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: 1,533,891 shares; 2024Q4: 1,507,357 shares; 2025Q1: 1,447,290 shares; 2025Q2: 1,388,804 shares; 2025Q3: 1,371,791 shares; 2025Q4: 1,374,898 shares; 2026Q1: 1,339,686 shares 1,339,686 $340M 4.35% -35,212 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: 833,248 shares; 2024Q4: 835,342 shares; 2025Q1: 823,404 shares; 2025Q2: 823,207 shares; 2025Q3: 830,341 shares; 2025Q4: 809,325 shares; 2026Q1: 779,245 shares 779,245 $224M 2.87% -30,080 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: 347,863 shares; 2024Q4: 343,127 shares; 2025Q1: 337,061 shares; 2025Q2: 335,748 shares; 2025Q3: 334,711 shares; 2025Q4: 331,926 shares; 2026Q1: 324,781 shares 324,781 $187M 2.4% -7,145 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: 508,110 shares; 2024Q4: 506,883 shares; 2025Q1: 497,469 shares; 2025Q2: 494,302 shares; 2025Q3: 478,085 shares; 2025Q4: 481,404 shares; 2026Q1: 493,183 shares 493,183 $183M 2.34% +11,779 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: 210,152 shares; 2024Q4: 224,342 shares; 2025Q1: 225,163 shares; 2025Q2: 231,910 shares; 2025Q3: 278,945 shares; 2025Q4: 289,525 shares; 2026Q1: 289,629 shares 289,629 $173M 2.21% +104 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: 626,101 shares; 2024Q4: 617,839 shares; 2025Q1: 601,407 shares; 2025Q2: 584,358 shares; 2025Q3: 575,970 shares; 2025Q4: 565,655 shares; 2026Q1: 562,636 shares 562,636 $166M 2.12% -3,019 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: 208,431 shares; 2024Q4: 202,492 shares; 2025Q1: 201,791 shares; 2025Q2: 201,402 shares; 2025Q3: 221,068 shares; 2025Q4: 220,181 shares; 2026Q1: 216,205 shares 216,205 $141M 1.8% -3,976 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: 535,213 shares; 2024Q4: 525,667 shares; 2025Q1: 503,203 shares; 2025Q2: 496,683 shares; 2025Q3: 500,104 shares; 2025Q4: 479,707 shares; 2026Q1: 472,263 shares 472,263 $135M 1.73% -7,444 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702,509 shares; 2024Q4: 876,021 shares; 2025Q1: 979,083 shares; 2025Q2: 1,018,869 shares; 2025Q3: 1,124,189 shares; 2025Q4: 1,202,367 shares; 2026Q1: 1,228,032 shares 1,228,032 $124M 1.58% +25,665 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: 759,765 shares; 2024Q4: 757,444 shares; 2025Q1: 739,469 shares; 2025Q2: 730,983 shares; 2025Q3: 721,309 shares; 2025Q4: 708,829 shares; 2026Q1: 711,800 shares 711,800 $121M 1.54% +2,971 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: 535,535 shares; 2024Q4: 524,374 shares; 2025Q1: 512,802 shares; 2025Q2: 530,804 shares; 2025Q3: 539,064 shares; 2025Q4: 555,774 shares; 2026Q1: 565,506 shares 565,506 $118M 1.51% +9,732 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: 377,969 shares; 2024Q4: 377,905 shares; 2025Q1: 382,671 shares; 2025Q2: 385,547 shares; 2025Q3: 392,469 shares; 2025Q4: 407,296 shares; 2026Q1: 408,014 shares 408,014 $107M 1.37% +718 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: 443,934 shares; 2024Q4: 431,352 shares; 2025Q1: 437,615 shares; 2025Q2: 428,466 shares; 2025Q3: 430,060 shares; 2025Q4: 431,229 shares; 2026Q1: 418,660 shares 418,660 $102M 1.31% -12,569 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829,589 shares; 2024Q4: 946,443 shares; 2025Q1: 1,055,569 shares; 2025Q2: 1,051,867 shares; 2025Q3: 1,115,209 shares; 2025Q4: 1,224,496 shares; 2026Q1: 1,253,183 shares 1,253,183 $96.7M 1.24% +28,687 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: 1,305,380 shares; 2024Q4: 1,353,826 shares; 2025Q1: 1,409,301 shares; 2025Q2: 1,464,836 shares; 2025Q3: 1,506,564 shares; 2025Q4: 1,593,828 shares; 2026Q1: 1,661,215 shares 1,661,215 $89.8M 1.15% +67,387 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051,701 shares; 2024Q4: 1,135,770 shares; 2025Q1: 1,249,634 shares; 2025Q2: 1,218,939 shares; 2025Q3: 1,268,530 shares; 2025Q4: 1,314,164 shares; 2026Q1: 1,335,202 shares 1,335,202 $85.6M 1.09% +21,038 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: 932,285 shares; 2024Q4: 978,317 shares; 2025Q1: 1,051,612 shares; 2025Q2: 1,005,787 shares; 2025Q3: 1,031,621 shares; 2025Q4: 1,031,247 shares; 2026Q1: 1,030,165 shares 1,030,165 $80.8M 1.03% -1,082 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: 93,486 shares; 2024Q4: 89,893 shares; 2025Q1: 85,262 shares; 2025Q2: 82,165 shares; 2025Q3: 81,026 shares; 2025Q4: 80,903 shares; 2026Q1: 80,069 shares 80,069 $79.8M 1.02% -834 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: 248,554 shares; 2024Q4: 247,119 shares; 2025Q1: 244,769 shares; 2025Q2: 231,202 shares; 2025Q3: 236,686 shares; 2025Q4: 235,733 shares; 2026Q1: 229,565 shares 229,565 $78.5M 1% -6,168 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,235 shares; 2024Q4: 202,557 shares; 2025Q1: 251,899 shares; 2025Q2: 253,073 shares; 2025Q3: 324,606 shares; 2025Q4: 383,502 shares; 2026Q1: 393,248 shares 393,248 $75.5M 0.97% +9,746 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: 254,666 shares; 2024Q4: 255,386 shares; 2025Q1: 244,578 shares; 2025Q2: 241,966 shares; 2025Q3: 241,761 shares; 2025Q4: 246,327 shares; 2026Q1: 245,709 shares 245,709 $74.3M 0.95% -618 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: 73,627 shares; 2024Q4: 74,119 shares; 2025Q1: 75,986 shares; 2025Q2: 79,396 shares; 2025Q3: 80,862 shares; 2025Q4: 78,960 shares; 2026Q1: 77,353 shares 77,353 $71.1M 0.91% -1,607 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: 160,676 shares; 2024Q4: 158,626 shares; 2025Q1: 149,262 shares; 2025Q2: 147,076 shares; 2025Q3: 149,367 shares; 2025Q4: 148,339 shares; 2026Q1: 147,357 shares 147,357 $70.6M 0.9% -982 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: 219,812 shares; 2024Q4: 220,359 shares; 2025Q1: 221,223 shares; 2025Q2: 225,517 shares; 2025Q3: 233,743 shares; 2025Q4: 244,189 shares; 2026Q1: 245,379 shares 245,379 $70.5M 0.9% +1,190 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: 358,985 shares; 2024Q4: 353,298 shares; 2025Q1: 347,009 shares; 2025Q2: 346,998 shares; 2025Q3: 347,133 shares; 2025Q4: 344,421 shares; 2026Q1: 338,138 shares 338,138 $70M 0.89% -6,283 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: 463,308 shares; 2024Q4: 464,559 shares; 2025Q1: 454,825 shares; 2025Q2: 445,504 shares; 2025Q3: 444,067 shares; 2025Q4: 439,664 shares; 2026Q1: 434,715 shares 434,715 $69.4M 0.89% -4,949 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: 126,425 shares; 2024Q4: 123,186 shares; 2025Q1: 120,330 shares; 2025Q2: 120,146 shares; 2025Q3: 119,944 shares; 2025Q4: 120,110 shares; 2026Q1: 119,898 shares 119,898 $68.6M 0.88% -212 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: 486,909 shares; 2024Q4: 564,745 shares; 2025Q1: 568,998 shares; 2025Q2: 535,264 shares; 2025Q3: 536,341 shares; 2025Q4: 540,469 shares; 2026Q1: 546,598 shares 546,598 $67.9M 0.87% +6,129 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: 702,746 shares; 2024Q4: 698,965 shares; 2025Q1: 624,014 shares; 2025Q2: 598,582 shares; 2025Q3: 565,881 shares; 2025Q4: 567,975 shares; 2026Q1: 564,709 shares 564,709 $67.9M 0.87% -3,266 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,450 shares; 2024Q4: 93,800 shares; 2025Q1: 358,664 shares; 2025Q2: 693,691 shares; 2025Q3: 799,918 shares; 2025Q4: 1,125,704 shares; 2026Q1: 1,459,194 shares 1,459,194 $66.6M 0.85% +333,490 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: 205,105 shares; 2024Q4: 202,536 shares; 2025Q1: 196,171 shares; 2025Q2: 195,499 shares; 2025Q3: 193,346 shares; 2025Q4: 191,648 shares; 2026Q1: 189,476 shares 189,476 $62.3M 0.8% -2,172 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: 324,348 shares; 2024Q4: 325,750 shares; 2025Q1: 346,179 shares; 2025Q2: 347,407 shares; 2025Q3: 345,939 shares; 2025Q4: 347,613 shares; 2026Q1: 344,869 shares 344,869 $60.1M 0.77% -2,744 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: 64,794 shares; 2025Q1: 63,748 shares; 2025Q2: 63,169 shares; 2025Q3: 62,322 shares; 2025Q4: 61,697 shares; 2026Q1: 61,303 shares 61,303 $59M 0.75% -394 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: 257,737 shares; 2024Q4: 255,787 shares; 2025Q1: 253,596 shares; 2025Q2: 246,348 shares; 2025Q3: 245,069 shares; 2025Q4: 244,956 shares; 2026Q1: 241,614 shares 241,614 $58.6M 0.75% -3,342 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: 465,438 shares; 2024Q4: 472,657 shares; 2025Q1: 570,481 shares; 2025Q2: 586,721 shares; 2025Q3: 602,923 shares; 2025Q4: 609,608 shares; 2026Q1: 608,650 shares 608,650 $56.5M 0.72% -958 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: 422,080 shares; 2024Q4: 413,460 shares; 2025Q1: 412,492 shares; 2025Q2: 372,115 shares; 2025Q3: 359,985 shares; 2025Q4: 355,842 shares; 2026Q1: 349,355 shares 349,355 $54.3M 0.69% -6,487 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186,830 shares; 2024Q4: 1,186,830 shares; 2025Q1: 1,158,889 shares; 2025Q2: 1,155,774 shares; 2025Q3: 1,168,471 shares; 2025Q4: 1,167,889 shares; 2026Q1: 1,167,889 shares 1,167,889 $54.2M 0.69% 0 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: 79,335 shares; 2024Q4: 77,716 shares; 2025Q1: 76,690 shares; 2025Q2: 77,371 shares; 2025Q3: 75,481 shares; 2025Q4: 74,496 shares; 2026Q1: 73,957 shares 73,957 $51.6M 0.66% -539 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: 714,243 shares; 2024Q4: 709,991 shares; 2025Q1: 686,078 shares; 2025Q2: 669,667 shares; 2025Q3: 678,326 shares; 2025Q4: 666,735 shares; 2026Q1: 658,667 shares 658,667 $51.1M 0.65% -8,068 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: 63,504 shares; 2024Q4: 70,105 shares; 2025Q1: 70,404 shares; 2025Q2: 72,889 shares; 2025Q3: 72,026 shares; 2025Q4: 74,528 shares; 2026Q1: 76,735 shares 76,735 $50.1M 0.64% +2,207 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: 296,770 shares; 2024Q4: 299,823 shares; 2025Q1: 295,988 shares; 2025Q2: 290,991 shares; 2025Q3: 287,363 shares; 2025Q4: 263,752 shares; 2026Q1: 259,746 shares 259,746 $50.1M 0.64% -4,006 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: 80,444 shares; 2024Q4: 81,255 shares; 2025Q1: 73,966 shares; 2025Q2: 69,252 shares; 2025Q3: 69,312 shares; 2025Q4: 66,486 shares; 2026Q1: 65,268 shares 65,268 $46.2M 0.59% -1,218 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: 209,463 shares; 2024Q4: 206,366 shares; 2025Q1: 202,746 shares; 2025Q2: 222,910 shares; 2025Q3: 217,960 shares; 2025Q4: 215,639 shares; 2026Q1: 212,011 shares 212,011 $46.1M 0.59% -3,628 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: 428,896 shares; 2024Q4: 412,265 shares; 2025Q1: 390,116 shares; 2025Q2: 377,371 shares; 2025Q3: 376,212 shares; 2025Q4: 373,806 shares; 2026Q1: 366,886 shares 366,886 $45.6M 0.58% -6,920 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: 219,274 shares; 2024Q4: 214,153 shares; 2025Q1: 208,558 shares; 2025Q2: 192,758 shares; 2025Q3: 187,712 shares; 2025Q4: 185,805 shares; 2026Q1: 183,625 shares 183,625 $45.5M 0.58% -2,180 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: 136,676 shares; 2024Q4: 136,172 shares; 2025Q1: 134,118 shares; 2025Q2: 131,272 shares; 2025Q3: 127,840 shares; 2025Q4: 128,612 shares; 2026Q1: 128,938 shares 128,938 $44.3M 0.57% +326 Timeline XLY 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: 216,517 shares; 2024Q4: 211,117 shares; 2025Q1: 207,064 shares; 2025Q2: 206,517 shares; 2025Q3: 204,451 shares; 2025Q4: 403,675 shares; 2026Q1: 397,430 shares 397,430 $43.3M 0.55% -6,245 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: 409,583 shares; 2024Q4: 438,793 shares; 2025Q1: 446,385 shares; 2025Q2: 425,913 shares; 2025Q3: 437,893 shares; 2025Q4: 472,134 shares; 2026Q1: 477,833 shares 477,833 $42.4M 0.54% +5,699 Timeline VGK 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: 539,791 shares; 2024Q4: 533,939 shares; 2025Q1: 528,777 shares; 2025Q2: 527,006 shares; 2025Q3: 523,864 shares; 2025Q4: 520,528 shares; 2026Q1: 511,276 shares 511,276 $42.1M 0.54% -9,252 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: 304,405 shares; 2024Q4: 301,648 shares; 2025Q1: 298,351 shares; 2025Q2: 294,448 shares; 2025Q3: 292,838 shares; 2025Q4: 284,934 shares; 2026Q1: 281,406 shares 281,406 $40.6M 0.52% -3,528 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: 141,934 shares; 2024Q4: 138,706 shares; 2025Q1: 132,216 shares; 2025Q2: 138,165 shares; 2025Q3: 132,458 shares; 2025Q4: 123,337 shares; 2026Q1: 130,023 shares 130,023 $40.2M 0.51% +6,686 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: 308,325 shares; 2024Q4: 307,286 shares; 2025Q1: 298,450 shares; 2025Q2: 294,032 shares; 2025Q3: 290,058 shares; 2025Q4: 282,604 shares; 2026Q1: 271,541 shares 271,541 $39.9M 0.51% -11,063 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: 214,598 shares; 2024Q4: 209,751 shares; 2025Q1: 202,659 shares; 2025Q2: 200,971 shares; 2025Q3: 200,301 shares; 2025Q4: 191,226 shares; 2026Q1: 190,887 shares 190,887 $39.7M 0.51% -339 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: 7,551 shares; 2024Q4: 15,214 shares; 2025Q1: 19,678 shares; 2025Q2: 24,059 shares; 2025Q3: 31,541 shares; 2025Q4: 30,475 shares; 2026Q1: 29,328 shares 29,328 $38.7M 0.5% -1,147 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: 75,095 shares; 2024Q4: 72,603 shares; 2025Q1: 68,216 shares; 2025Q2: 69,387 shares; 2025Q3: 67,494 shares; 2025Q4: 64,342 shares; 2026Q1: 70,283 shares 70,283 $37.8M 0.48% +5,941 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: 129,836 shares; 2024Q4: 128,282 shares; 2025Q1: 127,925 shares; 2025Q2: 125,210 shares; 2025Q3: 123,967 shares; 2025Q4: 123,126 shares; 2026Q1: 121,657 shares 121,657 $37.8M 0.48% -1,469 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,344 shares; 2024Q4: 110,354 shares; 2025Q1: 115,361 shares; 2025Q2: 127,528 shares; 2025Q3: 130,987 shares; 2025Q4: 152,850 shares; 2026Q1: 174,314 shares 174,314 $36.8M 0.47% +21,464 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: 162,476 shares; 2024Q4: 161,914 shares; 2025Q1: 158,537 shares; 2025Q2: 157,016 shares; 2025Q3: 156,803 shares; 2025Q4: 156,025 shares; 2026Q1: 155,834 shares 155,834 $35.8M 0.46% -191 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: 115,846 shares; 2024Q4: 113,768 shares; 2025Q1: 114,484 shares; 2025Q2: 110,376 shares; 2025Q3: 108,327 shares; 2025Q4: 99,440 shares; 2026Q1: 98,944 shares 98,944 $34.8M 0.45% -496 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,724 shares; 2024Q4: 225,130 shares; 2025Q1: 218,685 shares; 2025Q2: 217,296 shares; 2025Q3: 219,427 shares; 2025Q4: 216,890 shares; 2026Q1: 213,580 shares 213,580 $34.5M 0.44% -3,310 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: 173,402 shares; 2024Q4: 170,657 shares; 2025Q1: 196,521 shares; 2025Q2: 197,871 shares; 2025Q3: 222,236 shares; 2025Q4: 206,470 shares; 2026Q1: 207,789 shares 207,789 $34.2M 0.44% +1,319 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: 153,134 shares; 2024Q4: 154,212 shares; 2025Q1: 167,457 shares; 2025Q2: 165,586 shares; 2025Q3: 163,810 shares; 2025Q4: 158,371 shares; 2026Q1: 142,144 shares 142,144 $33.6M 0.43% -16,227 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: 134,232 shares; 2024Q4: 139,286 shares; 2025Q1: 139,867 shares; 2025Q2: 144,881 shares; 2025Q3: 145,608 shares; 2025Q4: 144,903 shares; 2026Q1: 145,936 shares 145,936 $33M 0.42% +1,033 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: 138,032 shares; 2024Q4: 138,054 shares; 2025Q1: 134,247 shares; 2025Q2: 132,562 shares; 2025Q3: 131,140 shares; 2025Q4: 253,669 shares; 2026Q1: 248,077 shares 248,077 $33M 0.42% -5,592 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: 99,734 shares; 2024Q4: 97,820 shares; 2025Q1: 92,870 shares; 2025Q2: 89,169 shares; 2025Q3: 81,344 shares; 2025Q4: 80,031 shares; 2026Q1: 78,397 shares 78,397 $32.7M 0.42% -1,634 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,835 shares; 2024Q4: 272,061 shares; 2025Q1: 266,977 shares; 2025Q2: 264,760 shares; 2025Q3: 262,650 shares; 2025Q4: 519,559 shares; 2026Q1: 515,297 shares 515,297 $31.6M 0.4% -4,262 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: 71,985 shares; 2024Q4: 71,283 shares; 2025Q1: 71,096 shares; 2025Q2: 88,272 shares; 2025Q3: 88,239 shares; 2025Q4: 89,751 shares; 2026Q1: 96,024 shares 96,024 $31.6M 0.4% +6,273 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: 56,780 shares; 2024Q4: 54,389 shares; 2025Q1: 53,719 shares; 2025Q2: 53,596 shares; 2025Q3: 53,592 shares; 2025Q4: 53,158 shares; 2026Q1: 49,887 shares 49,887 $30.8M 0.39% -3,271 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $30.2M 0.39% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,164 shares; 2024Q4: 153,069 shares; 2025Q1: 151,229 shares; 2025Q2: 145,206 shares; 2025Q3: 127,909 shares; 2025Q4: 127,948 shares; 2026Q1: 123,376 shares 123,376 $29.9M 0.38% -4,572 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: 126,017 shares; 2024Q4: 127,282 shares; 2025Q1: 129,452 shares; 2025Q2: 128,284 shares; 2025Q3: 115,079 shares; 2025Q4: 104,078 shares; 2026Q1: 102,901 shares 102,901 $29.9M 0.38% -1,177 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: 503,296 shares; 2024Q4: 561,459 shares; 2025Q1: 557,445 shares; 2025Q2: 585,114 shares; 2025Q3: 578,893 shares; 2025Q4: 533,742 shares; 2026Q1: 580,877 shares 580,877 $29.4M 0.38% +47,135 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: 160,877 shares; 2024Q4: 158,845 shares; 2025Q1: 155,040 shares; 2025Q2: 150,908 shares; 2025Q3: 149,503 shares; 2025Q4: 148,703 shares; 2026Q1: 144,134 shares 144,134 $29.3M 0.37% -4,569 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: 241,422 shares; 2024Q4: 234,735 shares; 2025Q1: 227,284 shares; 2025Q2: 220,954 shares; 2025Q3: 221,075 shares; 2025Q4: 222,038 shares; 2026Q1: 227,208 shares 227,208 $29.3M 0.37% +5,170 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,935 shares; 2024Q4: 85,227 shares; 2025Q1: 92,905 shares; 2025Q2: 272,272 shares; 2025Q3: 309,691 shares; 2025Q4: 419,395 shares; 2026Q1: 552,214 shares 552,214 $29.1M 0.37% +132,819 Timeline XLV 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: 201,293 shares; 2024Q4: 200,408 shares; 2025Q1: 198,656 shares; 2025Q2: 200,693 shares; 2025Q3: 198,698 shares; 2025Q4: 197,281 shares; 2026Q1: 196,695 shares 196,695 $28.8M 0.37% -586 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: 330,258 shares; 2024Q4: 327,267 shares; 2025Q1: 318,613 shares; 2025Q2: 333,781 shares; 2025Q3: 323,943 shares; 2025Q4: 304,597 shares; 2026Q1: 297,685 shares 297,685 $28.7M 0.37% -6,912 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 9,425 shares; 2025Q1: 18,761 shares; 2025Q2: 141,071 shares; 2025Q3: 219,206 shares; 2025Q4: 571,483 shares; 2026Q1: 701,841 shares 701,841 $28.7M 0.37% +130,358 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: 60,697 shares; 2024Q4: 72,461 shares; 2025Q1: 88,233 shares; 2025Q2: 146,710 shares; 2025Q3: 217,089 shares; 2025Q4: 243,190 shares; 2026Q1: 266,664 shares 266,664 $28.3M 0.36% +23,474 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: 622,868 shares; 2024Q4: 620,972 shares; 2025Q1: 621,199 shares; 2025Q2: 601,918 shares; 2025Q3: 602,166 shares; 2025Q4: 590,290 shares; 2026Q1: 573,823 shares 573,823 $28M 0.36% -16,467 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: 181,897 shares; 2024Q4: 219,153 shares; 2025Q1: 215,339 shares; 2025Q2: 206,180 shares; 2025Q3: 273,717 shares; 2025Q4: 274,705 shares; 2026Q1: 308,407 shares 308,407 $27.9M 0.36% +33,702 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: 101,729 shares; 2024Q4: 101,768 shares; 2025Q1: 95,770 shares; 2025Q2: 97,633 shares; 2025Q3: 93,440 shares; 2025Q4: 85,142 shares; 2026Q1: 84,734 shares 84,734 $27.6M 0.35% -408 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,355 shares; 2024Q4: 596,447 shares; 2025Q1: 575,634 shares; 2025Q2: 568,170 shares; 2025Q3: 568,597 shares; 2025Q4: 559,920 shares; 2026Q1: 555,269 shares 555,269 $27.4M 0.35% -4,651 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,174 shares; 2024Q4: 122,671 shares; 2025Q1: 122,027 shares; 2025Q2: 118,979 shares; 2025Q3: 132,341 shares; 2025Q4: 130,854 shares; 2026Q1: 130,383 shares 130,383 $27.3M 0.35% -471 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: 93,315 shares; 2024Q4: 94,203 shares; 2025Q1: 95,224 shares; 2025Q2: 96,193 shares; 2025Q3: 97,343 shares; 2025Q4: 99,679 shares; 2026Q1: 99,933 shares 99,933 $27.2M 0.35% +254 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: 493,031 shares; 2024Q4: 484,582 shares; 2025Q1: 479,289 shares; 2025Q2: 458,560 shares; 2025Q3: 477,557 shares; 2025Q4: 449,854 shares; 2026Q1: 439,535 shares 439,535 $26.7M 0.34% -10,319 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: 216,652 shares; 2024Q4: 200,286 shares; 2025Q1: 205,819 shares; 2025Q2: 213,218 shares; 2025Q3: 271,150 shares; 2025Q4: 328,496 shares; 2026Q1: 369,821 shares 369,821 $25.8M 0.33% +41,325 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: 6,554 shares; 2024Q4: 6,556 shares; 2025Q1: 6,284 shares; 2025Q2: 6,161 shares; 2025Q3: 6,186 shares; 2025Q4: 6,233 shares; 2026Q1: 6,107 shares 6,107 $25.7M 0.33% -126 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: 762,976 shares; 2024Q4: 734,965 shares; 2025Q1: 714,913 shares; 2025Q2: 744,330 shares; 2025Q3: 705,317 shares; 2025Q4: 866,703 shares; 2026Q1: 885,452 shares 885,452 $24.9M 0.32% +18,749 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: 61,357 shares; 2024Q4: 60,997 shares; 2025Q1: 60,093 shares; 2025Q2: 56,122 shares; 2025Q3: 52,664 shares; 2025Q4: 51,796 shares; 2026Q1: 49,748 shares 49,748 $24.5M 0.31% -2,048 Timeline DFEM 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: 318,746 shares; 2024Q4: 350,837 shares; 2025Q1: 381,801 shares; 2025Q2: 480,867 shares; 2025Q3: 509,485 shares; 2025Q4: 608,709 shares; 2026Q1: 706,356 shares 706,356 $24.4M 0.31% +97,647 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,930 shares; 2024Q4: 93,317 shares; 2025Q1: 89,613 shares; 2025Q2: 86,224 shares; 2025Q3: 86,910 shares; 2025Q4: 88,391 shares; 2026Q1: 88,873 shares 88,873 $23.7M 0.3% +482 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,327 shares; 2024Q4: 120,327 shares; 2025Q1: 113,952 shares; 2025Q2: 113,952 shares; 2025Q3: 109,332 shares; 2025Q4: 109,232 shares; 2026Q1: 109,239 shares 109,239 $23.2M 0.3% +7 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: 532,591 shares; 2024Q4: 522,122 shares; 2025Q1: 507,569 shares; 2025Q2: 510,757 shares; 2025Q3: 515,275 shares; 2025Q4: 453,300 shares; 2026Q1: 451,828 shares 451,828 $22.7M 0.29% -1,472 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,924 shares; 2024Q4: 277,688 shares; 2025Q1: 262,570 shares; 2025Q2: 266,040 shares; 2025Q3: 221,550 shares; 2025Q4: 193,399 shares; 2026Q1: 163,349 shares 163,349 $22.1M 0.28% -30,050 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 8,209 shares; 2025Q2: 54,697 shares; 2025Q3: 69,660 shares; 2025Q4: 152,491 shares; 2026Q1: 243,367 shares 243,367 $21.5M 0.28% +90,876 Timeline XLC 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: 207,851 shares; 2024Q4: 205,187 shares; 2025Q1: 200,377 shares; 2025Q2: 199,286 shares; 2025Q3: 198,457 shares; 2025Q4: 194,169 shares; 2026Q1: 192,723 shares 192,723 $21.4M 0.27% -1,446 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,449 shares; 2025Q2: 185,057 shares; 2025Q3: 239,058 shares; 2025Q4: 287,335 shares; 2026Q1: 417,124 shares 417,124 $21.2M 0.27% +129,789 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: 452,522 shares; 2024Q4: 902,488 shares; 2025Q1: 862,909 shares; 2025Q2: 863,074 shares; 2025Q3: 850,660 shares; 2025Q4: 847,154 shares; 2026Q1: 844,500 shares 844,500 $20.9M 0.27% -2,654 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: 63,276 shares; 2024Q4: 63,058 shares; 2025Q1: 61,648 shares; 2025Q2: 64,251 shares; 2025Q3: 62,142 shares; 2025Q4: 65,997 shares; 2026Q1: 65,068 shares 65,068 $19.7M 0.25% -929 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: 61,204 shares; 2024Q4: 60,937 shares; 2025Q1: 58,763 shares; 2025Q2: 60,169 shares; 2025Q3: 61,088 shares; 2025Q4: 60,312 shares; 2026Q1: 61,586 shares 61,586 $19.6M 0.25% +1,274 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: 33,349 shares; 2024Q4: 32,783 shares; 2025Q1: 31,086 shares; 2025Q2: 31,305 shares; 2025Q3: 31,059 shares; 2025Q4: 31,474 shares; 2026Q1: 32,688 shares 32,688 $19.2M 0.25% +1,214 Timeline SHY 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: 276,067 shares; 2024Q4: 267,962 shares; 2025Q1: 281,327 shares; 2025Q2: 252,036 shares; 2025Q3: 244,418 shares; 2025Q4: 235,790 shares; 2026Q1: 230,419 shares 230,419 $19M 0.24% -5,371 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: 262,079 shares; 2024Q4: 241,536 shares; 2025Q1: 235,009 shares; 2025Q2: 229,488 shares; 2025Q3: 244,955 shares; 2025Q4: 199,368 shares; 2026Q1: 197,424 shares 197,424 $18.6M 0.24% -1,944 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: 17,826 shares; 2024Q4: 17,849 shares; 2025Q1: 17,349 shares; 2025Q2: 17,131 shares; 2025Q3: 20,084 shares; 2025Q4: 33,603 shares; 2026Q1: 42,197 shares 42,197 $18.2M 0.23% +8,594 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: 263,190 shares; 2024Q4: 257,706 shares; 2025Q1: 243,065 shares; 2025Q2: 249,864 shares; 2025Q3: 249,733 shares; 2025Q4: 247,327 shares; 2026Q1: 237,474 shares 237,474 $18.1M 0.23% -9,853 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: 293,758 shares; 2024Q4: 288,450 shares; 2025Q1: 270,064 shares; 2025Q2: 265,388 shares; 2025Q3: 269,660 shares; 2025Q4: 261,416 shares; 2026Q1: 225,165 shares 225,165 $18M 0.23% -36,251 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929,672 shares; 2024Q4: 861,743 shares; 2025Q1: 621,374 shares; 2025Q2: 619,431 shares; 2025Q3: 578,282 shares; 2025Q4: 557,138 shares; 2026Q1: 494,255 shares 494,255 $17.4M 0.22% -62,883 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: 49,309 shares; 2024Q4: 47,839 shares; 2025Q1: 47,703 shares; 2025Q2: 48,553 shares; 2025Q3: 48,138 shares; 2025Q4: 48,375 shares; 2026Q1: 48,258 shares 48,258 $17.3M 0.22% -117 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: 55,930 shares; 2024Q4: 56,169 shares; 2025Q1: 55,611 shares; 2025Q2: 52,278 shares; 2025Q3: 50,842 shares; 2025Q4: 49,779 shares; 2026Q1: 48,391 shares 48,391 $17.2M 0.22% -1,388 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: 116,993 shares; 2024Q4: 117,276 shares; 2025Q1: 117,136 shares; 2025Q2: 117,510 shares; 2025Q3: 116,521 shares; 2025Q4: 118,873 shares; 2026Q1: 118,105 shares 118,105 $17.2M 0.22% -768 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: 190,692 shares; 2024Q4: 225,737 shares; 2025Q1: 227,431 shares; 2025Q2: 232,356 shares; 2025Q3: 234,914 shares; 2025Q4: 240,491 shares; 2026Q1: 239,662 shares 239,662 $17.1M 0.22% -829 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,753 shares; 2024Q4: 99,736 shares; 2025Q1: 98,892 shares; 2025Q2: 98,109 shares; 2025Q3: 96,504 shares; 2025Q4: 92,652 shares; 2026Q1: 92,529 shares 92,529 $17.1M 0.22% -123 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: 182,538 shares; 2024Q4: 195,577 shares; 2025Q1: 194,609 shares; 2025Q2: 213,589 shares; 2025Q3: 232,083 shares; 2025Q4: 236,489 shares; 2026Q1: 200,532 shares 200,532 $16.4M 0.21% -35,957 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: 87,530 shares; 2024Q4: 86,500 shares; 2025Q1: 84,091 shares; 2025Q2: 83,917 shares; 2025Q3: 83,779 shares; 2025Q4: 83,461 shares; 2026Q1: 96,881 shares 96,881 $16.4M 0.21% +13,420 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,316 shares; 2024Q4: 112,501 shares; 2025Q1: 110,869 shares; 2025Q2: 105,335 shares; 2025Q3: 108,843 shares; 2025Q4: 110,160 shares; 2026Q1: 114,089 shares 114,089 $16.3M 0.21% +3,929 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: 56,646 shares; 2024Q4: 56,281 shares; 2025Q1: 56,616 shares; 2025Q2: 54,722 shares; 2025Q3: 53,347 shares; 2025Q4: 53,307 shares; 2026Q1: 51,625 shares 51,625 $15.6M 0.2% -1,682 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: 41,537 shares; 2024Q4: 54,279 shares; 2025Q1: 61,335 shares; 2025Q2: 83,722 shares; 2025Q3: 87,879 shares; 2025Q4: 101,479 shares; 2026Q1: 145,078 shares 145,078 $15.5M 0.2% +43,599 Timeline XLP 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: 191,083 shares; 2024Q4: 192,637 shares; 2025Q1: 191,389 shares; 2025Q2: 189,874 shares; 2025Q3: 191,230 shares; 2025Q4: 190,353 shares; 2026Q1: 188,287 shares 188,287 $15.4M 0.2% -2,066 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: 41,577 shares; 2024Q4: 41,768 shares; 2025Q1: 42,413 shares; 2025Q2: 42,001 shares; 2025Q3: 41,903 shares; 2025Q4: 43,551 shares; 2026Q1: 44,343 shares 44,343 $15.3M 0.2% +792 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,185 shares; 2024Q4: 134,859 shares; 2025Q1: 130,441 shares; 2025Q2: 134,033 shares; 2025Q3: 138,935 shares; 2025Q4: 144,043 shares; 2026Q1: 143,853 shares 143,853 $15.2M 0.19% -190 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,117 shares; 2024Q4: 107,555 shares; 2025Q1: 95,151 shares; 2025Q2: 91,227 shares; 2025Q3: 87,756 shares; 2025Q4: 88,123 shares; 2026Q1: 87,391 shares 87,391 $15.1M 0.19% -732 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: 70,718 shares; 2024Q4: 69,055 shares; 2025Q1: 66,109 shares; 2025Q2: 63,545 shares; 2025Q3: 54,784 shares; 2025Q4: 53,358 shares; 2026Q1: 55,552 shares 55,552 $15M 0.19% +2,194 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: 65,035 shares; 2024Q4: 64,980 shares; 2025Q1: 64,025 shares; 2025Q2: 63,847 shares; 2025Q3: 66,678 shares; 2025Q4: 69,276 shares; 2026Q1: 68,237 shares 68,237 $14.8M 0.19% -1,039 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: 311,802 shares; 2024Q4: 329,770 shares; 2025Q1: 329,872 shares; 2025Q2: 327,907 shares; 2025Q3: 329,218 shares; 2025Q4: 328,298 shares; 2026Q1: 321,225 shares 321,225 $14.8M 0.19% -7,073 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: 90,803 shares; 2024Q4: 90,857 shares; 2025Q1: 86,421 shares; 2025Q2: 89,279 shares; 2025Q3: 87,495 shares; 2025Q4: 88,708 shares; 2026Q1: 87,951 shares 87,951 $14.5M 0.19% -757 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: 4,161 shares; 2024Q4: 4,262 shares; 2025Q1: 4,016 shares; 2025Q2: 4,053 shares; 2025Q3: 3,936 shares; 2025Q4: 95,809 shares; 2026Q1: 150,926 shares 150,926 $14.5M 0.19% +55,117 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: 110,031 shares; 2024Q4: 106,286 shares; 2025Q1: 105,616 shares; 2025Q2: 104,360 shares; 2025Q3: 100,309 shares; 2025Q4: 98,464 shares; 2026Q1: 97,674 shares 97,674 $14.5M 0.19% -790 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: 198,032 shares; 2024Q4: 192,897 shares; 2025Q1: 188,891 shares; 2025Q2: 187,500 shares; 2025Q3: 187,201 shares; 2025Q4: 182,458 shares; 2026Q1: 176,356 shares 176,356 $14.3M 0.18% -6,102 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: 72,260 shares 72,260 $14.3M 0.18% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,288 shares; 2024Q4: 467,888 shares; 2025Q1: 488,332 shares; 2025Q2: 551,647 shares; 2025Q3: 530,049 shares; 2025Q4: 528,475 shares; 2026Q1: 552,012 shares 552,012 $14.2M 0.18% +23,537 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: 56,276 shares; 2024Q4: 55,421 shares; 2025Q1: 54,638 shares; 2025Q2: 53,858 shares; 2025Q3: 53,896 shares; 2025Q4: 52,832 shares; 2026Q1: 52,461 shares 52,461 $14M 0.18% -371 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: 78,548 shares; 2024Q4: 78,773 shares; 2025Q1: 39,999 shares; 2025Q2: 35,660 shares; 2025Q3: 35,751 shares; 2025Q4: 34,517 shares; 2026Q1: 31,343 shares 31,343 $13.5M 0.17% -3,174 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,942 shares; 2025Q2: 66,351 shares; 2025Q3: 89,608 shares; 2025Q4: 142,175 shares; 2026Q1: 178,607 shares 178,607 $13.5M 0.17% +36,432 Timeline FNDX 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: 91,770 shares; 2024Q4: 297,055 shares; 2025Q1: 288,673 shares; 2025Q2: 407,571 shares; 2025Q3: 431,967 shares; 2025Q4: 446,644 shares; 2026Q1: 481,843 shares 481,843 $13.4M 0.17% +35,199 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,554 shares; 2024Q4: 137,698 shares; 2025Q1: 130,683 shares; 2025Q2: 129,376 shares; 2025Q3: 119,085 shares; 2025Q4: 119,788 shares; 2026Q1: 116,736 shares 116,736 $13.2M 0.17% -3,052 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: 115,565 shares; 2024Q4: 113,528 shares; 2025Q1: 109,505 shares; 2025Q2: 105,277 shares; 2025Q3: 101,748 shares; 2025Q4: 101,347 shares; 2026Q1: 99,536 shares 99,536 $13M 0.17% -1,811 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: 181,448 shares; 2024Q4: 174,177 shares; 2025Q1: 165,823 shares; 2025Q2: 163,686 shares; 2025Q3: 167,292 shares; 2025Q4: 168,838 shares; 2026Q1: 176,599 shares 176,599 $13M 0.17% +7,761 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: 15,295 shares; 2024Q4: 14,447 shares; 2025Q1: 56,479 shares; 2025Q2: 61,984 shares; 2025Q3: 62,009 shares; 2025Q4: 61,535 shares; 2026Q1: 63,687 shares 63,687 $13M 0.17% +2,152 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,549 shares; 2024Q4: 56,421 shares; 2025Q1: 172,453 shares; 2025Q2: 186,978 shares; 2025Q3: 197,511 shares; 2025Q4: 208,731 shares; 2026Q1: 209,782 shares 209,782 $12.8M 0.16% +1,051 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: 129,810 shares; 2024Q4: 127,084 shares; 2025Q1: 139,272 shares; 2025Q2: 162,484 shares; 2025Q3: 149,621 shares; 2025Q4: 141,247 shares; 2026Q1: 122,717 shares 122,717 $12.6M 0.16% -18,530 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: 18,262 shares; 2024Q4: 18,068 shares; 2025Q1: 16,713 shares; 2025Q2: 16,133 shares; 2025Q3: 15,892 shares; 2025Q4: 15,291 shares; 2026Q1: 14,791 shares 14,791 $12.5M 0.16% -500 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: 250,340 shares; 2024Q4: 255,328 shares; 2025Q1: 267,359 shares; 2025Q2: 259,869 shares; 2025Q3: 263,207 shares; 2025Q4: 245,178 shares; 2026Q1: 236,578 shares 236,578 $12.3M 0.16% -8,600 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 23,077 shares; 2025Q1: 146,094 shares; 2025Q2: 103,800 shares; 2025Q3: 125,436 shares; 2025Q4: 146,424 shares; 2026Q1: 178,704 shares 178,704 $12.3M 0.16% +32,280 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: 48,843 shares; 2024Q4: 47,991 shares; 2025Q1: 44,718 shares; 2025Q2: 43,044 shares; 2025Q3: 42,728 shares; 2025Q4: 43,045 shares; 2026Q1: 42,922 shares 42,922 $12.2M 0.16% -123 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,209 shares; 2024Q4: 228,413 shares; 2025Q1: 209,548 shares; 2025Q2: 213,143 shares; 2025Q3: 257,864 shares; 2025Q4: 269,256 shares; 2026Q1: 265,323 shares 265,323 $12M 0.15% -3,933 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: 27,741 shares; 2024Q4: 27,610 shares; 2025Q1: 27,026 shares; 2025Q2: 26,743 shares; 2025Q3: 26,408 shares; 2025Q4: 26,518 shares; 2026Q1: 27,976 shares 27,976 $11.9M 0.15% +1,458 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,416 shares; 2024Q4: 40,460 shares; 2025Q1: 39,789 shares; 2025Q2: 40,116 shares; 2025Q3: 39,735 shares; 2025Q4: 39,745 shares; 2026Q1: 39,834 shares 39,834 $11.6M 0.15% +89 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 20,944 shares; 2025Q1: 21,577 shares; 2025Q2: 24,751 shares; 2025Q3: 26,473 shares; 2025Q4: 26,648 shares; 2026Q1: 26,577 shares 26,577 $11.3M 0.14% -71 Timeline IMTM 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: 53,317 shares; 2025Q2: 187,109 shares; 2025Q3: 205,593 shares; 2025Q4: 213,340 shares; 2026Q1: 234,928 shares 234,928 $11.3M 0.14% +21,588 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: 21,835 shares; 2024Q4: 21,296 shares; 2025Q1: 20,086 shares; 2025Q2: 20,162 shares; 2025Q3: 20,162 shares; 2025Q4: 20,172 shares; 2026Q1: 19,990 shares 19,990 $11.3M 0.14% -182 Timeline DFSV 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: 305,640 shares; 2024Q4: 345,821 shares; 2025Q1: 329,677 shares; 2025Q2: 270,739 shares; 2025Q3: 286,787 shares; 2025Q4: 342,693 shares; 2026Q1: 318,535 shares 318,535 $11.2M 0.14% -24,158 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 13,812 shares; 2025Q2: 21,182 shares; 2025Q3: 25,948 shares; 2025Q4: 93,506 shares; 2026Q1: 92,006 shares 92,006 $11M 0.14% -1,500 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: 153,766 shares; 2024Q4: 150,858 shares; 2025Q1: 148,603 shares; 2025Q2: 148,909 shares; 2025Q3: 143,876 shares; 2025Q4: 129,190 shares; 2026Q1: 122,667 shares 122,667 $11M 0.14% -6,523 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: not reported; 2024Q4: not reported; 2025Q1: 6,295 shares; 2025Q2: 32,871 shares; 2025Q3: 44,768 shares; 2025Q4: 72,665 shares; 2026Q1: 99,175 shares 99,175 $11M 0.14% +26,510 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,579 shares; 2024Q4: 177,484 shares; 2025Q1: 253,515 shares; 2025Q2: 264,736 shares; 2025Q3: 188,432 shares; 2025Q4: 185,927 shares; 2026Q1: 186,747 shares 186,747 $10.9M 0.14% +820 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,140 shares; 2024Q4: 113,664 shares; 2025Q1: 112,451 shares; 2025Q2: 115,153 shares; 2025Q3: 118,205 shares; 2025Q4: 236,719 shares; 2026Q1: 236,576 shares 236,576 $10.9M 0.14% -143 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,984 shares; 2024Q4: 177,228 shares; 2025Q1: 180,055 shares; 2025Q2: 174,282 shares; 2025Q3: 188,108 shares; 2025Q4: 183,104 shares; 2026Q1: 189,889 shares 189,889 $10.7M 0.14% +6,785 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: not reported; 2025Q1: 18,927 shares; 2025Q2: 79,084 shares; 2025Q3: 108,835 shares; 2025Q4: 143,226 shares; 2026Q1: 211,011 shares 211,011 $10.5M 0.13% +67,785 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: 58,048 shares; 2025Q1: 73,782 shares; 2025Q2: 78,297 shares; 2025Q3: 85,876 shares; 2025Q4: 81,116 shares; 2026Q1: 85,697 shares 85,697 $10.5M 0.13% +4,581 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: 18,873 shares; 2024Q4: 18,767 shares; 2025Q1: 17,829 shares; 2025Q2: 18,500 shares; 2025Q3: 18,281 shares; 2025Q4: 18,033 shares; 2026Q1: 17,345 shares 17,345 $10.5M 0.13% -688 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,147 shares; 2024Q4: 70,547 shares; 2025Q1: 70,442 shares; 2025Q2: 69,830 shares; 2025Q3: 71,549 shares; 2025Q4: 71,770 shares; 2026Q1: 59,626 shares 59,626 $10.5M 0.13% -12,144 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: 208,300 shares; 2024Q4: 170,305 shares; 2025Q1: 166,674 shares; 2025Q2: 159,105 shares; 2025Q3: 147,962 shares; 2025Q4: 144,278 shares; 2026Q1: 142,327 shares 142,327 $10.2M 0.13% -1,951 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: 83,104 shares; 2024Q4: 89,261 shares; 2025Q1: 85,907 shares; 2025Q2: 95,377 shares; 2025Q3: 112,402 shares; 2025Q4: 105,967 shares; 2026Q1: 103,556 shares 103,556 $10.2M 0.13% -2,411 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: 172,142 shares; 2024Q4: 172,980 shares; 2025Q1: 168,330 shares; 2025Q2: 173,625 shares; 2025Q3: 172,796 shares; 2025Q4: 198,621 shares; 2026Q1: 204,777 shares 204,777 $10M 0.13% +6,156 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: 45,717 shares; 2024Q4: 47,055 shares; 2025Q1: 41,975 shares; 2025Q2: 44,195 shares; 2025Q3: 38,740 shares; 2025Q4: 39,465 shares; 2026Q1: 45,704 shares 45,704 $9.83M 0.13% +6,239 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: 29,655 shares; 2024Q4: 29,465 shares; 2025Q1: 30,508 shares; 2025Q2: 30,222 shares; 2025Q3: 30,327 shares; 2025Q4: 30,178 shares; 2026Q1: 30,194 shares 30,194 $9.75M 0.12% +16 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: 73,197 shares; 2024Q4: 72,677 shares; 2025Q1: 72,392 shares; 2025Q2: 71,048 shares; 2025Q3: 69,354 shares; 2025Q4: 68,324 shares; 2026Q1: 66,342 shares 66,342 $9.67M 0.12% -1,982 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,356 shares; 2025Q4: 71,464 shares; 2026Q1: 77,317 shares 77,317 $9.67M 0.12% +5,853 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: 106,616 shares; 2024Q4: 99,224 shares; 2025Q1: 90,890 shares; 2025Q2: 65,406 shares; 2025Q3: 54,489 shares; 2025Q4: 52,469 shares; 2026Q1: 50,862 shares 50,862 $9.64M 0.12% -1,607 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: 15,621 shares; 2024Q4: 15,724 shares; 2025Q1: 14,786 shares; 2025Q2: 17,635 shares; 2025Q3: 19,765 shares; 2025Q4: 21,765 shares; 2026Q1: 25,563 shares 25,563 $9.14M 0.12% +3,798 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: 23,353 shares; 2024Q4: 23,619 shares; 2025Q1: 24,835 shares; 2025Q2: 26,979 shares; 2025Q3: 27,148 shares; 2025Q4: 26,916 shares; 2026Q1: 27,023 shares 27,023 $9.13M 0.12% +107 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: 13,085 shares; 2024Q4: 13,476 shares; 2025Q1: 13,556 shares; 2025Q2: 14,579 shares; 2025Q3: 16,448 shares; 2025Q4: 18,584 shares; 2026Q1: 19,176 shares 19,176 $8.84M 0.11% +592 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: 17,307 shares; 2024Q4: 17,170 shares; 2025Q1: 17,033 shares; 2025Q2: 19,126 shares; 2025Q3: 19,192 shares; 2025Q4: 19,002 shares; 2026Q1: 18,978 shares 18,978 $8.79M 0.11% -24 Timeline IBB 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: 66,511 shares; 2024Q4: 64,259 shares; 2025Q1: 62,315 shares; 2025Q2: 58,429 shares; 2025Q3: 57,158 shares; 2025Q4: 55,909 shares; 2026Q1: 51,481 shares 51,481 $8.69M 0.11% -4,428 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: 9,269 shares; 2024Q4: 27,604 shares; 2025Q1: 26,630 shares; 2025Q2: 26,153 shares; 2025Q3: 44,532 shares; 2025Q4: 48,458 shares; 2026Q1: 52,211 shares 52,211 $8.37M 0.11% +3,753 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: 47,760 shares; 2024Q4: 46,610 shares; 2025Q1: 45,596 shares; 2025Q2: 45,363 shares; 2025Q3: 45,322 shares; 2025Q4: 44,539 shares; 2026Q1: 43,595 shares 43,595 $8.27M 0.11% -944 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: 47,198 shares; 2024Q4: 46,057 shares; 2025Q1: 44,563 shares; 2025Q2: 43,225 shares; 2025Q3: 43,963 shares; 2025Q4: 42,265 shares; 2026Q1: 41,069 shares 41,069 $8.12M 0.1% -1,196 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: 5,441 shares; 2024Q4: 5,992 shares; 2025Q1: 34,163 shares; 2025Q2: 33,912 shares; 2025Q3: 38,277 shares; 2025Q4: 36,832 shares; 2026Q1: 37,055 shares 37,055 $8.12M 0.1% +223 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,509 shares; 2024Q4: 51,168 shares; 2025Q1: 52,088 shares; 2025Q2: 55,654 shares; 2025Q3: 57,781 shares; 2025Q4: 63,830 shares; 2026Q1: 67,664 shares 67,664 $8.02M 0.1% +3,834 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: 51,555 shares; 2024Q4: 48,945 shares; 2025Q1: 46,199 shares; 2025Q2: 43,100 shares; 2025Q3: 43,158 shares; 2025Q4: 42,489 shares; 2026Q1: 41,226 shares 41,226 $8M 0.1% -1,263 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: 39,805 shares; 2024Q4: 46,900 shares; 2025Q1: 48,126 shares; 2025Q2: 46,154 shares; 2025Q3: 23,028 shares; 2025Q4: 28,124 shares; 2026Q1: 32,885 shares 32,885 $7.99M 0.1% +4,761 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: 25,974 shares; 2024Q4: 83,953 shares; 2025Q1: 86,214 shares; 2025Q2: 102,678 shares; 2025Q3: 117,231 shares; 2025Q4: 219,951 shares; 2026Q1: 254,287 shares 254,287 $7.8M 0.1% +34,336 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,295 shares; 2024Q4: 291,580 shares; 2025Q1: 204,631 shares; 2025Q2: 204,931 shares; 2025Q3: 218,703 shares; 2025Q4: 229,519 shares; 2026Q1: 231,834 shares 231,834 $7.74M 0.1% +2,315 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: 62,505 shares; 2024Q4: 59,655 shares; 2025Q1: 59,564 shares; 2025Q2: 58,519 shares; 2025Q3: 53,276 shares; 2025Q4: 52,349 shares; 2026Q1: 52,469 shares 52,469 $7.66M 0.1% +120 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,206 shares; 2024Q4: 217,634 shares; 2025Q1: 320,062 shares; 2025Q2: 267,929 shares; 2025Q3: 261,014 shares; 2025Q4: 261,040 shares; 2026Q1: 250,629 shares 250,629 $7.6M 0.1% -10,411 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: 32,287 shares; 2024Q4: 32,193 shares; 2025Q1: 27,421 shares; 2025Q2: 26,751 shares; 2025Q3: 25,708 shares; 2025Q4: 39,979 shares; 2026Q1: 36,434 shares 36,434 $7.55M 0.1% -3,545 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: 33,034 shares; 2024Q4: 33,302 shares; 2025Q1: 33,001 shares; 2025Q2: 37,920 shares; 2025Q3: 36,994 shares; 2025Q4: 35,432 shares; 2026Q1: 35,187 shares 35,187 $7.54M 0.1% -245 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: 180,272 shares; 2024Q4: 181,045 shares; 2025Q1: 162,915 shares; 2025Q2: 203,113 shares; 2025Q3: 212,877 shares; 2025Q4: 221,923 shares; 2026Q1: 222,791 shares 222,791 $7.47M 0.1% +868 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,346 shares; 2024Q4: 35,983 shares; 2025Q1: 34,598 shares; 2025Q2: 34,350 shares; 2025Q3: 33,215 shares; 2025Q4: 33,094 shares; 2026Q1: 31,744 shares 31,744 $7.43M 0.1% -1,350 Timeline IYH 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: 136,032 shares; 2024Q4: 131,937 shares; 2025Q1: 126,231 shares; 2025Q2: 124,531 shares; 2025Q3: 123,819 shares; 2025Q4: 123,118 shares; 2026Q1: 118,428 shares 118,428 $7.3M 0.09% -4,690 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: 12,755 shares; 2024Q4: 13,089 shares; 2025Q1: 12,676 shares; 2025Q2: 12,435 shares; 2025Q3: 12,321 shares; 2025Q4: 11,425 shares; 2026Q1: 7,386 shares 7,386 $7.24M 0.09% -4,039 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: 117,392 shares; 2024Q4: 117,047 shares; 2025Q1: 116,646 shares; 2025Q2: 116,196 shares; 2025Q3: 102,999 shares; 2025Q4: 104,446 shares; 2026Q1: 107,102 shares 107,102 $7.23M 0.09% +2,656 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,344 shares; 2024Q4: 73,086 shares; 2025Q1: 73,803 shares; 2025Q2: 74,668 shares; 2025Q3: 105,580 shares; 2025Q4: 107,489 shares; 2026Q1: 92,864 shares 92,864 $7.16M 0.09% -14,625 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: 6,047 shares; 2024Q4: 5,902 shares; 2025Q1: 5,916 shares; 2025Q2: 5,665 shares; 2025Q3: 17,210 shares; 2025Q4: 38,729 shares; 2026Q1: 41,065 shares 41,065 $7.12M 0.09% +2,336 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: 71,644 shares; 2024Q4: 71,710 shares; 2025Q1: 71,890 shares; 2025Q2: 72,762 shares; 2025Q3: 72,970 shares; 2025Q4: 73,553 shares; 2026Q1: 72,731 shares 72,731 $7.06M 0.09% -822 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: 137,427 shares; 2024Q4: 146,063 shares; 2025Q1: 141,378 shares; 2025Q2: 137,487 shares; 2025Q3: 150,946 shares; 2025Q4: 146,302 shares; 2026Q1: 139,382 shares 139,382 $7.01M 0.09% -6,920 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: 15,845 shares; 2024Q4: 16,138 shares; 2025Q1: 16,104 shares; 2025Q2: 16,729 shares; 2025Q3: 16,763 shares; 2025Q4: 17,348 shares; 2026Q1: 18,833 shares 18,833 $7M 0.09% +1,485 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: 6,426 shares; 2024Q4: 6,466 shares; 2025Q1: 9,807 shares; 2025Q2: 9,863 shares; 2025Q3: 16,997 shares; 2025Q4: 20,721 shares; 2026Q1: 21,675 shares 21,675 $6.95M 0.09% +954 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,774 shares; 2024Q4: 70,019 shares; 2025Q1: 68,864 shares; 2025Q2: 68,392 shares; 2025Q3: 68,119 shares; 2025Q4: 135,337 shares; 2026Q1: 136,130 shares 136,130 $6.8M 0.09% +793 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: 31,370 shares; 2024Q4: 25,272 shares; 2025Q1: 28,057 shares; 2025Q2: 43,864 shares; 2025Q3: 63,434 shares; 2025Q4: 75,514 shares; 2026Q1: 81,720 shares 81,720 $6.76M 0.09% +6,206 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: 14,757 shares; 2024Q4: 13,891 shares; 2025Q1: 13,549 shares; 2025Q2: 13,430 shares; 2025Q3: 13,808 shares; 2025Q4: 13,780 shares; 2026Q1: 13,478 shares 13,478 $6.73M 0.09% -302 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: 25,540 shares; 2024Q4: 25,002 shares; 2025Q1: 24,342 shares; 2025Q2: 14,876 shares; 2025Q3: 24,155 shares; 2025Q4: 24,487 shares; 2026Q1: 23,044 shares 23,044 $6.72M 0.09% -1,443 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: 9,487 shares; 2024Q4: 8,840 shares; 2025Q1: 7,679 shares; 2025Q2: 7,137 shares; 2025Q3: 7,118 shares; 2025Q4: 7,207 shares; 2026Q1: 7,672 shares 7,672 $6.7M 0.09% +465 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: 101,600 shares; 2024Q4: 101,490 shares; 2025Q1: 103,476 shares; 2025Q2: 60,765 shares; 2025Q3: 58,235 shares; 2025Q4: 45,945 shares; 2026Q1: 42,119 shares 42,119 $6.62M 0.08% -3,826 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: 55,756 shares; 2024Q4: 55,650 shares; 2025Q1: 55,651 shares; 2025Q2: 55,651 shares; 2025Q3: 55,667 shares; 2025Q4: 55,657 shares; 2026Q1: 55,664 shares 55,664 $6.61M 0.08% +7 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: 124,990 shares; 2024Q4: 124,093 shares; 2025Q1: 119,886 shares; 2025Q2: 119,914 shares; 2025Q3: 118,663 shares; 2025Q4: 117,107 shares; 2026Q1: 109,386 shares 109,386 $6.56M 0.08% -7,721 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,345 shares; 2024Q4: 67,191 shares; 2025Q1: 59,787 shares; 2025Q2: 73,585 shares; 2025Q3: 78,749 shares; 2025Q4: 75,462 shares; 2026Q1: 64,764 shares 64,764 $6.51M 0.08% -10,698 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: 10,702 shares; 2024Q4: 10,325 shares; 2025Q1: 8,400 shares; 2025Q2: 9,558 shares; 2025Q3: 9,699 shares; 2025Q4: 9,600 shares; 2026Q1: 9,443 shares 9,443 $6.44M 0.08% -157 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,641 shares; 2024Q4: 135,304 shares; 2025Q1: 120,847 shares; 2025Q2: 112,129 shares; 2025Q3: 111,577 shares; 2025Q4: 106,718 shares; 2026Q1: 103,770 shares 103,770 $6.44M 0.08% -2,948 Timeline FLOT 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: 141,560 shares; 2024Q4: 138,255 shares; 2025Q1: 133,242 shares; 2025Q2: 131,824 shares; 2025Q3: 132,409 shares; 2025Q4: 127,187 shares; 2026Q1: 125,201 shares 125,201 $6.38M 0.08% -1,986 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: 21,263 shares; 2024Q4: 21,212 shares; 2025Q1: 19,810 shares; 2025Q2: 17,105 shares; 2025Q3: 16,615 shares; 2025Q4: 16,533 shares; 2026Q1: 16,272 shares 16,272 $6.38M 0.08% -261 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: 44,508 shares; 2024Q4: 43,066 shares; 2025Q1: 42,810 shares; 2025Q2: 50,186 shares; 2025Q3: 51,096 shares; 2025Q4: 48,624 shares; 2026Q1: 49,282 shares 49,282 $6.31M 0.08% +658 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,560 shares; 2025Q4: 10,225 shares; 2026Q1: 12,505 shares 12,505 $6.06M 0.08% +2,280 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,783 shares; 2024Q4: 70,118 shares; 2025Q1: 64,427 shares; 2025Q2: 65,686 shares; 2025Q3: 65,562 shares; 2025Q4: 64,927 shares; 2026Q1: 64,801 shares 64,801 $6.05M 0.08% -126 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,203 shares; 2024Q4: 69,667 shares; 2025Q1: 68,590 shares; 2025Q2: 63,402 shares; 2025Q3: 61,939 shares; 2025Q4: 60,263 shares; 2026Q1: 52,283 shares 52,283 $6.01M 0.08% -7,980 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,883 shares; 2024Q4: 58,536 shares; 2025Q1: 56,598 shares; 2025Q2: 56,085 shares; 2025Q3: 59,573 shares; 2025Q4: 57,698 shares; 2026Q1: 57,373 shares 57,373 $5.86M 0.07% -325 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: 56,968 shares; 2024Q4: 57,966 shares; 2025Q1: 62,034 shares; 2025Q2: 67,856 shares; 2025Q3: 64,887 shares; 2025Q4: 76,610 shares; 2026Q1: 77,797 shares 77,797 $5.84M 0.07% +1,187 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: 12,096 shares; 2024Q4: 12,026 shares; 2025Q1: 11,316 shares; 2025Q2: 11,653 shares; 2025Q3: 11,778 shares; 2025Q4: 11,710 shares; 2026Q1: 11,728 shares 11,728 $5.81M 0.07% +18 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: 8,111 shares; 2024Q4: 8,903 shares; 2025Q1: 8,141 shares; 2025Q2: 7,228 shares; 2025Q3: 6,804 shares; 2025Q4: 6,787 shares; 2026Q1: 6,652 shares 6,652 $5.76M 0.07% -135 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: 36,572 shares; 2024Q4: 36,062 shares; 2025Q1: 35,387 shares; 2025Q2: 36,112 shares; 2025Q3: 42,646 shares; 2025Q4: 43,167 shares; 2026Q1: 42,817 shares 42,817 $5.66M 0.07% -350 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: 53,529 shares; 2024Q4: 52,317 shares; 2025Q1: 53,914 shares; 2025Q2: 52,792 shares; 2025Q3: 32,027 shares; 2025Q4: 30,518 shares; 2026Q1: 28,458 shares 28,458 $5.64M 0.07% -2,060 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 13,399 shares; 2025Q1: 13,931 shares; 2025Q2: 14,114 shares; 2025Q3: 14,085 shares; 2025Q4: 14,192 shares; 2026Q1: 14,651 shares 14,651 $5.62M 0.07% +459 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,146 shares; 2024Q4: 36,374 shares; 2025Q1: 35,106 shares; 2025Q2: 34,577 shares; 2025Q3: 33,060 shares; 2025Q4: 32,125 shares; 2026Q1: 31,138 shares 31,138 $5.6M 0.07% -987 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,981 shares; 2025Q2: 23,339 shares; 2025Q3: 31,424 shares; 2025Q4: 47,806 shares; 2026Q1: 69,337 shares 69,337 $5.5M 0.07% +21,531 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,664 shares; 2024Q4: 46,039 shares; 2025Q1: 38,328 shares; 2025Q2: 33,092 shares; 2025Q3: 34,662 shares; 2025Q4: 34,499 shares; 2026Q1: 37,779 shares 37,779 $5.42M 0.07% +3,280 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,366 shares; 2024Q4: 29,805 shares; 2025Q1: 29,913 shares; 2025Q2: 31,357 shares; 2025Q3: 31,285 shares; 2025Q4: 34,176 shares; 2026Q1: 37,427 shares 37,427 $5.42M 0.07% +3,251 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: 236,009 shares; 2024Q4: 220,334 shares; 2025Q1: 203,386 shares; 2025Q2: 207,063 shares; 2025Q3: 195,361 shares; 2025Q4: 190,559 shares; 2026Q1: 185,500 shares 185,500 $5.38M 0.07% -5,059 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: 28,557 shares; 2024Q4: 28,161 shares; 2025Q1: 27,400 shares; 2025Q2: 27,631 shares; 2025Q3: 29,594 shares; 2025Q4: 29,864 shares; 2026Q1: 29,586 shares 29,586 $5.33M 0.07% -278 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: 67,647 shares; 2024Q4: 66,789 shares; 2025Q1: 63,462 shares; 2025Q2: 59,340 shares; 2025Q3: 59,871 shares; 2025Q4: 56,664 shares; 2026Q1: 56,921 shares 56,921 $5.29M 0.07% +257 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: 37,672 shares; 2024Q4: 36,877 shares; 2025Q1: 36,632 shares; 2025Q2: 37,969 shares; 2025Q3: 38,678 shares; 2025Q4: 64,707 shares; 2026Q1: 65,784 shares 65,784 $5.21M 0.07% +1,077 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,217 shares; 2024Q4: 66,642 shares; 2025Q1: 59,582 shares; 2025Q2: 65,219 shares; 2025Q3: 61,618 shares; 2025Q4: 79,877 shares; 2026Q1: 80,235 shares 80,235 $5.18M 0.07% +358 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: 58,975 shares; 2024Q4: 42,543 shares; 2025Q1: 34,474 shares; 2025Q2: 29,352 shares; 2025Q3: 28,805 shares; 2025Q4: 26,429 shares; 2026Q1: 25,918 shares 25,918 $5.16M 0.07% -511 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,445 shares; 2024Q4: 65,380 shares; 2025Q1: 61,618 shares; 2025Q2: 59,640 shares; 2025Q3: 58,437 shares; 2025Q4: 55,887 shares; 2026Q1: 72,516 shares 72,516 $5.13M 0.07% +16,629 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: 55,205 shares; 2024Q4: 52,158 shares; 2025Q1: 49,697 shares; 2025Q2: 48,769 shares; 2025Q3: 48,368 shares; 2025Q4: 46,657 shares; 2026Q1: 45,005 shares 45,005 $5.1M 0.07% -1,652 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: 22,015 shares; 2024Q4: 22,055 shares; 2025Q1: 33,026 shares; 2025Q2: 39,121 shares; 2025Q3: 40,272 shares; 2025Q4: 35,044 shares; 2026Q1: 32,333 shares 32,333 $5.09M 0.07% -2,711 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,831 shares; 2024Q4: 77,218 shares; 2025Q1: 74,763 shares; 2025Q2: 75,113 shares; 2025Q3: 92,346 shares; 2025Q4: 100,192 shares; 2026Q1: 100,787 shares 100,787 $5.08M 0.07% +595 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: 71,562 shares; 2024Q4: 71,340 shares; 2025Q1: 69,340 shares; 2025Q2: 71,034 shares; 2025Q3: 81,625 shares; 2025Q4: 82,543 shares; 2026Q1: 82,993 shares 82,993 $5.08M 0.06% +450 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: 330,553 shares; 2024Q4: 252,899 shares; 2025Q1: 214,598 shares; 2025Q2: 228,674 shares; 2025Q3: 225,022 shares; 2025Q4: 117,008 shares; 2026Q1: 114,427 shares 114,427 $5.05M 0.06% -2,581 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: 40,782 shares; 2024Q4: 40,861 shares; 2025Q1: 40,417 shares; 2025Q2: 40,564 shares; 2025Q3: 40,475 shares; 2025Q4: 40,457 shares; 2026Q1: 37,426 shares 37,426 $4.9M 0.06% -3,031 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,643 shares; 2024Q4: 118,243 shares; 2025Q1: 115,789 shares; 2025Q2: 107,981 shares; 2025Q3: 108,572 shares; 2025Q4: 112,029 shares; 2026Q1: 106,015 shares 106,015 $4.86M 0.06% -6,014 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,467 shares; 2026Q1: 41,280 shares 41,280 $4.76M 0.06% -5,187 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,026 shares; 2024Q4: 188,550 shares; 2025Q1: 167,633 shares; 2025Q2: 166,185 shares; 2025Q3: 163,183 shares; 2025Q4: 148,534 shares; 2026Q1: 132,881 shares 132,881 $4.74M 0.06% -15,653 Timeline IHI 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: 105,743 shares; 2024Q4: 100,493 shares; 2025Q1: 97,342 shares; 2025Q2: 96,439 shares; 2025Q3: 92,722 shares; 2025Q4: 90,907 shares; 2026Q1: 87,719 shares 87,719 $4.68M 0.06% -3,188 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: 50,677 shares; 2024Q4: 50,481 shares; 2025Q1: 47,069 shares; 2025Q2: 36,662 shares; 2025Q3: 35,487 shares; 2025Q4: 35,292 shares; 2026Q1: 35,276 shares 35,276 $4.62M 0.06% -16 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,284 shares; 2024Q4: 271,307 shares; 2025Q1: 264,739 shares; 2025Q2: 261,655 shares; 2025Q3: 264,505 shares; 2025Q4: 256,356 shares; 2026Q1: 228,698 shares 228,698 $4.59M 0.06% -27,658 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: 24,967 shares; 2024Q4: 23,862 shares; 2025Q1: 23,883 shares; 2025Q2: 22,980 shares; 2025Q3: 20,912 shares; 2025Q4: 19,493 shares; 2026Q1: 17,489 shares 17,489 $4.55M 0.06% -2,004 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: 97,205 shares; 2024Q4: 51,765 shares; 2025Q1: 47,705 shares; 2025Q2: 45,335 shares; 2025Q3: 73,655 shares; 2025Q4: 117,345 shares; 2026Q1: 116,665 shares 116,665 $4.53M 0.06% -680 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,618 shares; 2024Q4: 119,695 shares; 2025Q1: 97,500 shares; 2025Q2: 67,979 shares; 2025Q3: 63,318 shares; 2025Q4: 62,226 shares; 2026Q1: 56,161 shares 56,161 $4.5M 0.06% -6,065 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 13,394 shares; 2026Q1: 15,529 shares 15,529 $4.37M 0.06% +2,135 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: 25,307 shares; 2024Q4: 22,672 shares; 2025Q1: 21,372 shares; 2025Q2: 21,535 shares; 2025Q3: 19,613 shares; 2025Q4: 18,500 shares; 2026Q1: 16,205 shares 16,205 $4.32M 0.06% -2,295 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: 45,361 shares; 2024Q4: 45,371 shares; 2025Q1: 39,999 shares; 2025Q2: 39,820 shares; 2025Q3: 38,912 shares; 2025Q4: 33,731 shares; 2026Q1: 31,644 shares 31,644 $4.31M 0.06% -2,087 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: 61,758 shares; 2024Q4: 60,469 shares; 2025Q1: 63,062 shares; 2025Q2: 58,248 shares; 2025Q3: 57,500 shares; 2025Q4: 57,299 shares; 2026Q1: 52,557 shares 52,557 $4.18M 0.05% -4,742 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: 39,295 shares; 2024Q4: 36,229 shares; 2025Q1: 32,103 shares; 2025Q2: 31,578 shares; 2025Q3: 35,052 shares; 2025Q4: 31,729 shares; 2026Q1: 24,129 shares 24,129 $4.16M 0.05% -7,600 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,370 shares; 2024Q4: 179,292 shares; 2025Q1: 180,568 shares; 2025Q2: 180,381 shares; 2025Q3: 152,219 shares; 2025Q4: 151,779 shares; 2026Q1: 151,793 shares 151,793 $4.15M 0.05% +14 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 10,511 shares; 2025Q1: 10,511 shares; 2025Q2: 9,902 shares; 2025Q3: 12,986 shares; 2025Q4: 12,306 shares; 2026Q1: 11,527 shares 11,527 $4.11M 0.05% -779 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: 144,267 shares; 2024Q4: 139,521 shares; 2025Q1: 115,468 shares; 2025Q2: 112,239 shares; 2025Q3: 110,227 shares; 2025Q4: 104,229 shares; 2026Q1: 98,908 shares 98,908 $4.06M 0.05% -5,321 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,870 shares; 2025Q1: 11,920 shares; 2025Q2: 13,220 shares; 2025Q3: 60,062 shares; 2025Q4: 132,223 shares; 2026Q1: 126,990 shares 126,990 $4.01M 0.05% -5,233 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: 13,102 shares; 2024Q4: 12,980 shares; 2025Q1: 11,415 shares; 2025Q2: 12,540 shares; 2025Q3: 12,914 shares; 2025Q4: 12,902 shares; 2026Q1: 11,837 shares 11,837 $4M 0.05% -1,065 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: 12,972 shares; 2024Q4: 11,279 shares; 2025Q1: 9,863 shares; 2025Q2: 9,551 shares; 2025Q3: 23,749 shares; 2025Q4: 29,757 shares; 2026Q1: 32,966 shares 32,966 $4M 0.05% +3,209 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: 15,931 shares; 2024Q4: 14,553 shares; 2025Q1: 14,001 shares; 2025Q2: 11,312 shares; 2025Q3: 13,617 shares; 2025Q4: 15,592 shares; 2026Q1: 21,243 shares 21,243 $3.97M 0.05% +5,651 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: 42,853 shares; 2024Q4: 42,480 shares; 2025Q1: 36,904 shares; 2025Q2: 33,419 shares; 2025Q3: 32,133 shares; 2025Q4: 30,162 shares; 2026Q1: 29,886 shares 29,886 $3.94M 0.05% -276 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,069 shares 26,069 $3.92M 0.05% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,200 shares; 2024Q4: 57,088 shares; 2025Q1: 55,954 shares; 2025Q2: 57,210 shares; 2025Q3: 66,755 shares; 2025Q4: 67,644 shares; 2026Q1: 67,037 shares 67,037 $3.88M 0.05% -607 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,541 shares; 2024Q4: 87,032 shares; 2025Q1: 82,059 shares; 2025Q2: 76,757 shares; 2025Q3: 76,964 shares; 2025Q4: 76,709 shares; 2026Q1: 75,750 shares 75,750 $3.84M 0.05% -959 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: 60,874 shares; 2024Q4: 59,272 shares; 2025Q1: 49,335 shares; 2025Q2: 124,459 shares; 2025Q3: 113,004 shares; 2025Q4: 84,143 shares; 2026Q1: 81,902 shares 81,902 $3.8M 0.05% -2,241 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,200 shares; 2024Q4: 80,200 shares; 2025Q1: 77,700 shares; 2025Q2: 78,802 shares; 2025Q3: 78,802 shares; 2025Q4: 78,752 shares; 2026Q1: 78,302 shares 78,302 $3.72M 0.05% -450 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: 25,157 shares; 2024Q4: 24,642 shares; 2025Q1: 20,309 shares; 2025Q2: 22,497 shares; 2025Q3: 24,217 shares; 2025Q4: 24,279 shares; 2026Q1: 24,302 shares 24,302 $3.71M 0.05% +23 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,610 shares; 2024Q4: 81,840 shares; 2025Q1: 79,100 shares; 2025Q2: 74,290 shares; 2025Q3: 92,520 shares; 2025Q4: 97,510 shares; 2026Q1: 86,810 shares 86,810 $3.69M 0.05% -10,700 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: 39,087 shares; 2024Q4: 39,072 shares; 2025Q1: 39,309 shares; 2025Q2: 39,278 shares; 2025Q3: 38,714 shares; 2025Q4: 40,070 shares; 2026Q1: 38,167 shares 38,167 $3.68M 0.05% -1,903 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: 20,238 shares; 2024Q4: 19,191 shares; 2025Q1: 18,500 shares; 2025Q2: 17,899 shares; 2025Q3: 18,035 shares; 2025Q4: 17,700 shares; 2026Q1: 19,600 shares 19,600 $3.66M 0.05% +1,900 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: 82,301 shares; 2024Q4: 79,639 shares; 2025Q1: 71,334 shares; 2025Q2: 60,805 shares; 2025Q3: 53,109 shares; 2025Q4: 48,073 shares; 2026Q1: 49,737 shares 49,737 $3.62M 0.05% +1,664 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 12,629 shares; 2025Q1: 12,333 shares; 2025Q2: 12,562 shares; 2025Q3: 14,476 shares; 2025Q4: 14,737 shares; 2026Q1: 14,718 shares 14,718 $3.56M 0.05% -19 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 8,551 shares; 2025Q1: 8,251 shares; 2025Q2: 25,702 shares; 2025Q3: 28,283 shares; 2025Q4: 30,427 shares; 2026Q1: 34,286 shares 34,286 $3.55M 0.05% +3,859 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: 51,821 shares; 2024Q4: 48,302 shares; 2025Q1: 41,729 shares; 2025Q2: 38,765 shares; 2025Q3: 34,878 shares; 2025Q4: 34,352 shares; 2026Q1: 25,867 shares 25,867 $3.52M 0.05% -8,485 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: 59,502 shares; 2024Q4: 58,289 shares; 2025Q1: 54,942 shares; 2025Q2: 53,083 shares; 2025Q3: 53,011 shares; 2025Q4: 48,910 shares; 2026Q1: 48,256 shares 48,256 $3.51M 0.04% -654 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: 25,606 shares; 2024Q4: 24,846 shares; 2025Q1: 24,933 shares; 2025Q2: 24,998 shares; 2025Q3: 26,140 shares; 2025Q4: 30,453 shares; 2026Q1: 30,990 shares 30,990 $3.51M 0.04% +537 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,735 shares; 2024Q4: 21,953 shares; 2025Q1: 20,476 shares; 2025Q2: 20,326 shares; 2025Q3: 19,561 shares; 2025Q4: 19,436 shares; 2026Q1: 19,194 shares 19,194 $3.48M 0.04% -242 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: 1,898 shares; 2024Q4: 1,723 shares; 2025Q1: 1,455 shares; 2025Q2: 1,621 shares; 2025Q3: 1,757 shares; 2025Q4: 10,638 shares; 2026Q1: 32,745 shares 32,745 $3.42M 0.04% +22,107 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: 107,336 shares; 2024Q4: 64,453 shares; 2025Q1: 52,370 shares; 2025Q2: 48,484 shares; 2025Q3: 55,306 shares; 2025Q4: 61,523 shares; 2026Q1: 63,094 shares 63,094 $3.42M 0.04% +1,571 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: 69,397 shares; 2024Q4: 68,659 shares; 2025Q1: 64,516 shares; 2025Q2: 62,312 shares; 2025Q3: 60,009 shares; 2025Q4: 55,787 shares; 2026Q1: 55,368 shares 55,368 $3.42M 0.04% -419 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: 20,160 shares; 2024Q4: 18,077 shares; 2025Q1: 16,498 shares; 2025Q2: 16,980 shares; 2025Q3: 16,857 shares; 2025Q4: 16,512 shares; 2026Q1: 16,273 shares 16,273 $3.38M 0.04% -239 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: 41,979 shares; 2024Q4: 40,515 shares; 2025Q1: 36,829 shares; 2025Q2: 33,701 shares; 2025Q3: 33,000 shares; 2025Q4: 31,174 shares; 2026Q1: 30,651 shares 30,651 $3.36M 0.04% -523 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,310 shares; 2024Q4: 28,604 shares; 2025Q1: 27,015 shares; 2025Q2: 28,048 shares; 2025Q3: 28,504 shares; 2025Q4: 28,792 shares; 2026Q1: 29,330 shares 29,330 $3.3M 0.04% +538 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,704 shares; 2024Q4: 31,245 shares; 2025Q1: 30,460 shares; 2025Q2: 30,445 shares; 2025Q3: 30,105 shares; 2025Q4: 25,556 shares; 2026Q1: 22,588 shares 22,588 $3.29M 0.04% -2,968 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,854 shares; 2024Q4: 67,743 shares; 2025Q1: 72,361 shares; 2025Q2: 73,489 shares; 2025Q3: 77,823 shares; 2025Q4: 66,451 shares; 2026Q1: 40,444 shares 40,444 $3.29M 0.04% -26,007 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: 50,653 shares; 2024Q4: 48,726 shares; 2025Q1: 47,472 shares; 2025Q2: 45,046 shares; 2025Q3: 43,003 shares; 2025Q4: 39,566 shares; 2026Q1: 37,953 shares 37,953 $3.23M 0.04% -1,613 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,404 shares; 2024Q4: 80,404 shares; 2025Q1: 78,754 shares; 2025Q2: 78,754 shares; 2025Q3: 79,358 shares; 2025Q4: 149,384 shares; 2026Q1: 123,985 shares 123,985 $3.14M 0.04% -25,399 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: 421 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 7,391 shares; 2026Q1: 7,911 shares 7,911 $3.14M 0.04% +520 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,069 shares; 2024Q4: 19,108 shares; 2025Q1: 19,042 shares; 2025Q2: 19,432 shares; 2025Q3: 22,900 shares; 2025Q4: 23,342 shares; 2026Q1: 23,603 shares 23,603 $3.1M 0.04% +261 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: 4,155 shares; 2024Q4: 3,974 shares; 2025Q1: 3,784 shares; 2025Q2: 3,711 shares; 2025Q3: 3,505 shares; 2025Q4: 2,819 shares; 2026Q1: 2,823 shares 2,823 $3.09M 0.04% +4 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,965 shares; 2024Q4: 268,965 shares; 2025Q1: 268,965 shares; 2025Q2: 268,965 shares; 2025Q3: 268,965 shares; 2025Q4: 268,965 shares; 2026Q1: 268,965 shares 268,965 $3.06M 0.04% 0 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: 63,706 shares; 2024Q4: 59,414 shares; 2025Q1: 48,752 shares; 2025Q2: 47,409 shares; 2025Q3: 47,324 shares; 2025Q4: 48,435 shares; 2026Q1: 46,156 shares 46,156 $3.04M 0.04% -2,279 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,465 shares; 2024Q4: 89,653 shares; 2025Q1: 89,538 shares; 2025Q2: 88,311 shares; 2025Q3: 98,256 shares; 2025Q4: 99,812 shares; 2026Q1: 98,824 shares 98,824 $3.02M 0.04% -988 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,088 shares; 2024Q4: 20,189 shares; 2025Q1: 19,991 shares; 2025Q2: 20,205 shares; 2025Q3: 24,217 shares; 2025Q4: 24,687 shares; 2026Q1: 24,715 shares 24,715 $3.02M 0.04% +28 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,542 shares; 2024Q4: 22,529 shares; 2025Q1: 22,559 shares; 2025Q2: 23,691 shares; 2025Q3: 27,907 shares; 2025Q4: 28,342 shares; 2026Q1: 28,275 shares 28,275 $3M 0.04% -67 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: 27,281 shares; 2024Q4: 27,579 shares; 2025Q1: 30,084 shares; 2025Q2: 35,044 shares; 2025Q3: 34,763 shares; 2025Q4: 29,184 shares; 2026Q1: 25,272 shares 25,272 $3M 0.04% -3,912 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: 28,156 shares; 2024Q4: 29,113 shares; 2025Q1: 29,114 shares; 2025Q2: 75,649 shares; 2025Q3: 98,174 shares; 2025Q4: 73,091 shares; 2026Q1: 81,443 shares 81,443 $2.99M 0.04% +8,352 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,410 shares; 2024Q4: 57,155 shares; 2025Q1: 44,455 shares; 2025Q2: 42,895 shares; 2025Q3: 32,192 shares; 2025Q4: 35,991 shares; 2026Q1: 32,413 shares 32,413 $2.98M 0.04% -3,578 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: 11,422 shares; 2024Q4: 11,427 shares; 2025Q1: 11,427 shares; 2025Q2: 10,925 shares; 2025Q3: 12,052 shares; 2025Q4: 12,985 shares; 2026Q1: 13,564 shares 13,564 $2.9M 0.04% +579 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,793 shares; 2024Q4: 34,030 shares; 2025Q1: 33,735 shares; 2025Q2: 33,322 shares; 2025Q3: 30,775 shares; 2025Q4: 29,888 shares; 2026Q1: 29,204 shares 29,204 $2.84M 0.04% -684 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: 9,491 shares; 2024Q4: 9,492 shares; 2025Q1: 9,983 shares; 2025Q2: 9,901 shares; 2025Q3: 10,284 shares; 2025Q4: 10,138 shares; 2026Q1: 10,163 shares 10,163 $2.84M 0.04% +25 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,842 shares; 2024Q4: 73,763 shares; 2025Q1: 72,387 shares; 2025Q2: 88,769 shares; 2025Q3: 90,432 shares; 2025Q4: 92,692 shares; 2026Q1: 97,260 shares 97,260 $2.83M 0.04% +4,568 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 18,059 shares; 2025Q1: 17,358 shares; 2025Q2: 17,170 shares; 2025Q3: 18,153 shares; 2025Q4: 18,303 shares; 2026Q1: 18,170 shares 18,170 $2.75M 0.04% -133 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: 61,903 shares; 2024Q4: 60,313 shares; 2025Q1: 49,501 shares; 2025Q2: 45,184 shares; 2025Q3: 45,493 shares; 2025Q4: 45,357 shares; 2026Q1: 37,931 shares 37,931 $2.75M 0.04% -7,426 Timeline IHE 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: 40,507 shares; 2024Q4: 37,562 shares; 2025Q1: 34,094 shares; 2025Q2: 32,835 shares; 2025Q3: 32,221 shares; 2025Q4: 31,463 shares; 2026Q1: 31,159 shares 31,159 $2.7M 0.03% -304 Timeline JNK 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: 27,626 shares; 2024Q4: 27,626 shares; 2025Q1: 27,626 shares; 2025Q2: 27,626 shares; 2025Q3: 27,625 shares; 2025Q4: 27,625 shares; 2026Q1: 27,625 shares 27,625 $2.64M 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,441 shares; 2024Q4: 32,288 shares; 2025Q1: 32,710 shares; 2025Q2: 32,418 shares; 2025Q3: 32,179 shares; 2025Q4: 29,549 shares; 2026Q1: 29,127 shares 29,127 $2.63M 0.03% -422 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,836 shares; 2024Q4: 84,306 shares; 2025Q1: 83,003 shares; 2025Q2: 71,428 shares; 2025Q3: 71,454 shares; 2025Q4: 71,586 shares; 2026Q1: 69,291 shares 69,291 $2.62M 0.03% -2,295 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,813 shares; 2024Q4: 60,549 shares; 2025Q1: 60,234 shares; 2025Q2: 61,471 shares; 2025Q3: 70,797 shares; 2025Q4: 72,433 shares; 2026Q1: 72,418 shares 72,418 $2.61M 0.03% -15 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: 8,666 shares; 2024Q4: 8,451 shares; 2025Q1: 8,451 shares; 2025Q2: 9,188 shares; 2025Q3: 9,173 shares; 2025Q4: 9,156 shares; 2026Q1: 8,700 shares 8,700 $2.6M 0.03% -456 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: 10,301 shares; 2024Q4: 10,020 shares; 2025Q1: 9,192 shares; 2025Q2: 15,294 shares; 2025Q3: 15,307 shares; 2025Q4: 15,110 shares; 2026Q1: 14,204 shares 14,204 $2.59M 0.03% -906 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,616 shares; 2025Q3: 199,274 shares; 2025Q4: 184,218 shares; 2026Q1: 157,428 shares 157,428 $2.59M 0.03% -26,790 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: 22,064 shares; 2024Q4: 20,952 shares; 2025Q1: 16,504 shares; 2025Q2: 15,591 shares; 2025Q3: 14,015 shares; 2025Q4: 12,765 shares; 2026Q1: 11,962 shares 11,962 $2.53M 0.03% -803 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: 268,008 shares; 2024Q4: 228,527 shares; 2025Q1: 92,803 shares; 2025Q2: 60,932 shares; 2025Q3: 51,309 shares; 2025Q4: 48,329 shares; 2026Q1: 48,545 shares 48,545 $2.5M 0.03% +216 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: 14,712 shares; 2024Q4: 14,433 shares; 2025Q1: 11,242 shares; 2025Q2: 10,284 shares; 2025Q3: 10,079 shares; 2025Q4: 9,983 shares; 2026Q1: 9,804 shares 9,804 $2.42M 0.03% -179 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: 13,307 shares; 2024Q4: 15,368 shares; 2025Q1: 14,218 shares; 2025Q2: 12,407 shares; 2025Q3: 12,284 shares; 2025Q4: 12,271 shares; 2026Q1: 12,345 shares 12,345 $2.42M 0.03% +74 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,340 shares; 2024Q4: 66,920 shares; 2025Q1: 65,420 shares; 2025Q2: 59,420 shares; 2025Q3: 60,120 shares; 2025Q4: 68,720 shares; 2026Q1: 70,980 shares 70,980 $2.4M 0.03% +2,260 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: 274,087 shares; 2024Q4: 265,371 shares; 2025Q1: 204,792 shares; 2025Q2: 116,240 shares; 2025Q3: 100,589 shares; 2025Q4: 79,712 shares; 2026Q1: 82,046 shares 82,046 $2.35M 0.03% +2,334 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: 6,168 shares; 2024Q4: 6,556 shares; 2025Q1: 6,430 shares; 2025Q2: 5,788 shares; 2025Q3: 5,864 shares; 2025Q4: 5,518 shares; 2026Q1: 5,384 shares 5,384 $2.35M 0.03% -134 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,707 shares; 2024Q4: 20,562 shares; 2025Q1: 18,342 shares; 2025Q2: 14,451 shares; 2025Q3: 13,838 shares; 2025Q4: 13,253 shares; 2026Q1: 12,654 shares 12,654 $2.31M 0.03% -599 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,716 shares; 2025Q1: 8,186 shares; 2025Q2: 9,366 shares; 2025Q3: 10,967 shares; 2025Q4: 11,067 shares; 2026Q1: 11,292 shares 11,292 $2.3M 0.03% +225 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,575 shares; 2025Q3: 18,116 shares; 2025Q4: 19,691 shares; 2026Q1: 19,691 shares 19,691 $2.26M 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 13,704 shares; 2025Q1: 14,390 shares; 2025Q2: 14,634 shares; 2025Q3: 15,471 shares; 2025Q4: 14,995 shares; 2026Q1: 15,367 shares 15,367 $2.25M 0.03% +372 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,608 shares; 2026Q1: 29,669 shares 29,669 $2.23M 0.03% -14,939 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: 2,248 shares; 2024Q4: 2,839 shares; 2025Q1: 2,969 shares; 2025Q2: 3,017 shares; 2025Q3: 2,872 shares; 2025Q4: 2,831 shares; 2026Q1: 2,822 shares 2,822 $2.18M 0.03% -9 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,004 shares; 2024Q4: 78,687 shares; 2025Q1: 78,322 shares; 2025Q2: 77,211 shares; 2025Q3: 73,602 shares; 2025Q4: 29,173 shares; 2026Q1: 18,385 shares 18,385 $2.17M 0.03% -10,788 Timeline AVMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,319 shares; 2025Q3: 14,104 shares; 2025Q4: 19,053 shares; 2026Q1: 29,146 shares 29,146 $2.16M 0.03% +10,093 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,725 shares; 2025Q1: 11,135 shares; 2025Q2: 11,144 shares; 2025Q3: 11,112 shares; 2025Q4: 11,015 shares; 2026Q1: 10,945 shares 10,945 $2.15M 0.03% -70 Timeline IHF 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: 64,538 shares; 2024Q4: 62,613 shares; 2025Q1: 59,704 shares; 2025Q2: 58,840 shares; 2025Q3: 57,565 shares; 2025Q4: 54,187 shares; 2026Q1: 51,152 shares 51,152 $2.14M 0.03% -3,035 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,940 shares; 2025Q1: 4,940 shares; 2025Q2: 5,140 shares; 2025Q3: 5,339 shares; 2025Q4: 5,198 shares; 2026Q1: 5,177 shares 5,177 $2.11M 0.03% -21 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,284 shares; 2025Q4: 9,965 shares; 2026Q1: 25,737 shares 25,737 $2.07M 0.03% +15,772 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: 6,930 shares; 2024Q4: 6,920 shares; 2025Q1: 8,280 shares; 2025Q2: 8,180 shares; 2025Q3: 6,682 shares; 2025Q4: 8,120 shares; 2026Q1: 10,051 shares 10,051 $2.07M 0.03% +1,931 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: 5,824 shares; 2024Q4: 5,378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,778 shares; 2026Q1: 44,407 shares 44,407 $2.06M 0.03% +36,629 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 20,499 shares; 2025Q1: 18,667 shares; 2025Q2: 18,480 shares; 2025Q3: 19,504 shares; 2025Q4: 36,941 shares; 2026Q1: 36,882 shares 36,882 $2.03M 0.03% -59 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: 73,768 shares; 2024Q4: 65,368 shares; 2025Q1: 60,684 shares; 2025Q2: 52,828 shares; 2025Q3: 41,786 shares; 2025Q4: 39,374 shares; 2026Q1: 35,118 shares 35,118 $2.02M 0.03% -4,256 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: 4,901 shares; 2024Q4: 4,752 shares; 2025Q1: 4,015 shares; 2025Q2: 2,965 shares; 2025Q3: 3,114 shares; 2025Q4: 2,810 shares; 2026Q1: 2,730 shares 2,730 $1.99M 0.03% -80 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,319 shares; 2024Q4: 35,081 shares; 2025Q1: 35,483 shares; 2025Q2: 35,662 shares; 2025Q3: 36,569 shares; 2025Q4: 36,569 shares; 2026Q1: 34,996 shares 34,996 $1.99M 0.03% -1,573 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: 7,803 shares; 2024Q4: 7,709 shares; 2025Q1: 7,909 shares; 2025Q2: 6,953 shares; 2025Q3: 6,948 shares; 2025Q4: 6,601 shares; 2026Q1: 6,043 shares 6,043 $1.98M 0.03% -558 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: 9,687 shares; 2024Q4: 9,425 shares; 2025Q1: 8,318 shares; 2025Q2: 8,043 shares; 2025Q3: 7,068 shares; 2025Q4: 6,662 shares; 2026Q1: 6,515 shares 6,515 $1.91M 0.02% -147 Timeline DFAI 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: 34,345 shares; 2024Q4: 36,912 shares; 2025Q1: 34,782 shares; 2025Q2: 34,782 shares; 2025Q3: 35,442 shares; 2025Q4: 44,267 shares; 2026Q1: 48,556 shares 48,556 $1.89M 0.02% +4,289 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: 8,594 shares; 2025Q1: 7,270 shares; 2025Q2: 9,480 shares; 2025Q3: 7,145 shares; 2025Q4: 7,296 shares; 2026Q1: 8,419 shares 8,419 $1.8M 0.02% +1,123 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: 65,633 shares; 2024Q4: 61,553 shares; 2025Q1: 61,154 shares; 2025Q2: 53,797 shares; 2025Q3: 49,927 shares; 2025Q4: 46,752 shares; 2026Q1: 34,002 shares 34,002 $1.79M 0.02% -12,750 Timeline QXO QXO INC More: the full row for QXO 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: 87,850 shares; 2025Q4: 91,400 shares; 2026Q1: 90,400 shares 90,400 $1.76M 0.02% -1,000 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,489 shares; 2024Q4: 65,244 shares; 2025Q1: 64,817 shares; 2025Q2: 63,577 shares; 2025Q3: 58,849 shares; 2025Q4: 49,813 shares; 2026Q1: 46,931 shares 46,931 $1.75M 0.02% -2,882 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,420 shares; 2024Q4: 21,021 shares; 2025Q1: 20,477 shares; 2025Q2: 22,283 shares; 2025Q3: 22,320 shares; 2025Q4: 23,249 shares; 2026Q1: 23,055 shares 23,055 $1.74M 0.02% -194 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: 35,559 shares; 2024Q4: 29,288 shares; 2025Q1: 26,769 shares; 2025Q2: 25,794 shares; 2025Q3: 25,614 shares; 2025Q4: 24,945 shares; 2026Q1: 21,687 shares 21,687 $1.71M 0.02% -3,258 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: 19,076 shares; 2026Q1: 18,690 shares 18,690 $1.7M 0.02% -386 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: 30,190 shares; 2026Q1: 29,655 shares 29,655 $1.69M 0.02% -535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,465 shares 21,465 $1.69M 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,618 shares 5,618 $1.67M 0.02% new 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: 28,103 shares; 2024Q4: 25,375 shares; 2025Q1: 22,982 shares; 2025Q2: 22,784 shares; 2025Q3: 22,792 shares; 2025Q4: 20,599 shares; 2026Q1: 19,859 shares 19,859 $1.66M 0.02% -740 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 9,911 shares; 2025Q1: 9,825 shares; 2025Q2: 9,761 shares; 2025Q3: 9,769 shares; 2025Q4: 9,664 shares; 2026Q1: 30,213 shares 30,213 $1.62M 0.02% +20,549 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: 11,426 shares; 2024Q4: 10,958 shares; 2025Q1: 10,233 shares; 2025Q2: 10,058 shares; 2025Q3: 6,958 shares; 2025Q4: 4,969 shares; 2026Q1: 9,281 shares 9,281 $1.61M 0.02% +4,312 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: 53,519 shares; 2024Q4: 53,308 shares; 2025Q1: 52,984 shares; 2025Q2: 51,510 shares; 2025Q3: 51,347 shares; 2025Q4: 50,413 shares; 2026Q1: 48,223 shares 48,223 $1.59M 0.02% -2,190 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,349 shares; 2025Q1: 2,352 shares; 2025Q2: 12,155 shares; 2025Q3: 19,681 shares; 2025Q4: 20,981 shares; 2026Q1: 23,332 shares 23,332 $1.57M 0.02% +2,351 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,922 shares; 2024Q4: 18,331 shares; 2025Q1: 18,254 shares; 2025Q2: 21,250 shares; 2025Q3: 17,339 shares; 2025Q4: 16,843 shares; 2026Q1: 16,591 shares 16,591 $1.56M 0.02% -252 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 19,987 shares; 2025Q3: 22,461 shares; 2025Q4: 1,128 shares; 2026Q1: 7,191 shares 7,191 $1.56M 0.02% +6,063 Timeline ICSH 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: 71,243 shares; 2024Q4: 52,892 shares; 2025Q1: 46,651 shares; 2025Q2: 39,783 shares; 2025Q3: 35,299 shares; 2025Q4: 31,977 shares; 2026Q1: 30,581 shares 30,581 $1.55M 0.02% -1,396 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,176 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 4,142 shares; 2025Q4: 4,142 shares; 2026Q1: 4,142 shares 4,142 $1.53M 0.02% 0 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: 10,681 shares; 2024Q4: 10,525 shares; 2025Q1: 8,717 shares; 2025Q2: 7,722 shares; 2025Q3: 6,414 shares; 2025Q4: 6,117 shares; 2026Q1: 5,676 shares 5,676 $1.53M 0.02% -441 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 6,892 shares; 2025Q1: 6,517 shares; 2025Q2: 6,517 shares; 2025Q3: 6,132 shares; 2025Q4: 6,061 shares; 2026Q1: 6,011 shares 6,011 $1.53M 0.02% -50 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: 8,428 shares; 2024Q4: 8,416 shares; 2025Q1: 6,856 shares; 2025Q2: 6,930 shares; 2025Q3: 7,109 shares; 2025Q4: 7,248 shares; 2026Q1: 6,263 shares 6,263 $1.53M 0.02% -985 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: 9,291 shares; 2024Q4: 9,269 shares; 2025Q1: 6,597 shares; 2025Q2: 5,772 shares; 2025Q3: 5,247 shares; 2025Q4: 5,084 shares; 2026Q1: 5,244 shares 5,244 $1.51M 0.02% +160 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,495 shares; 2024Q4: 70,872 shares; 2025Q1: 46,016 shares; 2025Q2: 50,265 shares; 2025Q3: 50,329 shares; 2025Q4: 37,344 shares; 2026Q1: 27,846 shares 27,846 $1.47M 0.02% -9,498 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: 39,364 shares; 2025Q3: 38,564 shares; 2025Q4: 38,124 shares; 2026Q1: 36,051 shares 36,051 $1.47M 0.02% -2,073 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,740 shares; 2024Q4: 34,313 shares; 2025Q1: 29,214 shares; 2025Q2: 27,388 shares; 2025Q3: 25,299 shares; 2025Q4: 25,200 shares; 2026Q1: 22,575 shares 22,575 $1.45M 0.02% -2,625 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: 13,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,931 shares; 2025Q3: 31,041 shares; 2025Q4: 34,394 shares; 2026Q1: 29,963 shares 29,963 $1.44M 0.02% -4,431 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: 7,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,950 shares; 2026Q1: 19,816 shares 19,816 $1.41M 0.02% -35,134 Timeline IYF 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: 18,563 shares; 2024Q4: 14,095 shares; 2025Q1: 13,136 shares; 2025Q2: 12,887 shares; 2025Q3: 12,762 shares; 2025Q4: 12,138 shares; 2026Q1: 11,939 shares 11,939 $1.41M 0.02% -199 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: 9,955 shares; 2024Q4: 9,517 shares; 2025Q1: 9,586 shares; 2025Q2: 8,559 shares; 2025Q3: 6,318 shares; 2025Q4: 9,183 shares; 2026Q1: 10,074 shares 10,074 $1.4M 0.02% +891 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,324 shares; 2025Q2: 41,083 shares; 2025Q3: 39,807 shares; 2025Q4: 37,600 shares; 2026Q1: 38,013 shares 38,013 $1.4M 0.02% +413 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: 1,133 shares; 2024Q4: 1,192 shares; 2025Q1: 1,043 shares; 2025Q2: 15,435 shares; 2025Q3: 15,409 shares; 2025Q4: 15,262 shares; 2026Q1: 14,853 shares 14,853 $1.37M 0.02% -409 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,432 shares; 2024Q4: 20,273 shares; 2025Q1: 16,584 shares; 2025Q2: 12,596 shares; 2025Q3: 10,381 shares; 2025Q4: 13,832 shares; 2026Q1: 12,414 shares 12,414 $1.37M 0.02% -1,418 Timeline QUAL 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: 6,210 shares; 2024Q4: 6,109 shares; 2025Q1: 6,293 shares; 2025Q2: 6,297 shares; 2025Q3: 7,176 shares; 2025Q4: 7,147 shares; 2026Q1: 7,143 shares 7,143 $1.37M 0.02% -4 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,610 shares; 2024Q4: 9,510 shares; 2025Q1: 8,155 shares; 2025Q2: 7,438 shares; 2025Q3: 7,208 shares; 2025Q4: 7,203 shares; 2026Q1: 7,203 shares 7,203 $1.35M 0.02% 0 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: 2,836 shares; 2024Q4: 5,625 shares; 2025Q1: 12,694 shares; 2025Q2: 9,341 shares; 2025Q3: 12,745 shares; 2025Q4: 13,784 shares; 2026Q1: 13,822 shares 13,822 $1.34M 0.02% +38 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: 16,218 shares; 2024Q4: 16,218 shares; 2025Q1: 16,618 shares; 2025Q2: 19,672 shares; 2025Q3: 16,826 shares; 2025Q4: 18,787 shares; 2026Q1: 18,837 shares 18,837 $1.34M 0.02% +50 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,481 shares; 2024Q4: 43,144 shares; 2025Q1: 41,794 shares; 2025Q2: 41,161 shares; 2025Q3: 38,664 shares; 2025Q4: 37,727 shares; 2026Q1: 36,792 shares 36,792 $1.33M 0.02% -935 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: 15,872 shares; 2024Q4: 15,681 shares; 2025Q1: 14,433 shares; 2025Q2: 14,342 shares; 2025Q3: 14,303 shares; 2025Q4: 14,312 shares; 2026Q1: 14,072 shares 14,072 $1.31M 0.02% -240 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: 23,586 shares; 2024Q4: 28,426 shares; 2025Q1: 11,949 shares; 2025Q2: 9,977 shares; 2025Q3: 11,068 shares; 2025Q4: 9,605 shares; 2026Q1: 9,510 shares 9,510 $1.3M 0.02% -95 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,337 shares; 2024Q4: 23,183 shares; 2025Q1: 21,467 shares; 2025Q2: 17,826 shares; 2025Q3: 15,968 shares; 2025Q4: 16,039 shares; 2026Q1: 15,783 shares 15,783 $1.29M 0.02% -256 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: 5,450 shares; 2024Q4: 5,577 shares; 2025Q1: 5,363 shares; 2025Q2: 4,197 shares; 2025Q3: 4,108 shares; 2025Q4: 4,086 shares; 2026Q1: 4,022 shares 4,022 $1.29M 0.02% -64 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: 6,562 shares; 2024Q4: 6,866 shares; 2025Q1: 7,412 shares; 2025Q2: 7,885 shares; 2025Q3: 16,157 shares; 2025Q4: 13,878 shares; 2026Q1: 17,588 shares 17,588 $1.26M 0.02% +3,710 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,224 shares; 2025Q1: 4,533 shares; 2025Q2: 4,533 shares; 2025Q3: 4,533 shares; 2025Q4: 4,430 shares; 2026Q1: 4,134 shares 4,134 $1.26M 0.02% -296 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: 26,170 shares; 2024Q4: 25,987 shares; 2025Q1: 24,303 shares; 2025Q2: 23,379 shares; 2025Q3: 27,826 shares; 2025Q4: 26,599 shares; 2026Q1: 26,005 shares 26,005 $1.25M 0.02% -594 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,714 shares; 2024Q4: 239,103 shares; 2025Q1: 203,862 shares; 2025Q2: 312,701 shares; 2025Q3: 201,147 shares; 2025Q4: 163,280 shares; 2026Q1: 107,767 shares 107,767 $1.24M 0.02% -55,513 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: 20,659 shares; 2024Q4: 20,129 shares; 2025Q1: 19,479 shares; 2025Q2: 17,925 shares; 2025Q3: 17,170 shares; 2025Q4: 15,410 shares; 2026Q1: 12,477 shares 12,477 $1.2M 0.02% -2,933 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: 8,396 shares; 2024Q4: 8,026 shares; 2025Q1: 7,078 shares; 2025Q2: 6,993 shares; 2025Q3: 7,017 shares; 2025Q4: 7,037 shares; 2026Q1: 6,563 shares 6,563 $1.2M 0.02% -474 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: 9,551 shares; 2024Q4: 9,463 shares; 2025Q1: 9,370 shares; 2025Q2: 9,233 shares; 2025Q3: 10,284 shares; 2025Q4: 9,891 shares; 2026Q1: 9,952 shares 9,952 $1.18M 0.02% +61 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: 29,902 shares; 2024Q4: 27,968 shares; 2025Q1: 22,271 shares; 2025Q2: 19,557 shares; 2025Q3: 18,560 shares; 2025Q4: 17,371 shares; 2026Q1: 15,677 shares 15,677 $1.18M 0.02% -1,694 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,462 shares; 2025Q1: 16,452 shares; 2025Q2: 24,733 shares; 2025Q3: 21,104 shares; 2025Q4: 18,753 shares; 2026Q1: 18,798 shares 18,798 $1.16M 0.01% +45 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: 378 shares; 2024Q4: 465 shares; 2025Q1: 456 shares; 2025Q2: 438 shares; 2025Q3: 423 shares; 2025Q4: 397 shares; 2026Q1: 341 shares 341 $1.15M 0.01% -56 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: 30,082 shares; 2024Q4: 29,612 shares; 2025Q1: 25,001 shares; 2025Q2: 24,271 shares; 2025Q3: 23,869 shares; 2025Q4: 23,729 shares; 2026Q1: 22,982 shares 22,982 $1.13M 0.01% -747 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 24,864 shares; 2025Q1: 22,046 shares; 2025Q2: 10,621 shares; 2025Q3: 11,255 shares; 2025Q4: 11,229 shares; 2026Q1: 10,101 shares 10,101 $1.12M 0.01% -1,128 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,000 shares 9,000 $1.07M 0.01% -150 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,454 shares; 2024Q4: 9,458 shares; 2025Q1: 7,692 shares; 2025Q2: 7,261 shares; 2025Q3: 7,261 shares; 2025Q4: 6,978 shares; 2026Q1: 7,216 shares 7,216 $1.05M 0.01% +238 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 9,100 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 8,939 shares; 2025Q4: 8,939 shares; 2026Q1: 13,157 shares 13,157 $1.05M 0.01% +4,218 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: 7,968 shares; 2024Q4: 8,006 shares; 2025Q1: 9,165 shares; 2025Q2: 7,189 shares; 2025Q3: 8,777 shares; 2025Q4: 8,524 shares; 2026Q1: 7,263 shares 7,263 $1.05M 0.01% -1,261 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,950 shares; 2025Q3: 11,400 shares; 2025Q4: 11,434 shares; 2026Q1: 14,434 shares 14,434 $1.03M 0.01% +3,000 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,863 shares; 2025Q1: 10,535 shares; 2025Q2: 10,935 shares; 2025Q3: 10,935 shares; 2025Q4: 10,935 shares; 2026Q1: 9,335 shares 9,335 $1.03M 0.01% -1,600 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 33,446 shares; 2025Q1: 20,264 shares; 2025Q2: 25,293 shares; 2025Q3: 23,747 shares; 2025Q4: 20,263 shares; 2026Q1: 14,952 shares 14,952 $979K 0.01% -5,311 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: 18,885 shares; 2024Q4: 17,468 shares; 2025Q1: 14,649 shares; 2025Q2: 14,054 shares; 2025Q3: 13,124 shares; 2025Q4: 13,151 shares; 2026Q1: 12,881 shares 12,881 $960K 0.01% -270 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: 1,778 shares; 2024Q4: 1,936 shares; 2025Q1: 2,140 shares; 2025Q2: 2,289 shares; 2025Q3: 2,512 shares; 2025Q4: 2,210 shares; 2026Q1: 2,421 shares 2,421 $945K 0.01% +211 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,426 shares; 2024Q4: 78,475 shares; 2025Q1: 77,718 shares; 2025Q2: 72,492 shares; 2025Q3: 66,751 shares; 2025Q4: 62,099 shares; 2026Q1: 19,722 shares 19,722 $894K 0.01% -42,377 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: 42,499 shares; 2024Q4: 24,098 shares; 2025Q1: 16,807 shares; 2025Q2: 14,355 shares; 2025Q3: 21,915 shares; 2025Q4: 20,592 shares; 2026Q1: 19,009 shares 19,009 $893K 0.01% -1,583 Timeline VUSB 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: 16,800 shares; 2024Q4: 34,215 shares; 2025Q1: 37,590 shares; 2025Q2: 37,460 shares; 2025Q3: 29,810 shares; 2025Q4: 19,270 shares; 2026Q1: 17,880 shares 17,880 $890K 0.01% -1,390 Timeline SJNK 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: 21,161 shares; 2024Q4: 22,350 shares; 2025Q1: 25,925 shares; 2025Q2: 27,510 shares; 2025Q3: 35,323 shares; 2025Q4: 35,193 shares; 2026Q1: 34,900 shares 34,900 $871K 0.01% -293 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: 22,205 shares; 2024Q4: 14,947 shares; 2025Q1: 14,524 shares; 2025Q2: 10,533 shares; 2025Q3: 14,310 shares; 2025Q4: 14,713 shares; 2026Q1: 15,716 shares 15,716 $867K 0.01% +1,003 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 18,200 shares; 2025Q3: 24,200 shares; 2025Q4: 27,900 shares; 2026Q1: 25,200 shares 25,200 $864K 0.01% -2,700 Timeline CLBK COLUMBIA FINL INC More: the full row for COLUMBIA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,150 shares; 2025Q2: 49,150 shares; 2025Q3: 49,150 shares; 2025Q4: 49,150 shares; 2026Q1: 49,150 shares 49,150 $861K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 17,588 shares; 2026Q1: 11,292 shares 11,292 $859K 0.01% -6,296 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 6,230 shares; 2025Q1: 6,759 shares; 2025Q2: 8,959 shares; 2025Q3: 9,538 shares; 2025Q4: 9,845 shares; 2026Q1: 11,245 shares 11,245 $836K 0.01% +1,400 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,110 shares; 2024Q4: 23,164 shares; 2025Q1: 22,065 shares; 2025Q2: 23,753 shares; 2025Q3: 24,453 shares; 2025Q4: 22,460 shares; 2026Q1: 21,775 shares 21,775 $832K 0.01% -685 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: 6,064 shares; 2024Q4: 10,168 shares; 2025Q1: 9,544 shares; 2025Q2: 11,424 shares; 2025Q3: 11,092 shares; 2025Q4: 11,270 shares; 2026Q1: 11,486 shares 11,486 $832K 0.01% +216 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: 5,573 shares; 2024Q4: 4,692 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 10,903 shares; 2025Q4: 9,781 shares; 2026Q1: 9,785 shares 9,785 $830K 0.01% +4 Timeline XBI 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: 9,363 shares; 2024Q4: 7,228 shares; 2025Q1: 6,853 shares; 2025Q2: 6,853 shares; 2025Q3: 6,723 shares; 2025Q4: 6,723 shares; 2026Q1: 6,473 shares 6,473 $827K 0.01% -250 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,763 shares 3,763 $823K 0.01% +573 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 12,823 shares; 2025Q1: 12,546 shares; 2025Q2: 13,005 shares; 2025Q3: 16,061 shares; 2025Q4: 6,468 shares; 2026Q1: 6,454 shares 6,454 $813K 0.01% -14 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: 24,075 shares; 2024Q4: 23,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,773 shares; 2025Q4: 4,392 shares; 2026Q1: 7,493 shares 7,493 $811K 0.01% +3,101 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,539 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,966 shares; 2025Q4: 2,866 shares; 2026Q1: 2,347 shares 2,347 $807K 0.01% -519 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 7,730 shares; 2025Q1: 6,337 shares; 2025Q2: 5,905 shares; 2025Q3: 5,671 shares; 2025Q4: 5,686 shares; 2026Q1: 5,686 shares 5,686 $802K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $791K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,601 shares; 2025Q1: 6,101 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares; 2025Q4: 6,126 shares; 2026Q1: 6,331 shares 6,331 $772K 0.01% +205 Timeline VTEI 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: 5,380 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 7,705 shares; 2025Q3: 7,705 shares; 2025Q4: 7,705 shares; 2026Q1: 7,705 shares 7,705 $770K 0.01% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $769K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 17,255 shares; 2025Q1: 16,635 shares; 2025Q2: 16,635 shares; 2025Q3: 14,104 shares; 2025Q4: 8,226 shares; 2026Q1: 8,226 shares 8,226 $767K 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: not reported; 2025Q3: 16,663 shares; 2025Q4: 16,263 shares; 2026Q1: 16,163 shares 16,163 $759K 0.01% -100 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: 9,669 shares; 2024Q4: 7,740 shares; 2025Q1: 7,734 shares; 2025Q2: 7,032 shares; 2025Q3: 5,667 shares; 2025Q4: 5,672 shares; 2026Q1: 5,767 shares 5,767 $755K 0.01% +95 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,085 shares; 2025Q1: 3,705 shares; 2025Q2: 3,683 shares; 2025Q3: 3,702 shares; 2025Q4: 3,683 shares; 2026Q1: 3,594 shares 3,594 $749K 0.01% -89 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,984 shares; 2024Q4: 125,897 shares; 2025Q1: 135,846 shares; 2025Q2: 116,239 shares; 2025Q3: 51,926 shares; 2025Q4: 24,703 shares; 2026Q1: 17,881 shares 17,881 $745K 0.01% -6,822 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,219 shares; 2024Q4: 9,759 shares; 2025Q1: 8,743 shares; 2025Q2: 8,785 shares; 2025Q3: 8,507 shares; 2025Q4: 8,274 shares; 2026Q1: 7,571 shares 7,571 $740K 0.01% -703 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 9,700 shares 9,700 $740K 0.01% +3,700 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: 2,186 shares; 2024Q4: 2,185 shares; 2025Q1: 1,777 shares; 2025Q2: 1,596 shares; 2025Q3: 1,611 shares; 2025Q4: 1,604 shares; 2026Q1: 1,629 shares 1,629 $728K 0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: 1,566 shares; 2026Q1: 5,244 shares 5,244 $725K 0.01% +3,678 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: 975 shares; 2024Q4: 964 shares; 2025Q1: 941 shares; 2025Q2: 944 shares; 2025Q3: 952 shares; 2025Q4: 1,349 shares; 2026Q1: 1,338 shares 1,338 $722K 0.01% -11 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,482 shares; 2025Q1: 2,397 shares; 2025Q2: 2,372 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares 2,297 $721K 0.01% 0 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: 3,392 shares; 2024Q4: 3,155 shares; 2025Q1: 3,155 shares; 2025Q2: 3,078 shares; 2025Q3: 3,240 shares; 2025Q4: 3,529 shares; 2026Q1: 3,530 shares 3,530 $720K 0.01% +1 Timeline ORACLE CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $720K 0.01% new HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 7,550 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares; 2025Q3: 11,550 shares; 2025Q4: 11,250 shares; 2026Q1: 10,950 shares 10,950 $708K 0.01% -300 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: 9,569 shares; 2024Q4: 9,600 shares; 2025Q1: 7,984 shares; 2025Q2: 8,655 shares; 2025Q3: 8,589 shares; 2025Q4: 8,228 shares; 2026Q1: 7,670 shares 7,670 $706K 0.01% -558 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,103 shares; 2024Q4: 22,268 shares; 2025Q1: 22,187 shares; 2025Q2: 22,061 shares; 2025Q3: 21,732 shares; 2025Q4: 20,952 shares; 2026Q1: 20,136 shares 20,136 $703K 0.01% -816 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 4,679 shares; 2025Q1: 4,435 shares; 2025Q2: 4,430 shares; 2025Q3: 4,550 shares; 2025Q4: 4,131 shares; 2026Q1: 4,403 shares 4,403 $697K 0.01% +272 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: 8,949 shares; 2024Q4: 6,118 shares; 2025Q1: 11,638 shares; 2025Q2: 10,668 shares; 2025Q3: 10,906 shares; 2025Q4: 9,471 shares; 2026Q1: 7,953 shares 7,953 $689K 0.01% -1,518 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: 3,910 shares; 2024Q4: 3,751 shares; 2025Q1: 3,765 shares; 2025Q2: 4,049 shares; 2025Q3: 4,332 shares; 2025Q4: 3,850 shares; 2026Q1: 3,181 shares 3,181 $689K 0.01% -669 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: 3,240 shares; 2024Q4: 2,914 shares; 2025Q1: 2,925 shares; 2025Q2: 2,386 shares; 2025Q3: 2,341 shares; 2025Q4: 2,195 shares; 2026Q1: 2,190 shares 2,190 $688K 0.01% -5 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: 7,073 shares; 2024Q4: 6,732 shares; 2025Q1: 6,732 shares; 2025Q2: 6,732 shares; 2025Q3: 7,843 shares; 2025Q4: 7,455 shares; 2026Q1: 5,618 shares 5,618 $679K 0.01% -1,837 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL 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: 25,995 shares; 2026Q1: 26,309 shares 26,309 $679K 0.01% +314 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: 3,932 shares; 2024Q4: 1,940 shares; 2025Q1: 2,940 shares; 2025Q2: 4,348 shares; 2025Q3: 3,442 shares; 2025Q4: 2,915 shares; 2026Q1: 3,963 shares 3,963 $670K 0.01% +1,048 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: 16,354 shares; 2024Q4: 15,241 shares; 2025Q1: 11,986 shares; 2025Q2: 9,929 shares; 2025Q3: 9,010 shares; 2025Q4: 9,010 shares; 2026Q1: 9,171 shares 9,171 $667K 0.01% +161 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,508 shares; 2025Q2: 7,508 shares; 2025Q3: 7,658 shares; 2025Q4: 7,658 shares; 2026Q1: 7,609 shares 7,609 $667K 0.01% -49 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares 8,850 $667K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,740 shares 9,740 $653K 0.01% new Timeline XSD 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $652K 0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,134 shares; 2025Q1: 5,134 shares; 2025Q2: 5,134 shares; 2025Q3: 4,899 shares; 2025Q4: 4,567 shares; 2026Q1: 4,566 shares 4,566 $650K 0.01% -1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 8,757 shares; 2025Q1: 8,197 shares; 2025Q2: 7,465 shares; 2025Q3: 6,772 shares; 2025Q4: 6,541 shares; 2026Q1: 6,025 shares 6,025 $644K 0.01% -516 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,553 shares; 2024Q4: 26,575 shares; 2025Q1: 25,698 shares; 2025Q2: 23,653 shares; 2025Q3: 22,282 shares; 2025Q4: 21,380 shares; 2026Q1: 3,245 shares 3,245 $640K 0.01% -18,135 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 8,815 shares; 2025Q4: 8,765 shares; 2026Q1: 8,771 shares 8,771 $630K 0.01% +6 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: 14,521 shares; 2024Q4: 13,907 shares; 2025Q1: 7,854 shares; 2025Q2: 6,078 shares; 2025Q3: 10,636 shares; 2025Q4: 9,657 shares; 2026Q1: 9,663 shares 9,663 $629K 0.01% +6 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 7,363 shares; 2025Q1: 7,363 shares; 2025Q2: 7,363 shares; 2025Q3: 7,363 shares; 2025Q4: 7,363 shares; 2026Q1: 7,327 shares 7,327 $628K 0.01% -36 Timeline VTEL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,115 shares 6,115 $627K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 7,876 shares; 2025Q1: 7,876 shares; 2025Q2: 7,800 shares; 2025Q3: 8,345 shares; 2025Q4: 8,030 shares; 2026Q1: 7,945 shares 7,945 $623K 0.01% -85 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,874 shares; 2024Q4: 59,624 shares; 2025Q1: 62,902 shares; 2025Q2: 56,599 shares; 2025Q3: 34,332 shares; 2025Q4: 9,707 shares; 2026Q1: 11,160 shares 11,160 $622K 0.01% +1,453 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,581 shares; 2025Q1: 1,653 shares; 2025Q2: 1,631 shares; 2025Q3: 2,325 shares; 2025Q4: 1,374 shares; 2026Q1: 3,105 shares 3,105 $614K 0.01% +1,731 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: 6,891 shares; 2024Q4: 6,391 shares; 2025Q1: 2,805 shares; 2025Q2: 2,865 shares; 2025Q3: 3,733 shares; 2025Q4: 4,921 shares; 2026Q1: 4,891 shares 4,891 $613K 0.01% -30 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: 2,243 shares; 2024Q4: 2,111 shares; 2025Q1: 1,997 shares; 2025Q2: 2,180 shares; 2025Q3: 2,254 shares; 2025Q4: 2,235 shares; 2026Q1: 2,258 shares 2,258 $611K 0.01% +23 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 6,523 shares; 2025Q1: 6,522 shares; 2025Q2: 2,375 shares; 2025Q3: 5,627 shares; 2025Q4: 5,366 shares; 2026Q1: 5,267 shares 5,267 $610K 0.01% -99 Timeline OS ONESTREAM INC More: the full row for ONESTREAM 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: 27,450 shares; 2025Q4: 29,500 shares; 2026Q1: 25,400 shares 25,400 $610K 0.01% -4,100 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: not reported; 2024Q4: not reported; 2025Q1: 4,641 shares; 2025Q2: 4,641 shares; 2025Q3: 10,515 shares; 2025Q4: 10,863 shares; 2026Q1: 11,131 shares 11,131 $602K 0.01% +268 Timeline ITOT 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: 3,549 shares; 2024Q4: 3,843 shares; 2025Q1: 4,103 shares; 2025Q2: 4,103 shares; 2025Q3: 4,103 shares; 2025Q4: 4,103 shares; 2026Q1: 4,103 shares 4,103 $584K 0.01% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,598 shares; 2025Q3: 22,598 shares; 2025Q4: 22,598 shares; 2026Q1: 22,598 shares 22,598 $576K 0.01% 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: 50,432 shares; 2024Q4: 47,487 shares; 2025Q1: 36,384 shares; 2025Q2: 30,710 shares; 2025Q3: 26,775 shares; 2025Q4: 26,266 shares; 2026Q1: 24,050 shares 24,050 $573K 0.01% -2,216 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE 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: 3,000 shares; 2026Q1: 4,600 shares 4,600 $573K 0.01% +1,600 Timeline IDU 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: 5,735 shares; 2024Q4: 5,535 shares; 2025Q1: 5,410 shares; 2025Q2: 5,310 shares; 2025Q3: 5,310 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares 4,910 $570K 0.01% 0 Timeline WTV 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: 6,570 shares; 2024Q4: 6,270 shares; 2025Q1: 6,020 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares; 2026Q1: 6,015 shares 6,015 $570K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,097 shares 7,097 $564K 0.01% new Timeline EWC 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: 10,165 shares; 2024Q4: 10,165 shares; 2025Q1: 10,165 shares; 2025Q2: 10,165 shares; 2025Q3: 10,265 shares; 2025Q4: 10,265 shares; 2026Q1: 10,265 shares 10,265 $562K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,533 shares; 2025Q4: 9,113 shares; 2026Q1: 8,113 shares 8,113 $553K 0.01% -1,000 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 1,222 shares; 2025Q1: 1,256 shares; 2025Q2: 1,112 shares; 2025Q3: 1,157 shares; 2025Q4: 1,146 shares; 2026Q1: 1,302 shares 1,302 $553K 0.01% +156 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,103 shares; 2024Q4: 25,086 shares; 2025Q1: 24,612 shares; 2025Q2: 5,041 shares; 2025Q3: 11,416 shares; 2025Q4: 11,761 shares; 2026Q1: 11,861 shares 11,861 $551K 0.01% +100 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 11,682 shares; 2025Q1: 11,897 shares; 2025Q2: 11,907 shares; 2025Q3: 11,510 shares; 2025Q4: 11,010 shares; 2026Q1: 10,410 shares 10,410 $549K 0.01% -600 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: 13,144 shares; 2024Q4: 10,180 shares; 2025Q1: 7,470 shares; 2025Q2: 6,808 shares; 2025Q3: 6,195 shares; 2025Q4: 5,601 shares; 2026Q1: 5,522 shares 5,522 $548K 0.01% -79 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: 7,985 shares; 2024Q4: 8,565 shares; 2025Q1: 13,370 shares; 2025Q2: 16,170 shares; 2025Q3: 19,957 shares; 2025Q4: 18,984 shares; 2026Q1: 14,218 shares 14,218 $546K 0.01% -4,766 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,449 shares; 2025Q1: 5,187 shares; 2025Q2: 5,182 shares; 2025Q3: 5,182 shares; 2025Q4: 5,132 shares; 2026Q1: 5,032 shares 5,032 $546K 0.01% -100 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: 36,903 shares; 2024Q4: 36,654 shares; 2025Q1: 36,654 shares; 2025Q2: 36,824 shares; 2025Q3: 39,026 shares; 2025Q4: 40,172 shares; 2026Q1: 40,172 shares 40,172 $543K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 2,440 shares; 2025Q4: 615 shares; 2026Q1: 603 shares 603 $540K 0.01% -12 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,023 shares; 2024Q4: 61,418 shares; 2025Q1: 40,729 shares; 2025Q2: 39,070 shares; 2025Q3: 35,516 shares; 2025Q4: 32,097 shares; 2026Q1: 28,095 shares 28,095 $540K 0.01% -4,002 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 21,506 shares; 2025Q1: 21,506 shares; 2025Q2: 21,555 shares; 2025Q3: 17,597 shares; 2025Q4: 17,597 shares; 2026Q1: 17,597 shares 17,597 $537K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 25,523 shares; 2025Q1: 12,649 shares; 2025Q2: 12,649 shares; 2025Q3: 12,649 shares; 2025Q4: 11,781 shares; 2026Q1: 11,781 shares 11,781 $535K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 6,846 shares; 2026Q1: 7,759 shares 7,759 $531K 0.01% +913 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,272 shares; 2025Q1: 9,558 shares; 2025Q2: 8,899 shares; 2025Q3: 8,779 shares; 2025Q4: 9,068 shares; 2026Q1: 9,151 shares 9,151 $522K 0.01% +83 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,915 shares; 2024Q4: 13,915 shares; 2025Q1: 13,665 shares; 2025Q2: 13,665 shares; 2025Q3: 12,665 shares; 2025Q4: 12,665 shares; 2026Q1: 12,665 shares 12,665 $522K 0.01% 0 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: 9,374 shares; 2024Q4: 9,306 shares; 2025Q1: 9,812 shares; 2025Q2: 9,125 shares; 2025Q3: 10,639 shares; 2025Q4: 5,858 shares; 2026Q1: 5,820 shares 5,820 $513K 0.01% -38 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,053 shares; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,170 shares; 2026Q1: 2,015 shares 2,015 $512K 0.01% -155 Timeline IEF 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: 5,364 shares; 2026Q1: 5,314 shares 5,314 $507K 0.01% -50 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 13,885 shares; 2025Q1: 13,885 shares; 2025Q2: 13,885 shares; 2025Q3: 13,885 shares; 2025Q4: 13,885 shares; 2026Q1: 13,885 shares 13,885 $503K 0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,378 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,756 shares; 2026Q1: 2,569 shares 2,569 $502K 0.01% -187 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,900 shares; 2024Q4: 16,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,800 shares; 2025Q3: 15,800 shares; 2025Q4: 15,800 shares; 2026Q1: 15,800 shares 15,800 $500K 0.01% 0 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: 22,877 shares; 2024Q4: 21,117 shares; 2025Q1: 2,132 shares; 2025Q2: 2,092 shares; 2025Q3: 3,576 shares; 2025Q4: 3,184 shares; 2026Q1: 3,208 shares 3,208 $499K 0.01% +24 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: 2,095 shares; 2025Q2: 2,445 shares; 2025Q3: 2,100 shares; 2025Q4: 1,858 shares; 2026Q1: 3,257 shares 3,257 $491K 0.01% +1,399 Timeline