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: not loaded; 2024Q4: 57,259 shares; 2025Q1: 54,869 shares; 2025Q2: 54,396 shares; 2025Q3: 56,547 shares; 2025Q4: 53,032 shares; 2026Q1: 53,726 shares 53,726 $35.1M 4.6% +694 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: not loaded; 2024Q4: 133,888 shares; 2025Q1: 133,678 shares; 2025Q2: 125,355 shares; 2025Q3: 123,593 shares; 2025Q4: 118,473 shares; 2026Q1: 120,972 shares 120,972 $30.7M 4.02% +2,499 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: not loaded; 2024Q4: 74,647 shares; 2025Q1: 72,863 shares; 2025Q2: 66,899 shares; 2025Q3: 66,261 shares; 2025Q4: 65,886 shares; 2026Q1: 69,455 shares 69,455 $25.7M 3.37% +3,569 Timeline BND 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: not loaded; 2024Q4: 460,785 shares; 2025Q1: 296,730 shares; 2025Q2: 278,629 shares; 2025Q3: 264,937 shares; 2025Q4: 213,482 shares; 2026Q1: 191,049 shares 191,049 $14.1M 1.84% -22,433 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 91,701 shares; 2025Q2: 107,834 shares; 2025Q3: 121,501 shares; 2025Q4: 141,358 shares; 2026Q1: 149,746 shares 149,746 $13.8M 1.81% +8,388 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 425,304 shares; 2025Q1: 400,105 shares; 2025Q2: 360,569 shares; 2025Q3: 377,146 shares; 2025Q4: 305,637 shares; 2026Q1: 288,181 shares 288,181 $13.3M 1.74% -17,456 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: not loaded; 2024Q4: 172,321 shares; 2025Q1: 169,412 shares; 2025Q2: 146,312 shares; 2025Q3: 140,880 shares; 2025Q4: 139,056 shares; 2026Q1: 146,413 shares 146,413 $13.3M 1.74% +7,357 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: not loaded; 2024Q4: 46,552 shares; 2025Q1: 45,333 shares; 2025Q2: 44,804 shares; 2025Q3: 44,531 shares; 2025Q4: 44,485 shares; 2026Q1: 43,938 shares 43,938 $12.9M 1.69% -547 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: not loaded; 2024Q4: 38,930 shares; 2025Q1: 44,794 shares; 2025Q2: 43,986 shares; 2025Q3: 40,873 shares; 2025Q4: 39,270 shares; 2026Q1: 41,396 shares 41,396 $12.8M 1.68% +2,126 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: not loaded; 2024Q4: 55,839 shares; 2025Q1: 61,950 shares; 2025Q2: 68,773 shares; 2025Q3: 70,934 shares; 2025Q4: 71,774 shares; 2026Q1: 60,189 shares 60,189 $12.5M 1.63% -11,585 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: not loaded; 2024Q4: 36,646 shares; 2025Q1: 30,549 shares; 2025Q2: 30,993 shares; 2025Q3: 39,570 shares; 2025Q4: 39,802 shares; 2026Q1: 36,710 shares 36,710 $11.7M 1.53% -3,092 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: not loaded; 2024Q4: 17,676 shares; 2025Q1: 17,788 shares; 2025Q2: 36,182 shares; 2025Q3: 40,327 shares; 2025Q4: 38,810 shares; 2026Q1: 40,376 shares 40,376 $11.6M 1.52% +1,566 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: not loaded; 2024Q4: 55,252 shares; 2025Q1: 52,724 shares; 2025Q2: 52,807 shares; 2025Q3: 51,026 shares; 2025Q4: 48,787 shares; 2026Q1: 47,285 shares 47,285 $11.6M 1.52% -1,502 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: not loaded; 2024Q4: 36,980 shares; 2025Q1: 35,816 shares; 2025Q2: 36,898 shares; 2025Q3: 37,848 shares; 2025Q4: 37,320 shares; 2026Q1: 38,511 shares 38,511 $11.1M 1.45% +1,191 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: not loaded; 2024Q4: 7,813 shares; 2025Q1: 5,927 shares; 2025Q2: 11,807 shares; 2025Q3: 11,614 shares; 2025Q4: 11,901 shares; 2026Q1: 18,203 shares 18,203 $10.4M 1.37% +6,302 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: not loaded; 2024Q4: 175,605 shares; 2025Q1: 176,233 shares; 2025Q2: 181,432 shares; 2025Q3: 186,912 shares; 2025Q4: 190,266 shares; 2026Q1: 192,044 shares 192,044 $10.4M 1.36% +1,778 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,967 shares; 2025Q1: 73,721 shares; 2025Q2: 73,855 shares; 2025Q3: 76,863 shares; 2025Q4: 76,116 shares; 2026Q1: 76,762 shares 76,762 $9.61M 1.26% +646 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: not loaded; 2024Q4: 140,925 shares; 2025Q1: 89,532 shares; 2025Q2: 85,704 shares; 2025Q3: 85,710 shares; 2025Q4: 93,855 shares; 2026Q1: 120,670 shares 120,670 $9.36M 1.23% +26,815 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,868 shares; 2025Q2: 121,872 shares; 2025Q3: 135,741 shares; 2025Q4: 156,974 shares; 2026Q1: 177,522 shares 177,522 $8.53M 1.12% +20,548 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: not loaded; 2024Q4: not reported; 2025Q1: 63,619 shares; 2025Q2: 73,844 shares; 2025Q3: 82,475 shares; 2025Q4: 96,553 shares; 2026Q1: 105,639 shares 105,639 $8.28M 1.09% +9,086 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: not loaded; 2024Q4: 39,526 shares; 2025Q1: 43,564 shares; 2025Q2: 45,065 shares; 2025Q3: 44,652 shares; 2025Q4: 44,221 shares; 2026Q1: 33,943 shares 33,943 $8.02M 1.05% -10,278 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 127,741 shares; 2025Q2: 150,190 shares; 2025Q3: 200,158 shares; 2025Q4: 249,261 shares; 2026Q1: 288,835 shares 288,835 $7.57M 0.99% +39,574 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: not loaded; 2024Q4: 69,072 shares; 2025Q1: 71,235 shares; 2025Q2: 72,433 shares; 2025Q3: 78,282 shares; 2025Q4: 82,095 shares; 2026Q1: 106,335 shares 106,335 $7.42M 0.97% +24,240 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: not loaded; 2024Q4: 30,670 shares; 2025Q1: 28,359 shares; 2025Q2: 24,417 shares; 2025Q3: 28,606 shares; 2025Q4: 29,096 shares; 2026Q1: 27,742 shares 27,742 $7.38M 0.97% -1,354 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: not loaded; 2024Q4: 145,419 shares; 2025Q1: 147,841 shares; 2025Q2: 148,776 shares; 2025Q3: 148,498 shares; 2025Q4: 145,031 shares; 2026Q1: 129,932 shares 129,932 $7.38M 0.97% -15,099 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,446 shares; 2025Q1: 159,277 shares; 2025Q2: 157,576 shares; 2025Q3: 157,877 shares; 2025Q4: 151,081 shares; 2026Q1: 153,389 shares 153,389 $7.2M 0.94% +2,308 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: not loaded; 2024Q4: 33,611 shares; 2025Q1: 33,611 shares; 2025Q2: 33,551 shares; 2025Q3: 33,542 shares; 2025Q4: 34,051 shares; 2026Q1: 33,595 shares 33,595 $7M 0.92% -456 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: not loaded; 2024Q4: 5,834 shares; 2025Q1: 6,017 shares; 2025Q2: 4,731 shares; 2025Q3: 4,703 shares; 2025Q4: 4,788 shares; 2026Q1: 6,876 shares 6,876 $6.85M 0.9% +2,088 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: not loaded; 2024Q4: 60,553 shares; 2025Q1: 58,115 shares; 2025Q2: 78,245 shares; 2025Q3: 91,754 shares; 2025Q4: 93,872 shares; 2026Q1: 100,125 shares 100,125 $6.76M 0.89% +6,253 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 4,256 shares; 2025Q2: 4,368 shares; 2025Q3: 6,612 shares; 2025Q4: 6,706 shares; 2026Q1: 6,797 shares 6,797 $6.54M 0.86% +91 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,569 shares 64,569 $6.5M 0.85% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,368 shares; 2025Q1: 26,491 shares; 2025Q2: 26,869 shares; 2025Q3: 26,695 shares; 2025Q4: 27,106 shares; 2026Q1: 24,731 shares 24,731 $6.44M 0.84% -2,375 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,051 shares 48,051 $6.37M 0.83% new 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: not loaded; 2024Q4: 36,261 shares; 2025Q1: 40,840 shares; 2025Q2: 41,197 shares; 2025Q3: 42,012 shares; 2025Q4: 42,037 shares; 2026Q1: 38,005 shares 38,005 $6.07M 0.8% -4,032 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 175,182 shares; 2025Q2: 205,433 shares; 2025Q3: 230,336 shares; 2025Q4: 269,879 shares; 2026Q1: 302,569 shares 302,569 $5.91M 0.77% +32,690 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 174,631 shares; 2025Q2: 204,481 shares; 2025Q3: 228,132 shares; 2025Q4: 268,036 shares; 2026Q1: 299,053 shares 299,053 $5.87M 0.77% +31,017 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252,676 shares; 2026Q1: 350,831 shares 350,831 $5.87M 0.77% +98,155 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 168,429 shares; 2025Q2: 196,902 shares; 2025Q3: 218,647 shares; 2025Q4: 257,088 shares; 2026Q1: 287,200 shares 287,200 $5.87M 0.77% +30,112 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 185,121 shares; 2025Q2: 216,348 shares; 2025Q3: 239,475 shares; 2025Q4: 281,486 shares; 2026Q1: 313,815 shares 313,815 $5.86M 0.77% +32,329 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: not loaded; 2024Q4: 70,052 shares; 2025Q1: 69,759 shares; 2025Q2: 69,841 shares; 2025Q3: 70,359 shares; 2025Q4: 68,842 shares; 2026Q1: 63,043 shares 63,043 $5.86M 0.77% -5,799 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: not loaded; 2024Q4: 6,112 shares; 2025Q1: 4,765 shares; 2025Q2: 4,682 shares; 2025Q3: 1,192 shares; 2025Q4: 1,125 shares; 2026Q1: 6,216 shares 6,216 $5.72M 0.75% +5,091 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: not loaded; 2024Q4: 47,255 shares; 2025Q1: 45,475 shares; 2025Q2: 44,150 shares; 2025Q3: 44,364 shares; 2025Q4: 41,491 shares; 2026Q1: 38,700 shares 38,700 $5.59M 0.73% -2,791 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,864 shares; 2025Q3: 15,910 shares; 2025Q4: 16,219 shares; 2026Q1: 19,676 shares 19,676 $5.49M 0.72% +3,457 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: not loaded; 2024Q4: 25,873 shares; 2025Q1: 20,646 shares; 2025Q2: 44,198 shares; 2025Q3: 44,887 shares; 2025Q4: 46,201 shares; 2026Q1: 46,247 shares 46,247 $5.35M 0.7% +46 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: not loaded; 2024Q4: 46,285 shares; 2025Q1: 40,751 shares; 2025Q2: 15,154 shares; 2025Q3: 29,836 shares; 2025Q4: 29,460 shares; 2026Q1: 30,370 shares 30,370 $5.3M 0.69% +910 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: not loaded; 2024Q4: 11,041 shares; 2025Q1: 10,382 shares; 2025Q2: 10,640 shares; 2025Q3: 10,617 shares; 2025Q4: 10,914 shares; 2026Q1: 10,176 shares 10,176 $5.04M 0.66% -738 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: not loaded; 2024Q4: 30,645 shares; 2025Q1: 30,875 shares; 2025Q2: 37,353 shares; 2025Q3: 37,368 shares; 2025Q4: 30,868 shares; 2026Q1: 32,398 shares 32,398 $5.03M 0.66% +1,530 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,177 shares; 2025Q1: 33,632 shares; 2025Q2: 36,478 shares; 2025Q3: 36,168 shares; 2025Q4: 36,214 shares; 2026Q1: 27,226 shares 27,226 $4.96M 0.65% -8,988 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,761 shares; 2025Q1: 82,023 shares; 2025Q2: 74,163 shares; 2025Q3: 68,181 shares; 2025Q4: 56,347 shares; 2026Q1: 52,348 shares 52,348 $4.92M 0.64% -3,999 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: not loaded; 2024Q4: 14,376 shares; 2025Q1: 13,493 shares; 2025Q2: 14,983 shares; 2025Q3: 14,960 shares; 2025Q4: 14,835 shares; 2026Q1: 13,769 shares 13,769 $4.84M 0.64% -1,066 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: not loaded; 2024Q4: 16,244 shares; 2025Q1: 18,040 shares; 2025Q2: 20,361 shares; 2025Q3: 20,678 shares; 2025Q4: 20,549 shares; 2026Q1: 14,912 shares 14,912 $4.63M 0.61% -5,637 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,440 shares; 2025Q1: 14,844 shares; 2025Q2: 14,290 shares; 2025Q3: 14,093 shares; 2025Q4: 13,894 shares; 2026Q1: 13,129 shares 13,129 $4.53M 0.59% -765 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,591 shares 140,591 $4.36M 0.57% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,043 shares; 2025Q1: 43,056 shares; 2025Q2: 36,459 shares; 2025Q3: 36,409 shares; 2025Q4: 35,862 shares; 2026Q1: 34,717 shares 34,717 $4.31M 0.57% -1,145 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: not loaded; 2024Q4: 45,935 shares; 2025Q1: 41,239 shares; 2025Q2: 42,043 shares; 2025Q3: 41,757 shares; 2025Q4: 41,824 shares; 2026Q1: 40,758 shares 40,758 $4.18M 0.55% -1,066 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: not loaded; 2024Q4: 1,026 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 13,775 shares; 2025Q4: 13,580 shares; 2026Q1: 13,704 shares 13,704 $4.15M 0.54% +124 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: not loaded; 2024Q4: 5,752 shares; 2025Q1: 5,551 shares; 2025Q2: 5,423 shares; 2025Q3: 5,015 shares; 2025Q4: 4,789 shares; 2026Q1: 4,782 shares 4,782 $4.05M 0.53% -7 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: not loaded; 2024Q4: not reported; 2025Q1: 31,758 shares; 2025Q2: 36,978 shares; 2025Q3: 40,795 shares; 2025Q4: 46,845 shares; 2026Q1: 51,509 shares 51,509 $3.98M 0.52% +4,664 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,391 shares; 2026Q1: 30,049 shares 30,049 $3.97M 0.52% +20,658 Timeline BLV 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: not loaded; 2024Q4: not reported; 2025Q1: 34,453 shares; 2025Q2: 40,952 shares; 2025Q3: 45,209 shares; 2025Q4: 51,075 shares; 2026Q1: 56,613 shares 56,613 $3.89M 0.51% +5,538 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: not loaded; 2024Q4: 19,353 shares; 2025Q1: 19,617 shares; 2025Q2: 19,650 shares; 2025Q3: 19,951 shares; 2025Q4: 19,683 shares; 2026Q1: 30,110 shares 30,110 $3.88M 0.51% +10,427 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,005 shares 19,005 $3.75M 0.49% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 196,200 shares; 2025Q1: 186,861 shares; 2025Q2: 165,549 shares; 2025Q3: 116,204 shares; 2025Q4: 109,648 shares; 2026Q1: 101,369 shares 101,369 $3.73M 0.49% -8,279 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153,115 shares; 2025Q2: 152,948 shares; 2025Q3: 150,400 shares; 2025Q4: 144,219 shares; 2026Q1: 176,420 shares 176,420 $3.73M 0.49% +32,201 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: not loaded; 2024Q4: 15,641 shares; 2025Q1: 15,000 shares; 2025Q2: 15,566 shares; 2025Q3: 14,630 shares; 2025Q4: 13,565 shares; 2026Q1: 11,381 shares 11,381 $3.71M 0.49% -2,184 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: not loaded; 2024Q4: 17,032 shares; 2025Q1: 16,722 shares; 2025Q2: 16,944 shares; 2025Q3: 16,958 shares; 2025Q4: 15,785 shares; 2026Q1: 18,003 shares 18,003 $3.66M 0.48% +2,218 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: not loaded; 2024Q4: 23,454 shares; 2025Q1: 20,768 shares; 2025Q2: 25,772 shares; 2025Q3: 13,167 shares; 2025Q4: 13,174 shares; 2026Q1: 13,396 shares 13,396 $3.62M 0.48% +222 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: not loaded; 2024Q4: 38,098 shares; 2025Q1: 37,154 shares; 2025Q2: 41,506 shares; 2025Q3: 41,447 shares; 2025Q4: 41,991 shares; 2026Q1: 40,339 shares 40,339 $3.61M 0.47% -1,652 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: not loaded; 2024Q4: 29,142 shares; 2025Q1: 28,729 shares; 2025Q2: 28,722 shares; 2025Q3: 28,283 shares; 2025Q4: 26,806 shares; 2026Q1: 16,116 shares 16,116 $3.51M 0.46% -10,690 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: not loaded; 2024Q4: 5,481 shares; 2025Q1: 5,599 shares; 2025Q2: 9,321 shares; 2025Q3: 59,101 shares; 2025Q4: 36,193 shares; 2026Q1: 74,859 shares 74,859 $3.47M 0.46% +38,666 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,736 shares; 2025Q1: 13,131 shares; 2025Q2: 13,318 shares; 2025Q3: 13,187 shares; 2025Q4: 12,978 shares; 2026Q1: 10,059 shares 10,059 $3.45M 0.45% -2,919 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: not loaded; 2024Q4: 54,600 shares; 2025Q1: 49,955 shares; 2025Q2: 52,855 shares; 2025Q3: 33,768 shares; 2025Q4: 32,804 shares; 2026Q1: 31,377 shares 31,377 $3.44M 0.45% -1,427 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,193 shares; 2025Q1: 3,152 shares; 2025Q2: 3,137 shares; 2025Q3: 3,151 shares; 2025Q4: 2,945 shares; 2026Q1: 3,124 shares 3,124 $3.41M 0.45% +179 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: not loaded; 2024Q4: 14,502 shares; 2025Q1: 12,846 shares; 2025Q2: 12,262 shares; 2025Q3: 12,283 shares; 2025Q4: 12,162 shares; 2026Q1: 11,391 shares 11,391 $3.36M 0.44% -771 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,159 shares 23,159 $3.36M 0.44% new 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: not loaded; 2024Q4: 20,736 shares; 2025Q1: 23,885 shares; 2025Q2: 23,434 shares; 2025Q3: 23,218 shares; 2025Q4: 22,754 shares; 2026Q1: 21,970 shares 21,970 $3.36M 0.44% -784 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: not loaded; 2024Q4: 7,425 shares; 2025Q1: 7,425 shares; 2025Q2: 7,376 shares; 2025Q3: 7,426 shares; 2025Q4: 7,426 shares; 2026Q1: 44,107 shares 44,107 $3.35M 0.44% +36,681 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: not loaded; 2024Q4: 3,571 shares; 2025Q1: 10,714 shares; 2025Q2: 11,533 shares; 2025Q3: 11,517 shares; 2025Q4: 11,590 shares; 2026Q1: 11,801 shares 11,801 $3.35M 0.44% +211 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: not loaded; 2024Q4: 15,948 shares; 2025Q1: 16,670 shares; 2025Q2: 25,285 shares; 2025Q3: 17,535 shares; 2025Q4: 12,083 shares; 2026Q1: 16,848 shares 16,848 $3.34M 0.44% +4,765 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,716 shares 31,716 $3.28M 0.43% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,408 shares; 2025Q4: 6,561 shares; 2026Q1: 6,046 shares 6,046 $3.25M 0.43% -515 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,819 shares; 2025Q1: 25,925 shares; 2025Q2: 25,350 shares; 2025Q3: 24,924 shares; 2025Q4: 25,479 shares; 2026Q1: 24,460 shares 24,460 $3.2M 0.42% -1,019 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: not loaded; 2024Q4: 8,457 shares; 2025Q1: 11,468 shares; 2025Q2: 11,861 shares; 2025Q3: 12,020 shares; 2025Q4: 12,463 shares; 2026Q1: 7,435 shares 7,435 $3.16M 0.41% -5,028 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,912 shares; 2025Q2: 41,000 shares; 2025Q3: 37,668 shares; 2025Q4: 42,294 shares; 2026Q1: 32,527 shares 32,527 $3.15M 0.41% -9,767 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,631 shares; 2025Q1: 4,643 shares; 2025Q2: not reported; 2025Q3: 3,535 shares; 2025Q4: 3,652 shares; 2026Q1: 3,509 shares 3,509 $3.14M 0.41% -143 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,483 shares; 2025Q1: 33,689 shares; 2025Q2: 34,445 shares; 2025Q3: 35,470 shares; 2025Q4: 19,746 shares; 2026Q1: 39,481 shares 39,481 $3.11M 0.41% +19,735 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: not loaded; 2024Q4: 37,138 shares; 2025Q1: 41,280 shares; 2025Q2: 43,258 shares; 2025Q3: 44,169 shares; 2025Q4: 37,959 shares; 2026Q1: 24,731 shares 24,731 $2.97M 0.39% -13,228 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,816 shares; 2025Q4: 27,779 shares; 2026Q1: 59,047 shares 59,047 $2.93M 0.38% +31,268 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,067 shares 100,067 $2.9M 0.38% new 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: not loaded; 2024Q4: 5,906 shares; 2025Q1: 5,960 shares; 2025Q2: 6,021 shares; 2025Q3: 6,126 shares; 2025Q4: 6,311 shares; 2026Q1: 6,674 shares 6,674 $2.9M 0.38% +363 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: not loaded; 2024Q4: 5,884 shares; 2025Q1: 5,853 shares; 2025Q2: 5,542 shares; 2025Q3: 5,685 shares; 2025Q4: 5,974 shares; 2026Q1: 5,996 shares 5,996 $2.87M 0.38% +22 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: not loaded; 2024Q4: 5,479 shares; 2025Q1: 6,284 shares; 2025Q2: 6,603 shares; 2025Q3: 7,676 shares; 2025Q4: 7,940 shares; 2026Q1: 9,305 shares 9,305 $2.81M 0.37% +1,365 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,533 shares; 2025Q1: 181,734 shares; 2025Q2: 175,360 shares; 2025Q3: 168,290 shares; 2025Q4: 164,352 shares; 2026Q1: 159,520 shares 159,520 $2.76M 0.36% -4,832 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: not loaded; 2024Q4: 13,589 shares; 2025Q1: 13,698 shares; 2025Q2: 13,916 shares; 2025Q3: 14,096 shares; 2025Q4: 14,059 shares; 2026Q1: 19,046 shares 19,046 $2.75M 0.36% +4,987 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 242,101 shares; 2025Q1: 146,335 shares; 2025Q2: 149,210 shares; 2025Q3: 150,136 shares; 2025Q4: 146,417 shares; 2026Q1: 138,081 shares 138,081 $2.73M 0.36% -8,336 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: not loaded; 2024Q4: 53,951 shares; 2025Q1: 52,659 shares; 2025Q2: 51,103 shares; 2025Q3: 51,247 shares; 2025Q4: 50,417 shares; 2026Q1: 43,487 shares 43,487 $2.72M 0.36% -6,930 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: not loaded; 2024Q4: 1,964 shares; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: not reported; 2025Q4: 7,422 shares; 2026Q1: 27,738 shares 27,738 $2.67M 0.35% +20,316 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,436 shares; 2025Q1: not reported; 2025Q2: 9,193 shares; 2025Q3: 9,678 shares; 2025Q4: 9,632 shares; 2026Q1: 101,528 shares 101,528 $2.64M 0.35% +91,896 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: not loaded; 2024Q4: 16,229 shares; 2025Q1: 15,225 shares; 2025Q2: 15,989 shares; 2025Q3: not reported; 2025Q4: 14,736 shares; 2026Q1: 10,609 shares 10,609 $2.63M 0.34% -4,127 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: not loaded; 2024Q4: 4,841 shares; 2025Q1: 4,849 shares; 2025Q2: 4,879 shares; 2025Q3: 4,975 shares; 2025Q4: 5,098 shares; 2026Q1: 5,222 shares 5,222 $2.61M 0.34% +124 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,216 shares 53,216 $2.59M 0.34% new 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: not loaded; 2024Q4: 30,484 shares; 2025Q1: 32,546 shares; 2025Q2: 32,508 shares; 2025Q3: 31,438 shares; 2025Q4: 29,295 shares; 2026Q1: 20,479 shares 20,479 $2.59M 0.34% -8,816 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,244 shares 12,244 $2.55M 0.33% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,268 shares; 2025Q1: 31,422 shares; 2025Q2: 33,997 shares; 2025Q3: 33,829 shares; 2025Q4: 33,821 shares; 2026Q1: 32,517 shares 32,517 $2.52M 0.33% -1,304 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: not loaded; 2024Q4: 4,256 shares; 2025Q1: 5,390 shares; 2025Q2: 6,051 shares; 2025Q3: 6,516 shares; 2025Q4: 6,868 shares; 2026Q1: 7,533 shares 7,533 $2.48M 0.32% +665 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,717 shares; 2026Q1: 40,983 shares 40,983 $2.33M 0.31% +2,266 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: not loaded; 2024Q4: 3,707 shares; 2025Q1: 3,846 shares; 2025Q2: 3,826 shares; 2025Q3: 3,941 shares; 2025Q4: 4,081 shares; 2026Q1: 5,352 shares 5,352 $2.31M 0.3% +1,271 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: not loaded; 2024Q4: 18,417 shares; 2025Q1: 19,080 shares; 2025Q2: 19,244 shares; 2025Q3: 19,611 shares; 2025Q4: 19,705 shares; 2026Q1: 17,647 shares 17,647 $2.31M 0.3% -2,058 Timeline PSCF 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,332 shares 40,332 $2.29M 0.3% new 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: not loaded; 2024Q4: 23,649 shares; 2025Q1: 26,577 shares; 2025Q2: 26,623 shares; 2025Q3: 26,968 shares; 2025Q4: 26,350 shares; 2026Q1: 24,004 shares 24,004 $2.24M 0.29% -2,346 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: not loaded; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 4,471 shares 4,471 $2.2M 0.29% +3,954 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,181 shares; 2025Q1: 16,627 shares; 2025Q2: 18,622 shares; 2025Q3: 18,560 shares; 2025Q4: 8,509 shares; 2026Q1: 18,191 shares 18,191 $2.15M 0.28% +9,682 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,000 shares; 2025Q1: 85,977 shares; 2025Q2: 84,169 shares; 2025Q3: 39,148 shares; 2025Q4: 38,838 shares; 2026Q1: 29,315 shares 29,315 $2.13M 0.28% -9,523 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: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,121 shares; 2025Q2: 2,348 shares; 2025Q3: 2,478 shares; 2025Q4: 2,516 shares; 2026Q1: 3,560 shares 3,560 $2.13M 0.28% +1,044 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,150 shares; 2025Q1: 13,707 shares; 2025Q2: 13,457 shares; 2025Q3: 13,656 shares; 2025Q4: 13,424 shares; 2026Q1: 12,172 shares 12,172 $2.08M 0.27% -1,252 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: not loaded; 2024Q4: 7,430 shares; 2025Q1: 7,300 shares; 2025Q2: 6,421 shares; 2025Q3: 6,789 shares; 2025Q4: 13,976 shares; 2026Q1: 15,520 shares 15,520 $2.06M 0.27% +1,544 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: not loaded; 2024Q4: 5,847 shares; 2025Q1: 6,435 shares; 2025Q2: 7,092 shares; 2025Q3: 9,079 shares; 2025Q4: 2,663 shares; 2026Q1: 10,807 shares 10,807 $2.02M 0.26% +8,144 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,121 shares; 2026Q1: 39,776 shares 39,776 $1.98M 0.26% +3,655 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares 5,839 $1.97M 0.26% new 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: not loaded; 2024Q4: 70,567 shares; 2025Q1: 70,572 shares; 2025Q2: 23,802 shares; 2025Q3: 26,461 shares; 2025Q4: 28,803 shares; 2026Q1: 30,757 shares 30,757 $1.97M 0.26% +1,954 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,432 shares; 2025Q1: 54,545 shares; 2025Q2: 54,029 shares; 2025Q3: 55,740 shares; 2025Q4: 28,022 shares; 2026Q1: 74,080 shares 74,080 $1.95M 0.26% +46,058 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: not loaded; 2024Q4: 8,488 shares; 2025Q1: 8,663 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,427 shares 5,427 $1.94M 0.25% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,821 shares 9,821 $1.91M 0.25% new 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: not loaded; 2024Q4: 5,479 shares; 2025Q1: 5,877 shares; 2025Q2: 6,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,938 shares 5,938 $1.9M 0.25% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,013 shares; 2025Q1: 10,214 shares; 2025Q2: 10,274 shares; 2025Q3: 11,107 shares; 2025Q4: 7,452 shares; 2026Q1: 8,501 shares 8,501 $1.84M 0.24% +1,049 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,578 shares; 2025Q1: 19,578 shares; 2025Q2: 19,542 shares; 2025Q3: 19,812 shares; 2025Q4: 19,746 shares; 2026Q1: 21,118 shares 21,118 $1.83M 0.24% +1,372 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,831 shares; 2026Q1: 3,059 shares 3,059 $1.8M 0.24% +228 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: not loaded; 2024Q4: 2,515 shares; 2025Q1: 2,575 shares; 2025Q2: 2,609 shares; 2025Q3: 2,669 shares; 2025Q4: 2,700 shares; 2026Q1: 2,972 shares 2,972 $1.8M 0.24% +272 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: not loaded; 2024Q4: 5,720 shares; 2025Q1: 7,740 shares; 2025Q2: 8,435 shares; 2025Q3: 8,648 shares; 2025Q4: 8,163 shares; 2026Q1: 10,323 shares 10,323 $1.78M 0.23% +2,160 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,333 shares 7,333 $1.78M 0.23% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,387 shares; 2025Q2: 25,402 shares; 2025Q3: 25,734 shares; 2025Q4: 13,655 shares; 2026Q1: 30,458 shares 30,458 $1.76M 0.23% +16,803 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,658 shares; 2025Q1: 23,276 shares; 2025Q2: 22,930 shares; 2025Q3: 23,129 shares; 2025Q4: 21,068 shares; 2026Q1: 23,181 shares 23,181 $1.68M 0.22% +2,113 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,646 shares; 2025Q1: 30,970 shares; 2025Q2: 30,730 shares; 2025Q3: 31,268 shares; 2025Q4: 31,052 shares; 2026Q1: 33,497 shares 33,497 $1.61M 0.21% +2,445 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,006 shares; 2026Q1: 9,527 shares 9,527 $1.57M 0.21% +1,521 Timeline PSCI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,002 shares 10,002 $1.55M 0.2% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,506 shares; 2025Q3: 11,422 shares; 2025Q4: 11,378 shares; 2026Q1: 11,354 shares 11,354 $1.54M 0.2% -24 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,728 shares; 2025Q1: 27,019 shares; 2025Q2: 27,627 shares; 2025Q3: 28,092 shares; 2025Q4: 26,920 shares; 2026Q1: 15,357 shares 15,357 $1.53M 0.2% -11,563 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,020 shares; 2025Q1: 23,490 shares; 2025Q2: 26,648 shares; 2025Q3: 16,878 shares; 2025Q4: 15,689 shares; 2026Q1: 15,171 shares 15,171 $1.53M 0.2% -518 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: not loaded; 2024Q4: 20,277 shares; 2025Q1: 15,831 shares; 2025Q2: 10,222 shares; 2025Q3: 10,067 shares; 2025Q4: 10,056 shares; 2026Q1: 8,975 shares 8,975 $1.48M 0.19% -1,081 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: not loaded; 2024Q4: 2,692 shares; 2025Q1: 2,746 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 11,204 shares; 2026Q1: 3,346 shares 3,346 $1.46M 0.19% -7,858 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,824 shares; 2025Q2: 10,411 shares; 2025Q3: 11,567 shares; 2025Q4: 14,140 shares; 2026Q1: 15,432 shares 15,432 $1.44M 0.19% +1,292 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,857 shares; 2025Q1: 28,557 shares; 2025Q2: 29,053 shares; 2025Q3: 29,161 shares; 2025Q4: 27,279 shares; 2026Q1: 15,025 shares 15,025 $1.38M 0.18% -12,254 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: not loaded; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,025 shares; 2025Q3: 1,995 shares; 2025Q4: 1,948 shares; 2026Q1: 1,943 shares 1,943 $1.38M 0.18% -5 Timeline PSCT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,626 shares 22,626 $1.36M 0.18% new 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: not loaded; 2024Q4: 5,594 shares; 2025Q1: 4,920 shares; 2025Q2: 4,890 shares; 2025Q3: 4,408 shares; 2025Q4: 4,021 shares; 2026Q1: 3,819 shares 3,819 $1.23M 0.16% -202 Timeline PSCD 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,837 shares 11,837 $1.22M 0.16% new Timeline PSCH 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,229 shares 27,229 $1.12M 0.15% new 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: not loaded; 2024Q4: 6,074 shares; 2025Q1: 5,398 shares; 2025Q2: 5,220 shares; 2025Q3: 4,662 shares; 2025Q4: 28,494 shares; 2026Q1: 5,129 shares 5,129 $1.1M 0.14% -23,365 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,521 shares; 2025Q3: 7,826 shares; 2025Q4: 9,018 shares; 2026Q1: 10,613 shares 10,613 $1.06M 0.14% +1,595 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares; 2025Q4: 11,999 shares; 2026Q1: 28,644 shares 28,644 $1.05M 0.14% +16,645 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,664 shares; 2025Q1: 10,138 shares; 2025Q2: 9,650 shares; 2025Q3: 9,612 shares; 2025Q4: 9,562 shares; 2026Q1: 9,542 shares 9,542 $1.03M 0.14% -20 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,128 shares; 2025Q1: 3,969 shares; 2025Q2: 3,781 shares; 2025Q3: 3,695 shares; 2025Q4: 1,608 shares; 2026Q1: 2,957 shares 2,957 $987K 0.13% +1,349 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: not loaded; 2024Q4: 1,154 shares; 2025Q1: 1,175 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,767 shares; 2026Q1: 1,744 shares 1,744 $982K 0.13% -23 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: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,850 shares; 2025Q2: 1,702 shares; 2025Q3: 1,658 shares; 2025Q4: 1,649 shares; 2026Q1: 1,478 shares 1,478 $961K 0.13% -171 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: not loaded; 2024Q4: 6,792 shares; 2025Q1: 6,267 shares; 2025Q2: 6,284 shares; 2025Q3: 6,285 shares; 2025Q4: 6,386 shares; 2026Q1: 6,387 shares 6,387 $928K 0.12% +1 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: not loaded; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 2,308 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares 2,123 $905K 0.12% 0 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: not loaded; 2024Q4: 19,390 shares; 2025Q1: 25,813 shares; 2025Q2: 7,657 shares; 2025Q3: 7,686 shares; 2025Q4: 7,351 shares; 2026Q1: 7,351 shares 7,351 $891K 0.12% 0 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: not loaded; 2024Q4: 3,209 shares; 2025Q1: 3,123 shares; 2025Q2: 12,643 shares; 2025Q3: 12,936 shares; 2025Q4: 14,012 shares; 2026Q1: 3,675 shares 3,675 $891K 0.12% -10,337 Timeline SPTI 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 loaded; 2024Q4: 29,802 shares; 2025Q1: 29,802 shares; 2025Q2: 29,802 shares; 2025Q3: 29,802 shares; 2025Q4: 29,802 shares; 2026Q1: 29,802 shares 29,802 $854K 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,365 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,320 shares 1,320 $762K 0.1% -100 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: not loaded; 2024Q4: 21,545 shares; 2025Q1: 22,540 shares; 2025Q2: 23,212 shares; 2025Q3: 3,193 shares; 2025Q4: 4,023 shares; 2026Q1: 4,025 shares 4,025 $683K 0.09% +2 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 21,344 shares; 2025Q3: 20,544 shares; 2025Q4: 28,530 shares; 2026Q1: 28,530 shares 28,530 $646K 0.08% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $627K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares; 2026Q1: 2,678 shares 2,678 $605K 0.08% 0 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: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,656 shares; 2025Q2: 1,637 shares; 2025Q3: 1,638 shares; 2025Q4: 1,611 shares; 2026Q1: 1,613 shares 1,613 $600K 0.08% +2 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares 2,013 $587K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 7,452 shares; 2025Q3: 7,452 shares; 2025Q4: 7,419 shares; 2026Q1: 7,365 shares 7,365 $586K 0.08% -54 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: not loaded; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares 2,376 $580K 0.08% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,655 shares; 2025Q1: 10,655 shares; 2025Q2: 10,425 shares; 2025Q3: 10,512 shares; 2025Q4: 10,116 shares; 2026Q1: 10,399 shares 10,399 $541K 0.07% +283 Timeline PSCM 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,429 shares 5,429 $538K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,303 shares; 2025Q1: 11,857 shares; 2025Q2: 11,865 shares; 2025Q3: 11,959 shares; 2025Q4: 11,959 shares; 2026Q1: 11,971 shares 11,971 $528K 0.07% +12 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,683 shares; 2025Q1: 25,683 shares; 2025Q2: 25,435 shares; 2025Q3: 26,000 shares; 2025Q4: 26,002 shares; 2026Q1: 25,252 shares 25,252 $523K 0.07% -750 Timeline PSCU 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,321 shares 8,321 $501K 0.07% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,433 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $498K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 9,897 shares; 2026Q1: 9,497 shares 9,497 $488K 0.06% -400 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: not loaded; 2024Q4: 2,537 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,418 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares 2,444 $471K 0.06% 0 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: not loaded; 2024Q4: 1,576 shares; 2025Q1: 1,460 shares; 2025Q2: 1,453 shares; 2025Q3: 1,327 shares; 2025Q4: 1,311 shares; 2026Q1: 1,754 shares 1,754 $459K 0.06% +443 Timeline PSCE 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $457K 0.06% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,221 shares 2,221 $436K 0.06% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,327 shares; 2025Q1: 2,292 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares; 2025Q4: 2,428 shares; 2026Q1: 2,416 shares 2,416 $418K 0.05% -12 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: not loaded; 2024Q4: 1,008 shares; 2025Q1: 1,010 shares; 2025Q2: 1,012 shares; 2025Q3: 1,014 shares; 2025Q4: 1,016 shares; 2026Q1: 1,241 shares 1,241 $408K 0.05% +225 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: not loaded; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,276 shares; 2025Q4: 1,308 shares; 2026Q1: 1,368 shares 1,368 $392K 0.05% +60 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $374K 0.05% 0 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: not loaded; 2024Q4: 1,396 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $357K 0.05% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,683 shares 1,683 $347K 0.05% +51 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 507 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 492 shares 492 $343K 0.04% -5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,789 shares; 2025Q1: 3,691 shares; 2025Q2: 4,388 shares; 2025Q3: 4,169 shares; 2025Q4: 4,510 shares; 2026Q1: 4,443 shares 4,443 $343K 0.04% -67 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: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $339K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,699 shares; 2025Q3: 2,713 shares; 2025Q4: 2,678 shares; 2026Q1: 2,762 shares 2,762 $328K 0.04% +84 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: not loaded; 2024Q4: 1,947 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 772 shares; 2026Q1: 747 shares 747 $321K 0.04% -25 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: not loaded; 2024Q4: 3,671 shares; 2025Q1: 3,671 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares 3,671 $312K 0.04% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $308K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares 2,298 $303K 0.04% 0 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: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $303K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,015 shares; 2025Q1: 1,017 shares; 2025Q2: 1,020 shares; 2025Q3: 1,022 shares; 2025Q4: 1,025 shares; 2026Q1: 1,029 shares 1,029 $299K 0.04% +4 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares 2,121 $296K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,639 shares; 2025Q1: 12,228 shares; 2025Q2: 10,273 shares; 2025Q3: 8,235 shares; 2025Q4: 6,158 shares; 2026Q1: 2,881 shares 2,881 $286K 0.04% -3,277 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: not loaded; 2024Q4: 998 shares; 2025Q1: 981 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares; 2026Q1: 1,032 shares 1,032 $281K 0.04% -4 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $274K 0.04% 0 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 8,000 shares 8,000 $269K 0.04% -3,000 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: not loaded; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239 $265K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 26,456 shares; 2025Q3: 27,399 shares; 2025Q4: 17,915 shares; 2026Q1: 7,120 shares 7,120 $262K 0.03% -10,795 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $247K 0.03% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,521 shares; 2026Q1: 2,521 shares 2,521 $236K 0.03% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares 15,500 $233K 0.03% 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: not loaded; 2024Q4: 24,115 shares; 2025Q1: 23,324 shares; 2025Q2: 23,005 shares; 2025Q3: 22,550 shares; 2025Q4: 21,068 shares; 2026Q1: 2,729 shares 2,729 $233K 0.03% -18,339 Timeline PSCC 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,078 shares 7,078 $223K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,793 shares; 2025Q1: 1,767 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,828 shares 1,828 $221K 0.03% -12 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $219K 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,359 shares 2,359 $215K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,166 shares 5,166 $212K 0.03% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,515 shares 3,515 $208K 0.03% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: not reported; 2026Q1: 1,648 shares 1,648 $205K 0.03% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,400 shares; 2025Q1: 33,400 shares; 2025Q2: 33,400 shares; 2025Q3: 33,400 shares; 2025Q4: 33,400 shares; 2026Q1: 41,302 shares 41,302 $26.5K <0.01% +7,902 Timeline