PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41,942 shares; 2025Q2: 109,491 shares; 2025Q3: 135,954 shares; 2025Q4: 141,890 shares; 2026Q1: 151,974 shares 151,974 $38.1M 18.24% +10,084 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,211 shares; 2025Q1: 215,409 shares; 2025Q2: 484,954 shares; 2025Q3: 587,880 shares; 2025Q4: 611,968 shares; 2026Q1: 634,179 shares 634,179 $27.3M 13.08% +22,211 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 25 shares 25 $18M 8.6% -4 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,439 shares; 2025Q1: 90,677 shares; 2025Q2: 156,022 shares; 2025Q3: 168,208 shares; 2025Q4: 172,937 shares; 2026Q1: 176,510 shares 176,510 $7.49M 3.59% +3,573 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,292 shares; 2025Q1: 136,442 shares; 2025Q2: 190,994 shares; 2025Q3: 238,168 shares; 2025Q4: 282,343 shares; 2026Q1: 297,360 shares 297,360 $7.09M 3.4% +15,017 Timeline SCHO 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: restricted; 2024Q4: not reported; 2025Q1: 60,260 shares; 2025Q2: 186,741 shares; 2025Q3: 228,661 shares; 2025Q4: 243,374 shares; 2026Q1: 268,472 shares 268,472 $6.52M 3.12% +25,098 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,193 shares; 2025Q2: 158,769 shares; 2025Q3: 189,001 shares; 2025Q4: 202,564 shares; 2026Q1: 214,064 shares 214,064 $5.2M 2.49% +11,500 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: restricted; 2024Q4: 19,859 shares; 2025Q1: 24,017 shares; 2025Q2: 29,449 shares; 2025Q3: 29,997 shares; 2025Q4: 29,547 shares; 2026Q1: 29,324 shares 29,324 $5.11M 2.45% -223 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: restricted; 2024Q4: 4,829 shares; 2025Q1: 22,512 shares; 2025Q2: 54,212 shares; 2025Q3: 68,224 shares; 2025Q4: 70,389 shares; 2026Q1: 82,102 shares 82,102 $4.89M 2.34% +11,713 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,202 shares; 2025Q1: 103,958 shares; 2025Q2: 114,339 shares; 2025Q3: 94,928 shares; 2025Q4: 90,396 shares; 2026Q1: 80,466 shares 80,466 $3.01M 1.44% -9,930 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: restricted; 2024Q4: 1,834 shares; 2025Q1: 1,708 shares; 2025Q2: 2,398 shares; 2025Q3: 2,598 shares; 2025Q4: 4,204 shares; 2026Q1: 4,230 shares 4,230 $2.76M 1.32% +26 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: restricted; 2024Q4: 4,618 shares; 2025Q1: 6,502 shares; 2025Q2: 9,695 shares; 2025Q3: 9,948 shares; 2025Q4: 10,058 shares; 2026Q1: 10,258 shares 10,258 $2.6M 1.25% +200 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: restricted; 2024Q4: 4,141 shares; 2025Q1: 5,106 shares; 2025Q2: 6,423 shares; 2025Q3: 6,900 shares; 2025Q4: 7,027 shares; 2026Q1: 6,864 shares 6,864 $2.54M 1.22% -163 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $2.46M 1.18% 0 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: restricted; 2024Q4: 6,273 shares; 2025Q1: 5,506 shares; 2025Q2: 5,160 shares; 2025Q3: 5,111 shares; 2025Q4: 4,830 shares; 2026Q1: 4,627 shares 4,627 $2.22M 1.06% -203 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: restricted; 2024Q4: 2,054 shares; 2025Q1: 3,670 shares; 2025Q2: 5,808 shares; 2025Q3: 6,094 shares; 2025Q4: 6,588 shares; 2026Q1: 6,625 shares 6,625 $1.91M 0.91% +37 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,640 shares; 2025Q1: 12,155 shares; 2025Q2: 23,181 shares; 2025Q3: 32,375 shares; 2025Q4: 55,055 shares; 2026Q1: 57,481 shares 57,481 $1.42M 0.68% +2,426 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: restricted; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 805 shares; 2025Q3: 1,237 shares; 2025Q4: 1,845 shares; 2026Q1: 1,837 shares 1,837 $1.19M 0.57% -8 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: restricted; 2024Q4: 24,630 shares; 2025Q1: 19,586 shares; 2025Q2: 17,946 shares; 2025Q3: 19,168 shares; 2025Q4: 21,673 shares; 2026Q1: 18,511 shares 18,511 $1.19M 0.57% -3,162 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: restricted; 2024Q4: not reported; 2025Q1: 1,449 shares; 2025Q2: 2,817 shares; 2025Q3: 2,972 shares; 2025Q4: 3,050 shares; 2026Q1: 3,675 shares 3,675 $1.14M 0.54% +625 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,735 shares 11,735 $1.07M 0.51% new 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: restricted; 2024Q4: 310 shares; 2025Q1: 554 shares; 2025Q2: 885 shares; 2025Q3: 940 shares; 2025Q4: 999 shares; 2026Q1: 1,053 shares 1,053 $1.05M 0.5% +54 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: restricted; 2024Q4: 4,024 shares; 2025Q1: 3,616 shares; 2025Q2: 3,600 shares; 2025Q3: 3,597 shares; 2025Q4: 3,609 shares; 2026Q1: 3,535 shares 3,535 $1M 0.48% -74 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: restricted; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 8,180 shares; 2025Q3: 9,374 shares; 2025Q4: 9,738 shares; 2026Q1: 10,431 shares 10,431 $963K 0.46% +693 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: restricted; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 3,890 shares; 2025Q3: 4,189 shares; 2025Q4: 4,354 shares; 2026Q1: 4,421 shares 4,421 $948K 0.45% +67 Timeline SCHZ 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: restricted; 2024Q4: 18,137 shares; 2025Q1: 20,713 shares; 2025Q2: 29,290 shares; 2025Q3: 32,476 shares; 2025Q4: 33,113 shares; 2026Q1: 40,187 shares 40,187 $933K 0.45% +7,074 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,493 shares; 2025Q2: 13,640 shares; 2025Q3: 14,612 shares; 2025Q4: 15,058 shares; 2026Q1: 14,999 shares 14,999 $920K 0.44% -59 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: restricted; 2024Q4: 12,533 shares; 2025Q1: 9,749 shares; 2025Q2: 6,152 shares; 2025Q3: 3,736 shares; 2025Q4: 3,348 shares; 2026Q1: 3,083 shares 3,083 $886K 0.42% -265 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: restricted; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: 2,761 shares; 2025Q3: 2,657 shares; 2025Q4: 2,485 shares; 2026Q1: 2,524 shares 2,524 $853K 0.41% +39 Timeline SPEM 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: restricted; 2024Q4: 154,984 shares; 2025Q1: 113,801 shares; 2025Q2: 59,482 shares; 2025Q3: 28,738 shares; 2025Q4: 22,301 shares; 2026Q1: 17,067 shares 17,067 $801K 0.38% -5,234 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: restricted; 2024Q4: 1,007 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 904 shares; 2025Q4: 914 shares; 2026Q1: 906 shares 906 $791K 0.38% -8 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,164 shares; 2025Q2: 2,472 shares; 2025Q3: 2,642 shares; 2025Q4: 2,701 shares; 2026Q1: 2,811 shares 2,811 $790K 0.38% +110 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,112 shares; 2025Q2: 7,622 shares; 2025Q3: 8,423 shares; 2025Q4: 8,428 shares; 2026Q1: 8,479 shares 8,479 $789K 0.38% +51 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: restricted; 2024Q4: 13,993 shares; 2025Q1: 16,562 shares; 2025Q2: 23,430 shares; 2025Q3: 25,336 shares; 2025Q4: 25,030 shares; 2026Q1: 30,452 shares 30,452 $781K 0.37% +5,422 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,044 shares; 2025Q3: 22,922 shares; 2025Q4: 24,318 shares; 2026Q1: 25,200 shares 25,200 $756K 0.36% +882 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 16,500 shares; 2026Q1: 16,508 shares 16,508 $753K 0.36% +8 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,012 shares; 2025Q3: 9,602 shares; 2025Q4: 10,058 shares; 2026Q1: 10,329 shares 10,329 $751K 0.36% +271 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: restricted; 2024Q4: 21,402 shares; 2025Q1: 18,597 shares; 2025Q2: 14,745 shares; 2025Q3: 15,431 shares; 2025Q4: 15,937 shares; 2026Q1: 13,895 shares 13,895 $751K 0.36% -2,042 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: restricted; 2024Q4: 3,789 shares; 2025Q1: 3,800 shares; 2025Q2: 3,743 shares; 2025Q3: 3,311 shares; 2025Q4: 2,577 shares; 2026Q1: 2,505 shares 2,505 $737K 0.35% -72 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: restricted; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 2,685 shares; 2025Q3: 2,875 shares; 2025Q4: 3,032 shares; 2026Q1: 3,079 shares 3,079 $728K 0.35% +47 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: restricted; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 1,176 shares; 2025Q3: 1,244 shares; 2025Q4: 1,334 shares; 2026Q1: 1,406 shares 1,406 $703K 0.34% +72 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: restricted; 2024Q4: 4,744 shares; 2025Q1: 4,749 shares; 2025Q2: 5,726 shares; 2025Q3: 6,165 shares; 2025Q4: 6,311 shares; 2026Q1: 6,316 shares 6,316 $693K 0.33% +5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,382 shares; 2025Q3: 16,606 shares; 2025Q4: 17,182 shares; 2026Q1: 17,362 shares 17,362 $692K 0.33% +180 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: restricted; 2024Q4: 924 shares; 2025Q1: 974 shares; 2025Q2: 1,022 shares; 2025Q3: 1,061 shares; 2025Q4: 1,103 shares; 2026Q1: 1,139 shares 1,139 $681K 0.33% +36 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: restricted; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 1,838 shares; 2025Q3: 1,982 shares; 2025Q4: 2,111 shares; 2026Q1: 2,223 shares 2,223 $672K 0.32% +112 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 3,640 shares; 2025Q4: 3,905 shares; 2026Q1: 3,918 shares 3,918 $663K 0.32% +13 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: restricted; 2024Q4: 2,795 shares; 2025Q1: 2,796 shares; 2025Q2: 2,813 shares; 2025Q3: 2,747 shares; 2025Q4: 2,729 shares; 2026Q1: 2,707 shares 2,707 $662K 0.32% -22 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 2,745 shares; 2025Q3: 3,016 shares; 2025Q4: 3,090 shares; 2026Q1: 3,159 shares 3,159 $651K 0.31% +69 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 463 shares; 2025Q4: 466 shares; 2026Q1: 484 shares 484 $639K 0.31% +18 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: restricted; 2024Q4: 4,136 shares; 2025Q1: 4,041 shares; 2025Q2: 4,064 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,087 shares 4,087 $635K 0.3% +82 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 1,210 shares; 2025Q3: 1,385 shares; 2025Q4: 1,553 shares; 2026Q1: 1,790 shares 1,790 $633K 0.3% +237 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: restricted; 2024Q4: 125,595 shares; 2025Q1: 94,931 shares; 2025Q2: 50,500 shares; 2025Q3: 22,156 shares; 2025Q4: 17,020 shares; 2026Q1: 13,841 shares 13,841 $632K 0.3% -3,179 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: restricted; 2024Q4: 11,222 shares; 2025Q1: 11,103 shares; 2025Q2: 10,846 shares; 2025Q3: 8,228 shares; 2025Q4: 8,011 shares; 2026Q1: 7,932 shares 7,932 $631K 0.3% -79 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,579 shares; 2025Q2: 18,510 shares; 2025Q3: 19,781 shares; 2025Q4: 19,623 shares; 2026Q1: 22,411 shares 22,411 $624K 0.3% +2,788 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,447 shares; 2025Q4: 2,446 shares; 2026Q1: 2,487 shares 2,487 $623K 0.3% +41 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,943 shares; 2025Q3: 22,016 shares; 2025Q4: 23,154 shares; 2026Q1: 23,857 shares 23,857 $623K 0.3% +703 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: restricted; 2024Q4: not reported; 2025Q1: 3,541 shares; 2025Q2: 5,912 shares; 2025Q3: 6,074 shares; 2025Q4: 6,266 shares; 2026Q1: 6,638 shares 6,638 $617K 0.3% +372 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,259 shares; 2025Q1: 15,282 shares; 2025Q2: 15,848 shares; 2025Q3: 17,793 shares; 2025Q4: 17,130 shares; 2026Q1: 15,262 shares 15,262 $615K 0.29% -1,868 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: restricted; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 2,187 shares; 2025Q3: 2,339 shares; 2025Q4: 2,413 shares; 2026Q1: 2,498 shares 2,498 $606K 0.29% +85 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 7,666 shares; 2025Q3: 8,507 shares; 2025Q4: 9,079 shares; 2026Q1: 9,626 shares 9,626 $602K 0.29% +547 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: restricted; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 657 shares; 2025Q3: 688 shares; 2025Q4: 708 shares; 2026Q1: 690 shares 690 $597K 0.29% -18 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,054 shares; 2025Q4: 1,884 shares; 2026Q1: 1,856 shares 1,856 $595K 0.29% -28 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: restricted; 2024Q4: 4,484 shares; 2025Q1: 3,793 shares; 2025Q2: 3,735 shares; 2025Q3: 3,250 shares; 2025Q4: 3,171 shares; 2026Q1: 2,858 shares 2,858 $595K 0.29% -313 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: restricted; 2024Q4: 5,166 shares; 2025Q1: 4,863 shares; 2025Q2: 4,918 shares; 2025Q3: 4,919 shares; 2025Q4: 4,875 shares; 2026Q1: 4,808 shares 4,808 $578K 0.28% -67 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: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 452 shares; 2025Q3: 556 shares; 2025Q4: 574 shares; 2026Q1: 615 shares 615 $566K 0.27% +41 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,801 shares; 2025Q2: 19,968 shares; 2025Q3: 21,987 shares; 2025Q4: 23,043 shares; 2026Q1: 24,318 shares 24,318 $547K 0.26% +1,275 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,217 shares; 2025Q2: 17,829 shares; 2025Q3: 19,155 shares; 2025Q4: 20,179 shares; 2026Q1: 21,747 shares 21,747 $529K 0.25% +1,568 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,779 shares; 2026Q1: 1,838 shares 1,838 $522K 0.25% +59 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 6,036 shares; 2025Q4: 6,260 shares; 2026Q1: 6,702 shares 6,702 $520K 0.25% +442 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 2,651 shares; 2026Q1: 2,637 shares 2,637 $506K 0.24% -14 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 2,725 shares; 2025Q4: 2,757 shares; 2026Q1: 2,926 shares 2,926 $499K 0.24% +169 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: restricted; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares 2,665 $486K 0.23% 0 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: restricted; 2024Q4: 9,184 shares; 2025Q1: 8,239 shares; 2025Q2: 5,398 shares; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares 5,140 $465K 0.22% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 731 shares; 2025Q3: 750 shares; 2025Q4: 783 shares; 2026Q1: 820 shares 820 $462K 0.22% +37 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 4,706 shares; 2025Q4: 4,878 shares; 2026Q1: 5,234 shares 5,234 $454K 0.22% +356 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 1,158 shares; 2025Q4: 1,224 shares; 2026Q1: 1,282 shares 1,282 $451K 0.22% +58 Timeline SPAB 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: restricted; 2024Q4: 56,718 shares; 2025Q1: 48,594 shares; 2025Q2: 26,998 shares; 2025Q3: 19,139 shares; 2025Q4: 17,759 shares; 2026Q1: 17,391 shares 17,391 $446K 0.21% -368 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,901 shares; 2025Q3: 18,000 shares; 2025Q4: 22,633 shares; 2026Q1: 30,854 shares 30,854 $441K 0.21% +8,221 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,548 shares; 2025Q3: 2,968 shares; 2025Q4: 3,077 shares; 2026Q1: 3,295 shares 3,295 $435K 0.21% +218 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,932 shares; 2025Q1: 17,955 shares; 2025Q2: 17,339 shares; 2025Q3: 17,539 shares; 2025Q4: 17,907 shares; 2026Q1: 19,134 shares 19,134 $435K 0.21% +1,227 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,502 shares; 2025Q1: 22,269 shares; 2025Q2: 15,518 shares; 2025Q3: 10,544 shares; 2025Q4: 7,754 shares; 2026Q1: 4,616 shares 4,616 $434K 0.21% -3,138 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,302 shares; 2026Q1: 6,211 shares 6,211 $425K 0.2% -91 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627 shares; 2025Q3: 2,823 shares; 2025Q4: 2,973 shares; 2026Q1: 3,264 shares 3,264 $420K 0.2% +291 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 317 shares; 2025Q4: 321 shares; 2026Q1: 331 shares 331 $417K 0.2% +10 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: restricted; 2024Q4: not reported; 2025Q1: 802 shares; 2025Q2: 1,532 shares; 2025Q3: 1,701 shares; 2025Q4: 1,761 shares; 2026Q1: 2,069 shares 2,069 $410K 0.2% +308 Timeline IDV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,176 shares; 2025Q3: 10,002 shares; 2025Q4: 10,002 shares; 2026Q1: 9,586 shares 9,586 $408K 0.2% -416 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,119 shares; 2025Q4: 1,185 shares; 2026Q1: 1,233 shares 1,233 $405K 0.19% +48 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 10,004 shares; 2026Q1: 10,004 shares 10,004 $405K 0.19% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,983 shares; 2025Q2: 8,403 shares; 2025Q3: 9,523 shares; 2025Q4: 10,328 shares; 2026Q1: 11,876 shares 11,876 $394K 0.19% +1,548 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: restricted; 2024Q4: 2,849 shares; 2025Q1: 2,694 shares; 2025Q2: 1,759 shares; 2025Q3: 1,683 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $393K 0.19% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 7,089 shares; 2025Q4: 7,100 shares; 2026Q1: 7,975 shares 7,975 $390K 0.19% +875 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: restricted; 2024Q4: 1,363 shares; 2025Q1: 894 shares; 2025Q2: 1,057 shares; 2025Q3: 1,067 shares; 2025Q4: 1,056 shares; 2026Q1: 1,047 shares 1,047 $389K 0.19% -9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,297 shares; 2025Q4: 1,404 shares; 2026Q1: 1,601 shares 1,601 $389K 0.19% +197 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 2,578 shares; 2025Q3: 2,516 shares; 2025Q4: 2,480 shares; 2026Q1: 2,484 shares 2,484 $386K 0.19% +4 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 3,377 shares; 2025Q4: 3,576 shares; 2026Q1: 3,859 shares 3,859 $384K 0.18% +283 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,862 shares; 2025Q3: 4,323 shares; 2025Q4: 4,550 shares; 2026Q1: 4,758 shares 4,758 $381K 0.18% +208 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,329 shares; 2025Q4: 12,365 shares; 2026Q1: 12,659 shares 12,659 $377K 0.18% +294 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,677 shares 4,677 $377K 0.18% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,527 shares; 2025Q4: 2,480 shares; 2026Q1: 2,548 shares 2,548 $375K 0.18% +68 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,016 shares; 2025Q1: 42,510 shares; 2025Q2: 16,721 shares; 2025Q3: 12,046 shares; 2025Q4: 8,409 shares; 2026Q1: 7,993 shares 7,993 $372K 0.18% -416 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,699 shares 8,699 $367K 0.18% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 634 shares; 2025Q4: 588 shares; 2026Q1: 515 shares 515 $365K 0.17% -73 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,945 shares; 2025Q1: 32,748 shares; 2025Q2: 17,576 shares; 2025Q3: 7,580 shares; 2025Q4: 6,077 shares; 2026Q1: 4,753 shares 4,753 $364K 0.17% -1,324 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,956 shares; 2025Q3: 9,827 shares; 2025Q4: 9,838 shares; 2026Q1: 12,337 shares 12,337 $359K 0.17% +2,499 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,576 shares; 2025Q3: 2,867 shares; 2025Q4: 2,959 shares; 2026Q1: 3,112 shares 3,112 $355K 0.17% +153 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,730 shares; 2026Q1: 9,500 shares 9,500 $353K 0.17% -230 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: restricted; 2024Q4: 7,315 shares; 2025Q1: 6,571 shares; 2025Q2: 4,280 shares; 2025Q3: 3,976 shares; 2025Q4: 4,962 shares; 2026Q1: 4,911 shares 4,911 $343K 0.16% -51 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,094 shares; 2026Q1: 8,094 shares 8,094 $338K 0.16% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 5,297 shares; 2026Q1: 4,827 shares 4,827 $334K 0.16% -470 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,001 shares; 2025Q3: 11,049 shares; 2025Q4: 11,854 shares; 2026Q1: 13,075 shares 13,075 $333K 0.16% +1,221 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,413 shares 3,413 $329K 0.16% +472 Timeline FNDA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,694 shares; 2026Q1: 10,102 shares 10,102 $328K 0.16% +408 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,582 shares; 2026Q1: 5,725 shares 5,725 $324K 0.16% +143 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 3,958 shares; 2025Q3: 4,338 shares; 2025Q4: 4,773 shares; 2026Q1: 5,725 shares 5,725 $319K 0.15% +952 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,700 shares; 2025Q1: not reported; 2025Q2: 6,700 shares; 2025Q3: 9,592 shares; 2025Q4: 9,592 shares; 2026Q1: 9,592 shares 9,592 $315K 0.15% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares 2,155 $311K 0.15% 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: restricted; 2024Q4: 2,093 shares; 2025Q1: 1,774 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $308K 0.15% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,827 shares; 2025Q4: 6,458 shares; 2026Q1: 5,869 shares 5,869 $302K 0.14% -589 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,853 shares; 2025Q4: 2,043 shares; 2026Q1: 2,527 shares 2,527 $299K 0.14% +484 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 347 shares 347 $295K 0.14% -31 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: restricted; 2024Q4: 10,408 shares; 2025Q1: 10,298 shares; 2025Q2: 11,135 shares; 2025Q3: 11,032 shares; 2025Q4: 10,257 shares; 2026Q1: 10,470 shares 10,470 $294K 0.14% +213 Timeline SPSM 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: restricted; 2024Q4: 59,829 shares; 2025Q1: 45,296 shares; 2025Q2: 24,601 shares; 2025Q3: 11,125 shares; 2025Q4: 7,707 shares; 2026Q1: 6,072 shares 6,072 $293K 0.14% -1,635 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares; 2026Q1: 8,832 shares 8,832 $292K 0.14% -54 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: restricted; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $289K 0.14% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,179 shares; 2025Q1: 5,769 shares; 2025Q2: 3,115 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares 2,915 $283K 0.14% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,246 shares 4,246 $281K 0.13% new Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,102 shares; 2025Q4: 7,896 shares; 2026Q1: 8,188 shares 8,188 $281K 0.13% +292 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 883 shares; 2025Q4: 856 shares; 2026Q1: 856 shares 856 $272K 0.13% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,870 shares 7,870 $272K 0.13% new Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,100 shares; 2025Q1: 12,095 shares; 2025Q2: 7,049 shares; 2025Q3: 3,087 shares; 2025Q4: 2,320 shares; 2026Q1: 1,421 shares 1,421 $267K 0.13% -899 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $266K 0.13% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,758 shares; 2025Q4: 4,308 shares; 2026Q1: 5,719 shares 5,719 $265K 0.13% +1,411 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,685 shares; 2025Q2: 11,359 shares; 2025Q3: 6,527 shares; 2025Q4: 6,384 shares; 2026Q1: 6,654 shares 6,654 $263K 0.13% +270 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $262K 0.13% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,409 shares; 2025Q1: 6,293 shares; 2025Q2: 6,290 shares; 2025Q3: 6,037 shares; 2025Q4: 5,439 shares; 2026Q1: 5,317 shares 5,317 $259K 0.12% -122 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 176 shares 176 $259K 0.12% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $257K 0.12% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $252K 0.12% new 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $246K 0.12% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,922 shares; 2026Q1: 2,598 shares 2,598 $242K 0.12% -324 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: not reported; 2026Q1: 992 shares 992 $242K 0.12% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,254 shares; 2025Q3: 6,272 shares; 2025Q4: 6,332 shares; 2026Q1: 6,388 shares 6,388 $239K 0.11% +56 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: restricted; 2024Q4: 2,195 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,455 shares 2,455 $237K 0.11% +259 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,260 shares; 2025Q1: 12,090 shares; 2025Q2: 13,065 shares; 2025Q3: 10,621 shares; 2025Q4: 7,886 shares; 2026Q1: 8,109 shares 8,109 $235K 0.11% +223 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,401 shares; 2025Q4: 6,361 shares; 2026Q1: 7,386 shares 7,386 $235K 0.11% +1,025 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,283 shares; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 4,233 shares; 2025Q4: 5,211 shares; 2026Q1: 4,204 shares 4,204 $234K 0.11% -1,007 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: restricted; 2024Q4: 3,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares 3,100 $227K 0.11% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 121 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $226K 0.11% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,624 shares 1,624 $223K 0.11% -102 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares 2,013 $222K 0.11% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,461 shares; 2026Q1: 3,731 shares 3,731 $219K 0.11% -730 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares; 2025Q4: 2,185 shares; 2026Q1: 2,016 shares 2,016 $218K 0.1% -169 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,921 shares 1,921 $217K 0.1% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares 1,174 $217K 0.1% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,998 shares 4,998 $216K 0.1% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 52 shares; 2025Q4: 50 shares; 2026Q1: 1,275 shares 1,275 $215K 0.1% +1,225 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,326 shares; 2025Q4: 1,206 shares; 2026Q1: 1,455 shares 1,455 $213K 0.1% +249 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091 $210K 0.1% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,804 shares 1,804 $208K 0.1% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,934 shares; 2026Q1: 2,477 shares 2,477 $205K 0.1% -457 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,100 shares; 2025Q1: 87,135 shares; 2025Q2: 59,300 shares; 2025Q3: 24,247 shares; 2025Q4: 17,608 shares; 2026Q1: 4,489 shares 4,489 $204K 0.1% -13,119 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,085 shares; 2025Q4: 12,878 shares; 2026Q1: 14,729 shares 14,729 $201K 0.1% +1,851 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895 $200K 0.1% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares 1,112 $200K 0.1% new 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: restricted; 2024Q4: 4,017 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,067 shares; 2025Q4: not reported; 2026Q1: 3,552 shares 3,552 $200K 0.1% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,593 shares; 2025Q2: 18,823 shares; 2025Q3: 24,672 shares; 2025Q4: 31,201 shares; 2026Q1: 38,140 shares 38,140 $197K 0.09% +6,939 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,753 shares; 2025Q1: 18,753 shares; 2025Q2: 18,753 shares; 2025Q3: 18,753 shares; 2025Q4: 17,253 shares; 2026Q1: 17,253 shares 17,253 $157K 0.08% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,932 shares 13,932 $153K 0.07% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,921 shares; 2025Q4: 12,065 shares; 2026Q1: 10,736 shares 10,736 $99.7K 0.05% -1,329 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 14,056 shares; 2025Q4: 13,993 shares; 2026Q1: 15,552 shares 15,552 $85.7K 0.04% +1,559 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,778 shares; 2025Q3: 15,271 shares; 2025Q4: 17,293 shares; 2026Q1: 18,559 shares 18,559 $67.7K 0.03% +1,266 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 15,811 shares; 2025Q4: 16,380 shares; 2026Q1: 15,216 shares 15,216 $67K 0.03% -1,164 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,494 shares; 2025Q3: 13,965 shares; 2025Q4: 15,443 shares; 2026Q1: 16,766 shares 16,766 $66.1K 0.03% +1,323 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,642 shares 10,642 $64.2K 0.03% new Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,890 shares; 2025Q3: 15,897 shares; 2025Q4: 17,944 shares; 2026Q1: 16,410 shares 16,410 $59.2K 0.03% -1,534 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,706 shares; 2025Q3: 13,002 shares; 2025Q4: 10,637 shares; 2026Q1: 14,812 shares 14,812 $57.5K 0.03% +4,175 Timeline SID COMPANHIA SIDERURGICA NACION More: the full row for COMPANHIA SIDERURGICA NACION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,307 shares; 2025Q2: 20,387 shares; 2025Q3: 33,423 shares; 2025Q4: 36,975 shares; 2026Q1: 38,279 shares 38,279 $47.5K 0.02% +1,304 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,470 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 13,833 shares; 2026Q1: 10,449 shares 10,449 $30.5K 0.01% -3,384 Timeline