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: 1,571,627 shares; 2024Q4: 1,635,194 shares; 2025Q1: 1,691,484 shares; 2025Q2: 1,758,878 shares; 2025Q3: 1,770,933 shares; 2025Q4: 1,770,112 shares; 2026Q1: 1,741,699 shares 1,741,699 $112M 7.36% -28,413 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,796 shares; 2024Q4: 139,799 shares; 2025Q1: 142,796 shares; 2025Q2: 148,555 shares; 2025Q3: 150,973 shares; 2025Q4: 150,189 shares; 2026Q1: 153,680 shares 153,680 $100M 6.62% +3,491 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: 644,270 shares; 2024Q4: 687,306 shares; 2025Q1: 700,903 shares; 2025Q2: 739,526 shares; 2025Q3: 760,978 shares; 2025Q4: 790,542 shares; 2026Q1: 844,140 shares 844,140 $83.8M 5.53% +53,598 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: 199,411 shares; 2024Q4: 202,609 shares; 2025Q1: 207,575 shares; 2025Q2: 219,083 shares; 2025Q3: 223,870 shares; 2025Q4: 227,783 shares; 2026Q1: 233,271 shares 233,271 $67M 4.42% +5,488 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,432 shares; 2024Q4: 524,299 shares; 2025Q1: 519,823 shares; 2025Q2: 561,391 shares; 2025Q3: 583,399 shares; 2025Q4: 601,919 shares; 2026Q1: 603,359 shares 603,359 $66.7M 4.4% +1,440 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: 260,820 shares; 2024Q4: 262,997 shares; 2025Q1: 267,756 shares; 2025Q2: 271,783 shares; 2025Q3: 276,035 shares; 2025Q4: 277,806 shares; 2026Q1: 283,210 shares 283,210 $60.9M 4.02% +5,404 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: 947,416 shares; 2024Q4: 981,765 shares; 2025Q1: 1,010,219 shares; 2025Q2: 1,042,507 shares; 2025Q3: 1,045,176 shares; 2025Q4: 1,040,963 shares; 2026Q1: 1,047,390 shares 1,047,390 $56.6M 3.73% +6,427 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: 802,424 shares; 2024Q4: 873,239 shares; 2025Q1: 841,657 shares; 2025Q2: 894,660 shares; 2025Q3: 928,504 shares; 2025Q4: 951,867 shares; 2026Q1: 1,014,427 shares 1,014,427 $48.7M 3.22% +62,560 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624,544 shares; 2024Q4: 662,772 shares; 2025Q1: 676,708 shares; 2025Q2: 719,911 shares; 2025Q3: 746,883 shares; 2025Q4: 729,396 shares; 2026Q1: 768,523 shares 768,523 $40.4M 2.66% +39,127 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283,394 shares; 2024Q4: 1,320,548 shares; 2025Q1: 1,359,525 shares; 2025Q2: 1,422,662 shares; 2025Q3: 1,470,642 shares; 2025Q4: 1,533,569 shares; 2026Q1: 1,579,103 shares 1,579,103 $39.7M 2.62% +45,534 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: 99,602 shares; 2024Q4: 100,647 shares; 2025Q1: 107,651 shares; 2025Q2: 121,501 shares; 2025Q3: 123,694 shares; 2025Q4: 130,608 shares; 2026Q1: 134,089 shares 134,089 $34M 2.24% +3,481 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: 363,153 shares; 2024Q4: 383,541 shares; 2025Q1: 390,254 shares; 2025Q2: 411,345 shares; 2025Q3: 418,874 shares; 2025Q4: 410,522 shares; 2026Q1: 432,009 shares 432,009 $33.9M 2.23% +21,487 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: 132,191 shares; 2024Q4: 137,166 shares; 2025Q1: 148,475 shares; 2025Q2: 167,236 shares; 2025Q3: 167,198 shares; 2025Q4: 172,996 shares; 2026Q1: 176,689 shares 176,689 $30.8M 2.03% +3,693 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: 108,502 shares; 2024Q4: 107,101 shares; 2025Q1: 107,462 shares; 2025Q2: 107,904 shares; 2025Q3: 107,992 shares; 2025Q4: 110,533 shares; 2026Q1: 108,916 shares 108,916 $23.7M 1.56% -1,617 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,244 shares; 2024Q4: 92,416 shares; 2025Q1: 105,425 shares; 2025Q2: 100,246 shares; 2025Q3: 99,014 shares; 2025Q4: 98,861 shares; 2026Q1: 99,068 shares 99,068 $21.5M 1.42% +207 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: 40,010 shares; 2024Q4: 41,742 shares; 2025Q1: 45,630 shares; 2025Q2: 52,480 shares; 2025Q3: 53,014 shares; 2025Q4: 53,060 shares; 2026Q1: 54,486 shares 54,486 $20.2M 1.33% +1,426 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: 190,706 shares; 2024Q4: 191,942 shares; 2025Q1: 189,669 shares; 2025Q2: 189,954 shares; 2025Q3: 187,537 shares; 2025Q4: 187,346 shares; 2026Q1: 187,242 shares 187,242 $17M 1.12% -104 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: 179,961 shares; 2024Q4: 196,073 shares; 2025Q1: 205,408 shares; 2025Q2: 211,015 shares; 2025Q3: 220,092 shares; 2025Q4: 220,923 shares; 2026Q1: 229,411 shares 229,411 $16.9M 1.11% +8,488 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: 225,981 shares; 2024Q4: 222,118 shares; 2025Q1: 233,869 shares; 2025Q2: 229,329 shares; 2025Q3: 226,909 shares; 2025Q4: 228,687 shares; 2026Q1: 231,155 shares 231,155 $15.6M 1.03% +2,468 Timeline MUB 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: 86,981 shares; 2024Q4: 92,634 shares; 2025Q1: 93,754 shares; 2025Q2: 108,451 shares; 2025Q3: 105,049 shares; 2025Q4: 130,034 shares; 2026Q1: 141,346 shares 141,346 $15M 0.99% +11,312 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: 21,718 shares; 2024Q4: 21,490 shares; 2025Q1: 25,496 shares; 2025Q2: 27,135 shares; 2025Q3: 28,015 shares; 2025Q4: 28,972 shares; 2026Q1: 30,741 shares 30,741 $14.7M 0.97% +1,769 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: 40,730 shares; 2024Q4: 46,564 shares; 2025Q1: 47,659 shares; 2025Q2: 51,924 shares; 2025Q3: 50,653 shares; 2025Q4: 49,371 shares; 2026Q1: 49,211 shares 49,211 $14.5M 0.95% -160 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $14.4M 0.95% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,212 shares; 2024Q4: 201,080 shares; 2025Q1: 199,358 shares; 2025Q2: 204,365 shares; 2025Q3: 203,984 shares; 2025Q4: 205,689 shares; 2026Q1: 205,488 shares 205,488 $14.3M 0.95% -201 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: 45,448 shares; 2024Q4: 46,057 shares; 2025Q1: 52,114 shares; 2025Q2: 61,021 shares; 2025Q3: 62,051 shares; 2025Q4: 65,738 shares; 2026Q1: 67,657 shares 67,657 $14.1M 0.93% +1,919 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: 46,588 shares; 2024Q4: 45,869 shares; 2025Q1: 45,772 shares; 2025Q2: 51,440 shares; 2025Q3: 50,861 shares; 2025Q4: 52,076 shares; 2026Q1: 52,005 shares 52,005 $13.6M 0.9% -71 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,472 shares; 2024Q4: 233,195 shares; 2025Q1: 235,002 shares; 2025Q2: 241,902 shares; 2025Q3: 250,504 shares; 2025Q4: 259,003 shares; 2026Q1: 272,330 shares 272,330 $13.6M 0.9% +13,327 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: 31,501 shares; 2024Q4: 34,948 shares; 2025Q1: 36,728 shares; 2025Q2: 44,559 shares; 2025Q3: 45,084 shares; 2025Q4: 46,443 shares; 2026Q1: 47,173 shares 47,173 $13.5M 0.89% +730 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: 29,860 shares; 2024Q4: 32,662 shares; 2025Q1: 35,723 shares; 2025Q2: 38,134 shares; 2025Q3: 39,146 shares; 2025Q4: 42,353 shares; 2026Q1: 43,681 shares 43,681 $12.6M 0.83% +1,328 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: 115,361 shares; 2024Q4: 117,416 shares; 2025Q1: 117,322 shares; 2025Q2: 120,786 shares; 2025Q3: 120,653 shares; 2025Q4: 121,398 shares; 2026Q1: 119,735 shares 119,735 $12.3M 0.81% -1,663 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,333 shares; 2024Q4: 67,307 shares; 2025Q1: 66,453 shares; 2025Q2: 80,020 shares; 2025Q3: 80,074 shares; 2025Q4: 99,658 shares; 2026Q1: 111,837 shares 111,837 $11.9M 0.79% +12,179 Timeline IAGG 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: 148,113 shares; 2024Q4: 150,281 shares; 2025Q1: 196,969 shares; 2025Q2: 196,152 shares; 2025Q3: 193,329 shares; 2025Q4: 228,153 shares; 2026Q1: 232,948 shares 232,948 $11.7M 0.77% +4,795 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: 20,706 shares; 2024Q4: 21,136 shares; 2025Q1: 21,090 shares; 2025Q2: 21,271 shares; 2025Q3: 21,318 shares; 2025Q4: 26,168 shares; 2026Q1: 26,786 shares 26,786 $8.59M 0.57% +618 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,137 shares; 2024Q4: 52,535 shares; 2025Q1: 54,278 shares; 2025Q2: 55,681 shares; 2025Q3: 56,577 shares; 2025Q4: 58,050 shares; 2026Q1: 61,880 shares 61,880 $8.56M 0.56% +3,830 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: 21,182 shares; 2024Q4: 24,458 shares; 2025Q1: 26,460 shares; 2025Q2: 27,680 shares; 2025Q3: 27,365 shares; 2025Q4: 26,700 shares; 2026Q1: 27,641 shares 27,641 $8.56M 0.56% +941 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,080 shares; 2024Q4: 116,931 shares; 2025Q1: 111,502 shares; 2025Q2: 107,862 shares; 2025Q3: 108,296 shares; 2025Q4: 106,832 shares; 2026Q1: 108,870 shares 108,870 $8.18M 0.54% +2,038 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,778 shares; 2024Q4: 167,778 shares; 2025Q1: 167,778 shares; 2025Q2: 167,778 shares; 2025Q3: 167,778 shares; 2025Q4: 167,778 shares; 2026Q1: 167,778 shares 167,778 $7.56M 0.5% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 17,642 shares; 2025Q1: 19,712 shares; 2025Q2: 20,532 shares; 2025Q3: 20,641 shares; 2025Q4: 20,583 shares; 2026Q1: 21,019 shares 21,019 $7.1M 0.47% +436 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: 9,818 shares; 2024Q4: 9,950 shares; 2025Q1: 11,092 shares; 2025Q2: 12,050 shares; 2025Q3: 12,045 shares; 2025Q4: 12,253 shares; 2026Q1: 12,240 shares 12,240 $7M 0.46% -13 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: 5,852 shares; 2024Q4: 5,926 shares; 2025Q1: 6,722 shares; 2025Q2: 7,382 shares; 2025Q3: 6,994 shares; 2025Q4: 7,335 shares; 2026Q1: 7,306 shares 7,306 $6.72M 0.44% -29 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: 8,015 shares; 2024Q4: 8,258 shares; 2025Q1: 8,803 shares; 2025Q2: 9,388 shares; 2025Q3: 9,840 shares; 2025Q4: 10,208 shares; 2026Q1: 10,605 shares 10,605 $6.34M 0.42% +397 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,686 shares; 2024Q4: 60,280 shares; 2025Q1: 64,343 shares; 2025Q2: 62,187 shares; 2025Q3: 61,629 shares; 2025Q4: 64,320 shares; 2026Q1: 66,220 shares 66,220 $5.87M 0.39% +1,900 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: 12,924 shares; 2024Q4: 13,190 shares; 2025Q1: 14,435 shares; 2025Q2: 15,608 shares; 2025Q3: 15,609 shares; 2025Q4: 15,745 shares; 2026Q1: 15,757 shares 15,757 $5.86M 0.39% +12 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,470 shares; 2024Q4: 104,056 shares; 2025Q1: 110,976 shares; 2025Q2: 109,326 shares; 2025Q3: 104,066 shares; 2025Q4: 102,658 shares; 2026Q1: 111,044 shares 111,044 $5.66M 0.37% +8,386 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: 32,658 shares; 2024Q4: 35,645 shares; 2025Q1: 36,769 shares; 2025Q2: 37,725 shares; 2025Q3: 38,472 shares; 2025Q4: 35,887 shares; 2026Q1: 38,183 shares 38,183 $5.52M 0.36% +2,296 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,854 shares; 2024Q4: 61,266 shares; 2025Q1: 60,010 shares; 2025Q2: 59,297 shares; 2025Q3: 59,409 shares; 2025Q4: 59,623 shares; 2026Q1: 60,058 shares 60,058 $5.31M 0.35% +435 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: 59,453 shares; 2024Q4: 58,048 shares; 2025Q1: 59,833 shares; 2025Q2: 64,591 shares; 2025Q3: 64,620 shares; 2025Q4: 64,554 shares; 2026Q1: 66,075 shares 66,075 $5.03M 0.33% +1,521 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 12,548 shares; 2025Q1: 18,972 shares; 2025Q2: 16,598 shares; 2025Q3: 16,515 shares; 2025Q4: 16,393 shares; 2026Q1: 16,157 shares 16,157 $4.83M 0.32% -236 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: 14,842 shares; 2024Q4: 16,997 shares; 2025Q1: 18,586 shares; 2025Q2: 18,343 shares; 2025Q3: 18,999 shares; 2025Q4: 18,334 shares; 2026Q1: 19,285 shares 19,285 $4.71M 0.31% +951 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: 6,244 shares; 2024Q4: 6,056 shares; 2025Q1: 6,071 shares; 2025Q2: 6,111 shares; 2025Q3: 6,048 shares; 2025Q4: 6,020 shares; 2026Q1: 6,950 shares 6,950 $4.52M 0.3% +930 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: 22,572 shares; 2024Q4: 22,646 shares; 2025Q1: 24,883 shares; 2025Q2: 24,153 shares; 2025Q3: 25,202 shares; 2025Q4: 25,463 shares; 2026Q1: 25,186 shares 25,186 $4.27M 0.28% -277 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: 22,967 shares; 2024Q4: 26,419 shares; 2025Q1: 28,506 shares; 2025Q2: 30,764 shares; 2025Q3: 31,152 shares; 2025Q4: 31,525 shares; 2026Q1: 32,355 shares 32,355 $4.02M 0.27% +830 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,351 shares; 2024Q4: 57,351 shares; 2025Q1: 57,351 shares; 2025Q2: 57,351 shares; 2025Q3: 57,351 shares; 2025Q4: 57,351 shares; 2026Q1: 101,354 shares 101,354 $3.94M 0.26% +44,003 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,644 shares; 2025Q1: 2,882 shares; 2025Q2: 3,675 shares; 2025Q3: 3,678 shares; 2025Q4: 3,793 shares; 2026Q1: 3,847 shares 3,847 $3.83M 0.25% +54 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: 9,182 shares; 2024Q4: 9,456 shares; 2025Q1: 10,136 shares; 2025Q2: 12,033 shares; 2025Q3: 11,996 shares; 2025Q4: 12,170 shares; 2026Q1: 12,279 shares 12,279 $3.71M 0.24% +109 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: 6,246 shares; 2024Q4: 6,312 shares; 2025Q1: 6,361 shares; 2025Q2: 6,491 shares; 2025Q3: 6,524 shares; 2025Q4: 6,252 shares; 2026Q1: 6,309 shares 6,309 $3.55M 0.23% +57 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,256 shares; 2024Q4: 34,583 shares; 2025Q1: 34,649 shares; 2025Q2: 34,781 shares; 2025Q3: 33,847 shares; 2025Q4: 34,734 shares; 2026Q1: 34,088 shares 34,088 $3.35M 0.22% -646 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,747 shares; 2025Q1: 19,803 shares; 2025Q2: 19,849 shares; 2025Q3: 19,882 shares; 2025Q4: 19,229 shares; 2026Q1: 19,267 shares 19,267 $3.03M 0.2% +38 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: 16,087 shares; 2024Q4: 17,580 shares; 2025Q1: 18,286 shares; 2025Q2: 18,374 shares; 2025Q3: 17,967 shares; 2025Q4: 19,702 shares; 2026Q1: 20,147 shares 20,147 $2.96M 0.2% +445 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: 4,336 shares; 2024Q4: 4,399 shares; 2025Q1: 4,741 shares; 2025Q2: 6,230 shares; 2025Q3: 6,207 shares; 2025Q4: 6,281 shares; 2026Q1: 5,893 shares 5,893 $2.94M 0.19% -388 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 27,051 shares; 2025Q1: 26,930 shares; 2025Q2: 26,930 shares; 2025Q3: 28,260 shares; 2025Q4: 28,495 shares; 2026Q1: 28,787 shares 28,787 $2.67M 0.18% +292 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: 2,130 shares; 2024Q4: 2,149 shares; 2025Q1: 2,355 shares; 2025Q2: 2,676 shares; 2025Q3: 2,633 shares; 2025Q4: 25,652 shares; 2026Q1: 26,762 shares 26,762 $2.57M 0.17% +1,110 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: 8,737 shares; 2024Q4: 9,605 shares; 2025Q1: 10,589 shares; 2025Q2: 10,526 shares; 2025Q3: 11,760 shares; 2025Q4: 12,185 shares; 2026Q1: 12,347 shares 12,347 $2.55M 0.17% +162 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,688 shares; 2024Q4: 36,894 shares; 2025Q1: 39,405 shares; 2025Q2: 40,197 shares; 2025Q3: 42,790 shares; 2025Q4: 43,497 shares; 2026Q1: 44,248 shares 44,248 $2.46M 0.16% +751 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: 6,324 shares; 2024Q4: 6,370 shares; 2025Q1: 7,048 shares; 2025Q2: 8,370 shares; 2025Q3: 8,391 shares; 2025Q4: 8,414 shares; 2026Q1: 8,552 shares 8,552 $2.43M 0.16% +138 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: 6,197 shares; 2024Q4: 6,211 shares; 2025Q1: 6,328 shares; 2025Q2: 6,446 shares; 2025Q3: 6,489 shares; 2025Q4: 6,351 shares; 2026Q1: 6,402 shares 6,402 $2.29M 0.15% +51 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: 11,159 shares; 2024Q4: 11,534 shares; 2025Q1: 11,522 shares; 2025Q2: 11,523 shares; 2025Q3: 11,568 shares; 2025Q4: 11,735 shares; 2026Q1: 11,544 shares 11,544 $2.26M 0.15% -191 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,357 shares; 2025Q1: 1,593 shares; 2025Q2: 1,576 shares; 2025Q3: 1,637 shares; 2025Q4: 1,682 shares; 2026Q1: 1,696 shares 1,696 $2.24M 0.15% +14 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: 6,752 shares; 2024Q4: 6,603 shares; 2025Q1: 7,012 shares; 2025Q2: 7,633 shares; 2025Q3: 7,540 shares; 2025Q4: 6,919 shares; 2026Q1: 6,811 shares 6,811 $2.24M 0.15% -108 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,781 shares; 2024Q4: 16,522 shares; 2025Q1: 16,215 shares; 2025Q2: 15,407 shares; 2025Q3: 15,228 shares; 2025Q4: 15,240 shares; 2026Q1: 15,241 shares 15,241 $2.22M 0.15% +1 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: 19,095 shares; 2024Q4: 20,187 shares; 2025Q1: 22,443 shares; 2025Q2: 24,745 shares; 2025Q3: 24,787 shares; 2025Q4: 27,575 shares; 2026Q1: 28,246 shares 28,246 $2.19M 0.14% +671 Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: 33,481 shares; 2025Q4: 33,475 shares; 2026Q1: 52,041 shares 52,041 $2.12M 0.14% +18,566 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: 13,518 shares; 2024Q4: 15,875 shares; 2025Q1: 16,767 shares; 2025Q2: 15,593 shares; 2025Q3: 15,919 shares; 2025Q4: 16,819 shares; 2026Q1: 17,577 shares 17,577 $2.11M 0.14% +758 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: 2,402 shares; 2024Q4: 2,370 shares; 2025Q1: 2,543 shares; 2025Q2: 2,864 shares; 2025Q3: 2,911 shares; 2025Q4: 2,941 shares; 2026Q1: 2,930 shares 2,930 $2.08M 0.14% -11 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 14,492 shares; 2025Q1: 14,182 shares; 2025Q2: 14,081 shares; 2025Q3: 13,958 shares; 2025Q4: 14,105 shares; 2026Q1: 13,776 shares 13,776 $2.01M 0.13% -329 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,742 shares; 2025Q4: 35,604 shares; 2026Q1: 42,350 shares 42,350 $1.99M 0.13% +6,746 Timeline ISTB 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: 43,293 shares; 2024Q4: 43,489 shares; 2025Q1: 43,169 shares; 2025Q2: 43,627 shares; 2025Q3: 43,741 shares; 2025Q4: 41,287 shares; 2026Q1: 41,018 shares 41,018 $1.99M 0.13% -269 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,841 shares; 2024Q4: 71,453 shares; 2025Q1: 96,911 shares; 2025Q2: 99,048 shares; 2025Q3: 99,124 shares; 2025Q4: 103,220 shares; 2026Q1: 126,952 shares 126,952 $1.99M 0.13% +23,732 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,228 shares; 2024Q4: 15,626 shares; 2025Q1: 24,220 shares; 2025Q2: 24,766 shares; 2025Q3: 37,395 shares; 2025Q4: 42,558 shares; 2026Q1: 42,600 shares 42,600 $1.96M 0.13% +42 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,420 shares; 2025Q1: 5,076 shares; 2025Q2: 5,128 shares; 2025Q3: 5,264 shares; 2025Q4: 5,280 shares; 2026Q1: 5,761 shares 5,761 $1.95M 0.13% +481 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,820 shares; 2024Q4: 27,150 shares; 2025Q1: 29,703 shares; 2025Q2: 30,243 shares; 2025Q3: 32,820 shares; 2025Q4: 33,254 shares; 2026Q1: 33,998 shares 33,998 $1.93M 0.13% +744 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: 13,304 shares; 2024Q4: 13,971 shares; 2025Q1: 15,570 shares; 2025Q2: 21,505 shares; 2025Q3: 21,109 shares; 2025Q4: 20,402 shares; 2026Q1: 20,664 shares 20,664 $1.92M 0.13% +262 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: 11,597 shares; 2024Q4: 11,512 shares; 2025Q1: 11,787 shares; 2025Q2: 17,146 shares; 2025Q3: 16,496 shares; 2025Q4: 14,896 shares; 2026Q1: 15,037 shares 15,037 $1.9M 0.13% +141 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,277 shares; 2025Q1: 3,385 shares; 2025Q2: 3,417 shares; 2025Q3: 3,468 shares; 2025Q4: 7,888 shares; 2026Q1: 17,427 shares 17,427 $1.82M 0.12% +9,539 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: 4,911 shares; 2024Q4: 4,933 shares; 2025Q1: 5,400 shares; 2025Q2: 4,908 shares; 2025Q3: 4,847 shares; 2025Q4: 4,318 shares; 2026Q1: 4,217 shares 4,217 $1.81M 0.12% -101 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 6,809 shares; 2025Q1: 7,626 shares; 2025Q2: 8,239 shares; 2025Q3: 8,327 shares; 2025Q4: 8,494 shares; 2026Q1: 8,742 shares 8,742 $1.78M 0.12% +248 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: 3,817 shares; 2024Q4: 3,705 shares; 2025Q1: 4,221 shares; 2025Q2: 4,602 shares; 2025Q3: 4,726 shares; 2025Q4: 4,854 shares; 2026Q1: 5,166 shares 5,166 $1.77M 0.12% +312 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: 2,353 shares; 2024Q4: 2,311 shares; 2025Q1: 2,737 shares; 2025Q2: 3,878 shares; 2025Q3: 3,776 shares; 2025Q4: 3,331 shares; 2026Q1: 3,519 shares 3,519 $1.74M 0.12% +188 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,564 shares; 2025Q1: 1,643 shares; 2025Q2: 1,820 shares; 2025Q3: 1,731 shares; 2025Q4: 1,933 shares; 2026Q1: 1,986 shares 1,986 $1.73M 0.11% +53 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 5,003 shares; 2025Q1: 5,594 shares; 2025Q2: 6,025 shares; 2025Q3: 5,815 shares; 2025Q4: 6,602 shares; 2026Q1: 6,999 shares 6,999 $1.7M 0.11% +397 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: 9,612 shares; 2024Q4: 9,708 shares; 2025Q1: 10,821 shares; 2025Q2: 11,585 shares; 2025Q3: 12,142 shares; 2025Q4: 12,086 shares; 2026Q1: 12,672 shares 12,672 $1.67M 0.11% +586 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,690 shares; 2025Q1: 7,327 shares; 2025Q2: 7,749 shares; 2025Q3: 7,359 shares; 2025Q4: 7,238 shares; 2026Q1: 7,770 shares 7,770 $1.66M 0.11% +532 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 17,859 shares; 2025Q1: 18,068 shares; 2025Q2: 16,711 shares; 2025Q3: 18,356 shares; 2025Q4: 17,568 shares; 2026Q1: 20,637 shares 20,637 $1.64M 0.11% +3,069 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: 2,291 shares; 2024Q4: 2,798 shares; 2025Q1: 3,007 shares; 2025Q2: 2,866 shares; 2025Q3: 2,978 shares; 2025Q4: 3,040 shares; 2026Q1: 3,173 shares 3,173 $1.56M 0.1% +133 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,675 shares; 2025Q1: 4,101 shares; 2025Q2: 4,229 shares; 2025Q3: 4,515 shares; 2025Q4: 4,491 shares; 2026Q1: 4,963 shares 4,963 $1.54M 0.1% +472 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: 9,105 shares; 2024Q4: 8,514 shares; 2025Q1: 9,570 shares; 2025Q2: 9,631 shares; 2025Q3: 10,267 shares; 2025Q4: 10,083 shares; 2026Q1: 9,854 shares 9,854 $1.53M 0.1% -229 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 6,735 shares; 2025Q1: 6,882 shares; 2025Q2: 7,139 shares; 2025Q3: 7,174 shares; 2025Q4: 7,198 shares; 2026Q1: 7,218 shares 7,218 $1.53M 0.1% +20 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,122 shares; 2025Q1: 7,955 shares; 2025Q2: 9,526 shares; 2025Q3: 9,838 shares; 2025Q4: 9,195 shares; 2026Q1: 10,275 shares 10,275 $1.5M 0.1% +1,080 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: 5,370 shares; 2024Q4: 5,429 shares; 2025Q1: 6,097 shares; 2025Q2: 7,228 shares; 2025Q3: 7,348 shares; 2025Q4: 7,433 shares; 2026Q1: 7,552 shares 7,552 $1.46M 0.1% +119 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: 8,112 shares; 2024Q4: 7,990 shares; 2025Q1: 8,897 shares; 2025Q2: 9,069 shares; 2025Q3: 9,459 shares; 2025Q4: 9,525 shares; 2026Q1: 9,528 shares 9,528 $1.46M 0.1% +3 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,272 shares; 2024Q4: 6,413 shares; 2025Q1: 6,839 shares; 2025Q2: 7,582 shares; 2025Q3: 8,074 shares; 2025Q4: 10,046 shares; 2026Q1: 10,596 shares 10,596 $1.44M 0.1% +550 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,316 shares; 2024Q4: 20,316 shares; 2025Q1: 22,283 shares; 2025Q2: 24,805 shares; 2025Q3: 26,928 shares; 2025Q4: 27,415 shares; 2026Q1: 28,774 shares 28,774 $1.42M 0.09% +1,359 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: 24,643 shares; 2024Q4: 26,263 shares; 2025Q1: 28,176 shares; 2025Q2: 27,094 shares; 2025Q3: 27,727 shares; 2025Q4: 28,299 shares; 2026Q1: 29,069 shares 29,069 $1.42M 0.09% +770 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,483 shares; 2024Q4: 14,222 shares; 2025Q1: 15,301 shares; 2025Q2: 16,540 shares; 2025Q3: 16,227 shares; 2025Q4: 16,623 shares; 2026Q1: 16,851 shares 16,851 $1.39M 0.09% +228 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,970 shares 6,970 $1.37M 0.09% new 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: 1,401 shares; 2024Q4: 1,423 shares; 2025Q1: 1,550 shares; 2025Q2: 1,662 shares; 2025Q3: 1,632 shares; 2025Q4: 1,621 shares; 2026Q1: 1,622 shares 1,622 $1.37M 0.09% +1 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,204 shares; 2024Q4: 58,460 shares; 2025Q1: 55,744 shares; 2025Q2: 55,590 shares; 2025Q3: 55,627 shares; 2025Q4: 54,121 shares; 2026Q1: 54,220 shares 54,220 $1.36M 0.09% +99 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,430 shares; 2025Q1: 6,440 shares; 2025Q2: 6,444 shares; 2025Q3: 6,440 shares; 2025Q4: 6,458 shares; 2026Q1: 6,994 shares 6,994 $1.33M 0.09% +536 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: 5,773 shares; 2024Q4: 5,863 shares; 2025Q1: 6,397 shares; 2025Q2: 7,265 shares; 2025Q3: 7,200 shares; 2025Q4: 6,733 shares; 2026Q1: 6,813 shares 6,813 $1.32M 0.09% +80 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: 3,415 shares; 2024Q4: 3,428 shares; 2025Q1: 4,303 shares; 2025Q2: 5,897 shares; 2025Q3: 5,779 shares; 2025Q4: 5,239 shares; 2026Q1: 5,430 shares 5,430 $1.32M 0.09% +191 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: 2,155 shares; 2024Q4: 2,257 shares; 2025Q1: 1,558 shares; 2025Q2: 1,573 shares; 2025Q3: 1,845 shares; 2025Q4: 1,872 shares; 2026Q1: 1,882 shares 1,882 $1.31M 0.09% +10 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: 4,435 shares; 2024Q4: 4,274 shares; 2025Q1: 4,805 shares; 2025Q2: 5,285 shares; 2025Q3: 5,330 shares; 2025Q4: 5,656 shares; 2026Q1: 4,613 shares 4,613 $1.25M 0.08% -1,043 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: 2,349 shares; 2024Q4: 2,296 shares; 2025Q1: 2,788 shares; 2025Q2: 2,781 shares; 2025Q3: 2,855 shares; 2025Q4: 3,290 shares; 2026Q1: 3,389 shares 3,389 $1.19M 0.08% +99 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: 4,407 shares; 2024Q4: 4,432 shares; 2025Q1: 4,691 shares; 2025Q2: 4,763 shares; 2025Q3: 4,881 shares; 2025Q4: 4,755 shares; 2026Q1: 4,987 shares 4,987 $1.18M 0.08% +232 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,191 shares; 2024Q4: 12,466 shares; 2025Q1: 12,541 shares; 2025Q2: 12,545 shares; 2025Q3: 12,547 shares; 2025Q4: 13,276 shares; 2026Q1: 13,301 shares 13,301 $1.17M 0.08% +25 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: 1,890 shares; 2024Q4: 2,247 shares; 2025Q1: 2,064 shares; 2025Q2: 1,899 shares; 2025Q3: 1,799 shares; 2025Q4: 1,722 shares; 2026Q1: 2,014 shares 2,014 $1.16M 0.08% +292 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 588 shares; 2025Q1: 647 shares; 2025Q2: 766 shares; 2025Q3: 734 shares; 2025Q4: 759 shares; 2026Q1: 786 shares 786 $1.16M 0.08% +27 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,853 shares; 2024Q4: 32,120 shares; 2025Q1: 28,105 shares; 2025Q2: 31,814 shares; 2025Q3: 27,622 shares; 2025Q4: 24,661 shares; 2026Q1: 22,643 shares 22,643 $1.15M 0.08% -2,018 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,377 shares; 2025Q1: 2,386 shares; 2025Q2: 2,421 shares; 2025Q3: 2,366 shares; 2025Q4: 2,374 shares; 2026Q1: 2,376 shares 2,376 $1.14M 0.08% +2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,039 shares; 2025Q1: 7,394 shares; 2025Q2: 7,790 shares; 2025Q3: 7,487 shares; 2025Q4: 6,870 shares; 2026Q1: 7,141 shares 7,141 $1.14M 0.08% +271 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: 1,457 shares; 2024Q4: 1,497 shares; 2025Q1: 1,738 shares; 2025Q2: 1,888 shares; 2025Q3: 1,776 shares; 2025Q4: 1,800 shares; 2026Q1: 1,861 shares 1,861 $1.12M 0.07% +61 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: 1,174 shares; 2024Q4: 1,175 shares; 2025Q1: 5,382 shares; 2025Q2: 5,391 shares; 2025Q3: 4,236 shares; 2025Q4: 8,448 shares; 2026Q1: 8,451 shares 8,451 $1.12M 0.07% +3 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,385 shares; 2025Q1: 1,589 shares; 2025Q2: 2,264 shares; 2025Q3: 2,070 shares; 2025Q4: 2,309 shares; 2026Q1: 2,414 shares 2,414 $1.11M 0.07% +105 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: 8,772 shares; 2024Q4: 10,959 shares; 2025Q1: 10,874 shares; 2025Q2: 9,688 shares; 2025Q3: 9,612 shares; 2025Q4: 9,068 shares; 2026Q1: 9,379 shares 9,379 $1.11M 0.07% +311 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: 7,709 shares; 2024Q4: 7,717 shares; 2025Q1: 7,998 shares; 2025Q2: 8,217 shares; 2025Q3: 8,235 shares; 2025Q4: 8,112 shares; 2026Q1: 8,428 shares 8,428 $1.1M 0.07% +316 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: 31,580 shares; 2024Q4: 33,050 shares; 2025Q1: 36,682 shares; 2025Q2: 39,309 shares; 2025Q3: 39,986 shares; 2025Q4: 32,208 shares; 2026Q1: 37,657 shares 37,657 $1.09M 0.07% +5,449 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: 5,713 shares; 2024Q4: 5,650 shares; 2025Q1: 6,081 shares; 2025Q2: 6,543 shares; 2025Q3: 6,548 shares; 2025Q4: 6,661 shares; 2026Q1: 6,632 shares 6,632 $1.09M 0.07% -29 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 8,489 shares; 2025Q1: 10,208 shares; 2025Q2: 10,021 shares; 2025Q3: 10,451 shares; 2025Q4: 11,701 shares; 2026Q1: 11,709 shares 11,709 $1.09M 0.07% +8 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: 9,943 shares; 2024Q4: 10,116 shares; 2025Q1: 11,870 shares; 2025Q2: 12,750 shares; 2025Q3: 13,159 shares; 2025Q4: 13,745 shares; 2026Q1: 13,462 shares 13,462 $1.07M 0.07% -283 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: 3,702 shares; 2024Q4: 4,366 shares; 2025Q1: 4,530 shares; 2025Q2: 4,683 shares; 2025Q3: 4,913 shares; 2025Q4: 4,688 shares; 2026Q1: 5,271 shares 5,271 $1.07M 0.07% +583 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: 948 shares; 2024Q4: 947 shares; 2025Q1: 1,107 shares; 2025Q2: 1,196 shares; 2025Q3: 1,209 shares; 2025Q4: 1,215 shares; 2026Q1: 1,230 shares 1,230 $1.06M 0.07% +15 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: 2,458 shares; 2024Q4: 2,443 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,425 shares; 2025Q4: 2,411 shares; 2026Q1: 2,416 shares 2,416 $1.06M 0.07% +5 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: 19,563 shares; 2024Q4: 16,883 shares; 2025Q1: 18,857 shares; 2025Q2: 22,292 shares; 2025Q3: 21,177 shares; 2025Q4: 20,054 shares; 2026Q1: 20,634 shares 20,634 $1.04M 0.07% +580 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 201 shares; 2025Q1: 219 shares; 2025Q2: 282 shares; 2025Q3: 281 shares; 2025Q4: 273 shares; 2026Q1: 245 shares 245 $1.03M 0.07% -28 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,613 shares; 2025Q1: 3,780 shares; 2025Q2: 3,896 shares; 2025Q3: 3,517 shares; 2025Q4: 4,374 shares; 2026Q1: 4,198 shares 4,198 $1.02M 0.07% -176 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,710 shares; 2025Q1: 7,030 shares; 2025Q2: 7,603 shares; 2025Q3: 7,939 shares; 2025Q4: 7,502 shares; 2026Q1: 8,238 shares 8,238 $1.01M 0.07% +736 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,555 shares; 2026Q1: 1,587 shares 1,587 $1.01M 0.07% -968 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,148 shares; 2024Q4: 38,836 shares; 2025Q1: 41,488 shares; 2025Q2: 44,851 shares; 2025Q3: 47,338 shares; 2025Q4: 47,500 shares; 2026Q1: 46,267 shares 46,267 $1M 0.07% -1,233 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: 44,112 shares; 2024Q4: 43,241 shares; 2025Q1: 45,999 shares; 2025Q2: 47,050 shares; 2025Q3: 49,331 shares; 2025Q4: 50,283 shares; 2026Q1: 50,219 shares 50,219 $992K 0.07% -64 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: 31,446 shares; 2024Q4: 32,708 shares; 2025Q1: 34,147 shares; 2025Q2: 34,075 shares; 2025Q3: 32,251 shares; 2025Q4: 33,346 shares; 2026Q1: 35,131 shares 35,131 $986K 0.07% +1,785 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: 12,886 shares; 2025Q1: 13,671 shares; 2025Q2: 14,232 shares; 2025Q3: 13,947 shares; 2025Q4: 14,905 shares; 2026Q1: 16,075 shares 16,075 $986K 0.07% +1,170 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: 14,796 shares; 2024Q4: 11,227 shares; 2025Q1: 18,433 shares; 2025Q2: 19,486 shares; 2025Q3: 19,682 shares; 2025Q4: 21,539 shares; 2026Q1: 22,183 shares 22,183 $979K 0.06% +644 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,310 shares; 2025Q2: 3,357 shares; 2025Q3: 3,323 shares; 2025Q4: 3,617 shares; 2026Q1: 3,890 shares 3,890 $975K 0.06% +273 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: 4,104 shares; 2024Q4: 3,963 shares; 2025Q1: 4,983 shares; 2025Q2: 5,765 shares; 2025Q3: 5,664 shares; 2025Q4: 5,669 shares; 2026Q1: 5,873 shares 5,873 $971K 0.06% +204 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 7,753 shares; 2025Q1: 8,024 shares; 2025Q2: 8,373 shares; 2025Q3: 8,354 shares; 2025Q4: 8,884 shares; 2026Q1: 9,509 shares 9,509 $948K 0.06% +625 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 8,212 shares; 2025Q1: 9,382 shares; 2025Q2: 9,580 shares; 2025Q3: 10,220 shares; 2025Q4: 9,862 shares; 2026Q1: 10,081 shares 10,081 $947K 0.06% +219 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: 3,562 shares; 2024Q4: 3,124 shares; 2025Q1: 3,641 shares; 2025Q2: 3,438 shares; 2025Q3: 3,901 shares; 2025Q4: 4,493 shares; 2026Q1: 4,586 shares 4,586 $945K 0.06% +93 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 11,857 shares; 2025Q1: 13,260 shares; 2025Q2: 13,440 shares; 2025Q3: 13,024 shares; 2025Q4: 13,493 shares; 2026Q1: 14,114 shares 14,114 $940K 0.06% +621 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 5,502 shares; 2025Q1: 6,326 shares; 2025Q2: 6,384 shares; 2025Q3: 7,667 shares; 2025Q4: 7,986 shares; 2026Q1: 7,484 shares 7,484 $939K 0.06% -502 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 3,009 shares; 2025Q1: 3,673 shares; 2025Q2: 3,683 shares; 2025Q3: 3,985 shares; 2025Q4: 4,732 shares; 2026Q1: 4,682 shares 4,682 $932K 0.06% -50 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,457 shares; 2025Q1: 3,699 shares; 2025Q2: 4,267 shares; 2025Q3: 4,326 shares; 2025Q4: 4,578 shares; 2026Q1: 4,713 shares 4,713 $932K 0.06% +135 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: 2,929 shares; 2024Q4: 2,967 shares; 2025Q1: 3,217 shares; 2025Q2: 3,358 shares; 2025Q3: 3,355 shares; 2025Q4: 3,113 shares; 2026Q1: 3,056 shares 3,056 $924K 0.06% -57 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,084 shares; 2025Q1: 4,578 shares; 2025Q2: 5,199 shares; 2025Q3: 5,580 shares; 2025Q4: 5,597 shares; 2026Q1: 5,618 shares 5,618 $909K 0.06% +21 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,082 shares; 2025Q1: 2,273 shares; 2025Q2: 2,451 shares; 2025Q3: 2,251 shares; 2025Q4: 2,191 shares; 2026Q1: 2,328 shares 2,328 $909K 0.06% +137 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 17,108 shares; 2026Q1: 17,108 shares 17,108 $904K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,711 shares; 2025Q1: 5,103 shares; 2025Q2: 5,113 shares; 2025Q3: 5,405 shares; 2025Q4: 5,229 shares; 2026Q1: 4,830 shares 4,830 $902K 0.06% -399 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,768 shares; 2025Q1: 5,251 shares; 2025Q2: 6,639 shares; 2025Q3: 6,043 shares; 2025Q4: 6,571 shares; 2026Q1: 6,782 shares 6,782 $896K 0.06% +211 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: 5,717 shares; 2024Q4: 5,729 shares; 2025Q1: 6,838 shares; 2025Q2: 7,066 shares; 2025Q3: 7,121 shares; 2025Q4: 7,318 shares; 2026Q1: 7,893 shares 7,893 $895K 0.06% +575 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 7,475 shares; 2025Q1: 8,635 shares; 2025Q2: 9,445 shares; 2025Q3: 9,358 shares; 2025Q4: 8,570 shares; 2026Q1: 9,224 shares 9,224 $889K 0.06% +654 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: 2,407 shares; 2024Q4: 2,473 shares; 2025Q1: 2,564 shares; 2025Q2: 2,693 shares; 2025Q3: 2,642 shares; 2025Q4: 2,698 shares; 2026Q1: 2,697 shares 2,697 $879K 0.06% -1 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: 4,317 shares; 2024Q4: 4,325 shares; 2025Q1: 4,298 shares; 2025Q2: 4,308 shares; 2025Q3: 4,275 shares; 2025Q4: 4,278 shares; 2026Q1: 5,077 shares 5,077 $878K 0.06% +799 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: 1,422 shares; 2024Q4: 1,562 shares; 2025Q1: 1,772 shares; 2025Q2: 2,516 shares; 2025Q3: 2,383 shares; 2025Q4: 2,268 shares; 2026Q1: 2,672 shares 2,672 $878K 0.06% +404 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,097 shares; 2024Q4: 12,487 shares; 2025Q1: 15,528 shares; 2025Q2: 17,181 shares; 2025Q3: 37,324 shares; 2025Q4: 37,993 shares; 2026Q1: 35,192 shares 35,192 $876K 0.06% -2,801 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,815 shares; 2025Q1: 4,825 shares; 2025Q2: 4,161 shares; 2025Q3: 3,421 shares; 2025Q4: 3,497 shares; 2026Q1: 5,876 shares 5,876 $870K 0.06% +2,379 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: 5,777 shares; 2024Q4: 5,898 shares; 2025Q1: 6,163 shares; 2025Q2: 6,368 shares; 2025Q3: 6,284 shares; 2025Q4: 6,264 shares; 2026Q1: 6,614 shares 6,614 $867K 0.06% +350 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 19,746 shares; 2025Q1: 21,044 shares; 2025Q2: 21,175 shares; 2025Q3: 17,155 shares; 2025Q4: 34,550 shares; 2026Q1: 34,949 shares 34,949 $865K 0.06% +399 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: 2,338 shares; 2024Q4: 2,520 shares; 2025Q1: 2,802 shares; 2025Q2: 3,038 shares; 2025Q3: 2,995 shares; 2025Q4: 2,752 shares; 2026Q1: 2,883 shares 2,883 $851K 0.06% +131 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: 4,500 shares; 2024Q4: 4,670 shares; 2025Q1: 5,198 shares; 2025Q2: 5,790 shares; 2025Q3: 5,914 shares; 2025Q4: 5,932 shares; 2026Q1: 6,101 shares 6,101 $850K 0.06% +169 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: 803 shares; 2025Q1: 863 shares; 2025Q2: 944 shares; 2025Q3: 938 shares; 2025Q4: 891 shares; 2026Q1: 878 shares 878 $844K 0.06% -13 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,696 shares; 2025Q1: 1,844 shares; 2025Q2: 1,907 shares; 2025Q3: 1,950 shares; 2025Q4: 1,835 shares; 2026Q1: 1,980 shares 1,980 $842K 0.06% +145 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: 2,110 shares; 2024Q4: 2,134 shares; 2025Q1: 2,342 shares; 2025Q2: 2,460 shares; 2025Q3: 2,493 shares; 2025Q4: 2,561 shares; 2026Q1: 2,646 shares 2,646 $842K 0.06% +85 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,351 shares; 2025Q1: 3,787 shares; 2025Q2: 4,207 shares; 2025Q3: 4,498 shares; 2025Q4: 4,539 shares; 2026Q1: 4,376 shares 4,376 $830K 0.05% -163 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 18,357 shares; 2025Q1: 18,401 shares; 2025Q2: 18,464 shares; 2025Q3: 18,646 shares; 2025Q4: 19,231 shares; 2026Q1: 19,525 shares 19,525 $819K 0.05% +294 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,280 shares; 2025Q1: 17,865 shares; 2025Q2: 17,930 shares; 2025Q3: 17,763 shares; 2025Q4: 17,544 shares; 2026Q1: 16,347 shares 16,347 $809K 0.05% -1,197 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,740 shares; 2025Q1: 8,840 shares; 2025Q2: 8,933 shares; 2025Q3: 8,922 shares; 2025Q4: 8,613 shares; 2026Q1: 8,344 shares 8,344 $798K 0.05% -269 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 8,919 shares; 2025Q1: 9,960 shares; 2025Q2: 11,454 shares; 2025Q3: 11,712 shares; 2025Q4: 11,580 shares; 2026Q1: 12,049 shares 12,049 $795K 0.05% +469 Timeline PXF 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: 11,324 shares; 2024Q4: 11,324 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares; 2025Q4: 11,324 shares; 2026Q1: 11,324 shares 11,324 $792K 0.05% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,645 shares; 2024Q4: 24,269 shares; 2025Q1: 29,077 shares; 2025Q2: 30,622 shares; 2025Q3: 33,080 shares; 2025Q4: 31,807 shares; 2026Q1: 30,287 shares 30,287 $784K 0.05% -1,520 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 2,590 shares; 2025Q1: 3,107 shares; 2025Q2: 3,226 shares; 2025Q3: 3,211 shares; 2025Q4: 3,348 shares; 2026Q1: 4,874 shares 4,874 $781K 0.05% +1,526 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,392 shares; 2026Q1: 8,399 shares 8,399 $764K 0.05% +7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,122 shares; 2025Q1: 1,198 shares; 2025Q2: 1,325 shares; 2025Q3: 1,389 shares; 2025Q4: 2,390 shares; 2026Q1: 2,425 shares 2,425 $762K 0.05% +35 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 32,254 shares; 2025Q1: 39,415 shares; 2025Q2: 45,096 shares; 2025Q3: 44,812 shares; 2025Q4: 45,383 shares; 2026Q1: 54,997 shares 54,997 $762K 0.05% +9,614 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: 5,575 shares; 2024Q4: 28,893 shares; 2025Q1: 31,692 shares; 2025Q2: 34,327 shares; 2025Q3: 35,089 shares; 2025Q4: 34,982 shares; 2026Q1: 36,593 shares 36,593 $757K 0.05% +1,611 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,479 shares; 2024Q4: 53,149 shares; 2025Q1: 60,666 shares; 2025Q2: 61,180 shares; 2025Q3: 64,842 shares; 2025Q4: 65,067 shares; 2026Q1: 66,357 shares 66,357 $749K 0.05% +1,290 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,235 shares; 2025Q1: 1,365 shares; 2025Q2: 1,685 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,730 shares 1,730 $748K 0.05% +22 Timeline AOR 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: 15,071 shares; 2024Q4: 15,075 shares; 2025Q1: 14,318 shares; 2025Q2: 14,131 shares; 2025Q3: 12,808 shares; 2025Q4: 11,558 shares; 2026Q1: 11,558 shares 11,558 $744K 0.05% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: not reported; 2025Q1: 11,274 shares; 2025Q2: 12,550 shares; 2025Q3: 13,630 shares; 2025Q4: 14,397 shares; 2026Q1: 25,314 shares 25,314 $741K 0.05% +10,917 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,455 shares; 2024Q4: 17,556 shares; 2025Q1: 18,564 shares; 2025Q2: 18,655 shares; 2025Q3: 19,305 shares; 2025Q4: 18,522 shares; 2026Q1: 18,944 shares 18,944 $740K 0.05% +422 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: 6,651 shares; 2024Q4: 7,023 shares; 2025Q1: 7,592 shares; 2025Q2: 7,751 shares; 2025Q3: 7,213 shares; 2025Q4: 7,891 shares; 2026Q1: 8,255 shares 8,255 $740K 0.05% +364 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 4,041 shares; 2025Q4: 7,214 shares; 2026Q1: 9,544 shares 9,544 $736K 0.05% +2,330 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,987 shares; 2025Q1: 3,255 shares; 2025Q2: 4,689 shares; 2025Q3: 4,171 shares; 2025Q4: 3,897 shares; 2026Q1: 4,224 shares 4,224 $733K 0.05% +327 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 5,756 shares; 2025Q1: 6,964 shares; 2025Q2: 7,639 shares; 2025Q3: 7,808 shares; 2025Q4: 7,867 shares; 2026Q1: 7,828 shares 7,828 $730K 0.05% -39 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 29,438 shares; 2025Q1: 31,880 shares; 2025Q2: 31,876 shares; 2025Q3: 33,315 shares; 2025Q4: 33,526 shares; 2026Q1: 33,434 shares 33,434 $724K 0.05% -92 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: 2,022 shares; 2024Q4: 2,035 shares; 2025Q1: 2,175 shares; 2025Q2: 2,334 shares; 2025Q3: 2,316 shares; 2025Q4: 2,231 shares; 2026Q1: 2,258 shares 2,258 $724K 0.05% +27 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 11,792 shares; 2025Q1: 13,012 shares; 2025Q2: 13,653 shares; 2025Q3: 13,663 shares; 2025Q4: 13,674 shares; 2026Q1: 13,678 shares 13,678 $713K 0.05% +4 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: 3,948 shares; 2024Q4: 4,848 shares; 2025Q1: 5,188 shares; 2025Q2: 5,029 shares; 2025Q3: 5,138 shares; 2025Q4: 5,150 shares; 2026Q1: 4,910 shares 4,910 $713K 0.05% -240 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,525 shares; 2025Q1: 7,540 shares; 2025Q2: 7,566 shares; 2025Q3: 7,596 shares; 2025Q4: 7,627 shares; 2026Q1: 7,659 shares 7,659 $710K 0.05% +32 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 2,516 shares; 2026Q1: 2,616 shares 2,616 $708K 0.05% +100 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: 3,169 shares; 2024Q4: 3,083 shares; 2025Q1: 3,421 shares; 2025Q2: 3,924 shares; 2025Q3: 3,880 shares; 2025Q4: 3,890 shares; 2026Q1: 3,867 shares 3,867 $705K 0.05% -23 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: 2,230 shares; 2024Q4: 2,357 shares; 2025Q1: 2,453 shares; 2025Q2: 2,481 shares; 2025Q3: 2,591 shares; 2025Q4: 2,709 shares; 2026Q1: 2,676 shares 2,676 $697K 0.05% -33 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,281 shares; 2025Q1: 1,462 shares; 2025Q2: 2,407 shares; 2025Q3: 2,102 shares; 2025Q4: 2,108 shares; 2026Q1: 2,121 shares 2,121 $694K 0.05% +13 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,862 shares; 2025Q1: 2,003 shares; 2025Q2: 4,234 shares; 2025Q3: 4,267 shares; 2025Q4: 5,055 shares; 2026Q1: 3,788 shares 3,788 $691K 0.05% -1,267 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 15,532 shares; 2025Q1: 17,955 shares; 2025Q2: 16,095 shares; 2025Q3: 15,975 shares; 2025Q4: 15,045 shares; 2026Q1: 16,234 shares 16,234 $686K 0.05% +1,189 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,046 shares; 2025Q1: 18,411 shares; 2025Q2: 14,087 shares; 2025Q3: 13,943 shares; 2025Q4: 14,002 shares; 2026Q1: 14,002 shares 14,002 $685K 0.05% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,674 shares; 2025Q1: 7,150 shares; 2025Q2: 8,261 shares; 2025Q3: 7,830 shares; 2025Q4: 9,048 shares; 2026Q1: 9,379 shares 9,379 $683K 0.05% +331 Timeline ESML 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: 12,019 shares; 2024Q4: 12,044 shares; 2025Q1: 12,076 shares; 2025Q2: 12,002 shares; 2025Q3: 11,967 shares; 2025Q4: 12,707 shares; 2026Q1: 14,444 shares 14,444 $679K 0.04% +1,737 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 8,003 shares; 2025Q1: 8,581 shares; 2025Q2: 8,739 shares; 2025Q3: 9,125 shares; 2025Q4: 9,481 shares; 2026Q1: 9,277 shares 9,277 $675K 0.04% -204 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: 15,367 shares; 2024Q4: 12,866 shares; 2025Q1: 13,558 shares; 2025Q2: 15,429 shares; 2025Q3: 15,534 shares; 2025Q4: 15,721 shares; 2026Q1: 16,401 shares 16,401 $673K 0.04% +680 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,352 shares; 2024Q4: 181,096 shares; 2025Q1: 203,465 shares; 2025Q2: 186,269 shares; 2025Q3: 215,831 shares; 2025Q4: 251,624 shares; 2026Q1: 315,828 shares 315,828 $670K 0.04% +64,204 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: 4,046 shares; 2024Q4: 4,110 shares; 2025Q1: 4,760 shares; 2025Q2: 5,105 shares; 2025Q3: 5,042 shares; 2025Q4: 4,972 shares; 2026Q1: 5,183 shares 5,183 $667K 0.04% +211 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 36,663 shares; 2026Q1: 36,663 shares 36,663 $660K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,602 shares; 2025Q1: 2,865 shares; 2025Q2: 4,481 shares; 2025Q3: 4,226 shares; 2025Q4: 4,114 shares; 2026Q1: 3,789 shares 3,789 $654K 0.04% -325 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: 577 shares; 2024Q4: 579 shares; 2025Q1: 624 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 730 shares; 2026Q1: 727 shares 727 $651K 0.04% -3 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,827 shares; 2024Q4: 57,828 shares; 2025Q1: 68,371 shares; 2025Q2: 70,758 shares; 2025Q3: 68,398 shares; 2025Q4: 73,876 shares; 2026Q1: 72,025 shares 72,025 $647K 0.04% -1,851 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 3,003 shares; 2025Q1: 3,183 shares; 2025Q2: 3,088 shares; 2025Q3: 3,066 shares; 2025Q4: 3,049 shares; 2026Q1: 3,224 shares 3,224 $639K 0.04% +175 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 406 shares; 2025Q1: 427 shares; 2025Q2: 6,960 shares; 2025Q3: 7,171 shares; 2025Q4: 6,617 shares; 2026Q1: 6,878 shares 6,878 $635K 0.04% +261 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: 3,994 shares; 2024Q4: 4,127 shares; 2025Q1: 4,531 shares; 2025Q2: 4,840 shares; 2025Q3: 4,672 shares; 2025Q4: 4,242 shares; 2026Q1: 3,696 shares 3,696 $633K 0.04% -546 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 824 shares; 2025Q1: 1,158 shares; 2025Q2: 1,243 shares; 2025Q3: 1,143 shares; 2025Q4: 1,317 shares; 2026Q1: 1,407 shares 1,407 $628K 0.04% +90 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 536 shares; 2025Q1: 582 shares; 2025Q2: 619 shares; 2025Q3: 615 shares; 2025Q4: 593 shares; 2026Q1: 640 shares 640 $628K 0.04% +47 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,861 shares; 2024Q4: 5,474 shares; 2025Q1: 7,452 shares; 2025Q2: 8,471 shares; 2025Q3: 8,904 shares; 2025Q4: 8,513 shares; 2026Q1: 8,676 shares 8,676 $624K 0.04% +163 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,787 shares; 2024Q4: 64,747 shares; 2025Q1: 70,381 shares; 2025Q2: 73,798 shares; 2025Q3: 74,323 shares; 2025Q4: 78,645 shares; 2026Q1: 77,590 shares 77,590 $616K 0.04% -1,055 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: 2,760 shares; 2024Q4: 2,737 shares; 2025Q1: 3,011 shares; 2025Q2: 4,055 shares; 2025Q3: 3,379 shares; 2025Q4: 3,806 shares; 2026Q1: 3,087 shares 3,087 $612K 0.04% -719 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 8,581 shares; 2025Q1: 10,278 shares; 2025Q2: 10,798 shares; 2025Q3: 11,374 shares; 2025Q4: 11,794 shares; 2026Q1: 12,561 shares 12,561 $612K 0.04% +767 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,021 shares; 2025Q1: 3,530 shares; 2025Q2: 6,034 shares; 2025Q3: 6,145 shares; 2025Q4: 6,612 shares; 2026Q1: 6,319 shares 6,319 $610K 0.04% -293 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: 2,851 shares; 2024Q4: 2,505 shares; 2025Q1: 2,784 shares; 2025Q2: 3,011 shares; 2025Q3: 3,047 shares; 2025Q4: 3,044 shares; 2026Q1: 2,495 shares 2,495 $609K 0.04% -549 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 18,837 shares; 2025Q1: 18,925 shares; 2025Q2: 18,502 shares; 2025Q3: 18,587 shares; 2025Q4: 18,623 shares; 2026Q1: 19,849 shares 19,849 $609K 0.04% +1,226 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: 2,413 shares; 2024Q4: 2,397 shares; 2025Q1: 2,707 shares; 2025Q2: 2,560 shares; 2025Q3: 2,657 shares; 2025Q4: 2,938 shares; 2026Q1: 2,898 shares 2,898 $609K 0.04% -40 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,284 shares; 2025Q1: 4,497 shares; 2025Q2: 4,449 shares; 2025Q3: 4,459 shares; 2025Q4: 4,789 shares; 2026Q1: 4,627 shares 4,627 $606K 0.04% -162 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 7,520 shares; 2025Q1: 9,079 shares; 2025Q2: 9,153 shares; 2025Q3: 9,228 shares; 2025Q4: 18,072 shares; 2026Q1: 18,288 shares 18,288 $603K 0.04% +216 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,252 shares; 2025Q1: 6,374 shares; 2025Q2: 6,948 shares; 2025Q3: 6,117 shares; 2025Q4: 6,089 shares; 2026Q1: 5,487 shares 5,487 $596K 0.04% -602 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,821 shares; 2025Q1: 1,913 shares; 2025Q2: 1,971 shares; 2025Q3: 1,962 shares; 2025Q4: 1,973 shares; 2026Q1: 2,028 shares 2,028 $592K 0.04% +55 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 4,853 shares; 2025Q1: 8,372 shares; 2025Q2: 7,971 shares; 2025Q3: 7,971 shares; 2025Q4: 4,340 shares; 2026Q1: 8,791 shares 8,791 $590K 0.04% +4,451 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 1,059 shares; 2025Q2: 1,184 shares; 2025Q3: 1,220 shares; 2025Q4: 1,216 shares; 2026Q1: 1,214 shares 1,214 $589K 0.04% -2 Timeline ESGE 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: 15,045 shares; 2024Q4: 15,209 shares; 2025Q1: 15,219 shares; 2025Q2: 15,237 shares; 2025Q3: 15,175 shares; 2025Q4: 13,479 shares; 2026Q1: 12,808 shares 12,808 $582K 0.04% -671 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: 474 shares; 2024Q4: 485 shares; 2025Q1: 495 shares; 2025Q2: 519 shares; 2025Q3: 538 shares; 2025Q4: 507 shares; 2026Q1: 528 shares 528 $576K 0.04% +21 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,747 shares; 2025Q1: 4,056 shares; 2025Q2: 4,335 shares; 2025Q3: 4,352 shares; 2025Q4: 4,399 shares; 2026Q1: 4,251 shares 4,251 $575K 0.04% -148 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 4,712 shares; 2025Q1: 4,958 shares; 2025Q2: 4,976 shares; 2025Q3: 4,979 shares; 2025Q4: 4,822 shares; 2026Q1: 5,092 shares 5,092 $572K 0.04% +270 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,186 shares; 2025Q1: 3,447 shares; 2025Q2: 3,723 shares; 2025Q3: 3,506 shares; 2025Q4: 3,272 shares; 2026Q1: 3,625 shares 3,625 $570K 0.04% +353 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,037 shares; 2024Q4: 16,062 shares; 2025Q1: 16,061 shares; 2025Q2: 16,160 shares; 2025Q3: 17,209 shares; 2025Q4: 17,168 shares; 2026Q1: 17,026 shares 17,026 $568K 0.04% -142 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 716 shares; 2025Q1: 838 shares; 2025Q2: 869 shares; 2025Q3: 837 shares; 2025Q4: 835 shares; 2026Q1: 830 shares 830 $566K 0.04% -5 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: 2,196 shares; 2024Q4: 2,237 shares; 2025Q1: 2,563 shares; 2025Q2: 2,850 shares; 2025Q3: 2,734 shares; 2025Q4: 2,504 shares; 2026Q1: 2,497 shares 2,497 $564K 0.04% -7 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 617 shares; 2025Q1: 641 shares; 2025Q2: 977 shares; 2025Q3: 967 shares; 2025Q4: 961 shares; 2026Q1: 1,003 shares 1,003 $564K 0.04% +42 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,756 shares; 2025Q1: 3,211 shares; 2025Q2: 3,330 shares; 2025Q3: 3,281 shares; 2025Q4: 3,298 shares; 2026Q1: 3,253 shares 3,253 $560K 0.04% -45 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,924 shares; 2026Q1: 10,702 shares 10,702 $556K 0.04% +778 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,329 shares; 2025Q1: 1,406 shares; 2025Q2: 1,540 shares; 2025Q3: 1,542 shares; 2025Q4: 1,841 shares; 2026Q1: 1,957 shares 1,957 $555K 0.04% +116 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: 3,251 shares; 2024Q4: 3,378 shares; 2025Q1: 3,525 shares; 2025Q2: 3,990 shares; 2025Q3: 4,156 shares; 2025Q4: 4,000 shares; 2026Q1: 4,232 shares 4,232 $554K 0.04% +232 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 798 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 899 shares; 2025Q4: 986 shares; 2026Q1: 1,002 shares 1,002 $550K 0.04% +16 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: 2,362 shares; 2024Q4: 2,638 shares; 2025Q1: 2,465 shares; 2025Q2: 1,446 shares; 2025Q3: 1,979 shares; 2025Q4: 2,151 shares; 2026Q1: 1,997 shares 1,997 $544K 0.04% -154 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 reported; 2024Q4: 10,636 shares; 2025Q1: 12,094 shares; 2025Q2: 17,882 shares; 2025Q3: 21,025 shares; 2025Q4: 26,232 shares; 2026Q1: 25,616 shares 25,616 $542K 0.04% -616 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 7,282 shares; 2025Q1: 7,563 shares; 2025Q2: 7,715 shares; 2025Q3: 7,710 shares; 2025Q4: 7,263 shares; 2026Q1: 7,429 shares 7,429 $538K 0.04% +166 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,011 shares; 2025Q1: 1,075 shares; 2025Q2: 1,112 shares; 2025Q3: 1,157 shares; 2025Q4: 1,064 shares; 2026Q1: 1,228 shares 1,228 $536K 0.04% +164 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: 1,423 shares; 2024Q4: 1,445 shares; 2025Q1: 1,610 shares; 2025Q2: 1,705 shares; 2025Q3: 1,787 shares; 2025Q4: 1,746 shares; 2026Q1: 1,758 shares 1,758 $535K 0.04% +12 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 5,167 shares; 2025Q1: 5,438 shares; 2025Q2: 5,655 shares; 2025Q3: 5,668 shares; 2025Q4: 5,704 shares; 2026Q1: 5,641 shares 5,641 $534K 0.04% -63 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,629 shares; 2025Q1: 1,672 shares; 2025Q2: 1,860 shares; 2025Q3: 1,907 shares; 2025Q4: 1,877 shares; 2026Q1: 1,909 shares 1,909 $530K 0.03% +32 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,967 shares; 2026Q1: 9,267 shares 9,267 $528K 0.03% -700 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,518 shares; 2025Q1: 2,009 shares; 2025Q2: 2,423 shares; 2025Q3: 1,836 shares; 2025Q4: 1,898 shares; 2026Q1: 1,801 shares 1,801 $527K 0.03% -97 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: 1,053 shares; 2024Q4: 1,059 shares; 2025Q1: 1,162 shares; 2025Q2: 1,159 shares; 2025Q3: 1,195 shares; 2025Q4: 1,198 shares; 2026Q1: 1,263 shares 1,263 $526K 0.03% +65 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,973 shares; 2025Q1: 6,046 shares; 2025Q2: 5,384 shares; 2025Q3: 6,147 shares; 2025Q4: 6,430 shares; 2026Q1: 8,982 shares 8,982 $525K 0.03% +2,552 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: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,675 shares; 2025Q2: 1,891 shares; 2025Q3: 1,896 shares; 2025Q4: 1,954 shares; 2026Q1: 2,091 shares 2,091 $522K 0.03% +137 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,989 shares; 2025Q1: 6,916 shares; 2025Q2: 7,945 shares; 2025Q3: 8,232 shares; 2025Q4: 8,475 shares; 2026Q1: 8,920 shares 8,920 $522K 0.03% +445 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF 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: 10,488 shares 10,488 $521K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,361 shares; 2024Q4: 7,474 shares; 2025Q1: 8,013 shares; 2025Q2: 8,931 shares; 2025Q3: 8,723 shares; 2025Q4: 8,590 shares; 2026Q1: 8,289 shares 8,289 $520K 0.03% -301 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: 1,668 shares; 2024Q4: 1,976 shares; 2025Q1: 2,201 shares; 2025Q2: 2,551 shares; 2025Q3: 2,342 shares; 2025Q4: 2,240 shares; 2026Q1: 2,253 shares 2,253 $518K 0.03% +13 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 612 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 624 shares; 2026Q1: 605 shares 605 $514K 0.03% -19 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,728 shares; 2025Q2: 1,746 shares; 2025Q3: 1,749 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares 2,749 $509K 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 917 shares; 2025Q1: 1,116 shares; 2025Q2: 1,260 shares; 2025Q3: 1,233 shares; 2025Q4: 1,084 shares; 2026Q1: 1,063 shares 1,063 $503K 0.03% -21 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,824 shares; 2025Q1: 2,021 shares; 2025Q2: 2,128 shares; 2025Q3: 1,911 shares; 2025Q4: 1,854 shares; 2026Q1: 1,877 shares 1,877 $501K 0.03% +23 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 6,906 shares; 2025Q1: 6,841 shares; 2025Q2: 6,697 shares; 2025Q3: 7,498 shares; 2025Q4: 7,378 shares; 2026Q1: 6,340 shares 6,340 $499K 0.03% -1,038 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: 2,228 shares; 2024Q4: 2,293 shares; 2025Q1: 2,470 shares; 2025Q2: 2,151 shares; 2025Q3: 2,383 shares; 2025Q4: 3,326 shares; 2026Q1: 3,428 shares 3,428 $496K 0.03% +102 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,684 shares; 2025Q1: 1,844 shares; 2025Q2: 1,902 shares; 2025Q3: 1,874 shares; 2025Q4: 1,758 shares; 2026Q1: 1,772 shares 1,772 $495K 0.03% +14 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 6,481 shares; 2025Q1: 7,475 shares; 2025Q2: 8,866 shares; 2025Q3: 8,720 shares; 2025Q4: 8,767 shares; 2026Q1: 9,131 shares 9,131 $494K 0.03% +364 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,656 shares; 2025Q1: 7,265 shares; 2025Q2: 8,226 shares; 2025Q3: 8,311 shares; 2025Q4: 8,343 shares; 2026Q1: 8,364 shares 8,364 $492K 0.03% +21 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: 4,324 shares; 2025Q3: 4,067 shares; 2025Q4: 4,454 shares; 2026Q1: 4,527 shares 4,527 $490K 0.03% +73 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,878 shares; 2025Q1: 1,995 shares; 2025Q2: 2,159 shares; 2025Q3: 2,235 shares; 2025Q4: 2,241 shares; 2026Q1: 2,358 shares 2,358 $489K 0.03% +117 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,387 shares; 2025Q3: 1,693 shares; 2025Q4: 1,694 shares; 2026Q1: 1,721 shares 1,721 $486K 0.03% +27 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,381 shares; 2024Q4: 23,782 shares; 2025Q1: 47,264 shares; 2025Q2: 66,675 shares; 2025Q3: 77,797 shares; 2025Q4: 85,405 shares; 2026Q1: 125,162 shares 125,162 $486K 0.03% +39,757 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: 7,252 shares; 2024Q4: 7,335 shares; 2025Q1: 8,182 shares; 2025Q2: 8,929 shares; 2025Q3: 8,958 shares; 2025Q4: 9,088 shares; 2026Q1: 9,267 shares 9,267 $482K 0.03% +179 Timeline ACWV 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: 3,940 shares; 2024Q4: 3,969 shares; 2025Q1: 3,969 shares; 2025Q2: 3,990 shares; 2025Q3: 3,990 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares 4,012 $479K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,858 shares; 2024Q4: 21,062 shares; 2025Q1: 19,684 shares; 2025Q2: 19,711 shares; 2025Q3: 14,807 shares; 2025Q4: 15,393 shares; 2026Q1: 16,652 shares 16,652 $478K 0.03% +1,259 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 852 shares; 2025Q1: 965 shares; 2025Q2: 1,519 shares; 2025Q3: 1,496 shares; 2025Q4: 1,406 shares; 2026Q1: 1,478 shares 1,478 $477K 0.03% +72 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 7,340 shares; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 5,510 shares; 2025Q4: 5,510 shares; 2026Q1: 5,398 shares 5,398 $474K 0.03% -112 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: 1,020 shares; 2024Q4: 1,021 shares; 2025Q1: 1,221 shares; 2025Q2: 1,290 shares; 2025Q3: 1,291 shares; 2025Q4: 1,341 shares; 2026Q1: 1,363 shares 1,363 $468K 0.03% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: 1,592 shares; 2025Q4: 1,634 shares; 2026Q1: 1,733 shares 1,733 $461K 0.03% +99 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: 3,265 shares; 2024Q4: 3,138 shares; 2025Q1: 3,291 shares; 2025Q2: 3,234 shares; 2025Q3: 3,911 shares; 2025Q4: 4,000 shares; 2026Q1: 4,354 shares 4,354 $458K 0.03% +354 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,316 shares; 2024Q4: 34,541 shares; 2025Q1: 41,588 shares; 2025Q2: 47,361 shares; 2025Q3: 44,804 shares; 2025Q4: 52,223 shares; 2026Q1: 33,803 shares 33,803 $457K 0.03% -18,420 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: 23,862 shares; 2024Q4: 22,063 shares; 2025Q1: 22,068 shares; 2025Q2: 22,727 shares; 2025Q3: 22,733 shares; 2025Q4: 22,740 shares; 2026Q1: 23,610 shares 23,610 $456K 0.03% +870 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,650 shares; 2025Q2: 1,614 shares; 2025Q3: 1,638 shares; 2025Q4: 1,530 shares; 2026Q1: 1,650 shares 1,650 $454K 0.03% +120 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,351 shares; 2025Q1: 9,157 shares; 2025Q2: 9,418 shares; 2025Q3: 9,577 shares; 2025Q4: 9,274 shares; 2026Q1: 5,168 shares 5,168 $452K 0.03% -4,106 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: 1,040 shares; 2024Q4: 1,100 shares; 2025Q1: 1,273 shares; 2025Q2: 1,333 shares; 2025Q3: 1,302 shares; 2025Q4: 1,300 shares; 2026Q1: 1,310 shares 1,310 $452K 0.03% +10 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: 13,192 shares; 2024Q4: 14,472 shares; 2025Q1: 15,435 shares; 2025Q2: 16,305 shares; 2025Q3: 16,456 shares; 2025Q4: 16,479 shares; 2026Q1: 17,170 shares 17,170 $447K 0.03% +691 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: 769 shares; 2024Q4: 778 shares; 2025Q1: 856 shares; 2025Q2: 844 shares; 2025Q3: 783 shares; 2025Q4: 823 shares; 2026Q1: 826 shares 826 $444K 0.03% +3 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 6,897 shares; 2025Q2: 7,097 shares; 2025Q3: 6,674 shares; 2025Q4: 6,708 shares; 2026Q1: 6,408 shares 6,408 $444K 0.03% -300 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: 1,534 shares; 2025Q2: 1,745 shares; 2025Q3: 1,769 shares; 2025Q4: 1,814 shares; 2026Q1: 1,795 shares 1,795 $444K 0.03% -19 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,568 shares; 2025Q3: 1,504 shares; 2025Q4: 1,788 shares; 2026Q1: 1,914 shares 1,914 $441K 0.03% +126 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,972 shares; 2025Q1: 2,980 shares; 2025Q2: 2,929 shares; 2025Q3: 2,928 shares; 2025Q4: 3,134 shares; 2026Q1: 3,111 shares 3,111 $440K 0.03% -23 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 132 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 146 shares; 2025Q4: 133 shares; 2026Q1: 130 shares 130 $439K 0.03% -3 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 6,542 shares; 2025Q3: 6,562 shares; 2025Q4: 6,635 shares; 2026Q1: 6,634 shares 6,634 $439K 0.03% -1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 2,739 shares; 2025Q3: 2,786 shares; 2025Q4: 2,161 shares; 2026Q1: 2,158 shares 2,158 $438K 0.03% -3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,243 shares; 2025Q1: 3,601 shares; 2025Q2: 3,899 shares; 2025Q3: 4,038 shares; 2025Q4: 4,096 shares; 2026Q1: 4,480 shares 4,480 $435K 0.03% +384 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,075 shares; 2025Q1: 3,660 shares; 2025Q2: 4,119 shares; 2025Q3: 4,244 shares; 2025Q4: 3,673 shares; 2026Q1: 3,588 shares 3,588 $426K 0.03% -85 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 6,736 shares; 2025Q1: 7,851 shares; 2025Q2: 7,900 shares; 2025Q3: 6,187 shares; 2025Q4: 6,552 shares; 2026Q1: 7,016 shares 7,016 $426K 0.03% +464 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 489 shares; 2025Q2: 550 shares; 2025Q3: 555 shares; 2025Q4: 551 shares; 2026Q1: 584 shares 584 $425K 0.03% +33 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,594 shares; 2025Q1: 4,795 shares; 2025Q2: 4,980 shares; 2025Q3: 5,179 shares; 2025Q4: 5,009 shares; 2026Q1: 5,254 shares 5,254 $425K 0.03% +245 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,686 shares; 2025Q1: 8,706 shares; 2025Q2: 8,738 shares; 2025Q3: 9,319 shares; 2025Q4: 9,692 shares; 2026Q1: 11,891 shares 11,891 $422K 0.03% +2,199 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,347 shares; 2024Q4: 24,347 shares; 2025Q1: 24,653 shares; 2025Q2: 24,653 shares; 2025Q3: 24,756 shares; 2025Q4: 24,756 shares; 2026Q1: 24,756 shares 24,756 $420K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,809 shares; 2025Q1: 3,323 shares; 2025Q2: 3,318 shares; 2025Q3: 3,079 shares; 2025Q4: 3,090 shares; 2026Q1: 3,091 shares 3,091 $418K 0.03% +1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,423 shares; 2025Q1: 1,491 shares; 2025Q2: 1,581 shares; 2025Q3: 1,661 shares; 2025Q4: 1,737 shares; 2026Q1: 1,744 shares 1,744 $418K 0.03% +7 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: 2,433 shares; 2025Q1: 2,679 shares; 2025Q2: 3,093 shares; 2025Q3: 3,015 shares; 2025Q4: 3,084 shares; 2026Q1: 3,183 shares 3,183 $417K 0.03% +99 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,122 shares; 2025Q4: 4,246 shares; 2026Q1: 4,250 shares 4,250 $414K 0.03% +4 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: 5,272 shares; 2025Q2: 5,850 shares; 2025Q3: 5,796 shares; 2025Q4: 5,865 shares; 2026Q1: 8,814 shares 8,814 $410K 0.03% +2,949 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: 1,386 shares; 2024Q4: 1,452 shares; 2025Q1: 1,590 shares; 2025Q2: 1,678 shares; 2025Q3: 1,714 shares; 2025Q4: 1,630 shares; 2026Q1: 1,848 shares 1,848 $405K 0.03% +218 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,193 shares; 2025Q2: 2,938 shares; 2025Q3: 3,000 shares; 2025Q4: 2,780 shares; 2026Q1: 2,945 shares 2,945 $401K 0.03% +165 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,521 shares; 2025Q1: 3,773 shares; 2025Q2: 4,131 shares; 2025Q3: 3,987 shares; 2025Q4: 4,110 shares; 2026Q1: 4,897 shares 4,897 $400K 0.03% +787 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,275 shares; 2024Q4: 24,344 shares; 2025Q1: 26,817 shares; 2025Q2: 26,753 shares; 2025Q3: 25,406 shares; 2025Q4: 25,622 shares; 2026Q1: 27,947 shares 27,947 $398K 0.03% +2,325 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,930 shares; 2025Q1: 9,003 shares; 2025Q2: 9,084 shares; 2025Q3: 8,563 shares; 2025Q4: 8,641 shares; 2026Q1: 7,941 shares 7,941 $397K 0.03% -700 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 9,980 shares; 2025Q1: 10,653 shares; 2025Q2: 11,117 shares; 2025Q3: 11,563 shares; 2025Q4: 11,526 shares; 2026Q1: 11,526 shares 11,526 $397K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,518 shares; 2025Q1: 6,279 shares; 2025Q2: 6,513 shares; 2025Q3: 6,431 shares; 2025Q4: 6,433 shares; 2026Q1: 6,340 shares 6,340 $397K 0.03% -93 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 4,001 shares; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares 3,943 $394K 0.03% 0 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 reported; 2024Q4: 3,036 shares; 2025Q1: 3,504 shares; 2025Q2: 7,790 shares; 2025Q3: 7,761 shares; 2025Q4: 8,300 shares; 2026Q1: 8,481 shares 8,481 $394K 0.03% +181 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,044 shares; 2025Q1: 5,434 shares; 2025Q2: 6,400 shares; 2025Q3: 7,183 shares; 2025Q4: 10,804 shares; 2026Q1: 9,706 shares 9,706 $393K 0.03% -1,098 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,340 shares; 2025Q1: 4,848 shares; 2025Q2: 5,554 shares; 2025Q3: 5,750 shares; 2025Q4: 5,332 shares; 2026Q1: 5,381 shares 5,381 $390K 0.03% +49 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,067 shares; 2025Q1: 8,067 shares; 2025Q2: 8,067 shares; 2025Q3: 8,067 shares; 2025Q4: 8,067 shares; 2026Q1: 8,067 shares 8,067 $388K 0.03% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,476 shares; 2025Q3: 1,445 shares; 2025Q4: 1,380 shares; 2026Q1: 1,375 shares 1,375 $386K 0.03% -5 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 7,635 shares; 2025Q4: 9,300 shares; 2026Q1: 20,450 shares 20,450 $386K 0.03% +11,150 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: 1,539 shares; 2024Q4: 1,559 shares; 2025Q1: 1,674 shares; 2025Q2: 1,872 shares; 2025Q3: 1,723 shares; 2025Q4: 1,833 shares; 2026Q1: 1,852 shares 1,852 $385K 0.03% +19 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 1,913 shares; 2025Q1: 10,849 shares; 2025Q2: 10,624 shares; 2025Q3: 11,287 shares; 2025Q4: 12,876 shares; 2026Q1: 12,794 shares 12,794 $384K 0.03% -82 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,421 shares; 2025Q1: 2,784 shares; 2025Q2: 2,507 shares; 2025Q3: 2,932 shares; 2025Q4: 2,880 shares; 2026Q1: 3,726 shares 3,726 $381K 0.03% +846 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: 2,902 shares; 2024Q4: 2,781 shares; 2025Q1: 3,229 shares; 2025Q2: 5,631 shares; 2025Q3: 4,949 shares; 2025Q4: 5,256 shares; 2026Q1: 4,460 shares 4,460 $380K 0.03% -796 Timeline PABU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,700 shares; 2025Q1: 5,578 shares; 2025Q2: 5,468 shares; 2025Q3: 5,480 shares; 2025Q4: 5,254 shares; 2026Q1: 5,734 shares 5,734 $380K 0.03% +480 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: 5,758 shares; 2024Q4: 5,390 shares; 2025Q1: 5,604 shares; 2025Q2: 4,968 shares; 2025Q3: 5,346 shares; 2025Q4: 5,412 shares; 2026Q1: 4,809 shares 4,809 $378K 0.02% -603 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 12,974 shares; 2025Q1: 12,885 shares; 2025Q2: 12,947 shares; 2025Q3: 13,059 shares; 2025Q4: 12,113 shares; 2026Q1: 9,632 shares 9,632 $376K 0.02% -2,481 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,523 shares; 2025Q3: 1,368 shares; 2025Q4: 1,506 shares; 2026Q1: 1,820 shares 1,820 $376K 0.02% +314 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,664 shares; 2026Q1: 1,733 shares 1,733 $375K 0.02% +69 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,081 shares; 2025Q1: 3,341 shares; 2025Q2: 3,256 shares; 2025Q3: 3,334 shares; 2025Q4: 3,362 shares; 2026Q1: 3,414 shares 3,414 $375K 0.02% +52 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,016 shares; 2024Q4: 9,161 shares; 2025Q1: 10,461 shares; 2025Q2: 8,970 shares; 2025Q3: 8,696 shares; 2025Q4: 9,017 shares; 2026Q1: 7,949 shares 7,949 $374K 0.02% -1,068 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 1,050 shares; 2025Q2: 852 shares; 2025Q3: 829 shares; 2025Q4: 1,041 shares; 2026Q1: 937 shares 937 $373K 0.02% -104 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 5,355 shares; 2025Q3: 5,382 shares; 2025Q4: 5,461 shares; 2026Q1: 6,089 shares 6,089 $373K 0.02% +628 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,473 shares; 2025Q1: 3,875 shares; 2025Q2: 4,076 shares; 2025Q3: 4,127 shares; 2025Q4: 4,055 shares; 2026Q1: 4,074 shares 4,074 $371K 0.02% +19 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,865 shares; 2025Q4: 3,393 shares; 2026Q1: 3,741 shares 3,741 $371K 0.02% +348 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: 3,864 shares; 2024Q4: not reported; 2025Q1: 4,320 shares; 2025Q2: 4,779 shares; 2025Q3: 4,994 shares; 2025Q4: 5,905 shares; 2026Q1: 5,146 shares 5,146 $370K 0.02% -759 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 15,600 shares; 2026Q1: 14,478 shares 14,478 $369K 0.02% -1,122 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,408 shares; 2025Q3: 1,182 shares; 2025Q4: 1,331 shares; 2026Q1: 1,388 shares 1,388 $369K 0.02% +57 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 11,404 shares; 2025Q1: 12,133 shares; 2025Q2: 12,136 shares; 2025Q3: 12,147 shares; 2025Q4: 12,147 shares; 2026Q1: 12,148 shares 12,148 $369K 0.02% +1 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: 640 shares; 2024Q4: 749 shares; 2025Q1: 814 shares; 2025Q2: 935 shares; 2025Q3: 781 shares; 2025Q4: 656 shares; 2026Q1: 849 shares 849 $368K 0.02% +193 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD 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: 2,983 shares; 2025Q3: 2,977 shares; 2025Q4: 2,981 shares; 2026Q1: 2,802 shares 2,802 $367K 0.02% -179 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,523 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,529 shares; 2025Q4: 1,538 shares; 2026Q1: 1,541 shares 1,541 $364K 0.02% +3 Timeline E ENI SPA More: the full row for ENI SPA 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: 6,474 shares; 2025Q3: 6,347 shares; 2025Q4: 6,359 shares; 2026Q1: 6,359 shares 6,359 $360K 0.02% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 13,188 shares; 2025Q1: 13,188 shares; 2025Q2: 13,223 shares; 2025Q3: 11,914 shares; 2025Q4: 13,035 shares; 2026Q1: 11,692 shares 11,692 $357K 0.02% -1,343 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 509 shares; 2025Q4: 505 shares; 2026Q1: 490 shares 490 $357K 0.02% -15 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,210 shares; 2025Q1: 3,437 shares; 2025Q2: 3,944 shares; 2025Q3: 2,340 shares; 2025Q4: 3,262 shares; 2026Q1: 3,466 shares 3,466 $356K 0.02% +204 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 338 shares; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: 445 shares; 2025Q4: 458 shares; 2026Q1: 461 shares 461 $356K 0.02% +3 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 6,177 shares; 2025Q3: 6,078 shares; 2025Q4: 6,411 shares; 2026Q1: 6,432 shares 6,432 $355K 0.02% +21 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,673 shares; 2025Q3: 3,908 shares; 2025Q4: 3,928 shares; 2026Q1: 4,161 shares 4,161 $352K 0.02% +233 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: 1,376 shares; 2024Q4: 1,328 shares; 2025Q1: 1,537 shares; 2025Q2: 1,407 shares; 2025Q3: 1,420 shares; 2025Q4: 1,688 shares; 2026Q1: 1,637 shares 1,637 $351K 0.02% -51 Timeline VSGX 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: 2,815 shares; 2024Q4: 2,716 shares; 2025Q1: 2,733 shares; 2025Q2: 2,717 shares; 2025Q3: 5,086 shares; 2025Q4: 5,015 shares; 2026Q1: 4,881 shares 4,881 $350K 0.02% -134 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: 1,056 shares; 2024Q4: 1,252 shares; 2025Q1: 1,468 shares; 2025Q2: 1,350 shares; 2025Q3: 1,163 shares; 2025Q4: 1,246 shares; 2026Q1: 1,204 shares 1,204 $350K 0.02% -42 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 11,829 shares; 2025Q1: 11,814 shares; 2025Q2: 11,874 shares; 2025Q3: 11,931 shares; 2025Q4: 12,565 shares; 2026Q1: 12,120 shares 12,120 $349K 0.02% -445 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,510 shares; 2025Q2: 1,419 shares; 2025Q3: 1,274 shares; 2025Q4: 1,373 shares; 2026Q1: 1,382 shares 1,382 $346K 0.02% +9 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,294 shares; 2024Q4: 35,503 shares; 2025Q1: 39,391 shares; 2025Q2: 35,580 shares; 2025Q3: 41,435 shares; 2025Q4: 43,587 shares; 2026Q1: 43,800 shares 43,800 $346K 0.02% +213 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,822 shares; 2025Q1: 25,447 shares; 2025Q2: 31,082 shares; 2025Q3: 36,580 shares; 2025Q4: 43,444 shares; 2026Q1: 26,914 shares 26,914 $343K 0.02% -16,530 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,271 shares; 2025Q1: 1,321 shares; 2025Q2: 1,605 shares; 2025Q3: 1,472 shares; 2025Q4: 1,686 shares; 2026Q1: 1,750 shares 1,750 $342K 0.02% +64 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: 782 shares; 2024Q4: 774 shares; 2025Q1: 821 shares; 2025Q2: 920 shares; 2025Q3: 914 shares; 2025Q4: 787 shares; 2026Q1: 765 shares 765 $340K 0.02% -22 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,034 shares; 2025Q1: 981 shares; 2025Q2: 1,077 shares; 2025Q3: 1,301 shares; 2025Q4: 984 shares; 2026Q1: 857 shares 857 $340K 0.02% -127 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,382 shares; 2025Q1: 2,459 shares; 2025Q2: 2,508 shares; 2025Q3: 2,326 shares; 2025Q4: 1,995 shares; 2026Q1: 1,990 shares 1,990 $337K 0.02% -5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 883 shares; 2025Q4: 876 shares; 2026Q1: 937 shares 937 $336K 0.02% +61 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,453 shares; 2025Q1: 1,565 shares; 2025Q2: 1,682 shares; 2025Q3: 1,731 shares; 2025Q4: 1,755 shares; 2026Q1: 1,782 shares 1,782 $332K 0.02% +27 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: 1,330 shares; 2024Q4: 1,428 shares; 2025Q1: 1,666 shares; 2025Q2: 1,767 shares; 2025Q3: 1,723 shares; 2025Q4: 1,785 shares; 2026Q1: 1,835 shares 1,835 $331K 0.02% +50 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 5,182 shares; 2025Q1: 6,414 shares; 2025Q2: 6,364 shares; 2025Q3: 5,291 shares; 2025Q4: 4,768 shares; 2026Q1: 4,756 shares 4,756 $330K 0.02% -12 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,088 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares 1,091 $330K 0.02% 0 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA 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: 4,435 shares; 2025Q4: 4,477 shares; 2026Q1: 4,491 shares 4,491 $327K 0.02% +14 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,537 shares; 2025Q4: 1,575 shares; 2026Q1: 1,600 shares 1,600 $326K 0.02% +25 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: 422 shares; 2024Q4: 431 shares; 2025Q1: 452 shares; 2025Q2: 537 shares; 2025Q3: 539 shares; 2025Q4: 559 shares; 2026Q1: 554 shares 554 $326K 0.02% -5 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,576 shares; 2025Q4: 1,729 shares; 2026Q1: 1,975 shares 1,975 $324K 0.02% +246 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,509 shares; 2025Q1: 2,493 shares; 2025Q2: 2,495 shares; 2025Q3: 2,497 shares; 2025Q4: 2,500 shares; 2026Q1: 2,501 shares 2,501 $320K 0.02% +1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 952 shares; 2025Q1: 1,013 shares; 2025Q2: 1,091 shares; 2025Q3: 1,092 shares; 2025Q4: 1,098 shares; 2026Q1: 1,116 shares 1,116 $320K 0.02% +18 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: 705 shares; 2024Q4: 706 shares; 2025Q1: 817 shares; 2025Q2: 1,226 shares; 2025Q3: 1,329 shares; 2025Q4: 1,166 shares; 2026Q1: 1,182 shares 1,182 $320K 0.02% +16 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,780 shares; 2024Q4: 43,429 shares; 2025Q1: 57,598 shares; 2025Q2: 59,724 shares; 2025Q3: 59,735 shares; 2025Q4: 63,071 shares; 2026Q1: 63,071 shares 63,071 $317K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 13,048 shares; 2025Q1: 13,114 shares; 2025Q2: 14,156 shares; 2025Q3: 14,193 shares; 2025Q4: 13,531 shares; 2026Q1: 13,279 shares 13,279 $316K 0.02% -252 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: 6,643 shares; 2024Q4: 6,709 shares; 2025Q1: 7,425 shares; 2025Q2: 6,642 shares; 2025Q3: 6,284 shares; 2025Q4: 6,579 shares; 2026Q1: 6,557 shares 6,557 $316K 0.02% -22 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: 13,122 shares; 2024Q4: 13,306 shares; 2025Q1: 13,852 shares; 2025Q2: 13,543 shares; 2025Q3: 11,737 shares; 2025Q4: 14,376 shares; 2026Q1: 8,587 shares 8,587 $316K 0.02% -5,789 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,276 shares; 2025Q3: 3,865 shares; 2025Q4: 3,996 shares; 2026Q1: 4,208 shares 4,208 $313K 0.02% +212 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: 2,561 shares; 2024Q4: not reported; 2025Q1: 3,277 shares; 2025Q2: 2,992 shares; 2025Q3: 3,651 shares; 2025Q4: 4,654 shares; 2026Q1: 3,574 shares 3,574 $310K 0.02% -1,080 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,313 shares; 2025Q1: 4,323 shares; 2025Q2: 4,335 shares; 2025Q3: 4,345 shares; 2025Q4: 4,355 shares; 2026Q1: 4,365 shares 4,365 $310K 0.02% +10 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: 5,572 shares; 2024Q4: 4,627 shares; 2025Q1: not reported; 2025Q2: 6,620 shares; 2025Q3: 6,624 shares; 2025Q4: 6,597 shares; 2026Q1: 6,692 shares 6,692 $308K 0.02% +95 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 784 shares 784 $307K 0.02% -32 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 7,253 shares 7,253 $306K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,770 shares; 2025Q4: 1,790 shares; 2026Q1: 1,792 shares 1,792 $303K 0.02% +2 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,834 shares; 2025Q4: 7,441 shares; 2026Q1: 7,394 shares 7,394 $302K 0.02% -47 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: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,707 shares; 2025Q3: 1,752 shares; 2025Q4: 1,717 shares; 2026Q1: 1,996 shares 1,996 $300K 0.02% +279 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,094 shares; 2025Q2: 4,587 shares; 2025Q3: 4,239 shares; 2025Q4: 4,344 shares; 2026Q1: 3,986 shares 3,986 $300K 0.02% -358 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: 4,664 shares; 2024Q4: 5,315 shares; 2025Q1: 6,516 shares; 2025Q2: 6,980 shares; 2025Q3: 5,708 shares; 2025Q4: 5,068 shares; 2026Q1: 5,198 shares 5,198 $300K 0.02% +130 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 28,304 shares; 2025Q1: 34,312 shares; 2025Q2: 37,310 shares; 2025Q3: 33,581 shares; 2025Q4: 37,248 shares; 2026Q1: 37,102 shares 37,102 $298K 0.02% -146 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares; 2026Q1: 3,185 shares 3,185 $297K 0.02% +291 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,598 shares; 2025Q1: 1,918 shares; 2025Q2: 1,864 shares; 2025Q3: 2,004 shares; 2025Q4: 1,787 shares; 2026Q1: 1,910 shares 1,910 $297K 0.02% +123 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: 2,449 shares; 2024Q4: 2,340 shares; 2025Q1: 2,370 shares; 2025Q2: 2,412 shares; 2025Q3: 2,466 shares; 2025Q4: 2,479 shares; 2026Q1: 2,456 shares 2,456 $297K 0.02% -23 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 15,759 shares; 2025Q1: 19,827 shares; 2025Q2: 17,885 shares; 2025Q3: 15,684 shares; 2025Q4: 15,288 shares; 2026Q1: 15,986 shares 15,986 $296K 0.02% +698 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,633 shares; 2026Q1: 5,734 shares 5,734 $295K 0.02% +101 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,599 shares; 2025Q3: 5,735 shares; 2025Q4: 5,745 shares; 2026Q1: 5,848 shares 5,848 $294K 0.02% +103 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: 1,609 shares; 2025Q2: 1,622 shares; 2025Q3: 1,458 shares; 2025Q4: 1,468 shares; 2026Q1: 1,474 shares 1,474 $292K 0.02% +6 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,545 shares; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,975 shares; 2025Q4: 2,187 shares; 2026Q1: 2,460 shares 2,460 $290K 0.02% +273 Timeline SPIB 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: 10,124 shares; 2024Q4: 9,903 shares; 2025Q1: 9,921 shares; 2025Q2: 9,949 shares; 2025Q3: 8,876 shares; 2025Q4: 8,813 shares; 2026Q1: 8,658 shares 8,658 $290K 0.02% -155 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 898 shares 898 $290K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,963 shares; 2026Q1: 10,541 shares 10,541 $289K 0.02% -422 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,605 shares; 2025Q1: 2,859 shares; 2025Q2: 2,963 shares; 2025Q3: 2,818 shares; 2025Q4: 2,618 shares; 2026Q1: 2,997 shares 2,997 $289K 0.02% +379 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 471 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $289K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: not reported; 2025Q4: 3,423 shares; 2026Q1: 3,430 shares 3,430 $287K 0.02% +7 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 5,736 shares; 2025Q1: 5,825 shares; 2025Q2: 6,024 shares; 2025Q3: 6,043 shares; 2025Q4: 6,061 shares; 2026Q1: 6,108 shares 6,108 $285K 0.02% +47 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 6,596 shares; 2025Q1: 7,335 shares; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares 7,335 $284K 0.02% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 401 shares; 2025Q4: 402 shares; 2026Q1: 388 shares 388 $283K 0.02% -14 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: 1,723 shares; 2026Q1: 2,235 shares 2,235 $283K 0.02% +512 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,959 shares; 2025Q3: 11,432 shares; 2025Q4: 12,019 shares; 2026Q1: 11,711 shares 11,711 $280K 0.02% -308 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 451 shares; 2025Q1: 528 shares; 2025Q2: 532 shares; 2025Q3: 568 shares; 2025Q4: 512 shares; 2026Q1: 516 shares 516 $278K 0.02% +4 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 395 shares 395 $278K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,208 shares; 2025Q2: 5,644 shares; 2025Q3: 6,350 shares; 2025Q4: 5,666 shares; 2026Q1: 5,646 shares 5,646 $277K 0.02% -20 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: 2,801 shares; 2025Q2: 2,697 shares; 2025Q3: 2,830 shares; 2025Q4: 2,809 shares; 2026Q1: 3,257 shares 3,257 $276K 0.02% +448 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 594 shares 594 $275K 0.02% +1 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,590 shares; 2026Q1: 3,624 shares 3,624 $273K 0.02% +34 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,362 shares; 2026Q1: 2,364 shares 2,364 $273K 0.02% +2 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 5,091 shares; 2025Q4: 5,026 shares; 2026Q1: 5,014 shares 5,014 $272K 0.02% -12 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: 1,088 shares; 2024Q4: 1,117 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,097 shares 1,097 $272K 0.02% +9 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 2,110 shares; 2025Q1: 2,075 shares; 2025Q2: 2,101 shares; 2025Q3: 1,971 shares; 2025Q4: 1,869 shares; 2026Q1: 2,154 shares 2,154 $272K 0.02% +285 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,441 shares; 2025Q3: 8,465 shares; 2025Q4: 9,115 shares; 2026Q1: 9,551 shares 9,551 $272K 0.02% +436 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,331 shares; 2025Q1: 2,640 shares; 2025Q2: 2,761 shares; 2025Q3: not reported; 2025Q4: 2,977 shares; 2026Q1: 3,003 shares 3,003 $271K 0.02% +26 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: 1,549 shares; 2024Q4: 1,321 shares; 2025Q1: 1,273 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,268 shares; 2026Q1: 1,270 shares 1,270 $271K 0.02% +2 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,628 shares; 2025Q1: 1,645 shares; 2025Q2: 1,304 shares; 2025Q3: 1,620 shares; 2025Q4: 1,678 shares; 2026Q1: 1,724 shares 1,724 $271K 0.02% +46 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,504 shares; 2026Q1: 4,492 shares 4,492 $269K 0.02% -12 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD 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: 810 shares; 2025Q4: 811 shares; 2026Q1: 794 shares 794 $269K 0.02% -17 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,188 shares; 2025Q1: not reported; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares; 2025Q4: 3,849 shares; 2026Q1: 3,934 shares 3,934 $266K 0.02% +85 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 237 shares; 2026Q1: 243 shares 243 $266K 0.02% +6 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,180 shares; 2025Q1: 1,325 shares; 2025Q2: 1,680 shares; 2025Q3: 1,732 shares; 2025Q4: 2,035 shares; 2026Q1: 2,038 shares 2,038 $265K 0.02% +3 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: not reported; 2025Q1: 4,758 shares; 2025Q2: 4,525 shares; 2025Q3: 4,674 shares; 2025Q4: 4,239 shares; 2026Q1: 4,257 shares 4,257 $263K 0.02% +18 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,868 shares; 2026Q1: 2,868 shares 2,868 $262K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares 672 $261K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,088 shares 1,088 $259K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,613 shares; 2025Q1: 2,051 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,267 shares 2,267 $257K 0.02% new 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: 1,517 shares; 2024Q4: 1,530 shares; 2025Q1: 1,745 shares; 2025Q2: 1,804 shares; 2025Q3: 1,601 shares; 2025Q4: 1,941 shares; 2026Q1: 2,782 shares 2,782 $256K 0.02% +841 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU 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: 1,725 shares; 2025Q4: 1,699 shares; 2026Q1: 1,906 shares 1,906 $254K 0.02% +207 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,522 shares; 2025Q1: 3,529 shares; 2025Q2: 3,539 shares; 2025Q3: 3,549 shares; 2025Q4: 3,559 shares; 2026Q1: 3,567 shares 3,567 $254K 0.02% +8 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares 2,306 $253K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,407 shares; 2026Q1: 1,408 shares 1,408 $253K 0.02% +1 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,991 shares; 2024Q4: 30,262 shares; 2025Q1: 33,924 shares; 2025Q2: 34,924 shares; 2025Q3: 37,393 shares; 2025Q4: 41,755 shares; 2026Q1: 41,999 shares 41,999 $253K 0.02% +244 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,565 shares; 2025Q2: 1,737 shares; 2025Q3: 1,868 shares; 2025Q4: 1,910 shares; 2026Q1: 1,852 shares 1,852 $251K 0.02% -58 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,855 shares 3,855 $251K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 728 shares; 2025Q4: 981 shares; 2026Q1: 1,007 shares 1,007 $250K 0.02% +26 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 7,700 shares; 2025Q1: 8,475 shares; 2025Q2: 9,041 shares; 2025Q3: 8,032 shares; 2025Q4: 8,320 shares; 2026Q1: 7,424 shares 7,424 $246K 0.02% -896 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER 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: 22,928 shares; 2026Q1: 20,578 shares 20,578 $246K 0.02% -2,350 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,459 shares; 2024Q4: 15,606 shares; 2025Q1: 14,335 shares; 2025Q2: 14,028 shares; 2025Q3: 14,144 shares; 2025Q4: 13,337 shares; 2026Q1: 13,106 shares 13,106 $245K 0.02% -231 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,227 shares; 2026Q1: 3,202 shares 3,202 $244K 0.02% -25 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 4,126 shares 4,126 $244K 0.02% +65 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,840 shares; 2025Q3: 3,600 shares; 2025Q4: 3,547 shares; 2026Q1: 3,514 shares 3,514 $243K 0.02% -33 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,603 shares; 2025Q2: 6,737 shares; 2025Q3: 6,662 shares; 2025Q4: not reported; 2026Q1: 5,052 shares 5,052 $242K 0.02% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares; 2025Q4: 4,097 shares; 2026Q1: 3,871 shares 3,871 $242K 0.02% -226 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 5,839 shares; 2025Q1: 6,308 shares; 2025Q2: 7,096 shares; 2025Q3: 6,163 shares; 2025Q4: 7,442 shares; 2026Q1: 7,536 shares 7,536 $241K 0.02% +94 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,035 shares; 2025Q3: 2,229 shares; 2025Q4: 2,374 shares; 2026Q1: 2,384 shares 2,384 $241K 0.02% +10 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,169 shares 6,169 $241K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,678 shares; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 1,699 shares; 2026Q1: 1,771 shares 1,771 $240K 0.02% +72 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 6,251 shares 6,251 $240K 0.02% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,945 shares; 2025Q3: 2,010 shares; 2025Q4: 2,055 shares; 2026Q1: 2,144 shares 2,144 $240K 0.02% +89 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,294 shares 3,294 $239K 0.02% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 7,848 shares 7,848 $239K 0.02% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,261 shares; 2025Q1: 2,072 shares; 2025Q2: 2,055 shares; 2025Q3: 1,904 shares; 2025Q4: 1,906 shares; 2026Q1: 1,924 shares 1,924 $239K 0.02% +18 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: 8,616 shares; 2024Q4: 8,760 shares; 2025Q1: 8,824 shares; 2025Q2: 8,669 shares; 2025Q3: 8,765 shares; 2025Q4: 9,098 shares; 2026Q1: 9,491 shares 9,491 $238K 0.02% +393 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,086 shares 7,086 $238K 0.02% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: 1,294 shares 1,294 $237K 0.02% +3 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: 3,410 shares; 2024Q4: 3,387 shares; 2025Q1: 3,233 shares; 2025Q2: 2,711 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950 $236K 0.02% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 6,812 shares; 2025Q1: 7,732 shares; 2025Q2: 8,256 shares; 2025Q3: 8,234 shares; 2025Q4: 7,693 shares; 2026Q1: 7,987 shares 7,987 $236K 0.02% +294 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 955 shares; 2025Q4: 956 shares; 2026Q1: 1,021 shares 1,021 $236K 0.02% +65 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,124 shares; 2025Q2: 13,033 shares; 2025Q3: 15,404 shares; 2025Q4: 15,702 shares; 2026Q1: 16,146 shares 16,146 $232K 0.02% +444 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 649 shares 649 $231K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167 $230K 0.02% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,316 shares; 2026Q1: 4,939 shares 4,939 $229K 0.02% -377 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,402 shares; 2025Q3: 1,405 shares; 2025Q4: 1,408 shares; 2026Q1: 1,404 shares 1,404 $228K 0.02% -4 Timeline EAGG 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: 4,618 shares; 2025Q4: 4,747 shares; 2026Q1: 4,788 shares 4,788 $228K 0.02% +41 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 858 shares; 2026Q1: 858 shares 858 $228K 0.02% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD 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: 7,553 shares; 2026Q1: 7,553 shares 7,553 $227K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,317 shares; 2026Q1: 2,336 shares 2,336 $227K 0.01% +19 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 173 shares; 2025Q1: 192 shares; 2025Q2: 218 shares; 2025Q3: 211 shares; 2025Q4: 223 shares; 2026Q1: 195 shares 195 $226K 0.01% -28 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares; 2026Q1: 2,104 shares 2,104 $226K 0.01% +1 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,694 shares; 2025Q4: 1,515 shares; 2026Q1: 1,642 shares 1,642 $225K 0.01% +127 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,357 shares; 2025Q1: 1,358 shares; 2025Q2: 1,368 shares; 2025Q3: 1,371 shares; 2025Q4: 1,377 shares; 2026Q1: 1,378 shares 1,378 $225K 0.01% +1 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 7,542 shares; 2025Q3: 7,544 shares; 2025Q4: 7,535 shares; 2026Q1: 7,564 shares 7,564 $225K 0.01% +29 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 12,396 shares; 2026Q1: 12,039 shares 12,039 $225K 0.01% -357 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,895 shares; 2025Q3: 1,925 shares; 2025Q4: 1,906 shares; 2026Q1: 2,196 shares 2,196 $225K 0.01% +290 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: not reported; 2026Q1: 968 shares 968 $225K 0.01% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL 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: 3,396 shares 3,396 $223K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: 2,312 shares; 2026Q1: 2,326 shares 2,326 $223K 0.01% +14 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO 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: 1,074 shares 1,074 $223K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 2,298 shares; 2025Q3: 2,853 shares; 2025Q4: 2,660 shares; 2026Q1: 3,125 shares 3,125 $223K 0.01% +465 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 923 shares; 2025Q3: 960 shares; 2025Q4: 946 shares; 2026Q1: 949 shares 949 $221K 0.01% +3 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 746 shares 746 $221K 0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE 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: 5,021 shares; 2025Q4: not reported; 2026Q1: 4,935 shares 4,935 $221K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES 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: 421 shares; 2025Q3: 391 shares; 2025Q4: not reported; 2026Q1: 364 shares 364 $220K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares 174 $219K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,011 shares; 2026Q1: 3,287 shares 3,287 $219K 0.01% +276 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 886 shares; 2025Q3: 860 shares; 2025Q4: 952 shares; 2026Q1: 1,247 shares 1,247 $218K 0.01% +295 Timeline VCIT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,624 shares 2,624 $217K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,787 shares; 2025Q3: not reported; 2025Q4: 1,837 shares; 2026Q1: 1,828 shares 1,828 $217K 0.01% -9 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN 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: 8,566 shares 8,566 $216K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,707 shares; 2025Q3: 2,772 shares; 2025Q4: 2,689 shares; 2026Q1: 2,686 shares 2,686 $215K 0.01% -3 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,398 shares; 2025Q4: 1,458 shares; 2026Q1: 1,471 shares 1,471 $215K 0.01% +13 Timeline