VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,318 shares; 2025Q1: 38,616 shares; 2025Q2: 42,277 shares; 2025Q3: 42,480 shares; 2025Q4: 42,604 shares; 2026Q1: 42,177 shares 42,177 $18.4M 9.08% -427 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: restricted; 2024Q4: 62,732 shares; 2025Q1: 58,432 shares; 2025Q2: 58,718 shares; 2025Q3: 63,079 shares; 2025Q4: 62,074 shares; 2026Q1: 60,927 shares 60,927 $15.5M 7.62% -1,147 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,164 shares; 2025Q1: 45,902 shares; 2025Q2: 48,170 shares; 2025Q3: 48,735 shares; 2025Q4: 48,411 shares; 2026Q1: 42,863 shares 42,863 $13.8M 6.78% -5,548 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: restricted; 2024Q4: 16,376 shares; 2025Q1: 16,266 shares; 2025Q2: 16,703 shares; 2025Q3: 16,523 shares; 2025Q4: 16,841 shares; 2026Q1: 14,749 shares 14,749 $10.3M 5.07% -2,092 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,350 shares; 2025Q1: 164,029 shares; 2025Q2: 175,150 shares; 2025Q3: 180,693 shares; 2025Q4: 190,401 shares; 2026Q1: 209,288 shares 209,288 $8.9M 4.39% +18,887 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,701 shares; 2025Q1: 45,946 shares; 2025Q2: 44,559 shares; 2025Q3: 44,079 shares; 2025Q4: 45,729 shares; 2026Q1: 42,809 shares 42,809 $8.4M 4.14% -2,920 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,029 shares; 2025Q1: 41,855 shares; 2025Q2: 43,000 shares; 2025Q3: 45,163 shares; 2025Q4: 46,402 shares; 2026Q1: 44,753 shares 44,753 $7.8M 3.85% -1,649 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,973 shares; 2025Q1: 114,494 shares; 2025Q2: 131,219 shares; 2025Q3: 133,459 shares; 2025Q4: 143,158 shares; 2026Q1: 161,380 shares 161,380 $6.49M 3.2% +18,222 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: restricted; 2024Q4: 26,562 shares; 2025Q1: 26,664 shares; 2025Q2: 27,120 shares; 2025Q3: 27,326 shares; 2025Q4: 27,369 shares; 2026Q1: 26,456 shares 26,456 $5.51M 2.72% -913 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,672 shares; 2025Q1: 37,537 shares; 2025Q2: 41,832 shares; 2025Q3: 47,088 shares; 2025Q4: 45,625 shares; 2026Q1: 46,847 shares 46,847 $4.23M 2.09% +1,222 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,473 shares; 2025Q1: 88,447 shares; 2025Q2: 127,201 shares; 2025Q3: 133,611 shares; 2025Q4: 118,579 shares; 2026Q1: 119,021 shares 119,021 $3.51M 1.73% +442 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,078 shares; 2025Q1: 10,766 shares; 2025Q2: 11,461 shares; 2025Q3: 11,389 shares; 2025Q4: 11,639 shares; 2026Q1: 11,198 shares 11,198 $3.47M 1.71% -441 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: restricted; 2024Q4: 1,118 shares; 2025Q1: 20,114 shares; 2025Q2: 78,996 shares; 2025Q3: 92,418 shares; 2025Q4: 122,625 shares; 2026Q1: 112,826 shares 112,826 $3.46M 1.71% -9,799 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,981 shares; 2025Q1: 10,710 shares; 2025Q2: 11,325 shares; 2025Q3: 11,310 shares; 2025Q4: 11,261 shares; 2026Q1: 11,251 shares 11,251 $3.24M 1.59% -10 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,658 shares; 2025Q1: 7,492 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares; 2025Q4: 7,704 shares; 2026Q1: 8,537 shares 8,537 $3.16M 1.56% +833 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,188 shares 20,188 $2.93M 1.44% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,238 shares; 2025Q1: 19,106 shares; 2025Q2: 19,106 shares; 2025Q3: 40,238 shares; 2025Q4: 40,238 shares; 2026Q1: 40,238 shares 40,238 $2.89M 1.42% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,413 shares; 2025Q1: 17,044 shares; 2025Q2: 16,734 shares; 2025Q3: 16,734 shares; 2025Q4: 26,799 shares; 2026Q1: 39,097 shares 39,097 $2.78M 1.37% +12,298 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 697 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 35,987 shares; 2026Q1: 70,412 shares 70,412 $2.74M 1.35% +34,425 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,245 shares; 2025Q1: 68,244 shares; 2025Q2: 68,256 shares; 2025Q3: 68,267 shares; 2025Q4: 68,288 shares; 2026Q1: 68,288 shares 68,288 $2.62M 1.29% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,867 shares; 2025Q1: 4,704 shares; 2025Q2: 4,703 shares; 2025Q3: 4,759 shares; 2025Q4: 4,685 shares; 2026Q1: 3,933 shares 3,933 $2.56M 1.26% -752 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,369 shares; 2025Q1: 3,572 shares; 2025Q2: 2,504 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,377 shares 2,377 $2.19M 1.08% -21 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,085 shares; 2025Q1: 51,985 shares; 2025Q2: 49,437 shares; 2025Q3: 49,092 shares; 2025Q4: 49,092 shares; 2026Q1: 49,092 shares 49,092 $1.91M 0.94% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,271 shares; 2025Q1: 13,271 shares; 2025Q2: 13,221 shares; 2025Q3: 13,221 shares; 2025Q4: 24,495 shares; 2026Q1: 29,712 shares 29,712 $1.86M 0.91% +5,217 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,719 shares; 2025Q1: 1,754 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,810 shares 1,810 $1.8M 0.89% +50 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,577 shares; 2025Q1: 5,387 shares; 2025Q2: 5,987 shares; 2025Q3: 5,972 shares; 2025Q4: 5,874 shares; 2026Q1: 6,057 shares 6,057 $1.78M 0.88% +183 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: restricted; 2024Q4: 3,825 shares; 2025Q1: 3,919 shares; 2025Q2: 4,427 shares; 2025Q3: 4,432 shares; 2025Q4: 4,839 shares; 2026Q1: 5,632 shares 5,632 $1.7M 0.84% +793 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,080 shares; 2025Q1: 24,174 shares; 2025Q2: 27,452 shares; 2025Q3: 28,305 shares; 2025Q4: 13,668 shares; 2026Q1: 13,186 shares 13,186 $1.64M 0.81% -482 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,165 shares; 2025Q1: 6,165 shares; 2025Q2: 7,230 shares; 2025Q3: 7,087 shares; 2025Q4: 7,868 shares; 2026Q1: 9,508 shares 9,508 $1.61M 0.8% +1,640 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,476 shares; 2025Q1: 5,478 shares; 2025Q2: 5,474 shares; 2025Q3: 5,476 shares; 2025Q4: 5,393 shares; 2026Q1: 5,346 shares 5,346 $1.6M 0.79% -47 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,695 shares; 2025Q1: 34,756 shares; 2025Q2: 34,628 shares; 2025Q3: 34,696 shares; 2025Q4: 34,764 shares; 2026Q1: 34,826 shares 34,826 $1.57M 0.77% +62 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,848 shares; 2025Q1: 17,848 shares; 2025Q2: 17,903 shares; 2025Q3: 17,903 shares; 2025Q4: 17,903 shares; 2026Q1: 17,903 shares 17,903 $1.48M 0.73% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,907 shares; 2025Q1: 7,913 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares; 2025Q4: 7,958 shares; 2026Q1: 11,838 shares 11,838 $1.47M 0.73% +3,880 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,508 shares; 2025Q1: 4,511 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,729 shares 4,729 $1.47M 0.72% +200 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 2,235 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,942 shares 1,942 $1.38M 0.68% +35 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: restricted; 2024Q4: 3,000 shares; 2025Q1: 4,740 shares; 2025Q2: 6,547 shares; 2025Q3: 6,893 shares; 2025Q4: 7,333 shares; 2026Q1: 9,014 shares 9,014 $1.32M 0.65% +1,681 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,111 shares; 2025Q1: 1,112 shares; 2025Q2: 1,480 shares; 2025Q3: 1,487 shares; 2025Q4: 1,502 shares; 2026Q1: 1,554 shares 1,554 $1.31M 0.65% +52 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,613 shares; 2025Q1: 4,910 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,490 shares 4,490 $1.29M 0.63% -200 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,348 shares; 2025Q1: 4,402 shares; 2025Q2: 4,269 shares; 2025Q3: 4,199 shares; 2025Q4: 4,054 shares; 2026Q1: 3,459 shares 3,459 $1.24M 0.61% -595 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,279 shares; 2025Q1: 2,290 shares; 2025Q2: 2,026 shares; 2025Q3: 2,027 shares; 2025Q4: 2,025 shares; 2026Q1: 2,057 shares 2,057 $1.23M 0.61% +32 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: restricted; 2024Q4: 8,013 shares; 2025Q1: 7,364 shares; 2025Q2: 7,384 shares; 2025Q3: 7,410 shares; 2025Q4: 7,431 shares; 2026Q1: 7,478 shares 7,478 $1.21M 0.6% +47 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,933 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,139 shares; 2026Q1: 2,089 shares 2,089 $1.2M 0.59% -50 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: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 2,322 shares 2,322 $1.11M 0.55% +547 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,740 shares; 2025Q1: 4,065 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,160 shares; 2026Q1: 4,580 shares 4,580 $1.11M 0.55% +420 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,421 shares; 2025Q1: 10,421 shares; 2025Q2: 10,480 shares; 2025Q3: 10,391 shares; 2025Q4: 10,391 shares; 2026Q1: 14,563 shares 14,563 $1.11M 0.55% +4,172 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 1,613 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 1,512 shares 1,512 $1.1M 0.54% -76 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: restricted; 2024Q4: 56,123 shares; 2025Q1: 56,123 shares; 2025Q2: 57,686 shares; 2025Q3: 57,686 shares; 2025Q4: 56,246 shares; 2026Q1: 56,246 shares 56,246 $1.09M 0.54% 0 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: restricted; 2024Q4: 24,242 shares; 2025Q1: 28,792 shares; 2025Q2: 33,634 shares; 2025Q3: 33,552 shares; 2025Q4: 33,552 shares; 2026Q1: 27,442 shares 27,442 $1.04M 0.51% -6,110 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,493 shares; 2025Q1: 3,479 shares; 2025Q2: 3,420 shares; 2025Q3: 3,332 shares; 2025Q4: 3,957 shares; 2026Q1: 4,605 shares 4,605 $953K 0.47% +648 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,033 shares; 2025Q1: 2,965 shares; 2025Q2: 3,381 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 3,105 shares 3,105 $938K 0.46% -276 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: restricted; 2024Q4: 4,113 shares; 2025Q1: 4,112 shares; 2025Q2: 4,848 shares; 2025Q3: 4,848 shares; 2025Q4: 4,848 shares; 2026Q1: 4,848 shares 4,848 $935K 0.46% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,492 shares; 2025Q1: 4,742 shares; 2025Q2: 4,605 shares; 2025Q3: 3,398 shares; 2025Q4: 3,416 shares; 2026Q1: 3,344 shares 3,344 $911K 0.45% -72 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,228 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,349 shares 1,349 $815K 0.4% +30 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 5,570 shares 5,570 $805K 0.4% +2,577 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,597 shares; 2025Q1: 22,596 shares; 2025Q2: 22,597 shares; 2025Q3: 22,638 shares; 2025Q4: 22,689 shares; 2026Q1: 22,689 shares 22,689 $757K 0.37% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,507 shares; 2026Q1: 4,342 shares 4,342 $713K 0.35% +835 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: restricted; 2024Q4: 22,776 shares; 2025Q1: 22,225 shares; 2025Q2: 9,437 shares; 2025Q3: 8,841 shares; 2025Q4: 5,958 shares; 2026Q1: 5,241 shares 5,241 $672K 0.33% -717 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: 5,038 shares; 2026Q1: 6,686 shares 6,686 $643K 0.32% +1,648 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,670 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares; 2026Q1: 4,003 shares 4,003 $639K 0.32% +325 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,484 shares; 2025Q1: 9,484 shares; 2025Q2: 9,461 shares; 2025Q3: 8,458 shares; 2025Q4: 8,458 shares; 2026Q1: 8,187 shares 8,187 $616K 0.3% -271 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,339 shares; 2025Q1: 1,138 shares; 2025Q2: 1,339 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares 1,284 $595K 0.29% 0 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: restricted; 2024Q4: 4,132 shares; 2025Q1: 4,131 shares; 2025Q2: 4,132 shares; 2025Q3: 4,132 shares; 2025Q4: 4,132 shares; 2026Q1: 4,132 shares 4,132 $571K 0.28% 0 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: restricted; 2024Q4: 2,562 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,721 shares; 2025Q4: 2,726 shares; 2026Q1: 2,747 shares 2,747 $559K 0.28% +21 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 2,123 shares; 2025Q2: 2,133 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,621 shares 2,621 $509K 0.25% +530 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 6,835 shares; 2026Q1: 6,835 shares 6,835 $500K 0.25% 0 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: restricted; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 670 shares; 2026Q1: 1,000 shares 1,000 $496K 0.24% +330 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,576 shares; 2025Q1: 3,556 shares; 2025Q2: 1,974 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares 1,946 $476K 0.23% 0 Timeline VIS 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: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,697 shares; 2025Q2: 2,511 shares; 2025Q3: 2,516 shares; 2025Q4: 2,561 shares; 2026Q1: 1,475 shares 1,475 $460K 0.23% -1,086 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,298 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,238 shares; 2026Q1: 2,179 shares 2,179 $448K 0.22% -59 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,204 shares; 2025Q1: 6,063 shares; 2025Q2: 4,284 shares; 2025Q3: 3,745 shares; 2025Q4: 3,607 shares; 2026Q1: 3,611 shares 3,611 $434K 0.21% +4 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,565 shares; 2025Q1: 12,565 shares; 2025Q2: 12,065 shares; 2025Q3: 12,065 shares; 2025Q4: 12,065 shares; 2026Q1: 11,000 shares 11,000 $396K 0.2% -1,065 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,167 shares; 2025Q2: 1,168 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 1,181 shares 1,181 $388K 0.19% +17 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: restricted; 2024Q4: 2,569 shares; 2025Q1: 3,053 shares; 2025Q2: 2,558 shares; 2025Q3: not reported; 2025Q4: 3,088 shares; 2026Q1: 5,118 shares 5,118 $372K 0.18% +2,030 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 8,110 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 13,050 shares 13,050 $366K 0.18% +12,500 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 100 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $358K 0.18% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,641 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,624 shares; 2025Q4: 3,248 shares; 2026Q1: 3,249 shares 3,249 $354K 0.17% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,133 shares; 2025Q1: 1,642 shares; 2025Q2: 1,609 shares; 2025Q3: 1,588 shares; 2025Q4: 1,221 shares; 2026Q1: 1,211 shares 1,211 $348K 0.17% -10 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,333 shares; 2025Q4: 1,239 shares; 2026Q1: 1,294 shares 1,294 $339K 0.17% +55 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,170 shares; 2025Q1: 4,150 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 3,532 shares; 2026Q1: 3,532 shares 3,532 $320K 0.16% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517 $299K 0.15% 0 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: restricted; 2024Q4: 579 shares; 2025Q1: 674 shares; 2025Q2: 639 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 1,096 shares 1,096 $297K 0.15% +490 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: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 38 shares; 2026Q1: 789 shares 789 $293K 0.14% +751 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 2,545 shares; 2025Q3: 2,610 shares; 2025Q4: 2,742 shares; 2026Q1: 2,585 shares 2,585 $293K 0.14% -157 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,913 shares; 2025Q1: 708 shares; 2025Q2: 1,908 shares; 2025Q3: 1,863 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $284K 0.14% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,437 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 2,821 shares 2,821 $276K 0.14% -324 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: restricted; 2024Q4: 2,895 shares; 2025Q1: 2,851 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,707 shares; 2026Q1: 2,597 shares 2,597 $260K 0.13% -110 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 789 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $258K 0.13% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: 2,128 shares; 2026Q1: 1,828 shares 1,828 $249K 0.12% -300 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 3,420 shares; 2025Q3: 3,423 shares; 2025Q4: 3,448 shares; 2026Q1: 3,460 shares 3,460 $245K 0.12% +12 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,379 shares; 2025Q1: 5,380 shares; 2025Q2: 2,594 shares; 2025Q3: 2,595 shares; 2025Q4: 2,597 shares; 2026Q1: 2,598 shares 2,598 $244K 0.12% +1 Timeline VDC 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: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,346 shares; 2025Q2: 2,134 shares; 2025Q3: 1,918 shares; 2025Q4: 1,292 shares; 2026Q1: 1,071 shares 1,071 $241K 0.12% -221 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,634 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $234K 0.12% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,198 shares; 2025Q1: 2,498 shares; 2025Q2: 3,267 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares 3,005 $233K 0.11% 0 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: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 852 shares; 2025Q4: 1,704 shares; 2026Q1: 1,712 shares 1,712 $228K 0.11% +8 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 2,334 shares; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346 $218K 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 516 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 496 shares 496 $211K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 849 shares; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 959 shares 959 $209K 0.1% +132 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: not reported; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares 5,750 $202K 0.1% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $200K 0.1% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,872 shares; 2025Q1: 2,872 shares; 2025Q2: 2,872 shares; 2025Q3: not reported; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares 2,872 $193K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 763 shares; 2025Q2: 1,024 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,229 shares 1,229 $181K 0.09% -50 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,271 shares; 2025Q1: 1,694 shares; 2025Q2: 2,005 shares; 2025Q3: not reported; 2025Q4: 2,107 shares; 2026Q1: 2,331 shares 2,331 $180K 0.09% +224 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,301 shares; 2025Q1: 5,346 shares; 2025Q2: 6,440 shares; 2025Q3: not reported; 2025Q4: 6,804 shares; 2026Q1: 7,896 shares 7,896 $176K 0.09% +1,092 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,771 shares; 2025Q1: 2,288 shares; 2025Q2: 2,285 shares; 2025Q3: 2,108 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $166K 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $164K 0.08% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,227 shares; 2025Q1: 1,230 shares; 2025Q2: 1,232 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,038 shares 1,038 $161K 0.08% +4 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: restricted; 2024Q4: 5,294 shares; 2025Q1: 5,294 shares; 2025Q2: 7,612 shares; 2025Q3: not reported; 2025Q4: 3,896 shares; 2026Q1: 5,475 shares 5,475 $159K 0.08% +1,579 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 3,629 shares; 2025Q2: 3,296 shares; 2025Q3: 3,321 shares; 2025Q4: 938 shares; 2026Q1: 898 shares 898 $155K 0.08% -40 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: restricted; 2024Q4: 1,001 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 1,993 shares 1,993 $154K 0.08% +382 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 530 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $150K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 611 shares 611 $148K 0.07% +141 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: restricted; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 169 shares 169 $148K 0.07% +16 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,169 shares; 2025Q2: 3,173 shares; 2025Q3: not reported; 2025Q4: 3,161 shares; 2026Q1: 2,804 shares 2,804 $139K 0.07% -357 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 1,401 shares; 2025Q3: 1,356 shares; 2025Q4: 727 shares; 2026Q1: 691 shares 691 $137K 0.07% -36 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 571 shares 571 $129K 0.06% 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: restricted; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: not reported; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares 4,905 $126K 0.06% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $122K 0.06% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 89 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 786 shares 786 $119K 0.06% +17 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $114K 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: not reported; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $109K 0.05% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 1,126 shares; 2025Q2: 1,137 shares; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,169 shares 1,169 $105K 0.05% +11 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: 802 shares 802 $105K 0.05% -381 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $105K 0.05% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 1,585 shares; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $105K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $101K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $99.4K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $96.8K 0.05% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $94.7K 0.05% 0 Timeline WILLIAMS COMPANY WILLIAMS COMPANY More: the full row for WILLIAMS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $92.9K 0.05% new TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 155 shares; 2025Q2: 151 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 268 shares 268 $90.6K 0.04% +18 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,400 shares; 2025Q1: 7,734 shares; 2025Q2: 7,734 shares; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $87.5K 0.04% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $87.4K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 685 shares; 2025Q1: 705 shares; 2025Q2: 645 shares; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,390 shares 1,390 $85.2K 0.04% +100 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,364 shares; 2025Q1: 1,963 shares; 2025Q2: 1,954 shares; 2025Q3: not reported; 2025Q4: 1,936 shares; 2026Q1: 2,279 shares 2,279 $84K 0.04% +343 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: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $79.2K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 629 shares; 2025Q3: not reported; 2025Q4: 560 shares; 2026Q1: 460 shares 460 $76K 0.04% -100 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 823 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $73.5K 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,195 shares; 2025Q2: 855 shares; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $73K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $72.8K 0.04% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $70.5K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,636 shares; 2025Q1: 722 shares; 2025Q2: 922 shares; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $69.7K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $69.7K 0.03% 0 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: restricted; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares 1,393 $67.9K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $65.2K 0.03% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $64K 0.03% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,305 shares; 2025Q1: 1,638 shares; 2025Q2: 1,947 shares; 2025Q3: not reported; 2025Q4: 1,960 shares; 2026Q1: 2,226 shares 2,226 $60.6K 0.03% +266 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,085 shares; 2025Q1: 1,089 shares; 2025Q2: 1,093 shares; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,105 shares 1,105 $60K 0.03% +3 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: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $59.7K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 557 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $59.3K 0.03% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,681 shares; 2025Q1: 2,089 shares; 2025Q2: 2,486 shares; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,849 shares 2,849 $58.1K 0.03% +439 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: restricted; 2024Q4: 1,190 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $58.1K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $57.9K 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: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $55.9K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 540 shares; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $55K 0.03% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $54.1K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 56 shares 56 $53.9K 0.03% +6 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 284 shares; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $53.8K 0.03% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: not reported; 2025Q4: 1,566 shares; 2026Q1: 1,570 shares 1,570 $53.3K 0.03% +4 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,043 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $52K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 39 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 132 shares 132 $51.5K 0.03% +13 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 888 shares 888 $50.6K 0.02% 0 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: restricted; 2024Q4: 983 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 595 shares 595 $49.8K 0.02% -53 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 304 shares; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $48.4K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 520 shares 520 $46.6K 0.02% -30 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares 1,058 $45.7K 0.02% 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: restricted; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 221 shares 221 $45K 0.02% -50 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,558 shares; 2025Q1: 3,559 shares; 2025Q2: 1,661 shares; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 306 shares 306 $44.2K 0.02% -8 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,367 shares; 2025Q1: 2,366 shares; 2025Q2: 2,393 shares; 2025Q3: not reported; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares 2,412 $44.1K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 205 shares 205 $44K 0.02% -104 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $43.1K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $41.9K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $41.8K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $41.1K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 494 shares; 2025Q3: not reported; 2025Q4: 421 shares; 2026Q1: 421 shares 421 $40.6K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,412 shares; 2025Q1: 112 shares; 2025Q2: 97 shares; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 118 shares 118 $39.9K 0.02% -103 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 752 shares 752 $37.8K 0.02% -89 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $37.4K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 138 shares; 2025Q2: 148 shares; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $36.6K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 939 shares; 2025Q1: 639 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 541 shares 541 $35.7K 0.02% -275 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $35.6K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,088 shares; 2025Q1: 3,088 shares; 2025Q2: 756 shares; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: 616 shares 616 $35.5K 0.02% -152 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $35.5K 0.02% 0 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: restricted; 2024Q4: 600 shares; 2025Q1: 785 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $35.2K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $35.1K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 1,320 shares 1,320 $34.5K 0.02% -620 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: restricted; 2024Q4: 280 shares; 2025Q1: 260 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: 326 shares; 2026Q1: 260 shares 260 $34.1K 0.02% -66 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 730 shares 730 $33.4K 0.02% -54 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $33.4K 0.02% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $32.2K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,026 shares; 2025Q1: 3,029 shares; 2025Q2: 1,410 shares; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares 1,114 $29.6K 0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 989 shares 989 $29.1K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 245 shares 245 $28.4K 0.01% -127 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: restricted; 2024Q4: 9,020 shares; 2025Q1: 9,022 shares; 2025Q2: 1,029 shares; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 964 shares 964 $27.7K 0.01% +3 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $27.1K 0.01% 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: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 58 shares 58 $26.7K 0.01% +8 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $26.2K 0.01% 0 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 1,152 shares; 2026Q1: 1,423 shares 1,423 $25.4K 0.01% +271 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: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 354 shares; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $25.3K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $25K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $24.6K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 484 shares 484 $24.2K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $23.1K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: 480 shares 480 $23K 0.01% -73 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $23K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $22.6K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.5K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 249 shares; 2025Q2: 729 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $21.7K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 77 shares 77 $21.5K 0.01% +18 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 108 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $21.5K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $21.3K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 300 shares 300 $21.2K 0.01% +218 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $21.1K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $21K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $20.8K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $20.3K 0.01% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 428 shares; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 406 shares 406 $20.2K 0.01% -91 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $19.8K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171 $19.7K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19.7K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $19.5K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $19.2K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 830 shares; 2025Q2: 1,430 shares; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 442 shares 442 $18.4K 0.01% -441 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $17.8K 0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $17.2K 0.01% 0 Timeline IGI WESTERN ASSET INVT GRADE OPP More: the full row for WESTERN ASSET INVT GRADE OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: not reported; 2025Q4: 1,468 shares; 2026Q1: 1,058 shares 1,058 $17K 0.01% -410 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $16.1K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,637 shares; 2025Q3: 1,641 shares; 2025Q4: 961 shares; 2026Q1: 86 shares 86 $16.1K 0.01% -875 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 735 shares; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 235 shares 235 $16K 0.01% -200 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 220 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $15.6K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $15.4K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $15.4K 0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares 1,019 $14.5K 0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $14.5K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $14.2K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $13.8K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $13.5K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 88 shares 88 $13.5K 0.01% -10 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $13.1K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $12.8K 0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 502 shares; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $12.6K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $12.3K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $12.2K 0.01% 0 Timeline FPWR 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: restricted; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $12.1K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 31 shares 31 $11.9K 0.01% -90 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,208 shares; 2025Q1: 408 shares; 2025Q2: 482 shares; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $11.2K 0.01% 0 Timeline LCTU 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: restricted; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $10.9K 0.01% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.5K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $10.5K 0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $10.2K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 269 shares; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 75 shares 75 $9.84K <0.01% -5 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 25 shares 25 $9.79K <0.01% -25 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 160 shares 160 $9.77K <0.01% +60 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.76K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $9.71K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $9.49K <0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $9.31K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $9.29K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $9.11K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $8.91K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $8.9K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $8.85K <0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $8.83K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $8.83K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $8.72K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 39 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $8.4K <0.01% 0 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: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $8.28K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210 $7.89K <0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 151 shares; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $7.74K <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,865 shares; 2025Q1: 4,865 shares; 2025Q2: 5,615 shares; 2025Q3: 4,865 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $7.53K <0.01% 0 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: restricted; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7.38K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $7.36K <0.01% 0 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.27K <0.01% 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: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 27 shares 27 $6.74K <0.01% -7 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $6.72K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $6.7K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $6.53K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $6.39K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $6.27K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $6.27K <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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $6.07K <0.01% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $6.03K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $5.84K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $5.71K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 71 shares 71 $5.64K <0.01% -190 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 25 shares 25 $5.63K <0.01% -48 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $5.62K <0.01% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $5.21K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $5.03K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: not reported; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $4.99K <0.01% 0 Timeline EMPIRE PETE CORP COM EMPIRE PETE CORP COM More: the full row for EMPIRE PETE CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,651 shares; 2025Q1: 1,650 shares; 2025Q2: 1,651 shares; 2025Q3: not reported; 2025Q4: 1,651 shares; 2026Q1: 1,651 shares 1,651 $4.88K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $4.83K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 257 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.76K <0.01% 0 Timeline VFH 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: restricted; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 39 shares 39 $4.71K <0.01% -49 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $4.68K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $4.39K <0.01% 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: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $4.38K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $4.16K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.84K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $3.8K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $3.67K <0.01% 0 Timeline CKX CKX LDS INC More: the full row for CKX LDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $3.51K <0.01% 0 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: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $3.37K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $3.36K <0.01% 0 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: restricted; 2024Q4: 104 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $3.35K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 28 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $3.24K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $3.13K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $3.13K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $3.1K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $3K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.93K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $2.93K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $2.9K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $2.87K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 29 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.63K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.51K <0.01% 0 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.49K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.08K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.02K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.73K <0.01% 0 Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $1.64K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $1.58K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $1.5K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $1.44K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.38K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $1.11K <0.01% new Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $1.07K <0.01% 0 Timeline SCHO 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: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $995 <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $860 <0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $717 <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $666 <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $648 <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $642 <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 2,962 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 16 shares 16 $588 <0.01% -885 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $419 <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $381 <0.01% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $328 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 24 shares 24 $324 <0.01% -42 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $318 <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 5 shares 5 $279 <0.01% -30 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $278 <0.01% 0 Timeline