PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,108,318 shares; 2025Q1: 1,091,364 shares; 2025Q2: 1,061,947 shares; 2025Q3: 1,055,916 shares; 2025Q4: 1,052,822 shares; 2026Q1: 1,155,964 shares 1,155,964 $189M 5.76% +103,142 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627,025 shares; 2025Q3: 3,283,074 shares; 2025Q4: 3,541,209 shares; 2026Q1: 3,678,991 shares 3,678,991 $162M 4.94% +137,782 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,827,593 shares; 2025Q1: 3,098,076 shares; 2025Q2: 3,376,574 shares; 2025Q3: 3,412,175 shares; 2025Q4: 3,405,941 shares; 2026Q1: 3,472,041 shares 3,472,041 $137M 4.17% +66,100 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 502,193 shares; 2025Q1: 488,285 shares; 2025Q2: 478,791 shares; 2025Q3: 474,459 shares; 2025Q4: 461,360 shares; 2026Q1: 466,121 shares 466,121 $118M 3.6% +4,761 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825,191 shares; 2025Q1: 781,342 shares; 2025Q2: 745,910 shares; 2025Q3: 705,840 shares; 2025Q4: 674,252 shares; 2026Q1: 641,104 shares 641,104 $112M 3.41% -33,148 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 263,364 shares; 2025Q1: 259,590 shares; 2025Q2: 246,444 shares; 2025Q3: 242,751 shares; 2025Q4: 245,208 shares; 2026Q1: 251,543 shares 251,543 $93.1M 2.84% +6,335 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395,358 shares; 2025Q1: 371,359 shares; 2025Q2: 370,176 shares; 2025Q3: 353,304 shares; 2025Q4: 318,817 shares; 2026Q1: 321,482 shares 321,482 $92.4M 2.82% +2,665 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379,172 shares; 2025Q1: 367,814 shares; 2025Q2: 348,262 shares; 2025Q3: 332,664 shares; 2025Q4: 304,655 shares; 2026Q1: 303,694 shares 303,694 $89.3M 2.72% -961 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 934,620 shares; 2025Q1: 857,875 shares; 2025Q2: 819,189 shares; 2025Q3: 815,847 shares; 2025Q4: 800,548 shares; 2026Q1: 780,459 shares 780,459 $60.6M 1.85% -20,089 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,665 shares; 2025Q1: 197,830 shares; 2025Q2: 191,977 shares; 2025Q3: 194,566 shares; 2025Q4: 188,935 shares; 2026Q1: 174,367 shares 174,367 $55.5M 1.69% -14,568 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,057 shares; 2025Q1: 46,482 shares; 2025Q2: 57,733 shares; 2025Q3: 62,149 shares; 2025Q4: 78,774 shares; 2026Q1: 86,127 shares 86,127 $49.3M 1.5% +7,353 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 310 shares; 2025Q2: 253 shares; 2025Q3: 20,798 shares; 2025Q4: 421,449 shares; 2026Q1: 477,670 shares 477,670 $45.9M 1.4% +56,221 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 41,803 shares; 2025Q2: 77,886 shares; 2025Q3: 69,379 shares; 2025Q4: 55,617 shares; 2026Q1: 50,517 shares 50,517 $44.1M 1.34% -5,100 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,399 shares; 2025Q1: 247,737 shares; 2025Q2: 269,826 shares; 2025Q3: 273,127 shares; 2025Q4: 277,164 shares; 2026Q1: 288,401 shares 288,401 $41.7M 1.27% +11,237 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261,578 shares; 2025Q1: 280,277 shares; 2025Q2: 293,662 shares; 2025Q3: 275,359 shares; 2025Q4: 261,136 shares; 2026Q1: 257,531 shares 257,531 $41.1M 1.25% -3,605 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,884 shares; 2025Q1: 124,894 shares; 2025Q2: 133,134 shares; 2025Q3: 128,194 shares; 2025Q4: 128,401 shares; 2026Q1: 131,728 shares 131,728 $40.9M 1.25% +3,327 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,208 shares; 2025Q1: 60,991 shares; 2025Q2: 55,838 shares; 2025Q3: 52,758 shares; 2025Q4: 51,350 shares; 2026Q1: 58,574 shares 58,574 $40.9M 1.25% +7,224 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,906 shares; 2025Q1: 180,013 shares; 2025Q2: 197,520 shares; 2025Q3: 187,491 shares; 2025Q4: 189,058 shares; 2026Q1: 195,868 shares 195,868 $40.8M 1.24% +6,810 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,515 shares; 2025Q1: 203,328 shares; 2025Q2: 199,884 shares; 2025Q3: 206,604 shares; 2025Q4: 178,121 shares; 2026Q1: 175,267 shares 175,267 $40.3M 1.23% -2,854 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 349,159 shares; 2025Q2: 378,614 shares; 2025Q3: 326,963 shares; 2025Q4: 337,148 shares; 2026Q1: 324,424 shares 324,424 $39.8M 1.21% -12,724 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861,124 shares; 2025Q3: 905,475 shares; 2025Q4: 913,226 shares; 2026Q1: 934,689 shares 934,689 $39.8M 1.21% +21,463 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,079 shares; 2025Q1: 126,554 shares; 2025Q2: 123,407 shares; 2025Q3: 120,627 shares; 2025Q4: 133,314 shares; 2026Q1: 134,602 shares 134,602 $37.4M 1.14% +1,288 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,994 shares; 2025Q1: 30,680 shares; 2025Q2: 33,424 shares; 2025Q3: 34,367 shares; 2025Q4: 35,814 shares; 2026Q1: 36,619 shares 36,619 $36.5M 1.11% +805 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465,638 shares; 2025Q1: 420,369 shares; 2025Q2: 454,868 shares; 2025Q3: 466,784 shares; 2025Q4: 455,781 shares; 2026Q1: 466,354 shares 466,354 $35.5M 1.08% +10,573 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,815 shares; 2025Q1: 247,656 shares; 2025Q2: 282,096 shares; 2025Q3: 241,607 shares; 2025Q4: 249,067 shares; 2026Q1: 253,461 shares 253,461 $34.8M 1.06% +4,394 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,206 shares; 2025Q1: 172,799 shares; 2025Q2: 173,061 shares; 2025Q3: 185,664 shares; 2025Q4: 208,583 shares; 2026Q1: 211,402 shares 211,402 $33.9M 1.03% +2,819 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,355 shares; 2025Q1: 124,279 shares; 2025Q2: 129,667 shares; 2025Q3: 147,143 shares; 2025Q4: 158,479 shares; 2026Q1: 167,976 shares 167,976 $33.3M 1.01% +9,497 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,713,574 shares; 2025Q1: 2,529,670 shares; 2025Q2: 2,183,041 shares; 2025Q3: 2,165,921 shares; 2025Q4: 1,780,421 shares; 2026Q1: 1,866,242 shares 1,866,242 $33.1M 1.01% +85,821 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,468 shares; 2025Q1: 106,516 shares; 2025Q2: 100,693 shares; 2025Q3: 95,472 shares; 2025Q4: 118,637 shares; 2026Q1: 126,113 shares 126,113 $30.8M 0.94% +7,476 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,634 shares; 2025Q2: 41,113 shares; 2025Q3: 39,843 shares; 2025Q4: 41,606 shares; 2026Q1: 28,114 shares 28,114 $30.7M 0.94% -13,492 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223,927 shares; 2025Q1: 216,321 shares; 2025Q2: 200,187 shares; 2025Q3: 193,666 shares; 2025Q4: 183,994 shares; 2026Q1: 180,750 shares 180,750 $30.7M 0.93% -3,244 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481,410 shares; 2025Q1: 471,648 shares; 2025Q2: 423,608 shares; 2025Q3: 360,499 shares; 2025Q4: 338,391 shares; 2026Q1: 322,143 shares 322,143 $29.9M 0.91% -16,248 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,298 shares; 2025Q1: 8,222 shares; 2025Q2: 7,454 shares; 2025Q3: 7,191 shares; 2025Q4: 38,928 shares; 2026Q1: 41,696 shares 41,696 $29.5M 0.9% +2,768 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,700 shares; 2025Q1: 108,937 shares; 2025Q2: 102,321 shares; 2025Q3: 99,382 shares; 2025Q4: 96,130 shares; 2026Q1: 96,662 shares 96,662 $29.2M 0.89% +532 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,033 shares; 2025Q1: 103,631 shares; 2025Q2: 114,532 shares; 2025Q3: 129,198 shares; 2025Q4: 143,118 shares; 2026Q1: 155,850 shares 155,850 $29.1M 0.89% +12,732 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,296 shares; 2025Q1: 166,724 shares; 2025Q2: 152,559 shares; 2025Q3: 146,118 shares; 2025Q4: 142,105 shares; 2026Q1: 135,293 shares 135,293 $28M 0.85% -6,812 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 31,194 shares; 2025Q3: 28,954 shares; 2025Q4: 27,169 shares; 2026Q1: 27,332 shares 27,332 $26.3M 0.8% +163 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,564 shares; 2025Q1: 184,084 shares; 2025Q2: 174,461 shares; 2025Q3: 169,801 shares; 2025Q4: 165,558 shares; 2026Q1: 166,232 shares 166,232 $26.1M 0.8% +674 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,137 shares; 2025Q1: 282,437 shares; 2025Q2: 321,045 shares; 2025Q3: 349,281 shares; 2025Q4: 361,464 shares; 2026Q1: 378,101 shares 378,101 $25.8M 0.79% +16,637 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,801 shares; 2025Q1: 49,764 shares; 2025Q2: 42,735 shares; 2025Q3: 237,541 shares; 2025Q4: 431,055 shares; 2026Q1: 482,886 shares 482,886 $25.5M 0.78% +51,831 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,136 shares; 2025Q1: 306,575 shares; 2025Q2: 294,781 shares; 2025Q3: 269,036 shares; 2025Q4: 261,023 shares; 2026Q1: 260,389 shares 260,389 $24.4M 0.74% -634 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,459 shares; 2026Q1: 44,337 shares 44,337 $24.3M 0.74% +1,878 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491,225 shares; 2025Q1: 484,690 shares; 2025Q2: 494,509 shares; 2025Q3: 485,793 shares; 2025Q4: 483,039 shares; 2026Q1: 494,262 shares 494,262 $23.2M 0.71% +11,223 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,697 shares; 2025Q1: 127,173 shares; 2025Q2: 117,627 shares; 2025Q3: 110,555 shares; 2025Q4: 99,596 shares; 2026Q1: 105,506 shares 105,506 $22.9M 0.7% +5,910 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,110 shares; 2025Q1: 318,400 shares; 2025Q2: 292,045 shares; 2025Q3: 266,111 shares; 2025Q4: 237,455 shares; 2026Q1: 237,650 shares 237,650 $22.3M 0.68% +195 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,107 shares; 2025Q1: 47,940 shares; 2025Q2: 47,285 shares; 2025Q3: 46,785 shares; 2025Q4: 44,655 shares; 2026Q1: 45,916 shares 45,916 $22M 0.67% +1,261 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,948 shares; 2025Q1: 178,358 shares; 2025Q2: 163,316 shares; 2025Q3: 158,640 shares; 2025Q4: 331,976 shares; 2026Q1: 489,876 shares 489,876 $21.4M 0.65% +157,900 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,785 shares; 2025Q1: 245,760 shares; 2025Q2: 294,895 shares; 2025Q3: 319,092 shares; 2025Q4: 343,126 shares; 2026Q1: 339,233 shares 339,233 $20.3M 0.62% -3,893 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,623 shares; 2025Q3: 292,023 shares; 2025Q4: 295,367 shares; 2026Q1: 308,082 shares 308,082 $19.7M 0.6% +12,715 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,600 shares; 2025Q2: 11,273 shares; 2025Q3: 11,277 shares; 2025Q4: 10,818 shares; 2026Q1: 63,062 shares 63,062 $19.5M 0.59% +52,244 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,009 shares; 2025Q1: 278,362 shares; 2025Q2: 255,154 shares; 2025Q3: 154,590 shares; 2025Q4: 98,490 shares; 2026Q1: 90,898 shares 90,898 $18M 0.55% -7,592 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 3,950 shares; 2025Q2: 3,928 shares; 2025Q3: 3,286 shares; 2025Q4: 135,010 shares; 2026Q1: 152,486 shares 152,486 $17.7M 0.54% +17,476 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420,476 shares; 2025Q1: 430,153 shares; 2025Q2: 468,517 shares; 2025Q3: 514,434 shares; 2025Q4: 527,649 shares; 2026Q1: 546,216 shares 546,216 $17.4M 0.53% +18,567 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,543 shares; 2025Q1: 700,203 shares; 2025Q2: 718,063 shares; 2025Q3: 693,897 shares; 2025Q4: 673,817 shares; 2026Q1: 680,532 shares 680,532 $17.4M 0.53% +6,715 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,965 shares; 2025Q1: 237,788 shares; 2025Q2: 227,790 shares; 2025Q3: 220,900 shares; 2025Q4: 210,373 shares; 2026Q1: 167,182 shares 167,182 $17.2M 0.52% -43,191 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,865 shares; 2025Q2: 89,235 shares; 2025Q3: 88,912 shares; 2025Q4: 85,263 shares; 2026Q1: 90,843 shares 90,843 $16.6M 0.5% +5,580 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,077 shares; 2025Q1: 149,374 shares; 2025Q2: 138,012 shares; 2025Q3: 135,287 shares; 2025Q4: 133,337 shares; 2026Q1: 124,435 shares 124,435 $16.4M 0.5% -8,902 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,168 shares; 2025Q1: 47,506 shares; 2025Q2: 48,671 shares; 2025Q3: 48,646 shares; 2025Q4: 48,689 shares; 2026Q1: 50,351 shares 50,351 $16.2M 0.49% +1,662 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,323 shares; 2025Q1: 83,769 shares; 2025Q2: 86,201 shares; 2025Q3: 83,753 shares; 2025Q4: 74,271 shares; 2026Q1: 82,269 shares 82,269 $15.6M 0.48% +7,998 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,723 shares; 2025Q1: 47,378 shares; 2025Q2: 47,723 shares; 2025Q3: 46,373 shares; 2025Q4: 45,802 shares; 2026Q1: 47,366 shares 47,366 $15.6M 0.47% +1,564 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,665 shares; 2025Q1: 51,233 shares; 2025Q2: 49,239 shares; 2025Q3: 47,375 shares; 2025Q4: 111,325 shares; 2026Q1: 129,003 shares 129,003 $15.5M 0.47% +17,678 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,316 shares; 2025Q1: 57,294 shares; 2025Q2: 56,318 shares; 2025Q3: 54,486 shares; 2025Q4: 51,926 shares; 2026Q1: 35,994 shares 35,994 $15.3M 0.47% -15,932 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,331 shares 73,331 $14.5M 0.44% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,884 shares; 2025Q1: 23,108 shares; 2025Q2: 21,732 shares; 2025Q3: 21,673 shares; 2025Q4: 21,505 shares; 2026Q1: 22,049 shares 22,049 $14.4M 0.44% +544 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,593 shares; 2025Q1: 106,017 shares; 2025Q2: 94,105 shares; 2025Q3: 83,576 shares; 2025Q4: 86,874 shares; 2026Q1: 79,257 shares 79,257 $14.3M 0.43% -7,617 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,655 shares; 2025Q1: 88,625 shares; 2025Q2: 86,547 shares; 2025Q3: 89,175 shares; 2025Q4: 34,462 shares; 2026Q1: 25,049 shares 25,049 $14.1M 0.43% -9,413 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,786 shares; 2025Q1: 87,701 shares; 2025Q2: 139,863 shares; 2025Q3: 183,461 shares; 2025Q4: 185,466 shares; 2026Q1: 214,231 shares 214,231 $13.7M 0.42% +28,765 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $13.6M 0.42% 0 Timeline VFLEX FIRST TRUST ALT OPPORT-I More: the full row for FIRST TRUST ALT OPPORT-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,922 shares; 2026Q1: 471,281 shares 471,281 $12.9M 0.39% +109,359 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,438 shares; 2025Q1: 296,851 shares; 2025Q2: 273,810 shares; 2025Q3: 276,161 shares; 2025Q4: 258,112 shares; 2026Q1: 244,272 shares 244,272 $12.6M 0.38% -13,840 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326,071 shares; 2025Q1: 335,785 shares; 2025Q2: 320,732 shares; 2025Q3: 368,130 shares; 2025Q4: 361,445 shares; 2026Q1: 367,337 shares 367,337 $12.5M 0.38% +5,892 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,852 shares; 2025Q1: 16,035 shares; 2025Q2: 15,057 shares; 2025Q3: 15,676 shares; 2025Q4: 13,604 shares; 2026Q1: 14,179 shares 14,179 $12.3M 0.37% +575 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,607 shares; 2025Q1: 84,187 shares; 2025Q2: 76,081 shares; 2025Q3: 71,928 shares; 2025Q4: 53,084 shares; 2026Q1: 57,560 shares 57,560 $12.2M 0.37% +4,476 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,818 shares; 2025Q1: 27,775 shares; 2025Q2: 25,452 shares; 2025Q3: 24,182 shares; 2025Q4: 23,474 shares; 2026Q1: 57,980 shares 57,980 $12.1M 0.37% +34,506 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329,616 shares; 2025Q1: 325,551 shares; 2025Q2: 287,810 shares; 2025Q3: 290,427 shares; 2025Q4: 296,442 shares; 2026Q1: 292,954 shares 292,954 $11.9M 0.36% -3,488 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,136 shares; 2025Q1: 86,562 shares; 2025Q2: 88,228 shares; 2025Q3: 86,364 shares; 2025Q4: 86,327 shares; 2026Q1: 100,435 shares 100,435 $11.9M 0.36% +14,108 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,034 shares; 2025Q1: 8,077 shares; 2025Q2: 7,827 shares; 2025Q3: 7,729 shares; 2025Q4: 7,534 shares; 2026Q1: 79,793 shares 79,793 $11.8M 0.36% +72,259 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,757 shares; 2025Q4: 132,129 shares; 2026Q1: 167,943 shares 167,943 $11.6M 0.35% +35,814 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,852 shares; 2025Q1: 205,210 shares; 2025Q2: 189,431 shares; 2025Q3: 172,605 shares; 2025Q4: 139,677 shares; 2026Q1: 157,794 shares 157,794 $11.3M 0.35% +18,117 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,972 shares; 2025Q1: 32,160 shares; 2025Q2: 31,670 shares; 2025Q3: 31,473 shares; 2025Q4: 31,076 shares; 2026Q1: 32,341 shares 32,341 $10.6M 0.32% +1,265 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335,194 shares; 2025Q1: 333,585 shares; 2025Q2: 348,102 shares; 2025Q3: 347,162 shares; 2025Q4: 128,615 shares; 2026Q1: 112,209 shares 112,209 $10.4M 0.32% -16,406 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,046 shares; 2025Q1: 37,334 shares; 2025Q2: 34,761 shares; 2025Q3: 36,610 shares; 2025Q4: 29,862 shares; 2026Q1: 32,749 shares 32,749 $10.3M 0.31% +2,887 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,573 shares; 2025Q1: 126,782 shares; 2025Q2: 125,374 shares; 2025Q3: 116,133 shares; 2025Q4: 94,790 shares; 2026Q1: 115,359 shares 115,359 $10M 0.3% +20,569 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,214 shares; 2025Q1: 321,003 shares; 2025Q2: 313,553 shares; 2025Q3: 327,386 shares; 2025Q4: 265,914 shares; 2026Q1: 254,663 shares 254,663 $9.93M 0.3% -11,251 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,437 shares; 2025Q1: 10,845 shares; 2025Q2: 10,793 shares; 2025Q3: 10,530 shares; 2025Q4: 10,474 shares; 2026Q1: 10,622 shares 10,622 $9.77M 0.3% +148 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,321 shares; 2025Q1: 171,800 shares; 2025Q2: 187,467 shares; 2025Q3: 204,923 shares; 2025Q4: 207,581 shares; 2026Q1: 212,053 shares 212,053 $9.26M 0.28% +4,472 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,740 shares; 2025Q1: 4,560 shares; 2025Q2: 4,321 shares; 2025Q3: 4,045 shares; 2025Q4: 3,855 shares; 2026Q1: 41,184 shares 41,184 $8.86M 0.27% +37,329 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,167 shares; 2025Q1: 38,256 shares; 2025Q2: 42,578 shares; 2025Q3: 45,537 shares; 2025Q4: 40,113 shares; 2026Q1: 55,302 shares 55,302 $8.7M 0.26% +15,189 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 3,761 shares; 2025Q2: 3,889 shares; 2025Q3: 4,023 shares; 2025Q4: 3,995 shares; 2026Q1: 19,806 shares 19,806 $8.65M 0.26% +15,811 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,715 shares; 2025Q1: 32,544 shares; 2025Q2: 29,180 shares; 2025Q3: 24,715 shares; 2025Q4: 16,852 shares; 2026Q1: 16,720 shares 16,720 $8.29M 0.25% -132 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,336 shares; 2025Q1: 10,338 shares; 2025Q2: 10,573 shares; 2025Q3: 10,644 shares; 2025Q4: 10,843 shares; 2026Q1: 11,958 shares 11,958 $7.15M 0.22% +1,115 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,546 shares; 2025Q1: 58,779 shares; 2025Q2: 56,323 shares; 2025Q3: 56,180 shares; 2025Q4: 54,795 shares; 2026Q1: 54,167 shares 54,167 $7.1M 0.22% -628 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,622 shares; 2025Q1: 47,770 shares; 2025Q2: 46,000 shares; 2025Q3: 44,247 shares; 2025Q4: 39,624 shares; 2026Q1: 40,737 shares 40,737 $7.03M 0.21% +1,113 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,273 shares; 2025Q1: 29,404 shares; 2025Q2: 28,613 shares; 2025Q3: 28,854 shares; 2025Q4: 23,201 shares; 2026Q1: 14,827 shares 14,827 $7.02M 0.21% -8,374 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,555 shares; 2025Q1: 54,446 shares; 2025Q2: 50,116 shares; 2025Q3: 53,096 shares; 2025Q4: 44,977 shares; 2026Q1: 43,621 shares 43,621 $6.77M 0.21% -1,356 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,901 shares; 2025Q1: 123,932 shares; 2025Q2: 132,395 shares; 2025Q3: 128,442 shares; 2025Q4: 106,293 shares; 2026Q1: 108,304 shares 108,304 $6.63M 0.2% +2,011 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,269 shares; 2025Q1: 77,525 shares; 2025Q2: 120,730 shares; 2025Q3: 186,375 shares; 2025Q4: 190,423 shares; 2026Q1: 294,954 shares 294,954 $6.56M 0.2% +104,531 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,460 shares; 2025Q1: 44,637 shares; 2025Q2: 48,076 shares; 2025Q3: 36,579 shares; 2025Q4: 25,498 shares; 2026Q1: 28,403 shares 28,403 $6.4M 0.2% +2,905 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,271 shares; 2025Q1: 30,193 shares; 2025Q2: 29,292 shares; 2025Q3: 28,417 shares; 2025Q4: 27,240 shares; 2026Q1: 26,341 shares 26,341 $5.35M 0.16% -899 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,834 shares; 2025Q1: 17,086 shares; 2025Q2: 15,687 shares; 2025Q3: 16,002 shares; 2025Q4: 16,655 shares; 2026Q1: 14,806 shares 14,806 $5.32M 0.16% -1,849 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,553 shares; 2025Q1: 60,150 shares; 2025Q2: 60,199 shares; 2025Q3: 60,066 shares; 2025Q4: 66,779 shares; 2026Q1: 67,784 shares 67,784 $5.23M 0.16% +1,005 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,625 shares 23,625 $5.13M 0.16% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,334 shares 35,334 $4.99M 0.15% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,639 shares; 2025Q1: 13,003 shares; 2025Q2: 12,792 shares; 2025Q3: 12,519 shares; 2025Q4: 12,208 shares; 2026Q1: 11,824 shares 11,824 $4.93M 0.15% -384 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,633 shares; 2025Q1: 9,208 shares; 2025Q2: 9,448 shares; 2025Q3: 9,656 shares; 2025Q4: 8,052 shares; 2026Q1: 17,166 shares 17,166 $4.92M 0.15% +9,114 Timeline Patrician Partners LP Patrician Partners LP More: the full row for Patrician Partners LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares 68 $4.82M 0.15% new FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326,108 shares; 2025Q1: 323,678 shares; 2025Q2: 299,010 shares; 2025Q3: 265,110 shares; 2025Q4: 262,910 shares; 2026Q1: 262,713 shares 262,713 $4.69M 0.14% -197 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,846 shares; 2025Q1: 47,589 shares; 2025Q2: 17,114 shares; 2025Q3: 13,175 shares; 2025Q4: 6,698 shares; 2026Q1: 7,740 shares 7,740 $4.68M 0.14% +1,042 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,434 shares; 2025Q1: 61,408 shares; 2025Q2: 57,741 shares; 2025Q3: 54,208 shares; 2025Q4: 49,232 shares; 2026Q1: 52,089 shares 52,089 $4.62M 0.14% +2,857 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,251 shares; 2025Q1: 27,256 shares; 2025Q2: 27,089 shares; 2025Q3: 26,939 shares; 2025Q4: 26,535 shares; 2026Q1: 26,530 shares 26,530 $4.49M 0.14% -5 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,267 shares; 2025Q1: 16,733 shares; 2025Q2: 16,638 shares; 2025Q3: 16,003 shares; 2025Q4: 16,326 shares; 2026Q1: 14,771 shares 14,771 $4.47M 0.14% -1,555 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,191 shares; 2025Q1: 20,085 shares; 2025Q2: 18,939 shares; 2025Q3: 17,697 shares; 2025Q4: 15,755 shares; 2026Q1: 15,126 shares 15,126 $4.39M 0.13% -629 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,154 shares 23,154 $4.27M 0.13% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,472 shares; 2025Q1: 26,490 shares; 2025Q2: 26,609 shares; 2025Q3: 25,180 shares; 2025Q4: 24,938 shares; 2026Q1: 33,392 shares 33,392 $4.15M 0.13% +8,454 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,110 shares; 2025Q1: 17,666 shares; 2025Q2: 17,113 shares; 2025Q3: 17,068 shares; 2025Q4: 17,239 shares; 2026Q1: 16,860 shares 16,860 $4.12M 0.13% -379 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,088 shares; 2025Q1: 44,702 shares; 2025Q2: 44,702 shares; 2025Q3: 44,007 shares; 2025Q4: 40,853 shares; 2026Q1: 40,339 shares 40,339 $4.01M 0.12% -514 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,673 shares; 2025Q1: 6,511 shares; 2025Q2: 6,493 shares; 2025Q3: 6,243 shares; 2025Q4: 5,728 shares; 2026Q1: 5,911 shares 5,911 $3.84M 0.12% +183 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,298 shares; 2025Q1: 11,976 shares; 2025Q2: 11,265 shares; 2025Q3: 11,378 shares; 2025Q4: 11,144 shares; 2026Q1: 11,166 shares 11,166 $3.83M 0.12% +22 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,493 shares; 2025Q1: 47,696 shares; 2025Q2: 44,330 shares; 2025Q3: 42,889 shares; 2025Q4: 40,382 shares; 2026Q1: 39,689 shares 39,689 $3.83M 0.12% -693 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,197 shares; 2025Q1: 73,453 shares; 2025Q2: 73,706 shares; 2025Q3: 69,990 shares; 2025Q4: 67,963 shares; 2026Q1: 77,648 shares 77,648 $3.79M 0.12% +9,685 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,466 shares; 2025Q1: 242,876 shares; 2025Q2: 239,188 shares; 2025Q3: 232,652 shares; 2025Q4: 232,322 shares; 2026Q1: 235,921 shares 235,921 $3.69M 0.11% +3,599 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,171 shares; 2025Q1: 22,683 shares; 2025Q2: 22,177 shares; 2025Q3: 32,990 shares; 2025Q4: 31,873 shares; 2026Q1: 66,535 shares 66,535 $3.67M 0.11% +34,662 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,967 shares; 2025Q1: 14,672 shares; 2025Q2: 17,015 shares; 2025Q3: 14,970 shares; 2025Q4: 14,561 shares; 2026Q1: 13,250 shares 13,250 $3.61M 0.11% -1,311 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,573 shares; 2025Q1: 11,142 shares; 2025Q2: 11,049 shares; 2025Q3: 10,869 shares; 2025Q4: 10,085 shares; 2026Q1: 10,883 shares 10,883 $3.55M 0.11% +798 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,903 shares; 2025Q4: 28,954 shares; 2026Q1: 31,894 shares 31,894 $3.53M 0.11% +2,940 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,094 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 37,333 shares 37,333 $3.43M 0.1% -2,667 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,582 shares; 2025Q1: 14,582 shares; 2025Q2: 14,582 shares; 2025Q3: 14,253 shares; 2025Q4: 14,243 shares; 2026Q1: 29,250 shares 29,250 $3.38M 0.1% +15,007 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,831 shares; 2025Q1: 31,416 shares; 2025Q2: 30,036 shares; 2025Q3: 33,655 shares; 2025Q4: 27,500 shares; 2026Q1: 27,738 shares 27,738 $3.35M 0.1% +238 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,880 shares 12,880 $3.31M 0.1% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,523 shares; 2025Q1: 21,050 shares; 2025Q2: 18,737 shares; 2025Q3: 18,853 shares; 2025Q4: 18,851 shares; 2026Q1: 61,221 shares 61,221 $3.31M 0.1% +42,370 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,030 shares; 2025Q1: 17,148 shares; 2025Q2: 16,439 shares; 2025Q3: 16,363 shares; 2025Q4: 16,480 shares; 2026Q1: 16,328 shares 16,328 $3.17M 0.1% -152 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,841 shares; 2025Q1: 37,738 shares; 2025Q2: 33,309 shares; 2025Q3: 30,847 shares; 2025Q4: 26,546 shares; 2026Q1: 25,915 shares 25,915 $3.14M 0.1% -631 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,219 shares; 2025Q1: 15,821 shares; 2025Q2: 10,648 shares; 2025Q3: 12,897 shares; 2025Q4: 10,014 shares; 2026Q1: 9,801 shares 9,801 $3.06M 0.09% -213 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,404 shares; 2026Q1: 123,734 shares 123,734 $3M 0.09% +86,330 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 93,476 shares; 2025Q2: 64,268 shares; 2025Q3: 103,572 shares; 2025Q4: 106,395 shares; 2026Q1: 72,643 shares 72,643 $2.91M 0.09% -33,752 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,119 shares; 2025Q1: 29,519 shares; 2025Q2: 43,186 shares; 2025Q3: 67,103 shares; 2025Q4: 71,391 shares; 2026Q1: 45,470 shares 45,470 $2.91M 0.09% -25,921 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,282 shares; 2025Q1: 12,814 shares; 2025Q2: 12,047 shares; 2025Q3: 12,159 shares; 2025Q4: 12,803 shares; 2026Q1: 11,899 shares 11,899 $2.89M 0.09% -904 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,278 shares; 2025Q1: 14,007 shares; 2025Q2: 13,335 shares; 2025Q3: 12,347 shares; 2025Q4: 12,037 shares; 2026Q1: 11,856 shares 11,856 $2.87M 0.09% -181 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,800 shares; 2025Q1: 51,634 shares; 2025Q2: 51,575 shares; 2025Q3: 46,125 shares; 2025Q4: 44,675 shares; 2026Q1: 44,008 shares 44,008 $2.87M 0.09% -667 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 6,674 shares 6,674 $2.85M 0.09% +5,477 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,303 shares 46,303 $2.83M 0.09% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,291 shares; 2025Q1: 36,467 shares; 2025Q2: 27,044 shares; 2025Q3: 23,955 shares; 2025Q4: 23,375 shares; 2026Q1: 23,108 shares 23,108 $2.76M 0.08% -267 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,321 shares; 2025Q1: 19,499 shares; 2025Q2: 18,659 shares; 2025Q3: 18,022 shares; 2025Q4: 18,178 shares; 2026Q1: 18,129 shares 18,129 $2.63M 0.08% -49 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,980 shares; 2025Q1: 67,555 shares; 2025Q2: 79,570 shares; 2025Q3: 91,645 shares; 2025Q4: 114,940 shares; 2026Q1: 135,835 shares 135,835 $2.58M 0.08% +20,895 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,197 shares; 2025Q1: 60,197 shares; 2025Q2: 60,197 shares; 2025Q3: 52,547 shares; 2025Q4: 42,366 shares; 2026Q1: 41,466 shares 41,466 $2.58M 0.08% -900 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 16,815 shares; 2025Q2: 16,815 shares; 2025Q3: 16,815 shares; 2025Q4: 17,115 shares; 2026Q1: 17,002 shares 17,002 $2.57M 0.08% -113 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,676 shares; 2025Q1: 10,623 shares; 2025Q2: 10,440 shares; 2025Q3: 10,593 shares; 2025Q4: 9,191 shares; 2026Q1: 9,011 shares 9,011 $2.56M 0.08% -180 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,098 shares 7,098 $2.53M 0.08% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,311 shares 8,311 $2.51M 0.08% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,785 shares; 2025Q1: 25,925 shares; 2025Q2: 18,601 shares; 2025Q3: 15,150 shares; 2025Q4: 9,457 shares; 2026Q1: 9,132 shares 9,132 $2.43M 0.07% -325 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,261 shares; 2025Q1: 36,291 shares; 2025Q2: 36,261 shares; 2025Q3: 36,261 shares; 2025Q4: 36,250 shares; 2026Q1: 36,261 shares 36,261 $2.41M 0.07% +11 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,972 shares; 2025Q1: 2,762 shares; 2025Q2: 2,661 shares; 2025Q3: 2,760 shares; 2025Q4: 5,760 shares; 2026Q1: 5,345 shares 5,345 $2.3M 0.07% -415 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,246 shares; 2025Q1: 10,767 shares; 2025Q2: 10,434 shares; 2025Q3: 9,903 shares; 2025Q4: 10,628 shares; 2026Q1: 10,013 shares 10,013 $2.26M 0.07% -615 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,410 shares; 2025Q1: 6,391 shares; 2025Q2: 5,846 shares; 2025Q3: 5,696 shares; 2025Q4: 5,056 shares; 2026Q1: 13,203 shares 13,203 $2.23M 0.07% +8,147 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,091 shares; 2025Q1: 73,953 shares; 2025Q2: 69,771 shares; 2025Q3: 65,129 shares; 2025Q4: 66,005 shares; 2026Q1: 50,112 shares 50,112 $2.21M 0.07% -15,893 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477,784 shares; 2025Q1: 545,453 shares; 2025Q2: 280,312 shares; 2025Q3: 196,223 shares; 2025Q4: 81,823 shares; 2026Q1: 68,307 shares 68,307 $2.19M 0.07% -13,516 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,435 shares; 2025Q1: 23,165 shares; 2025Q2: 23,216 shares; 2025Q3: 23,459 shares; 2025Q4: 23,400 shares; 2026Q1: 23,386 shares 23,386 $2.17M 0.07% -14 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,788 shares; 2025Q1: 13,845 shares; 2025Q2: 13,755 shares; 2025Q3: 13,503 shares; 2025Q4: 12,980 shares; 2026Q1: 14,163 shares 14,163 $2.16M 0.07% +1,183 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,414 shares; 2025Q1: 24,165 shares; 2025Q2: 22,497 shares; 2025Q3: 22,123 shares; 2025Q4: 21,366 shares; 2026Q1: 20,370 shares 20,370 $2.15M 0.07% -996 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,546 shares; 2025Q1: 11,615 shares; 2025Q2: 10,025 shares; 2025Q3: 15,526 shares; 2025Q4: 6,900 shares; 2026Q1: 21,855 shares 21,855 $2.15M 0.07% +14,955 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,795 shares; 2025Q1: 16,442 shares; 2025Q2: 13,862 shares; 2025Q3: 13,181 shares; 2025Q4: 15,903 shares; 2026Q1: 12,089 shares 12,089 $2.09M 0.06% -3,814 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,852 shares; 2025Q1: 151,081 shares; 2025Q2: 135,592 shares; 2025Q3: 53,867 shares; 2025Q4: 51,938 shares; 2026Q1: 50,373 shares 50,373 $2.07M 0.06% -1,565 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,477 shares; 2025Q1: 7,777 shares; 2025Q2: 7,793 shares; 2025Q3: 8,051 shares; 2025Q4: 7,804 shares; 2026Q1: 7,807 shares 7,807 $2.03M 0.06% +3 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,413 shares; 2025Q1: 15,546 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares; 2025Q4: 13,852 shares; 2026Q1: 14,761 shares 14,761 $2.01M 0.06% +909 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,005 shares; 2025Q1: 4,905 shares; 2025Q2: 4,730 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 7,571 shares 7,571 $1.98M 0.06% +2,905 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,435 shares; 2025Q1: 7,363 shares; 2025Q2: 7,324 shares; 2025Q3: 7,324 shares; 2025Q4: 7,177 shares; 2026Q1: 6,460 shares 6,460 $1.85M 0.06% -717 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 14,000 shares 14,000 $1.83M 0.06% +3,500 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,854 shares; 2025Q1: 62,774 shares; 2025Q2: 63,550 shares; 2025Q3: 63,570 shares; 2025Q4: 62,874 shares; 2026Q1: 62,878 shares 62,878 $1.82M 0.06% +4 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,347 shares; 2025Q1: 15,069 shares; 2025Q2: 14,839 shares; 2025Q3: 14,344 shares; 2025Q4: 13,965 shares; 2026Q1: 13,845 shares 13,845 $1.81M 0.06% -120 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,614 shares; 2025Q1: 12,686 shares; 2025Q2: 12,262 shares; 2025Q3: 12,069 shares; 2025Q4: 12,064 shares; 2026Q1: 11,440 shares 11,440 $1.8M 0.05% -624 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,700 shares 3,700 $1.71M 0.05% +700 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,501 shares; 2025Q1: 30,793 shares; 2025Q2: 30,205 shares; 2025Q3: 30,463 shares; 2025Q4: 30,057 shares; 2026Q1: 33,884 shares 33,884 $1.7M 0.05% +3,827 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,495 shares; 2025Q1: 6,505 shares; 2025Q2: 6,390 shares; 2025Q3: 6,259 shares; 2025Q4: 6,259 shares; 2026Q1: 7,857 shares 7,857 $1.62M 0.05% +1,598 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,839 shares; 2025Q1: 11,260 shares; 2025Q2: 10,966 shares; 2025Q3: 11,218 shares; 2025Q4: 11,042 shares; 2026Q1: 10,871 shares 10,871 $1.6M 0.05% -171 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,292 shares; 2025Q1: 59,551 shares; 2025Q2: 61,811 shares; 2025Q3: 59,496 shares; 2025Q4: 56,909 shares; 2026Q1: 56,028 shares 56,028 $1.57M 0.05% -881 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,513 shares; 2025Q1: 6,793 shares; 2025Q2: 6,637 shares; 2025Q3: 5,829 shares; 2025Q4: 5,784 shares; 2026Q1: 8,017 shares 8,017 $1.55M 0.05% +2,233 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $1.52M 0.05% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,241 shares; 2025Q1: 111,340 shares; 2025Q2: 132,207 shares; 2025Q3: 119,762 shares; 2025Q4: 122,106 shares; 2026Q1: 62,575 shares 62,575 $1.52M 0.05% -59,531 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,921 shares; 2025Q1: 15,809 shares; 2025Q2: 15,757 shares; 2025Q3: 14,211 shares; 2025Q4: 12,758 shares; 2026Q1: 12,438 shares 12,438 $1.48M 0.04% -320 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,716 shares; 2025Q1: 7,549 shares; 2025Q2: 9,443 shares; 2025Q3: 9,497 shares; 2025Q4: 10,653 shares; 2026Q1: 8,680 shares 8,680 $1.44M 0.04% -1,973 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,997 shares; 2025Q1: 10,253 shares; 2025Q2: 10,065 shares; 2025Q3: 11,883 shares; 2025Q4: 12,403 shares; 2026Q1: 10,291 shares 10,291 $1.35M 0.04% -2,112 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,096 shares; 2025Q1: 31,440 shares; 2025Q2: 29,899 shares; 2025Q3: 27,164 shares; 2025Q4: 27,364 shares; 2026Q1: 25,285 shares 25,285 $1.32M 0.04% -2,079 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,194 shares; 2025Q1: 10,829 shares; 2025Q2: 10,919 shares; 2025Q3: 10,229 shares; 2025Q4: 10,229 shares; 2026Q1: 10,184 shares 10,184 $1.31M 0.04% -45 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,443 shares; 2025Q1: 6,043 shares; 2025Q2: 6,128 shares; 2025Q3: 5,772 shares; 2025Q4: 5,764 shares; 2026Q1: 5,500 shares 5,500 $1.3M 0.04% -264 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,550 shares; 2025Q1: 6,146 shares; 2025Q2: 5,817 shares; 2025Q3: 5,566 shares; 2025Q4: 6,847 shares; 2026Q1: 5,683 shares 5,683 $1.28M 0.04% -1,164 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,334 shares; 2025Q1: 8,330 shares; 2025Q2: 8,292 shares; 2025Q3: 8,242 shares; 2025Q4: 8,228 shares; 2026Q1: 13,026 shares 13,026 $1.26M 0.04% +4,798 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,040 shares; 2025Q1: 20,260 shares; 2025Q2: 19,883 shares; 2025Q3: 19,177 shares; 2025Q4: 19,256 shares; 2026Q1: 19,026 shares 19,026 $1.26M 0.04% -230 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,779 shares; 2025Q1: 2,727 shares; 2025Q2: 2,781 shares; 2025Q3: 2,477 shares; 2025Q4: 3,777 shares; 2026Q1: 3,507 shares 3,507 $1.25M 0.04% -270 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,423 shares; 2025Q1: 2,041 shares; 2025Q2: 2,155 shares; 2025Q3: 2,134 shares; 2025Q4: 2,097 shares; 2026Q1: 2,165 shares 2,165 $1.25M 0.04% +68 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,783 shares; 2025Q1: 12,028 shares; 2025Q2: 12,028 shares; 2025Q3: 11,993 shares; 2025Q4: 11,817 shares; 2026Q1: 12,620 shares 12,620 $1.23M 0.04% +803 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,283 shares; 2025Q1: 20,582 shares; 2025Q2: 20,497 shares; 2025Q3: 16,997 shares; 2025Q4: 15,324 shares; 2026Q1: 14,959 shares 14,959 $1.17M 0.04% -365 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,973 shares; 2025Q1: 2,086 shares; 2025Q2: 2,118 shares; 2025Q3: 2,497 shares; 2025Q4: 2,537 shares; 2026Q1: 3,080 shares 3,080 $1.14M 0.03% +543 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,375 shares; 2025Q1: 20,649 shares; 2025Q2: 20,288 shares; 2025Q3: 19,178 shares; 2025Q4: 19,065 shares; 2026Q1: 18,217 shares 18,217 $1.1M 0.03% -848 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,761 shares 3,761 $1.08M 0.03% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,613 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,656 shares; 2026Q1: 3,180 shares 3,180 $1.07M 0.03% -476 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,282 shares; 2025Q3: 1,279 shares; 2025Q4: 1,450 shares; 2026Q1: 1,738 shares 1,738 $1.07M 0.03% +288 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 7,671 shares; 2025Q2: 8,541 shares; 2025Q3: 8,541 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $1.07M 0.03% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,403 shares 5,403 $1.06M 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,200 shares; 2025Q1: 6,050 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 5,850 shares; 2026Q1: 5,800 shares 5,800 $1.05M 0.03% -50 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,134 shares; 2025Q1: 10,087 shares; 2025Q2: 9,761 shares; 2025Q3: 8,662 shares; 2025Q4: 7,897 shares; 2026Q1: 8,162 shares 8,162 $1.05M 0.03% +265 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,780 shares; 2025Q1: 13,619 shares; 2025Q2: 12,482 shares; 2025Q3: 12,582 shares; 2025Q4: 12,482 shares; 2026Q1: 12,990 shares 12,990 $1.03M 0.03% +508 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,638 shares; 2025Q1: 26,988 shares; 2025Q2: 26,844 shares; 2025Q3: 26,354 shares; 2025Q4: 21,945 shares; 2026Q1: 21,915 shares 21,915 $1.02M 0.03% -30 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,670 shares; 2025Q1: 9,135 shares; 2025Q2: 8,955 shares; 2025Q3: 8,305 shares; 2025Q4: 8,305 shares; 2026Q1: 8,305 shares 8,305 $1.01M 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,760 shares 23,760 $1.01M 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,745 shares 7,745 $992K 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,343 shares; 2025Q1: 12,331 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 14,592 shares; 2026Q1: 13,520 shares 13,520 $978K 0.03% -1,072 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,187 shares 3,187 $949K 0.03% new Timeline TRINITY BK N A FT WORTH TRINITY BK N A FT WORTH More: the full row for TRINITY BK N A FT WORTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $910K 0.03% 0 IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,786 shares 9,786 $886K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 1,873 shares; 2025Q2: 1,802 shares; 2025Q3: 2,134 shares; 2025Q4: 2,578 shares; 2026Q1: 2,247 shares 2,247 $791K 0.02% -331 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,954 shares; 2025Q2: 4,754 shares; 2025Q3: 4,378 shares; 2025Q4: 3,371 shares; 2026Q1: 3,779 shares 3,779 $784K 0.02% +408 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 2,540 shares; 2025Q2: 2,580 shares; 2025Q3: 2,572 shares; 2025Q4: 2,541 shares; 2026Q1: 2,638 shares 2,638 $769K 0.02% +97 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 996 shares; 2026Q1: 1,696 shares 1,696 $754K 0.02% +700 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,546 shares; 2025Q2: 1,538 shares; 2025Q3: 1,581 shares; 2025Q4: 1,573 shares; 2026Q1: 1,590 shares 1,590 $733K 0.02% +17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,541 shares; 2025Q1: 6,541 shares; 2025Q2: 6,541 shares; 2025Q3: 6,541 shares; 2025Q4: 6,541 shares; 2026Q1: 6,371 shares 6,371 $721K 0.02% -170 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,797 shares; 2025Q1: 4,769 shares; 2025Q2: 4,741 shares; 2025Q3: 4,276 shares; 2025Q4: 2,552 shares; 2026Q1: 2,226 shares 2,226 $714K 0.02% -326 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,478 shares; 2025Q1: 29,063 shares; 2025Q2: 7,965 shares; 2025Q3: 12,060 shares; 2025Q4: 11,980 shares; 2026Q1: 11,906 shares 11,906 $711K 0.02% -74 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,320 shares 17,320 $707K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,091 shares; 2025Q2: 4,134 shares; 2025Q3: 3,702 shares; 2025Q4: 3,638 shares; 2026Q1: 4,152 shares 4,152 $683K 0.02% +514 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596,346 shares; 2025Q1: 611,727 shares; 2025Q2: 52,402 shares; 2025Q3: 20,316 shares; 2025Q4: 13,529 shares; 2026Q1: 11,704 shares 11,704 $677K 0.02% -1,825 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,954 shares; 2025Q1: 11,363 shares; 2025Q2: 9,187 shares; 2025Q3: 9,116 shares; 2025Q4: 8,939 shares; 2026Q1: 9,102 shares 9,102 $649K 0.02% +163 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 4,038 shares; 2025Q2: 4,535 shares; 2025Q3: 3,917 shares; 2025Q4: 3,422 shares; 2026Q1: 3,188 shares 3,188 $632K 0.02% -234 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,271 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares; 2025Q4: 2,668 shares; 2026Q1: 2,613 shares 2,613 $631K 0.02% -55 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 7,758 shares; 2025Q4: 11,003 shares; 2026Q1: 10,903 shares 10,903 $618K 0.02% -100 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,226 shares; 2025Q1: 2,784 shares; 2025Q2: 2,647 shares; 2025Q3: 2,648 shares; 2025Q4: 2,475 shares; 2026Q1: 2,536 shares 2,536 $616K 0.02% +61 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,801 shares; 2025Q1: 2,781 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares; 2026Q1: 2,762 shares 2,762 $598K 0.02% -1 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,939 shares 11,939 $595K 0.02% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 1,052 shares; 2025Q2: 1,073 shares; 2025Q3: 1,168 shares; 2025Q4: 1,070 shares; 2026Q1: 1,170 shares 1,170 $585K 0.02% +100 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,427 shares; 2025Q1: 7,190 shares; 2025Q2: 7,191 shares; 2025Q3: 7,191 shares; 2025Q4: 6,314 shares; 2026Q1: 6,186 shares 6,186 $581K 0.02% -128 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,021 shares 17,021 $561K 0.02% -479 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,417 shares; 2025Q1: 2,776 shares; 2025Q2: 2,571 shares; 2025Q3: 2,960 shares; 2025Q4: 2,921 shares; 2026Q1: 1,637 shares 1,637 $553K 0.02% -1,284 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $551K 0.02% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,612 shares 12,612 $535K 0.02% +612 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,017 shares; 2025Q1: 11,017 shares; 2025Q2: 11,382 shares; 2025Q3: 11,267 shares; 2025Q4: 10,967 shares; 2026Q1: 10,210 shares 10,210 $532K 0.02% -757 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $527K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434 shares; 2025Q1: 3,116 shares; 2025Q2: 3,163 shares; 2025Q3: 3,111 shares; 2025Q4: 2,163 shares; 2026Q1: 2,640 shares 2,640 $525K 0.02% +477 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,275 shares; 2025Q1: 23,275 shares; 2025Q2: 24,091 shares; 2025Q3: 23,275 shares; 2025Q4: 23,275 shares; 2026Q1: 22,975 shares 22,975 $524K 0.02% -300 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: 5,019 shares; 2025Q2: 4,824 shares; 2025Q3: 4,084 shares; 2025Q4: 4,721 shares; 2026Q1: 4,727 shares 4,727 $519K 0.02% +6 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,773 shares; 2025Q1: 50,851 shares; 2025Q2: 48,410 shares; 2025Q3: 47,436 shares; 2025Q4: 45,255 shares; 2026Q1: 44,450 shares 44,450 $513K 0.02% -805 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares; 2026Q1: 11,060 shares 11,060 $501K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,694 shares; 2025Q4: 5,044 shares; 2026Q1: 5,044 shares 5,044 $490K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,500 shares; 2025Q1: 23,210 shares; 2025Q2: 22,095 shares; 2025Q3: 18,988 shares; 2025Q4: 17,640 shares; 2026Q1: 16,650 shares 16,650 $478K 0.01% -990 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,988 shares; 2025Q1: 1,737 shares; 2025Q2: 1,458 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,727 shares 1,727 $467K 0.01% +423 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,227 shares; 2025Q1: 23,445 shares; 2025Q2: 23,445 shares; 2025Q3: 25,422 shares; 2025Q4: 25,712 shares; 2026Q1: 19,518 shares 19,518 $461K 0.01% -6,194 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,201 shares; 2025Q1: 5,463 shares; 2025Q2: 5,442 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 4,952 shares 4,952 $456K 0.01% -126 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,727 shares; 2025Q4: 2,135 shares; 2026Q1: 2,211 shares 2,211 $450K 0.01% +76 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,799 shares; 2025Q1: 6,729 shares; 2025Q2: 6,938 shares; 2025Q3: 7,819 shares; 2025Q4: 7,668 shares; 2026Q1: 5,644 shares 5,644 $444K 0.01% -2,024 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,743 shares; 2025Q4: 5,341 shares; 2026Q1: 5,151 shares 5,151 $431K 0.01% -190 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,297 shares; 2025Q1: 2,257 shares; 2025Q2: 2,334 shares; 2025Q3: 2,274 shares; 2025Q4: 2,271 shares; 2026Q1: 3,679 shares 3,679 $423K 0.01% +1,408 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares 4,097 $413K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 7,521 shares; 2025Q3: 7,487 shares; 2025Q4: 7,487 shares; 2026Q1: 7,010 shares 7,010 $404K 0.01% -477 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 421 shares; 2025Q2: 424 shares; 2025Q3: 481 shares; 2025Q4: 482 shares; 2026Q1: 467 shares 467 $395K 0.01% -15 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $389K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 732 shares; 2025Q2: 736 shares; 2025Q3: 709 shares; 2025Q4: 704 shares; 2026Q1: 696 shares 696 $374K 0.01% -8 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 3,838 shares; 2026Q1: 3,656 shares 3,656 $373K 0.01% -182 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,042 shares; 2025Q3: 1,031 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares 1,019 $371K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,532 shares; 2025Q4: 1,383 shares; 2026Q1: 1,348 shares 1,348 $360K 0.01% -35 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,125 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 3,958 shares; 2025Q4: 3,388 shares; 2026Q1: 3,343 shares 3,343 $357K 0.01% -45 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,227 shares 6,227 $354K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 993 shares 993 $339K 0.01% -1,667 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,876 shares; 2025Q1: 11,683 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 11,475 shares; 2026Q1: 11,175 shares 11,175 $339K 0.01% -300 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,673 shares 14,673 $334K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,057 shares; 2025Q1: 4,830 shares; 2025Q2: 9,440 shares; 2025Q3: 9,377 shares; 2025Q4: 9,361 shares; 2026Q1: 7,165 shares 7,165 $332K 0.01% -2,196 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,395 shares; 2025Q1: 16,329 shares; 2025Q2: 15,853 shares; 2025Q3: 15,603 shares; 2025Q4: 15,592 shares; 2026Q1: 16,556 shares 16,556 $332K 0.01% +964 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 129,663 shares; 2025Q2: 41,514 shares; 2025Q3: 27,352 shares; 2025Q4: 6,489 shares; 2026Q1: 6,492 shares 6,492 $327K 0.01% +3 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,366 shares; 2025Q1: 3,302 shares; 2025Q2: 3,165 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,140 shares 3,140 $325K 0.01% -10 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,689 shares; 2025Q1: 14,490 shares; 2025Q2: 7,692 shares; 2025Q3: 6,968 shares; 2025Q4: 7,008 shares; 2026Q1: 6,996 shares 6,996 $325K 0.01% -12 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,546 shares 10,546 $324K 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $319K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,537 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,504 shares 3,504 $317K 0.01% +67 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $317K 0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares 2,325 $315K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 299 shares; 2025Q3: 420 shares; 2025Q4: 414 shares; 2026Q1: 238 shares 238 $314K 0.01% -176 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 2,856 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares 2,756 $309K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares 73 $307K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 463 shares; 2025Q2: 480 shares; 2025Q3: 443 shares; 2025Q4: 442 shares; 2026Q1: 448 shares 448 $306K 0.01% +6 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 1,781 shares; 2026Q1: 1,784 shares 1,784 $296K 0.01% +3 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,281 shares; 2025Q1: 51,491 shares; 2025Q2: 47,720 shares; 2025Q3: 24,446 shares; 2025Q4: 1,976 shares; 2026Q1: 1,483 shares 1,483 $293K 0.01% -493 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,450 shares; 2026Q1: 2,304 shares 2,304 $291K 0.01% -146 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: 1,290 shares; 2026Q1: 1,440 shares 1,440 $285K 0.01% +150 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 882 shares; 2025Q2: 867 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 783 shares 783 $284K 0.01% +108 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $282K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $279K 0.01% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,681 shares 1,681 $276K 0.01% -19 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,253 shares; 2025Q1: 4,378 shares; 2025Q2: 4,378 shares; 2025Q3: 4,345 shares; 2025Q4: 3,938 shares; 2026Q1: 4,455 shares 4,455 $275K 0.01% +517 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,958 shares 1,958 $272K 0.01% +61 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,200 shares; 2026Q1: 4,208 shares 4,208 $272K 0.01% +8 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 2,100 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares 1,815 $264K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 2,070 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares; 2026Q1: 1,611 shares 1,611 $261K 0.01% -123 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,195 shares 3,195 $257K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,324 shares; 2025Q4: 1,518 shares; 2026Q1: 1,312 shares 1,312 $257K 0.01% -206 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,495 shares; 2025Q1: 5,432 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,424 shares; 2026Q1: 5,310 shares 5,310 $248K 0.01% -114 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,346 shares 5,346 $245K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,052 shares 1,052 $244K 0.01% +2 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,611 shares 3,611 $244K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $237K 0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 843,002 shares; 2025Q1: 884,325 shares; 2025Q2: 743,574 shares; 2025Q3: 712,183 shares; 2025Q4: 335,347 shares; 2026Q1: 9,535 shares 9,535 $236K 0.01% -325,812 Timeline RBGLY RECKITT BENCKISER-SPON ADR More: the full row for RECKITT BENCKISER-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,497 shares 17,497 $235K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,651 shares; 2025Q2: 1,571 shares; 2025Q3: 2,023 shares; 2025Q4: 2,103 shares; 2026Q1: 1,368 shares 1,368 $234K 0.01% -735 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,912 shares 3,912 $233K 0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares; 2025Q4: not reported; 2026Q1: 1,318 shares 1,318 $231K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,162 shares; 2026Q1: 583 shares 583 $228K 0.01% -579 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,254 shares; 2025Q2: 1,572 shares; 2025Q3: 858 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares 1,716 $228K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,462 shares; 2025Q1: 3,303 shares; 2025Q2: 3,271 shares; 2025Q3: 3,746 shares; 2025Q4: 3,692 shares; 2026Q1: 2,700 shares 2,700 $224K 0.01% -992 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 747 shares; 2025Q2: 736 shares; 2025Q3: 861 shares; 2025Q4: 677 shares; 2026Q1: 459 shares 459 $223K 0.01% -218 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,601 shares; 2025Q2: 6,515 shares; 2025Q3: 7,361 shares; 2025Q4: 7,358 shares; 2026Q1: 6,998 shares 6,998 $222K 0.01% -360 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,630 shares 3,630 $212K 0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $211K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,291 shares 4,291 $210K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 3,031 shares; 2025Q2: 2,966 shares; 2025Q3: 2,832 shares; 2025Q4: 2,816 shares; 2026Q1: 2,176 shares 2,176 $210K 0.01% -640 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,857 shares 2,857 $208K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,680 shares; 2025Q1: 7,245 shares; 2025Q2: 7,789 shares; 2025Q3: 9,178 shares; 2025Q4: 9,083 shares; 2026Q1: 5,278 shares 5,278 $206K 0.01% -3,805 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,131 shares 1,131 $206K 0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $205K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,360 shares; 2025Q1: 2,192 shares; 2025Q2: 2,198 shares; 2025Q3: 2,181 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares 2,122 $205K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,532 shares; 2026Q1: 4,213 shares 4,213 $203K 0.01% -319 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,970 shares; 2026Q1: 10,970 shares 10,970 $183K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,329 shares 4,329 $180K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,940 shares 1,940 $139K <0.01% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,716 shares 3,716 $134K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares 734 $132K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $121K <0.01% new Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares; 2026Q1: 10,090 shares 10,090 $110K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares 2,345 $106K <0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $106K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 774 shares 774 $102K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares 1,248 $101K <0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares 1,419 $101K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479 shares 479 $93.9K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,887 shares 17,887 $90K <0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,225 shares 1,225 $83.5K <0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385 $82.3K <0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares 1,052 $79K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 863 shares 863 $77.3K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598 shares 1,598 $73.5K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $72.9K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares 1,335 $72.3K <0.01% new Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,672 shares 2,672 $69.5K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 2,780 shares; 2026Q1: 741 shares 741 $66.8K <0.01% -2,039 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $65.5K <0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares 93 $63.3K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113 shares 1,113 $61.5K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 435 shares 435 $59K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,218 shares 2,218 $57.9K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584 shares 584 $57.1K <0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares 408 $50.7K <0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares 840 $49.7K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 431 shares 431 $48.4K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,386 shares; 2026Q1: 16,386 shares 16,386 $47.8K <0.01% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390 shares 390 $42.5K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $41.2K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417 $39.4K <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432 shares 432 $30.1K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares 259 $28.3K <0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193 $28.2K <0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $28.1K <0.01% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares 670 $27.7K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $27K <0.01% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares 632 $22.8K <0.01% new Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 511 shares 511 $21.7K <0.01% new Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703 $21.7K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163 $21.3K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $19.5K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $19.1K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264 $15.4K <0.01% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268 shares 268 $15K <0.01% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $12.1K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares 189 $10.6K <0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $10.3K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,345 shares; 2025Q1: 4,016 shares; 2025Q2: 3,649 shares; 2025Q3: 3,285 shares; 2025Q4: 2,746 shares; 2026Q1: 100 shares 100 $8.84K <0.01% -2,646 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $5.08K <0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42 $4.23K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,796 shares; 2025Q1: 2,630 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $3.42K <0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $3.18K <0.01% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $3.02K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $2.88K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $2.15K <0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $1.16K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $1.15K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $707 <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares 56 $258 <0.01% new Timeline