2026Q2: 38,055 shares 38,055 $4.47M 0.67% -189 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,340 shares 11,340 $4.47M 0.67% -428 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,369 shares 45,369 $4.38M 0.65% -2,504 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; 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; 2026Q2: 94,259 shares 94,259 $4.34M 0.65% +3,216 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,089 shares 17,089 $4.34M 0.65% +199 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; 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; 2026Q2: 26,376 shares 26,376 $3.87M 0.58% -47 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; 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; 2026Q2: 54,256 shares 54,256 $3.87M 0.58% +6,224 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; 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; 2026Q2: 39,256 shares 39,256 $3.85M 0.58% +100 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,997 shares 81,997 $3.78M 0.57% +310 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,425 shares 12,425 $3.75M 0.56% +11,244 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; 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; 2026Q2: 27,136 shares 27,136 $3.71M 0.56% +40 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,338 shares 3,338 $3.55M 0.53% -6 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,254 shares 25,254 $3.47M 0.52% -250 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; 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; 2026Q2: 6,718 shares 6,718 $3.3M 0.49% -74 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; 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; 2026Q2: 20,798 shares 20,798 $3.29M 0.49% -100 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; 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; 2026Q2: 13,125 shares 13,125 $3.11M 0.46% -654 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; 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; 2026Q2: 31,848 shares 31,848 $2.82M 0.42% +632 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; 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; 2026Q2: 2,744 shares 2,744 $2.78M 0.42% -3 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,566 shares 26,566 $2.76M 0.41% 0 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; 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; 2026Q2: 21,223 shares 21,223 $2.73M 0.41% -459 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; 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; 2026Q2: 9,491 shares 9,491 $2.67M 0.4% -370 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; 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; 2026Q2: 23,049 shares 23,049 $2.67M 0.4% +95 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; 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; 2026Q2: 7,628 shares 7,628 $2.6M 0.39% -108 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,791 shares; 2025Q2: not loaded; 2025Q3: 10,852 shares; 2025Q4: 7,118 shares; 2026Q1: 6,275 shares; 2026Q2: 5,786 shares 5,786 $2.51M 0.38% -489 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,153 shares 8,153 $2.45M 0.37% -140 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,470 shares 23,470 $2.4M 0.36% +1,150 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,722 shares 20,722 $2.35M 0.35% -177 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; 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; 2026Q2: 20,954 shares 20,954 $2.26M 0.34% -892 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; 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; 2026Q2: 26,516 shares 26,516 $2.22M 0.33% 0 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; 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; 2026Q2: 9,811 shares 9,811 $2.14M 0.32% +25 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; 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; 2026Q2: 5,004 shares 5,004 $2.13M 0.32% -460 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,980 shares 39,980 $2.13M 0.32% +2,401 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; 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; 2026Q2: 1,543 shares 1,543 $2.1M 0.31% -24 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,844 shares 18,844 $2.08M 0.31% +4 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 90,074 shares 90,074 $2.06M 0.31% +18,323 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; 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; 2026Q2: 21,294 shares 21,294 $2.05M 0.31% +994 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; 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; 2026Q2: 5,650 shares 5,650 $2.05M 0.31% +85 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; 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; 2026Q2: 21,220 shares 21,220 $2.04M 0.31% +1,431 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,969 shares 3,969 $2.04M 0.3% +129 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 90,935 shares 90,935 $2.03M 0.3% +22,808 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; 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; 2026Q2: 3,462 shares 3,462 $1.95M 0.29% -41 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 79,909 shares 79,909 $1.94M 0.29% +1,933 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; 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; 2026Q2: 5,181 shares 5,181 $1.91M 0.29% -5 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; 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; 2026Q2: 11,866 shares 11,866 $1.88M 0.28% -446 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; 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; 2026Q2: 6,871 shares 6,871 $1.87M 0.28% -583 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,195 shares 82,195 $1.82M 0.27% +22,823 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; 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; 2026Q2: 22,402 shares 22,402 $1.8M 0.27% +17,867 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; 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; 2026Q2: 11,790 shares 11,790 $1.79M 0.27% +1,103 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,408 shares 6,408 $1.79M 0.27% -40 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 72,984 shares 72,984 $1.77M 0.26% +281 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,393 shares 35,393 $1.74M 0.26% -3,627 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: not loaded; 2025Q3: 1,631 shares; 2025Q4: 1,689 shares; 2026Q1: 1,694 shares; 2026Q2: 1,735 shares 1,735 $1.67M 0.25% +41 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; 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; 2026Q2: 3,599 shares 3,599 $1.65M 0.25% -152 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,590 shares 2,590 $1.64M 0.25% +25 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; 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; 2026Q2: 2,304 shares 2,304 $1.62M 0.24% +147 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; 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; 2026Q2: 7,098 shares 7,098 $1.57M 0.23% +430 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,545 shares 9,545 $1.56M 0.23% -424 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,732 shares 5,732 $1.55M 0.23% +74 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; 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; 2026Q2: 5,657 shares 5,657 $1.53M 0.23% +133 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; 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; 2026Q2: 13,027 shares 13,027 $1.53M 0.23% -111 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; 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; 2026Q2: 8,889 shares 8,889 $1.51M 0.23% +2,069 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,567 shares 9,567 $1.5M 0.22% +262 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,072 shares 2,072 $1.48M 0.22% -260 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,311 shares; 2025Q4: 1,491 shares; 2026Q1: 1,539 shares; 2026Q2: 1,508 shares 1,508 $1.46M 0.22% -31 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; 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; 2026Q2: 34,083 shares 34,083 $1.44M 0.22% +685 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; 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; 2026Q2: 10,033 shares 10,033 $1.44M 0.21% -850 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 55,536 shares 55,536 $1.4M 0.21% +670 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,429 shares 13,429 $1.4M 0.21% +258 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,659 shares 16,659 $1.38M 0.21% -427 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,344 shares 3,344 $1.37M 0.2% -60 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; 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; 2026Q2: 14,777 shares 14,777 $1.36M 0.2% 0 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; 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; 2026Q2: 15,517 shares 15,517 $1.36M 0.2% +65 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,974 shares 5,974 $1.36M 0.2% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,297 shares 4,297 $1.35M 0.2% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 61,837 shares 61,837 $1.34M 0.2% +5,540 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,806 shares 9,806 $1.33M 0.2% -206 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,751 shares 1,751 $1.32M 0.2% +5 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 62,795 shares 62,795 $1.31M 0.2% +5,103 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; 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; 2026Q2: 2,546 shares 2,546 $1.28M 0.19% -276 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,613 shares 8,613 $1.26M 0.19% -285 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 57,644 shares 57,644 $1.26M 0.19% +4,635 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; 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; 2026Q2: 6,850 shares 6,850 $1.24M 0.19% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,144 shares 11,144 $1.22M 0.18% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,325 shares 10,325 $1.21M 0.18% +1,459 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 51,170 shares 51,170 $1.19M 0.18% +4,001 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; 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; 2026Q2: 8,350 shares 8,350 $1.18M 0.18% 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; 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; 2026Q2: 8,127 shares 8,127 $1.17M 0.18% +60 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: not loaded; 2025Q3: 1,976 shares; 2025Q4: 1,121 shares; 2026Q1: 1,023 shares; 2026Q2: 1,169 shares 1,169 $1.14M 0.17% +146 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; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 364 shares; 2025Q2: not loaded; 2025Q3: 391 shares; 2025Q4: 279 shares; 2026Q1: 250 shares; 2026Q2: 6,336 shares 6,336 $1.13M 0.17% +6,086 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,419 shares 44,419 $1.12M 0.17% +1,221 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; 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; 2026Q2: 21,207 shares 21,207 $1.11M 0.17% -774 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,372 shares 36,372 $1.11M 0.17% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,160 shares 11,160 $1.07M 0.16% +286 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; 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; 2026Q2: 23,269 shares 23,269 $1.06M 0.16% -709 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,311 shares 19,311 $1.05M 0.16% -555 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,659 shares 5,659 $1.05M 0.16% -40 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; 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; 2026Q2: 17,289 shares 17,289 $1.03M 0.15% -60 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,582 shares 20,582 $1.02M 0.15% -1,224 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,428 shares 10,428 $986K 0.15% -1,293 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,937 shares 7,937 $933K 0.14% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 41,880 shares; 2026Q2: 46,880 shares 46,880 $915K 0.14% +5,000 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,654 shares 8,654 $890K 0.13% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,586 shares 9,586 $879K 0.13% +1,001 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; 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; 2026Q2: 2,473 shares 2,473 $872K 0.13% -812 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; 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; 2026Q2: 6,872 shares 6,872 $868K 0.13% +328 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,155 shares 6,155 $861K 0.13% -345 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,084 shares 5,084 $859K 0.13% +87 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,779 shares 4,779 $854K 0.13% -684 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,044 shares 33,044 $851K 0.13% +1,064 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; 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; 2026Q2: 10,237 shares 10,237 $846K 0.13% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,240 shares 2,240 $829K 0.12% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,372 shares 2,372 $808K 0.12% -64 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 25,842 shares; 2025Q4: 35,072 shares; 2026Q1: 35,109 shares; 2026Q2: 41,179 shares 41,179 $805K 0.12% +6,070 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,881 shares 9,881 $804K 0.12% +1,163 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,285 shares 7,285 $804K 0.12% -450 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; 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; 2026Q2: 1,224 shares 1,224 $803K 0.12% -129 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; 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; 2026Q2: 4,465 shares 4,465 $802K 0.12% -10 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,870 shares 18,870 $800K 0.12% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,052 shares 5,052 $790K 0.12% -520 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; 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; 2026Q2: 3,026 shares 3,026 $788K 0.12% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,765 shares; 2025Q4: 3,585 shares; 2026Q1: 3,625 shares; 2026Q2: 2,640 shares 2,640 $786K 0.12% -985 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; 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; 2026Q2: 14,487 shares 14,487 $777K 0.12% -550 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,398 shares 2,398 $763K 0.11% +45 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,737 shares 14,737 $756K 0.11% +110 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,350 shares; 2026Q2: 2,910 shares 2,910 $743K 0.11% +560 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,098 shares 5,098 $726K 0.11% -500 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; 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; 2026Q2: 12,596 shares 12,596 $726K 0.11% +950 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 18,625 shares; 2025Q4: 25,970 shares; 2026Q1: 29,601 shares; 2026Q2: 35,531 shares 35,531 $717K 0.11% +5,930 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; 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; 2026Q2: 2,912 shares 2,912 $717K 0.11% +110 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,535 shares 6,535 $703K 0.11% +280 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; 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; 2026Q2: 8,552 shares 8,552 $694K 0.1% +295 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; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: not loaded; 2025Q3: 5,260 shares; 2025Q4: 7,793 shares; 2026Q1: 6,349 shares; 2026Q2: 7,427 shares 7,427 $684K 0.1% +1,078 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; 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; 2026Q2: 2,292 shares 2,292 $683K 0.1% -65 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; 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; 2026Q2: 3,011 shares 3,011 $671K 0.1% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,490 shares 4,490 $663K 0.1% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,302 shares 25,302 $659K 0.1% +261 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; 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; 2026Q2: 9,119 shares 9,119 $656K 0.1% 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; 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; 2026Q2: 9,125 shares 9,125 $652K 0.1% -742 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,984 shares 26,984 $650K 0.1% -3,340 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,156 shares 5,156 $642K 0.1% -256 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,609 shares; 2025Q1: 10,479 shares; 2025Q2: not loaded; 2025Q3: 9,727 shares; 2025Q4: 9,877 shares; 2026Q1: not reported; 2026Q2: 21,170 shares 21,170 $640K 0.1% new 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; 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; 2026Q2: 3,776 shares 3,776 $636K 0.1% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,876 shares 3,876 $628K 0.09% -18 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; 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; 2026Q2: 5,783 shares 5,783 $626K 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,280 shares 5,280 $621K 0.09% +216 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,635 shares; 2026Q2: 13,815 shares 13,815 $620K 0.09% -6,820 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; 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; 2026Q2: 3,900 shares 3,900 $617K 0.09% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,227 shares 9,227 $615K 0.09% -38 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,411 shares 11,411 $614K 0.09% 0 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; 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; 2026Q2: 4,190 shares 4,190 $612K 0.09% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,877 shares 12,877 $612K 0.09% +94 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,028 shares 3,028 $605K 0.09% -239 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 802 shares; 2026Q2: 1,222 shares 1,222 $605K 0.09% +420 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; 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; 2026Q2: 3,012 shares 3,012 $604K 0.09% +230 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; 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; 2026Q2: 6,765 shares 6,765 $599K 0.09% 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; 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; 2026Q2: 6,145 shares 6,145 $588K 0.09% -632 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; 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; 2026Q2: 8,490 shares 8,490 $579K 0.09% 0 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; 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; 2026Q2: 4,191 shares 4,191 $544K 0.08% -421 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; 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; 2026Q2: 1,786 shares 1,786 $541K 0.08% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,117 shares 7,117 $522K 0.08% -205 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,725 shares 3,725 $520K 0.08% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,779 shares 12,779 $520K 0.08% -6 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,637 shares 1,637 $515K 0.08% -91 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; 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; 2026Q2: 1,453 shares 1,453 $515K 0.08% -2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10,457 shares; 2025Q4: 11,371 shares; 2026Q1: 10,912 shares; 2026Q2: 10,752 shares 10,752 $511K 0.08% -160 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,223 shares 6,223 $511K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,752 shares; 2025Q2: not loaded; 2025Q3: 2,239 shares; 2025Q4: 1,227 shares; 2026Q1: 930 shares; 2026Q2: 1,022 shares 1,022 $508K 0.08% +92 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,819 shares; 2026Q2: 2,239 shares 2,239 $501K 0.07% +420 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,254 shares 5,254 $497K 0.07% +425 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; 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; 2026Q2: 2,602 shares 2,602 $496K 0.07% -623 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; 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; 2026Q2: 1,227 shares 1,227 $487K 0.07% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,837 shares 8,837 $483K 0.07% +700 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; 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; 2026Q2: 8,353 shares 8,353 $483K 0.07% 0 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; 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; 2026Q2: 2,811 shares 2,811 $471K 0.07% -567 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,960 shares 4,960 $469K 0.07% new 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; 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; 2026Q2: 2,174 shares 2,174 $461K 0.07% +20 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; 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; 2026Q2: 2,821 shares 2,821 $459K 0.07% -660 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; 2024Q3: restricted; 2024Q4: 1,255 shares; 2025Q1: 820 shares; 2025Q2: not loaded; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 903 shares; 2026Q2: 5,238 shares 5,238 $451K 0.07% +4,335 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,436 shares 5,436 $447K 0.07% -169 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; 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; 2026Q2: 3,582 shares 3,582 $446K 0.07% +933 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,225 shares 3,225 $441K 0.07% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,800 shares; 2025Q4: 16,860 shares; 2026Q1: 16,215 shares; 2026Q2: 17,340 shares 17,340 $440K 0.07% +1,125 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; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 630 shares; 2025Q2: not loaded; 2025Q3: 705 shares; 2025Q4: 735 shares; 2026Q1: 770 shares; 2026Q2: 850 shares 850 $433K 0.06% +80 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,190 shares; 2026Q1: 3,165 shares; 2026Q2: 4,199 shares 4,199 $421K 0.06% +1,034 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 1,953 shares; 2026Q2: 1,952 shares 1,952 $415K 0.06% -1 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; 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; 2026Q2: 8,101 shares 8,101 $412K 0.06% -1,203 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; 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; 2026Q2: 3,890 shares 3,890 $408K 0.06% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,772 shares 4,772 $404K 0.06% +431 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,180 shares 4,180 $403K 0.06% +63 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: not loaded; 2025Q3: 14,255 shares; 2025Q4: 9,032 shares; 2026Q1: 8,457 shares; 2026Q2: 8,645 shares 8,645 $403K 0.06% +188 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; 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; 2026Q2: 5,153 shares 5,153 $401K 0.06% -710 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; 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; 2026Q2: 2,631 shares 2,631 $401K 0.06% 0 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; 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; 2026Q2: 6,150 shares 6,150 $378K 0.06% -300 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,450 shares; 2026Q2: 6,450 shares 6,450 $372K 0.06% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,364 shares 6,364 $361K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,503 shares 3,503 $358K 0.05% -16 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; 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; 2026Q2: 6,993 shares 6,993 $354K 0.05% +600 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; 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; 2026Q2: 6,452 shares 6,452 $343K 0.05% -100 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754 shares 754 $342K 0.05% new 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; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: not loaded; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $341K 0.05% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,811 shares 1,811 $298K 0.04% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425 shares 1,425 $295K 0.04% 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; 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; 2026Q2: 6,942 shares 6,942 $285K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,611 shares 3,611 $282K 0.04% +72 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,758 shares 1,758 $275K 0.04% -1,611 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; 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; 2026Q2: 1,671 shares 1,671 $275K 0.04% -135 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: not loaded; 2025Q3: 3,820 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares; 2026Q2: 3,630 shares 3,630 $274K 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $271K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,139 shares; 2026Q2: 1,099 shares 1,099 $266K 0.04% -40 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; 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; 2026Q2: 3,175 shares 3,175 $264K 0.04% -170 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,560 shares 1,560 $253K 0.04% new 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; 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; 2026Q2: 2,318 shares 2,318 $248K 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; 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; 2026Q2: 1,470 shares 1,470 $240K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $239K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares; 2026Q2: 720 shares 720 $238K 0.04% +40 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; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: not loaded; 2025Q3: 775 shares; 2025Q4: 742 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $234K 0.04% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,149 shares 11,149 $228K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $228K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,573 shares 4,573 $228K 0.03% new 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; 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; 2026Q2: 3,097 shares 3,097 $227K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,715 shares 2,715 $224K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,875 shares 2,875 $223K 0.03% +15 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; 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; 2026Q2: 1,968 shares 1,968 $218K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,252 shares 5,252 $217K 0.03% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,319 shares; 2025Q1: 4,989 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares; 2026Q2: 3,826 shares 3,826 $217K 0.03% +100 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,969 shares 2,969 $216K 0.03% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,326 shares; 2026Q2: 4,326 shares 4,326 $213K 0.03% 0 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,467 shares 2,467 $210K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares; 2026Q2: 2,810 shares 2,810 $204K 0.03% -30 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 631 shares; 2025Q2: not loaded; 2025Q3: 958 shares; 2025Q4: 3,320 shares; 2026Q1: 2,960 shares; 2026Q2: 2,040 shares 2,040 $203K 0.03% -920 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $202K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,224 shares 14,224 $198K 0.03% new 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; 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; 2026Q2: 24,544 shares 24,544 $182K 0.03% 0