BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 794 shares; 2025Q2: 841 shares; 2025Q3: 245,094 shares; 2025Q4: 245,119 shares; 2026Q1: 246,476 shares 246,476 $237M 18.21% +1,357 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: 171,474 shares; 2024Q4: 169,548 shares; 2025Q1: 173,262 shares; 2025Q2: 181,824 shares; 2025Q3: 196,954 shares; 2025Q4: 197,533 shares; 2026Q1: 198,398 shares 198,398 $50.4M 3.87% +865 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,571 shares; 2024Q4: 332,975 shares; 2025Q1: 346,561 shares; 2025Q2: 355,061 shares; 2025Q3: 349,436 shares; 2025Q4: 339,048 shares; 2026Q1: 359,732 shares 359,732 $39.5M 3.03% +20,684 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,499 shares; 2024Q4: 342,716 shares; 2025Q1: 353,047 shares; 2025Q2: 371,164 shares; 2025Q3: 377,483 shares; 2025Q4: 386,590 shares; 2026Q1: 398,463 shares 398,463 $37.4M 2.87% +11,873 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 206 shares; 2025Q1: 613,926 shares; 2025Q2: 1,309,541 shares; 2025Q3: 698,520 shares; 2025Q4: 1,166,756 shares; 2026Q1: 1,329,164 shares 1,329,164 $36.8M 2.83% +162,408 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: 88,549 shares; 2024Q4: 85,684 shares; 2025Q1: 84,079 shares; 2025Q2: 82,574 shares; 2025Q3: 77,938 shares; 2025Q4: 75,060 shares; 2026Q1: 76,057 shares 76,057 $32.4M 2.49% +997 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: 48,176 shares; 2024Q4: 50,640 shares; 2025Q1: 51,913 shares; 2025Q2: 57,693 shares; 2025Q3: 63,764 shares; 2025Q4: 65,590 shares; 2026Q1: 65,558 shares 65,558 $24.3M 1.86% -32 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: 109,111 shares; 2024Q4: 109,997 shares; 2025Q1: 109,364 shares; 2025Q2: 107,795 shares; 2025Q3: 104,716 shares; 2025Q4: 103,825 shares; 2026Q1: 105,576 shares 105,576 $22.6M 1.73% +1,751 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: 97,969 shares; 2024Q4: 93,922 shares; 2025Q1: 98,727 shares; 2025Q2: 104,802 shares; 2025Q3: 125,262 shares; 2025Q4: 123,060 shares; 2026Q1: 122,881 shares 122,881 $21.4M 1.65% -179 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,681 shares; 2024Q4: 48,033 shares; 2025Q1: 52,100 shares; 2025Q2: 58,129 shares; 2025Q3: 58,082 shares; 2025Q4: 64,936 shares; 2026Q1: 68,555 shares 68,555 $20.2M 1.55% +3,619 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,518 shares; 2024Q4: 206,326 shares; 2025Q1: 215,098 shares; 2025Q2: 215,780 shares; 2025Q3: 229,225 shares; 2025Q4: 248,338 shares; 2026Q1: 257,919 shares 257,919 $20.2M 1.55% +9,581 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: 177,784 shares; 2024Q4: 205,211 shares; 2025Q1: 217,120 shares; 2025Q2: 217,528 shares; 2025Q3: 229,131 shares; 2025Q4: 243,238 shares; 2026Q1: 254,554 shares 254,554 $19.6M 1.51% +11,316 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: 21,561 shares; 2024Q4: 21,998 shares; 2025Q1: 22,885 shares; 2025Q2: 27,493 shares; 2025Q3: 27,945 shares; 2025Q4: 29,768 shares; 2026Q1: 31,204 shares 31,204 $18.6M 1.43% +1,436 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: 19,475 shares; 2024Q4: 19,628 shares; 2025Q1: 24,641 shares; 2025Q2: 24,604 shares; 2025Q3: 23,914 shares; 2025Q4: 25,038 shares; 2026Q1: 24,426 shares 24,426 $15.9M 1.22% -612 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: 127,636 shares; 2024Q4: 164,544 shares; 2025Q1: 175,464 shares; 2025Q2: 151,682 shares; 2025Q3: 154,355 shares; 2025Q4: 157,741 shares; 2026Q1: 160,317 shares 160,317 $15.6M 1.2% +2,576 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: 56,541 shares; 2024Q4: 59,604 shares; 2025Q1: 61,440 shares; 2025Q2: 67,164 shares; 2025Q3: 70,749 shares; 2025Q4: 73,345 shares; 2026Q1: 72,959 shares 72,959 $15.2M 1.17% -386 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: 35,698 shares; 2024Q4: 35,277 shares; 2025Q1: 38,237 shares; 2025Q2: 44,813 shares; 2025Q3: 47,881 shares; 2025Q4: 50,553 shares; 2026Q1: 51,070 shares 51,070 $14.7M 1.13% +517 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: 7,554 shares; 2024Q4: 99,990 shares; 2025Q1: 121,043 shares; 2025Q2: 218,241 shares; 2025Q3: 232,924 shares; 2025Q4: 241,792 shares; 2026Q1: 258,170 shares 258,170 $12.5M 0.96% +16,378 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,650 shares; 2025Q3: 238,215 shares; 2025Q4: 271,434 shares; 2026Q1: 285,805 shares 285,805 $12.1M 0.93% +14,371 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: 31,368 shares; 2024Q4: 33,022 shares; 2025Q1: 32,254 shares; 2025Q2: 39,181 shares; 2025Q3: 39,808 shares; 2025Q4: 40,100 shares; 2026Q1: 39,730 shares 39,730 $11.7M 0.9% -370 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,917 shares; 2024Q4: 27,892 shares; 2025Q1: 27,885 shares; 2025Q2: 27,619 shares; 2025Q3: 27,433 shares; 2025Q4: 27,260 shares; 2026Q1: 27,196 shares 27,196 $9.7M 0.75% -64 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,942 shares; 2024Q4: 36,252 shares; 2025Q1: 37,835 shares; 2025Q2: 38,126 shares; 2025Q3: 37,294 shares; 2025Q4: 37,721 shares; 2026Q1: 37,312 shares 37,312 $9.25M 0.71% -409 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: 56,333 shares; 2024Q4: 57,123 shares; 2025Q1: 57,583 shares; 2025Q2: 64,170 shares; 2025Q3: 63,871 shares; 2025Q4: 70,326 shares; 2026Q1: 69,354 shares 69,354 $8.62M 0.66% -972 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: 22,171 shares; 2024Q4: 23,111 shares; 2025Q1: 24,867 shares; 2025Q2: 27,535 shares; 2025Q3: 30,000 shares; 2025Q4: 30,019 shares; 2026Q1: 29,869 shares 29,869 $8.57M 0.66% -150 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: 13,148 shares; 2024Q4: 12,180 shares; 2025Q1: 12,553 shares; 2025Q2: 16,047 shares; 2025Q3: 16,035 shares; 2025Q4: 15,801 shares; 2026Q1: 18,962 shares 18,962 $8.28M 0.64% +3,161 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: 12,559 shares; 2024Q4: 12,996 shares; 2025Q1: 13,491 shares; 2025Q2: 15,011 shares; 2025Q3: 17,085 shares; 2025Q4: 17,226 shares; 2026Q1: 17,011 shares 17,011 $8.15M 0.63% -215 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $7.9M 0.61% 0 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: 29,639 shares; 2024Q4: 30,200 shares; 2025Q1: 32,824 shares; 2025Q2: 42,736 shares; 2025Q3: 45,606 shares; 2025Q4: 47,368 shares; 2026Q1: 46,388 shares 46,388 $7.87M 0.6% -980 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: 17,331 shares; 2024Q4: 17,698 shares; 2025Q1: 18,429 shares; 2025Q2: 21,791 shares; 2025Q3: 21,779 shares; 2025Q4: 22,443 shares; 2026Q1: 24,362 shares 24,362 $7.54M 0.58% +1,919 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: 16,018 shares; 2024Q4: 16,274 shares; 2025Q1: 18,534 shares; 2025Q2: 19,483 shares; 2025Q3: 19,407 shares; 2025Q4: 19,916 shares; 2026Q1: 19,761 shares 19,761 $7.35M 0.56% -155 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: 113,674 shares; 2024Q4: 117,757 shares; 2025Q1: 124,386 shares; 2025Q2: 132,650 shares; 2025Q3: 135,932 shares; 2025Q4: 136,155 shares; 2026Q1: 135,607 shares 135,607 $7.33M 0.56% -548 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: 6,392 shares; 2024Q4: 6,448 shares; 2025Q1: 6,604 shares; 2025Q2: 7,853 shares; 2025Q3: 7,769 shares; 2025Q4: 7,741 shares; 2026Q1: 7,749 shares 7,749 $7.13M 0.55% +8 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: 49,745 shares; 2024Q4: 49,560 shares; 2025Q1: 48,413 shares; 2025Q2: 47,058 shares; 2025Q3: 43,540 shares; 2025Q4: 39,840 shares; 2026Q1: 33,831 shares 33,831 $6.71M 0.52% -6,009 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,164 shares; 2024Q4: 45,376 shares; 2025Q1: 46,744 shares; 2025Q2: 59,742 shares; 2025Q3: 61,466 shares; 2025Q4: 70,578 shares; 2026Q1: 81,927 shares 81,927 $6.32M 0.49% +11,349 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: 7,095 shares; 2024Q4: 7,422 shares; 2025Q1: 10,154 shares; 2025Q2: 8,883 shares; 2025Q3: 9,673 shares; 2025Q4: 9,746 shares; 2026Q1: 9,642 shares 9,642 $6.3M 0.48% -104 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: 16,919 shares; 2024Q4: 17,313 shares; 2025Q1: 19,374 shares; 2025Q2: 28,755 shares; 2025Q3: 29,431 shares; 2025Q4: 29,314 shares; 2026Q1: 28,631 shares 28,631 $6.23M 0.48% -683 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,921 shares; 2024Q4: 61,735 shares; 2025Q1: 65,139 shares; 2025Q2: 69,836 shares; 2025Q3: 68,836 shares; 2025Q4: 68,911 shares; 2026Q1: 68,767 shares 68,767 $6.23M 0.48% -144 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: 12,781 shares; 2024Q4: 13,391 shares; 2025Q1: 14,254 shares; 2025Q2: 18,003 shares; 2025Q3: 18,141 shares; 2025Q4: 18,834 shares; 2026Q1: 19,185 shares 19,185 $5.8M 0.45% +351 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,327 shares; 2024Q4: 73,771 shares; 2025Q1: 73,310 shares; 2025Q2: 77,936 shares; 2025Q3: 65,513 shares; 2025Q4: 79,956 shares; 2026Q1: 75,600 shares 75,600 $5.62M 0.43% -4,356 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566,715 shares; 2025Q3: 547,819 shares; 2025Q4: 534,211 shares; 2026Q1: 533,168 shares 533,168 $5.56M 0.43% -1,043 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: 51,390 shares; 2024Q4: 52,741 shares; 2025Q1: 58,456 shares; 2025Q2: 65,168 shares; 2025Q3: 66,493 shares; 2025Q4: 70,361 shares; 2026Q1: 70,268 shares 70,268 $5.51M 0.42% -93 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: 29,951 shares; 2024Q4: 30,396 shares; 2025Q1: 28,664 shares; 2025Q2: 32,324 shares; 2025Q3: 34,635 shares; 2025Q4: 35,869 shares; 2026Q1: 36,547 shares 36,547 $5.41M 0.42% +678 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: 5,676 shares; 2024Q4: 5,564 shares; 2025Q1: 5,768 shares; 2025Q2: 17,453 shares; 2025Q3: 18,394 shares; 2025Q4: 19,948 shares; 2026Q1: 19,560 shares 19,560 $5.12M 0.39% -388 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,354 shares; 2025Q3: not reported; 2025Q4: 218,579 shares; 2026Q1: 218,579 shares 218,579 $5.01M 0.38% 0 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: 17,254 shares; 2024Q4: 17,510 shares; 2025Q1: 18,131 shares; 2025Q2: 18,965 shares; 2025Q3: 19,774 shares; 2025Q4: 20,733 shares; 2026Q1: 20,434 shares 20,434 $4.99M 0.38% -299 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: not reported; 2025Q4: 200,311 shares; 2026Q1: 200,311 shares 200,311 $4.49M 0.35% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 24,020 shares; 2025Q1: 23,994 shares; 2025Q2: 23,490 shares; 2025Q3: 22,738 shares; 2025Q4: 22,643 shares; 2026Q1: 22,885 shares 22,885 $4.34M 0.33% +242 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: 14,318 shares; 2024Q4: 14,480 shares; 2025Q1: 14,094 shares; 2025Q2: 25,928 shares; 2025Q3: 27,059 shares; 2025Q4: 27,237 shares; 2026Q1: 27,439 shares 27,439 $4.26M 0.33% +202 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,378 shares; 2024Q4: 36,350 shares; 2025Q1: 36,911 shares; 2025Q2: 39,106 shares; 2025Q3: 36,412 shares; 2025Q4: 63,282 shares; 2026Q1: 38,231 shares 38,231 $4.26M 0.33% -25,051 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: 35,493 shares; 2024Q4: 36,653 shares; 2025Q1: 49,181 shares; 2025Q2: 69,477 shares; 2025Q3: 69,112 shares; 2025Q4: 70,372 shares; 2026Q1: 66,287 shares 66,287 $4.25M 0.33% -4,085 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: 48,176 shares; 2024Q4: 50,114 shares; 2025Q1: 48,714 shares; 2025Q2: 50,673 shares; 2025Q3: 48,617 shares; 2025Q4: 49,459 shares; 2026Q1: 52,558 shares 52,558 $4.18M 0.32% +3,099 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: 5,706 shares; 2024Q4: 5,825 shares; 2025Q1: 6,463 shares; 2025Q2: 6,917 shares; 2025Q3: 7,156 shares; 2025Q4: 7,203 shares; 2026Q1: 7,288 shares 7,288 $4.17M 0.32% +85 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 5,219 shares; 2025Q1: 28,061 shares; 2025Q2: 29,222 shares; 2025Q3: 41,739 shares; 2025Q4: 31,739 shares; 2026Q1: 46,325 shares 46,325 $4.08M 0.31% +14,586 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: 9,601 shares; 2024Q4: 9,546 shares; 2025Q1: 10,309 shares; 2025Q2: 12,160 shares; 2025Q3: 12,363 shares; 2025Q4: 12,344 shares; 2026Q1: 12,197 shares 12,197 $4.01M 0.31% -147 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: 15,174 shares; 2024Q4: 15,240 shares; 2025Q1: 14,930 shares; 2025Q2: 17,269 shares; 2025Q3: 18,272 shares; 2025Q4: 18,976 shares; 2026Q1: 18,877 shares 18,877 $3.91M 0.3% -99 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: 5,828 shares; 2024Q4: 5,972 shares; 2025Q1: 6,267 shares; 2025Q2: 6,326 shares; 2025Q3: 6,357 shares; 2025Q4: 5,904 shares; 2026Q1: 5,492 shares 5,492 $3.89M 0.3% -412 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: 5,286 shares; 2024Q4: 7,122 shares; 2025Q1: 7,358 shares; 2025Q2: 6,556 shares; 2025Q3: 6,051 shares; 2025Q4: 6,087 shares; 2026Q1: 6,672 shares 6,672 $3.85M 0.3% +585 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: 5,270 shares; 2024Q4: 5,206 shares; 2025Q1: 5,813 shares; 2025Q2: 5,987 shares; 2025Q3: 7,535 shares; 2025Q4: 7,615 shares; 2026Q1: 7,554 shares 7,554 $3.77M 0.29% -61 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: 18,129 shares; 2024Q4: 18,698 shares; 2025Q1: 20,278 shares; 2025Q2: 25,297 shares; 2025Q3: 25,269 shares; 2025Q4: 25,537 shares; 2026Q1: 25,745 shares 25,745 $3.72M 0.29% +208 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,319 shares; 2024Q4: 12,779 shares; 2025Q1: 12,915 shares; 2025Q2: 10,886 shares; 2025Q3: 10,231 shares; 2025Q4: 10,155 shares; 2026Q1: 11,492 shares 11,492 $3.61M 0.28% +1,337 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: 9,249 shares; 2024Q4: 9,370 shares; 2025Q1: 9,696 shares; 2025Q2: 10,270 shares; 2025Q3: 10,753 shares; 2025Q4: 10,704 shares; 2026Q1: 10,694 shares 10,694 $3.23M 0.25% -10 Timeline SCHG 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: 19,377 shares; 2024Q4: 77,508 shares; 2025Q1: 77,508 shares; 2025Q2: 107,976 shares; 2025Q3: 106,551 shares; 2025Q4: 107,092 shares; 2026Q1: 109,041 shares 109,041 $3.18M 0.24% +1,949 Timeline SGOV 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: 51,253 shares; 2024Q4: 38,106 shares; 2025Q1: 19,966 shares; 2025Q2: 29,240 shares; 2025Q3: 26,849 shares; 2025Q4: 19,270 shares; 2026Q1: 31,449 shares 31,449 $3.17M 0.24% +12,179 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: 2,098 shares; 2024Q4: 2,139 shares; 2025Q1: 2,262 shares; 2025Q2: 2,780 shares; 2025Q3: 2,971 shares; 2025Q4: 3,158 shares; 2026Q1: 3,174 shares 3,174 $3.16M 0.24% +16 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: 13,616 shares; 2024Q4: 13,604 shares; 2025Q1: 14,316 shares; 2025Q2: 16,408 shares; 2025Q3: 16,465 shares; 2025Q4: 16,799 shares; 2026Q1: 16,369 shares 16,369 $3.16M 0.24% -430 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: 19,939 shares; 2024Q4: 20,118 shares; 2025Q1: 19,878 shares; 2025Q2: 24,022 shares; 2025Q3: 24,079 shares; 2025Q4: 24,966 shares; 2026Q1: 25,825 shares 25,825 $3.11M 0.24% +859 Timeline ITM 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: 58,850 shares; 2024Q4: 67,983 shares; 2025Q1: 71,769 shares; 2025Q2: 54,503 shares; 2025Q3: 57,182 shares; 2025Q4: 64,274 shares; 2026Q1: 66,760 shares 66,760 $3.1M 0.24% +2,486 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: 29,427 shares; 2024Q4: 29,376 shares; 2025Q1: 29,631 shares; 2025Q2: 31,749 shares; 2025Q3: 32,812 shares; 2025Q4: 33,696 shares; 2026Q1: 33,226 shares 33,226 $3.09M 0.24% -470 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: 19,164 shares; 2024Q4: 19,496 shares; 2025Q1: 21,583 shares; 2025Q2: 22,057 shares; 2025Q3: 21,093 shares; 2025Q4: 21,198 shares; 2026Q1: 20,676 shares 20,676 $3.04M 0.23% -522 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: 32,044 shares; 2024Q4: 32,287 shares; 2025Q1: 32,867 shares; 2025Q2: 35,481 shares; 2025Q3: 37,098 shares; 2025Q4: 38,905 shares; 2026Q1: 38,974 shares 38,974 $3.02M 0.23% +69 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: 6,729 shares; 2024Q4: 6,560 shares; 2025Q1: 8,008 shares; 2025Q2: 13,712 shares; 2025Q3: 14,228 shares; 2025Q4: 14,879 shares; 2026Q1: 15,385 shares 15,385 $3.02M 0.23% +506 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: 7,310 shares; 2024Q4: 6,603 shares; 2025Q1: 7,652 shares; 2025Q2: 8,031 shares; 2025Q3: 14,955 shares; 2025Q4: 14,969 shares; 2026Q1: 14,726 shares 14,726 $3M 0.23% -243 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: 5,377 shares; 2024Q4: 5,421 shares; 2025Q1: 5,480 shares; 2025Q2: 9,170 shares; 2025Q3: 10,504 shares; 2025Q4: 10,618 shares; 2026Q1: 10,510 shares 10,510 $2.98M 0.23% -108 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: 935 shares; 2024Q4: 936 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 895 shares; 2025Q4: 894 shares; 2026Q1: 881 shares 881 $2.98M 0.23% -13 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: 42,321 shares; 2024Q4: 56,248 shares; 2025Q1: 56,853 shares; 2025Q2: 58,263 shares; 2025Q3: 57,474 shares; 2025Q4: 59,786 shares; 2026Q1: 58,338 shares 58,338 $2.84M 0.22% -1,448 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: 16,312 shares; 2024Q4: 16,708 shares; 2025Q1: 17,974 shares; 2025Q2: 29,385 shares; 2025Q3: 29,150 shares; 2025Q4: 29,035 shares; 2026Q1: 27,640 shares 27,640 $2.84M 0.22% -1,395 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: 4,524 shares; 2024Q4: 6,695 shares; 2025Q1: 7,030 shares; 2025Q2: 10,103 shares; 2025Q3: 10,890 shares; 2025Q4: 11,216 shares; 2026Q1: 11,467 shares 11,467 $2.78M 0.21% +251 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: 7,450 shares; 2024Q4: 7,684 shares; 2025Q1: 7,499 shares; 2025Q2: 7,745 shares; 2025Q3: 7,687 shares; 2025Q4: 8,203 shares; 2026Q1: 8,508 shares 8,508 $2.77M 0.21% +305 Timeline SMLF 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: 35,930 shares; 2024Q4: 36,084 shares; 2025Q1: 36,171 shares; 2025Q2: 36,274 shares; 2025Q3: 36,381 shares; 2025Q4: 36,486 shares; 2026Q1: 36,573 shares 36,573 $2.76M 0.21% +87 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: 31,828 shares; 2024Q4: 32,156 shares; 2025Q1: 33,432 shares; 2025Q2: 35,983 shares; 2025Q3: 38,776 shares; 2025Q4: 40,326 shares; 2026Q1: 40,172 shares 40,172 $2.71M 0.21% -154 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,383 shares; 2024Q4: 39,120 shares; 2025Q1: 64,124 shares; 2025Q2: 65,167 shares; 2025Q3: 52,215 shares; 2025Q4: 65,438 shares; 2026Q1: 65,438 shares 65,438 $2.69M 0.21% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,423 shares; 2024Q4: 25,462 shares; 2025Q1: 28,061 shares; 2025Q2: 35,195 shares; 2025Q3: 35,368 shares; 2025Q4: 34,770 shares; 2026Q1: 35,368 shares 35,368 $2.69M 0.21% +598 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: 30,760 shares; 2024Q4: 33,100 shares; 2025Q1: 32,762 shares; 2025Q2: 34,168 shares; 2025Q3: 32,895 shares; 2025Q4: 34,008 shares; 2026Q1: 38,169 shares 38,169 $2.66M 0.2% +4,161 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: 13,568 shares; 2024Q4: 13,906 shares; 2025Q1: 14,284 shares; 2025Q2: 15,042 shares; 2025Q3: 15,850 shares; 2025Q4: 15,894 shares; 2026Q1: 15,911 shares 15,911 $2.62M 0.2% +17 Timeline BIL 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 58,328 shares; 2025Q2: 44,692 shares; 2025Q3: 28,983 shares; 2025Q4: 28,539 shares; 2026Q1: 28,539 shares 28,539 $2.62M 0.2% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 10,175 shares; 2025Q1: 9,715 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares; 2025Q4: 8,591 shares; 2026Q1: 8,150 shares 8,150 $2.61M 0.2% -441 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: 2,167 shares; 2024Q4: 2,369 shares; 2025Q1: 2,849 shares; 2025Q2: 4,106 shares; 2025Q3: 7,453 shares; 2025Q4: 8,442 shares; 2026Q1: 8,459 shares 8,459 $2.56M 0.2% +17 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,964 shares; 2025Q1: 9,450 shares; 2025Q2: 10,625 shares; 2025Q3: 11,098 shares; 2025Q4: 11,982 shares; 2026Q1: 11,065 shares 11,065 $2.53M 0.19% -917 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,642 shares; 2024Q4: 28,253 shares; 2025Q1: 43,253 shares; 2025Q2: 44,198 shares; 2025Q3: 44,285 shares; 2025Q4: 43,776 shares; 2026Q1: 43,801 shares 43,801 $2.5M 0.19% +25 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: 1,491 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 2,480 shares; 2025Q3: 2,798 shares; 2025Q4: 2,857 shares; 2026Q1: 2,817 shares 2,817 $2.46M 0.19% -40 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: 9,096 shares; 2024Q4: 9,178 shares; 2025Q1: 9,148 shares; 2025Q2: 9,240 shares; 2025Q3: 9,798 shares; 2025Q4: 9,714 shares; 2026Q1: 9,700 shares 9,700 $2.29M 0.18% -14 Timeline SLYG 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: 5,831 shares; 2024Q4: 11,720 shares; 2025Q1: 12,383 shares; 2025Q2: 21,371 shares; 2025Q3: 20,958 shares; 2025Q4: 23,137 shares; 2026Q1: 23,578 shares 23,578 $2.28M 0.18% +441 Timeline SHM 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: 46,796 shares; 2024Q4: 57,835 shares; 2025Q1: 58,402 shares; 2025Q2: 54,806 shares; 2025Q3: 59,067 shares; 2025Q4: 49,171 shares; 2026Q1: 47,116 shares 47,116 $2.25M 0.17% -2,055 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: 3,709 shares; 2024Q4: 3,778 shares; 2025Q1: 4,155 shares; 2025Q2: 6,782 shares; 2025Q3: 6,982 shares; 2025Q4: 7,290 shares; 2026Q1: 7,208 shares 7,208 $2.24M 0.17% -82 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: 10,486 shares; 2024Q4: 12,305 shares; 2025Q1: 12,069 shares; 2025Q2: 13,037 shares; 2025Q3: 13,159 shares; 2025Q4: 13,780 shares; 2026Q1: 13,520 shares 13,520 $2.24M 0.17% -260 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: 10,810 shares; 2024Q4: 11,026 shares; 2025Q1: 10,658 shares; 2025Q2: 15,155 shares; 2025Q3: 15,114 shares; 2025Q4: 16,061 shares; 2026Q1: 16,851 shares 16,851 $2.21M 0.17% +790 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 8,088 shares; 2025Q1: 10,275 shares; 2025Q2: 11,293 shares; 2025Q3: 12,049 shares; 2025Q4: 12,731 shares; 2026Q1: 12,772 shares 12,772 $2.14M 0.16% +41 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: 46,020 shares; 2024Q4: 46,491 shares; 2025Q1: 46,599 shares; 2025Q2: 60,769 shares; 2025Q3: 69,806 shares; 2025Q4: 73,422 shares; 2026Q1: 72,976 shares 72,976 $2.05M 0.16% -446 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,497 shares; 2024Q4: 51,986 shares; 2025Q1: 55,626 shares; 2025Q2: 54,729 shares; 2025Q3: 53,145 shares; 2025Q4: 53,606 shares; 2026Q1: 52,524 shares 52,524 $2.04M 0.16% -1,082 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: 2,188 shares; 2024Q4: 2,209 shares; 2025Q1: 2,298 shares; 2025Q2: 2,180 shares; 2025Q3: 2,304 shares; 2025Q4: 2,349 shares; 2026Q1: 2,366 shares 2,366 $2M 0.15% +17 Timeline ICF 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: 17,466 shares; 2024Q4: 17,691 shares; 2025Q1: 20,973 shares; 2025Q2: 23,009 shares; 2025Q3: 25,874 shares; 2025Q4: 29,327 shares; 2026Q1: 31,808 shares 31,808 $1.97M 0.15% +2,481 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: 4,207 shares; 2024Q4: 5,100 shares; 2025Q1: 5,238 shares; 2025Q2: 5,360 shares; 2025Q3: 5,548 shares; 2025Q4: 5,821 shares; 2026Q1: 5,711 shares 5,711 $1.95M 0.15% -110 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: 4,232 shares; 2024Q4: 11,144 shares; 2025Q1: 14,043 shares; 2025Q2: 18,248 shares; 2025Q3: 17,974 shares; 2025Q4: 20,296 shares; 2026Q1: 20,387 shares 20,387 $1.93M 0.15% +91 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,999 shares; 2024Q4: 48,856 shares; 2025Q1: 48,856 shares; 2025Q2: 50,131 shares; 2025Q3: 49,935 shares; 2025Q4: 49,935 shares; 2026Q1: 50,180 shares 50,180 $1.9M 0.15% +245 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: 3,940 shares; 2024Q4: 5,093 shares; 2025Q1: 5,170 shares; 2025Q2: 6,461 shares; 2025Q3: 6,587 shares; 2025Q4: 8,447 shares; 2026Q1: 8,705 shares 8,705 $1.89M 0.15% +258 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: 1,532 shares; 2024Q4: 1,558 shares; 2025Q1: 1,612 shares; 2025Q2: 1,681 shares; 2025Q3: 1,738 shares; 2025Q4: 17,637 shares; 2026Q1: 19,512 shares 19,512 $1.88M 0.14% +1,875 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 37,747 shares; 2025Q1: 37,747 shares; 2025Q2: 37,611 shares; 2025Q3: 37,611 shares; 2025Q4: 37,611 shares; 2026Q1: 37,611 shares 37,611 $1.86M 0.14% 0 Timeline IGE 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: 19,680 shares; 2024Q4: 20,815 shares; 2025Q1: 21,828 shares; 2025Q2: 23,852 shares; 2025Q3: 24,283 shares; 2025Q4: 25,481 shares; 2026Q1: 28,714 shares 28,714 $1.81M 0.14% +3,233 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: 2,808 shares; 2024Q4: 2,730 shares; 2025Q1: 2,830 shares; 2025Q2: 2,787 shares; 2025Q3: 3,014 shares; 2025Q4: 3,078 shares; 2026Q1: 3,094 shares 3,094 $1.74M 0.13% +16 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: 8,977 shares; 2024Q4: 26,156 shares; 2025Q1: 39,071 shares; 2025Q2: 45,217 shares; 2025Q3: 50,202 shares; 2025Q4: 54,902 shares; 2026Q1: 55,117 shares 55,117 $1.69M 0.13% +215 Timeline DFSI 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: 37,442 shares; 2024Q4: 37,676 shares; 2025Q1: 40,712 shares; 2025Q2: 41,239 shares; 2025Q3: 41,388 shares; 2025Q4: 39,277 shares; 2026Q1: 39,371 shares 39,371 $1.67M 0.13% +94 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: 3,553 shares; 2024Q4: 3,520 shares; 2025Q1: 4,032 shares; 2025Q2: 4,704 shares; 2025Q3: 4,873 shares; 2025Q4: 5,318 shares; 2026Q1: 6,814 shares 6,814 $1.66M 0.13% +1,496 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: 15,476 shares; 2024Q4: 17,506 shares; 2025Q1: 18,130 shares; 2025Q2: 25,933 shares; 2025Q3: 26,831 shares; 2025Q4: 26,750 shares; 2026Q1: 27,005 shares 27,005 $1.64M 0.13% +255 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,471 shares; 2025Q1: 11,974 shares; 2025Q2: 12,082 shares; 2025Q3: 11,975 shares; 2025Q4: 11,984 shares; 2026Q1: 11,987 shares 11,987 $1.56M 0.12% +3 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: 5,864 shares; 2024Q4: 5,971 shares; 2025Q1: 6,112 shares; 2025Q2: 7,072 shares; 2025Q3: 6,664 shares; 2025Q4: 6,821 shares; 2026Q1: 5,731 shares 5,731 $1.55M 0.12% -1,090 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: 2,563 shares; 2024Q4: 2,512 shares; 2025Q1: 2,712 shares; 2025Q2: 3,377 shares; 2025Q3: 3,997 shares; 2025Q4: 4,282 shares; 2026Q1: 4,296 shares 4,296 $1.54M 0.12% +14 Timeline DGRW 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: not reported; 2024Q4: 18,597 shares; 2025Q1: 18,597 shares; 2025Q2: 17,985 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares; 2026Q1: 17,423 shares 17,423 $1.53M 0.12% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 7,044 shares; 2025Q1: 7,667 shares; 2025Q2: 7,953 shares; 2025Q3: 9,277 shares; 2025Q4: 10,553 shares; 2026Q1: 10,387 shares 10,387 $1.52M 0.12% -166 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: 2,920 shares; 2024Q4: 4,470 shares; 2025Q1: 10,532 shares; 2025Q2: 15,942 shares; 2025Q3: 15,942 shares; 2025Q4: 15,927 shares; 2026Q1: 15,489 shares 15,489 $1.51M 0.12% -438 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: 52,998 shares; 2024Q4: 50,024 shares; 2025Q1: 52,129 shares; 2025Q2: 52,994 shares; 2025Q3: 55,762 shares; 2025Q4: 56,950 shares; 2026Q1: 51,827 shares 51,827 $1.5M 0.12% -5,123 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: 7,179 shares; 2024Q4: 6,788 shares; 2025Q1: 7,164 shares; 2025Q2: 8,204 shares; 2025Q3: 8,638 shares; 2025Q4: 9,247 shares; 2026Q1: 9,201 shares 9,201 $1.47M 0.11% -46 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,606 shares; 2025Q1: 4,562 shares; 2025Q2: 8,427 shares; 2025Q3: 4,587 shares; 2025Q4: 4,604 shares; 2026Q1: 4,526 shares 4,526 $1.46M 0.11% -78 Timeline DFUV 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: 32,833 shares; 2024Q4: 32,759 shares; 2025Q1: 35,072 shares; 2025Q2: 33,988 shares; 2025Q3: 32,161 shares; 2025Q4: 29,322 shares; 2026Q1: 29,323 shares 29,323 $1.42M 0.11% +1 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: 3,769 shares; 2024Q4: 3,731 shares; 2025Q1: 3,847 shares; 2025Q2: 4,061 shares; 2025Q3: 4,002 shares; 2025Q4: 3,997 shares; 2026Q1: 3,990 shares 3,990 $1.4M 0.11% -7 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: 2,323 shares; 2024Q4: 2,286 shares; 2025Q1: 2,422 shares; 2025Q2: 2,463 shares; 2025Q3: 2,307 shares; 2025Q4: 2,305 shares; 2026Q1: 2,303 shares 2,303 $1.39M 0.11% -2 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 20,062 shares; 2025Q1: 22,326 shares; 2025Q2: 22,326 shares; 2025Q3: 22,326 shares; 2025Q4: 19,463 shares; 2026Q1: 19,463 shares 19,463 $1.38M 0.11% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,143 shares; 2025Q1: 4,454 shares; 2025Q2: 7,325 shares; 2025Q3: 7,338 shares; 2025Q4: 7,490 shares; 2026Q1: 7,429 shares 7,429 $1.36M 0.1% -61 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,478 shares; 2024Q4: 58,491 shares; 2025Q1: 58,491 shares; 2025Q2: 59,965 shares; 2025Q3: 59,894 shares; 2025Q4: 60,001 shares; 2026Q1: 59,899 shares 59,899 $1.34M 0.1% -102 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 11,760 shares; 2025Q1: 9,481 shares; 2025Q2: 8,566 shares; 2025Q3: 8,544 shares; 2025Q4: 9,446 shares; 2026Q1: 9,185 shares 9,185 $1.33M 0.1% -261 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,534 shares; 2024Q4: 14,560 shares; 2025Q1: 14,668 shares; 2025Q2: 15,907 shares; 2025Q3: 15,719 shares; 2025Q4: 26,576 shares; 2026Q1: 26,576 shares 26,576 $1.31M 0.1% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,948 shares; 2025Q1: 11,535 shares; 2025Q2: 9,586 shares; 2025Q3: 9,544 shares; 2025Q4: 9,256 shares; 2026Q1: 9,069 shares 9,069 $1.31M 0.1% -187 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,105 shares; 2025Q1: 6,378 shares; 2025Q2: 6,212 shares; 2025Q3: 5,994 shares; 2025Q4: 6,137 shares; 2026Q1: 6,061 shares 6,061 $1.29M 0.1% -76 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: 4,469 shares; 2024Q4: 4,394 shares; 2025Q1: 4,645 shares; 2025Q2: 4,930 shares; 2025Q3: 5,111 shares; 2025Q4: 5,408 shares; 2026Q1: 5,285 shares 5,285 $1.28M 0.1% -123 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 8,756 shares; 2025Q1: 9,417 shares; 2025Q2: 9,633 shares; 2025Q3: 10,382 shares; 2025Q4: 10,633 shares; 2026Q1: 10,909 shares 10,909 $1.24M 0.1% +276 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,381 shares 47,381 $1.24M 0.1% 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: 3,064 shares; 2024Q4: 3,338 shares; 2025Q1: 3,257 shares; 2025Q2: 3,219 shares; 2025Q3: 3,197 shares; 2025Q4: 3,269 shares; 2026Q1: 3,654 shares 3,654 $1.23M 0.09% +385 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: 2,353 shares; 2024Q4: 2,603 shares; 2025Q1: 2,473 shares; 2025Q2: 3,614 shares; 2025Q3: 3,507 shares; 2025Q4: 3,613 shares; 2026Q1: 3,456 shares 3,456 $1.23M 0.09% -157 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: 11,786 shares; 2024Q4: 11,694 shares; 2025Q1: 12,323 shares; 2025Q2: 13,114 shares; 2025Q3: 12,942 shares; 2025Q4: 13,589 shares; 2026Q1: 14,598 shares 14,598 $1.16M 0.09% +1,009 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: 3,385 shares; 2024Q4: 3,332 shares; 2025Q1: 3,347 shares; 2025Q2: 3,383 shares; 2025Q3: 3,411 shares; 2025Q4: 3,358 shares; 2026Q1: 3,369 shares 3,369 $1.16M 0.09% +11 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 12,272 shares; 2025Q3: 12,272 shares; 2025Q4: 12,280 shares; 2026Q1: 12,280 shares 12,280 $1.15M 0.09% 0 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: 1,279 shares; 2024Q4: 1,286 shares; 2025Q1: 2,518 shares; 2025Q2: 2,496 shares; 2025Q3: 6,488 shares; 2025Q4: 6,525 shares; 2026Q1: 8,912 shares 8,912 $1.14M 0.09% +2,387 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,695 shares; 2025Q1: 3,690 shares; 2025Q2: 3,897 shares; 2025Q3: 6,898 shares; 2025Q4: 6,899 shares; 2026Q1: 7,736 shares 7,736 $1.13M 0.09% +837 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 14,000 shares; 2025Q1: 44,150 shares; 2025Q2: 44,150 shares; 2025Q3: 64,150 shares; 2025Q4: 44,150 shares; 2026Q1: 14,150 shares 14,150 $1.12M 0.09% -30,000 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 8,661 shares; 2025Q1: 8,781 shares; 2025Q2: 8,953 shares; 2025Q3: 8,450 shares; 2025Q4: 20,068 shares; 2026Q1: 17,850 shares 17,850 $1.09M 0.08% -2,218 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,551 shares; 2024Q4: 18,101 shares; 2025Q1: 18,196 shares; 2025Q2: 15,638 shares; 2025Q3: 14,178 shares; 2025Q4: 12,916 shares; 2026Q1: 10,860 shares 10,860 $1.09M 0.08% -2,056 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,496 shares; 2024Q4: 20,286 shares; 2025Q1: 20,339 shares; 2025Q2: 18,663 shares; 2025Q3: 12,426 shares; 2025Q4: 13,870 shares; 2026Q1: 13,805 shares 13,805 $1.09M 0.08% -65 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: 10,984 shares; 2024Q4: 10,427 shares; 2025Q1: 10,429 shares; 2025Q2: 10,431 shares; 2025Q3: 10,180 shares; 2025Q4: 9,534 shares; 2026Q1: 9,535 shares 9,535 $1.08M 0.08% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,015 shares; 2025Q1: 5,084 shares; 2025Q2: 5,130 shares; 2025Q3: 5,235 shares; 2025Q4: 5,426 shares; 2026Q1: 5,294 shares 5,294 $1.05M 0.08% -132 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: 6,207 shares; 2024Q4: 7,350 shares; 2025Q1: 7,439 shares; 2025Q2: 8,376 shares; 2025Q3: 7,916 shares; 2025Q4: 7,746 shares; 2026Q1: 7,923 shares 7,923 $1.05M 0.08% +177 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 7,406 shares; 2025Q1: 8,346 shares; 2025Q2: 8,492 shares; 2025Q3: 9,680 shares; 2025Q4: 9,903 shares; 2026Q1: 9,355 shares 9,355 $1.03M 0.08% -548 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: 15,073 shares; 2024Q4: 11,490 shares; 2025Q1: 12,928 shares; 2025Q2: 12,358 shares; 2025Q3: 12,126 shares; 2025Q4: 11,671 shares; 2026Q1: 11,614 shares 11,614 $1.03M 0.08% -57 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: 5,075 shares; 2024Q4: 5,106 shares; 2025Q1: 5,269 shares; 2025Q2: 5,382 shares; 2025Q3: 5,389 shares; 2025Q4: 5,463 shares; 2026Q1: 5,001 shares 5,001 $1.02M 0.08% -462 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: 1,673 shares; 2024Q4: 1,688 shares; 2025Q1: 1,754 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 2,189 shares; 2026Q1: 1,878 shares 1,878 $1.01M 0.08% -311 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,052 shares; 2025Q1: 1,420 shares; 2025Q2: 1,443 shares; 2025Q3: 1,450 shares; 2025Q4: 1,457 shares; 2026Q1: 1,387 shares 1,387 $1.01M 0.08% -70 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: 1,130 shares; 2024Q4: 1,099 shares; 2025Q1: 1,235 shares; 2025Q2: 3,493 shares; 2025Q3: 3,309 shares; 2025Q4: 3,310 shares; 2026Q1: 3,830 shares 3,830 $997K 0.08% +520 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,799 shares; 2025Q1: 3,975 shares; 2025Q2: 3,887 shares; 2025Q3: 3,743 shares; 2025Q4: 3,869 shares; 2026Q1: 3,944 shares 3,944 $974K 0.07% +75 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: 3,745 shares; 2024Q4: 4,524 shares; 2025Q1: 3,752 shares; 2025Q2: 3,771 shares; 2025Q3: 3,832 shares; 2025Q4: 4,313 shares; 2026Q1: 4,299 shares 4,299 $972K 0.07% -14 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,657 shares; 2025Q1: 2,730 shares; 2025Q2: 6,140 shares; 2025Q3: 6,106 shares; 2025Q4: 6,180 shares; 2026Q1: 6,212 shares 6,212 $966K 0.07% +32 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,464 shares; 2024Q4: 174,826 shares; 2025Q1: 105,703 shares; 2025Q2: 60,266 shares; 2025Q3: 52,076 shares; 2025Q4: 41,824 shares; 2026Q1: 27,884 shares 27,884 $964K 0.07% -13,940 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,872 shares; 2025Q1: 9,094 shares; 2025Q2: 9,101 shares; 2025Q3: 9,180 shares; 2025Q4: 8,692 shares; 2026Q1: 8,708 shares 8,708 $957K 0.07% +16 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: 9,773 shares; 2024Q4: 12,637 shares; 2025Q1: 13,162 shares; 2025Q2: 13,259 shares; 2025Q3: 13,922 shares; 2025Q4: 16,302 shares; 2026Q1: 14,465 shares 14,465 $955K 0.07% -1,837 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: 7,324 shares; 2024Q4: 7,803 shares; 2025Q1: 7,985 shares; 2025Q2: 7,898 shares; 2025Q3: 7,348 shares; 2025Q4: 7,226 shares; 2026Q1: 7,284 shares 7,284 $954K 0.07% +58 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: 4,482 shares; 2024Q4: 4,984 shares; 2025Q1: 5,138 shares; 2025Q2: 5,296 shares; 2025Q3: 5,135 shares; 2025Q4: 5,164 shares; 2026Q1: 6,973 shares 6,973 $948K 0.07% +1,809 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,157 shares; 2025Q1: 3,446 shares; 2025Q2: 3,460 shares; 2025Q3: 3,379 shares; 2025Q4: 3,475 shares; 2026Q1: 3,501 shares 3,501 $947K 0.07% +26 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: 20,665 shares; 2024Q4: 21,377 shares; 2025Q1: 21,372 shares; 2025Q2: 23,079 shares; 2025Q3: 23,194 shares; 2025Q4: 19,434 shares; 2026Q1: 18,848 shares 18,848 $946K 0.07% -586 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: 1,027 shares; 2024Q4: 1,026 shares; 2025Q1: 1,069 shares; 2025Q2: 1,400 shares; 2025Q3: 1,342 shares; 2025Q4: 1,380 shares; 2026Q1: 1,368 shares 1,368 $933K 0.07% -12 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: 1,602 shares; 2024Q4: 1,455 shares; 2025Q1: 1,394 shares; 2025Q2: 2,063 shares; 2025Q3: 1,823 shares; 2025Q4: 2,428 shares; 2026Q1: 2,757 shares 2,757 $932K 0.07% +329 Timeline SCHM 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: 9,247 shares; 2024Q4: 27,741 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $929K 0.07% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,626 shares; 2025Q1: 1,776 shares; 2025Q2: 1,847 shares; 2025Q3: 1,811 shares; 2025Q4: 1,797 shares; 2026Q1: 1,843 shares 1,843 $914K 0.07% +46 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 6,854 shares; 2025Q1: 5,169 shares; 2025Q2: 5,195 shares; 2025Q3: 9,578 shares; 2025Q4: 15,244 shares; 2026Q1: 15,502 shares 15,502 $911K 0.07% +258 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: 1,132 shares; 2024Q4: 1,097 shares; 2025Q1: 1,142 shares; 2025Q2: 1,136 shares; 2025Q3: 1,070 shares; 2025Q4: 861 shares; 2026Q1: 825 shares 825 $902K 0.07% -36 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 13,930 shares; 2025Q1: 13,838 shares; 2025Q2: 7,120 shares; 2025Q3: 7,120 shares; 2025Q4: 8,770 shares; 2026Q1: 7,552 shares 7,552 $895K 0.07% -1,218 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: 3,037 shares; 2024Q4: 3,053 shares; 2025Q1: 3,112 shares; 2025Q2: 3,162 shares; 2025Q3: 3,112 shares; 2025Q4: 3,143 shares; 2026Q1: 3,100 shares 3,100 $890K 0.07% -43 Timeline SCHH 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: 21,251 shares; 2024Q4: 24,534 shares; 2025Q1: 31,556 shares; 2025Q2: 37,928 shares; 2025Q3: 37,236 shares; 2025Q4: 39,766 shares; 2026Q1: 41,376 shares 41,376 $889K 0.07% +1,610 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $887K 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,153 shares; 2025Q1: 5,094 shares; 2025Q2: 6,328 shares; 2025Q3: 6,156 shares; 2025Q4: 6,296 shares; 2026Q1: 6,097 shares 6,097 $885K 0.07% -199 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: 2,523 shares; 2024Q4: 2,427 shares; 2025Q1: 2,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,484 shares; 2025Q4: 3,517 shares; 2026Q1: 3,300 shares 3,300 $880K 0.07% -217 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: 32,512 shares; 2024Q4: 32,117 shares; 2025Q1: 31,713 shares; 2025Q2: 32,064 shares; 2025Q3: 30,949 shares; 2025Q4: 23,626 shares; 2026Q1: 30,590 shares 30,590 $878K 0.07% +6,964 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 616 shares; 2025Q1: 646 shares; 2025Q2: 558 shares; 2025Q3: 573 shares; 2025Q4: 583 shares; 2026Q1: 593 shares 593 $873K 0.07% +10 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: 18,487 shares; 2024Q4: 22,176 shares; 2025Q1: 21,353 shares; 2025Q2: 25,500 shares; 2025Q3: 24,086 shares; 2025Q4: 16,806 shares; 2026Q1: 16,713 shares 16,713 $869K 0.07% -93 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: 3,693 shares; 2024Q4: 3,715 shares; 2025Q1: 4,457 shares; 2025Q2: 4,623 shares; 2025Q3: 4,587 shares; 2025Q4: 5,383 shares; 2026Q1: 5,576 shares 5,576 $852K 0.07% +193 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: 2,821 shares; 2024Q4: 2,838 shares; 2025Q1: 2,966 shares; 2025Q2: 4,375 shares; 2025Q3: 4,491 shares; 2025Q4: 4,347 shares; 2026Q1: 4,274 shares 4,274 $851K 0.07% -73 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: 5,862 shares; 2024Q4: 5,696 shares; 2025Q1: 6,066 shares; 2025Q2: 6,838 shares; 2025Q3: 6,738 shares; 2025Q4: 7,016 shares; 2026Q1: 6,451 shares 6,451 $831K 0.06% -565 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: 3,370 shares; 2024Q4: 3,480 shares; 2025Q1: 3,992 shares; 2025Q2: 4,461 shares; 2025Q3: 4,782 shares; 2025Q4: 4,227 shares; 2026Q1: 4,262 shares 4,262 $827K 0.06% +35 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: 3,911 shares; 2024Q4: 3,932 shares; 2025Q1: 3,860 shares; 2025Q2: 3,704 shares; 2025Q3: 4,052 shares; 2025Q4: 4,456 shares; 2026Q1: 4,287 shares 4,287 $813K 0.06% -169 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 18 shares; 2025Q3: 3,293 shares; 2025Q4: 3,303 shares; 2026Q1: 3,307 shares 3,307 $810K 0.06% +4 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,730 shares; 2025Q1: 1,976 shares; 2025Q2: 2,087 shares; 2025Q3: 2,142 shares; 2025Q4: 2,385 shares; 2026Q1: 2,539 shares 2,539 $808K 0.06% +154 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: 8,167 shares; 2024Q4: 8,087 shares; 2025Q1: 7,646 shares; 2025Q2: 8,065 shares; 2025Q3: 8,216 shares; 2025Q4: 8,553 shares; 2026Q1: 8,575 shares 8,575 $806K 0.06% +22 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: 1,286 shares; 2024Q4: 1,367 shares; 2025Q1: 1,129 shares; 2025Q2: 1,113 shares; 2025Q3: 1,443 shares; 2025Q4: 1,509 shares; 2026Q1: 1,454 shares 1,454 $798K 0.06% -55 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 37,550 shares; 2025Q1: 37,550 shares; 2025Q2: 40,602 shares; 2025Q3: 40,379 shares; 2025Q4: 40,859 shares; 2026Q1: 41,226 shares 41,226 $796K 0.06% +367 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: 6,037 shares; 2024Q4: 6,047 shares; 2025Q1: 5,831 shares; 2025Q2: 5,958 shares; 2025Q3: 6,111 shares; 2025Q4: 6,241 shares; 2026Q1: 6,063 shares 6,063 $794K 0.06% -178 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 32,095 shares; 2025Q1: 32,128 shares; 2025Q2: 30,975 shares; 2025Q3: 31,029 shares; 2025Q4: 30,521 shares; 2026Q1: 30,578 shares 30,578 $784K 0.06% +57 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,535 shares; 2025Q4: 15,535 shares; 2026Q1: 15,535 shares 15,535 $783K 0.06% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,886 shares; 2024Q4: 17,006 shares; 2025Q1: 11,694 shares; 2025Q2: 12,047 shares; 2025Q3: 7,057 shares; 2025Q4: 7,153 shares; 2026Q1: 7,185 shares 7,185 $778K 0.06% +32 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: 13,185 shares; 2024Q4: 11,998 shares; 2025Q1: 13,005 shares; 2025Q2: 13,933 shares; 2025Q3: 14,955 shares; 2025Q4: 18,486 shares; 2026Q1: 17,545 shares 17,545 $774K 0.06% -941 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 989 shares; 2025Q3: 1,053 shares; 2025Q4: 1,099 shares; 2026Q1: 1,214 shares 1,214 $771K 0.06% +115 Timeline SCHC 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: 16,010 shares; 2024Q4: 16,140 shares; 2025Q1: 16,311 shares; 2025Q2: 16,301 shares; 2025Q3: 16,301 shares; 2025Q4: 16,393 shares; 2026Q1: 16,393 shares 16,393 $766K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,673 shares; 2025Q1: 6,140 shares; 2025Q2: 9,994 shares; 2025Q3: 9,329 shares; 2025Q4: 9,220 shares; 2026Q1: 8,841 shares 8,841 $754K 0.06% -379 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 4,040 shares; 2025Q1: 19,434 shares; 2025Q2: 20,735 shares; 2025Q3: 18,288 shares; 2025Q4: 15,070 shares; 2026Q1: 14,943 shares 14,943 $746K 0.06% -127 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,471 shares; 2024Q4: 19,725 shares; 2025Q1: 18,962 shares; 2025Q2: 18,962 shares; 2025Q3: 18,962 shares; 2025Q4: 19,180 shares; 2026Q1: 19,180 shares 19,180 $744K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 6,924 shares; 2025Q1: 7,570 shares; 2025Q2: 7,730 shares; 2025Q3: 7,682 shares; 2025Q4: 7,613 shares; 2026Q1: 8,150 shares 8,150 $730K 0.06% +537 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: 17,522 shares; 2024Q4: 17,580 shares; 2025Q1: 17,798 shares; 2025Q2: 17,831 shares; 2025Q3: 17,434 shares; 2025Q4: 17,715 shares; 2026Q1: 17,738 shares 17,738 $728K 0.06% +23 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: 8,092 shares; 2024Q4: 7,481 shares; 2025Q1: 8,873 shares; 2025Q2: 8,910 shares; 2025Q3: 8,616 shares; 2025Q4: 6,355 shares; 2026Q1: 17,327 shares 17,327 $722K 0.06% +10,972 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: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,165 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares 1,152 $711K 0.05% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 659 shares; 2025Q1: 489 shares; 2025Q2: 453 shares; 2025Q3: 1,579 shares; 2025Q4: 1,790 shares; 2026Q1: 1,807 shares 1,807 $708K 0.05% +17 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: 8,075 shares; 2024Q4: 11,099 shares; 2025Q1: 9,189 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares; 2025Q4: 8,560 shares; 2026Q1: 9,893 shares 9,893 $704K 0.05% +1,333 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: 8,231 shares; 2024Q4: 8,341 shares; 2025Q1: 11,305 shares; 2025Q2: 10,665 shares; 2025Q3: 10,885 shares; 2025Q4: 6,581 shares; 2026Q1: 5,603 shares 5,603 $697K 0.05% -978 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: 1,946 shares; 2024Q4: 1,952 shares; 2025Q1: 1,973 shares; 2025Q2: 2,542 shares; 2025Q3: 2,545 shares; 2025Q4: 2,802 shares; 2026Q1: 2,593 shares 2,593 $690K 0.05% -209 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 26,023 shares; 2025Q1: 26,209 shares; 2025Q2: 26,470 shares; 2025Q3: 26,725 shares; 2025Q4: 29,210 shares; 2026Q1: 29,384 shares 29,384 $685K 0.05% +174 Timeline DFCF 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: 9,022 shares; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 15,882 shares; 2026Q1: 16,152 shares 16,152 $682K 0.05% +270 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: 7,362 shares; 2024Q4: 6,527 shares; 2025Q1: 6,517 shares; 2025Q2: 6,760 shares; 2025Q3: 6,487 shares; 2025Q4: 5,811 shares; 2026Q1: 5,625 shares 5,625 $682K 0.05% -186 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: 17,562 shares; 2024Q4: 11,901 shares; 2025Q1: 12,190 shares; 2025Q2: 12,259 shares; 2025Q3: 12,148 shares; 2025Q4: 12,606 shares; 2026Q1: 11,953 shares 11,953 $679K 0.05% -653 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: 10,464 shares; 2024Q4: 10,481 shares; 2025Q1: 11,367 shares; 2025Q2: 13,110 shares; 2025Q3: 12,221 shares; 2025Q4: 11,586 shares; 2026Q1: 11,724 shares 11,724 $676K 0.05% +138 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: 2,037 shares; 2024Q4: 3,454 shares; 2025Q1: 3,608 shares; 2025Q2: 3,535 shares; 2025Q3: 3,909 shares; 2025Q4: 3,883 shares; 2026Q1: 4,213 shares 4,213 $675K 0.05% +330 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: 2,038 shares; 2024Q4: 2,336 shares; 2025Q1: 2,308 shares; 2025Q2: 2,834 shares; 2025Q3: 3,245 shares; 2025Q4: 3,413 shares; 2026Q1: 2,923 shares 2,923 $672K 0.05% -490 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: 467 shares; 2024Q4: 447 shares; 2025Q1: 601 shares; 2025Q2: 654 shares; 2025Q3: 725 shares; 2025Q4: 766 shares; 2026Q1: 773 shares 773 $669K 0.05% +7 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 5,032 shares; 2026Q1: 5,032 shares 5,032 $669K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,384 shares; 2025Q1: 3,519 shares; 2025Q2: 2,554 shares; 2025Q3: 3,520 shares; 2025Q4: 3,710 shares; 2026Q1: 3,628 shares 3,628 $661K 0.05% -82 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,013 shares; 2025Q3: 11,042 shares; 2025Q4: 11,092 shares; 2026Q1: 11,107 shares 11,107 $657K 0.05% +15 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,200 shares; 2025Q1: 1,288 shares; 2025Q2: 1,440 shares; 2025Q3: 1,779 shares; 2025Q4: 2,058 shares; 2026Q1: 2,148 shares 2,148 $634K 0.05% +90 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares 3,273 $628K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,447 shares; 2025Q1: 6,549 shares; 2025Q2: 6,773 shares; 2025Q3: 6,825 shares; 2025Q4: 6,722 shares; 2026Q1: 6,495 shares 6,495 $626K 0.05% -227 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: 5,471 shares; 2024Q4: 5,671 shares; 2025Q1: 6,459 shares; 2025Q2: 6,784 shares; 2025Q3: 6,512 shares; 2025Q4: 7,024 shares; 2026Q1: 6,656 shares 6,656 $619K 0.05% -368 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: 6,531 shares; 2024Q4: 6,472 shares; 2025Q1: 6,894 shares; 2025Q2: 7,389 shares; 2025Q3: 6,922 shares; 2025Q4: 7,565 shares; 2026Q1: 7,119 shares 7,119 $617K 0.05% -446 Timeline PFF 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: 25,636 shares; 2024Q4: 25,703 shares; 2025Q1: 25,879 shares; 2025Q2: 20,437 shares; 2025Q3: 20,491 shares; 2025Q4: 20,234 shares; 2026Q1: 20,257 shares 20,257 $614K 0.05% +23 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: 1,805 shares; 2024Q4: 1,890 shares; 2025Q1: 1,853 shares; 2025Q2: 1,953 shares; 2025Q3: 1,950 shares; 2025Q4: 1,994 shares; 2026Q1: 2,104 shares 2,104 $614K 0.05% +110 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 10,271 shares; 2025Q3: 10,367 shares; 2025Q4: 10,367 shares; 2026Q1: 10,367 shares 10,367 $612K 0.05% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,953 shares; 2025Q1: 2,950 shares; 2025Q2: 3,232 shares; 2025Q3: 3,182 shares; 2025Q4: 3,111 shares; 2026Q1: 3,089 shares 3,089 $609K 0.05% -22 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 2,171 shares; 2025Q1: 2,613 shares; 2025Q2: 3,990 shares; 2025Q3: 5,048 shares; 2025Q4: 5,018 shares; 2026Q1: 4,043 shares 4,043 $608K 0.05% -975 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,621 shares; 2025Q1: 2,137 shares; 2025Q2: 5,637 shares; 2025Q3: 5,960 shares; 2025Q4: 5,671 shares; 2026Q1: 5,671 shares 5,671 $604K 0.05% 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: 1,066 shares; 2024Q4: 1,039 shares; 2025Q1: 1,173 shares; 2025Q2: 978 shares; 2025Q3: 1,290 shares; 2025Q4: 1,382 shares; 2026Q1: 1,224 shares 1,224 $602K 0.05% -158 Timeline EPS 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: not reported; 2024Q4: 8,816 shares; 2025Q1: 8,816 shares; 2025Q2: 8,816 shares; 2025Q3: 8,816 shares; 2025Q4: 8,816 shares; 2026Q1: 8,816 shares 8,816 $600K 0.05% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,298 shares; 2025Q1: 4,314 shares; 2025Q2: 4,728 shares; 2025Q3: 4,736 shares; 2025Q4: 4,763 shares; 2026Q1: 4,744 shares 4,744 $600K 0.05% -19 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,843 shares; 2025Q1: 3,010 shares; 2025Q2: 3,961 shares; 2025Q3: 4,025 shares; 2025Q4: 4,187 shares; 2026Q1: 4,719 shares 4,719 $596K 0.05% +532 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: 1,382 shares; 2024Q4: 1,499 shares; 2025Q1: 1,580 shares; 2025Q2: 1,650 shares; 2025Q3: 2,027 shares; 2025Q4: 2,618 shares; 2026Q1: 2,048 shares 2,048 $588K 0.05% -570 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,961 shares; 2025Q1: 22,863 shares; 2025Q2: 25,973 shares; 2025Q3: 25,415 shares; 2025Q4: 33,144 shares; 2026Q1: 23,421 shares 23,421 $583K 0.04% -9,723 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: 2,790 shares; 2024Q4: 3,007 shares; 2025Q1: 3,121 shares; 2025Q2: 3,916 shares; 2025Q3: 4,116 shares; 2025Q4: 4,230 shares; 2026Q1: 4,177 shares 4,177 $582K 0.04% -53 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 5,130 shares; 2025Q1: 5,551 shares; 2025Q2: 7,160 shares; 2025Q3: 7,575 shares; 2025Q4: 8,697 shares; 2026Q1: 8,092 shares 8,092 $582K 0.04% -605 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: 9,929 shares; 2024Q4: 9,383 shares; 2025Q1: 9,829 shares; 2025Q2: 11,039 shares; 2025Q3: 11,623 shares; 2025Q4: 11,409 shares; 2026Q1: 12,612 shares 12,612 $580K 0.04% +1,203 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: 485 shares; 2024Q4: 487 shares; 2025Q1: 1,164 shares; 2025Q2: 1,178 shares; 2025Q3: 1,191 shares; 2025Q4: 1,449 shares; 2026Q1: 1,212 shares 1,212 $574K 0.04% -237 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: 1,583 shares; 2024Q4: 1,598 shares; 2025Q1: 1,677 shares; 2025Q2: 1,748 shares; 2025Q3: 1,746 shares; 2025Q4: 1,784 shares; 2026Q1: 1,808 shares 1,808 $568K 0.04% +24 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: 4,063 shares; 2024Q4: 3,849 shares; 2025Q1: 4,075 shares; 2025Q2: 5,120 shares; 2025Q3: 4,045 shares; 2025Q4: 4,272 shares; 2026Q1: 4,283 shares 4,283 $566K 0.04% +11 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,461 shares; 2025Q1: 3,616 shares; 2025Q2: 3,141 shares; 2025Q3: 2,904 shares; 2025Q4: 3,171 shares; 2026Q1: 3,322 shares 3,322 $565K 0.04% +151 Timeline VWOB 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: 11,691 shares; 2024Q4: 9,414 shares; 2025Q1: 9,315 shares; 2025Q2: 9,093 shares; 2025Q3: 9,020 shares; 2025Q4: 8,979 shares; 2026Q1: 8,523 shares 8,523 $560K 0.04% -456 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,615 shares 22,615 $558K 0.04% new Timeline SCHA 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: 9,033 shares; 2024Q4: 17,921 shares; 2025Q1: 19,285 shares; 2025Q2: 19,288 shares; 2025Q3: 19,301 shares; 2025Q4: 19,111 shares; 2026Q1: 19,117 shares 19,117 $556K 0.04% +6 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: 728 shares; 2024Q4: 747 shares; 2025Q1: 850 shares; 2025Q2: 955 shares; 2025Q3: 1,090 shares; 2025Q4: 1,175 shares; 2026Q1: 1,202 shares 1,202 $554K 0.04% +27 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: 897 shares; 2024Q4: 867 shares; 2025Q1: 965 shares; 2025Q2: 988 shares; 2025Q3: 1,275 shares; 2025Q4: 1,294 shares; 2026Q1: 1,311 shares 1,311 $546K 0.04% +17 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 12,285 shares; 2025Q1: 11,512 shares; 2025Q2: 11,507 shares; 2025Q3: 11,508 shares; 2025Q4: 7,509 shares; 2026Q1: 8,747 shares 8,747 $546K 0.04% +1,238 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: 3,210 shares; 2024Q4: 3,210 shares; 2025Q1: 3,935 shares; 2025Q2: 3,151 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 2,943 shares 2,943 $542K 0.04% -24 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 5,846 shares; 2025Q2: 5,666 shares; 2025Q3: 5,054 shares; 2025Q4: 4,420 shares; 2026Q1: 4,017 shares 4,017 $541K 0.04% -403 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 626 shares; 2025Q1: 1,244 shares; 2025Q2: 1,066 shares; 2025Q3: 680 shares; 2025Q4: 5,780 shares; 2026Q1: 5,751 shares 5,751 $536K 0.04% -29 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: 4,476 shares; 2024Q4: 4,489 shares; 2025Q1: 4,684 shares; 2025Q2: 4,761 shares; 2025Q3: 5,072 shares; 2025Q4: 5,296 shares; 2026Q1: 4,081 shares 4,081 $535K 0.04% -1,215 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,995 shares; 2025Q1: 2,353 shares; 2025Q2: 2,455 shares; 2025Q3: 2,389 shares; 2025Q4: 2,448 shares; 2026Q1: 2,438 shares 2,438 $528K 0.04% -10 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: 2,314 shares; 2024Q4: 2,152 shares; 2025Q1: 2,190 shares; 2025Q2: 2,355 shares; 2025Q3: 2,172 shares; 2025Q4: 2,201 shares; 2026Q1: 2,128 shares 2,128 $517K 0.04% -73 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: 3,030 shares; 2024Q4: 2,865 shares; 2025Q1: 2,775 shares; 2025Q2: 2,906 shares; 2025Q3: 2,673 shares; 2025Q4: 2,695 shares; 2026Q1: 2,765 shares 2,765 $516K 0.04% +70 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: 1,014 shares; 2024Q4: 1,034 shares; 2025Q1: 1,190 shares; 2025Q2: 1,351 shares; 2025Q3: 1,329 shares; 2025Q4: 1,364 shares; 2026Q1: 1,205 shares 1,205 $513K 0.04% -159 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,303 shares; 2025Q1: 1,426 shares; 2025Q2: 1,575 shares; 2025Q3: 1,655 shares; 2025Q4: 1,715 shares; 2026Q1: 1,830 shares 1,830 $511K 0.04% +115 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,470 shares; 2025Q2: 2,654 shares; 2025Q3: 2,731 shares; 2025Q4: 4,408 shares; 2026Q1: 4,154 shares 4,154 $510K 0.04% -254 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 706 shares; 2025Q1: 714 shares; 2025Q2: 930 shares; 2025Q3: 1,004 shares; 2025Q4: 4,165 shares; 2026Q1: 4,872 shares 4,872 $509K 0.04% +707 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: 190 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $509K 0.04% 0 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: 4,408 shares; 2024Q4: 4,178 shares; 2025Q1: 3,940 shares; 2025Q2: 6,176 shares; 2025Q3: 6,028 shares; 2025Q4: 6,057 shares; 2026Q1: 7,870 shares 7,870 $508K 0.04% +1,813 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,558 shares; 2024Q4: 19,558 shares; 2025Q1: 18,336 shares; 2025Q2: 18,336 shares; 2025Q3: 17,075 shares; 2025Q4: 17,075 shares; 2026Q1: 14,770 shares 14,770 $502K 0.04% -2,305 Timeline LRGF 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: 6,757 shares; 2024Q4: 9,057 shares; 2025Q1: 7,721 shares; 2025Q2: 7,661 shares; 2025Q3: 7,187 shares; 2025Q4: 7,231 shares; 2026Q1: 7,594 shares 7,594 $501K 0.04% +363 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,436 shares; 2025Q1: 1,568 shares; 2025Q2: 1,715 shares; 2025Q3: 2,229 shares; 2025Q4: 2,222 shares; 2026Q1: 2,332 shares 2,332 $490K 0.04% +110 Timeline AVDV 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: 1,588 shares; 2024Q4: 5,234 shares; 2025Q1: 5,228 shares; 2025Q2: 5,221 shares; 2025Q3: 5,213 shares; 2025Q4: 5,217 shares; 2026Q1: 4,884 shares 4,884 $488K 0.04% -333 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: 40,901 shares; 2024Q4: 20,898 shares; 2025Q1: 21,036 shares; 2025Q2: 20,898 shares; 2025Q3: 40,902 shares; 2025Q4: 20,954 shares; 2026Q1: 21,101 shares 21,101 $481K 0.04% +147 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: 844 shares; 2025Q2: 2,779 shares; 2025Q3: 2,837 shares; 2025Q4: 2,806 shares; 2026Q1: 2,803 shares 2,803 $481K 0.04% -3 Timeline AVUV 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: 3,416 shares; 2024Q4: 4,829 shares; 2025Q1: 3,959 shares; 2025Q2: 3,809 shares; 2025Q3: 4,346 shares; 2025Q4: 4,347 shares; 2026Q1: 4,349 shares 4,349 $480K 0.04% +2 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: 220 shares; 2024Q4: 169 shares; 2025Q1: 223 shares; 2025Q2: 218 shares; 2025Q3: 255 shares; 2025Q4: 285 shares; 2026Q1: 357 shares 357 $472K 0.04% +72 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: 845 shares; 2024Q4: 848 shares; 2025Q1: 1,020 shares; 2025Q2: 1,224 shares; 2025Q3: 1,185 shares; 2025Q4: 1,140 shares; 2026Q1: 1,057 shares 1,057 $470K 0.04% -83 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: 3,769 shares; 2024Q4: 5,019 shares; 2025Q1: 4,476 shares; 2025Q2: 3,448 shares; 2025Q3: 3,628 shares; 2025Q4: 3,745 shares; 2026Q1: 4,080 shares 4,080 $469K 0.04% +335 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,134 shares; 2025Q1: 1,153 shares; 2025Q2: 1,186 shares; 2025Q3: 1,200 shares; 2025Q4: 1,217 shares; 2026Q1: 1,084 shares 1,084 $469K 0.04% -133 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 111 shares 111 $467K 0.04% +5 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 24,435 shares; 2025Q1: 23,152 shares; 2025Q2: 19,783 shares; 2025Q3: 18,610 shares; 2025Q4: 18,888 shares; 2026Q1: 18,882 shares 18,882 $467K 0.04% -6 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 290 shares; 2025Q1: 1,251 shares; 2025Q2: 1,184 shares; 2025Q3: 1,102 shares; 2025Q4: 1,321 shares; 2026Q1: 1,169 shares 1,169 $465K 0.04% -152 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 421 shares; 2025Q1: 504 shares; 2025Q2: 515 shares; 2025Q3: 534 shares; 2025Q4: 520 shares; 2026Q1: 516 shares 516 $462K 0.04% -4 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares; 2025Q4: 10,868 shares; 2026Q1: 9,548 shares 9,548 $460K 0.04% -1,320 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,658 shares; 2025Q1: 3,719 shares; 2025Q2: 3,571 shares; 2025Q3: 3,542 shares; 2025Q4: 3,560 shares; 2026Q1: 3,578 shares 3,578 $448K 0.03% +18 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 518 shares; 2025Q3: 573 shares; 2025Q4: 582 shares; 2026Q1: 824 shares 824 $448K 0.03% +242 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: 2,991 shares; 2024Q4: 2,203 shares; 2025Q1: 3,340 shares; 2025Q2: 4,313 shares; 2025Q3: 3,689 shares; 2025Q4: 3,726 shares; 2026Q1: 4,483 shares 4,483 $441K 0.03% +757 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,426 shares; 2026Q1: 2,426 shares 2,426 $440K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 7,652 shares; 2025Q1: 20,726 shares; 2025Q2: 20,735 shares; 2025Q3: 17,983 shares; 2025Q4: 17,629 shares; 2026Q1: 17,528 shares 17,528 $440K 0.03% -101 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: 647 shares; 2024Q4: 642 shares; 2025Q1: 723 shares; 2025Q2: 4,511 shares; 2025Q3: 4,582 shares; 2025Q4: 4,103 shares; 2026Q1: 4,096 shares 4,096 $438K 0.03% -7 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,804 shares; 2025Q1: 1,665 shares; 2025Q2: 1,585 shares; 2025Q3: 1,487 shares; 2025Q4: 1,699 shares; 2026Q1: 1,326 shares 1,326 $434K 0.03% -373 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 707 shares; 2025Q1: 737 shares; 2025Q2: 733 shares; 2025Q3: 780 shares; 2025Q4: 882 shares; 2026Q1: 992 shares 992 $430K 0.03% +110 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: 1,223 shares; 2024Q4: 1,525 shares; 2025Q1: 1,696 shares; 2025Q2: 1,565 shares; 2025Q3: 2,334 shares; 2025Q4: 2,180 shares; 2026Q1: 2,172 shares 2,172 $430K 0.03% -8 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: 4,343 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,343 shares; 2026Q1: 4,386 shares 4,386 $412K 0.03% +43 Timeline DFIV 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: 1,460 shares; 2024Q4: 8,842 shares; 2025Q1: 7,590 shares; 2025Q2: 7,590 shares; 2025Q3: 7,515 shares; 2025Q4: 7,197 shares; 2026Q1: 7,805 shares 7,805 $412K 0.03% +608 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 1,994 shares; 2025Q1: 1,956 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares; 2025Q4: 2,047 shares; 2026Q1: 1,767 shares 1,767 $404K 0.03% -280 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 1,897 shares; 2025Q1: 2,032 shares; 2025Q2: 2,284 shares; 2025Q3: 1,943 shares; 2025Q4: 2,000 shares; 2026Q1: 2,001 shares 2,001 $403K 0.03% +1 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: 1,391 shares; 2024Q4: 1,437 shares; 2025Q1: 1,578 shares; 2025Q2: 1,865 shares; 2025Q3: 1,928 shares; 2025Q4: 1,977 shares; 2026Q1: 2,034 shares 2,034 $402K 0.03% +57 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: 983 shares; 2024Q4: 997 shares; 2025Q1: 1,077 shares; 2025Q2: 1,121 shares; 2025Q3: 1,139 shares; 2025Q4: 1,188 shares; 2026Q1: 1,215 shares 1,215 $399K 0.03% +27 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 752 shares; 2025Q1: 778 shares; 2025Q2: 922 shares; 2025Q3: 893 shares; 2025Q4: 930 shares; 2026Q1: 1,011 shares 1,011 $395K 0.03% +81 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares; 2026Q1: 2,978 shares 2,978 $395K 0.03% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 934 shares; 2025Q1: 1,177 shares; 2025Q2: 1,158 shares; 2025Q3: 3,506 shares; 2025Q4: 3,533 shares; 2026Q1: 5,292 shares 5,292 $391K 0.03% +1,759 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: 2,162 shares; 2024Q4: 2,123 shares; 2025Q1: 2,190 shares; 2025Q2: 2,362 shares; 2025Q3: 2,397 shares; 2025Q4: 2,251 shares; 2026Q1: 2,245 shares 2,245 $387K 0.03% -6 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 878 shares; 2025Q1: 1,208 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 5,528 shares; 2026Q1: 5,324 shares 5,324 $387K 0.03% -204 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,393 shares; 2025Q1: 1,430 shares; 2025Q2: 1,564 shares; 2025Q3: 1,562 shares; 2025Q4: 1,458 shares; 2026Q1: 1,399 shares 1,399 $385K 0.03% -59 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,231 shares; 2025Q1: 5,289 shares; 2025Q2: 5,797 shares; 2025Q3: 5,864 shares; 2025Q4: 5,923 shares; 2026Q1: 5,920 shares 5,920 $385K 0.03% -3 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: 5,164 shares; 2024Q4: 5,026 shares; 2025Q1: 5,318 shares; 2025Q2: 4,482 shares; 2025Q3: 4,257 shares; 2025Q4: 5,418 shares; 2026Q1: 4,254 shares 4,254 $385K 0.03% -1,164 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: 3,035 shares; 2024Q4: 3,167 shares; 2025Q1: 3,290 shares; 2025Q2: 3,362 shares; 2025Q3: 3,590 shares; 2025Q4: 3,718 shares; 2026Q1: 3,496 shares 3,496 $384K 0.03% -222 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,854 shares; 2025Q1: 1,980 shares; 2025Q2: 2,048 shares; 2025Q3: 3,298 shares; 2025Q4: 3,262 shares; 2026Q1: 3,258 shares 3,258 $382K 0.03% -4 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 230 shares; 2025Q1: 241 shares; 2025Q2: 226 shares; 2025Q3: 1,980 shares; 2025Q4: 2,043 shares; 2026Q1: 2,110 shares 2,110 $380K 0.03% +67 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 329 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 378 shares; 2025Q4: 371 shares; 2026Q1: 384 shares 384 $376K 0.03% +13 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: 3,919 shares; 2024Q4: 4,174 shares; 2025Q1: 4,458 shares; 2025Q2: 4,812 shares; 2025Q3: 5,064 shares; 2025Q4: 5,416 shares; 2026Q1: 5,159 shares 5,159 $375K 0.03% -257 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 235 shares; 2025Q2: 765 shares; 2025Q3: 536 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $375K 0.03% 0 Timeline INDA 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 8,549 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $375K 0.03% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,208 shares; 2025Q1: 4,334 shares; 2025Q2: 3,622 shares; 2025Q3: 3,837 shares; 2025Q4: 3,924 shares; 2026Q1: 3,895 shares 3,895 $373K 0.03% -29 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: 858 shares; 2024Q4: 1,052 shares; 2025Q1: 1,125 shares; 2025Q2: 1,660 shares; 2025Q3: 1,430 shares; 2025Q4: 1,313 shares; 2026Q1: 1,278 shares 1,278 $371K 0.03% -35 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: 1,690 shares; 2024Q4: 1,649 shares; 2025Q1: 1,682 shares; 2025Q2: 2,138 shares; 2025Q3: 2,149 shares; 2025Q4: 2,189 shares; 2026Q1: 2,193 shares 2,193 $371K 0.03% +4 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: 1,009 shares; 2024Q4: 1,198 shares; 2025Q1: 1,540 shares; 2025Q2: 1,947 shares; 2025Q3: 1,770 shares; 2025Q4: 1,791 shares; 2026Q1: 1,750 shares 1,750 $370K 0.03% -41 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,089 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares; 2025Q4: 3,136 shares; 2026Q1: 3,011 shares 3,011 $360K 0.03% -125 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: 181 shares; 2024Q4: 2,692 shares; 2025Q1: 18,197 shares; 2025Q2: 18,207 shares; 2025Q3: 18,207 shares; 2025Q4: 18,301 shares; 2026Q1: 8,313 shares 8,313 $353K 0.03% -9,988 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: 3,453 shares; 2024Q4: 3,653 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares; 2026Q1: 3,504 shares 3,504 $353K 0.03% +51 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 222 shares; 2025Q1: 240 shares; 2025Q2: 2,551 shares; 2025Q3: 3,738 shares; 2025Q4: 3,746 shares; 2026Q1: 3,783 shares 3,783 $349K 0.03% +37 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: 5,600 shares; 2024Q4: 5,069 shares; 2025Q1: 5,104 shares; 2025Q2: 5,227 shares; 2025Q3: 4,561 shares; 2025Q4: 4,967 shares; 2026Q1: 4,846 shares 4,846 $348K 0.03% -121 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 502 shares; 2025Q1: 518 shares; 2025Q2: 1,097 shares; 2025Q3: 1,098 shares; 2025Q4: 1,062 shares; 2026Q1: 1,187 shares 1,187 $347K 0.03% +125 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,699 shares; 2025Q2: 2,725 shares; 2025Q3: 2,717 shares; 2025Q4: 2,805 shares; 2026Q1: 2,917 shares 2,917 $346K 0.03% +112 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 783 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 766 shares; 2025Q4: 721 shares; 2026Q1: 719 shares 719 $345K 0.03% -2 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: 340 shares; 2024Q4: 425 shares; 2025Q1: 438 shares; 2025Q2: 425 shares; 2025Q3: 378 shares; 2025Q4: 492 shares; 2026Q1: 494 shares 494 $345K 0.03% +2 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 9,327 shares; 2025Q2: 9,327 shares; 2025Q3: 9,327 shares; 2025Q4: 7,569 shares; 2026Q1: 7,569 shares 7,569 $344K 0.03% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 14,491 shares; 2025Q4: 14,491 shares; 2026Q1: 14,491 shares 14,491 $343K 0.03% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,408 shares; 2025Q1: 1,431 shares; 2025Q2: 1,647 shares; 2025Q3: 1,739 shares; 2025Q4: 1,771 shares; 2026Q1: 1,855 shares 1,855 $340K 0.03% +84 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 5,677 shares; 2025Q3: 5,704 shares; 2025Q4: 15,674 shares; 2026Q1: 20,670 shares 20,670 $339K 0.03% +4,996 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,039 shares; 2025Q1: 1,103 shares; 2025Q2: 1,168 shares; 2025Q3: 1,158 shares; 2025Q4: 1,200 shares; 2026Q1: 1,174 shares 1,174 $333K 0.03% -26 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: 679 shares; 2024Q4: 679 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 4,628 shares; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares 4,413 $331K 0.03% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,231 shares; 2025Q1: 1,267 shares; 2025Q2: 1,318 shares; 2025Q3: 1,332 shares; 2025Q4: 1,258 shares; 2026Q1: 1,314 shares 1,314 $329K 0.03% +56 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 853 shares; 2025Q1: 871 shares; 2025Q2: 1,606 shares; 2025Q3: 1,623 shares; 2025Q4: 2,119 shares; 2026Q1: 2,083 shares 2,083 $329K 0.03% -36 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: 907 shares; 2024Q4: 867 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 694 shares; 2025Q4: 1,002 shares; 2026Q1: 735 shares 735 $328K 0.03% -267 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: 2,541 shares; 2024Q4: 2,574 shares; 2025Q1: 2,741 shares; 2025Q2: 2,796 shares; 2025Q3: 2,811 shares; 2025Q4: 2,898 shares; 2026Q1: 2,835 shares 2,835 $327K 0.03% -63 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,288 shares; 2025Q1: 1,437 shares; 2025Q2: 1,723 shares; 2025Q3: 1,778 shares; 2025Q4: 1,473 shares; 2026Q1: 1,490 shares 1,490 $326K 0.03% +17 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 98 shares; 2025Q1: 79 shares; 2025Q2: 3,506 shares; 2025Q3: 3,533 shares; 2025Q4: 3,503 shares; 2026Q1: 3,488 shares 3,488 $326K 0.03% -15 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: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,584 shares; 2026Q1: 3,525 shares 3,525 $324K 0.02% -59 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 758 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 780 shares; 2025Q4: 813 shares; 2026Q1: 941 shares 941 $322K 0.02% +128 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 5,926 shares; 2025Q1: 6,044 shares; 2025Q2: 5,883 shares; 2025Q3: 6,009 shares; 2025Q4: 6,354 shares; 2026Q1: 6,024 shares 6,024 $322K 0.02% -330 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 1,925 shares; 2025Q1: 1,805 shares; 2025Q2: 1,537 shares; 2025Q3: 1,351 shares; 2025Q4: 1,387 shares; 2026Q1: 1,171 shares 1,171 $321K 0.02% -216 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 7,512 shares; 2025Q1: 7,347 shares; 2025Q2: 8,307 shares; 2025Q3: 8,627 shares; 2025Q4: 9,265 shares; 2026Q1: 8,614 shares 8,614 $321K 0.02% -651 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 533 shares; 2025Q2: 1,575 shares; 2025Q3: 1,550 shares; 2025Q4: 1,583 shares; 2026Q1: 1,811 shares 1,811 $320K 0.02% +228 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,698 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares; 2025Q4: 1,409 shares; 2026Q1: 2,110 shares 2,110 $319K 0.02% +701 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares 4,750 $318K 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,112 shares; 2026Q1: 1,090 shares 1,090 $316K 0.02% -22 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,992 shares; 2025Q1: 2,060 shares; 2025Q2: 2,234 shares; 2025Q3: 2,244 shares; 2025Q4: 2,292 shares; 2026Q1: 2,334 shares 2,334 $316K 0.02% +42 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,800 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 3,648 shares; 2025Q4: 3,759 shares; 2026Q1: 4,890 shares 4,890 $316K 0.02% +1,131 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 520 shares; 2025Q1: 659 shares; 2025Q2: 1,203 shares; 2025Q3: 928 shares; 2025Q4: 880 shares; 2026Q1: 807 shares 807 $313K 0.02% -73 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 104 shares; 2025Q1: 100 shares; 2025Q2: 1,299 shares; 2025Q3: 1,257 shares; 2025Q4: 1,266 shares; 2026Q1: 1,248 shares 1,248 $313K 0.02% -18 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: 502 shares; 2024Q4: 590 shares; 2025Q1: 591 shares; 2025Q2: 2,610 shares; 2025Q3: 2,630 shares; 2025Q4: 2,691 shares; 2026Q1: 2,700 shares 2,700 $313K 0.02% +9 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 4,556 shares; 2025Q4: 3,849 shares; 2026Q1: 3,428 shares 3,428 $312K 0.02% -421 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: 3,699 shares; 2024Q4: 3,505 shares; 2025Q1: 3,616 shares; 2025Q2: 5,913 shares; 2025Q3: 5,790 shares; 2025Q4: 5,464 shares; 2026Q1: 5,491 shares 5,491 $309K 0.02% +27 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,549 shares; 2026Q1: 5,359 shares 5,359 $305K 0.02% -190 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,586 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,652 shares; 2025Q4: 1,644 shares; 2026Q1: 1,602 shares 1,602 $304K 0.02% -42 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,026 shares; 2025Q1: 1,225 shares; 2025Q2: 2,034 shares; 2025Q3: 1,641 shares; 2025Q4: 1,667 shares; 2026Q1: 1,681 shares 1,681 $303K 0.02% +14 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: 2,698 shares; 2024Q4: 2,952 shares; 2025Q1: 2,925 shares; 2025Q2: 3,108 shares; 2025Q3: 3,231 shares; 2025Q4: 3,593 shares; 2026Q1: 3,613 shares 3,613 $302K 0.02% +20 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,916 shares; 2025Q1: 1,909 shares; 2025Q2: 1,934 shares; 2025Q3: 1,811 shares; 2025Q4: 1,138 shares; 2026Q1: 762 shares 762 $302K 0.02% -376 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,488 shares; 2025Q1: 1,405 shares; 2025Q2: 1,398 shares; 2025Q3: 1,447 shares; 2025Q4: 1,484 shares; 2026Q1: 1,479 shares 1,479 $302K 0.02% -5 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 805 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,214 shares 1,214 $302K 0.02% -7 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 3,900 shares 3,900 $302K 0.02% +120 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares; 2026Q1: 5,706 shares 5,706 $300K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $299K 0.02% 0 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 772 shares; 2025Q4: 619 shares; 2026Q1: 2,267 shares 2,267 $297K 0.02% +1,648 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 2,525 shares; 2025Q1: 18,840 shares; 2025Q2: 19,038 shares; 2025Q3: 18,721 shares; 2025Q4: 18,714 shares; 2026Q1: 8,397 shares 8,397 $295K 0.02% -10,317 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: 2,705 shares; 2024Q4: 2,616 shares; 2025Q1: 2,656 shares; 2025Q2: 3,167 shares; 2025Q3: 2,781 shares; 2025Q4: 2,863 shares; 2026Q1: 3,016 shares 3,016 $295K 0.02% +153 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: 1,348 shares; 2024Q4: 1,256 shares; 2025Q1: 1,184 shares; 2025Q2: 1,943 shares; 2025Q3: 1,966 shares; 2025Q4: 1,795 shares; 2026Q1: 1,832 shares 1,832 $288K 0.02% +37 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: 6,166 shares; 2024Q4: 6,715 shares; 2025Q1: 6,499 shares; 2025Q2: 6,172 shares; 2025Q3: 6,565 shares; 2025Q4: 5,902 shares; 2026Q1: 5,436 shares 5,436 $287K 0.02% -466 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,453 shares; 2025Q1: 1,433 shares; 2025Q2: 1,490 shares; 2025Q3: 3,241 shares; 2025Q4: 3,359 shares; 2026Q1: 3,381 shares 3,381 $287K 0.02% +22 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: 1,283 shares; 2024Q4: 1,516 shares; 2025Q1: 1,601 shares; 2025Q2: 1,945 shares; 2025Q3: 1,868 shares; 2025Q4: 1,986 shares; 2026Q1: 1,821 shares 1,821 $286K 0.02% -165 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 448 shares; 2025Q1: 531 shares; 2025Q2: 658 shares; 2025Q3: 1,111 shares; 2025Q4: 1,019 shares; 2026Q1: 1,000 shares 1,000 $282K 0.02% -19 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: 106 shares; 2025Q2: 1,506 shares; 2025Q3: 1,762 shares; 2025Q4: 1,733 shares; 2026Q1: 1,752 shares 1,752 $281K 0.02% +19 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,706 shares; 2025Q4: 3,714 shares; 2026Q1: 3,724 shares 3,724 $280K 0.02% +10 Timeline DLN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares; 2026Q1: 3,130 shares 3,130 $280K 0.02% -675 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: 3,168 shares; 2024Q4: 3,206 shares; 2025Q1: 3,478 shares; 2025Q2: 3,648 shares; 2025Q3: 3,668 shares; 2025Q4: 4,068 shares; 2026Q1: 3,863 shares 3,863 $280K 0.02% -205 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,749 shares; 2025Q1: 14,749 shares; 2025Q2: 14,762 shares; 2025Q3: 15,033 shares; 2025Q4: 15,043 shares; 2026Q1: 15,043 shares 15,043 $275K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 516 shares; 2025Q1: 540 shares; 2025Q2: 559 shares; 2025Q3: 725 shares; 2025Q4: 900 shares; 2026Q1: 904 shares 904 $275K 0.02% +4 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,155 shares 11,155 $275K 0.02% new 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: 1,389 shares; 2024Q4: 1,360 shares; 2025Q1: 1,470 shares; 2025Q2: 1,574 shares; 2025Q3: 1,604 shares; 2025Q4: 1,547 shares; 2026Q1: 1,616 shares 1,616 $273K 0.02% +69 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,894 shares; 2024Q4: 8,193 shares; 2025Q1: 8,093 shares; 2025Q2: 8,271 shares; 2025Q3: 8,112 shares; 2025Q4: 8,445 shares; 2026Q1: 8,105 shares 8,105 $272K 0.02% -340 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 264 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 204 shares; 2026Q1: 196 shares 196 $270K 0.02% -8 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,530 shares; 2025Q4: 2,384 shares; 2026Q1: 2,910 shares 2,910 $270K 0.02% +526 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 3,134 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,018 shares 2,018 $269K 0.02% -13 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: 1,120 shares; 2024Q4: 2,507 shares; 2025Q1: 2,046 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 2,187 shares; 2026Q1: 1,662 shares 1,662 $269K 0.02% -525 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,141 shares; 2025Q1: 3,394 shares; 2025Q2: 4,536 shares; 2025Q3: 4,323 shares; 2025Q4: 4,040 shares; 2026Q1: 4,272 shares 4,272 $268K 0.02% +232 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares; 2025Q4: 10,004 shares; 2026Q1: 10,004 shares 10,004 $266K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,214 shares; 2025Q1: 2,665 shares; 2025Q2: 3,316 shares; 2025Q3: 3,177 shares; 2025Q4: 4,705 shares; 2026Q1: 3,572 shares 3,572 $266K 0.02% -1,133 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 661 shares; 2025Q1: 627 shares; 2025Q2: 654 shares; 2025Q3: 718 shares; 2025Q4: 809 shares; 2026Q1: 771 shares 771 $266K 0.02% -38 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,477 shares; 2025Q1: 1,445 shares; 2025Q2: 1,450 shares; 2025Q3: 1,371 shares; 2025Q4: 1,367 shares; 2026Q1: 1,481 shares 1,481 $266K 0.02% +114 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: 362 shares; 2024Q4: 1,804 shares; 2025Q1: 2,183 shares; 2025Q2: 2,277 shares; 2025Q3: 2,248 shares; 2025Q4: 2,771 shares; 2026Q1: 2,354 shares 2,354 $264K 0.02% -417 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,370 shares; 2025Q1: 1,521 shares; 2025Q2: 1,581 shares; 2025Q3: 1,519 shares; 2025Q4: 1,524 shares; 2026Q1: 1,402 shares 1,402 $264K 0.02% -122 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: 2,429 shares; 2024Q4: 2,513 shares; 2025Q1: 2,626 shares; 2025Q2: 2,942 shares; 2025Q3: 3,137 shares; 2025Q4: 2,852 shares; 2026Q1: 2,708 shares 2,708 $261K 0.02% -144 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,227 shares; 2025Q1: 1,513 shares; 2025Q2: 1,420 shares; 2025Q3: 1,433 shares; 2025Q4: 1,387 shares; 2026Q1: 1,396 shares 1,396 $260K 0.02% +9 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,045 shares; 2025Q1: 2,625 shares; 2025Q2: 2,904 shares; 2025Q3: 2,956 shares; 2025Q4: 4,029 shares; 2026Q1: 3,456 shares 3,456 $260K 0.02% -573 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,053 shares; 2025Q1: 7,265 shares; 2025Q2: 8,164 shares; 2025Q3: 8,922 shares; 2025Q4: 10,198 shares; 2026Q1: 9,455 shares 9,455 $260K 0.02% -743 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 5,632 shares; 2025Q1: 5,522 shares; 2025Q2: 5,518 shares; 2025Q3: 3,868 shares; 2025Q4: 4,874 shares; 2026Q1: 4,786 shares 4,786 $259K 0.02% -88 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 539 shares; 2025Q1: 736 shares; 2025Q2: 1,099 shares; 2025Q3: 1,035 shares; 2025Q4: 1,077 shares; 2026Q1: 1,119 shares 1,119 $258K 0.02% +42 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: 58 shares; 2024Q4: 70 shares; 2025Q1: 96 shares; 2025Q2: 64 shares; 2025Q3: 316 shares; 2025Q4: 341 shares; 2026Q1: 352 shares 352 $256K 0.02% +11 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: 446 shares; 2024Q4: 307 shares; 2025Q1: 364 shares; 2025Q2: 533 shares; 2025Q3: 624 shares; 2025Q4: 610 shares; 2026Q1: 527 shares 527 $256K 0.02% -83 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,384 shares; 2025Q2: 3,151 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,556 shares 2,556 $250K 0.02% -68 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: 2,273 shares; 2024Q4: 2,216 shares; 2025Q1: 2,429 shares; 2025Q2: 3,301 shares; 2025Q3: 3,433 shares; 2025Q4: 3,567 shares; 2026Q1: 3,493 shares 3,493 $249K 0.02% -74 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 4,008 shares; 2025Q1: 3,797 shares; 2025Q2: 7,116 shares; 2025Q3: 7,335 shares; 2025Q4: 14,225 shares; 2026Q1: 14,399 shares 14,399 $248K 0.02% +174 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 13,742 shares; 2025Q1: 15,826 shares; 2025Q2: 15,195 shares; 2025Q3: 15,165 shares; 2025Q4: 15,149 shares; 2026Q1: 15,007 shares 15,007 $247K 0.02% -142 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,278 shares; 2025Q1: 1,536 shares; 2025Q2: 1,938 shares; 2025Q3: 1,438 shares; 2025Q4: 1,330 shares; 2026Q1: 1,415 shares 1,415 $245K 0.02% +85 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 206 shares; 2025Q1: 309 shares; 2025Q2: 255 shares; 2025Q3: 330 shares; 2025Q4: 569 shares; 2026Q1: 1,187 shares 1,187 $245K 0.02% +618 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: 973 shares; 2024Q4: 1,001 shares; 2025Q1: 1,136 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,329 shares; 2026Q1: 1,179 shares 1,179 $244K 0.02% -150 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 972 shares; 2025Q1: 1,353 shares; 2025Q2: 1,437 shares; 2025Q3: 1,417 shares; 2025Q4: 1,551 shares; 2026Q1: 1,672 shares 1,672 $244K 0.02% +121 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: 1,687 shares; 2024Q4: 1,682 shares; 2025Q1: 1,544 shares; 2025Q2: 1,504 shares; 2025Q3: 1,939 shares; 2025Q4: 1,744 shares; 2026Q1: 1,758 shares 1,758 $241K 0.02% +14 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: 560 shares; 2024Q4: 554 shares; 2025Q1: 619 shares; 2025Q2: 642 shares; 2025Q3: 783 shares; 2025Q4: 804 shares; 2026Q1: 751 shares 751 $241K 0.02% -53 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,487 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,787 shares 1,787 $241K 0.02% -21 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: 1,404 shares; 2024Q4: 1,586 shares; 2025Q1: 1,648 shares; 2025Q2: 2,155 shares; 2025Q3: 1,843 shares; 2025Q4: 1,694 shares; 2026Q1: 1,697 shares 1,697 $239K 0.02% +3 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 9,917 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares; 2026Q1: 7,836 shares 7,836 $239K 0.02% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,308 shares; 2025Q1: 2,328 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares 2,612 $236K 0.02% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 17,803 shares; 2025Q1: 18,319 shares; 2025Q2: 18,291 shares; 2025Q3: 18,291 shares; 2025Q4: 18,291 shares; 2026Q1: 18,255 shares 18,255 $235K 0.02% -36 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,440 shares; 2025Q1: 5,058 shares; 2025Q2: 5,753 shares; 2025Q3: 7,990 shares; 2025Q4: 8,718 shares; 2026Q1: 8,726 shares 8,726 $235K 0.02% +8 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 610 shares; 2025Q4: 1,220 shares; 2026Q1: 4,254 shares 4,254 $232K 0.02% +3,034 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: 3,001 shares; 2024Q4: 3,063 shares; 2025Q1: 3,133 shares; 2025Q2: 3,325 shares; 2025Q3: 3,350 shares; 2025Q4: 3,702 shares; 2026Q1: 4,984 shares 4,984 $232K 0.02% +1,282 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,643 shares; 2025Q1: 2,081 shares; 2025Q2: 2,019 shares; 2025Q3: 2,001 shares; 2025Q4: 2,100 shares; 2026Q1: 2,083 shares 2,083 $231K 0.02% -17 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,343 shares; 2024Q4: 8,348 shares; 2025Q1: 8,403 shares; 2025Q2: 10,058 shares; 2025Q3: 9,513 shares; 2025Q4: 7,913 shares; 2026Q1: 8,441 shares 8,441 $231K 0.02% +528 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,832 shares; 2025Q1: 3,140 shares; 2025Q2: 3,158 shares; 2025Q3: 3,199 shares; 2025Q4: 3,051 shares; 2026Q1: 2,809 shares 2,809 $228K 0.02% -242 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 3,808 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,121 shares 3,121 $228K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,069 shares; 2025Q1: 2,131 shares; 2025Q2: 2,503 shares; 2025Q3: 2,245 shares; 2025Q4: 2,802 shares; 2026Q1: 2,151 shares 2,151 $227K 0.02% -651 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: 4,417 shares; 2024Q4: 4,494 shares; 2025Q1: 5,951 shares; 2025Q2: 5,863 shares; 2025Q3: 4,315 shares; 2025Q4: 4,427 shares; 2026Q1: 4,425 shares 4,425 $227K 0.02% -2 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: 2,891 shares; 2024Q4: 3,452 shares; 2025Q1: 2,870 shares; 2025Q2: 3,167 shares; 2025Q3: 3,100 shares; 2025Q4: 3,296 shares; 2026Q1: 3,406 shares 3,406 $226K 0.02% +110 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: 7,120 shares; 2025Q2: 7,120 shares; 2025Q3: 6,346 shares; 2025Q4: 6,346 shares; 2026Q1: 6,346 shares 6,346 $225K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 198 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 827 shares 827 $225K 0.02% +519 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 240 shares; 2025Q1: 345 shares; 2025Q2: 390 shares; 2025Q3: 969 shares; 2025Q4: 977 shares; 2026Q1: 848 shares 848 $225K 0.02% -129 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 1,327 shares; 2025Q3: 1,231 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $224K 0.02% 0 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: 656 shares; 2024Q4: 1,078 shares; 2025Q1: 1,251 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,317 shares; 2026Q1: 1,074 shares 1,074 $223K 0.02% -243 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: 409 shares 409 $221K 0.02% +402 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares 5,023 $221K 0.02% 0 Timeline FAN 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: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $220K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 27,690 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 18,198 shares; 2026Q1: 2,477 shares 2,477 $219K 0.02% -15,721 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: 2,324 shares; 2024Q4: 2,342 shares; 2025Q1: 2,607 shares; 2025Q2: 2,661 shares; 2025Q3: 2,713 shares; 2025Q4: 3,383 shares; 2026Q1: 3,575 shares 3,575 $218K 0.02% +192 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,507 shares; 2025Q1: 1,644 shares; 2025Q2: 1,544 shares; 2025Q3: 1,513 shares; 2025Q4: 1,405 shares; 2026Q1: 2,007 shares 2,007 $217K 0.02% +602 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares 2,233 $216K 0.02% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,771 shares; 2025Q2: 2,060 shares; 2025Q3: 2,256 shares; 2025Q4: 1,919 shares; 2026Q1: 1,509 shares 1,509 $216K 0.02% -410 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 3,130 shares; 2025Q1: 3,445 shares; 2025Q2: 3,436 shares; 2025Q3: 3,070 shares; 2025Q4: 4,316 shares; 2026Q1: 4,286 shares 4,286 $216K 0.02% -30 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 2,409 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares; 2026Q1: 3,152 shares 3,152 $215K 0.02% +1,056 Timeline SPYM 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: not reported; 2024Q4: 2,779 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares 2,805 $215K 0.02% 0 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 10,843 shares; 2025Q1: 11,141 shares; 2025Q2: 11,106 shares; 2025Q3: 11,006 shares; 2025Q4: 11,386 shares; 2026Q1: 10,420 shares 10,420 $214K 0.02% -966 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 53 shares; 2025Q1: 74 shares; 2025Q2: 171 shares; 2025Q3: 182 shares; 2025Q4: 324 shares; 2026Q1: 774 shares 774 $212K 0.02% +450 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 734 shares; 2025Q1: 726 shares; 2025Q2: 805 shares; 2025Q3: 760 shares; 2025Q4: 855 shares; 2026Q1: 843 shares 843 $211K 0.02% -12 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 1,043 shares; 2025Q1: 618 shares; 2025Q2: 968 shares; 2025Q3: 1,657 shares; 2025Q4: 1,939 shares; 2026Q1: 1,939 shares 1,939 $211K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,084 shares; 2025Q1: 1,289 shares; 2025Q2: 4,690 shares; 2025Q3: 4,800 shares; 2025Q4: 5,280 shares; 2026Q1: 4,876 shares 4,876 $210K 0.02% -404 Timeline XME 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: 1,115 shares; 2024Q4: 1,936 shares; 2025Q1: 1,938 shares; 2025Q2: 1,941 shares; 2025Q3: 1,943 shares; 2025Q4: 1,945 shares; 2026Q1: 1,946 shares 1,946 $210K 0.02% +1 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 401 shares; 2025Q1: 447 shares; 2025Q2: 702 shares; 2025Q3: 653 shares; 2025Q4: 677 shares; 2026Q1: 717 shares 717 $210K 0.02% +40 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: 524 shares; 2024Q4: 572 shares; 2025Q1: 670 shares; 2025Q2: 719 shares; 2025Q3: 732 shares; 2025Q4: 755 shares; 2026Q1: 754 shares 754 $210K 0.02% -1 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 8,644 shares; 2025Q1: 8,706 shares; 2025Q2: 8,795 shares; 2025Q3: 8,885 shares; 2025Q4: 8,873 shares; 2026Q1: 8,935 shares 8,935 $207K 0.02% +62 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 93 shares; 2025Q1: 194 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,339 shares; 2026Q1: 2,441 shares 2,441 $207K 0.02% +102 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: 2,930 shares; 2024Q4: 2,969 shares; 2025Q1: 3,089 shares; 2025Q2: 3,197 shares; 2025Q3: 2,918 shares; 2025Q4: 3,041 shares; 2026Q1: 2,914 shares 2,914 $206K 0.02% -127 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 598 shares; 2025Q1: 699 shares; 2025Q2: 700 shares; 2025Q3: 659 shares; 2025Q4: 825 shares; 2026Q1: 1,107 shares 1,107 $205K 0.02% +282 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,531 shares; 2025Q2: 1,642 shares; 2025Q3: 1,579 shares; 2025Q4: 1,573 shares; 2026Q1: 1,701 shares 1,701 $204K 0.02% +128 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 825 shares; 2025Q1: 743 shares; 2025Q2: 797 shares; 2025Q3: 787 shares; 2025Q4: 820 shares; 2026Q1: 814 shares 814 $203K 0.02% -6 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 613 shares; 2025Q1: 676 shares; 2025Q2: 619 shares; 2025Q3: 620 shares; 2025Q4: 559 shares; 2026Q1: 565 shares 565 $203K 0.02% +6 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 95 shares; 2025Q1: 179 shares; 2025Q2: 2,242 shares; 2025Q3: 2,260 shares; 2025Q4: 3,599 shares; 2026Q1: 3,551 shares 3,551 $203K 0.02% -48 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,109 shares; 2025Q1: 4,172 shares; 2025Q2: 4,200 shares; 2025Q3: 4,033 shares; 2025Q4: 2,981 shares; 2026Q1: 3,623 shares 3,623 $202K 0.02% +642 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: 584 shares; 2024Q4: 544 shares; 2025Q1: 573 shares; 2025Q2: 554 shares; 2025Q3: 545 shares; 2025Q4: 554 shares; 2026Q1: 555 shares 555 $202K 0.02% +1 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares 3,005 $201K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 7,463 shares; 2025Q1: 7,463 shares; 2025Q2: 7,131 shares; 2025Q3: 5,757 shares; 2025Q4: 3,780 shares; 2026Q1: 3,773 shares 3,773 $201K 0.02% -7 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 351 shares; 2025Q1: 387 shares; 2025Q2: 517 shares; 2025Q3: 562 shares; 2025Q4: 555 shares; 2026Q1: 455 shares 455 $198K 0.02% -100 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,321 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares 1,272 $197K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,431 shares; 2025Q1: 1,576 shares; 2025Q2: 1,688 shares; 2025Q3: 1,968 shares; 2025Q4: 5,810 shares; 2026Q1: 3,936 shares 3,936 $197K 0.02% -1,874 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares; 2026Q1: 1,687 shares 1,687 $195K 0.01% +1 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 3,706 shares; 2025Q1: 3,915 shares; 2025Q2: 4,134 shares; 2025Q3: 3,859 shares; 2025Q4: 3,651 shares; 2026Q1: 3,722 shares 3,722 $195K 0.01% +71 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 120 shares; 2025Q1: 260 shares; 2025Q2: 2,045 shares; 2025Q3: 2,038 shares; 2025Q4: 2,034 shares; 2026Q1: 2,090 shares 2,090 $193K 0.01% +56 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 124 shares; 2025Q2: 1,252 shares; 2025Q3: 1,803 shares; 2025Q4: 1,840 shares; 2026Q1: 1,786 shares 1,786 $192K 0.01% -54 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,018 shares; 2025Q1: 1,708 shares; 2025Q2: 2,495 shares; 2025Q3: 2,260 shares; 2025Q4: 2,215 shares; 2026Q1: 2,046 shares 2,046 $191K 0.01% -169 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: 497 shares; 2024Q4: 537 shares; 2025Q1: 669 shares; 2025Q2: 664 shares; 2025Q3: 693 shares; 2025Q4: 892 shares; 2026Q1: 912 shares 912 $191K 0.01% +20 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,635 shares; 2025Q4: 3,635 shares; 2026Q1: 3,635 shares 3,635 $190K 0.01% 0 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: 1,070 shares; 2024Q4: 1,153 shares; 2025Q1: 1,137 shares; 2025Q2: 1,731 shares; 2025Q3: 1,675 shares; 2025Q4: 1,515 shares; 2026Q1: 1,679 shares 1,679 $190K 0.01% +164 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,135 shares; 2025Q1: 1,269 shares; 2025Q2: 896 shares; 2025Q3: 963 shares; 2025Q4: 935 shares; 2026Q1: 1,262 shares 1,262 $189K 0.01% +327 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,367 shares; 2025Q1: 4,415 shares; 2025Q2: 4,458 shares; 2025Q3: 4,555 shares; 2025Q4: 5,222 shares; 2026Q1: 3,844 shares 3,844 $188K 0.01% -1,378 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 531 shares; 2025Q1: 543 shares; 2025Q2: 582 shares; 2025Q3: 557 shares; 2025Q4: 596 shares; 2026Q1: 547 shares 547 $187K 0.01% -49 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 812 shares; 2025Q1: 813 shares; 2025Q2: 829 shares; 2025Q3: 862 shares; 2025Q4: 931 shares; 2026Q1: 914 shares 914 $186K 0.01% -17 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 318 shares; 2025Q1: 607 shares; 2025Q2: 713 shares; 2025Q3: 697 shares; 2025Q4: 881 shares; 2026Q1: 940 shares 940 $184K 0.01% +59 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: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $183K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 1,266 shares; 2026Q1: 849 shares 849 $183K 0.01% -417 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $181K 0.01% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,365 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares; 2026Q1: 2,465 shares 2,465 $180K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 316 shares; 2025Q1: 318 shares; 2025Q2: 1,961 shares; 2025Q3: 1,970 shares; 2025Q4: 2,040 shares; 2026Q1: 2,118 shares 2,118 $180K 0.01% +78 Timeline SPAB 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: 6,971 shares; 2024Q4: 6,980 shares; 2025Q1: 6,985 shares; 2025Q2: 6,993 shares; 2025Q3: 7,000 shares; 2025Q4: 7,010 shares; 2026Q1: 7,015 shares 7,015 $180K 0.01% +5 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 815 shares; 2025Q1: 1,243 shares; 2025Q2: 1,265 shares; 2025Q3: 1,208 shares; 2025Q4: 1,432 shares; 2026Q1: 2,206 shares 2,206 $178K 0.01% +774 Timeline DFAE 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: 389 shares; 2024Q4: 391 shares; 2025Q1: 2,222 shares; 2025Q2: 2,225 shares; 2025Q3: 2,228 shares; 2025Q4: 5,626 shares; 2026Q1: 5,251 shares 5,251 $178K 0.01% -375 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: 4,064 shares; 2024Q4: 4,043 shares; 2025Q1: 3,847 shares; 2025Q2: 4,503 shares; 2025Q3: 4,300 shares; 2025Q4: 2,700 shares; 2026Q1: 2,833 shares 2,833 $177K 0.01% +133 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 156 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 171 shares; 2025Q4: 178 shares; 2026Q1: 153 shares 153 $177K 0.01% -25 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 54 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,966 shares; 2026Q1: 3,108 shares 3,108 $177K 0.01% +142 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 662 shares; 2025Q2: 823 shares; 2025Q3: 536 shares; 2025Q4: 504 shares; 2026Q1: 433 shares 433 $176K 0.01% -71 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 915 shares; 2025Q1: 1,008 shares; 2025Q2: 1,041 shares; 2025Q3: 1,180 shares; 2025Q4: 996 shares; 2026Q1: 1,009 shares 1,009 $174K 0.01% +13 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,350 shares; 2025Q1: 1,168 shares; 2025Q2: 4,098 shares; 2025Q3: 4,831 shares; 2025Q4: 5,457 shares; 2026Q1: 5,293 shares 5,293 $173K 0.01% -164 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,275 shares; 2026Q1: 3,284 shares 3,284 $173K 0.01% +9 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 533 shares; 2025Q3: 580 shares; 2025Q4: 613 shares; 2026Q1: 2,344 shares 2,344 $173K 0.01% +1,731 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 3,754 shares; 2025Q1: 1,443 shares; 2025Q2: 1,444 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $173K 0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 6,361 shares; 2025Q1: 6,615 shares; 2025Q2: 6,921 shares; 2025Q3: 6,535 shares; 2025Q4: 6,820 shares; 2026Q1: 6,525 shares 6,525 $173K 0.01% -295 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,720 shares; 2025Q1: 1,921 shares; 2025Q2: 1,840 shares; 2025Q3: 1,800 shares; 2025Q4: 1,985 shares; 2026Q1: 2,082 shares 2,082 $172K 0.01% +97 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 4,324 shares; 2025Q1: 4,538 shares; 2025Q2: 4,431 shares; 2025Q3: 4,466 shares; 2025Q4: 4,560 shares; 2026Q1: 4,256 shares 4,256 $172K 0.01% -304 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: 2,494 shares; 2024Q4: 3,854 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares; 2026Q1: 2,501 shares 2,501 $171K 0.01% +7 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: 5,022 shares; 2024Q4: 1,631 shares; 2025Q1: 2,041 shares; 2025Q2: 4,251 shares; 2025Q3: 4,129 shares; 2025Q4: 3,791 shares; 2026Q1: 3,659 shares 3,659 $170K 0.01% -132 Timeline CRBN 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $169K 0.01% 0 Timeline AVLV 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: 1,857 shares; 2024Q4: 2,681 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,836 shares; 2025Q4: 2,024 shares; 2026Q1: 2,092 shares 2,092 $169K 0.01% +68 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 75 shares; 2025Q1: 287 shares; 2025Q2: 6,519 shares; 2025Q3: 6,519 shares; 2025Q4: 6,633 shares; 2026Q1: 6,799 shares 6,799 $168K 0.01% +166 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: 444 shares; 2024Q4: 468 shares; 2025Q1: 535 shares; 2025Q2: 570 shares; 2025Q3: 629 shares; 2025Q4: 803 shares; 2026Q1: 773 shares 773 $167K 0.01% -30 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 1,981 shares; 2025Q1: 2,192 shares; 2025Q2: 2,155 shares; 2025Q3: 2,201 shares; 2025Q4: 2,242 shares; 2026Q1: 2,264 shares 2,264 $165K 0.01% +22 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 6,393 shares; 2025Q1: 6,980 shares; 2025Q2: 7,056 shares; 2025Q3: 6,741 shares; 2025Q4: 6,830 shares; 2026Q1: 6,830 shares 6,830 $164K 0.01% 0 Timeline