VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,318 shares; 2025Q1: 38,616 shares; 2025Q2: 42,277 shares; 2025Q3: 42,480 shares; 2025Q4: 42,604 shares; 2026Q1: 42,177 shares; 2026Q2: 1,302,906 shares 1,302,906 $21.8M 9.31% +1,260,729 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,934 shares 60,934 $17.6M 7.54% +7 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,164 shares; 2025Q1: 45,902 shares; 2025Q2: 48,170 shares; 2025Q3: 48,735 shares; 2025Q4: 48,411 shares; 2026Q1: 42,863 shares; 2026Q2: 825,883 shares 825,883 $16.1M 6.89% +783,020 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,376 shares; 2025Q1: 16,266 shares; 2025Q2: 16,703 shares; 2025Q3: 16,523 shares; 2025Q4: 16,841 shares; 2026Q1: 14,749 shares; 2026Q2: 568,514 shares 568,514 $14.1M 6.04% +553,765 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; 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; 2026Q2: 214,557 shares 214,557 $10.6M 4.52% +5,269 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,701 shares; 2025Q1: 45,946 shares; 2025Q2: 44,559 shares; 2025Q3: 44,079 shares; 2025Q4: 45,729 shares; 2026Q1: 42,809 shares; 2026Q2: 210,942 shares 210,942 $9.33M 3.99% +168,133 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,029 shares; 2025Q1: 41,855 shares; 2025Q2: 43,000 shares; 2025Q3: 45,163 shares; 2025Q4: 46,402 shares; 2026Q1: 44,753 shares; 2026Q2: 44,753 shares 44,753 $8.95M 3.83% 0 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; 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; 2026Q2: 164,137 shares 164,137 $7.75M 3.31% +2,757 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; 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; 2026Q2: 26,456 shares 26,456 $6.31M 2.7% 0 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; 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; 2026Q2: 128,717 shares 128,717 $4.46M 1.91% +9,696 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,078 shares; 2025Q1: 10,766 shares; 2025Q2: 11,461 shares; 2025Q3: 11,389 shares; 2025Q4: 11,639 shares; 2026Q1: 11,198 shares; 2026Q2: 11,198 shares 11,198 $4.23M 1.81% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,981 shares; 2025Q1: 10,710 shares; 2025Q2: 11,325 shares; 2025Q3: 11,310 shares; 2025Q4: 11,261 shares; 2026Q1: 11,251 shares; 2026Q2: 11,248 shares 11,248 $4.02M 1.72% -3 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; 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; 2026Q2: 120,445 shares 120,445 $3.82M 1.63% +7,619 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; 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; 2026Q2: 106,793 shares 106,793 $3.81M 1.63% +59,946 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,188 shares; 2026Q2: 21,665 shares 21,665 $3.54M 1.51% +1,477 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; 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; 2026Q2: 40,666 shares 40,666 $3.35M 1.43% +1,569 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; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 697 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 35,987 shares; 2026Q1: 70,412 shares; 2026Q2: 79,403 shares 79,403 $3.28M 1.4% +8,991 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; 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; 2026Q2: 40,238 shares 40,238 $3.07M 1.31% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,658 shares; 2025Q1: 7,492 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares; 2025Q4: 7,704 shares; 2026Q1: 8,537 shares; 2026Q2: 8,203 shares 8,203 $3.06M 1.31% -334 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; 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; 2026Q2: 68,298 shares 68,298 $3.04M 1.3% +10 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,867 shares; 2025Q1: 4,704 shares; 2025Q2: 4,703 shares; 2025Q3: 4,759 shares; 2025Q4: 4,685 shares; 2026Q1: 3,933 shares; 2026Q2: 3,935 shares 3,935 $2.94M 1.26% +2 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,369 shares; 2025Q1: 3,572 shares; 2025Q2: 2,504 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,377 shares; 2026Q2: 2,388 shares 2,388 $2.86M 1.23% +11 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,903 shares 17,903 $2.27M 0.97% 0 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; 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; 2026Q2: 49,092 shares 49,092 $2.18M 0.93% 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; 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; 2026Q2: 31,036 shares 31,036 $2.17M 0.93% +1,324 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 2,235 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,942 shares; 2026Q2: 1,942 shares 1,942 $2.07M 0.88% 0 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; 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; 2026Q2: 5,634 shares 5,634 $1.91M 0.82% +2 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,577 shares; 2025Q1: 5,387 shares; 2025Q2: 5,987 shares; 2025Q3: 5,972 shares; 2025Q4: 5,874 shares; 2026Q1: 6,057 shares; 2026Q2: 5,795 shares 5,795 $1.9M 0.81% -262 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; 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; 2026Q2: 5,348 shares 5,348 $1.84M 0.79% +2 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; 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; 2026Q2: 34,683 shares 34,683 $1.79M 0.77% -143 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,080 shares; 2025Q1: 24,174 shares; 2025Q2: 27,452 shares; 2025Q3: 28,305 shares; 2025Q4: 13,668 shares; 2026Q1: 13,186 shares; 2026Q2: 11,615 shares 11,615 $1.72M 0.74% -1,571 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,719 shares; 2025Q1: 1,754 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,810 shares; 2026Q2: 1,812 shares 1,812 $1.69M 0.72% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,507 shares; 2026Q1: 4,342 shares; 2026Q2: 3,742 shares 3,742 $1.61M 0.69% -600 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,111 shares; 2025Q1: 1,112 shares; 2025Q2: 1,480 shares; 2025Q3: 1,487 shares; 2025Q4: 1,502 shares; 2026Q1: 1,554 shares; 2026Q2: 1,576 shares 1,576 $1.59M 0.68% +22 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,279 shares; 2025Q1: 2,290 shares; 2025Q2: 2,026 shares; 2025Q3: 2,027 shares; 2025Q4: 2,025 shares; 2026Q1: 2,057 shares; 2026Q2: 180,629 shares 180,629 $1.59M 0.68% +178,572 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,613 shares; 2025Q1: 4,910 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares 4,490 $1.59M 0.68% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,494 shares 7,494 $1.39M 0.59% +16 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; 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; 2026Q2: 3,389 shares 3,389 $1.34M 0.58% -70 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,907 shares; 2025Q1: 7,913 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares; 2025Q4: 7,958 shares; 2026Q1: 11,838 shares; 2026Q2: 11,853 shares 11,853 $1.34M 0.57% +15 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,509 shares 9,509 $1.3M 0.56% new 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; 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; 2026Q2: 2,229 shares 2,229 $1.29M 0.55% -518 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,740 shares; 2025Q1: 4,065 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,160 shares; 2026Q1: 4,580 shares; 2026Q2: 4,580 shares 4,580 $1.29M 0.55% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,508 shares; 2025Q1: 4,511 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,729 shares; 2026Q2: 4,729 shares 4,729 $1.28M 0.55% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,421 shares; 2025Q1: 10,421 shares; 2025Q2: 10,480 shares; 2025Q3: 10,391 shares; 2025Q4: 10,391 shares; 2026Q1: 14,563 shares; 2026Q2: 14,563 shares 14,563 $1.18M 0.51% 0 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; 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; 2026Q2: 1,481 shares 1,481 $1.18M 0.5% -31 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; 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; 2026Q2: 2,340 shares 2,340 $1.17M 0.5% +18 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,933 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,139 shares; 2026Q1: 2,089 shares; 2026Q2: 2,064 shares 2,064 $1.16M 0.5% -25 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,033 shares; 2025Q1: 2,965 shares; 2025Q2: 3,381 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 3,105 shares; 2026Q2: 3,142 shares 3,142 $1.08M 0.46% +37 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; 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; 2026Q2: 56,246 shares 56,246 $1.08M 0.46% 0 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; 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; 2026Q2: 9,107 shares 9,107 $1.06M 0.45% +93 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; 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; 2026Q2: 27,442 shares 27,442 $1.01M 0.43% 0 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; 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; 2026Q2: 22,689 shares 22,689 $960K 0.41% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,848 shares 4,848 $920K 0.39% 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; 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; 2026Q2: 3,019 shares 3,019 $903K 0.39% -325 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 5,570 shares; 2026Q2: 5,335 shares 5,335 $782K 0.33% -235 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 2,123 shares; 2025Q2: 2,133 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,621 shares; 2026Q2: 2,621 shares 2,621 $781K 0.33% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,493 shares; 2025Q1: 3,479 shares; 2025Q2: 3,420 shares; 2025Q3: 3,332 shares; 2025Q4: 3,957 shares; 2026Q1: 4,605 shares; 2026Q2: 4,605 shares 4,605 $763K 0.33% 0 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; 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; 2026Q2: 8,157 shares 8,157 $735K 0.31% -30 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,776 shares; 2025Q1: 22,225 shares; 2025Q2: 9,437 shares; 2025Q3: 8,841 shares; 2025Q4: 5,958 shares; 2026Q1: 5,241 shares; 2026Q2: 4,801 shares 4,801 $703K 0.3% -440 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,228 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,349 shares; 2026Q2: 1,349 shares 1,349 $687K 0.29% 0 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; 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; 2026Q2: 105,562 shares 105,562 $671K 0.29% +104,278 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; 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; 2026Q2: 4,132 shares 4,132 $648K 0.28% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,670 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares 4,003 $606K 0.26% 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; 2024Q3: restricted; 2024Q4: 579 shares; 2025Q1: 674 shares; 2025Q2: 639 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 1,096 shares; 2026Q2: 1,369 shares 1,369 $569K 0.24% +273 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 38 shares; 2026Q1: 789 shares; 2026Q2: 1,325 shares 1,325 $557K 0.24% +536 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,298 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,238 shares; 2026Q1: 2,179 shares; 2026Q2: 2,179 shares 2,179 $537K 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; 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; 2026Q2: 1,476 shares 1,476 $532K 0.23% +1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 670 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $519K 0.22% 0 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; 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; 2026Q2: 6,835 shares 6,835 $512K 0.22% 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; 2024Q3: restricted; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 849 shares; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 959 shares; 2026Q2: 1,884 shares 1,884 $474K 0.2% +925 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: 2,128 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $467K 0.2% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,167 shares; 2025Q2: 1,168 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 1,181 shares; 2026Q2: 1,281 shares 1,281 $452K 0.19% +100 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,204 shares; 2025Q1: 6,063 shares; 2025Q2: 4,284 shares; 2025Q3: 3,745 shares; 2025Q4: 3,607 shares; 2026Q1: 3,611 shares; 2026Q2: 3,473 shares 3,473 $446K 0.19% -138 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: 5,038 shares; 2026Q1: 6,686 shares; 2026Q2: 6,062 shares 6,062 $433K 0.19% -624 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,576 shares; 2025Q1: 3,556 shares; 2025Q2: 1,974 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares; 2026Q2: 1,541 shares 1,541 $391K 0.17% -405 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,333 shares; 2025Q4: 1,239 shares; 2026Q1: 1,294 shares; 2026Q2: 1,289 shares 1,289 $391K 0.17% -5 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 100 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 365,939 shares 365,939 $382K 0.16% +363,524 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $381K 0.16% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,170 shares; 2025Q1: 4,150 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 3,532 shares; 2026Q1: 3,532 shares; 2026Q2: 3,904 shares 3,904 $377K 0.16% +372 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,133 shares; 2025Q1: 1,642 shares; 2025Q2: 1,609 shares; 2025Q3: 1,588 shares; 2025Q4: 1,221 shares; 2026Q1: 1,211 shares; 2026Q2: 4,616 shares 4,616 $372K 0.16% +3,405 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 2,545 shares; 2025Q3: 2,610 shares; 2025Q4: 2,742 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $362K 0.15% 0 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; 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; 2026Q2: 11,000 shares 11,000 $360K 0.15% 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; 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; 2026Q2: 3,005 shares 3,005 $353K 0.15% 0 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; 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; 2026Q2: 4,722 shares 4,722 $351K 0.15% -396 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; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 852 shares; 2025Q4: 1,704 shares; 2026Q1: 1,712 shares; 2026Q2: 1,735 shares 1,735 $331K 0.14% +23 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; 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; 2026Q2: 2,700 shares 2,700 $321K 0.14% -121 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 789 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 501 shares 501 $321K 0.14% -284 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; 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; 2026Q2: 2,598 shares 2,598 $315K 0.13% +1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 8,110 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 13,050 shares; 2026Q2: 13,050 shares 13,050 $314K 0.13% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,913 shares; 2025Q1: 708 shares; 2025Q2: 1,908 shares; 2025Q3: 1,863 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 188,213 shares 188,213 $290K 0.12% +186,335 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; 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; 2026Q2: 3,474 shares 3,474 $285K 0.12% +14 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,641 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,624 shares; 2025Q4: 3,248 shares; 2026Q1: 3,249 shares; 2026Q2: 2,399 shares 2,399 $281K 0.12% -850 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; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 380 shares 380 $275K 0.12% -100 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 516 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 496 shares; 2026Q2: 1,984 shares 1,984 $246K 0.11% +1,488 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,379 shares; 2025Q1: 5,380 shares; 2025Q2: 2,594 shares; 2025Q3: 2,595 shares; 2025Q4: 2,597 shares; 2026Q1: 2,598 shares; 2026Q2: 2,599 shares 2,599 $240K 0.1% +1 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; 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; 2026Q2: 1,300 shares 1,300 $239K 0.1% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 2,334 shares; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 2,452 shares 2,452 $215K 0.09% +106 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; 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; 2026Q2: 2,872 shares 2,872 $210K 0.09% 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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 404 shares 404 $207K 0.09% +4 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 89 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $200K 0.09% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $199K 0.08% 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; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 658 shares 658 $199K 0.08% +592 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 530 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $198K 0.08% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 752 shares; 2026Q2: 4,778 shares 4,778 $197K 0.08% +4,026 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 763 shares; 2025Q2: 1,024 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $180K 0.08% 0 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; 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; 2026Q2: 7,959 shares 7,959 $177K 0.08% +63 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; 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; 2026Q2: 2,286 shares 2,286 $177K 0.08% -45 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,771 shares; 2025Q1: 2,288 shares; 2025Q2: 2,285 shares; 2025Q3: 2,108 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,596 shares 1,596 $176K 0.08% -112 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; 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; 2026Q2: 1,993 shares 1,993 $170K 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; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $166K 0.07% 0 Timeline CORNING INC COM CORNING INC COM More: the full row for CORNING INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $153K 0.07% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 1,585 shares; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $148K 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; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $145K 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; 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; 2026Q2: 4,905 shares 4,905 $144K 0.06% 0 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; 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; 2026Q2: 2,804 shares 2,804 $143K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 3,629 shares; 2025Q2: 3,296 shares; 2025Q3: 3,321 shares; 2025Q4: 938 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $135K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 155 shares; 2025Q2: 151 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 268 shares; 2026Q2: 269 shares 269 $128K 0.05% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares 423 $127K 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; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $124K 0.05% 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; 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; 2026Q2: 1,708 shares 1,708 $122K 0.05% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $115K 0.05% 0 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; 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; 2026Q2: 5,475 shares 5,475 $113K 0.05% 0 Timeline BROADCOM INC COM BROADCOM INC COM More: the full row for BROADCOM INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $113K 0.05% new PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,227 shares; 2025Q1: 1,230 shares; 2025Q2: 1,232 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,038 shares; 2026Q2: 832 shares 832 $113K 0.05% -206 Timeline WILLIAMS COS INC COM WILLIAMS COS INC COM More: the full row for WILLIAMS COS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $112K 0.05% new 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; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $110K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $106K 0.05% 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 39 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $101K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $93.1K 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; 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; 2026Q2: 1,400 shares 1,400 $92.7K 0.04% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $85K 0.04% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,364 shares; 2025Q1: 1,963 shares; 2025Q2: 1,954 shares; 2025Q3: not reported; 2025Q4: 1,936 shares; 2026Q1: 2,279 shares; 2026Q2: 2,279 shares 2,279 $84.4K 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; 2024Q3: restricted; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 629 shares; 2025Q3: not reported; 2025Q4: 560 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $83.3K 0.04% 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; 2024Q3: restricted; 2024Q4: 1,412 shares; 2025Q1: 112 shares; 2025Q2: 97 shares; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 118 shares; 2026Q2: 72 shares 72 $83.1K 0.04% -46 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 823 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $83K 0.04% 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares 1,393 $79.3K 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; 2024Q3: restricted; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 328 shares 328 $78K 0.03% -8 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 685 shares; 2025Q1: 705 shares; 2025Q2: 645 shares; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $73.8K 0.03% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,108 shares 1,108 $73.5K 0.03% +3 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 557 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $72.3K 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $69.4K 0.03% 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; 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; 2026Q2: 1,200 shares 1,200 $69.1K 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; 2024Q3: restricted; 2024Q4: 1,636 shares; 2025Q1: 722 shares; 2025Q2: 922 shares; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $69.1K 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; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $68.1K 0.03% 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; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $65.9K 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; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $65.9K 0.03% 0 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; 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; 2026Q2: 4,400 shares 4,400 $65.5K 0.03% -2,000 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $64.9K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,195 shares; 2025Q2: 855 shares; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $64.2K 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; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 56 shares; 2026Q2: 66 shares 66 $63.5K 0.03% +10 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $60.7K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,000 shares 1,000 $60.4K 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; 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; 2026Q2: 2,188 shares 2,188 $59.8K 0.03% -38 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; 2024Q3: restricted; 2024Q4: 1,190 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $58.6K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: not reported; 2025Q4: 1,566 shares; 2026Q1: 1,570 shares; 2026Q2: 1,580 shares 1,580 $58.2K 0.02% +10 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; 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; 2026Q2: 2,846 shares 2,846 $58K 0.02% -3 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $55.5K 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; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 77 shares 77 $54.7K 0.02% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 284 shares; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $54.1K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $53.4K 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; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $53.1K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 304 shares; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $52.3K 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $52.2K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $51.8K 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; 2024Q3: restricted; 2024Q4: 983 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $50.4K 0.02% 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; 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; 2026Q2: 1,000 shares 1,000 $49.9K 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; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $49.6K 0.02% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,367 shares; 2025Q1: 2,366 shares; 2025Q2: 2,393 shares; 2025Q3: not reported; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,418 shares 2,418 $49.5K 0.02% +6 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 540 shares; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $48.6K 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; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $48.4K 0.02% 0 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; 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; 2026Q2: 1,058 shares 1,058 $46.6K 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; 2024Q3: restricted; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 494 shares; 2025Q3: not reported; 2025Q4: 421 shares; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $40.5K 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $40.3K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,558 shares; 2025Q1: 3,559 shares; 2025Q2: 1,661 shares; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 306 shares; 2026Q2: 307 shares 307 $39.9K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 58 shares; 2026Q2: 99 shares 99 $39.4K 0.02% +41 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; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 138 shares; 2025Q2: 148 shares; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $39.1K 0.02% 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; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $39K 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; 2024Q3: restricted; 2024Q4: 939 shares; 2025Q1: 639 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $38.9K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $37.7K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 455 shares 455 $36.5K 0.02% +300 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 785 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $36.2K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $35.9K 0.02% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 340 shares 340 $35.2K 0.02% -140 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; 2024Q3: restricted; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 989 shares 989 $34.2K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $33.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 260 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: 326 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $33K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243 shares 243 $33K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 354 shares; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $32.2K 0.01% 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; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $31.3K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $30K 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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $29.3K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $29.2K 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; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $28.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $28.1K 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $27.9K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $27.9K 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; 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; 2026Q2: 2,000 shares 2,000 $27.8K 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 275 shares 275 $26.6K 0.01% -25 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $25.5K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 1,152 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $25.4K 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; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $25.1K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $24.9K 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; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $24.9K 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; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $24.6K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $24.1K 0.01% 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; 2024Q3: restricted; 2024Q4: 3,088 shares; 2025Q1: 3,088 shares; 2025Q2: 756 shares; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: 616 shares; 2026Q2: 413 shares 413 $23.9K 0.01% -203 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $23.4K 0.01% 0 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; 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; 2026Q2: 2,500 shares 2,500 $22.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $22.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 108 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $22.1K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 1,320 shares; 2026Q2: 726 shares 726 $21.9K 0.01% -594 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $21.8K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 428 shares; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 406 shares; 2026Q2: 413 shares 413 $20.6K 0.01% +7 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $20.2K 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; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 249 shares; 2025Q2: 729 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $20.1K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 9,020 shares; 2025Q1: 9,022 shares; 2025Q2: 1,029 shares; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 964 shares; 2026Q2: 816 shares 816 $20K 0.01% -148 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $19.1K 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; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $18.2K 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; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $17.5K 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; 2024Q3: restricted; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 146 shares 146 $17.3K 0.01% -55 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $17K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $17K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $16.5K 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.4K 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $14.9K 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; 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; 2026Q2: 1,019 shares 1,019 $14.8K 0.01% 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; 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; 2026Q2: 550 shares 550 $14.6K 0.01% -564 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.3K 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; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $14.1K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 220 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $14.1K 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; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $14.1K 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; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $13.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $13.6K 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; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 502 shares; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $12.8K 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; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $12.4K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $12.2K 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; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 830 shares; 2025Q2: 1,430 shares; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $12.1K 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.9K 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; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 31 shares; 2026Q2: 18 shares 18 $11.8K 0.01% -13 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $11.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $11.3K <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; 2024Q3: restricted; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $11.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,208 shares; 2025Q1: 408 shares; 2025Q2: 482 shares; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $10.9K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $10.8K <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; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $10.6K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 1,401 shares; 2025Q3: 1,356 shares; 2025Q4: 727 shares; 2026Q1: 691 shares; 2026Q2: 84 shares 84 $10.5K <0.01% -607 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $9.86K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $9.75K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 735 shares; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 235 shares; 2026Q2: 135 shares 135 $9.65K <0.01% -100 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $9.61K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.29K <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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 257 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $9.02K <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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $8.91K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $8.88K <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; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 39 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $8.72K <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; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $8.57K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $8.56K <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; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 47 shares 47 $8.53K <0.01% -10 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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $8.53K <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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.33K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $8.31K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $8.23K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $8.21K <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; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $8.06K <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; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $8K <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; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 88 shares; 2026Q2: 70 shares 70 $7.99K <0.01% -18 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $7.93K <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; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 269 shares; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $7.75K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 151 shares; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $7.75K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $7.65K <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; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 27 shares; 2026Q2: 25 shares 25 $7.3K <0.01% -2 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.29K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 84 shares 84 $6.94K <0.01% +70 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 300 shares; 2026Q2: 82 shares 82 $6.94K <0.01% -218 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,865 shares; 2025Q1: 4,865 shares; 2025Q2: 5,615 shares; 2025Q3: 4,865 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.35K <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; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $6.16K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $6.05K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $5.96K <0.01% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $5.87K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $5.72K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $5.7K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $5.62K <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; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $5.52K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $5.13K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $5.13K <0.01% 0 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; 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; 2026Q2: 21 shares 21 $4.74K <0.01% -1,050 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; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 412 shares 412 $4.66K <0.01% -99 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $4.54K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $4.44K <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; 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; 2026Q2: 1,651 shares 1,651 $4.42K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.39K <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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $4.39K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $4.3K <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; 2024Q3: restricted; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,637 shares; 2025Q3: 1,641 shares; 2025Q4: 961 shares; 2026Q1: 86 shares; 2026Q2: 27 shares 27 $4.23K <0.01% -59 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.98K <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; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 28 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $3.83K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $3.79K <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; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $3.73K <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; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $3.67K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $3.63K <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; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $3.61K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $3.54K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $3.48K <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; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $3.47K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $3.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $3.21K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $3.12K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $2.99K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $2.91K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.67K <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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 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; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.24K <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; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 29 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.19K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.99K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $1.57K <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; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $1.53K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $1.49K <0.01% 0 Timeline RMIX SUNCRETE INC More: the full row for SUNCRETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $1.35K <0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.34K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $990 <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 24 shares 24 $864 <0.01% -6 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; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 2,962 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $767 <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $742 <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; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $736 <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; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $696 <0.01% 0 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; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $498 <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $443 <0.01% 0 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; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $443 <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; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $427 <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; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $381 <0.01% 0 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; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $304 <0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $269 <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $258 <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $245 <0.01% 0 Timeline