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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002,967 shares; 2026Q1: 917,273 shares 917,273 $86.2M 6.71% -85,694 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,096,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435,462 shares; 2026Q1: 2,292,102 shares 2,292,102 $57.6M 4.48% -143,360 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,300 shares 129,300 $55.6M 4.33% new 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: 83,300 shares; 2024Q4: 105,100 shares; 2025Q1: 84,000 shares; 2025Q2: 147,400 shares; 2025Q3: 184,800 shares; 2025Q4: 146,500 shares; 2026Q1: 147,300 shares 147,300 $42.4M 3.3% +800 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,173 shares; 2024Q4: 59,502 shares; 2025Q1: 185,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 464,396 shares; 2026Q1: 347,496 shares 347,496 $37.9M 2.95% -116,900 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: 184,050 shares; 2024Q4: 147,650 shares; 2025Q1: 173,550 shares; 2025Q2: 173,550 shares; 2025Q3: 162,750 shares; 2025Q4: 152,150 shares; 2026Q1: 119,850 shares 119,850 $35.3M 2.74% -32,300 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: 93,970 shares; 2024Q4: 85,370 shares; 2025Q1: 59,500 shares; 2025Q2: 114,900 shares; 2025Q3: 135,100 shares; 2025Q4: 133,800 shares; 2026Q1: 134,600 shares 134,600 $28M 2.18% +800 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: 131,500 shares; 2024Q4: 183,500 shares; 2025Q1: 189,000 shares; 2025Q2: 190,700 shares; 2025Q3: 190,500 shares; 2025Q4: 175,900 shares; 2026Q1: 161,500 shares 161,500 $26.6M 2.07% -14,400 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: 239,890 shares; 2024Q4: 239,890 shares; 2025Q1: 248,190 shares; 2025Q2: 252,590 shares; 2025Q3: 250,890 shares; 2025Q4: 189,690 shares; 2026Q1: 189,690 shares 189,690 $24.8M 1.93% 0 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: 185,150 shares; 2024Q4: 111,550 shares; 2025Q1: 7,410 shares; 2025Q2: 3,710 shares; 2025Q3: 197,910 shares; 2025Q4: 198,100 shares; 2026Q1: 198,100 shares 198,100 $23.8M 1.85% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,030 shares; 2024Q4: 78,830 shares; 2025Q1: 50,430 shares; 2025Q2: 50,430 shares; 2025Q3: 39,330 shares; 2025Q4: 48,730 shares; 2026Q1: 63,430 shares 63,430 $23.5M 1.83% +14,700 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: 256,470 shares; 2024Q4: 285,970 shares; 2025Q1: 285,970 shares; 2025Q2: 310,770 shares; 2025Q3: 285,270 shares; 2025Q4: 282,070 shares; 2026Q1: 283,530 shares 283,530 $22M 1.71% +1,460 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: 79,800 shares; 2024Q4: 74,500 shares; 2025Q1: 77,700 shares; 2025Q2: 56,600 shares; 2025Q3: 70,300 shares; 2025Q4: 67,900 shares; 2026Q1: 90,100 shares 90,100 $21.8M 1.7% +22,200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,400 shares; 2025Q3: 140,700 shares; 2025Q4: 135,700 shares; 2026Q1: 135,700 shares 135,700 $21.7M 1.69% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 100,400 shares; 2025Q4: 70,800 shares; 2026Q1: 104,600 shares 104,600 $21.6M 1.68% +33,800 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,400 shares; 2025Q3: 76,400 shares; 2025Q4: 74,000 shares; 2026Q1: 111,300 shares 111,300 $21.5M 1.67% +37,300 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,300 shares; 2025Q4: 66,000 shares; 2026Q1: 66,000 shares 66,000 $21M 1.63% 0 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: 1,332,490 shares; 2024Q4: 1,332,490 shares; 2025Q1: 1,332,490 shares; 2025Q2: 1,001,790 shares; 2025Q3: 750,690 shares; 2025Q4: 638,490 shares; 2026Q1: 1,012,090 shares 1,012,090 $19.5M 1.52% +373,600 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199,300 shares; 2025Q1: 293,000 shares; 2025Q2: 383,900 shares; 2025Q3: 381,600 shares; 2025Q4: 313,800 shares; 2026Q1: 313,800 shares 313,800 $19.4M 1.51% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,800 shares; 2024Q4: 243,300 shares; 2025Q1: 249,500 shares; 2025Q2: 206,700 shares; 2025Q3: 206,800 shares; 2025Q4: 193,100 shares; 2026Q1: 148,300 shares 148,300 $18.4M 1.43% -44,800 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: 81,200 shares; 2024Q4: 75,600 shares; 2025Q1: 75,600 shares; 2025Q2: 48,100 shares; 2025Q3: 35,600 shares; 2025Q4: 1,830 shares; 2026Q1: 82,370 shares 82,370 $17.3M 1.35% +80,540 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 reported; 2024Q4: not reported; 2025Q1: 158,400 shares; 2025Q2: 222,000 shares; 2025Q3: 222,000 shares; 2025Q4: 193,400 shares; 2026Q1: 126,900 shares 126,900 $17.3M 1.34% -66,500 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: 64,200 shares; 2024Q4: 129,800 shares; 2025Q1: 131,200 shares; 2025Q2: 91,900 shares; 2025Q3: 91,900 shares; 2025Q4: 75,300 shares; 2026Q1: 59,500 shares 59,500 $16.9M 1.31% -15,800 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,400 shares; 2024Q4: 305,100 shares; 2025Q1: 254,100 shares; 2025Q2: 172,300 shares; 2025Q3: 186,900 shares; 2025Q4: 180,000 shares; 2026Q1: 159,900 shares 159,900 $16.8M 1.31% -20,100 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 reported; 2024Q4: not reported; 2025Q1: 30,153 shares; 2025Q2: 30,459 shares; 2025Q3: 27,800 shares; 2025Q4: 26,955 shares; 2026Q1: 27,207 shares 27,207 $16.3M 1.27% +252 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,800 shares; 2025Q4: 65,600 shares; 2026Q1: 65,600 shares 65,600 $16.2M 1.26% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 110 shares; 2025Q1: 51,010 shares; 2025Q2: 110 shares; 2025Q3: 57,410 shares; 2025Q4: 57,010 shares; 2026Q1: 72,730 shares 72,730 $15.8M 1.23% +15,720 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: 669,370 shares; 2024Q4: 669,370 shares; 2025Q1: 669,370 shares; 2025Q2: 620,870 shares; 2025Q3: 417,070 shares; 2025Q4: 417,070 shares; 2026Q1: 417,070 shares 417,070 $15.8M 1.23% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,390 shares 188,390 $15.8M 1.23% new 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: 343,100 shares; 2024Q4: 503,600 shares; 2025Q1: 503,600 shares; 2025Q2: 606,400 shares; 2025Q3: 569,400 shares; 2025Q4: 515,700 shares; 2026Q1: 320,100 shares 320,100 $15.6M 1.21% -195,600 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,100 shares; 2024Q4: 154,100 shares; 2025Q1: 83,800 shares; 2025Q2: 83,800 shares; 2025Q3: 83,500 shares; 2025Q4: 112,500 shares; 2026Q1: 80,800 shares 80,800 $15.4M 1.2% -31,700 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: 99,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,500 shares; 2025Q4: 260,200 shares; 2026Q1: 213,100 shares 213,100 $15.3M 1.19% -47,100 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,600 shares; 2025Q3: 94,200 shares; 2025Q4: 93,400 shares; 2026Q1: 76,600 shares 76,600 $15M 1.17% -16,800 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: 43,800 shares; 2024Q4: 37,000 shares; 2025Q1: 64,900 shares; 2025Q2: 64,900 shares; 2025Q3: 64,900 shares; 2025Q4: 61,400 shares; 2026Q1: 61,400 shares 61,400 $15M 1.17% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,390 shares; 2024Q4: 278,590 shares; 2025Q1: 278,590 shares; 2025Q2: 401,890 shares; 2025Q3: 349,890 shares; 2025Q4: 335,290 shares; 2026Q1: 297,190 shares 297,190 $14.9M 1.16% -38,100 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: 39,600 shares; 2024Q4: 30,700 shares; 2025Q1: 32,300 shares; 2025Q2: 32,300 shares; 2025Q3: 22,300 shares; 2025Q4: 21,500 shares; 2026Q1: 16,900 shares 16,900 $14.6M 1.14% -4,600 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: 117,700 shares; 2024Q4: 80,600 shares; 2025Q1: 85,500 shares; 2025Q2: 85,500 shares; 2025Q3: 111,700 shares; 2025Q4: 110,300 shares; 2026Q1: 110,300 shares 110,300 $14.6M 1.13% 0 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: 97,050 shares; 2024Q4: 91,950 shares; 2025Q1: 65,650 shares; 2025Q2: 65,650 shares; 2025Q3: 79,850 shares; 2025Q4: 77,050 shares; 2026Q1: 77,050 shares 77,050 $14.4M 1.12% 0 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: 5,110 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 255,110 shares; 2025Q3: 405,910 shares; 2025Q4: 287,310 shares; 2026Q1: 287,310 shares 287,310 $14.1M 1.1% 0 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: 132,500 shares; 2024Q4: 17,200 shares; 2025Q1: 47,400 shares; 2025Q2: 47,400 shares; 2025Q3: 45,300 shares; 2025Q4: 44,068 shares; 2026Q1: 44,212 shares 44,212 $13.7M 1.06% +144 Timeline AME AMETEK INC More: the full row for AMETEK 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: 49,100 shares; 2026Q1: 63,000 shares 63,000 $13.5M 1.05% +13,900 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: 12,810 shares; 2024Q4: 13,610 shares; 2025Q1: 24,010 shares; 2025Q2: 28,510 shares; 2025Q3: 23,810 shares; 2025Q4: 30,710 shares; 2026Q1: 23,110 shares 23,110 $13.2M 1.03% -7,600 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: 45,100 shares; 2024Q4: 40,600 shares; 2025Q1: 62,300 shares; 2025Q2: 22,100 shares; 2025Q3: 41,600 shares; 2025Q4: 40,700 shares; 2026Q1: 41,900 shares 41,900 $13M 1.01% +1,200 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: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 33,500 shares; 2025Q4: 59,670 shares; 2026Q1: 74,040 shares 74,040 $12.9M 1% +14,370 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,100 shares; 2025Q4: 31,200 shares; 2026Q1: 24,000 shares 24,000 $12.9M 1% -7,200 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 68,380 shares; 2025Q3: 91,280 shares; 2025Q4: 91,280 shares; 2026Q1: 91,280 shares 91,280 $12.7M 0.99% 0 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: 81,640 shares; 2024Q4: 77,240 shares; 2025Q1: 41,100 shares; 2025Q2: 42,000 shares; 2025Q3: 41,200 shares; 2025Q4: 36,200 shares; 2026Q1: 35,200 shares 35,200 $12.6M 0.98% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,700 shares; 2026Q1: 93,300 shares 93,300 $12.2M 0.95% +5,600 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: 60,700 shares; 2024Q4: 54,700 shares; 2025Q1: 57,700 shares; 2025Q2: 66,700 shares; 2025Q3: 55,100 shares; 2025Q4: 47,100 shares; 2026Q1: 39,200 shares 39,200 $11.8M 0.92% -7,900 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: 23,100 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 9,200 shares; 2025Q3: 108,600 shares; 2025Q4: 73,400 shares; 2026Q1: 73,400 shares 73,400 $11.4M 0.89% 0 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: not reported; 2024Q4: not reported; 2025Q1: 100,800 shares; 2025Q2: 131,000 shares; 2025Q3: 91,900 shares; 2025Q4: 91,900 shares; 2026Q1: 133,500 shares 133,500 $11.3M 0.88% +41,600 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,700 shares; 2025Q3: 21,700 shares; 2025Q4: 22,500 shares; 2026Q1: 11,500 shares 11,500 $11.1M 0.86% -11,000 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: 51,700 shares; 2024Q4: 48,100 shares; 2025Q1: 53,500 shares; 2025Q2: 53,500 shares; 2025Q3: 32,300 shares; 2025Q4: 31,100 shares; 2026Q1: 31,100 shares 31,100 $10.2M 0.8% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 64,800 shares; 2025Q1: 67,400 shares; 2025Q2: 67,400 shares; 2025Q3: 32,700 shares; 2025Q4: 31,800 shares; 2026Q1: 31,800 shares 31,800 $9.62M 0.75% 0 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: 50,100 shares; 2024Q4: 50,100 shares; 2025Q1: 60,500 shares; 2025Q2: 23,800 shares; 2025Q3: 18,800 shares; 2025Q4: 16,800 shares; 2026Q1: 36,800 shares 36,800 $9.34M 0.73% +20,000 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 49,100 shares; 2025Q4: 48,100 shares; 2026Q1: 48,100 shares 48,100 $9.34M 0.73% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,600 shares; 2025Q4: 272,000 shares; 2026Q1: 199,400 shares 199,400 $9.26M 0.72% -72,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,100 shares; 2025Q4: 6,400 shares; 2026Q1: 53,500 shares 53,500 $9.05M 0.7% +47,100 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: 313,980 shares; 2024Q4: 24,680 shares; 2025Q1: 24,680 shares; 2025Q2: 24,680 shares; 2025Q3: 380 shares; 2025Q4: 205,080 shares; 2026Q1: 309,580 shares 309,580 $8.69M 0.68% +104,500 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,000 shares 92,000 $8.61M 0.67% new 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: 12,520 shares; 2024Q4: 9,520 shares; 2025Q1: 15,720 shares; 2025Q2: 15,720 shares; 2025Q3: 3,120 shares; 2025Q4: 3,020 shares; 2026Q1: 8,920 shares 8,920 $8.2M 0.64% +5,900 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,900 shares 66,900 $8.11M 0.63% new 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: 1,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,400 shares 16,400 $8.06M 0.63% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,300 shares 35,300 $7.98M 0.62% new 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: 110,780 shares; 2024Q4: 71,180 shares; 2025Q1: 131,600 shares; 2025Q2: 132,400 shares; 2025Q3: 69,900 shares; 2025Q4: 67,500 shares; 2026Q1: 54,900 shares 54,900 $7.93M 0.62% -12,600 Timeline SPTB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261,000 shares 261,000 $7.9M 0.61% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 391,300 shares; 2025Q4: 361,100 shares; 2026Q1: 361,100 shares 361,100 $7.64M 0.59% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199,187 shares 199,187 $7.34M 0.57% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,900 shares; 2024Q4: 172,400 shares; 2025Q1: 172,400 shares; 2025Q2: 172,400 shares; 2025Q3: 98,200 shares; 2025Q4: 95,700 shares; 2026Q1: 95,700 shares 95,700 $6.77M 0.53% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,200 shares 23,200 $5.8M 0.45% new 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: 68,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,100 shares; 2025Q3: 4,700 shares; 2025Q4: 4,200 shares; 2026Q1: 33,400 shares 33,400 $5.76M 0.45% +29,200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,600 shares 50,600 $5.48M 0.43% new 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 reported; 2024Q4: 83,000 shares; 2025Q1: 3,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,300 shares 26,300 $5.47M 0.43% new 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 35,400 shares; 2026Q1: 35,400 shares 35,400 $5.32M 0.41% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,500 shares 17,500 $5.32M 0.41% new 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: 38,260 shares; 2024Q4: 38,260 shares; 2025Q1: 334,060 shares; 2025Q2: 212,760 shares; 2025Q3: 32,160 shares; 2025Q4: 28,460 shares; 2026Q1: 31,660 shares 31,660 $2.3M 0.18% +3,200 Timeline SUSB 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: 88,579 shares; 2024Q4: 88,579 shares; 2025Q1: 88,579 shares; 2025Q2: 88,579 shares; 2025Q3: 88,579 shares; 2025Q4: 88,579 shares; 2026Q1: 88,579 shares 88,579 $2.22M 0.17% 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: 289,560 shares; 2024Q4: 194,960 shares; 2025Q1: 204,210 shares; 2025Q2: 164,310 shares; 2025Q3: 22,310 shares; 2025Q4: 19,610 shares; 2026Q1: 19,610 shares 19,610 $1.49M 0.12% 0 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: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 2,110 shares; 2025Q4: 13,300 shares; 2026Q1: 14,800 shares 14,800 $1.42M 0.11% +1,500 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: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $1.07M 0.08% 0 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: 17,700 shares; 2024Q4: 16,900 shares; 2025Q1: 17,500 shares; 2025Q2: 16,700 shares; 2025Q3: 11,600 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $897K 0.07% 0 Timeline SUSC 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: 35,557 shares; 2024Q4: 35,557 shares; 2025Q1: 35,557 shares; 2025Q2: 35,557 shares; 2025Q3: 35,557 shares; 2025Q4: 35,557 shares; 2026Q1: 35,557 shares 35,557 $823K 0.06% 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: 226,250 shares; 2024Q4: 147,300 shares; 2025Q1: 151,200 shares; 2025Q2: 236,500 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $628K 0.05% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 381,700 shares; 2025Q1: 34,400 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares 12,800 $588K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,970 shares; 2024Q4: 38,270 shares; 2025Q1: 32,770 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares 1,770 $582K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,290 shares; 2024Q4: 85,690 shares; 2025Q1: 67,790 shares; 2025Q2: 92,290 shares; 2025Q3: 88,390 shares; 2025Q4: 7,090 shares; 2026Q1: 3,890 shares 3,890 $572K 0.04% -3,200 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares 2,680 $559K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,510 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $547K 0.04% 0 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: 2,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $507K 0.04% 0 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: 37,500 shares; 2024Q4: 35,800 shares; 2025Q1: 25,500 shares; 2025Q2: 30,200 shares; 2025Q3: 3,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $489K 0.04% 0 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: 126,900 shares; 2024Q4: 86,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $459K 0.04% 0 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: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 24,340 shares; 2025Q2: 24,340 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $447K 0.03% 0 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: 89,200 shares; 2024Q4: 4,300 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $412K 0.03% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $394K 0.03% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 78,400 shares; 2025Q2: 80,600 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $379K 0.03% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $328K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,470 shares; 2024Q4: 6,520 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $318K 0.02% 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $310K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $280K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $276K 0.02% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,170 shares; 2024Q4: 117,170 shares; 2025Q1: 116,200 shares; 2025Q2: 150,800 shares; 2025Q3: 148,400 shares; 2025Q4: 4,000 shares; 2026Q1: 2,900 shares 2,900 $246K 0.02% -1,100 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 10,210 shares; 2025Q1: 10,210 shares; 2025Q2: 10,210 shares; 2025Q3: 10,210 shares; 2025Q4: 10,210 shares; 2026Q1: 10,210 shares 10,210 $212K 0.02% 0 Timeline GNMA 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: 4,553 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares; 2026Q1: 4,553 shares 4,553 $202K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,000 shares; 2024Q4: 86,300 shares; 2025Q1: 18,200 shares; 2025Q2: 10,400 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $198K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,230 shares; 2024Q4: 117,930 shares; 2025Q1: 9,230 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 69,030 shares; 2026Q1: 2,030 shares 2,030 $196K 0.02% -67,000 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: 49,760 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares 3,910 $166K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853 $94K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,500 shares; 2024Q4: 242,500 shares; 2025Q1: 242,572 shares; 2025Q2: 242,572 shares; 2025Q3: 242,572 shares; 2025Q4: 242,572 shares; 2026Q1: 390 shares 390 $93K 0.01% -242,182 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160 $21K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares; 2026Q1: 670 shares 670 $20K <0.01% -1,285 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: 119,570 shares; 2024Q4: 4,570 shares; 2025Q1: 227,470 shares; 2025Q2: 114,270 shares; 2025Q3: 4,570 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $16K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 40 shares 40 $11K <0.01% -700 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: 6,550 shares; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $10K <0.01% 0 Timeline