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: 108,631 shares; 2024Q4: 112,683 shares; 2025Q1: 116,759 shares; 2025Q2: 173,222 shares; 2025Q3: 174,839 shares; 2025Q4: 172,387 shares; 2026Q1: 183,598 shares 183,598 $58.9M 4.03% +11,211 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: 228,072 shares; 2024Q4: 226,064 shares; 2025Q1: 226,566 shares; 2025Q2: 229,256 shares; 2025Q3: 228,541 shares; 2025Q4: 229,235 shares; 2026Q1: 217,355 shares 217,355 $55.2M 3.77% -11,880 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: 257,275 shares; 2024Q4: 263,448 shares; 2025Q1: 272,059 shares; 2025Q2: 279,105 shares; 2025Q3: 281,427 shares; 2025Q4: 281,667 shares; 2026Q1: 283,133 shares 283,133 $54.3M 3.71% +1,466 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: 283,036 shares; 2024Q4: 292,873 shares; 2025Q1: 292,163 shares; 2025Q2: 296,759 shares; 2025Q3: 301,424 shares; 2025Q4: 304,969 shares; 2026Q1: 306,905 shares 306,905 $45.5M 3.11% +1,936 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: 129,300 shares; 2024Q4: 137,392 shares; 2025Q1: 144,096 shares; 2025Q2: 146,144 shares; 2025Q3: 155,458 shares; 2025Q4: 158,310 shares; 2026Q1: 163,687 shares 163,687 $42.9M 2.93% +5,377 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: 383,277 shares; 2024Q4: 398,208 shares; 2025Q1: 416,881 shares; 2025Q2: 443,356 shares; 2025Q3: 476,216 shares; 2025Q4: 495,262 shares; 2026Q1: 525,948 shares 525,948 $39.5M 2.7% +30,686 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: 48,392 shares; 2024Q4: 49,751 shares; 2025Q1: 58,747 shares; 2025Q2: 59,797 shares; 2025Q3: 64,651 shares; 2025Q4: 64,746 shares; 2026Q1: 65,744 shares 65,744 $37.9M 2.59% +998 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: 45,658 shares; 2024Q4: 46,634 shares; 2025Q1: 47,956 shares; 2025Q2: 49,677 shares; 2025Q3: 50,663 shares; 2025Q4: 50,875 shares; 2026Q1: 52,734 shares 52,734 $34.4M 2.35% +1,859 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: 51,152 shares; 2024Q4: 52,143 shares; 2025Q1: 52,874 shares; 2025Q2: 53,780 shares; 2025Q3: 53,521 shares; 2025Q4: 51,781 shares; 2026Q1: 50,085 shares 50,085 $32.6M 2.23% -1,696 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: 148,254 shares; 2024Q4: 146,352 shares; 2025Q1: 152,179 shares; 2025Q2: 160,040 shares; 2025Q3: 159,391 shares; 2025Q4: 169,404 shares; 2026Q1: 177,964 shares 177,964 $31M 2.12% +8,560 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: 82,907 shares; 2024Q4: 82,366 shares; 2025Q1: 82,378 shares; 2025Q2: 84,014 shares; 2025Q3: 84,352 shares; 2025Q4: 86,219 shares; 2026Q1: 82,516 shares 82,516 $30.5M 2.09% -3,703 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: 412,551 shares; 2024Q4: 415,117 shares; 2025Q1: 422,995 shares; 2025Q2: 442,058 shares; 2025Q3: 441,939 shares; 2025Q4: 438,733 shares; 2026Q1: 387,943 shares 387,943 $24.9M 1.7% -50,790 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: 75,771 shares; 2024Q4: 75,366 shares; 2025Q1: 78,467 shares; 2025Q2: 82,097 shares; 2025Q3: 82,291 shares; 2025Q4: 83,311 shares; 2026Q1: 83,962 shares 83,962 $24.1M 1.65% +651 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: 331,376 shares; 2024Q4: 340,344 shares; 2025Q1: 382,194 shares; 2025Q2: 387,766 shares; 2025Q3: 391,412 shares; 2025Q4: 381,952 shares; 2026Q1: 411,924 shares 411,924 $23.3M 1.6% +29,972 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: 280,331 shares; 2024Q4: 280,174 shares; 2025Q1: 297,644 shares; 2025Q2: 314,947 shares; 2025Q3: 314,812 shares; 2025Q4: 315,635 shares; 2026Q1: 308,548 shares 308,548 $20.8M 1.42% -7,087 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: 85,901 shares; 2024Q4: 83,802 shares; 2025Q1: 83,671 shares; 2025Q2: 83,809 shares; 2025Q3: 85,210 shares; 2025Q4: 86,222 shares; 2026Q1: 80,710 shares 80,710 $19.7M 1.35% -5,512 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: 60,762 shares; 2024Q4: 61,710 shares; 2025Q1: 61,746 shares; 2025Q2: 60,650 shares; 2025Q3: 60,355 shares; 2025Q4: 60,994 shares; 2026Q1: 62,132 shares 62,132 $19.2M 1.31% +1,138 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: 175,692 shares; 2024Q4: 177,180 shares; 2025Q1: 173,049 shares; 2025Q2: 178,339 shares; 2025Q3: 177,758 shares; 2025Q4: 178,061 shares; 2026Q1: 153,802 shares 153,802 $19.1M 1.31% -24,259 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: 330,991 shares; 2024Q4: 1,042,402 shares; 2025Q1: 668,762 shares; 2025Q2: 657,646 shares; 2025Q3: 614,814 shares; 2025Q4: 600,635 shares; 2026Q1: 607,418 shares 607,418 $18.6M 1.27% +6,783 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,927 shares; 2025Q1: 146,752 shares; 2025Q2: 166,355 shares; 2025Q3: 186,478 shares; 2025Q4: 197,401 shares; 2026Q1: 207,969 shares 207,969 $18.3M 1.25% +10,568 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: 40,368 shares; 2024Q4: 40,098 shares; 2025Q1: 40,195 shares; 2025Q2: 40,337 shares; 2025Q3: 39,737 shares; 2025Q4: 39,752 shares; 2026Q1: 37,789 shares 37,789 $18.1M 1.24% -1,963 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: 168,109 shares; 2024Q4: 174,739 shares; 2025Q1: 183,355 shares; 2025Q2: 195,254 shares; 2025Q3: 205,004 shares; 2025Q4: 228,636 shares; 2026Q1: 239,899 shares 239,899 $17.7M 1.21% +11,263 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: 75,191 shares; 2024Q4: 79,855 shares; 2025Q1: 84,437 shares; 2025Q2: 85,245 shares; 2025Q3: 86,529 shares; 2025Q4: 85,024 shares; 2026Q1: 86,760 shares 86,760 $16.7M 1.14% +1,736 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: 70,051 shares; 2024Q4: 70,360 shares; 2025Q1: 74,535 shares; 2025Q2: 74,806 shares; 2025Q3: 76,115 shares; 2025Q4: 81,293 shares; 2026Q1: 79,483 shares 79,483 $16.6M 1.13% -1,810 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: 130,583 shares; 2024Q4: 128,850 shares; 2025Q1: 126,687 shares; 2025Q2: 125,634 shares; 2025Q3: 124,814 shares; 2025Q4: 130,927 shares; 2026Q1: 132,333 shares 132,333 $16.4M 1.12% +1,406 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: 55,975 shares; 2024Q4: 56,314 shares; 2025Q1: 57,717 shares; 2025Q2: 61,745 shares; 2025Q3: 61,743 shares; 2025Q4: 61,355 shares; 2026Q1: 59,101 shares 59,101 $14.7M 1% -2,254 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: 372,785 shares; 2024Q4: 372,785 shares; 2025Q1: 364,595 shares; 2025Q2: 395,316 shares; 2025Q3: 396,758 shares; 2025Q4: 397,491 shares; 2026Q1: 395,577 shares 395,577 $14.5M 0.99% -1,914 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,132 shares; 2024Q4: 380,670 shares; 2025Q1: 386,436 shares; 2025Q2: 391,729 shares; 2025Q3: 391,729 shares; 2025Q4: 391,729 shares; 2026Q1: 356,773 shares 356,773 $13.9M 0.95% -34,956 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: 198,707 shares; 2024Q4: 216,590 shares; 2025Q1: 244,025 shares; 2025Q2: 268,141 shares; 2025Q3: 292,122 shares; 2025Q4: 311,607 shares; 2026Q1: 337,663 shares 337,663 $13.4M 0.92% +26,056 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,734 shares; 2024Q4: 41,073 shares; 2025Q1: 40,914 shares; 2025Q2: 40,906 shares; 2025Q3: 40,641 shares; 2025Q4: 40,050 shares; 2026Q1: 40,503 shares 40,503 $11.9M 0.81% +453 Timeline HELO 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: 5,790 shares; 2025Q2: 39,388 shares; 2025Q3: 58,773 shares; 2025Q4: 89,917 shares; 2026Q1: 185,430 shares 185,430 $11.9M 0.81% +95,513 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,978 shares; 2024Q4: 306,211 shares; 2025Q1: 321,308 shares; 2025Q2: 328,564 shares; 2025Q3: 328,564 shares; 2025Q4: 328,564 shares; 2026Q1: 318,664 shares 318,664 $11.2M 0.76% -9,900 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 11,144 shares; 2025Q1: 13,201 shares; 2025Q2: 14,069 shares; 2025Q3: 14,414 shares; 2025Q4: 14,660 shares; 2026Q1: 17,566 shares 17,566 $10.1M 0.69% +2,906 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: 54,756 shares; 2024Q4: 54,822 shares; 2025Q1: 52,961 shares; 2025Q2: 48,931 shares; 2025Q3: 50,050 shares; 2025Q4: 56,488 shares; 2026Q1: 74,329 shares 74,329 $8.94M 0.61% +17,841 Timeline RDVI 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: 205,506 shares; 2024Q4: 240,095 shares; 2025Q1: 294,212 shares; 2025Q2: 318,232 shares; 2025Q3: 322,292 shares; 2025Q4: 342,206 shares; 2026Q1: 346,412 shares 346,412 $8.85M 0.6% +4,206 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: 45,253 shares; 2024Q4: 45,223 shares; 2025Q1: 47,106 shares; 2025Q2: 48,383 shares; 2025Q3: 50,013 shares; 2025Q4: 50,535 shares; 2026Q1: 51,630 shares 51,630 $8.5M 0.58% +1,095 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: 100,270 shares; 2024Q4: 102,403 shares; 2025Q1: 110,118 shares; 2025Q2: 112,647 shares; 2025Q3: 116,449 shares; 2025Q4: 124,777 shares; 2026Q1: 131,216 shares 131,216 $8.22M 0.56% +6,439 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: 55,968 shares; 2024Q4: 55,891 shares; 2025Q1: 56,356 shares; 2025Q2: 55,853 shares; 2025Q3: 57,363 shares; 2025Q4: 56,990 shares; 2026Q1: 55,845 shares 55,845 $8.07M 0.55% -1,145 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: 15,774 shares; 2024Q4: 15,566 shares; 2025Q1: 15,830 shares; 2025Q2: 15,858 shares; 2025Q3: 16,281 shares; 2025Q4: 16,936 shares; 2026Q1: 15,558 shares 15,558 $7.77M 0.53% -1,378 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 566,079 shares 566,079 $7.77M 0.53% new 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: 44,156 shares; 2024Q4: 43,633 shares; 2025Q1: 43,602 shares; 2025Q2: 43,352 shares; 2025Q3: 43,315 shares; 2025Q4: 43,152 shares; 2026Q1: 39,701 shares 39,701 $7.66M 0.52% -3,451 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: not reported; 2024Q4: 14,400 shares; 2025Q1: 89,347 shares; 2025Q2: 114,297 shares; 2025Q3: 161,572 shares; 2025Q4: 175,745 shares; 2026Q1: 193,437 shares 193,437 $7.63M 0.52% +17,692 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: 66,767 shares; 2024Q4: 67,460 shares; 2025Q1: 67,791 shares; 2025Q2: 71,809 shares; 2025Q3: 73,899 shares; 2025Q4: 76,243 shares; 2026Q1: 78,933 shares 78,933 $7.53M 0.51% +2,690 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: 91,199 shares; 2024Q4: 92,531 shares; 2025Q1: 100,323 shares; 2025Q2: 103,427 shares; 2025Q3: 102,606 shares; 2025Q4: 105,233 shares; 2026Q1: 108,978 shares 108,978 $7.44M 0.51% +3,745 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: 23,705 shares; 2024Q4: 23,524 shares; 2025Q1: 24,391 shares; 2025Q2: 24,725 shares; 2025Q3: 25,514 shares; 2025Q4: 25,273 shares; 2026Q1: 23,994 shares 23,994 $7.26M 0.5% -1,279 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: 123,359 shares; 2024Q4: 126,848 shares; 2025Q1: 131,671 shares; 2025Q2: 135,291 shares; 2025Q3: 135,194 shares; 2025Q4: 135,004 shares; 2026Q1: 127,450 shares 127,450 $6.89M 0.47% -7,554 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: 21,798 shares; 2024Q4: 23,139 shares; 2025Q1: 23,119 shares; 2025Q2: 23,104 shares; 2025Q3: 23,119 shares; 2025Q4: 22,944 shares; 2026Q1: 22,944 shares 22,944 $6.86M 0.47% 0 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: 6,316 shares; 2025Q1: 6,593 shares; 2025Q2: 6,654 shares; 2025Q3: 6,926 shares; 2025Q4: 6,951 shares; 2026Q1: 7,070 shares 7,070 $6.8M 0.46% +119 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,611 shares; 2024Q4: 11,618 shares; 2025Q1: 11,382 shares; 2025Q2: 10,982 shares; 2025Q3: 10,802 shares; 2025Q4: 10,832 shares; 2026Q1: 10,572 shares 10,572 $6.52M 0.45% -260 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: 206,442 shares; 2024Q4: 208,045 shares; 2025Q1: 209,331 shares; 2025Q2: 216,573 shares; 2025Q3: 216,573 shares; 2025Q4: 216,573 shares; 2026Q1: 187,793 shares 187,793 $6.36M 0.43% -28,780 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: 74,600 shares; 2024Q4: 74,578 shares; 2025Q1: 79,038 shares; 2025Q2: 78,830 shares; 2025Q3: 80,580 shares; 2025Q4: 84,177 shares; 2026Q1: 81,671 shares 81,671 $6.34M 0.43% -2,506 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: 5,043 shares; 2024Q4: 5,270 shares; 2025Q1: 5,372 shares; 2025Q2: 5,463 shares; 2025Q3: 5,823 shares; 2025Q4: 5,965 shares; 2026Q1: 6,332 shares 6,332 $6.31M 0.43% +367 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: 22,594 shares; 2024Q4: 21,956 shares; 2025Q1: 22,481 shares; 2025Q2: 22,554 shares; 2025Q3: 22,261 shares; 2025Q4: 23,951 shares; 2026Q1: 21,504 shares 21,504 $6.17M 0.42% -2,447 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: 10,683 shares; 2024Q4: 11,113 shares; 2025Q1: 11,143 shares; 2025Q2: 10,701 shares; 2025Q3: 10,532 shares; 2025Q4: 10,073 shares; 2026Q1: 10,108 shares 10,108 $6.04M 0.41% +35 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: 8,453 shares; 2024Q4: 8,783 shares; 2025Q1: 8,695 shares; 2025Q2: 8,750 shares; 2025Q3: 9,279 shares; 2025Q4: 10,287 shares; 2026Q1: 9,936 shares 9,936 $6.01M 0.41% -351 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: 13,259 shares; 2024Q4: 13,147 shares; 2025Q1: 13,423 shares; 2025Q2: 14,260 shares; 2025Q3: 13,849 shares; 2025Q4: 13,098 shares; 2026Q1: 15,753 shares 15,753 $5.86M 0.4% +2,655 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: 16,803 shares; 2024Q4: 16,901 shares; 2025Q1: 17,275 shares; 2025Q2: 17,386 shares; 2025Q3: 17,771 shares; 2025Q4: 17,672 shares; 2026Q1: 17,768 shares 17,768 $5.84M 0.4% +96 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,313 shares; 2025Q1: 26,148 shares; 2025Q2: 26,393 shares; 2025Q3: 28,089 shares; 2025Q4: 29,860 shares; 2026Q1: 26,467 shares 26,467 $5.66M 0.39% -3,393 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: 27,498 shares; 2024Q4: 25,050 shares; 2025Q1: 24,350 shares; 2025Q2: 24,221 shares; 2025Q3: 24,172 shares; 2025Q4: 37,386 shares; 2026Q1: 36,170 shares 36,170 $5.62M 0.38% -1,216 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: 4,946 shares; 2024Q4: 5,650 shares; 2025Q1: 6,130 shares; 2025Q2: 7,161 shares; 2025Q3: 7,853 shares; 2025Q4: 8,116 shares; 2026Q1: 7,735 shares 7,735 $5.48M 0.37% -381 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: 15,362 shares; 2024Q4: 15,278 shares; 2025Q1: 15,297 shares; 2025Q2: 14,296 shares; 2025Q3: 13,066 shares; 2025Q4: 11,983 shares; 2026Q1: 11,713 shares 11,713 $5.43M 0.37% -270 Timeline CCLFX CLIFFWATER CORP LNDNG-I More: the full row for CLIFFWATER CORP LNDNG-I 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: 287,638 shares; 2025Q4: 295,254 shares; 2026Q1: 512,028 shares 512,028 $5.4M 0.37% +216,774 Timeline ACWI 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: 28,185 shares; 2024Q4: 30,600 shares; 2025Q1: 30,575 shares; 2025Q2: 26,377 shares; 2025Q3: 36,732 shares; 2025Q4: 34,862 shares; 2026Q1: 37,990 shares 37,990 $5.26M 0.36% +3,128 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: 29,010 shares; 2024Q4: 28,082 shares; 2025Q1: 28,289 shares; 2025Q2: 27,067 shares; 2025Q3: 26,846 shares; 2025Q4: 26,380 shares; 2026Q1: 26,127 shares 26,127 $5.17M 0.35% -253 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: 20,169 shares; 2024Q4: 20,077 shares; 2025Q1: 20,043 shares; 2025Q2: 19,686 shares; 2025Q3: 19,860 shares; 2025Q4: 19,633 shares; 2026Q1: 19,836 shares 19,836 $5.16M 0.35% +203 Timeline AMG AMG More: the full row for AMG 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: 174,094 shares; 2026Q1: 192,800 shares 192,800 $5.14M 0.35% +18,706 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: 17,029 shares; 2024Q4: 16,882 shares; 2025Q1: 16,883 shares; 2025Q2: 16,882 shares; 2025Q3: 16,268 shares; 2025Q4: 16,153 shares; 2026Q1: 16,272 shares 16,272 $5.06M 0.35% +119 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: 70,754 shares; 2024Q4: 74,032 shares; 2025Q1: 76,100 shares; 2025Q2: 105,305 shares; 2025Q3: 107,686 shares; 2025Q4: 97,593 shares; 2026Q1: 99,445 shares 99,445 $4.96M 0.34% +1,852 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: 11,678 shares; 2024Q4: 11,618 shares; 2025Q1: 12,291 shares; 2025Q2: 12,454 shares; 2025Q3: 13,663 shares; 2025Q4: 14,060 shares; 2026Q1: 13,876 shares 13,876 $4.88M 0.33% -184 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: 31,118 shares; 2024Q4: 33,698 shares; 2025Q1: 34,375 shares; 2025Q2: 34,881 shares; 2025Q3: 36,613 shares; 2025Q4: 32,244 shares; 2026Q1: 33,382 shares 33,382 $4.65M 0.32% +1,138 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: 10,651 shares; 2024Q4: 11,049 shares; 2025Q1: 11,295 shares; 2025Q2: 11,544 shares; 2025Q3: 12,379 shares; 2025Q4: 12,536 shares; 2026Q1: 15,217 shares 15,217 $4.6M 0.31% +2,681 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: 64,117 shares; 2024Q4: 72,262 shares; 2025Q1: 68,033 shares; 2025Q2: 63,722 shares; 2025Q3: 61,388 shares; 2025Q4: 60,514 shares; 2026Q1: 58,801 shares 58,801 $4.53M 0.31% -1,713 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: 12,205 shares; 2024Q4: 12,061 shares; 2025Q1: 15,874 shares; 2025Q2: 15,148 shares; 2025Q3: 15,057 shares; 2025Q4: 15,189 shares; 2026Q1: 15,722 shares 15,722 $4.52M 0.31% +533 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: 2,607 shares; 2024Q4: 2,699 shares; 2025Q1: 2,801 shares; 2025Q2: 2,983 shares; 2025Q3: 3,068 shares; 2025Q4: 2,999 shares; 2026Q1: 3,064 shares 3,064 $4.51M 0.31% +65 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,656 shares; 2024Q4: 32,795 shares; 2025Q1: 35,210 shares; 2025Q2: 35,665 shares; 2025Q3: 36,460 shares; 2025Q4: 35,707 shares; 2026Q1: 37,782 shares 37,782 $4.48M 0.31% +2,075 Timeline BOTZ 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: 57,517 shares; 2024Q4: 62,794 shares; 2025Q1: 76,927 shares; 2025Q2: 101,218 shares; 2025Q3: 108,530 shares; 2025Q4: 121,194 shares; 2026Q1: 134,781 shares 134,781 $4.48M 0.31% +13,587 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: 23,794 shares; 2024Q4: 24,533 shares; 2025Q1: 24,410 shares; 2025Q2: 23,814 shares; 2025Q3: 23,830 shares; 2025Q4: 26,157 shares; 2026Q1: 26,201 shares 26,201 $4.45M 0.3% +44 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: 61,530 shares; 2024Q4: 61,117 shares; 2025Q1: 62,854 shares; 2025Q2: 62,819 shares; 2025Q3: 63,466 shares; 2025Q4: 62,107 shares; 2026Q1: 58,026 shares 58,026 $4.41M 0.3% -4,081 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: 21,683 shares; 2024Q4: 20,433 shares; 2025Q1: 44,953 shares; 2025Q2: 56,182 shares; 2025Q3: 67,299 shares; 2025Q4: 71,633 shares; 2026Q1: 77,679 shares 77,679 $4.31M 0.29% +6,046 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: 23,824 shares; 2024Q4: 27,089 shares; 2025Q1: 29,539 shares; 2025Q2: 33,026 shares; 2025Q3: 36,018 shares; 2025Q4: 37,093 shares; 2026Q1: 18,404 shares 18,404 $4.31M 0.29% -18,689 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 14,582 shares; 2025Q1: 16,022 shares; 2025Q2: 16,166 shares; 2025Q3: 16,535 shares; 2025Q4: 16,856 shares; 2026Q1: 17,404 shares 17,404 $4.3M 0.29% +548 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: 18,245 shares; 2024Q4: 17,531 shares; 2025Q1: 18,155 shares; 2025Q2: 18,071 shares; 2025Q3: 19,506 shares; 2025Q4: 19,695 shares; 2026Q1: 20,298 shares 20,298 $4.2M 0.29% +603 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: 17,844 shares; 2024Q4: 16,698 shares; 2025Q1: 17,373 shares; 2025Q2: 17,788 shares; 2025Q3: 18,207 shares; 2025Q4: 17,381 shares; 2026Q1: 16,359 shares 16,359 $3.97M 0.27% -1,022 Timeline USFR 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: 14,919 shares; 2024Q4: 32,650 shares; 2025Q1: 29,450 shares; 2025Q2: 24,629 shares; 2025Q3: 34,035 shares; 2025Q4: 37,845 shares; 2026Q1: 77,959 shares 77,959 $3.92M 0.27% +40,114 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: 3,757 shares; 2024Q4: 3,711 shares; 2025Q1: 3,684 shares; 2025Q2: 3,777 shares; 2025Q3: 3,728 shares; 2025Q4: 4,289 shares; 2026Q1: 4,259 shares 4,259 $3.92M 0.27% -30 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: 15,630 shares; 2024Q4: 16,972 shares; 2025Q1: 16,790 shares; 2025Q2: 16,371 shares; 2025Q3: 15,149 shares; 2025Q4: 17,719 shares; 2026Q1: 17,088 shares 17,088 $3.68M 0.25% -631 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: 7,406 shares; 2024Q4: 7,851 shares; 2025Q1: 8,303 shares; 2025Q2: 9,032 shares; 2025Q3: 9,766 shares; 2025Q4: 9,916 shares; 2026Q1: 10,495 shares 10,495 $3.59M 0.25% +579 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: 11,300 shares; 2024Q4: 15,247 shares; 2025Q1: 15,358 shares; 2025Q2: 16,485 shares; 2025Q3: 16,400 shares; 2025Q4: 16,490 shares; 2026Q1: 16,067 shares 16,067 $3.49M 0.24% -423 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: 70,333 shares; 2024Q4: 67,755 shares; 2025Q1: 71,217 shares; 2025Q2: 69,786 shares; 2025Q3: 69,467 shares; 2025Q4: 73,302 shares; 2026Q1: 71,553 shares 71,553 $3.49M 0.24% -1,749 Timeline CLIFFWATER ENHANCED LENDING… CLIFFWATER ENHANCED LENDING I More: the full row for CLIFFWATER ENHANCED LENDING I 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: 121,786 shares; 2025Q4: 144,258 shares; 2026Q1: 314,847 shares 314,847 $3.47M 0.24% +170,589 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: 38,099 shares; 2024Q4: 105,252 shares; 2025Q1: 122,718 shares; 2025Q2: 108,740 shares; 2025Q3: 107,075 shares; 2025Q4: 108,296 shares; 2026Q1: 108,666 shares 108,666 $3.36M 0.23% +370 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: 29,957 shares; 2024Q4: 30,270 shares; 2025Q1: 31,409 shares; 2025Q2: 30,873 shares; 2025Q3: 33,399 shares; 2025Q4: 34,249 shares; 2026Q1: 34,847 shares 34,847 $3.36M 0.23% +598 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,497 shares 4,497 $3.16M 0.22% new Timeline IXUS 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: 32,405 shares; 2024Q4: 32,285 shares; 2025Q1: 39,129 shares; 2025Q2: 35,388 shares; 2025Q3: 35,796 shares; 2025Q4: 35,189 shares; 2026Q1: 35,560 shares 35,560 $3.08M 0.21% +371 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 4,528 shares; 2025Q1: 4,357 shares; 2025Q2: 5,902 shares; 2025Q3: 5,926 shares; 2025Q4: 8,692 shares; 2026Q1: 8,889 shares 8,889 $3M 0.21% +197 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,050 shares; 2026Q1: 170,050 shares 170,050 $2.94M 0.2% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,999 shares; 2024Q4: 85,493 shares; 2025Q1: 45,938 shares; 2025Q2: 44,137 shares; 2025Q3: 43,402 shares; 2025Q4: 42,336 shares; 2026Q1: 37,457 shares 37,457 $2.94M 0.2% -4,879 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: 42,988 shares; 2024Q4: 42,361 shares; 2025Q1: 43,342 shares; 2025Q2: 50,091 shares; 2025Q3: 50,813 shares; 2025Q4: 50,169 shares; 2026Q1: 49,238 shares 49,238 $2.93M 0.2% -931 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,849 shares; 2025Q1: 3,011 shares; 2025Q2: 3,126 shares; 2025Q3: 3,172 shares; 2025Q4: 32,079 shares; 2026Q1: 29,759 shares 29,759 $2.86M 0.2% -2,320 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: 55,026 shares; 2024Q4: 53,681 shares; 2025Q1: 52,716 shares; 2025Q2: 53,594 shares; 2025Q3: 51,946 shares; 2025Q4: 50,792 shares; 2026Q1: 54,371 shares 54,371 $2.73M 0.19% +3,579 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: 4,397 shares; 2024Q4: 4,353 shares; 2025Q1: 4,301 shares; 2025Q2: 4,428 shares; 2025Q3: 4,294 shares; 2025Q4: 5,507 shares; 2026Q1: 9,521 shares 9,521 $2.7M 0.18% +4,014 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 7,959 shares; 2025Q3: 9,896 shares; 2025Q4: 12,652 shares; 2026Q1: 18,171 shares 18,171 $2.66M 0.18% +5,519 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: 10,470 shares; 2024Q4: 10,316 shares; 2025Q1: 10,098 shares; 2025Q2: 9,885 shares; 2025Q3: 9,568 shares; 2025Q4: 12,545 shares; 2026Q1: 12,462 shares 12,462 $2.59M 0.18% -83 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: 2,648 shares; 2024Q4: 2,938 shares; 2025Q1: 2,934 shares; 2025Q2: 3,215 shares; 2025Q3: 3,164 shares; 2025Q4: 3,258 shares; 2026Q1: 3,022 shares 3,022 $2.56M 0.17% -236 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: 10,659 shares; 2024Q4: 10,910 shares; 2025Q1: 10,904 shares; 2025Q2: 11,458 shares; 2025Q3: 15,955 shares; 2025Q4: 17,841 shares; 2026Q1: 17,351 shares 17,351 $2.55M 0.17% -490 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: 17,836 shares; 2024Q4: 28,936 shares; 2025Q1: 40,036 shares; 2025Q2: 40,311 shares; 2025Q3: 43,811 shares; 2025Q4: 43,461 shares; 2026Q1: 43,956 shares 43,956 $2.53M 0.17% +495 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: 37,111 shares; 2024Q4: 29,405 shares; 2025Q1: 28,999 shares; 2025Q2: 29,003 shares; 2025Q3: 29,421 shares; 2025Q4: 28,739 shares; 2026Q1: 25,507 shares 25,507 $2.46M 0.17% -3,232 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: 38,600 shares; 2024Q4: 58,910 shares; 2025Q1: 62,245 shares; 2025Q2: 63,585 shares; 2025Q3: 61,185 shares; 2025Q4: 70,745 shares; 2026Q1: 70,745 shares 70,745 $2.39M 0.16% 0 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: 4,675 shares; 2024Q4: 4,673 shares; 2025Q1: 4,655 shares; 2025Q2: 4,525 shares; 2025Q3: 4,372 shares; 2025Q4: 4,494 shares; 2026Q1: 4,418 shares 4,418 $2.38M 0.16% -76 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,865 shares; 2024Q4: 30,185 shares; 2025Q1: 28,346 shares; 2025Q2: 28,250 shares; 2025Q3: 27,520 shares; 2025Q4: 23,948 shares; 2026Q1: 23,683 shares 23,683 $2.35M 0.16% -265 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: 16,581 shares; 2024Q4: 15,846 shares; 2025Q1: 15,818 shares; 2025Q2: 16,599 shares; 2025Q3: 17,208 shares; 2025Q4: 20,047 shares; 2026Q1: 20,320 shares 20,320 $2.3M 0.16% +273 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: 26,545 shares; 2024Q4: 28,479 shares; 2025Q1: 27,367 shares; 2025Q2: 25,831 shares; 2025Q3: 25,261 shares; 2025Q4: 26,123 shares; 2026Q1: 24,217 shares 24,217 $2.25M 0.15% -1,906 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,986 shares 47,986 $2.19M 0.15% new 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: 8,198 shares; 2024Q4: 8,068 shares; 2025Q1: 7,284 shares; 2025Q2: 10,160 shares; 2025Q3: 10,190 shares; 2025Q4: 10,264 shares; 2026Q1: 10,416 shares 10,416 $2.12M 0.14% +152 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: 2,398 shares; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,468 shares; 2025Q3: 2,626 shares; 2025Q4: 3,735 shares; 2026Q1: 4,918 shares 4,918 $2.12M 0.14% +1,183 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: 6,415 shares; 2024Q4: 6,905 shares; 2025Q1: 6,665 shares; 2025Q2: 8,021 shares; 2025Q3: 8,569 shares; 2025Q4: 8,616 shares; 2026Q1: 8,896 shares 8,896 $2.1M 0.14% +280 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: 744 shares; 2024Q4: 1,077 shares; 2025Q1: 1,219 shares; 2025Q2: 1,464 shares; 2025Q3: 1,688 shares; 2025Q4: 1,795 shares; 2026Q1: 1,918 shares 1,918 $2.09M 0.14% +123 Timeline SMERY SIEMENS ENERGY AG SPON ADR More: the full row for SIEMENS ENERGY AG SPON ADR 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: 12,397 shares 12,397 $2.09M 0.14% new 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: 6,099 shares; 2024Q4: 7,588 shares; 2025Q1: 7,435 shares; 2025Q2: 7,431 shares; 2025Q3: 7,350 shares; 2025Q4: 14,846 shares; 2026Q1: 14,941 shares 14,941 $1.99M 0.14% +95 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR 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: 127,319 shares 127,319 $1.96M 0.13% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 3,393 shares; 2025Q1: 4,237 shares; 2025Q2: 5,130 shares; 2025Q3: 5,661 shares; 2025Q4: 8,206 shares; 2026Q1: 8,280 shares 8,280 $1.91M 0.13% +74 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,769 shares; 2025Q3: 1,662 shares; 2025Q4: 1,970 shares; 2026Q1: 8,142 shares 8,142 $1.88M 0.13% +6,172 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,041 shares; 2025Q1: 1,528 shares; 2025Q2: 1,294 shares; 2025Q3: 1,527 shares; 2025Q4: 2,237 shares; 2026Q1: 2,415 shares 2,415 $1.87M 0.13% +178 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: 8,671 shares; 2024Q4: 12,266 shares; 2025Q1: 13,210 shares; 2025Q2: 12,950 shares; 2025Q3: 13,358 shares; 2025Q4: 13,658 shares; 2026Q1: 14,270 shares 14,270 $1.84M 0.13% +612 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,259 shares 18,259 $1.84M 0.13% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,333 shares; 2024Q4: 47,535 shares; 2025Q1: 46,152 shares; 2025Q2: 43,848 shares; 2025Q3: 43,053 shares; 2025Q4: 42,983 shares; 2026Q1: 44,043 shares 44,043 $1.81M 0.12% +1,060 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $1.77M 0.12% 0 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: 27,409 shares; 2024Q4: 26,065 shares; 2025Q1: 25,191 shares; 2025Q2: 23,527 shares; 2025Q3: 21,581 shares; 2025Q4: 19,831 shares; 2026Q1: 19,660 shares 19,660 $1.76M 0.12% -171 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: 17,898 shares; 2024Q4: 18,869 shares; 2025Q1: 20,919 shares; 2025Q2: 17,824 shares; 2025Q3: 15,693 shares; 2025Q4: 29,946 shares; 2026Q1: 28,643 shares 28,643 $1.74M 0.12% -1,303 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: 5,789 shares; 2024Q4: 6,210 shares; 2025Q1: 6,794 shares; 2025Q2: 6,643 shares; 2025Q3: 6,361 shares; 2025Q4: 5,234 shares; 2026Q1: 7,053 shares 7,053 $1.71M 0.12% +1,819 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: 6,310 shares; 2024Q4: 6,251 shares; 2025Q1: 6,225 shares; 2025Q2: 6,470 shares; 2025Q3: 6,490 shares; 2025Q4: 10,470 shares; 2026Q1: 10,671 shares 10,671 $1.7M 0.12% +201 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: 5,559 shares; 2024Q4: 6,288 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 7,221 shares; 2025Q4: 9,014 shares; 2026Q1: 10,257 shares 10,257 $1.7M 0.12% +1,243 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: 910 shares; 2024Q4: 1,948 shares; 2025Q1: 2,597 shares; 2025Q2: 3,056 shares; 2025Q3: 3,114 shares; 2025Q4: 3,647 shares; 2026Q1: 3,880 shares 3,880 $1.69M 0.12% +233 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: 3,079 shares; 2024Q4: 3,481 shares; 2025Q1: 4,669 shares; 2025Q2: 4,925 shares; 2025Q3: 5,848 shares; 2025Q4: 6,164 shares; 2026Q1: 6,702 shares 6,702 $1.64M 0.11% +538 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 9,131 shares; 2025Q1: 10,656 shares; 2025Q2: 11,672 shares; 2025Q3: 12,194 shares; 2025Q4: 12,886 shares; 2026Q1: 13,662 shares 13,662 $1.61M 0.11% +776 Timeline SMMD 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: 20,988 shares 20,988 $1.6M 0.11% new 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: 6,121 shares; 2024Q4: 7,156 shares; 2025Q1: 5,557 shares; 2025Q2: 6,844 shares; 2025Q3: 9,469 shares; 2025Q4: 14,547 shares; 2026Q1: 14,708 shares 14,708 $1.56M 0.11% +161 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $1.54M 0.11% 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: 4,192 shares; 2024Q4: 4,185 shares; 2025Q1: 4,167 shares; 2025Q2: 4,107 shares; 2025Q3: 4,114 shares; 2025Q4: 4,117 shares; 2026Q1: 4,309 shares 4,309 $1.54M 0.11% +192 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,470 shares; 2025Q1: 4,517 shares; 2025Q2: 4,617 shares; 2025Q3: 4,915 shares; 2025Q4: 5,901 shares; 2026Q1: 8,601 shares 8,601 $1.49M 0.1% +2,700 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 14,080 shares; 2025Q1: 14,004 shares; 2025Q2: 13,799 shares; 2025Q3: 13,420 shares; 2025Q4: 13,420 shares; 2026Q1: 12,482 shares 12,482 $1.48M 0.1% -938 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: 880 shares; 2024Q4: 914 shares; 2025Q1: 1,114 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,617 shares; 2026Q1: 2,078 shares 2,078 $1.45M 0.1% +461 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,092 shares; 2025Q1: 1,088 shares; 2025Q2: 1,153 shares; 2025Q3: 1,157 shares; 2025Q4: 1,607 shares; 2026Q1: 1,654 shares 1,654 $1.44M 0.1% +47 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: 3,535 shares; 2024Q4: 3,483 shares; 2025Q1: 3,311 shares; 2025Q2: 2,734 shares; 2025Q3: 2,671 shares; 2025Q4: 4,044 shares; 2026Q1: 4,049 shares 4,049 $1.44M 0.1% +5 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: 22,500 shares; 2024Q4: 23,630 shares; 2025Q1: 21,518 shares; 2025Q2: 21,662 shares; 2025Q3: 21,497 shares; 2025Q4: 21,246 shares; 2026Q1: 19,820 shares 19,820 $1.38M 0.09% -1,426 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: 48,116 shares; 2024Q4: 45,484 shares; 2025Q1: 48,935 shares; 2025Q2: 50,738 shares; 2025Q3: 50,199 shares; 2025Q4: 49,572 shares; 2026Q1: 47,497 shares 47,497 $1.38M 0.09% -2,075 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: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,350 shares 3,350 $1.37M 0.09% +200 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: 4,796 shares; 2024Q4: 11,762 shares; 2025Q1: 10,675 shares; 2025Q2: 11,056 shares; 2025Q3: 11,029 shares; 2025Q4: 10,770 shares; 2026Q1: 6,630 shares 6,630 $1.35M 0.09% -4,140 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: 1,628 shares; 2024Q4: 1,724 shares; 2025Q1: 1,508 shares; 2025Q2: 1,514 shares; 2025Q3: 4,920 shares; 2025Q4: 5,494 shares; 2026Q1: 5,561 shares 5,561 $1.33M 0.09% +67 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,532 shares 43,532 $1.33M 0.09% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 5,909 shares; 2025Q1: 3,532 shares; 2025Q2: 3,731 shares; 2025Q3: 3,960 shares; 2025Q4: 3,400 shares; 2026Q1: 3,451 shares 3,451 $1.32M 0.09% +51 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: 19,292 shares; 2024Q4: 25,515 shares; 2025Q1: 25,234 shares; 2025Q2: 32,485 shares; 2025Q3: 33,662 shares; 2025Q4: 28,934 shares; 2026Q1: 45,822 shares 45,822 $1.32M 0.09% +16,888 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,682 shares; 2025Q3: 10,321 shares; 2025Q4: 22,038 shares; 2026Q1: 26,293 shares 26,293 $1.31M 0.09% +4,255 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: 22,684 shares; 2024Q4: 44,634 shares; 2025Q1: 46,002 shares; 2025Q2: 46,003 shares; 2025Q3: 46,004 shares; 2025Q4: 45,683 shares; 2026Q1: 44,870 shares 44,870 $1.3M 0.09% -813 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: 1,746 shares; 2024Q4: 1,686 shares; 2025Q1: 1,829 shares; 2025Q2: 1,780 shares; 2025Q3: 1,769 shares; 2025Q4: 3,907 shares; 2026Q1: 3,899 shares 3,899 $1.27M 0.09% -8 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: 1,978 shares; 2024Q4: 2,501 shares; 2025Q1: 2,514 shares; 2025Q2: 2,573 shares; 2025Q3: 3,036 shares; 2025Q4: 3,037 shares; 2026Q1: 2,242 shares 2,242 $1.26M 0.09% -795 Timeline UNCRY UNICREDIT SPA-ADR More: the full row for UNICREDIT SPA-ADR 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: 34,925 shares 34,925 $1.26M 0.09% new Timeline OEF 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: 4,421 shares; 2024Q4: 3,902 shares; 2025Q1: 4,212 shares; 2025Q2: 4,165 shares; 2025Q3: 3,916 shares; 2025Q4: 3,889 shares; 2026Q1: 3,889 shares 3,889 $1.24M 0.08% 0 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: 17,285 shares; 2024Q4: 17,685 shares; 2025Q1: 17,221 shares; 2025Q2: 17,561 shares; 2025Q3: 17,564 shares; 2025Q4: 17,256 shares; 2026Q1: 17,441 shares 17,441 $1.22M 0.08% +185 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: 87,604 shares; 2024Q4: 64,981 shares; 2025Q1: 65,591 shares; 2025Q2: 66,284 shares; 2025Q3: 65,875 shares; 2025Q4: 61,337 shares; 2026Q1: 43,126 shares 43,126 $1.21M 0.08% -18,211 Timeline SOXX 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: 1,636 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares 3,545 $1.16M 0.08% 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: 2,323 shares; 2024Q4: 2,485 shares; 2025Q1: 2,530 shares; 2025Q2: 2,560 shares; 2025Q3: 2,567 shares; 2025Q4: 2,517 shares; 2026Q1: 2,346 shares 2,346 $1.16M 0.08% -171 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: 9,433 shares; 2024Q4: 9,308 shares; 2025Q1: 13,104 shares; 2025Q2: 13,082 shares; 2025Q3: 13,157 shares; 2025Q4: 11,588 shares; 2026Q1: 11,639 shares 11,639 $1.16M 0.08% +51 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: 5,841 shares; 2024Q4: 5,441 shares; 2025Q1: 4,882 shares; 2025Q2: 4,957 shares; 2025Q3: 4,900 shares; 2025Q4: 5,248 shares; 2026Q1: 4,966 shares 4,966 $1.12M 0.08% -282 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: 2,965 shares; 2024Q4: 2,592 shares; 2025Q1: 2,290 shares; 2025Q2: 2,338 shares; 2025Q3: 2,343 shares; 2025Q4: 3,569 shares; 2026Q1: 3,238 shares 3,238 $1.11M 0.08% -331 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: 6,183 shares; 2024Q4: 5,977 shares; 2025Q1: 5,705 shares; 2025Q2: 6,271 shares; 2025Q3: 5,884 shares; 2025Q4: 5,887 shares; 2026Q1: 5,518 shares 5,518 $1.1M 0.08% -369 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: 1,533 shares; 2024Q4: 2,430 shares; 2025Q1: 4,654 shares; 2025Q2: 4,425 shares; 2025Q3: 4,429 shares; 2025Q4: 5,145 shares; 2026Q1: 5,592 shares 5,592 $1.1M 0.07% +447 Timeline HYD 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: 17,875 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares; 2026Q1: 21,875 shares 21,875 $1.1M 0.07% -750 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: 9,424 shares; 2024Q4: 9,210 shares; 2025Q1: 9,207 shares; 2025Q2: 9,223 shares; 2025Q3: 9,281 shares; 2025Q4: 9,218 shares; 2026Q1: 8,207 shares 8,207 $1.08M 0.07% -1,011 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: 8,071 shares; 2024Q4: 8,377 shares; 2025Q1: 8,750 shares; 2025Q2: 8,034 shares; 2025Q3: 7,396 shares; 2025Q4: 8,242 shares; 2026Q1: 3,959 shares 3,959 $1.07M 0.07% -4,283 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: 11,520 shares; 2024Q4: 11,454 shares; 2025Q1: 11,384 shares; 2025Q2: 11,426 shares; 2025Q3: 11,257 shares; 2025Q4: 10,312 shares; 2026Q1: 11,482 shares 11,482 $1.06M 0.07% +1,170 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 641 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 622 shares; 2026Q1: 785 shares 785 $1.04M 0.07% +163 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: 861 shares; 2024Q4: 830 shares; 2025Q1: 865 shares; 2025Q2: 866 shares; 2025Q3: 859 shares; 2025Q4: 1,156 shares; 2026Q1: 1,182 shares 1,182 $1.02M 0.07% +26 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,603 shares; 2025Q2: 3,663 shares; 2025Q3: 3,663 shares; 2025Q4: 3,663 shares; 2026Q1: 3,169 shares 3,169 $1.02M 0.07% -494 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: 12,017 shares; 2024Q4: 11,481 shares; 2025Q1: 11,304 shares; 2025Q2: 11,710 shares; 2025Q3: 11,731 shares; 2025Q4: 11,939 shares; 2026Q1: 12,562 shares 12,562 $1M 0.07% +623 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: 4,461 shares; 2024Q4: 3,816 shares; 2025Q1: 3,793 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: 6,611 shares; 2026Q1: 5,455 shares 5,455 $994K 0.07% -1,156 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: 10,197 shares; 2024Q4: 10,140 shares; 2025Q1: 9,447 shares; 2025Q2: 9,631 shares; 2025Q3: 9,778 shares; 2025Q4: 9,994 shares; 2026Q1: 10,285 shares 10,285 $967K 0.07% +291 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: 4,937 shares; 2024Q4: 4,995 shares; 2025Q1: 4,390 shares; 2025Q2: 4,827 shares; 2025Q3: 4,182 shares; 2025Q4: 6,314 shares; 2026Q1: 4,783 shares 4,783 $949K 0.06% -1,531 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,415 shares; 2024Q4: 17,665 shares; 2025Q1: 17,705 shares; 2025Q2: 17,665 shares; 2025Q3: 17,276 shares; 2025Q4: 16,831 shares; 2026Q1: 17,189 shares 17,189 $944K 0.06% +358 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 3,034 shares; 2025Q1: 2,861 shares; 2025Q2: 2,452 shares; 2025Q3: 2,252 shares; 2025Q4: 5,669 shares; 2026Q1: 5,545 shares 5,545 $936K 0.06% -124 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: 11,809 shares; 2024Q4: 15,798 shares; 2025Q1: 15,798 shares; 2025Q2: 15,798 shares; 2025Q3: 15,798 shares; 2025Q4: 15,798 shares; 2026Q1: 9,538 shares 9,538 $927K 0.06% -6,260 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: 3,373 shares; 2024Q4: 3,414 shares; 2025Q1: 3,451 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,933 shares; 2026Q1: 3,146 shares 3,146 $918K 0.06% -787 Timeline FV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,720 shares 14,720 $890K 0.06% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,619 shares; 2025Q1: 2,995 shares; 2025Q2: 3,571 shares; 2025Q3: 3,916 shares; 2025Q4: 4,490 shares; 2026Q1: 4,692 shares 4,692 $875K 0.06% +202 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,028 shares; 2025Q1: 1,054 shares; 2025Q2: 1,102 shares; 2025Q3: 1,044 shares; 2025Q4: 1,114 shares; 2026Q1: 2,053 shares 2,053 $873K 0.06% +939 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: 3,217 shares; 2025Q1: 3,136 shares; 2025Q2: 4,998 shares; 2025Q3: 5,019 shares; 2025Q4: 8,394 shares; 2026Q1: 7,103 shares 7,103 $872K 0.06% -1,291 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: 8,576 shares; 2024Q4: 8,576 shares; 2025Q1: 9,396 shares; 2025Q2: 10,526 shares; 2025Q3: 10,389 shares; 2025Q4: 10,867 shares; 2026Q1: 10,482 shares 10,482 $867K 0.06% -385 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,031 shares; 2025Q2: 7,000 shares; 2025Q3: 6,300 shares; 2025Q4: 9,158 shares; 2026Q1: 9,158 shares 9,158 $858K 0.06% 0 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: 679 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 743 shares; 2025Q3: 748 shares; 2025Q4: 7,268 shares; 2026Q1: 8,112 shares 8,112 $848K 0.06% +844 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,481 shares; 2025Q1: 1,488 shares; 2025Q2: 1,570 shares; 2025Q3: 1,558 shares; 2025Q4: 1,641 shares; 2026Q1: 1,832 shares 1,832 $845K 0.06% +191 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,748 shares; 2025Q4: 6,270 shares; 2026Q1: 6,669 shares 6,669 $842K 0.06% +399 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,261 shares; 2024Q4: 9,261 shares; 2025Q1: 45,000 shares; 2025Q2: 45,188 shares; 2025Q3: 43,136 shares; 2025Q4: 30,376 shares; 2026Q1: 27,603 shares 27,603 $837K 0.06% -2,773 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 1,850 shares; 2025Q4: 2,014 shares; 2026Q1: 2,105 shares 2,105 $825K 0.06% +91 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,696 shares; 2026Q1: 46,059 shares 46,059 $809K 0.06% +3,363 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: 7,231 shares; 2024Q4: 7,051 shares; 2025Q1: 5,622 shares; 2025Q2: 6,202 shares; 2025Q3: 5,801 shares; 2025Q4: 5,933 shares; 2026Q1: 4,154 shares 4,154 $806K 0.06% -1,779 Timeline XAIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,625 shares; 2025Q4: 20,625 shares; 2026Q1: 20,055 shares 20,055 $800K 0.05% -570 Timeline ACWX 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: 11,665 shares; 2024Q4: 11,535 shares; 2025Q1: 11,535 shares; 2025Q2: 11,535 shares; 2025Q3: 11,335 shares; 2025Q4: 11,810 shares; 2026Q1: 11,632 shares 11,632 $796K 0.05% -178 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 572 shares 572 $789K 0.05% +8 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,717 shares; 2026Q1: 10,737 shares 10,737 $786K 0.05% +20 Timeline SKYY 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: 3,065 shares; 2024Q4: 3,059 shares; 2025Q1: 3,292 shares; 2025Q2: 3,460 shares; 2025Q3: 3,236 shares; 2025Q4: 7,036 shares; 2026Q1: 7,154 shares 7,154 $782K 0.05% +118 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: 5,776 shares; 2024Q4: 4,642 shares; 2025Q1: 3,613 shares; 2025Q2: 4,030 shares; 2025Q3: 3,985 shares; 2025Q4: 3,648 shares; 2026Q1: 5,821 shares 5,821 $768K 0.05% +2,173 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: 3,712 shares; 2024Q4: 3,670 shares; 2025Q1: 4,420 shares; 2025Q2: 3,670 shares; 2025Q3: 3,681 shares; 2025Q4: 4,756 shares; 2026Q1: 4,745 shares 4,745 $767K 0.05% -11 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: 13,292 shares; 2024Q4: not reported; 2025Q1: 9,949 shares; 2025Q2: 12,432 shares; 2025Q3: 13,419 shares; 2025Q4: 18,331 shares; 2026Q1: 17,344 shares 17,344 $765K 0.05% -987 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: 4,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,663 shares; 2026Q1: 12,895 shares 12,895 $758K 0.05% +1,232 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: 8,544 shares; 2024Q4: 25,146 shares; 2025Q1: 25,234 shares; 2025Q2: 25,236 shares; 2025Q3: 26,386 shares; 2025Q4: 26,997 shares; 2026Q1: 30,036 shares 30,036 $754K 0.05% +3,039 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: 5,381 shares; 2024Q4: 5,964 shares; 2025Q1: 8,706 shares; 2025Q2: 8,105 shares; 2025Q3: 8,543 shares; 2025Q4: 8,543 shares; 2026Q1: 8,162 shares 8,162 $753K 0.05% -381 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 828 shares; 2025Q1: 695 shares; 2025Q2: 608 shares; 2025Q3: 1,278 shares; 2025Q4: 1,302 shares; 2026Q1: 1,518 shares 1,518 $746K 0.05% +216 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: 4,755 shares; 2024Q4: 4,655 shares; 2025Q1: 4,655 shares; 2025Q2: 4,905 shares; 2025Q3: 5,805 shares; 2025Q4: 7,400 shares; 2026Q1: 7,600 shares 7,600 $738K 0.05% +200 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 7,603 shares; 2025Q3: 7,603 shares; 2025Q4: 6,103 shares; 2026Q1: 6,143 shares 6,143 $729K 0.05% +40 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,741 shares; 2024Q4: 6,741 shares; 2025Q1: 6,741 shares; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares; 2025Q4: 6,841 shares; 2026Q1: 6,566 shares 6,566 $728K 0.05% -275 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: 8,065 shares; 2024Q4: 8,089 shares; 2025Q1: 8,072 shares; 2025Q2: 8,234 shares; 2025Q3: 8,255 shares; 2025Q4: 9,748 shares; 2026Q1: 9,766 shares 9,766 $728K 0.05% +18 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 3,283 shares; 2026Q1: 3,352 shares 3,352 $726K 0.05% +69 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: 1,621 shares; 2024Q4: 1,781 shares; 2025Q1: 1,592 shares; 2025Q2: 1,573 shares; 2025Q3: 1,593 shares; 2025Q4: 2,266 shares; 2026Q1: 2,278 shares 2,278 $725K 0.05% +12 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares; 2026Q1: 2,670 shares 2,670 $722K 0.05% -5 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY 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: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 30,886 shares; 2026Q1: 27,516 shares 27,516 $719K 0.05% -3,370 Timeline JBND 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: 5,345 shares; 2025Q4: 11,160 shares; 2026Q1: 13,247 shares 13,247 $712K 0.05% +2,087 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,422 shares 11,422 $710K 0.05% new 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: 8,167 shares; 2024Q4: 8,002 shares; 2025Q1: 6,410 shares; 2025Q2: 6,241 shares; 2025Q3: 5,148 shares; 2025Q4: 7,441 shares; 2026Q1: 7,145 shares 7,145 $703K 0.05% -296 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: not reported; 2024Q4: 5,525 shares; 2025Q1: 10,376 shares; 2025Q2: 7,329 shares; 2025Q3: 8,658 shares; 2025Q4: 11,083 shares; 2026Q1: 13,776 shares 13,776 $697K 0.05% +2,693 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 6,193 shares; 2025Q1: 8,173 shares; 2025Q2: 8,554 shares; 2025Q3: 8,601 shares; 2025Q4: 8,621 shares; 2026Q1: 9,501 shares 9,501 $692K 0.05% +880 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,432 shares; 2024Q4: 13,898 shares; 2025Q1: 14,314 shares; 2025Q2: 10,470 shares; 2025Q3: 10,380 shares; 2025Q4: 10,380 shares; 2026Q1: 10,074 shares 10,074 $689K 0.05% -306 Timeline VYMI 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: 6,523 shares; 2024Q4: 8,023 shares; 2025Q1: 7,823 shares; 2025Q2: 7,829 shares; 2025Q3: 7,829 shares; 2025Q4: 7,823 shares; 2026Q1: 7,289 shares 7,289 $687K 0.05% -534 Timeline DON 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: 21,144 shares; 2024Q4: 20,446 shares; 2025Q1: 17,036 shares; 2025Q2: 14,960 shares; 2025Q3: 14,625 shares; 2025Q4: 13,868 shares; 2026Q1: 12,976 shares 12,976 $682K 0.05% -892 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: 3,236 shares; 2024Q4: 3,246 shares; 2025Q1: 3,449 shares; 2025Q2: 3,534 shares; 2025Q3: 3,360 shares; 2025Q4: 6,920 shares; 2026Q1: 11,102 shares 11,102 $680K 0.05% +4,182 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,721 shares; 2026Q1: 9,836 shares 9,836 $680K 0.05% +1,115 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: 1,190 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,282 shares; 2025Q3: 1,279 shares; 2025Q4: 3,192 shares; 2026Q1: 3,199 shares 3,199 $667K 0.05% +7 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: 4,360 shares; 2024Q4: 4,328 shares; 2025Q1: 4,368 shares; 2025Q2: 4,419 shares; 2025Q3: 4,201 shares; 2025Q4: 4,056 shares; 2026Q1: 2,893 shares 2,893 $665K 0.05% -1,163 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: 1,558 shares; 2024Q4: 1,552 shares; 2025Q1: 1,255 shares; 2025Q2: 1,315 shares; 2025Q3: 1,317 shares; 2025Q4: 1,487 shares; 2026Q1: 724 shares 724 $648K 0.04% -763 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: 10,941 shares; 2024Q4: 10,187 shares; 2025Q1: 9,963 shares; 2025Q2: 9,464 shares; 2025Q3: 9,357 shares; 2025Q4: 9,993 shares; 2026Q1: 10,311 shares 10,311 $637K 0.04% +318 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: 147 shares; 2024Q4: 143 shares; 2025Q1: 150 shares; 2025Q2: 148 shares; 2025Q3: 149 shares; 2025Q4: 245 shares; 2026Q1: 151 shares 151 $636K 0.04% -94 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 5,886 shares; 2026Q1: 5,854 shares 5,854 $634K 0.04% -32 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: 2,898 shares; 2024Q4: 2,849 shares; 2025Q1: 2,845 shares; 2025Q2: 2,809 shares; 2025Q3: 2,399 shares; 2025Q4: 6,073 shares; 2026Q1: 6,075 shares 6,075 $630K 0.04% +2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: 7,717 shares; 2025Q2: 7,423 shares; 2025Q3: 7,423 shares; 2025Q4: 7,510 shares; 2026Q1: 6,910 shares 6,910 $626K 0.04% -600 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,524 shares; 2025Q1: 1,565 shares; 2025Q2: 1,510 shares; 2025Q3: 1,971 shares; 2025Q4: 1,990 shares; 2026Q1: 1,971 shares 1,971 $619K 0.04% -19 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: 2,186 shares; 2024Q4: 2,095 shares; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,847 shares; 2026Q1: 3,198 shares 3,198 $606K 0.04% +351 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,235 shares; 2025Q1: 7,127 shares; 2025Q2: 7,188 shares; 2025Q3: 7,216 shares; 2025Q4: 7,825 shares; 2026Q1: 9,328 shares 9,328 $606K 0.04% +1,503 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: 3,904 shares; 2024Q4: 3,880 shares; 2025Q1: 3,851 shares; 2025Q2: 4,326 shares; 2025Q3: 4,338 shares; 2025Q4: 4,759 shares; 2026Q1: 4,796 shares 4,796 $606K 0.04% +37 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,629 shares; 2025Q1: 8,834 shares; 2025Q2: 8,960 shares; 2025Q3: 8,982 shares; 2025Q4: 7,908 shares; 2026Q1: 9,160 shares 9,160 $604K 0.04% +1,252 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: 5,643 shares; 2024Q4: 5,608 shares; 2025Q1: 5,965 shares; 2025Q2: 7,244 shares; 2025Q3: 7,151 shares; 2025Q4: 7,044 shares; 2026Q1: 5,879 shares 5,879 $604K 0.04% -1,165 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: 7,118 shares; 2024Q4: 7,118 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares; 2025Q4: 6,983 shares; 2026Q1: 6,845 shares 6,845 $603K 0.04% -138 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: 1,656 shares; 2024Q4: 1,637 shares; 2025Q1: 1,609 shares; 2025Q2: 1,660 shares; 2025Q3: 1,671 shares; 2025Q4: 1,569 shares; 2026Q1: 2,855 shares 2,855 $600K 0.04% +1,286 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 2,809 shares; 2026Q1: 2,817 shares 2,817 $597K 0.04% +8 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,510 shares; 2024Q4: 11,130 shares; 2025Q1: 11,945 shares; 2025Q2: 12,955 shares; 2025Q3: 10,593 shares; 2025Q4: 22,936 shares; 2026Q1: 26,001 shares 26,001 $597K 0.04% +3,065 Timeline Lord Abbett Flexible Inc Fu… Lord Abbett Flexible Inc Fund More: the full row for Lord Abbett Flexible Inc Fund 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: 59,642 shares; 2025Q4: 59,642 shares; 2026Q1: 59,642 shares 59,642 $596K 0.04% 0 XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 2,277 shares; 2026Q1: 2,322 shares 2,322 $590K 0.04% +45 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 11,337 shares; 2026Q1: 11,299 shares 11,299 $588K 0.04% -38 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,089 shares; 2025Q1: 4,184 shares; 2025Q2: 4,052 shares; 2025Q3: 3,977 shares; 2025Q4: 6,020 shares; 2026Q1: 4,887 shares 4,887 $580K 0.04% -1,133 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 9,850 shares; 2026Q1: 15,444 shares 15,444 $574K 0.04% +5,594 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: 11,929 shares; 2024Q4: 11,937 shares; 2025Q1: 11,928 shares; 2025Q2: 11,756 shares; 2025Q3: 11,149 shares; 2025Q4: 11,133 shares; 2026Q1: 6,731 shares 6,731 $574K 0.04% -4,402 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: 4,894 shares; 2024Q4: 5,179 shares; 2025Q1: 4,795 shares; 2025Q2: 4,884 shares; 2025Q3: 4,858 shares; 2025Q4: 4,927 shares; 2026Q1: 4,368 shares 4,368 $572K 0.04% -559 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: 3,436 shares; 2024Q4: 3,052 shares; 2025Q1: 2,805 shares; 2025Q2: 2,596 shares; 2025Q3: 2,735 shares; 2025Q4: 4,836 shares; 2026Q1: 4,322 shares 4,322 $571K 0.04% -514 Timeline HYG 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: 5,090 shares; 2024Q4: 5,468 shares; 2025Q1: 7,568 shares; 2025Q2: 8,193 shares; 2025Q3: 9,645 shares; 2025Q4: 8,030 shares; 2026Q1: 7,175 shares 7,175 $571K 0.04% -855 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 9,912 shares; 2026Q1: 8,819 shares 8,819 $571K 0.04% -1,093 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,650 shares; 2026Q1: 6,802 shares 6,802 $568K 0.04% -848 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,249 shares; 2025Q4: 2,223 shares; 2026Q1: 2,255 shares 2,255 $565K 0.04% +32 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares; 2025Q4: 2,227 shares; 2026Q1: 5,634 shares 5,634 $563K 0.04% +3,407 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: 4,063 shares; 2024Q4: 4,063 shares; 2025Q1: 4,112 shares; 2025Q2: 3,862 shares; 2025Q3: 3,812 shares; 2025Q4: 3,712 shares; 2026Q1: 3,581 shares 3,581 $547K 0.04% -131 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: 724 shares; 2024Q4: 691 shares; 2025Q1: 712 shares; 2025Q2: 733 shares; 2025Q3: 730 shares; 2025Q4: 882 shares; 2026Q1: 1,225 shares 1,225 $545K 0.04% +343 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: 5,156 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 4,961 shares; 2026Q1: 4,955 shares 4,955 $544K 0.04% -6 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,229 shares 43,229 $536K 0.04% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,658 shares; 2025Q1: 4,222 shares; 2025Q2: 3,928 shares; 2025Q3: 3,743 shares; 2025Q4: 3,708 shares; 2026Q1: 3,673 shares 3,673 $535K 0.04% -35 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: 4,580 shares; 2024Q4: 4,287 shares; 2025Q1: 3,412 shares; 2025Q2: 2,608 shares; 2025Q3: 2,565 shares; 2025Q4: 4,530 shares; 2026Q1: 4,413 shares 4,413 $535K 0.04% -117 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,707 shares 2,707 $534K 0.04% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,922 shares; 2025Q1: 1,825 shares; 2025Q2: 1,800 shares; 2025Q3: 1,720 shares; 2025Q4: 1,751 shares; 2026Q1: 1,793 shares 1,793 $534K 0.04% +42 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: 2,235 shares; 2024Q4: 2,138 shares; 2025Q1: 2,131 shares; 2025Q2: 2,841 shares; 2025Q3: 2,835 shares; 2025Q4: 5,348 shares; 2026Q1: 2,922 shares 2,922 $533K 0.04% -2,426 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: 4,987 shares; 2024Q4: 4,904 shares; 2025Q1: 4,914 shares; 2025Q2: 5,157 shares; 2025Q3: 5,192 shares; 2025Q4: 5,387 shares; 2026Q1: 8,452 shares 8,452 $530K 0.04% +3,065 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 2,676 shares 2,676 $530K 0.04% -324 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,733 shares; 2026Q1: 7,758 shares 7,758 $529K 0.04% +25 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,190 shares; 2026Q1: 9,072 shares 9,072 $511K 0.03% -1,118 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: not reported; 2024Q4: 6,463 shares; 2025Q1: 4,688 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,642 shares; 2026Q1: 4,503 shares 4,503 $509K 0.03% -139 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,222 shares; 2026Q1: 15,229 shares 15,229 $499K 0.03% +7 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares 2,763 $497K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,853 shares; 2025Q4: 10,286 shares; 2026Q1: 10,047 shares 10,047 $496K 0.03% -239 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: 7,916 shares; 2024Q4: 6,260 shares; 2025Q1: 7,853 shares; 2025Q2: 8,882 shares; 2025Q3: 9,263 shares; 2025Q4: 8,481 shares; 2026Q1: 8,554 shares 8,554 $493K 0.03% +73 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 4,061 shares; 2026Q1: 5,642 shares 5,642 $486K 0.03% +1,581 Timeline VONV 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: 5,171 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares; 2026Q1: 5,171 shares 5,171 $485K 0.03% 0 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: 4,326 shares; 2024Q4: 3,336 shares; 2025Q1: 3,286 shares; 2025Q2: 3,335 shares; 2025Q3: 3,461 shares; 2025Q4: 4,548 shares; 2026Q1: 3,329 shares 3,329 $483K 0.03% -1,219 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: 1,665 shares; 2024Q4: 3,790 shares; 2025Q1: 2,690 shares; 2025Q2: 2,749 shares; 2025Q3: 2,662 shares; 2025Q4: 2,624 shares; 2026Q1: 2,285 shares 2,285 $482K 0.03% -339 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,794 shares; 2025Q1: 2,915 shares; 2025Q2: 3,005 shares; 2025Q3: 3,039 shares; 2025Q4: 4,155 shares; 2026Q1: 4,238 shares 4,238 $480K 0.03% +83 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 1,615 shares 1,615 $479K 0.03% +12 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,421 shares; 2025Q1: 1,445 shares; 2025Q2: 1,506 shares; 2025Q3: 1,512 shares; 2025Q4: 1,532 shares; 2026Q1: 1,451 shares 1,451 $477K 0.03% -81 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares; 2026Q1: 11,612 shares 11,612 $474K 0.03% +983 Timeline JPSE 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: 8,859 shares; 2024Q4: 8,859 shares; 2025Q1: 8,859 shares; 2025Q2: 8,859 shares; 2025Q3: 8,859 shares; 2025Q4: 8,965 shares; 2026Q1: 8,965 shares 8,965 $470K 0.03% 0 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: 9,064 shares; 2024Q4: 8,501 shares; 2025Q1: 7,935 shares; 2025Q2: 7,647 shares; 2025Q3: 7,380 shares; 2025Q4: 6,512 shares; 2026Q1: 6,307 shares 6,307 $470K 0.03% -205 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,866 shares 1,866 $466K 0.03% -30 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,016 shares; 2026Q1: 3,425 shares 3,425 $466K 0.03% +409 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,413 shares; 2025Q1: 5,787 shares; 2025Q2: 5,667 shares; 2025Q3: 5,648 shares; 2025Q4: 5,901 shares; 2026Q1: 5,740 shares 5,740 $465K 0.03% -161 Timeline ALNT ALLIENT INC More: the full row for ALLIENT 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: 8,832 shares; 2026Q1: 7,857 shares 7,857 $464K 0.03% -975 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,606 shares; 2025Q1: 5,670 shares; 2025Q2: 5,706 shares; 2025Q3: 5,633 shares; 2025Q4: 5,700 shares; 2026Q1: 6,138 shares 6,138 $462K 0.03% +438 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,676 shares; 2024Q4: 12,676 shares; 2025Q1: 12,998 shares; 2025Q2: 13,060 shares; 2025Q3: 12,868 shares; 2025Q4: 12,480 shares; 2026Q1: 12,011 shares 12,011 $459K 0.03% -469 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares; 2026Q1: 6,077 shares 6,077 $458K 0.03% +3,223 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 8,961 shares; 2026Q1: 12,008 shares 12,008 $456K 0.03% +3,047 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G 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: 14,409 shares 14,409 $454K 0.03% new 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: 5,012 shares; 2024Q4: 5,013 shares; 2025Q1: 5,735 shares; 2025Q2: 5,501 shares; 2025Q3: 5,499 shares; 2025Q4: 5,501 shares; 2026Q1: 5,502 shares 5,502 $454K 0.03% +1 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: 4,832 shares; 2024Q4: 4,502 shares; 2025Q1: 4,573 shares; 2025Q2: 4,610 shares; 2025Q3: 4,551 shares; 2025Q4: 5,002 shares; 2026Q1: 4,112 shares 4,112 $451K 0.03% -890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,407 shares; 2025Q3: 15,407 shares; 2025Q4: 15,407 shares; 2026Q1: 15,383 shares 15,383 $448K 0.03% -24 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456 $447K 0.03% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,761 shares; 2026Q1: 3,763 shares 3,763 $447K 0.03% +2 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,122 shares; 2025Q1: 2,146 shares; 2025Q2: 2,179 shares; 2025Q3: 2,145 shares; 2025Q4: 2,275 shares; 2026Q1: 2,259 shares 2,259 $446K 0.03% -16 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,047 shares; 2025Q4: 14,013 shares; 2026Q1: 12,474 shares 12,474 $446K 0.03% -1,539 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: 7,515 shares; 2024Q4: 5,158 shares; 2025Q1: 9,686 shares; 2025Q2: 13,110 shares; 2025Q3: 8,609 shares; 2025Q4: 7,322 shares; 2026Q1: 6,837 shares 6,837 $442K 0.03% -485 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,935 shares 3,935 $441K 0.03% new 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: 4,569 shares; 2024Q4: 4,575 shares; 2025Q1: 4,672 shares; 2025Q2: 5,040 shares; 2025Q3: 5,502 shares; 2025Q4: 5,276 shares; 2026Q1: 3,830 shares 3,830 $440K 0.03% -1,446 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 13,200 shares 13,200 $439K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,163 shares; 2026Q1: 8,517 shares 8,517 $438K 0.03% +354 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 2,369 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,335 shares; 2025Q4: 3,935 shares; 2026Q1: 2,729 shares 2,729 $438K 0.03% -1,206 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 3,257 shares; 2025Q3: 4,503 shares; 2025Q4: 5,007 shares; 2026Q1: 5,032 shares 5,032 $436K 0.03% +25 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: 723 shares; 2024Q4: 721 shares; 2025Q1: 769 shares; 2025Q2: 793 shares; 2025Q3: 794 shares; 2025Q4: 900 shares; 2026Q1: 898 shares 898 $425K 0.03% -2 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: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 995 shares 995 $424K 0.03% +105 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES 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: 15,309 shares; 2026Q1: 13,629 shares 13,629 $424K 0.03% -1,680 Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,116 shares; 2026Q1: 2,110 shares 2,110 $422K 0.03% -6 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,570 shares; 2026Q1: 22,775 shares 22,775 $421K 0.03% -2,795 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: 1,497 shares; 2024Q4: 1,499 shares; 2025Q1: 1,534 shares; 2025Q2: 1,542 shares; 2025Q3: 1,548 shares; 2025Q4: 1,580 shares; 2026Q1: 1,578 shares 1,578 $420K 0.03% -2 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares; 2026Q1: 5,127 shares 5,127 $419K 0.03% -7 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,108 shares 5,108 $419K 0.03% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,411 shares; 2026Q1: 1,447 shares 1,447 $419K 0.03% +36 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: 2,345 shares; 2024Q4: 1,971 shares; 2025Q1: 1,587 shares; 2025Q2: 1,873 shares; 2025Q3: 1,753 shares; 2025Q4: 1,963 shares; 2026Q1: 1,423 shares 1,423 $417K 0.03% -540 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,256 shares; 2025Q1: 1,080 shares; 2025Q2: 1,067 shares; 2025Q3: 1,071 shares; 2025Q4: 1,199 shares; 2026Q1: 998 shares 998 $416K 0.03% -201 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 3,535 shares; 2025Q4: 3,535 shares; 2026Q1: 3,537 shares 3,537 $415K 0.03% +2 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: 1,913 shares; 2024Q4: 1,888 shares; 2025Q1: 1,927 shares; 2025Q2: 2,019 shares; 2025Q3: 1,956 shares; 2025Q4: 1,998 shares; 2026Q1: 2,091 shares 2,091 $415K 0.03% +93 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: 2,160 shares; 2024Q4: 2,185 shares; 2025Q1: 2,302 shares; 2025Q2: 2,444 shares; 2025Q3: 2,160 shares; 2025Q4: 2,180 shares; 2026Q1: 2,219 shares 2,219 $414K 0.03% +39 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: 1,653 shares 1,653 $414K 0.03% +318 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: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,234 shares; 2025Q3: 1,957 shares; 2025Q4: 1,893 shares; 2026Q1: 2,850 shares 2,850 $412K 0.03% +957 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,379 shares; 2025Q1: 2,468 shares; 2025Q2: 2,456 shares; 2025Q3: 2,455 shares; 2025Q4: 2,485 shares; 2026Q1: 1,496 shares 1,496 $412K 0.03% -989 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 749 shares; 2026Q1: 749 shares 749 $411K 0.03% 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: 7,896 shares; 2024Q4: 7,095 shares; 2025Q1: 8,142 shares; 2025Q2: 7,905 shares; 2025Q3: 6,900 shares; 2025Q4: 5,364 shares; 2026Q1: 4,618 shares 4,618 $410K 0.03% -746 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,042 shares; 2025Q3: 7,165 shares; 2025Q4: 7,564 shares; 2026Q1: 12,142 shares 12,142 $407K 0.03% +4,578 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: 3,739 shares; 2024Q4: 3,885 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 2,318 shares; 2025Q4: 2,568 shares; 2026Q1: 2,758 shares 2,758 $404K 0.03% +190 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,349 shares; 2025Q1: 1,288 shares; 2025Q2: 1,392 shares; 2025Q3: 1,639 shares; 2025Q4: 1,679 shares; 2026Q1: 1,387 shares 1,387 $403K 0.03% -292 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,536 shares; 2025Q1: 4,393 shares; 2025Q2: 4,535 shares; 2025Q3: 4,440 shares; 2025Q4: 4,656 shares; 2026Q1: 4,467 shares 4,467 $403K 0.03% -189 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,400 shares; 2026Q1: 23,406 shares 23,406 $402K 0.03% +3,006 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,321 shares 5,321 $399K 0.03% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $395K 0.03% 0 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,565 shares; 2026Q1: 6,595 shares 6,595 $391K 0.03% -1,970 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 686 shares; 2025Q1: 731 shares; 2025Q2: 757 shares; 2025Q3: 765 shares; 2025Q4: 780 shares; 2026Q1: 874 shares 874 $390K 0.03% +94 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,871 shares; 2026Q1: 8,828 shares 8,828 $389K 0.03% -1,043 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: 10,750 shares; 2025Q4: 26,043 shares; 2026Q1: 23,259 shares 23,259 $388K 0.03% -2,784 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 4,615 shares 4,615 $386K 0.03% -18 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 1,763 shares 1,763 $386K 0.03% -2 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: 1,818 shares; 2024Q4: 1,746 shares; 2025Q1: 1,724 shares; 2025Q2: 1,494 shares; 2025Q3: 1,510 shares; 2025Q4: 1,465 shares; 2026Q1: 1,272 shares 1,272 $384K 0.03% -193 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,647 shares; 2026Q1: 2,382 shares 2,382 $384K 0.03% -3,265 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: 4,753 shares; 2024Q4: 4,277 shares; 2025Q1: 4,319 shares; 2025Q2: 4,874 shares; 2025Q3: 5,005 shares; 2025Q4: 4,783 shares; 2026Q1: 4,816 shares 4,816 $382K 0.03% +33 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 12,661 shares; 2025Q4: 29,508 shares; 2026Q1: 26,295 shares 26,295 $381K 0.03% -3,213 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,805 shares; 2026Q1: 3,840 shares 3,840 $380K 0.03% +35 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,960 shares; 2025Q4: 9,961 shares; 2026Q1: 9,961 shares 9,961 $377K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 487 shares; 2025Q1: 468 shares; 2025Q2: 522 shares; 2025Q3: 489 shares; 2025Q4: 454 shares; 2026Q1: 948 shares 948 $376K 0.03% +494 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,381 shares; 2026Q1: 5,586 shares 5,586 $371K 0.03% +205 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: 1,085 shares; 2024Q4: 1,079 shares; 2025Q1: 1,090 shares; 2025Q2: 1,103 shares; 2025Q3: 1,117 shares; 2025Q4: 1,171 shares; 2026Q1: 1,156 shares 1,156 $371K 0.03% -15 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,631 shares; 2026Q1: 12,149 shares 12,149 $370K 0.03% -1,482 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares; 2026Q1: 1,716 shares 1,716 $368K 0.03% +42 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,416 shares; 2025Q1: 4,427 shares; 2025Q2: 4,697 shares; 2025Q3: 4,596 shares; 2025Q4: 4,685 shares; 2026Q1: 5,029 shares 5,029 $364K 0.02% +344 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: 5,304 shares; 2024Q4: 5,303 shares; 2025Q1: 5,426 shares; 2025Q2: 5,534 shares; 2025Q3: 5,469 shares; 2025Q4: 6,008 shares; 2026Q1: 6,468 shares 6,468 $364K 0.02% +460 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: 764 shares; 2024Q4: 771 shares; 2025Q1: 791 shares; 2025Q2: 954 shares; 2025Q3: 960 shares; 2025Q4: 987 shares; 2026Q1: 839 shares 839 $363K 0.02% -148 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: 268 shares; 2024Q4: 246 shares; 2025Q1: 286 shares; 2025Q2: 4,247 shares; 2025Q3: 4,293 shares; 2025Q4: 4,397 shares; 2026Q1: 3,925 shares 3,925 $362K 0.02% -472 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,220 shares; 2026Q1: 4,418 shares 4,418 $361K 0.02% -802 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $361K 0.02% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,069 shares 6,069 $359K 0.02% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,987 shares 1,987 $358K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares; 2026Q1: 2,558 shares 2,558 $357K 0.02% -53 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $354K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,211 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,942 shares; 2026Q1: 3,052 shares 3,052 $353K 0.02% +110 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,750 shares; 2026Q1: 8,787 shares 8,787 $350K 0.02% +37 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,478 shares; 2026Q1: 5,459 shares 5,459 $350K 0.02% -19 Timeline TLH 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: 3,437 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares 3,472 $350K 0.02% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,101 shares; 2026Q1: 11,366 shares 11,366 $349K 0.02% +265 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 6,121 shares; 2026Q1: 6,115 shares 6,115 $345K 0.02% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares; 2026Q1: 5,514 shares 5,514 $344K 0.02% +60 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,056 shares 6,056 $343K 0.02% new Timeline VRP 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: 17,524 shares; 2024Q4: 20,083 shares; 2025Q1: 17,404 shares; 2025Q2: 17,404 shares; 2025Q3: 17,404 shares; 2025Q4: 17,404 shares; 2026Q1: 14,208 shares 14,208 $341K 0.02% -3,196 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares; 2026Q1: 1,151 shares 1,151 $340K 0.02% +57 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: 2,108 shares; 2024Q4: 2,091 shares; 2025Q1: 2,097 shares; 2025Q2: 2,127 shares; 2025Q3: 2,136 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares 2,156 $339K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 4,420 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares 2,495 $339K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 795 shares; 2025Q1: 807 shares; 2025Q2: 873 shares; 2025Q3: 777 shares; 2025Q4: 781 shares; 2026Q1: 774 shares 774 $338K 0.02% -7 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: 3,901 shares; 2024Q4: 3,988 shares; 2025Q1: 4,536 shares; 2025Q2: 4,440 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares 2,989 $336K 0.02% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,745 shares; 2026Q1: 2,032 shares 2,032 $335K 0.02% +287 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,132 shares; 2025Q1: 7,073 shares; 2025Q2: 6,912 shares; 2025Q3: 6,912 shares; 2025Q4: 7,103 shares; 2026Q1: 6,990 shares 6,990 $335K 0.02% -113 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 363 shares; 2026Q1: 317 shares 317 $335K 0.02% -46 Timeline FPE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,855 shares; 2026Q1: 18,855 shares 18,855 $335K 0.02% 0 Timeline CCRN CROSS CTRY HEALTHCARE INC More: the full row for CROSS CTRY HEALTHCARE 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: 39,727 shares; 2026Q1: 35,353 shares 35,353 $332K 0.02% -4,374 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,768 shares 17,768 $331K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,817 shares; 2025Q4: 3,262 shares; 2026Q1: 4,578 shares 4,578 $329K 0.02% +1,316 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,452 shares; 2026Q1: 5,459 shares 5,459 $327K 0.02% +7 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,224 shares; 2026Q1: 4,422 shares 4,422 $327K 0.02% +2,198 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: 1,505 shares; 2024Q4: 1,243 shares; 2025Q1: 1,153 shares; 2025Q2: 1,305 shares; 2025Q3: 1,257 shares; 2025Q4: 1,961 shares; 2026Q1: 1,881 shares 1,881 $325K 0.02% -80 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,444 shares; 2026Q1: 3,443 shares 3,443 $324K 0.02% -1 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares; 2026Q1: 1,958 shares 1,958 $323K 0.02% +31 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: 1,816 shares; 2024Q4: 1,805 shares; 2025Q1: 1,842 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares; 2026Q1: 1,486 shares 1,486 $323K 0.02% -140 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 9,295 shares; 2026Q1: 5,701 shares 5,701 $322K 0.02% -3,594 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: 3,978 shares; 2024Q4: 3,978 shares; 2025Q1: 3,979 shares; 2025Q2: 3,805 shares; 2025Q3: 1,505 shares; 2025Q4: 1,506 shares; 2026Q1: 1,507 shares 1,507 $322K 0.02% +1 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,662 shares; 2026Q1: 12,218 shares 12,218 $322K 0.02% -444 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: 990 shares; 2024Q4: 1,014 shares; 2025Q1: 937 shares; 2025Q2: 932 shares; 2025Q3: 935 shares; 2025Q4: 970 shares; 2026Q1: 983 shares 983 $322K 0.02% +13 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: 4,719 shares; 2024Q4: 5,051 shares; 2025Q1: 6,608 shares; 2025Q2: 6,478 shares; 2025Q3: 4,479 shares; 2025Q4: 4,471 shares; 2026Q1: 4,471 shares 4,471 $321K 0.02% 0 Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260,000 shares; 2025Q2: 130,000 shares; 2025Q3: 130,000 shares; 2025Q4: 260,012 shares; 2026Q1: 260,000 shares 260,000 $320K 0.02% -12 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: 2,937 shares; 2024Q4: 2,870 shares; 2025Q1: 2,968 shares; 2025Q2: 2,879 shares; 2025Q3: 2,783 shares; 2025Q4: 2,582 shares; 2026Q1: 1,305 shares 1,305 $317K 0.02% -1,277 Timeline SUSA 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: 2,747 shares; 2024Q4: 2,950 shares; 2025Q1: 3,927 shares; 2025Q2: 3,937 shares; 2025Q3: 2,396 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares 2,389 $316K 0.02% 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: 596 shares; 2024Q4: 547 shares; 2025Q1: 400 shares; 2025Q2: 469 shares; 2025Q3: 433 shares; 2025Q4: 436 shares; 2026Q1: 459 shares 459 $313K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 8,031 shares; 2026Q1: 8,031 shares 8,031 $312K 0.02% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,355 shares; 2026Q1: 6,720 shares 6,720 $312K 0.02% -635 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,142 shares; 2025Q2: 3,365 shares; 2025Q3: 3,389 shares; 2025Q4: 3,428 shares; 2026Q1: 2,135 shares 2,135 $309K 0.02% -1,293 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 672 shares; 2025Q1: 676 shares; 2025Q2: 701 shares; 2025Q3: 703 shares; 2025Q4: 657 shares; 2026Q1: 711 shares 711 $309K 0.02% +54 Timeline BAESY BAE SYSTEMS PLC -SPON ADR More: the full row for BAE SYSTEMS PLC -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,639 shares 2,639 $307K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 64 shares; 2025Q3: 95 shares; 2025Q4: 94 shares; 2026Q1: 91 shares 91 $307K 0.02% -3 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,772 shares; 2026Q1: 2,772 shares 2,772 $307K 0.02% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 6,587 shares; 2026Q1: 3,811 shares 3,811 $306K 0.02% -2,776 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,497 shares; 2026Q1: 3,498 shares 3,498 $306K 0.02% +1 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS 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: 8,875 shares; 2026Q1: 7,929 shares 7,929 $305K 0.02% -946 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480 shares 480 $305K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares; 2026Q1: 3,794 shares 3,794 $304K 0.02% +98 Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR 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: 14,815 shares 14,815 $303K 0.02% new 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: 3,452 shares; 2024Q4: 3,545 shares; 2025Q1: 3,528 shares; 2025Q2: 3,516 shares; 2025Q3: 3,451 shares; 2025Q4: 3,287 shares; 2026Q1: 3,313 shares 3,313 $299K 0.02% +26 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,243 shares 24,243 $299K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,970 shares; 2025Q1: 2,989 shares; 2025Q2: 3,356 shares; 2025Q3: 3,314 shares; 2025Q4: 3,335 shares; 2026Q1: 4,188 shares 4,188 $296K 0.02% +853 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares; 2026Q1: 1,337 shares 1,337 $296K 0.02% -654 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 870 shares; 2025Q1: 906 shares; 2025Q2: 935 shares; 2025Q3: 938 shares; 2025Q4: 974 shares; 2026Q1: 970 shares 970 $295K 0.02% -4 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 2,524 shares; 2025Q3: 2,530 shares; 2025Q4: 2,533 shares; 2026Q1: 2,623 shares 2,623 $295K 0.02% +90 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: 1,278 shares 1,278 $292K 0.02% +3 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares 845 $292K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 2,599 shares; 2026Q1: 2,359 shares 2,359 $291K 0.02% -240 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: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,956 shares; 2025Q3: 3,303 shares; 2025Q4: 3,731 shares; 2026Q1: 4,047 shares 4,047 $291K 0.02% +316 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,350 shares; 2026Q1: 16,365 shares 16,365 $290K 0.02% -1,985 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares; 2026Q1: 2,135 shares 2,135 $289K 0.02% -4,675 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,092 shares; 2026Q1: 7,811 shares 7,811 $289K 0.02% -2,281 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 891 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,002 shares; 2026Q1: 1,033 shares 1,033 $287K 0.02% +31 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares; 2026Q1: 13,274 shares 13,274 $287K 0.02% +6,143 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS 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: 5,326 shares; 2026Q1: 14,456 shares 14,456 $287K 0.02% +9,130 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,695 shares; 2026Q1: 2,699 shares 2,699 $283K 0.02% +4 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,226 shares; 2026Q1: 5,217 shares 5,217 $283K 0.02% -9 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,171 shares; 2025Q4: 2,178 shares; 2026Q1: 2,161 shares 2,161 $283K 0.02% -17 Timeline MLPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,236 shares 5,236 $282K 0.02% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,231 shares; 2026Q1: 3,366 shares 3,366 $282K 0.02% +135 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 512 shares; 2026Q1: 514 shares 514 $279K 0.02% +2 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,964 shares; 2026Q1: 2,971 shares 2,971 $278K 0.02% +7 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 814 shares; 2026Q1: 808 shares 808 $278K 0.02% -6 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,656 shares; 2026Q1: 5,147 shares 5,147 $277K 0.02% -509 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares 1,916 $274K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,142 shares; 2025Q4: 2,195 shares; 2026Q1: 2,161 shares 2,161 $273K 0.02% -34 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,209 shares; 2025Q1: 1,132 shares; 2025Q2: 1,086 shares; 2025Q3: 997 shares; 2025Q4: 1,039 shares; 2026Q1: 977 shares 977 $273K 0.02% -62 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,093 shares; 2026Q1: 4,105 shares 4,105 $272K 0.02% +12 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 740 shares; 2025Q4: 737 shares; 2026Q1: 756 shares 756 $271K 0.02% +19 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,492 shares; 2025Q1: 4,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,495 shares 3,495 $271K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 2,990 shares; 2025Q1: 3,205 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,703 shares; 2026Q1: 1,133 shares 1,133 $270K 0.02% -2,570 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 3,956 shares 3,956 $269K 0.02% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 24,443 shares; 2026Q1: 22,577 shares 22,577 $268K 0.02% -1,866 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,821 shares 2,821 $267K 0.02% new 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 225 shares; 2025Q2: 230 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 230 shares 230 $267K 0.02% +2 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,328 shares 7,328 $264K 0.02% new 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: 6,505 shares; 2024Q4: 6,613 shares; 2025Q1: 6,502 shares; 2025Q2: 6,689 shares; 2025Q3: not reported; 2025Q4: 11,795 shares; 2026Q1: 8,249 shares 8,249 $264K 0.02% -3,546 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 985 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $263K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares 677 $263K 0.02% new Timeline DES 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: 11,778 shares; 2024Q4: 11,450 shares; 2025Q1: 10,489 shares; 2025Q2: 10,239 shares; 2025Q3: 9,360 shares; 2025Q4: 8,860 shares; 2026Q1: 7,236 shares 7,236 $260K 0.02% -1,624 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares; 2026Q1: 1,501 shares 1,501 $257K 0.02% +94 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES 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: 8,683 shares; 2026Q1: 7,725 shares 7,725 $255K 0.02% -958 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: 790 shares 790 $255K 0.02% +7 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: 3,921 shares; 2024Q4: 3,675 shares; 2025Q1: 3,447 shares; 2025Q2: 3,941 shares; 2025Q3: 4,008 shares; 2025Q4: 4,383 shares; 2026Q1: 4,827 shares 4,827 $255K 0.02% +444 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $255K 0.02% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,092 shares 5,092 $254K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,624 shares 7,624 $253K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,189 shares 7,189 $253K 0.02% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,465 shares; 2026Q1: 3,469 shares 3,469 $252K 0.02% +4 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares; 2026Q1: 460 shares 460 $251K 0.02% -925 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares 5,112 $250K 0.02% new Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,535 shares; 2026Q1: 2,535 shares 2,535 $250K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,073 shares 9,073 $249K 0.02% new Timeline ENLAY ENEL SPA - UNSPON ADR More: the full row for ENEL SPA - UNSPON ADR 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: 22,760 shares 22,760 $248K 0.02% new 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: not reported; 2024Q4: 1,561 shares; 2025Q1: 1,576 shares; 2025Q2: 1,592 shares; 2025Q3: 1,605 shares; 2025Q4: 1,542 shares; 2026Q1: 1,517 shares 1,517 $246K 0.02% -25 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,527 shares 1,527 $242K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,599 shares 1,599 $241K 0.02% new Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,757 shares; 2026Q1: 15,451 shares 15,451 $241K 0.02% -4,306 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 2,267 shares 2,267 $241K 0.02% +21 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I 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: 744 shares 744 $240K 0.02% new Timeline HACK 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: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares 3,180 $239K 0.02% new 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: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $239K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,865 shares; 2025Q2: 9,878 shares; 2025Q3: 9,378 shares; 2025Q4: 9,278 shares; 2026Q1: 9,278 shares 9,278 $238K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $237K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,232 shares; 2025Q1: 2,314 shares; 2025Q2: 2,196 shares; 2025Q3: 2,343 shares; 2025Q4: 2,404 shares; 2026Q1: 1,314 shares 1,314 $237K 0.02% -1,090 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,324 shares 1,324 $236K 0.02% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 4,710 shares 4,710 $235K 0.02% -1,661 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 10,991 shares 10,991 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,787 shares; 2026Q1: 1,774 shares 1,774 $233K 0.02% -13 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $232K 0.02% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 5,343 shares; 2026Q1: 3,892 shares 3,892 $231K 0.02% -1,451 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,369 shares; 2025Q1: 3,587 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,893 shares 1,893 $226K 0.02% new Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,811 shares 4,811 $226K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,497 shares; 2026Q1: 4,841 shares 4,841 $225K 0.02% +344 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 6,004 shares; 2025Q1: 9,389 shares; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 4,272 shares; 2026Q1: 4,417 shares 4,417 $225K 0.02% +145 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: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 5,892 shares; 2025Q2: 5,892 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares 4,837 $224K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,185 shares; 2026Q1: 4,190 shares 4,190 $224K 0.02% +5 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,436 shares; 2026Q1: 1,462 shares 1,462 $223K 0.02% +26 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 6,369 shares; 2026Q1: 5,195 shares 5,195 $223K 0.02% -1,174 Timeline FINMY LEONARDO S.P.A. AMERICAN DEPOS More: the full row for LEONARDO S.P.A. AMERICAN DEPOS 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: 6,625 shares 6,625 $222K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,033 shares; 2025Q1: 1,025 shares; 2025Q2: 1,039 shares; 2025Q3: 1,042 shares; 2025Q4: 1,057 shares; 2026Q1: 644 shares 644 $222K 0.02% -413 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: 4,803 shares; 2024Q4: 5,192 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 4,718 shares; 2025Q4: not reported; 2026Q1: 4,200 shares 4,200 $221K 0.02% new Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,220 shares; 2025Q1: 14,175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,841 shares 3,841 $219K 0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,435 shares; 2026Q1: 5,339 shares 5,339 $216K 0.01% -1,096 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,503 shares; 2025Q2: 3,544 shares; 2025Q3: 3,545 shares; 2025Q4: 5,119 shares; 2026Q1: 2,800 shares 2,800 $216K 0.01% -2,319 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares; 2026Q1: 706 shares 706 $215K 0.01% -217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $215K 0.01% 0 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: 1,527 shares; 2024Q4: 1,541 shares; 2025Q1: 1,891 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares 1,162 $214K 0.01% 0 Timeline DSI 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: 1,740 shares; 2025Q3: 1,763 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares 1,762 $214K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,512 shares; 2025Q1: 8,475 shares; 2025Q2: 8,643 shares; 2025Q3: 8,644 shares; 2025Q4: 8,744 shares; 2026Q1: 4,644 shares 4,644 $213K 0.01% -4,100 Timeline