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: 136 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 32 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $22.3M 6.57% 0 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: 34,970 shares; 2024Q4: 35,437 shares; 2025Q1: 35,271 shares; 2025Q2: 35,248 shares; 2025Q3: 34,797 shares; 2025Q4: 33,027 shares; 2026Q1: 32,999 shares 32,999 $19.7M 5.82% -28 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 33,081 shares; 2025Q1: 32,405 shares; 2025Q2: 32,953 shares; 2025Q3: 34,062 shares; 2025Q4: 35,585 shares; 2026Q1: 35,454 shares 35,454 $9M 2.66% -131 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: 23,719 shares; 2024Q4: 23,008 shares; 2025Q1: 22,661 shares; 2025Q2: 22,664 shares; 2025Q3: 22,001 shares; 2025Q4: 21,224 shares; 2026Q1: 21,288 shares 21,288 $7.88M 2.33% +64 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: 119,942 shares; 2024Q4: 122,248 shares; 2025Q1: 121,029 shares; 2025Q2: 120,743 shares; 2025Q3: 115,289 shares; 2025Q4: 116,415 shares; 2026Q1: 114,898 shares 114,898 $7.76M 2.29% -1,517 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: 15,149 shares; 2024Q4: 14,411 shares; 2025Q1: 15,222 shares; 2025Q2: 15,187 shares; 2025Q3: 15,485 shares; 2025Q4: 15,523 shares; 2026Q1: 15,465 shares 15,465 $7.41M 2.19% -58 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: 9,302 shares; 2024Q4: 9,312 shares; 2025Q1: 9,474 shares; 2025Q2: 9,910 shares; 2025Q3: 10,374 shares; 2025Q4: 10,377 shares; 2026Q1: 10,299 shares 10,299 $6.73M 1.99% -78 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: 9,574 shares; 2024Q4: 9,304 shares; 2025Q1: 9,349 shares; 2025Q2: 9,352 shares; 2025Q3: 9,343 shares; 2025Q4: 9,379 shares; 2026Q1: 9,440 shares 9,440 $6.14M 1.81% +61 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: 21,241 shares; 2024Q4: 20,509 shares; 2025Q1: 20,293 shares; 2025Q2: 20,011 shares; 2025Q3: 20,868 shares; 2025Q4: 20,170 shares; 2026Q1: 20,211 shares 20,211 $5.95M 1.75% +41 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: 21,884 shares; 2024Q4: 20,917 shares; 2025Q1: 20,395 shares; 2025Q2: 20,239 shares; 2025Q3: 20,464 shares; 2025Q4: 20,109 shares; 2026Q1: 20,169 shares 20,169 $5.8M 1.71% +60 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: 59,008 shares; 2024Q4: 58,925 shares; 2025Q1: 59,167 shares; 2025Q2: 59,411 shares; 2025Q3: 59,542 shares; 2025Q4: 58,751 shares; 2026Q1: 58,839 shares 58,839 $5.72M 1.69% +88 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: 50,767 shares; 2024Q4: 54,790 shares; 2025Q1: 55,401 shares; 2025Q2: 67,792 shares; 2025Q3: 66,473 shares; 2025Q4: 69,322 shares; 2026Q1: 77,347 shares 77,347 $5.7M 1.68% +8,025 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: 29,241 shares; 2024Q4: 27,182 shares; 2025Q1: 27,055 shares; 2025Q2: 27,644 shares; 2025Q3: 26,695 shares; 2025Q4: 24,896 shares; 2026Q1: 25,601 shares 25,601 $5.33M 1.57% +705 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,269 shares; 2025Q1: 5,304 shares; 2025Q2: 5,364 shares; 2025Q3: 5,527 shares; 2025Q4: 5,518 shares; 2026Q1: 5,683 shares 5,683 $5.23M 1.54% +165 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: 16,379 shares; 2024Q4: 16,882 shares; 2025Q1: 16,356 shares; 2025Q2: 16,567 shares; 2025Q3: 17,079 shares; 2025Q4: 22,832 shares; 2026Q1: 24,116 shares 24,116 $5.19M 1.53% +1,284 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: 5,639 shares; 2024Q4: 5,401 shares; 2025Q1: 5,349 shares; 2025Q2: 5,364 shares; 2025Q3: 5,185 shares; 2025Q4: 4,890 shares; 2026Q1: 4,897 shares 4,897 $4.88M 1.44% +7 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: 18,520 shares; 2024Q4: 17,425 shares; 2025Q1: 17,404 shares; 2025Q2: 17,244 shares; 2025Q3: 16,075 shares; 2025Q4: 15,253 shares; 2026Q1: 15,253 shares 15,253 $4.38M 1.29% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,583 shares; 2024Q4: 22,434 shares; 2025Q1: 21,981 shares; 2025Q2: 21,024 shares; 2025Q3: 19,466 shares; 2025Q4: 19,466 shares; 2026Q1: 19,466 shares 19,466 $4.11M 1.21% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 16,653 shares; 2025Q1: 16,364 shares; 2025Q2: 15,924 shares; 2025Q3: 16,094 shares; 2025Q4: 15,912 shares; 2026Q1: 16,077 shares 16,077 $3.93M 1.16% +165 Timeline MGV 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: 25,515 shares; 2024Q4: 25,505 shares; 2025Q1: 25,505 shares; 2025Q2: 25,505 shares; 2025Q3: 25,485 shares; 2025Q4: 25,485 shares; 2026Q1: 26,770 shares 26,770 $3.88M 1.15% +1,285 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: 16,625 shares; 2024Q4: 15,734 shares; 2025Q1: 14,180 shares; 2025Q2: 14,236 shares; 2025Q3: 13,350 shares; 2025Q4: 12,614 shares; 2026Q1: 12,799 shares 12,799 $3.87M 1.14% +185 Timeline MGK 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: 10,482 shares; 2024Q4: 10,467 shares; 2025Q1: 10,344 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares; 2025Q4: 10,324 shares; 2026Q1: 10,384 shares 10,384 $3.82M 1.13% +60 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: 10,076 shares; 2024Q4: 10,283 shares; 2025Q1: 10,318 shares; 2025Q2: 11,133 shares; 2025Q3: 11,270 shares; 2025Q4: 11,157 shares; 2026Q1: 11,279 shares 11,279 $3.62M 1.07% +122 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: 6,771 shares; 2024Q4: 6,447 shares; 2025Q1: 6,527 shares; 2025Q2: 6,634 shares; 2025Q3: 6,282 shares; 2025Q4: 5,960 shares; 2026Q1: 6,077 shares 6,077 $3.48M 1.03% +117 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: 29,907 shares; 2024Q4: 28,425 shares; 2025Q1: 28,095 shares; 2025Q2: 31,306 shares; 2025Q3: 32,764 shares; 2025Q4: 31,964 shares; 2026Q1: 35,153 shares 35,153 $3.18M 0.94% +3,189 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: 59,833 shares; 2024Q4: 60,454 shares; 2025Q1: 60,526 shares; 2025Q2: 59,558 shares; 2025Q3: 55,677 shares; 2025Q4: 55,662 shares; 2026Q1: 55,651 shares 55,651 $3.01M 0.89% -11 Timeline VGIT 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: 19,314 shares; 2024Q4: 21,978 shares; 2025Q1: 25,883 shares; 2025Q2: 30,106 shares; 2025Q3: 36,235 shares; 2025Q4: 37,811 shares; 2026Q1: 46,011 shares 46,011 $2.74M 0.81% +8,200 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: 3,785 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,783 shares; 2025Q3: 4,542 shares; 2025Q4: 4,626 shares; 2026Q1: 4,626 shares 4,626 $2.67M 0.79% 0 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: 20,963 shares; 2024Q4: 23,034 shares; 2025Q1: 22,686 shares; 2025Q2: 21,570 shares; 2025Q3: 20,939 shares; 2025Q4: 20,982 shares; 2026Q1: 20,890 shares 20,890 $2.6M 0.77% -92 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: 13,096 shares; 2024Q4: 12,981 shares; 2025Q1: 12,474 shares; 2025Q2: 12,118 shares; 2025Q3: 11,951 shares; 2025Q4: 11,916 shares; 2026Q1: 11,845 shares 11,845 $2.58M 0.76% -71 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: 29,484 shares; 2024Q4: 29,983 shares; 2025Q1: 37,043 shares; 2025Q2: 43,353 shares; 2025Q3: 38,428 shares; 2025Q4: 37,775 shares; 2026Q1: 42,600 shares 42,600 $2.49M 0.74% +4,825 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: 16,904 shares; 2024Q4: 16,801 shares; 2025Q1: 16,479 shares; 2025Q2: 16,461 shares; 2025Q3: 16,856 shares; 2025Q4: 17,166 shares; 2026Q1: 17,230 shares 17,230 $2.49M 0.73% +64 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: 11,722 shares; 2024Q4: 11,706 shares; 2025Q1: 11,626 shares; 2025Q2: 11,523 shares; 2025Q3: 11,923 shares; 2025Q4: 11,708 shares; 2026Q1: 11,795 shares 11,795 $2.44M 0.72% +87 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: 21,325 shares; 2024Q4: 21,481 shares; 2025Q1: 21,304 shares; 2025Q2: 21,237 shares; 2025Q3: 21,329 shares; 2025Q4: 21,383 shares; 2026Q1: 21,428 shares 21,428 $2.28M 0.67% +45 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: 5,280 shares; 2024Q4: 5,088 shares; 2025Q1: 5,207 shares; 2025Q2: 5,237 shares; 2025Q3: 5,242 shares; 2025Q4: 5,117 shares; 2026Q1: 5,129 shares 5,129 $2.24M 0.66% +12 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: 55,221 shares; 2024Q4: 46,856 shares; 2025Q1: 45,488 shares; 2025Q2: 45,838 shares; 2025Q3: 45,621 shares; 2025Q4: 41,777 shares; 2026Q1: 44,386 shares 44,386 $2.16M 0.64% +2,609 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: 11,956 shares; 2024Q4: 11,781 shares; 2025Q1: 11,781 shares; 2025Q2: 11,781 shares; 2025Q3: 11,765 shares; 2025Q4: 13,382 shares; 2026Q1: 13,382 shares 13,382 $2.03M 0.6% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 28,294 shares; 2025Q1: 25,706 shares; 2025Q2: 24,869 shares; 2025Q3: 23,716 shares; 2025Q4: 23,804 shares; 2026Q1: 23,977 shares 23,977 $1.91M 0.56% +173 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 17,121 shares; 2025Q1: 16,825 shares; 2025Q2: 15,565 shares; 2025Q3: 14,124 shares; 2025Q4: 14,124 shares; 2026Q1: 14,124 shares 14,124 $1.87M 0.55% 0 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: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,755 shares; 2025Q2: 7,199 shares; 2025Q3: 8,905 shares; 2025Q4: 8,891 shares; 2026Q1: 10,690 shares 10,690 $1.86M 0.55% +1,799 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: 16,352 shares; 2024Q4: 16,191 shares; 2025Q1: 16,119 shares; 2025Q2: 15,769 shares; 2025Q3: 15,769 shares; 2025Q4: 15,806 shares; 2026Q1: 15,506 shares 15,506 $1.75M 0.52% -300 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: 11,196 shares; 2024Q4: 8,894 shares; 2025Q1: 11,046 shares; 2025Q2: 13,425 shares; 2025Q3: 12,899 shares; 2025Q4: 13,116 shares; 2026Q1: 15,873 shares 15,873 $1.68M 0.5% +2,757 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: 5,918 shares; 2024Q4: 5,898 shares; 2025Q1: 6,298 shares; 2025Q2: 5,629 shares; 2025Q3: 5,391 shares; 2025Q4: 5,256 shares; 2026Q1: 5,256 shares 5,256 $1.63M 0.48% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,818 shares; 2024Q4: 15,616 shares; 2025Q1: 15,805 shares; 2025Q2: 15,064 shares; 2025Q3: 15,393 shares; 2025Q4: 17,087 shares; 2026Q1: 16,441 shares 16,441 $1.63M 0.48% -646 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: 3,632 shares; 2024Q4: 3,632 shares; 2025Q1: 3,676 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 3,669 shares; 2026Q1: 3,647 shares 3,647 $1.57M 0.46% -22 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: 12,670 shares; 2024Q4: 14,217 shares; 2025Q1: 14,030 shares; 2025Q2: 16,071 shares; 2025Q3: 17,787 shares; 2025Q4: 17,957 shares; 2026Q1: 21,092 shares 21,092 $1.47M 0.43% +3,135 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: 3,262 shares; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares 3,262 $1.33M 0.39% 0 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: 16,448 shares; 2024Q4: 17,357 shares; 2025Q1: 17,299 shares; 2025Q2: 17,128 shares; 2025Q3: 17,073 shares; 2025Q4: 16,958 shares; 2026Q1: 16,778 shares 16,778 $1.3M 0.38% -180 Timeline ILCG 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: 13,505 shares; 2024Q4: 13,505 shares; 2025Q1: 13,505 shares; 2025Q2: 13,505 shares; 2025Q3: 13,505 shares; 2025Q4: 13,505 shares; 2026Q1: 13,507 shares 13,507 $1.29M 0.38% +2 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,922 shares; 2024Q4: 25,922 shares; 2025Q1: 25,922 shares; 2025Q2: 25,922 shares; 2025Q3: 25,922 shares; 2025Q4: 25,922 shares; 2026Q1: 25,719 shares 25,719 $1.27M 0.37% -203 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,368 shares; 2025Q1: 3,378 shares; 2025Q2: 5,492 shares; 2025Q3: 5,751 shares; 2025Q4: 5,560 shares; 2026Q1: 5,160 shares 5,160 $1.25M 0.37% -400 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: 18,950 shares; 2024Q4: 19,129 shares; 2025Q1: 19,129 shares; 2025Q2: 19,006 shares; 2025Q3: 17,425 shares; 2025Q4: 17,607 shares; 2026Q1: 17,598 shares 17,598 $1.25M 0.37% -9 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: 5,799 shares; 2024Q4: 5,917 shares; 2025Q1: 6,091 shares; 2025Q2: 6,556 shares; 2025Q3: 6,619 shares; 2025Q4: 6,467 shares; 2026Q1: 6,433 shares 6,433 $1.25M 0.37% -34 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: 11,069 shares; 2024Q4: 11,338 shares; 2025Q1: 10,274 shares; 2025Q2: 10,254 shares; 2025Q3: 9,435 shares; 2025Q4: 9,392 shares; 2026Q1: 9,603 shares 9,603 $1.19M 0.35% +211 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,896 shares; 2024Q4: 40,704 shares; 2025Q1: 37,557 shares; 2025Q2: 26,172 shares; 2025Q3: 23,466 shares; 2025Q4: 23,882 shares; 2026Q1: 23,807 shares 23,807 $1.19M 0.35% -75 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: 15,445 shares; 2024Q4: 19,097 shares; 2025Q1: 17,287 shares; 2025Q2: 14,811 shares; 2025Q3: 14,656 shares; 2025Q4: 14,656 shares; 2026Q1: 14,706 shares 14,706 $1.17M 0.34% +50 Timeline SPSB 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: 26,856 shares; 2024Q4: 26,856 shares; 2025Q1: 26,911 shares; 2025Q2: 36,014 shares; 2025Q3: 36,084 shares; 2025Q4: 38,109 shares; 2026Q1: 38,159 shares 38,159 $1.15M 0.34% +50 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: 14,866 shares; 2024Q4: 14,786 shares; 2025Q1: 15,044 shares; 2025Q2: 14,894 shares; 2025Q3: 15,049 shares; 2025Q4: 15,029 shares; 2026Q1: 15,029 shares 15,029 $1.14M 0.34% 0 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: 7,667 shares; 2024Q4: 7,709 shares; 2025Q1: 7,548 shares; 2025Q2: 7,071 shares; 2025Q3: 7,323 shares; 2025Q4: 7,323 shares; 2026Q1: 7,223 shares 7,223 $1.12M 0.33% -100 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,398 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares; 2025Q3: 6,553 shares; 2025Q4: 6,553 shares; 2026Q1: 6,553 shares 6,553 $1.11M 0.33% 0 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: 13,796 shares; 2024Q4: 16,866 shares; 2025Q1: 16,806 shares; 2025Q2: 17,378 shares; 2025Q3: 17,369 shares; 2025Q4: 17,359 shares; 2026Q1: 17,224 shares 17,224 $1.1M 0.33% -135 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: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 2,631 shares; 2025Q2: 3,361 shares; 2025Q3: 3,359 shares; 2025Q4: 3,409 shares; 2026Q1: 3,703 shares 3,703 $1.06M 0.31% +294 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: 1,385 shares; 2024Q4: 1,820 shares; 2025Q1: 2,132 shares; 2025Q2: 2,281 shares; 2025Q3: 2,689 shares; 2025Q4: 2,666 shares; 2026Q1: 3,211 shares 3,211 $994K 0.29% +545 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: 5,696 shares; 2024Q4: 5,633 shares; 2025Q1: 5,520 shares; 2025Q2: 5,283 shares; 2025Q3: 5,277 shares; 2025Q4: 4,121 shares; 2026Q1: 3,983 shares 3,983 $988K 0.29% -138 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: 4,915 shares; 2024Q4: 4,760 shares; 2025Q1: 4,678 shares; 2025Q2: 4,511 shares; 2025Q3: 4,588 shares; 2025Q4: 4,365 shares; 2026Q1: 4,197 shares 4,197 $949K 0.28% -168 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: 4,669 shares; 2024Q4: 4,907 shares; 2025Q1: 5,115 shares; 2025Q2: 5,095 shares; 2025Q3: 5,097 shares; 2025Q4: 4,901 shares; 2026Q1: 5,088 shares 5,088 $938K 0.28% +187 Timeline DGRO 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: 13,340 shares; 2024Q4: 12,857 shares; 2025Q1: 13,604 shares; 2025Q2: 13,633 shares; 2025Q3: 13,637 shares; 2025Q4: 12,945 shares; 2026Q1: 13,248 shares 13,248 $930K 0.27% +303 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: 1,003 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 997 shares; 2025Q4: 929 shares; 2026Q1: 964 shares 964 $927K 0.27% +35 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,645 shares; 2025Q2: 1,665 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,717 shares 1,717 $924K 0.27% +32 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,196 shares; 2025Q3: 9,321 shares; 2025Q4: 10,294 shares; 2026Q1: 10,294 shares 10,294 $908K 0.27% 0 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: 3,720 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,680 shares; 2025Q3: 3,770 shares; 2025Q4: 3,792 shares; 2026Q1: 3,787 shares 3,787 $895K 0.26% -5 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: 7,339 shares; 2024Q4: 7,292 shares; 2025Q1: 7,195 shares; 2025Q2: 7,174 shares; 2025Q3: 7,199 shares; 2025Q4: 7,199 shares; 2026Q1: 7,399 shares 7,399 $890K 0.26% +200 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: 3,488 shares; 2024Q4: 3,318 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,008 shares; 2026Q1: 3,008 shares 3,008 $877K 0.26% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,399 shares; 2025Q2: 15,344 shares; 2025Q3: 13,902 shares; 2025Q4: 13,902 shares; 2026Q1: 13,902 shares 13,902 $868K 0.26% 0 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: 3,286 shares; 2024Q4: 3,812 shares; 2025Q1: 4,044 shares; 2025Q2: 4,330 shares; 2025Q3: 4,543 shares; 2025Q4: 4,418 shares; 2026Q1: 4,418 shares 4,418 $852K 0.25% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,842 shares; 2024Q4: 6,774 shares; 2025Q1: 6,838 shares; 2025Q2: 6,479 shares; 2025Q3: 6,454 shares; 2025Q4: 6,454 shares; 2026Q1: 6,454 shares 6,454 $846K 0.25% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,402 shares; 2025Q1: 4,947 shares; 2025Q2: 5,022 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 5,095 shares 5,095 $838K 0.25% +100 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 15,367 shares; 2025Q1: 15,353 shares; 2025Q2: 15,353 shares; 2025Q3: 15,337 shares; 2025Q4: 15,457 shares; 2026Q1: 19,098 shares 19,098 $832K 0.25% +3,641 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: 2,311 shares; 2024Q4: 2,269 shares; 2025Q1: 2,268 shares; 2025Q2: 2,348 shares; 2025Q3: 2,358 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares 2,338 $802K 0.24% 0 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: 10,579 shares; 2024Q4: 11,972 shares; 2025Q1: 10,018 shares; 2025Q2: 9,759 shares; 2025Q3: 8,839 shares; 2025Q4: 8,905 shares; 2026Q1: 8,952 shares 8,952 $794K 0.23% +47 Timeline FYT 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: 11,413 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 13,413 shares; 2025Q3: 13,413 shares; 2025Q4: 13,413 shares; 2026Q1: 12,213 shares 12,213 $755K 0.22% -1,200 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: 1,968 shares; 2024Q4: 2,118 shares; 2025Q1: 2,498 shares; 2025Q2: 2,740 shares; 2025Q3: 2,775 shares; 2025Q4: 2,875 shares; 2026Q1: 3,915 shares 3,915 $751K 0.22% +1,040 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: 11,631 shares; 2024Q4: 32,529 shares; 2025Q1: 32,529 shares; 2025Q2: 32,529 shares; 2025Q3: 27,186 shares; 2025Q4: 24,468 shares; 2026Q1: 24,468 shares 24,468 $751K 0.22% 0 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: 2,017 shares; 2024Q4: 2,422 shares; 2025Q1: 6,713 shares; 2025Q2: 6,886 shares; 2025Q3: 6,968 shares; 2025Q4: 9,661 shares; 2026Q1: 9,712 shares 9,712 $750K 0.22% +51 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: 10,619 shares; 2024Q4: 13,769 shares; 2025Q1: 13,462 shares; 2025Q2: 13,462 shares; 2025Q3: 13,985 shares; 2025Q4: 13,985 shares; 2026Q1: 13,985 shares 13,985 $727K 0.21% 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: 7,936 shares; 2024Q4: 7,767 shares; 2025Q1: 7,831 shares; 2025Q2: 7,781 shares; 2025Q3: 7,743 shares; 2025Q4: 7,743 shares; 2026Q1: 7,689 shares 7,689 $717K 0.21% -54 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: 12,420 shares; 2024Q4: 12,518 shares; 2025Q1: 12,633 shares; 2025Q2: 12,743 shares; 2025Q3: 12,845 shares; 2025Q4: 12,935 shares; 2026Q1: 12,628 shares 12,628 $717K 0.21% -307 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: 2,363 shares; 2024Q4: 2,316 shares; 2025Q1: 2,201 shares; 2025Q2: 2,271 shares; 2025Q3: 2,063 shares; 2025Q4: 2,055 shares; 2026Q1: 2,082 shares 2,082 $712K 0.21% +27 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 10,572 shares; 2025Q1: 9,841 shares; 2025Q2: 8,277 shares; 2025Q3: 7,427 shares; 2025Q4: 7,500 shares; 2026Q1: 7,486 shares 7,486 $711K 0.21% -14 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: 2,183 shares; 2024Q4: 2,333 shares; 2025Q1: 2,246 shares; 2025Q2: 2,361 shares; 2025Q3: 2,411 shares; 2025Q4: 2,461 shares; 2026Q1: 2,675 shares 2,675 $701K 0.21% +214 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,492 shares; 2024Q4: 35,175 shares; 2025Q1: 35,103 shares; 2025Q2: 28,597 shares; 2025Q3: 27,742 shares; 2025Q4: 26,258 shares; 2026Q1: 26,258 shares 26,258 $699K 0.21% 0 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: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 6,262 shares; 2025Q2: 6,262 shares; 2025Q3: 6,340 shares; 2025Q4: 6,340 shares; 2026Q1: 6,340 shares 6,340 $696K 0.21% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,389 shares 1,389 $689K 0.2% +49 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,621 shares; 2025Q2: 2,626 shares; 2025Q3: 2,601 shares; 2025Q4: 2,469 shares; 2026Q1: 2,454 shares 2,454 $682K 0.2% -15 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: 15,900 shares; 2024Q4: 14,235 shares; 2025Q1: 13,370 shares; 2025Q2: 12,470 shares; 2025Q3: 13,351 shares; 2025Q4: 13,351 shares; 2026Q1: 13,351 shares 13,351 $670K 0.2% 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: 2,132 shares; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 2,761 shares 2,761 $669K 0.2% +324 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: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,282 shares 3,282 $669K 0.2% 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: 12,370 shares; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,771 shares; 2026Q1: 9,780 shares 9,780 $666K 0.2% +9 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: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,864 shares; 2025Q2: 1,844 shares; 2025Q3: 1,896 shares; 2025Q4: 1,876 shares; 2026Q1: 1,993 shares 1,993 $655K 0.19% +117 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 14,625 shares; 2025Q1: 25,432 shares; 2025Q2: 25,432 shares; 2025Q3: 25,092 shares; 2025Q4: 25,092 shares; 2026Q1: 25,092 shares 25,092 $630K 0.19% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,552 shares; 2025Q3: 2,752 shares; 2025Q4: 3,352 shares; 2026Q1: 12,352 shares 12,352 $626K 0.18% +9,000 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,760 shares; 2024Q4: 19,110 shares; 2025Q1: 27,197 shares; 2025Q2: 27,197 shares; 2025Q3: 27,197 shares; 2025Q4: 27,197 shares; 2026Q1: 27,865 shares 27,865 $625K 0.18% +668 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: 6,007 shares; 2024Q4: 6,117 shares; 2025Q1: 6,015 shares; 2025Q2: 5,776 shares; 2025Q3: 5,661 shares; 2025Q4: 5,646 shares; 2026Q1: 6,076 shares 6,076 $624K 0.18% +430 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: 4,257 shares; 2024Q4: 4,253 shares; 2025Q1: 4,215 shares; 2025Q2: 4,206 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares 4,195 $611K 0.18% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,522 shares; 2025Q2: 2,466 shares; 2025Q3: 2,449 shares; 2025Q4: 2,335 shares; 2026Q1: 2,371 shares 2,371 $610K 0.18% +36 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: 7,442 shares; 2024Q4: 7,471 shares; 2025Q1: 7,729 shares; 2025Q2: 7,740 shares; 2025Q3: 8,176 shares; 2025Q4: 8,176 shares; 2026Q1: 8,185 shares 8,185 $609K 0.18% +9 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares 7,650 $588K 0.17% 0 Timeline RPV 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: 5,443 shares; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,441 shares; 2026Q1: 5,441 shares 5,441 $584K 0.17% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $579K 0.17% 0 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: 7,438 shares; 2024Q4: 7,474 shares; 2025Q1: 7,495 shares; 2025Q2: 5,887 shares; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares; 2026Q1: 5,879 shares 5,879 $572K 0.17% -31 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: 5,651 shares; 2024Q4: 5,736 shares; 2025Q1: 5,630 shares; 2025Q2: 5,787 shares; 2025Q3: 5,787 shares; 2025Q4: 5,876 shares; 2026Q1: 5,901 shares 5,901 $569K 0.17% +25 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: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,599 shares; 2025Q2: 4,599 shares; 2025Q3: 4,569 shares; 2025Q4: 9,142 shares; 2026Q1: 9,139 shares 9,139 $560K 0.17% -3 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: 3,298 shares; 2024Q4: 3,548 shares; 2025Q1: 3,555 shares; 2025Q2: 3,573 shares; 2025Q3: 3,603 shares; 2025Q4: 3,621 shares; 2026Q1: 4,006 shares 4,006 $554K 0.16% +385 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,093 shares; 2025Q2: 3,159 shares; 2025Q3: 3,192 shares; 2025Q4: 3,234 shares; 2026Q1: 3,515 shares 3,515 $553K 0.16% +281 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: 26,591 shares; 2024Q4: 19,695 shares; 2025Q1: 19,260 shares; 2025Q2: 18,460 shares; 2025Q3: 20,084 shares; 2025Q4: 20,084 shares; 2026Q1: 19,384 shares 19,384 $544K 0.16% -700 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: 858 shares; 2024Q4: 934 shares; 2025Q1: 3,231 shares; 2025Q2: 3,208 shares; 2025Q3: 3,327 shares; 2025Q4: 3,254 shares; 2026Q1: 3,152 shares 3,152 $544K 0.16% -102 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 742 shares; 2025Q2: 750 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 955 shares 955 $538K 0.16% -15 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $537K 0.16% 0 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: 2,076 shares; 2024Q4: 2,127 shares; 2025Q1: 2,086 shares; 2025Q2: 1,963 shares; 2025Q3: 1,973 shares; 2025Q4: 1,982 shares; 2026Q1: 2,469 shares 2,469 $536K 0.16% +487 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: 2,197 shares; 2024Q4: 2,248 shares; 2025Q1: 2,241 shares; 2025Q2: 2,343 shares; 2025Q3: 1,918 shares; 2025Q4: 1,909 shares; 2026Q1: 1,979 shares 1,979 $535K 0.16% +70 Timeline SPYV 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: 8,707 shares; 2024Q4: 13,133 shares; 2025Q1: 12,313 shares; 2025Q2: 10,746 shares; 2025Q3: 9,974 shares; 2025Q4: 9,714 shares; 2026Q1: 9,429 shares 9,429 $533K 0.16% -285 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,633 shares; 2025Q4: 3,711 shares; 2026Q1: 4,116 shares 4,116 $520K 0.15% +405 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares 5,665 $518K 0.15% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,926 shares; 2025Q3: 4,276 shares; 2025Q4: 5,316 shares; 2026Q1: 7,316 shares 7,316 $500K 0.15% +2,000 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 14,637 shares; 2025Q1: 14,637 shares; 2025Q2: 17,831 shares; 2025Q3: 16,742 shares; 2025Q4: 16,522 shares; 2026Q1: 16,123 shares 16,123 $499K 0.15% -399 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,464 shares; 2025Q1: 3,444 shares; 2025Q2: 3,444 shares; 2025Q3: 3,444 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares 3,424 $497K 0.15% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,712 shares; 2025Q1: 3,615 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,293 shares; 2026Q1: 3,250 shares 3,250 $496K 0.15% -43 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: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 3,159 shares; 2025Q2: 3,024 shares; 2025Q3: 2,862 shares; 2025Q4: 2,712 shares; 2026Q1: 2,493 shares 2,493 $494K 0.15% -219 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares 2,068 $489K 0.14% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,513 shares; 2025Q1: 1,581 shares; 2025Q2: 1,547 shares; 2025Q3: 1,551 shares; 2025Q4: 1,488 shares; 2026Q1: 1,578 shares 1,578 $477K 0.14% +90 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: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,361 shares; 2025Q2: 4,461 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 5,125 shares 5,125 $476K 0.14% +320 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 7,756 shares; 2025Q1: 7,832 shares; 2025Q2: 7,832 shares; 2025Q3: 7,351 shares; 2025Q4: 7,351 shares; 2026Q1: 9,995 shares 9,995 $469K 0.14% +2,644 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: 5,324 shares; 2024Q4: 15,972 shares; 2025Q1: 15,972 shares; 2025Q2: 18,162 shares; 2025Q3: 18,162 shares; 2025Q4: 18,162 shares; 2026Q1: 18,162 shares 18,162 $466K 0.14% 0 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: 1,522 shares; 2024Q4: 4,961 shares; 2025Q1: 5,368 shares; 2025Q2: 4,907 shares; 2025Q3: 4,795 shares; 2025Q4: 4,635 shares; 2026Q1: 4,181 shares 4,181 $462K 0.14% -454 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares 3,458 $460K 0.14% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,102 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares 4,002 $453K 0.13% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 1,935 shares; 2025Q2: 2,035 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 3,125 shares 3,125 $452K 0.13% +360 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: 845 shares; 2024Q4: 1,990 shares; 2025Q1: 2,250 shares; 2025Q2: 2,427 shares; 2025Q3: 2,869 shares; 2025Q4: 2,569 shares; 2026Q1: 2,797 shares 2,797 $448K 0.13% +228 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: 7,059 shares; 2024Q4: 7,019 shares; 2025Q1: 7,019 shares; 2025Q2: 7,019 shares; 2025Q3: 7,019 shares; 2025Q4: 7,019 shares; 2026Q1: 6,781 shares 6,781 $447K 0.13% -238 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,535 shares; 2025Q1: 2,444 shares; 2025Q2: 2,594 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares 2,446 $446K 0.13% 0 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: 2,223 shares; 2024Q4: 2,292 shares; 2025Q1: 2,317 shares; 2025Q2: 2,069 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 3,371 shares 3,371 $441K 0.13% +700 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: 733 shares; 2024Q4: 866 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 671 shares; 2025Q4: 694 shares; 2026Q1: 892 shares 892 $438K 0.13% +198 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $436K 0.13% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 325 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $427K 0.13% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,707 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares 4,707 $426K 0.13% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,772 shares; 2026Q1: 5,518 shares 5,518 $425K 0.13% -254 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,764 shares; 2025Q4: 1,743 shares; 2026Q1: 1,950 shares 1,950 $417K 0.12% +207 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: 2,779 shares; 2024Q4: 2,687 shares; 2025Q1: 2,654 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares 2,519 $416K 0.12% 0 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: 649 shares; 2024Q4: 634 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $410K 0.12% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,586 shares; 2025Q1: 3,595 shares; 2025Q2: 3,603 shares; 2025Q3: 3,611 shares; 2025Q4: 3,619 shares; 2026Q1: 3,628 shares 3,628 $407K 0.12% +9 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: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 858 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 809 shares 809 $404K 0.12% -95 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: 2,911 shares; 2024Q4: 3,036 shares; 2025Q1: 3,136 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares 3,126 $403K 0.12% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,017 shares; 2026Q1: 1,007 shares 1,007 $402K 0.12% -10 Timeline SDVY 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: 3,545 shares; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,850 shares; 2025Q3: 6,978 shares; 2025Q4: 6,978 shares; 2026Q1: 10,183 shares 10,183 $402K 0.12% +3,205 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,502 shares; 2025Q2: 3,614 shares; 2025Q3: 3,531 shares; 2025Q4: 3,564 shares; 2026Q1: 3,366 shares 3,366 $398K 0.12% -198 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: 2,668 shares; 2024Q4: 2,647 shares; 2025Q1: 2,527 shares; 2025Q2: 2,565 shares; 2025Q3: 2,425 shares; 2025Q4: 2,387 shares; 2026Q1: 2,693 shares 2,693 $396K 0.12% +306 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: 1,099 shares; 2024Q4: 1,084 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,037 shares; 2025Q4: 1,020 shares; 2026Q1: 929 shares 929 $396K 0.12% -91 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: 4,423 shares; 2024Q4: 4,383 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares 4,233 $390K 0.12% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,735 shares; 2025Q1: 1,609 shares; 2025Q2: 1,634 shares; 2025Q3: 1,850 shares; 2025Q4: 1,700 shares; 2026Q1: 2,041 shares 2,041 $381K 0.11% +341 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: 4,109 shares; 2024Q4: 3,999 shares; 2025Q1: 4,031 shares; 2025Q2: 3,771 shares; 2025Q3: 3,958 shares; 2025Q4: 3,898 shares; 2026Q1: 3,898 shares 3,898 $376K 0.11% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,375 shares; 2024Q4: 18,372 shares; 2025Q1: 18,326 shares; 2025Q2: 17,344 shares; 2025Q3: 17,410 shares; 2025Q4: 17,410 shares; 2026Q1: 17,296 shares 17,296 $372K 0.11% -114 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $370K 0.11% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 2,803 shares; 2025Q1: 2,530 shares; 2025Q2: 2,493 shares; 2025Q3: 1,855 shares; 2025Q4: 1,846 shares; 2026Q1: 1,904 shares 1,904 $370K 0.11% +58 Timeline IBTI 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: 10,000 shares; 2024Q4: 14,127 shares; 2025Q1: 15,492 shares; 2025Q2: 15,492 shares; 2025Q3: 15,492 shares; 2025Q4: 15,492 shares; 2026Q1: 16,163 shares 16,163 $360K 0.11% +671 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: 2,453 shares; 2024Q4: 3,467 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675 $351K 0.1% 0 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: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,282 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares 1,212 $344K 0.1% 0 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $343K 0.1% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 757 shares; 2025Q1: 1,547 shares; 2025Q2: 1,599 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,455 shares 3,455 $342K 0.1% +271 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: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,359 shares; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,577 shares 2,577 $341K 0.1% +163 Timeline SPHY 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: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 11,990 shares; 2025Q2: 14,370 shares; 2025Q3: 14,370 shares; 2025Q4: 14,370 shares; 2026Q1: 14,370 shares 14,370 $335K 0.1% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,732 shares; 2025Q1: 1,712 shares; 2025Q2: 1,567 shares; 2025Q3: 1,680 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares 1,455 $334K 0.1% 0 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: 12,588 shares; 2024Q4: 12,122 shares; 2025Q1: 11,812 shares; 2025Q2: 10,812 shares; 2025Q3: 11,450 shares; 2025Q4: 11,379 shares; 2026Q1: 11,379 shares 11,379 $330K 0.1% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 11,588 shares; 2025Q1: 10,163 shares; 2025Q2: 7,107 shares; 2025Q3: 7,107 shares; 2025Q4: 7,268 shares; 2026Q1: 7,394 shares 7,394 $326K 0.1% +126 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: 2,416 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,376 shares; 2025Q3: 3,553 shares; 2025Q4: 3,619 shares; 2026Q1: 4,038 shares 4,038 $317K 0.09% +419 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: 6,872 shares; 2024Q4: 6,822 shares; 2025Q1: 6,822 shares; 2025Q2: 6,022 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 5,778 shares 5,778 $313K 0.09% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,957 shares; 2025Q1: 10,957 shares; 2025Q2: 16,628 shares; 2025Q3: 16,628 shares; 2025Q4: 16,628 shares; 2026Q1: 16,628 shares 16,628 $310K 0.09% 0 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: 333 shares; 2024Q4: 2,487 shares; 2025Q1: 2,507 shares; 2025Q2: 6,221 shares; 2025Q3: 6,338 shares; 2025Q4: 6,338 shares; 2026Q1: 6,421 shares 6,421 $309K 0.09% +83 Timeline FVD 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: 5,084 shares; 2024Q4: 5,194 shares; 2025Q1: 5,781 shares; 2025Q2: 5,929 shares; 2025Q3: 5,964 shares; 2025Q4: 6,561 shares; 2026Q1: 6,538 shares 6,538 $307K 0.09% -23 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,336 shares 2,336 $306K 0.09% 0 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: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $300K 0.09% 0 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: not reported; 2024Q4: 1,118 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,124 shares 1,124 $300K 0.09% +33 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 895 shares; 2025Q2: 805 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $293K 0.09% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 17,634 shares; 2025Q3: 17,634 shares; 2025Q4: 17,634 shares; 2026Q1: 17,634 shares 17,634 $290K 0.09% 0 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 510 shares; 2025Q2: 555 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 878 shares 878 $289K 0.09% +208 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: 440 shares; 2024Q4: 425 shares; 2025Q1: 498 shares; 2025Q2: 528 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,064 shares 1,064 $288K 0.09% +70 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $287K 0.08% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,589 shares; 2026Q1: 14,589 shares 14,589 $286K 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 635 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 793 shares 793 $284K 0.08% +228 Timeline STIP 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: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares 2,734 $283K 0.08% 0 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: 3,774 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 3,089 shares; 2026Q1: 3,253 shares 3,253 $282K 0.08% +164 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: 260 shares; 2024Q4: 500 shares; 2025Q1: 540 shares; 2025Q2: 585 shares; 2025Q3: 609 shares; 2025Q4: 549 shares; 2026Q1: 749 shares 749 $278K 0.08% +200 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: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $277K 0.08% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,000 shares; 2025Q1: 3,250 shares; 2025Q2: 6,000 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,825 shares 6,825 $274K 0.08% +125 Timeline FYC 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: 4,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,826 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares 2,826 $274K 0.08% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 5,871 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,604 shares; 2025Q4: 5,604 shares; 2026Q1: 5,923 shares 5,923 $274K 0.08% +319 Timeline AVUS 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: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $272K 0.08% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,132 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $271K 0.08% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890 $270K 0.08% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,540 shares; 2025Q1: 1,483 shares; 2025Q2: 1,749 shares; 2025Q3: 1,876 shares; 2025Q4: 1,887 shares; 2026Q1: 3,007 shares 3,007 $266K 0.08% +1,120 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $264K 0.08% 0 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: 2,725 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $264K 0.08% 0 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $263K 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 499 shares; 2025Q1: 648 shares; 2025Q2: 698 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,245 shares 1,245 $259K 0.08% +150 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,600 shares; 2025Q1: 2,750 shares; 2025Q2: 4,000 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,325 shares 4,325 $259K 0.08% +75 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 212 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $254K 0.07% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 3,009 shares; 2025Q1: 3,005 shares; 2025Q2: 2,990 shares; 2025Q3: 2,406 shares; 2025Q4: 2,390 shares; 2026Q1: 1,979 shares 1,979 $252K 0.07% -411 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,803 shares; 2025Q1: 4,386 shares; 2025Q2: 4,273 shares; 2025Q3: 3,014 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares 2,806 $251K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 5,691 shares; 2025Q1: 5,230 shares; 2025Q2: 4,880 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares 3,365 $251K 0.07% 0 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: 3,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,925 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares 4,925 $249K 0.07% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 10,770 shares; 2025Q1: 11,532 shares; 2025Q2: 11,568 shares; 2025Q3: 8,150 shares; 2025Q4: 8,455 shares; 2026Q1: 8,455 shares 8,455 $246K 0.07% 0 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: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares 4,986 $246K 0.07% 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: 2,718 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $246K 0.07% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 330 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $245K 0.07% 0 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: 2,980 shares; 2024Q4: 2,920 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,487 shares; 2025Q4: 2,453 shares; 2026Q1: 2,105 shares 2,105 $239K 0.07% -348 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 3,288 shares; 2025Q1: 3,460 shares; 2025Q2: 2,673 shares; 2025Q3: 2,675 shares; 2025Q4: 2,511 shares; 2026Q1: 2,512 shares 2,512 $238K 0.07% +1 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: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,373 shares; 2025Q3: 2,229 shares; 2025Q4: 1,612 shares; 2026Q1: 1,486 shares 1,486 $237K 0.07% -126 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,774 shares; 2025Q1: 4,374 shares; 2025Q2: 4,374 shares; 2025Q3: 4,554 shares; 2025Q4: 4,549 shares; 2026Q1: 4,719 shares 4,719 $236K 0.07% +170 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,447 shares; 2025Q2: 1,469 shares; 2025Q3: 1,247 shares; 2025Q4: 1,217 shares; 2026Q1: 965 shares 965 $235K 0.07% -252 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000 $234K 0.07% 0 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: 4,234 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $234K 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,584 shares; 2025Q1: 1,147 shares; 2025Q2: 1,160 shares; 2025Q3: 1,053 shares; 2025Q4: 691 shares; 2026Q1: 691 shares 691 $233K 0.07% 0 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,498 shares; 2025Q2: 1,054 shares; 2025Q3: 988 shares; 2025Q4: 1,370 shares; 2026Q1: 1,624 shares 1,624 $231K 0.07% +254 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: 1,826 shares; 2024Q4: 2,026 shares; 2025Q1: 1,731 shares; 2025Q2: 1,531 shares; 2025Q3: 1,994 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares 1,892 $229K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,713 shares; 2025Q1: 1,711 shares; 2025Q2: 1,709 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,732 shares 1,732 $229K 0.07% +71 Timeline TLT 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: 3,079 shares; 2024Q4: 3,502 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares; 2025Q3: 3,565 shares; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares 2,574 $223K 0.07% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares 4,880 $222K 0.07% 0 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: 2,434 shares; 2024Q4: 2,777 shares; 2025Q1: 2,021 shares; 2025Q2: 2,021 shares; 2025Q3: 2,009 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares 2,009 $222K 0.07% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 290 shares; 2025Q4: 289 shares; 2026Q1: 303 shares 303 $221K 0.07% +14 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,857 shares; 2026Q1: 2,857 shares 2,857 $219K 0.06% 0 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: 532 shares; 2024Q4: 737 shares; 2025Q1: 744 shares; 2025Q2: 694 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 620 shares 620 $218K 0.06% +66 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 437 shares; 2025Q4: 2,185 shares; 2026Q1: 2,050 shares 2,050 $214K 0.06% -135 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: 2,607 shares; 2024Q4: 2,735 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,004 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares 2,914 $208K 0.06% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,818 shares; 2025Q1: 2,836 shares; 2025Q2: 2,864 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares 2,882 $207K 0.06% 0 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: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares 3,835 $205K 0.06% 0 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $204K 0.06% 0 Timeline LMBS 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: 3,226 shares; 2024Q4: 3,296 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,300 shares; 2025Q4: 3,750 shares; 2026Q1: 4,100 shares 4,100 $204K 0.06% +350 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: 1,636 shares; 2024Q4: 2,742 shares; 2025Q1: 3,590 shares; 2025Q2: 3,445 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 2,830 shares 2,830 $204K 0.06% -715 Timeline DUHP 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: 5,649 shares; 2024Q4: 6,983 shares; 2025Q1: 6,306 shares; 2025Q2: 5,841 shares; 2025Q3: 5,588 shares; 2025Q4: 5,545 shares; 2026Q1: 5,522 shares 5,522 $203K 0.06% -23 Timeline DVYE 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: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $199K 0.06% 0 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: 2,876 shares; 2024Q4: 2,819 shares; 2025Q1: 2,819 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,329 shares; 2026Q1: 2,406 shares 2,406 $199K 0.06% +77 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: 2,750 shares; 2024Q4: 4,000 shares; 2025Q1: 4,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,900 shares 5,900 $197K 0.06% +150 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: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $193K 0.06% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 914 shares 914 $192K 0.06% +369 Timeline CIBR 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: 1,312 shares; 2024Q4: 1,942 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 2,802 shares; 2026Q1: 3,010 shares 3,010 $189K 0.06% +208 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: 544 shares; 2024Q4: 544 shares; 2025Q1: 511 shares; 2025Q2: 532 shares; 2025Q3: 538 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $186K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 185 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 307 shares; 2025Q4: 304 shares; 2026Q1: 298 shares 298 $180K 0.05% -6 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: 3,095 shares; 2024Q4: 6,368 shares; 2025Q1: 6,368 shares; 2025Q2: 7,729 shares; 2025Q3: 6,890 shares; 2025Q4: 6,721 shares; 2026Q1: 6,193 shares 6,193 $180K 0.05% -528 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: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,234 shares; 2026Q1: 1,214 shares 1,214 $180K 0.05% -20 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $178K 0.05% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 4,157 shares; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares 4,368 $175K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 59 shares; 2025Q3: 77 shares; 2025Q4: 1,140 shares; 2026Q1: 1,807 shares 1,807 $174K 0.05% +667 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: 629 shares; 2024Q4: 614 shares; 2025Q1: 671 shares; 2025Q2: 607 shares; 2025Q3: 605 shares; 2025Q4: 603 shares; 2026Q1: 578 shares 578 $173K 0.05% -25 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: 970 shares; 2024Q4: 841 shares; 2025Q1: 949 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $172K 0.05% 0 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: 3,480 shares; 2024Q4: 3,495 shares; 2025Q1: 3,395 shares; 2025Q2: 2,830 shares; 2025Q3: 2,915 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares 3,227 $170K 0.05% 0 Timeline MTUM 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: 661 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $169K 0.05% 0 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: 745 shares; 2024Q4: 586 shares; 2025Q1: 973 shares; 2025Q2: 968 shares; 2025Q3: 606 shares; 2025Q4: 480 shares; 2026Q1: 825 shares 825 $168K 0.05% +345 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: 6,875 shares; 2024Q4: 6,483 shares; 2025Q1: 6,899 shares; 2025Q2: 7,014 shares; 2025Q3: 6,983 shares; 2025Q4: 5,812 shares; 2026Q1: 5,812 shares 5,812 $167K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 72 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $166K 0.05% 0 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: 452 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 364 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $166K 0.05% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,216 shares; 2026Q1: 1,435 shares 1,435 $165K 0.05% +219 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: 1,825 shares; 2024Q4: 1,675 shares; 2025Q1: 1,872 shares; 2025Q2: 1,869 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,770 shares 1,770 $165K 0.05% -44 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 3,986 shares; 2025Q1: 3,986 shares; 2025Q2: 3,986 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $164K 0.05% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $164K 0.05% 0 Timeline KNG 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: 47 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 5,912 shares; 2025Q4: 7,112 shares; 2026Q1: 3,365 shares 3,365 $164K 0.05% -3,747 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $163K 0.05% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: not reported; 2025Q4: not reported; 2026Q1: 6,735 shares 6,735 $162K 0.05% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,327 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares 3,173 $161K 0.05% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,572 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares 1,564 $157K 0.05% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 63 shares; 2025Q1: 305 shares; 2025Q2: 5,634 shares; 2025Q3: 1,378 shares; 2025Q4: 1,366 shares; 2026Q1: 1,692 shares 1,692 $155K 0.05% +326 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 4,860 shares; 2026Q1: 6,125 shares 6,125 $152K 0.04% +1,265 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: 762 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares 2,056 $150K 0.04% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 6,135 shares; 2025Q3: 6,135 shares; 2025Q4: 7,940 shares; 2026Q1: 7,940 shares 7,940 $149K 0.04% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,433 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares; 2025Q3: 7,433 shares; 2025Q4: 7,433 shares; 2026Q1: 7,433 shares 7,433 $148K 0.04% 0 Timeline IHDG 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,075 shares 3,075 $148K 0.04% +75 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 3,682 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,478 shares; 2025Q4: 4,478 shares; 2026Q1: 4,349 shares 4,349 $147K 0.04% -129 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares 3,084 $145K 0.04% 0 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 542 shares; 2025Q2: 469 shares; 2025Q3: 467 shares; 2025Q4: 360 shares; 2026Q1: 337 shares 337 $143K 0.04% -23 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares 745 $143K 0.04% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $143K 0.04% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,300 shares 1,300 $143K 0.04% -112 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,971 shares; 2024Q4: 15,971 shares; 2025Q1: 800 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,342 shares 1,342 $142K 0.04% +50 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: 2,576 shares; 2024Q4: 3,176 shares; 2025Q1: 2,889 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,289 shares; 2026Q1: 2,289 shares 2,289 $139K 0.04% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 3,428 shares; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares 3,428 $139K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares; 2026Q1: 4,372 shares 4,372 $138K 0.04% +497 Timeline IMCG 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: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 1,751 shares 1,751 $138K 0.04% -464 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: 4,403 shares; 2024Q4: 4,403 shares; 2025Q1: 4,403 shares; 2025Q2: 4,403 shares; 2025Q3: 4,223 shares; 2025Q4: 4,272 shares; 2026Q1: 4,147 shares 4,147 $137K 0.04% -125 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 376 shares; 2025Q3: 398 shares; 2025Q4: 403 shares; 2026Q1: 316 shares 316 $137K 0.04% -87 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: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,485 shares 3,485 $135K 0.04% -120 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: 282 shares; 2024Q4: 268 shares; 2025Q1: 512 shares; 2025Q2: 527 shares; 2025Q3: 435 shares; 2025Q4: 413 shares; 2026Q1: 399 shares 399 $135K 0.04% -14 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: 298 shares; 2024Q4: 278 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 390 shares 390 $135K 0.04% +36 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: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 845 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 958 shares 958 $134K 0.04% +129 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: 1,421 shares; 2024Q4: 1,936 shares; 2025Q1: 1,836 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 1,864 shares; 2026Q1: 2,308 shares 2,308 $133K 0.04% +444 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $132K 0.04% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 900 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $129K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,506 shares 1,506 $128K 0.04% 0 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: 111 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $128K 0.04% 0 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: 250 shares; 2024Q4: 246 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $126K 0.04% 0 Timeline IVOO 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: 1,117 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $126K 0.04% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,255 shares; 2025Q1: 1,105 shares; 2025Q2: 1,307 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,342 shares 1,342 $126K 0.04% -11 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 3,500 shares 3,500 $124K 0.04% -2,620 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 536 shares; 2025Q3: 641 shares; 2025Q4: 797 shares; 2026Q1: 622 shares 622 $123K 0.04% -175 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 2,296 shares; 2026Q1: 2,296 shares 2,296 $123K 0.04% 0 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: 1,830 shares; 2024Q4: 1,785 shares; 2025Q1: 1,697 shares; 2025Q2: 1,537 shares; 2025Q3: 1,683 shares; 2025Q4: 1,128 shares; 2026Q1: 1,244 shares 1,244 $122K 0.04% +116 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 586 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 686 shares; 2026Q1: 433 shares 433 $122K 0.04% -253 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: 2,741 shares; 2024Q4: 5,665 shares; 2025Q1: 5,612 shares; 2025Q2: 5,088 shares; 2025Q3: 5,266 shares; 2025Q4: 5,296 shares; 2026Q1: 4,913 shares 4,913 $122K 0.04% -383 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: 1,494 shares; 2024Q4: 4,482 shares; 2025Q1: 4,137 shares; 2025Q2: 4,167 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 3,982 shares 3,982 $121K 0.04% -328 Timeline FTCS 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: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $120K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 2,011 shares 2,011 $118K 0.03% +147 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 1,566 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares 1,466 $118K 0.03% 0 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: 343 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $118K 0.03% 0 Timeline IBDR 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: 3,425 shares; 2024Q4: 4,844 shares; 2025Q1: 4,842 shares; 2025Q2: 4,842 shares; 2025Q3: 4,842 shares; 2025Q4: 4,842 shares; 2026Q1: 4,842 shares 4,842 $117K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 709 shares; 2025Q2: 456 shares; 2025Q3: 417 shares; 2025Q4: 395 shares; 2026Q1: 401 shares 401 $116K 0.03% +6 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: 378 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 528 shares; 2025Q3: 511 shares; 2025Q4: 436 shares; 2026Q1: 637 shares 637 $116K 0.03% +201 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 5,277 shares 5,277 $115K 0.03% +683 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: 3,163 shares; 2024Q4: 2,940 shares; 2025Q1: 2,950 shares; 2025Q2: 2,915 shares; 2025Q3: 2,259 shares; 2025Q4: 2,229 shares; 2026Q1: 2,182 shares 2,182 $115K 0.03% -47 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 1,272 shares; 2025Q3: 1,259 shares; 2025Q4: 1,031 shares; 2026Q1: 1,247 shares 1,247 $115K 0.03% +216 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $114K 0.03% 0 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: 966 shares; 2024Q4: 1,056 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 2,720 shares; 2025Q4: 2,648 shares; 2026Q1: 2,059 shares 2,059 $114K 0.03% -589 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,581 shares; 2025Q1: 3,581 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares 5,015 $113K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,105 shares 1,105 $111K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $110K 0.03% 0 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: 830 shares; 2024Q4: 430 shares; 2025Q1: 896 shares; 2025Q2: 871 shares; 2025Q3: 1,307 shares; 2025Q4: 1,305 shares; 2026Q1: 926 shares 926 $110K 0.03% -379 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 513 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 484 shares; 2025Q4: 288 shares; 2026Q1: 369 shares 369 $109K 0.03% +81 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: 883 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $108K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $108K 0.03% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $107K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 197 shares; 2025Q2: 186 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 241 shares 241 $107K 0.03% +43 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $105K 0.03% 0 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: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $104K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 21,025 shares; 2025Q1: 25,396 shares; 2025Q2: 25,396 shares; 2025Q3: 25,396 shares; 2025Q4: 18,202 shares; 2026Q1: 4,525 shares 4,525 $104K 0.03% -13,677 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,726 shares; 2025Q1: 1,334 shares; 2025Q2: 1,745 shares; 2025Q3: 1,940 shares; 2025Q4: 2,066 shares; 2026Q1: 2,164 shares 2,164 $104K 0.03% +98 Timeline JAVA 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: 368 shares; 2024Q4: 483 shares; 2025Q1: 588 shares; 2025Q2: 1,288 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares 1,438 $103K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 807 shares; 2026Q1: 924 shares 924 $103K 0.03% +117 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 683 shares; 2025Q3: 627 shares; 2025Q4: 617 shares; 2026Q1: 1,025 shares 1,025 $103K 0.03% +408 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $102K 0.03% 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: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares 1,277 $101K 0.03% 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $101K 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: 737 shares; 2024Q4: 730 shares; 2025Q1: 450 shares; 2025Q2: 365 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 678 shares 678 $99.2K 0.03% +234 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: 1,100 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $98.3K 0.03% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,172 shares 1,172 $96.6K 0.03% -278 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: 690 shares; 2024Q4: 690 shares; 2025Q1: 767 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 491 shares; 2026Q1: 444 shares 444 $93.8K 0.03% -47 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 197 shares 197 $93.2K 0.03% -25 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: 891 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $92.1K 0.03% 0 Timeline VNQI 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: 1,935 shares; 2024Q4: 1,954 shares; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $90.9K 0.03% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $90.6K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 594 shares; 2025Q4: 621 shares; 2026Q1: 736 shares 736 $90.4K 0.03% +115 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 503 shares; 2025Q1: 274 shares; 2025Q2: 451 shares; 2025Q3: 467 shares; 2025Q4: 476 shares; 2026Q1: 523 shares 523 $89.5K 0.03% +47 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 3,026 shares; 2026Q1: 4,148 shares 4,148 $89.5K 0.03% +1,122 Timeline AGGY 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $89.4K 0.03% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $89K 0.03% 0 Timeline FTA 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: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares 963 $88.9K 0.03% 0 Timeline EQWL 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares 766 $88.3K 0.03% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 935 shares; 2025Q4: 956 shares; 2026Q1: 956 shares 956 $88.2K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 351 shares 351 $88K 0.03% +113 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: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares 1,069 $87.6K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $86.7K 0.03% 0 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 119 shares 119 $86.7K 0.03% +70 Timeline IWL 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $86.2K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares 1,852 $85.9K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $85.7K 0.03% 0 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $84.9K 0.03% 0 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $83.4K 0.02% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $82.4K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 493 shares 493 $80.9K 0.02% +111 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,038 shares; 2025Q1: 938 shares; 2025Q2: 843 shares; 2025Q3: 593 shares; 2025Q4: 689 shares; 2026Q1: 1,076 shares 1,076 $80.1K 0.02% +387 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares 1,470 $78.2K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,255 shares; 2025Q2: 1,348 shares; 2025Q3: 1,632 shares; 2025Q4: 1,431 shares; 2026Q1: 1,242 shares 1,242 $77.9K 0.02% -189 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $77.2K 0.02% 0 Timeline IBDS 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: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $77K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $76.4K 0.02% 0 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,373 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares 2,134 $75.2K 0.02% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: not reported; 2026Q1: 6,835 shares 6,835 $75K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 237 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 234 shares 234 $75K 0.02% -9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $74.7K 0.02% 0 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: 125 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 220 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $74.6K 0.02% 0 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares 1,926 $74.4K 0.02% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,322 shares; 2025Q1: 6,673 shares; 2025Q2: 7,427 shares; 2025Q3: 7,427 shares; 2025Q4: 7,427 shares; 2026Q1: 7,427 shares 7,427 $74.3K 0.02% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $74.1K 0.02% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $73.8K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 2,013 shares; 2025Q4: 1,250 shares; 2026Q1: 2,306 shares 2,306 $73.8K 0.02% +1,056 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares; 2025Q3: 4,006 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares 4,006 $73.7K 0.02% 0 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares 2,493 $73.4K 0.02% 0 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: 1,978 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $73.4K 0.02% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,001 shares; 2025Q1: 2,610 shares; 2025Q2: 2,454 shares; 2025Q3: 1,279 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $72.7K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares 2,425 $71.5K 0.02% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares 2,086 $71K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 199 shares 199 $70.9K 0.02% +121 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: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $70.5K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 1,270 shares; 2025Q2: 1,253 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $69.8K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,245 shares; 2025Q1: 918 shares; 2025Q2: 919 shares; 2025Q3: 921 shares; 2025Q4: 923 shares; 2026Q1: 925 shares 925 $69.6K 0.02% +2 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: not reported; 2026Q1: 900 shares 900 $68.5K 0.02% new Timeline USIG 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: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,334 shares 1,334 $68.3K 0.02% +75 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: 512 shares; 2024Q4: 501 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares 471 $68.2K 0.02% 0 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: not reported; 2026Q1: 586 shares 586 $67.6K 0.02% new 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: 1,000 shares; 2024Q4: 700 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $67.5K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 3,964 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares; 2026Q1: 4,016 shares 4,016 $67.5K 0.02% 0 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: 800 shares; 2024Q4: 930 shares; 2025Q1: 880 shares; 2025Q2: 754 shares; 2025Q3: 743 shares; 2025Q4: 616 shares; 2026Q1: 1,187 shares 1,187 $66.8K 0.02% +571 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $66.5K 0.02% 0 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: 1,336 shares; 2024Q4: 1,087 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,062 shares; 2025Q4: 1,065 shares; 2026Q1: 1,071 shares 1,071 $66.2K 0.02% +6 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: 98 shares; 2024Q4: 91 shares; 2025Q1: 102 shares; 2025Q2: 127 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 226 shares 226 $66.2K 0.02% +111 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares 1,143 $65.8K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 572 shares 572 $65.2K 0.02% +24 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 341 shares 341 $64.7K 0.02% +195 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,491 shares; 2025Q4: 4,491 shares; 2026Q1: 4,491 shares 4,491 $64.4K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 37 shares 37 $64K 0.02% +10 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $63.9K 0.02% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $63.5K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $63.4K 0.02% new 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: 91 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 74 shares; 2026Q1: 73 shares 73 $63.2K 0.02% -1 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: 18 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $63.2K 0.02% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,509 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $62.9K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares 1,343 $62.1K 0.02% 0 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $61.6K 0.02% 0 Timeline FSIG 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: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares 3,206 $60.7K 0.02% 0 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: 62 shares; 2024Q4: 802 shares; 2025Q1: 817 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 882 shares 882 $60.7K 0.02% +51 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $60.6K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $60.2K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,291 shares 1,291 $60K 0.02% +191 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,391 shares; 2025Q1: 3,899 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $59.7K 0.02% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $59.3K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $59.2K 0.02% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 481 shares 481 $58.5K 0.02% +149 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362 $58.4K 0.02% 0 Timeline IVOV 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: 64 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 572 shares 572 $58.3K 0.02% -6 Timeline FTC 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 378 shares 378 $58.3K 0.02% -122 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: 783 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 157 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 709 shares 709 $57.6K 0.02% +89 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $57.5K 0.02% 0 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: 840 shares; 2024Q4: 1,240 shares; 2025Q1: 1,042 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $57.2K 0.02% 0 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: 407 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 935 shares 935 $57.1K 0.02% +320 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 693 shares; 2025Q4: 711 shares; 2026Q1: 696 shares 696 $57K 0.02% -15 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 300 shares; 2025Q1: 956 shares; 2025Q2: 982 shares; 2025Q3: 865 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $56.7K 0.02% 0 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: 538 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $56.6K 0.02% 0 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $56.6K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 873 shares; 2026Q1: 873 shares 873 $56.4K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,754 shares; 2025Q1: 2,432 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $56.2K 0.02% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $56.1K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 308 shares; 2025Q4: 316 shares; 2026Q1: 373 shares 373 $56K 0.02% +57 Timeline SPTS 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: 650 shares; 2024Q4: 900 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,709 shares; 2025Q4: 1,767 shares; 2026Q1: 1,900 shares 1,900 $55.4K 0.02% +133 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $54.9K 0.02% 0 Timeline FTSM 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $54.7K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares 1,329 $54.6K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,399 shares; 2025Q3: 2,360 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares 1,982 $54.4K 0.02% 0 Timeline VXF 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: 606 shares; 2024Q4: 606 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $54.1K 0.02% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares 1,962 $53.3K 0.02% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 969 shares; 2025Q1: 945 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 1,324 shares; 2026Q1: 1,308 shares 1,308 $52.9K 0.02% -16 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares; 2026Q1: 1,150 shares 1,150 $52.8K 0.02% +350 Timeline JQUA 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: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,127 shares; 2025Q3: 1,005 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852 $52.2K 0.02% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,176 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $52K 0.02% 0 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: 156 shares; 2024Q4: 1,249 shares; 2025Q1: 961 shares; 2025Q2: 2,390 shares; 2025Q3: 2,336 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares 1,866 $52K 0.02% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,021 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 4,569 shares; 2026Q1: 4,569 shares 4,569 $51.5K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $51.4K 0.02% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $50.9K 0.02% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 53 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $50.9K 0.02% 0 Timeline IBDT 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: 2,000 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 $50.7K 0.01% 0 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: 330 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 485 shares; 2026Q1: 1,485 shares 1,485 $50.3K 0.01% +1,000 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $50.3K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $50.3K 0.01% 0 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: 290 shares; 2024Q4: 494 shares; 2025Q1: 262 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $50.2K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 891 shares; 2025Q1: 1,695 shares; 2025Q2: 985 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares 963 $49.5K 0.01% 0 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: 331 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 679 shares; 2025Q4: 474 shares; 2026Q1: 474 shares 474 $49.1K 0.01% 0 Timeline VNLA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $48.9K 0.01% new Timeline RPG 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,045 shares 1,045 $48.8K 0.01% -140 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $48.8K 0.01% 0 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: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $48.5K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares 1,580 $48.2K 0.01% 0 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 509 shares 509 $47.8K 0.01% +23 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $47.6K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $45.7K 0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares 1,100 $44.6K 0.01% +100 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares 951 $44.5K 0.01% new 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $44K 0.01% 0 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $44K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 1,932 shares; 2025Q1: 766 shares; 2025Q2: 468 shares; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares; 2026Q1: 606 shares 606 $43.5K 0.01% -613 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: 962 shares; 2024Q4: 838 shares; 2025Q1: 662 shares; 2025Q2: 622 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $43.4K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 2,885 shares; 2025Q1: 2,391 shares; 2025Q2: 2,184 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $42.8K 0.01% 0 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: 328 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 566 shares 566 $42.6K 0.01% +226 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: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $42.3K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,694 shares 1,694 $42.1K 0.01% 0 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $42.1K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 973 shares 973 $42K 0.01% +130 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 110 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $41.7K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: not reported; 2026Q1: 3,655 shares 3,655 $41K 0.01% new 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: 428 shares; 2024Q4: 388 shares; 2025Q1: 438 shares; 2025Q2: 340 shares; 2025Q3: 345 shares; 2025Q4: 332 shares; 2026Q1: 327 shares 327 $41K 0.01% -5 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: 1,238 shares; 2024Q4: 1,004 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,104 shares 1,104 $40.7K 0.01% +58 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 502 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $40.5K 0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,134 shares; 2025Q1: 892 shares; 2025Q2: 539 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 818 shares 818 $40.5K 0.01% -272 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $39.5K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,258 shares; 2025Q1: 2,272 shares; 2025Q2: 2,398 shares; 2025Q3: 2,596 shares; 2025Q4: 2,596 shares; 2026Q1: 2,504 shares 2,504 $39.4K 0.01% -92 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,090 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $39K 0.01% 0 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $38.6K 0.01% 0 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: 1,100 shares; 2024Q4: 1,034 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 754 shares 754 $38.2K 0.01% +232 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 136 shares; 2025Q1: 175 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 382 shares 382 $38.1K 0.01% +2 Timeline XLG 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: 691 shares; 2024Q4: 692 shares; 2025Q1: 733 shares; 2025Q2: 735 shares; 2025Q3: 696 shares; 2025Q4: 697 shares; 2026Q1: 698 shares 698 $38.1K 0.01% +1 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,375 shares 3,375 $38.1K 0.01% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565 shares 565 $37.7K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $37.5K 0.01% 0 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $37.2K 0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $36.6K 0.01% 0 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: 332 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $36.1K 0.01% 0 Timeline TFI 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: 766 shares; 2024Q4: 774 shares; 2025Q1: 778 shares; 2025Q2: 784 shares; 2025Q3: 791 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793 $36K 0.01% 0 Timeline