QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,763 shares; 2024Q4: 93,913 shares; 2025Q1: 125,008 shares; 2025Q2: 223,202 shares; 2025Q3: 334,952 shares; 2025Q4: 411,333 shares; 2026Q1: 505,014 shares 505,014 $18.3M 6.17% +93,681 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,299 shares; 2024Q4: 102,376 shares; 2025Q1: 102,392 shares; 2025Q2: 102,569 shares; 2025Q3: 102,674 shares; 2025Q4: 104,280 shares; 2026Q1: 104,015 shares 104,015 $17.1M 5.77% -265 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,942 shares; 2024Q4: 29,452 shares; 2025Q1: 29,399 shares; 2025Q2: 27,206 shares; 2025Q3: 28,258 shares; 2025Q4: 61,031 shares; 2026Q1: 42,164 shares 42,164 $10.7M 3.61% -18,867 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,250 shares; 2024Q4: 19,735 shares; 2025Q1: 26,745 shares; 2025Q2: 83,169 shares; 2025Q3: 84,095 shares; 2025Q4: 32,484 shares; 2026Q1: 35,849 shares 35,849 $10.5M 3.55% +3,365 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,218 shares; 2025Q1: 4,431 shares; 2025Q2: 4,683 shares; 2025Q3: 4,829 shares; 2025Q4: 21,754 shares; 2026Q1: 16,481 shares 16,481 $7.9M 2.66% -5,273 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,034 shares; 2024Q4: 33,505 shares; 2025Q1: 32,110 shares; 2025Q2: 35,205 shares; 2025Q3: 36,688 shares; 2025Q4: 74,015 shares; 2026Q1: 42,883 shares 42,883 $7.48M 2.52% -31,132 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 11,384 shares; 2025Q1: 10,572 shares; 2025Q2: 9,765 shares; 2025Q3: 10,525 shares; 2025Q4: 11,002 shares; 2026Q1: 11,343 shares 11,343 $7.38M 2.49% +341 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,762 shares; 2024Q4: 78,713 shares; 2025Q1: 97,684 shares; 2025Q2: 110,170 shares; 2025Q3: 114,483 shares; 2025Q4: 137,097 shares; 2026Q1: 161,621 shares 161,621 $7.06M 2.38% +24,524 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 9,502 shares; 2025Q1: 11,558 shares; 2025Q2: 12,297 shares; 2025Q3: 10,404 shares; 2025Q4: 40,873 shares; 2026Q1: 24,523 shares 24,523 $7.03M 2.37% -16,350 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,087 shares; 2025Q2: 44,973 shares; 2025Q3: 80,466 shares; 2025Q4: 110,257 shares; 2026Q1: 138,900 shares 138,900 $6.86M 2.31% +28,643 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 14,108 shares; 2025Q1: 15,223 shares; 2025Q2: 16,046 shares; 2025Q3: 14,999 shares; 2025Q4: 28,841 shares; 2026Q1: 17,776 shares 17,776 $6.58M 2.22% -11,065 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 3,239 shares; 2025Q3: 11,535 shares; 2025Q4: 12,255 shares; 2026Q1: 17,423 shares 17,423 $6.46M 2.18% +5,168 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,938 shares; 2025Q3: 46,501 shares; 2025Q4: 56,971 shares; 2026Q1: 69,673 shares 69,673 $5.88M 1.98% +12,702 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 17,074 shares; 2025Q1: 18,528 shares; 2025Q2: 18,519 shares; 2025Q3: 18,531 shares; 2025Q4: 18,752 shares; 2026Q1: 20,215 shares 20,215 $5.8M 1.96% +1,463 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,933 shares; 2024Q4: 28,560 shares; 2025Q1: 45,512 shares; 2025Q2: 48,678 shares; 2025Q3: 54,879 shares; 2025Q4: 40,889 shares; 2026Q1: 57,561 shares 57,561 $5.59M 1.88% +16,672 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,512 shares; 2025Q1: 1,681 shares; 2025Q2: 1,657 shares; 2025Q3: 1,751 shares; 2025Q4: 9,960 shares; 2026Q1: 8,752 shares 8,752 $4.37M 1.47% -1,208 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 14,656 shares; 2025Q1: 14,212 shares; 2025Q2: 14,857 shares; 2025Q3: 16,391 shares; 2025Q4: 32,308 shares; 2026Q1: 19,861 shares 19,861 $4.14M 1.39% -12,447 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 9,550 shares; 2025Q1: 9,403 shares; 2025Q2: 10,287 shares; 2025Q3: 10,778 shares; 2025Q4: 20,511 shares; 2026Q1: 13,484 shares 13,484 $3.88M 1.31% -7,027 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 820 shares; 2025Q1: 812 shares; 2025Q2: 867 shares; 2025Q3: 917 shares; 2025Q4: 43,330 shares; 2026Q1: 37,434 shares 37,434 $3.6M 1.21% -5,896 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,448 shares; 2025Q4: 43,963 shares; 2026Q1: 85,221 shares 85,221 $3.47M 1.17% +41,258 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 8,556 shares; 2025Q1: 8,253 shares; 2025Q2: 8,135 shares; 2025Q3: 8,536 shares; 2025Q4: 16,704 shares; 2026Q1: 11,020 shares 11,020 $3.41M 1.15% -5,684 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 34,948 shares; 2025Q1: 18,647 shares; 2025Q2: 18,089 shares; 2025Q3: 22,915 shares; 2025Q4: 29,420 shares; 2026Q1: 37,176 shares 37,176 $3.28M 1.1% +7,756 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 7,471 shares; 2025Q1: 7,529 shares; 2025Q2: 10,562 shares; 2025Q3: 10,480 shares; 2025Q4: 10,218 shares; 2026Q1: 9,945 shares 9,945 $3.19M 1.08% -273 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,002 shares; 2025Q1: 2,212 shares; 2025Q2: 2,411 shares; 2025Q3: 2,343 shares; 2025Q4: 23,983 shares; 2026Q1: 18,895 shares 18,895 $3.16M 1.06% -5,088 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,294 shares; 2025Q3: 32,925 shares; 2025Q4: 41,116 shares; 2026Q1: 39,538 shares 39,538 $3.05M 1.03% -1,578 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,130 shares; 2025Q1: 124,929 shares; 2025Q2: 123,567 shares; 2025Q3: 122,913 shares; 2025Q4: 4,113 shares; 2026Q1: 4,220 shares 4,220 $2.76M 0.93% +107 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,037 shares; 2024Q4: 63,163 shares; 2025Q1: 63,163 shares; 2025Q2: 63,136 shares; 2025Q3: 63,136 shares; 2025Q4: 61,784 shares; 2026Q1: 61,784 shares 61,784 $2.64M 0.89% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 3,168 shares; 2025Q1: 3,173 shares; 2025Q2: 3,237 shares; 2025Q3: 3,467 shares; 2025Q4: 7,432 shares; 2026Q1: 4,419 shares 4,419 $2.53M 0.85% -3,013 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,730 shares; 2025Q3: 3,251 shares; 2025Q4: 33,379 shares; 2026Q1: 30,849 shares 30,849 $2.22M 0.75% -2,530 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,710 shares; 2026Q1: 3,594 shares 3,594 $2.12M 0.71% -116 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,341 shares; 2025Q1: 4,997 shares; 2025Q2: 5,332 shares; 2025Q3: 5,557 shares; 2025Q4: 10,674 shares; 2026Q1: 8,371 shares 8,371 $2.05M 0.69% -2,303 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,106 shares; 2025Q1: 3,168 shares; 2025Q2: 3,537 shares; 2025Q3: 3,816 shares; 2025Q4: 7,211 shares; 2026Q1: 5,717 shares 5,717 $1.73M 0.58% -1,494 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 2,340 shares; 2025Q1: 2,440 shares; 2025Q2: 2,590 shares; 2025Q3: 2,741 shares; 2025Q4: 3,275 shares; 2026Q1: 2,872 shares 2,872 $1.72M 0.58% -403 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,039 shares; 2024Q4: 19,856 shares; 2025Q1: 16,587 shares; 2025Q2: 21,816 shares; 2025Q3: 21,816 shares; 2025Q4: 32,640 shares; 2026Q1: 26,382 shares 26,382 $1.69M 0.57% -6,258 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,365 shares; 2024Q4: 12,231 shares; 2025Q1: 14,543 shares; 2025Q2: 15,198 shares; 2025Q3: 19,681 shares; 2025Q4: 17,367 shares; 2026Q1: 18,165 shares 18,165 $1.64M 0.55% +798 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 3,080 shares; 2025Q1: 2,559 shares; 2025Q2: 3,254 shares; 2025Q3: 3,765 shares; 2025Q4: 7,848 shares; 2026Q1: 4,237 shares 4,237 $1.58M 0.53% -3,611 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,368 shares; 2025Q1: 3,194 shares; 2025Q2: 2,440 shares; 2025Q3: 2,541 shares; 2025Q4: 7,031 shares; 2026Q1: 4,632 shares 4,632 $1.57M 0.53% -2,399 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 3,647 shares; 2026Q1: 3,482 shares 3,482 $1.52M 0.51% -165 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,248 shares; 2025Q1: 1,235 shares; 2025Q2: 1,296 shares; 2025Q3: 1,333 shares; 2025Q4: 2,744 shares; 2026Q1: 1,643 shares 1,643 $1.51M 0.51% -1,101 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 20,027 shares; 2025Q3: 20,027 shares; 2025Q4: 22,665 shares; 2026Q1: 26,459 shares 26,459 $1.5M 0.51% +3,794 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 1,578 shares; 2025Q1: 1,627 shares; 2025Q2: 1,609 shares; 2025Q3: 1,545 shares; 2025Q4: 3,216 shares; 2026Q1: 2,067 shares 2,067 $1.46M 0.49% -1,149 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,694 shares; 2025Q1: 3,814 shares; 2025Q2: 3,876 shares; 2025Q3: 3,969 shares; 2025Q4: 6,358 shares; 2026Q1: 6,662 shares 6,662 $1.45M 0.49% +304 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,668 shares; 2024Q4: 14,481 shares; 2025Q1: 14,993 shares; 2025Q2: 15,364 shares; 2025Q3: 13,810 shares; 2025Q4: 11,637 shares; 2026Q1: 11,294 shares 11,294 $1.4M 0.47% -343 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 6,038 shares; 2025Q1: 6,356 shares; 2025Q2: 6,929 shares; 2025Q3: 7,493 shares; 2025Q4: 12,983 shares; 2026Q1: 8,180 shares 8,180 $1.39M 0.47% -4,803 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 8,128 shares; 2025Q1: 8,142 shares; 2025Q2: 9,019 shares; 2025Q3: 9,227 shares; 2025Q4: 17,917 shares; 2026Q1: 10,723 shares 10,723 $1.34M 0.45% -7,194 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,727 shares; 2025Q1: 14,006 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 13,562 shares; 2026Q1: 13,316 shares 13,316 $1.25M 0.42% -246 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 9,082 shares; 2025Q1: 9,360 shares; 2025Q2: 7,819 shares; 2025Q3: 7,493 shares; 2025Q4: 6,646 shares; 2026Q1: 6,507 shares 6,507 $1.25M 0.42% -139 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,552 shares; 2024Q4: 11,976 shares; 2025Q1: 15,699 shares; 2025Q2: 16,396 shares; 2025Q3: 16,491 shares; 2025Q4: 19,288 shares; 2026Q1: 17,854 shares 17,854 $1.25M 0.42% -1,434 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,876 shares; 2025Q1: 1,977 shares; 2025Q2: 2,787 shares; 2025Q3: 2,874 shares; 2025Q4: 5,119 shares; 2026Q1: 4,325 shares 4,325 $1.23M 0.41% -794 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,464 shares; 2025Q1: 3,674 shares; 2025Q2: 3,857 shares; 2025Q3: 4,430 shares; 2025Q4: 6,651 shares; 2026Q1: 5,377 shares 5,377 $1.11M 0.37% -1,274 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 6,890 shares; 2025Q1: 6,789 shares; 2025Q2: 6,613 shares; 2025Q3: 6,235 shares; 2025Q4: 8,943 shares; 2026Q1: 7,584 shares 7,584 $1.1M 0.37% -1,359 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,954 shares; 2025Q1: 5,339 shares; 2025Q2: 5,769 shares; 2025Q3: 6,221 shares; 2025Q4: 12,413 shares; 2026Q1: 8,749 shares 8,749 $1.06M 0.36% -3,664 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4,148 shares; 2025Q1: 4,148 shares; 2025Q2: 4,148 shares; 2025Q3: 4,895 shares; 2025Q4: 7,653 shares; 2026Q1: 7,151 shares 7,151 $1.06M 0.36% -502 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 559 shares; 2025Q1: 536 shares; 2025Q2: 462 shares; 2025Q3: 569 shares; 2025Q4: 1,413 shares; 2026Q1: 789 shares 789 $1.04M 0.35% -624 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,011 shares; 2024Q4: 126,177 shares; 2025Q1: 104,749 shares; 2025Q2: 110,714 shares; 2025Q3: 104,813 shares; 2025Q4: 85,933 shares; 2026Q1: 58,681 shares 58,681 $1.02M 0.34% -27,252 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,027 shares; 2024Q4: 22,397 shares; 2025Q1: 21,762 shares; 2025Q2: 22,655 shares; 2025Q3: 22,898 shares; 2025Q4: 25,632 shares; 2026Q1: 23,929 shares 23,929 $982K 0.33% -1,703 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 8,523 shares; 2025Q1: 8,662 shares; 2025Q2: 9,157 shares; 2025Q3: 8,284 shares; 2025Q4: 17,594 shares; 2026Q1: 12,813 shares 12,813 $980K 0.33% -4,781 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 3,924 shares; 2025Q1: 3,865 shares; 2025Q2: 3,971 shares; 2025Q3: 4,267 shares; 2025Q4: 9,061 shares; 2026Q1: 9,405 shares 9,405 $966K 0.33% +344 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,046 shares; 2026Q1: 30,018 shares 30,018 $916K 0.31% -4,028 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 907 shares; 2025Q1: 917 shares; 2025Q2: 930 shares; 2025Q3: 874 shares; 2025Q4: 1,760 shares; 2026Q1: 1,075 shares 1,075 $909K 0.31% -685 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 2,410 shares; 2025Q1: 8,848 shares; 2025Q2: 8,843 shares; 2025Q3: 8,864 shares; 2025Q4: 12,164 shares; 2026Q1: 12,871 shares 12,871 $869K 0.29% +707 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,764 shares; 2025Q1: 3,892 shares; 2025Q2: 4,049 shares; 2025Q3: 4,268 shares; 2025Q4: 6,531 shares; 2026Q1: 4,253 shares 4,253 $865K 0.29% -2,278 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 11,282 shares; 2025Q1: 12,075 shares; 2025Q2: 12,286 shares; 2025Q3: 12,346 shares; 2025Q4: 14,791 shares; 2026Q1: 11,041 shares 11,041 $857K 0.29% -3,750 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,005 shares; 2025Q1: 3,826 shares; 2025Q2: 3,928 shares; 2025Q3: 3,754 shares; 2025Q4: 6,184 shares; 2026Q1: 4,360 shares 4,360 $841K 0.28% -1,824 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,253 shares; 2025Q1: 2,751 shares; 2025Q2: 2,762 shares; 2025Q3: 2,768 shares; 2025Q4: 2,865 shares; 2026Q1: 2,780 shares 2,780 $826K 0.28% -85 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 542 shares; 2025Q1: 563 shares; 2025Q2: 594 shares; 2025Q3: 615 shares; 2025Q4: 1,202 shares; 2026Q1: 802 shares 802 $799K 0.27% -400 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,352 shares; 2025Q1: 2,263 shares; 2025Q2: 2,354 shares; 2025Q3: 2,487 shares; 2025Q4: 3,772 shares; 2026Q1: 2,412 shares 2,412 $793K 0.27% -1,360 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,798 shares; 2024Q4: 1,960 shares; 2025Q1: 1,402 shares; 2025Q2: 3,156 shares; 2025Q3: 3,161 shares; 2025Q4: 3,163 shares; 2026Q1: 3,166 shares 3,166 $785K 0.26% +3 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,654 shares; 2025Q1: 3,658 shares; 2025Q2: 3,624 shares; 2025Q3: 3,707 shares; 2025Q4: 7,650 shares; 2026Q1: 4,847 shares 4,847 $774K 0.26% -2,803 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,561 shares; 2025Q3: 2,954 shares; 2025Q4: 7,007 shares; 2026Q1: 3,582 shares 3,582 $766K 0.26% -3,425 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,849 shares; 2024Q4: 11,586 shares; 2025Q1: 9,581 shares; 2025Q2: 8,224 shares; 2025Q3: 8,224 shares; 2025Q4: 13,859 shares; 2026Q1: 8,588 shares 8,588 $762K 0.26% -5,271 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 3,664 shares; 2026Q1: 2,214 shares 2,214 $748K 0.25% -1,450 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 393 shares; 2025Q1: 423 shares; 2025Q2: 435 shares; 2025Q3: 443 shares; 2025Q4: 799 shares; 2026Q1: 506 shares 506 $745K 0.25% -293 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,789 shares 2,789 $727K 0.24% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,193 shares; 2024Q4: 8,708 shares; 2025Q1: 9,007 shares; 2025Q2: 5,258 shares; 2025Q3: 5,119 shares; 2025Q4: 6,761 shares; 2026Q1: 6,206 shares 6,206 $702K 0.24% -555 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 10,143 shares; 2025Q4: 10,806 shares; 2026Q1: 18,217 shares 18,217 $700K 0.24% +7,411 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,709 shares; 2025Q1: 3,138 shares; 2025Q2: 1,980 shares; 2025Q3: 2,021 shares; 2025Q4: 3,560 shares; 2026Q1: 3,273 shares 3,273 $691K 0.23% -287 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,693 shares; 2025Q1: 4,285 shares; 2025Q2: 4,405 shares; 2025Q3: 4,359 shares; 2025Q4: 7,640 shares; 2026Q1: 5,242 shares 5,242 $686K 0.23% -2,398 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,926 shares; 2026Q1: 4,448 shares 4,448 $668K 0.23% -478 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 7,490 shares; 2025Q1: 8,264 shares; 2025Q2: 9,134 shares; 2025Q3: 6,600 shares; 2025Q4: 21,307 shares; 2026Q1: 23,045 shares 23,045 $662K 0.22% +1,738 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,358 shares; 2025Q1: 3,381 shares; 2025Q2: 3,624 shares; 2025Q3: 3,805 shares; 2025Q4: 5,795 shares; 2026Q1: 4,456 shares 4,456 $656K 0.22% -1,339 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 5,438 shares; 2025Q1: 5,652 shares; 2025Q2: 6,433 shares; 2025Q3: 5,499 shares; 2025Q4: 9,557 shares; 2026Q1: 12,961 shares 12,961 $651K 0.22% +3,404 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 5,155 shares; 2025Q1: 4,450 shares; 2025Q2: 3,913 shares; 2025Q3: 4,476 shares; 2025Q4: 10,395 shares; 2026Q1: 6,785 shares 6,785 $632K 0.21% -3,610 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,865 shares 1,865 $622K 0.21% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,900 shares; 2025Q1: 1,951 shares; 2025Q2: 1,664 shares; 2025Q3: 1,863 shares; 2025Q4: 3,777 shares; 2026Q1: 2,296 shares 2,296 $621K 0.21% -1,481 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,864 shares; 2025Q1: 1,885 shares; 2025Q2: 1,723 shares; 2025Q3: 1,695 shares; 2025Q4: 4,089 shares; 2026Q1: 3,168 shares 3,168 $615K 0.21% -921 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 827 shares; 2025Q1: 840 shares; 2025Q2: 730 shares; 2025Q3: 892 shares; 2025Q4: 2,058 shares; 2026Q1: 1,250 shares 1,250 $615K 0.21% -808 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,711 shares; 2025Q1: 1,838 shares; 2025Q2: 1,561 shares; 2025Q3: 1,520 shares; 2025Q4: 3,021 shares; 2026Q1: 2,526 shares 2,526 $612K 0.21% -495 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 3,034 shares; 2025Q1: 3,002 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 4,861 shares; 2026Q1: 2,864 shares 2,864 $612K 0.21% -1,997 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 11,084 shares; 2025Q1: 10,710 shares; 2025Q2: 12,485 shares; 2025Q3: 12,299 shares; 2025Q4: 11,309 shares; 2026Q1: 11,309 shares 11,309 $611K 0.21% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,249 shares; 2025Q1: 5,598 shares; 2025Q2: 5,945 shares; 2025Q3: 6,689 shares; 2025Q4: 12,722 shares; 2026Q1: 7,648 shares 7,648 $609K 0.21% -5,074 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares 2,495 $590K 0.2% 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; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 1,618 shares; 2025Q2: 2,978 shares; 2025Q3: 3,641 shares; 2025Q4: 2,991 shares; 2026Q1: 2,999 shares 2,999 $588K 0.2% +8 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,144 shares; 2024Q4: 10,831 shares; 2025Q1: 9,878 shares; 2025Q2: 10,898 shares; 2025Q3: 11,279 shares; 2025Q4: 23,291 shares; 2026Q1: 11,939 shares 11,939 $582K 0.2% -11,352 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,864 shares; 2025Q1: 4,347 shares; 2025Q2: 3,994 shares; 2025Q3: 4,709 shares; 2025Q4: 11,336 shares; 2026Q1: 6,995 shares 6,995 $577K 0.19% -4,341 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,461 shares; 2025Q1: 1,309 shares; 2025Q2: 1,209 shares; 2025Q3: 1,119 shares; 2025Q4: 2,023 shares; 2026Q1: 1,787 shares 1,787 $569K 0.19% -236 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 764 shares; 2026Q1: 2,366 shares 2,366 $566K 0.19% +1,602 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 3,173 shares; 2025Q3: 3,709 shares; 2025Q4: 6,917 shares; 2026Q1: 3,861 shares 3,861 $565K 0.19% -3,056 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,620 shares; 2024Q4: 17,580 shares; 2025Q1: 16,090 shares; 2025Q2: 15,110 shares; 2025Q3: 14,728 shares; 2025Q4: 13,974 shares; 2026Q1: 13,258 shares 13,258 $564K 0.19% -716 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 4,114 shares; 2025Q1: 3,847 shares; 2025Q2: 4,013 shares; 2025Q3: 4,289 shares; 2025Q4: 7,437 shares; 2026Q1: 6,022 shares 6,022 $559K 0.19% -1,415 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,186 shares; 2025Q1: 2,714 shares; 2025Q2: 2,546 shares; 2025Q3: 2,816 shares; 2025Q4: 4,708 shares; 2026Q1: 3,571 shares 3,571 $555K 0.19% -1,137 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,517 shares; 2025Q1: 1,682 shares; 2025Q2: 1,721 shares; 2025Q3: 1,630 shares; 2025Q4: 2,844 shares; 2026Q1: 1,780 shares 1,780 $553K 0.19% -1,064 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,955 shares; 2024Q4: 11,634 shares; 2025Q1: 10,670 shares; 2025Q2: 7,758 shares; 2025Q3: 7,758 shares; 2025Q4: 7,168 shares; 2026Q1: 6,948 shares 6,948 $547K 0.18% -220 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,949 shares; 2025Q1: 1,952 shares; 2025Q2: 1,976 shares; 2025Q3: 2,103 shares; 2025Q4: 4,516 shares; 2026Q1: 2,890 shares 2,890 $539K 0.18% -1,626 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares 2,723 $537K 0.18% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 11,964 shares; 2025Q1: 11,964 shares; 2025Q2: 11,964 shares; 2025Q3: 11,964 shares; 2025Q4: 11,626 shares; 2026Q1: 11,626 shares 11,626 $536K 0.18% 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; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,340 shares; 2025Q1: 2,098 shares; 2025Q2: 2,020 shares; 2025Q3: 2,340 shares; 2025Q4: 5,629 shares; 2026Q1: 3,496 shares 3,496 $534K 0.18% -2,133 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 13,548 shares; 2025Q1: 13,548 shares; 2025Q2: 13,548 shares; 2025Q3: 13,548 shares; 2025Q4: 13,223 shares; 2026Q1: 13,223 shares 13,223 $530K 0.18% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 10,040 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,040 shares; 2026Q1: 10,040 shares 10,040 $530K 0.18% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 562 shares; 2025Q4: 996 shares; 2026Q1: 604 shares 604 $528K 0.18% -392 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,278 shares; 2025Q1: 3,525 shares; 2025Q2: 3,684 shares; 2025Q3: 3,493 shares; 2025Q4: 5,946 shares; 2026Q1: 5,330 shares 5,330 $514K 0.17% -616 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,670 shares; 2026Q1: 1,503 shares 1,503 $514K 0.17% -167 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,761 shares; 2025Q1: 5,627 shares; 2025Q2: 5,633 shares; 2025Q3: 5,601 shares; 2025Q4: 5,149 shares; 2026Q1: 5,157 shares 5,157 $478K 0.16% +8 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,776 shares; 2026Q1: 3,472 shares 3,472 $472K 0.16% -304 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,714 shares; 2025Q1: 1,478 shares; 2025Q2: 1,331 shares; 2025Q3: 1,571 shares; 2025Q4: 4,324 shares; 2026Q1: 2,751 shares 2,751 $471K 0.16% -1,573 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 746 shares; 2025Q1: 907 shares; 2025Q2: 866 shares; 2025Q3: 881 shares; 2025Q4: 1,138 shares; 2026Q1: 851 shares 851 $467K 0.16% -287 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 910 shares; 2025Q1: 854 shares; 2025Q2: 747 shares; 2025Q3: 664 shares; 2025Q4: 1,124 shares; 2026Q1: 768 shares 768 $464K 0.16% -356 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,450 shares; 2026Q1: 3,395 shares 3,395 $451K 0.15% -1,055 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 564 shares; 2025Q1: 609 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 1,329 shares; 2026Q1: 1,050 shares 1,050 $447K 0.15% -279 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,178 shares; 2026Q1: 13,286 shares 13,286 $445K 0.15% +5,108 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,575 shares; 2025Q1: 2,297 shares; 2025Q2: 4,086 shares; 2025Q3: 4,140 shares; 2025Q4: 6,166 shares; 2026Q1: 4,609 shares 4,609 $444K 0.15% -1,557 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 1,334 shares; 2025Q1: 1,330 shares; 2025Q2: 1,372 shares; 2025Q3: 1,036 shares; 2025Q4: 1,232 shares; 2026Q1: 934 shares 934 $442K 0.15% -298 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,516 shares; 2025Q1: 4,105 shares; 2025Q2: 4,032 shares; 2025Q3: 3,836 shares; 2025Q4: 7,185 shares; 2026Q1: 3,489 shares 3,489 $442K 0.15% -3,696 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,477 shares; 2026Q1: 8,328 shares 8,328 $437K 0.15% -149 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,048 shares; 2026Q1: 15,552 shares 15,552 $437K 0.15% +2,504 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 1,495 shares; 2025Q1: 1,477 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 1,703 shares; 2026Q1: 1,012 shares 1,012 $432K 0.15% -691 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,738 shares; 2024Q4: 21,748 shares; 2025Q1: 20,085 shares; 2025Q2: 9,438 shares; 2025Q3: 8,107 shares; 2025Q4: 9,085 shares; 2026Q1: 9,285 shares 9,285 $429K 0.14% +200 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,678 shares; 2026Q1: 6,921 shares 6,921 $428K 0.14% +1,243 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,036 shares; 2025Q1: 1,076 shares; 2025Q2: 1,089 shares; 2025Q3: 1,091 shares; 2025Q4: 2,106 shares; 2026Q1: 1,190 shares 1,190 $419K 0.14% -916 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $417K 0.14% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $417K 0.14% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 568 shares; 2025Q1: 547 shares; 2025Q2: 652 shares; 2025Q3: 614 shares; 2025Q4: 1,505 shares; 2026Q1: 900 shares 900 $415K 0.14% -605 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,578 shares; 2025Q2: 3,850 shares; 2025Q3: 3,909 shares; 2025Q4: 6,152 shares; 2026Q1: 5,669 shares 5,669 $413K 0.14% -483 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 977 shares; 2025Q1: 897 shares; 2025Q2: 943 shares; 2025Q3: 969 shares; 2025Q4: 2,130 shares; 2026Q1: 1,363 shares 1,363 $412K 0.14% -767 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 3,044 shares; 2025Q1: 3,569 shares; 2025Q2: 2,700 shares; 2025Q3: 3,019 shares; 2025Q4: 2,979 shares; 2026Q1: 2,948 shares 2,948 $408K 0.14% -31 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 826 shares; 2025Q1: 783 shares; 2025Q2: 840 shares; 2025Q3: 878 shares; 2025Q4: 1,085 shares; 2026Q1: 819 shares 819 $406K 0.14% -266 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,045 shares; 2024Q4: 22,804 shares; 2025Q1: 20,430 shares; 2025Q2: 19,205 shares; 2025Q3: 22,343 shares; 2025Q4: 54,875 shares; 2026Q1: 35,837 shares 35,837 $404K 0.14% -19,038 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 2,139 shares; 2025Q2: 2,159 shares; 2025Q3: 317 shares; 2025Q4: 509 shares; 2026Q1: 417 shares 417 $401K 0.14% -92 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,404 shares; 2026Q1: 14,824 shares 14,824 $399K 0.13% -580 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,041 shares 4,041 $398K 0.13% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,258 shares; 2025Q2: 3,272 shares; 2025Q3: 3,287 shares; 2025Q4: 3,302 shares; 2026Q1: 3,308 shares 3,308 $392K 0.13% +6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,474 shares; 2025Q1: 10,425 shares; 2025Q2: 11,947 shares; 2025Q3: 12,194 shares; 2025Q4: 19,231 shares; 2026Q1: 13,388 shares 13,388 $388K 0.13% -5,843 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 9,765 shares; 2025Q1: 9,133 shares; 2025Q2: 6,403 shares; 2025Q3: 7,374 shares; 2025Q4: 8,203 shares; 2026Q1: 6,634 shares 6,634 $386K 0.13% -1,569 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 437 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 664 shares; 2025Q4: 556 shares; 2026Q1: 667 shares 667 $385K 0.13% +111 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,301 shares; 2025Q3: 2,486 shares; 2025Q4: 5,131 shares; 2026Q1: 4,090 shares 4,090 $384K 0.13% -1,041 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,184 shares; 2026Q1: 1,929 shares 1,929 $381K 0.13% -255 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,701 shares; 2025Q1: 1,657 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,138 shares; 2026Q1: 885 shares 885 $381K 0.13% -253 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 490 shares; 2025Q4: 889 shares; 2026Q1: 871 shares 871 $380K 0.13% -18 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 1,973 shares; 2025Q4: 3,966 shares; 2026Q1: 2,715 shares 2,715 $378K 0.13% -1,251 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,236 shares; 2025Q2: 28,824 shares; 2025Q3: 29,179 shares; 2025Q4: 29,397 shares; 2026Q1: 29,018 shares 29,018 $378K 0.13% -379 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,425 shares 4,425 $377K 0.13% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 6,554 shares 6,554 $377K 0.13% -3,624 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 4,980 shares; 2025Q1: 11,949 shares; 2025Q2: 11,949 shares; 2025Q3: 11,949 shares; 2025Q4: 14,839 shares; 2026Q1: 14,839 shares 14,839 $372K 0.13% 0 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,020 shares; 2025Q2: 10,014 shares; 2025Q3: 10,073 shares; 2025Q4: 6,606 shares; 2026Q1: 6,543 shares 6,543 $370K 0.12% -63 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,237 shares; 2026Q1: 1,241 shares 1,241 $357K 0.12% +4 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 13,440 shares; 2025Q1: 12,694 shares; 2025Q2: 10,698 shares; 2025Q3: 12,292 shares; 2025Q4: 28,679 shares; 2026Q1: 17,981 shares 17,981 $355K 0.12% -10,698 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,016 shares; 2025Q1: 991 shares; 2025Q2: 1,154 shares; 2025Q3: 1,119 shares; 2025Q4: 2,113 shares; 2026Q1: 1,569 shares 1,569 $355K 0.12% -544 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,329 shares; 2025Q1: 1,452 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 1,641 shares; 2026Q1: 1,642 shares 1,642 $353K 0.12% +1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,500 shares; 2025Q1: 1,391 shares; 2025Q2: 1,372 shares; 2025Q3: 1,244 shares; 2025Q4: 2,103 shares; 2026Q1: 1,490 shares 1,490 $352K 0.12% -613 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,087 shares; 2025Q1: 3,083 shares; 2025Q2: 2,992 shares; 2025Q3: 2,796 shares; 2025Q4: 4,488 shares; 2026Q1: 3,900 shares 3,900 $349K 0.12% -588 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,973 shares; 2024Q4: 115,973 shares; 2025Q1: 115,973 shares; 2025Q2: 115,973 shares; 2025Q3: 145,973 shares; 2025Q4: 18,005 shares; 2026Q1: 18,040 shares 18,040 $348K 0.12% +35 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 893 shares; 2025Q1: 751 shares; 2025Q2: 804 shares; 2025Q3: 822 shares; 2025Q4: 1,566 shares; 2026Q1: 971 shares 971 $347K 0.12% -595 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 588 shares; 2025Q1: 582 shares; 2025Q2: 551 shares; 2025Q3: 582 shares; 2025Q4: 1,106 shares; 2026Q1: 1,405 shares 1,405 $342K 0.12% +299 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 2,881 shares; 2026Q1: 1,647 shares 1,647 $340K 0.11% -1,234 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,411 shares; 2025Q4: 13,054 shares; 2026Q1: 7,616 shares 7,616 $336K 0.11% -5,438 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 1,006 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 1,275 shares; 2026Q1: 1,279 shares 1,279 $335K 0.11% +4 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares 3,868 $333K 0.11% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,034 shares; 2025Q1: 1,342 shares; 2025Q2: 1,384 shares; 2025Q3: 1,389 shares; 2025Q4: 2,253 shares; 2026Q1: 1,658 shares 1,658 $329K 0.11% -595 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,288 shares; 2025Q2: 2,385 shares; 2025Q3: 2,491 shares; 2025Q4: 3,509 shares; 2026Q1: 3,660 shares 3,660 $324K 0.11% +151 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: not reported; 2025Q3: 2,133 shares; 2025Q4: 3,036 shares; 2026Q1: 2,431 shares 2,431 $321K 0.11% -605 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,234 shares; 2024Q4: 10,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,015 shares; 2025Q4: 23,140 shares; 2026Q1: 14,786 shares 14,786 $320K 0.11% -8,354 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 3,891 shares; 2025Q1: 3,056 shares; 2025Q2: 3,414 shares; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 5,488 shares 5,488 $318K 0.11% +1,264 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,443 shares; 2026Q1: 2,149 shares 2,149 $315K 0.11% -294 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 449 shares; 2026Q1: 351 shares 351 $314K 0.11% -98 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 998 shares; 2026Q1: 909 shares 909 $312K 0.11% -89 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,631 shares; 2024Q4: 16,703 shares; 2025Q1: 16,703 shares; 2025Q2: 16,580 shares; 2025Q3: 16,596 shares; 2025Q4: 4,998 shares; 2026Q1: 4,881 shares 4,881 $308K 0.1% -117 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,069 shares; 2025Q1: 5,826 shares; 2025Q2: 5,887 shares; 2025Q3: 4,649 shares; 2025Q4: 4,583 shares; 2026Q1: 4,143 shares 4,143 $308K 0.1% -440 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,263 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 4,086 shares; 2026Q1: 4,091 shares 4,091 $307K 0.1% +5 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,611 shares; 2025Q1: 1,431 shares; 2025Q2: 1,380 shares; 2025Q3: 1,251 shares; 2025Q4: 3,447 shares; 2026Q1: 1,545 shares 1,545 $306K 0.1% -1,902 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,403 shares; 2026Q1: 1,902 shares 1,902 $305K 0.1% +499 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 2,464 shares; 2025Q1: 2,716 shares; 2025Q2: 1,832 shares; 2025Q3: 1,856 shares; 2025Q4: 3,053 shares; 2026Q1: 2,365 shares 2,365 $305K 0.1% -688 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,554 shares; 2026Q1: 4,178 shares 4,178 $304K 0.1% -3,376 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 460 shares; 2025Q1: 438 shares; 2025Q2: 504 shares; 2025Q3: 478 shares; 2025Q4: 1,016 shares; 2026Q1: 692 shares 692 $299K 0.1% -324 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 3,942 shares 3,942 $297K 0.1% -282 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 685 shares; 2025Q1: 690 shares; 2025Q2: 686 shares; 2025Q3: 712 shares; 2025Q4: 1,233 shares; 2026Q1: 898 shares 898 $295K 0.1% -335 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,115 shares; 2026Q1: 3,715 shares 3,715 $292K 0.1% +600 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 296 shares 296 $291K 0.1% -4 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,558 shares; 2026Q1: 3,148 shares 3,148 $290K 0.1% -2,410 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 933 shares; 2025Q3: 990 shares; 2025Q4: 1,645 shares; 2026Q1: 1,183 shares 1,183 $287K 0.1% -462 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 290 shares; 2025Q1: 268 shares; 2025Q2: 349 shares; 2025Q3: 354 shares; 2025Q4: 3,443 shares; 2026Q1: 2,713 shares 2,713 $284K 0.1% -730 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,723 shares; 2026Q1: 1,502 shares 1,502 $280K 0.09% -221 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,216 shares; 2026Q1: 7,151 shares 7,151 $279K 0.09% -4,065 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,231 shares; 2025Q1: 7,270 shares; 2025Q2: 9,752 shares; 2025Q3: 22,693 shares; 2025Q4: 794 shares; 2026Q1: 494 shares 494 $278K 0.09% -300 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,198 shares; 2024Q4: 23,198 shares; 2025Q1: 23,198 shares; 2025Q2: 23,198 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,489 shares 17,489 $273K 0.09% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 51 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 118 shares; 2026Q1: 64 shares 64 $270K 0.09% -54 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 1,937 shares 1,937 $268K 0.09% +1,121 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares; 2026Q1: 2,024 shares 2,024 $268K 0.09% -612 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 2,301 shares; 2026Q1: 2,690 shares 2,690 $267K 0.09% +389 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares 3,186 $266K 0.09% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,004 shares; 2025Q1: 1,212 shares; 2025Q2: 1,231 shares; 2025Q3: 1,259 shares; 2025Q4: 1,760 shares; 2026Q1: 1,260 shares 1,260 $258K 0.09% -500 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 1,945 shares 1,945 $255K 0.09% -109 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,014 shares; 2025Q1: 1,049 shares; 2025Q2: 1,025 shares; 2025Q3: 1,073 shares; 2025Q4: 2,220 shares; 2026Q1: 1,197 shares 1,197 $251K 0.08% -1,023 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares; 2026Q1: 2,213 shares 2,213 $251K 0.08% -1,768 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 819 shares 819 $249K 0.08% -737 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,106 shares; 2026Q1: 911 shares 911 $243K 0.08% -195 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,743 shares; 2026Q1: 1,270 shares 1,270 $241K 0.08% -473 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,381 shares; 2026Q1: 4,125 shares 4,125 $241K 0.08% -2,256 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,902 shares; 2025Q1: 4,004 shares; 2025Q2: 3,963 shares; 2025Q3: 3,804 shares; 2025Q4: 7,418 shares; 2026Q1: 3,720 shares 3,720 $238K 0.08% -3,698 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 532 shares 532 $238K 0.08% -293 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares 3,642 $237K 0.08% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,006 shares; 2026Q1: 9,009 shares 9,009 $235K 0.08% -4,997 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,098 shares; 2026Q1: 1,169 shares 1,169 $233K 0.08% -929 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 778 shares; 2025Q1: 808 shares; 2025Q2: 859 shares; 2025Q3: 764 shares; 2025Q4: 1,276 shares; 2026Q1: 708 shares 708 $231K 0.08% -568 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,187 shares; 2026Q1: 1,106 shares 1,106 $230K 0.08% -81 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares; 2026Q1: 1,627 shares 1,627 $230K 0.08% -462 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,042 shares 10,042 $226K 0.08% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $225K 0.08% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $225K 0.08% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 653 shares 653 $225K 0.08% -38 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares; 2026Q1: 4,791 shares 4,791 $225K 0.08% -2,437 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares 1,241 $224K 0.08% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,287 shares; 2026Q1: 2,046 shares 2,046 $221K 0.07% -1,241 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,570 shares; 2025Q1: 4,589 shares; 2025Q2: 4,606 shares; 2025Q3: 4,623 shares; 2025Q4: 4,639 shares; 2026Q1: 4,655 shares 4,655 $221K 0.07% +16 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares; 2026Q1: 3,081 shares 3,081 $221K 0.07% +149 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,632 shares; 2026Q1: 3,702 shares 3,702 $218K 0.07% -930 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 1,190 shares 1,190 $217K 0.07% -439 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,620 shares; 2026Q1: 1,334 shares 1,334 $216K 0.07% -286 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 4,370 shares; 2026Q1: 2,329 shares 2,329 $215K 0.07% -2,041 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 1,679 shares 1,679 $211K 0.07% +107 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,501 shares; 2024Q4: 18,327 shares; 2025Q1: 16,499 shares; 2025Q2: 13,959 shares; 2025Q3: 16,938 shares; 2025Q4: 42,485 shares; 2026Q1: 26,255 shares 26,255 $208K 0.07% -16,230 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,443 shares; 2025Q4: 2,855 shares; 2026Q1: 1,678 shares 1,678 $206K 0.07% -1,177 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 699 shares 699 $204K 0.07% -331 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,384 shares; 2024Q4: 8,384 shares; 2025Q1: 8,384 shares; 2025Q2: 8,384 shares; 2025Q3: 8,384 shares; 2025Q4: not reported; 2026Q1: 5,384 shares 5,384 $204K 0.07% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 566 shares 566 $203K 0.07% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 3,871 shares; 2026Q1: 2,321 shares 2,321 $203K 0.07% -1,550 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares; 2026Q1: 2,409 shares 2,409 $202K 0.07% -991 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,770 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390 $200K 0.07% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares; 2025Q4: 1,953 shares; 2026Q1: 1,960 shares 1,960 $196K 0.07% +7 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,141 shares; 2025Q4: 33,479 shares; 2026Q1: 18,954 shares 18,954 $190K 0.06% -14,525 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,086 shares; 2025Q3: 4,691 shares; 2025Q4: 4,996 shares; 2026Q1: 5,235 shares 5,235 $172K 0.06% +239 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 850 shares; 2025Q2: 818 shares; 2025Q3: 803 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $168K 0.06% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 4,410 shares; 2025Q3: 4,105 shares; 2025Q4: 4,445 shares; 2026Q1: 4,593 shares 4,593 $166K 0.06% +148 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 330 shares; 2025Q1: 1,500 shares; 2025Q2: 1,245 shares; 2025Q3: 1,431 shares; 2025Q4: 1,549 shares; 2026Q1: 1,630 shares 1,630 $164K 0.06% +81 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 4,374 shares; 2025Q1: 2,200 shares; 2025Q2: 1,479 shares; 2025Q3: 406 shares; 2025Q4: 139 shares; 2026Q1: 1,456 shares 1,456 $162K 0.05% +1,317 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 962 shares; 2025Q1: 967 shares; 2025Q2: 976 shares; 2025Q3: 984 shares; 2025Q4: 32,418 shares; 2026Q1: 6,392 shares 6,392 $146K 0.05% -26,026 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,925 shares; 2025Q1: 1,844 shares; 2025Q2: 1,365 shares; 2025Q3: 764 shares; 2025Q4: 874 shares; 2026Q1: 764 shares 764 $139K 0.05% -110 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $136K 0.05% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,210 shares; 2025Q2: 860 shares; 2025Q3: 836 shares; 2025Q4: 791 shares; 2026Q1: 734 shares 734 $135K 0.05% -57 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,134 shares; 2025Q1: 2,342 shares; 2025Q2: 1,148 shares; 2025Q3: 1,187 shares; 2025Q4: 1,369 shares; 2026Q1: 1,385 shares 1,385 $131K 0.04% +16 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,883 shares; 2025Q1: 15,916 shares; 2025Q2: 17,051 shares; 2025Q3: 20,447 shares; 2025Q4: 45,384 shares; 2026Q1: 25,572 shares 25,572 $129K 0.04% -19,812 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 564 shares; 2025Q1: 566 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 537 shares; 2026Q1: 533 shares 533 $128K 0.04% -4 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 3,090 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares 3,883 $128K 0.04% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 4,129 shares; 2026Q1: 3,205 shares 3,205 $127K 0.04% -924 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,068 shares 3,068 $126K 0.04% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,674 shares; 2024Q4: 6,160 shares; 2025Q1: 3,565 shares; 2025Q2: 2,389 shares; 2025Q3: 2,394 shares; 2025Q4: 2,453 shares; 2026Q1: 1,253 shares 1,253 $118K 0.04% -1,200 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,938 shares; 2025Q1: 4,507 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,991 shares 4,991 $116K 0.04% +938 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,366 shares; 2024Q4: 19,366 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,566 shares; 2026Q1: 5,317 shares 5,317 $114K 0.04% -249 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,946 shares; 2026Q1: 1,666 shares 1,666 $113K 0.04% -280 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 195 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 700 shares; 2026Q1: 737 shares 737 $107K 0.04% +37 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares 3,191 $104K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,834 shares; 2024Q4: 1,271 shares; 2025Q1: 1,451 shares; 2025Q2: 1,471 shares; 2025Q3: 1,473 shares; 2025Q4: 3,802 shares; 2026Q1: 1,050 shares 1,050 $102K 0.03% -2,752 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $102K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 305 shares; 2026Q1: 395 shares 395 $98.3K 0.03% +90 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,996 shares; 2026Q1: 12,126 shares 12,126 $97.5K 0.03% -2,870 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,695 shares; 2025Q4: 1,733 shares; 2026Q1: 1,778 shares 1,778 $89K 0.03% +45 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,563 shares; 2026Q1: 10,896 shares 10,896 $86K 0.03% -6,667 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,125 shares; 2025Q1: 42 shares; 2025Q2: 61 shares; 2025Q3: 101 shares; 2025Q4: 805 shares; 2026Q1: 808 shares 808 $85.8K 0.03% +3 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $81.9K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $79.7K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $79.7K 0.03% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares 963 $73.5K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 1,611 shares; 2026Q1: 766 shares 766 $47.2K 0.02% -845 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $45.1K 0.02% 0 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,322 shares 1,322 $42.5K 0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 535 shares 535 $36.6K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares 790 $35.8K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $35.3K 0.01% 0 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 350 shares; 2026Q1: 175 shares 175 $34K 0.01% -175 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $31.9K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 250 shares; 2026Q1: 180 shares 180 $31.7K 0.01% -70 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,975 shares; 2026Q1: 1,167 shares 1,167 $31.2K 0.01% -808 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $25.6K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares 978 $25.1K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 377 shares; 2025Q4: 402 shares; 2026Q1: 111 shares 111 $24.3K 0.01% -291 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $21.7K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $21.6K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $20.6K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $19K 0.01% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 500 shares; 2026Q1: 250 shares 250 $19K 0.01% -250 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 169 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 123 shares; 2026Q1: 148 shares 148 $19K 0.01% +25 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $17.9K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 1,342 shares; 2025Q3: 1,346 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $17.5K 0.01% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $13K <0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $10.1K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $7.79K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 97 shares 97 $7.73K <0.01% +76 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 50,123 shares; 2025Q2: 50,123 shares; 2025Q3: 50,123 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $6.62K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $3.79K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $3.51K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.14K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $2.66K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,737 shares; 2026Q1: 37 shares 37 $1.96K <0.01% -13,700 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,467 shares; 2026Q1: 23 shares 23 $1.87K <0.01% -8,444 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.81K <0.01% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.29K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 457 shares; 2025Q2: 424 shares; 2025Q3: 755 shares; 2025Q4: 1,035 shares; 2026Q1: 4 shares 4 $1.27K <0.01% -1,031 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.1K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $1.09K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $828 <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $474 <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,289 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $260 <0.01% 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; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $165 <0.01% 0 Timeline