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: 262,761 shares; 2024Q4: 269,058 shares; 2025Q1: 274,448 shares; 2025Q2: 283,962 shares; 2025Q3: 293,869 shares; 2025Q4: 292,640 shares; 2026Q1: 297,151 shares 297,151 $62.7M 9.94% +4,511 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: 503,893 shares; 2024Q4: 499,710 shares; 2025Q1: 501,058 shares; 2025Q2: 506,561 shares; 2025Q3: 501,264 shares; 2025Q4: 486,359 shares; 2026Q1: 501,149 shares 501,149 $56.7M 8.98% +14,790 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: 381,459 shares; 2024Q4: 427,201 shares; 2025Q1: 445,157 shares; 2025Q2: 444,717 shares; 2025Q3: 451,430 shares; 2025Q4: 453,369 shares; 2026Q1: 460,681 shares 460,681 $41.7M 6.61% +7,312 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: 201,809 shares; 2024Q4: 174,823 shares; 2025Q1: 173,559 shares; 2025Q2: 172,767 shares; 2025Q3: 175,558 shares; 2025Q4: 173,140 shares; 2026Q1: 171,374 shares 171,374 $20.3M 3.22% -1,766 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: 101,824 shares; 2024Q4: 99,691 shares; 2025Q1: 102,808 shares; 2025Q2: 106,082 shares; 2025Q3: 109,088 shares; 2025Q4: 110,007 shares; 2026Q1: 111,864 shares 111,864 $16.2M 2.56% +1,857 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,675 shares; 2024Q4: 226,479 shares; 2025Q1: 226,285 shares; 2025Q2: 238,341 shares; 2025Q3: 256,570 shares; 2025Q4: 278,079 shares; 2026Q1: 280,353 shares 280,353 $15.9M 2.51% +2,274 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: 287,716 shares; 2024Q4: 307,861 shares; 2025Q1: 307,793 shares; 2025Q2: 313,038 shares; 2025Q3: 321,843 shares; 2025Q4: 331,650 shares; 2026Q1: 325,218 shares 325,218 $14.8M 2.35% -6,432 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: 153,238 shares; 2024Q4: 167,454 shares; 2025Q1: 167,866 shares; 2025Q2: 165,981 shares; 2025Q3: 173,335 shares; 2025Q4: 178,197 shares; 2026Q1: 182,848 shares 182,848 $14.5M 2.3% +4,651 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,600 shares; 2024Q4: 127,865 shares; 2025Q1: 126,186 shares; 2025Q2: 130,127 shares; 2025Q3: 133,845 shares; 2025Q4: 144,776 shares; 2026Q1: 148,239 shares 148,239 $14.5M 2.3% +3,463 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: 178,629 shares; 2024Q4: 178,309 shares; 2025Q1: 181,157 shares; 2025Q2: 182,872 shares; 2025Q3: 183,853 shares; 2025Q4: 181,946 shares; 2026Q1: 182,019 shares 182,019 $12.7M 2.01% +73 Timeline IBDU 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: 273,459 shares; 2024Q4: 366,835 shares; 2025Q1: 392,309 shares; 2025Q2: 407,135 shares; 2025Q3: 423,003 shares; 2025Q4: 452,594 shares; 2026Q1: 500,441 shares 500,441 $11.6M 1.84% +47,847 Timeline IBDV 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: 291,446 shares; 2024Q4: 377,176 shares; 2025Q1: 403,083 shares; 2025Q2: 424,368 shares; 2025Q3: 445,858 shares; 2025Q4: 465,937 shares; 2026Q1: 519,002 shares 519,002 $11.4M 1.8% +53,065 Timeline IBDW 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: 122,751 shares; 2024Q4: 180,843 shares; 2025Q1: 293,167 shares; 2025Q2: 369,980 shares; 2025Q3: 425,810 shares; 2025Q4: 476,552 shares; 2026Q1: 524,604 shares 524,604 $11M 1.74% +48,052 Timeline IBTK 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: 306,881 shares; 2024Q4: 390,458 shares; 2025Q1: 416,258 shares; 2025Q2: 435,300 shares; 2025Q3: 540,826 shares; 2025Q4: 486,938 shares; 2026Q1: 548,764 shares 548,764 $10.8M 1.71% +61,826 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,254 shares; 2024Q4: 352,353 shares; 2025Q1: 375,835 shares; 2025Q2: 393,741 shares; 2025Q3: 411,393 shares; 2025Q4: 437,386 shares; 2026Q1: 485,542 shares 485,542 $10.6M 1.68% +48,156 Timeline IBTL 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: 122,166 shares; 2024Q4: 183,855 shares; 2025Q1: 284,542 shares; 2025Q2: 355,015 shares; 2025Q3: 407,003 shares; 2025Q4: 451,864 shares; 2026Q1: 503,140 shares 503,140 $10.3M 1.63% +51,276 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: 99,521 shares; 2024Q4: 92,154 shares; 2025Q1: 90,418 shares; 2025Q2: 91,479 shares; 2025Q3: 94,680 shares; 2025Q4: 95,865 shares; 2026Q1: 99,480 shares 99,480 $9.34M 1.48% +3,615 Timeline IBDX 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: 101,318 shares; 2024Q4: 123,427 shares; 2025Q1: 130,997 shares; 2025Q2: 142,263 shares; 2025Q3: 145,198 shares; 2025Q4: 143,681 shares; 2026Q1: 304,095 shares 304,095 $7.68M 1.22% +160,414 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,982 shares; 2024Q4: 134,444 shares; 2025Q1: 146,262 shares; 2025Q2: 155,278 shares; 2025Q3: 156,108 shares; 2025Q4: 151,891 shares; 2026Q1: 318,937 shares 318,937 $7.31M 1.16% +167,046 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,735 shares; 2024Q4: 152,937 shares; 2025Q1: 138,663 shares; 2025Q2: 130,922 shares; 2025Q3: 132,836 shares; 2025Q4: 136,615 shares; 2026Q1: 140,880 shares 140,880 $7.18M 1.14% +4,265 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: 20,165 shares; 2024Q4: 20,743 shares; 2025Q1: 20,530 shares; 2025Q2: 19,994 shares; 2025Q3: 19,210 shares; 2025Q4: 18,841 shares; 2026Q1: 18,199 shares 18,199 $6.74M 1.07% -642 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: 36,144 shares; 2025Q1: 37,519 shares; 2025Q2: 37,369 shares; 2025Q3: 35,289 shares; 2025Q4: 32,431 shares; 2026Q1: 29,620 shares 29,620 $6.33M 1% -2,811 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,362 shares; 2024Q4: 350,854 shares; 2025Q1: 365,515 shares; 2025Q2: 379,589 shares; 2025Q3: 393,310 shares; 2025Q4: 412,676 shares; 2026Q1: 249,648 shares 249,648 $6.32M 1% -163,028 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,061 shares; 2024Q4: 344,974 shares; 2025Q1: 366,861 shares; 2025Q2: 384,268 shares; 2025Q3: 477,285 shares; 2025Q4: 421,498 shares; 2026Q1: 257,738 shares 257,738 $5.74M 0.91% -163,760 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: 129,860 shares; 2024Q4: 123,711 shares; 2025Q1: 116,491 shares; 2025Q2: 117,079 shares; 2025Q3: 115,696 shares; 2025Q4: 118,286 shares; 2026Q1: 117,105 shares 117,105 $5.49M 0.87% -1,181 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,740 shares; 2024Q4: 52,950 shares; 2025Q1: 50,997 shares; 2025Q2: 53,633 shares; 2025Q3: 54,525 shares; 2025Q4: 56,814 shares; 2026Q1: 55,958 shares 55,958 $5.29M 0.84% -856 Timeline IBDZ 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: 120,838 shares; 2025Q1: 129,151 shares; 2025Q2: 141,238 shares; 2025Q3: 142,041 shares; 2025Q4: 143,370 shares; 2026Q1: 192,357 shares 192,357 $5.01M 0.79% +48,987 Timeline IBDY 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: 98,723 shares; 2024Q4: 120,296 shares; 2025Q1: 127,563 shares; 2025Q2: 140,036 shares; 2025Q3: 141,069 shares; 2025Q4: 140,020 shares; 2026Q1: 189,326 shares 189,326 $4.89M 0.78% +49,306 Timeline IBTO 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: 101,614 shares; 2024Q4: 125,460 shares; 2025Q1: 136,792 shares; 2025Q2: 145,627 shares; 2025Q3: 145,680 shares; 2025Q4: 142,201 shares; 2026Q1: 197,074 shares 197,074 $4.81M 0.76% +54,873 Timeline SLYG 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: 40,389 shares; 2024Q4: 38,772 shares; 2025Q1: 39,126 shares; 2025Q2: 40,890 shares; 2025Q3: 42,687 shares; 2025Q4: 45,797 shares; 2026Q1: 46,291 shares 46,291 $4.47M 0.71% +494 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,522 shares; 2024Q4: 51,486 shares; 2025Q1: 51,770 shares; 2025Q2: 50,801 shares; 2025Q3: 50,081 shares; 2025Q4: 49,415 shares; 2026Q1: 48,819 shares 48,819 $4.08M 0.65% -596 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: 19,247 shares; 2024Q4: 18,154 shares; 2025Q1: 17,997 shares; 2025Q2: 16,790 shares; 2025Q3: 14,801 shares; 2025Q4: 12,995 shares; 2026Q1: 12,563 shares 12,563 $3.89M 0.62% -432 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: 13,359 shares; 2024Q4: 13,204 shares; 2025Q1: 13,153 shares; 2025Q2: 13,332 shares; 2025Q3: 13,314 shares; 2025Q4: 13,121 shares; 2026Q1: 12,528 shares 12,528 $3.79M 0.6% -593 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: 9,770 shares; 2024Q4: 9,418 shares; 2025Q1: 9,301 shares; 2025Q2: 9,210 shares; 2025Q3: 9,097 shares; 2025Q4: 8,714 shares; 2026Q1: 8,643 shares 8,643 $3.78M 0.6% -71 Timeline IBTP 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: 13,625 shares; 2025Q1: 56,939 shares; 2025Q2: 90,776 shares; 2025Q3: 101,800 shares; 2025Q4: 110,486 shares; 2026Q1: 146,578 shares 146,578 $3.76M 0.6% +36,092 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,601 shares; 2024Q4: 333,480 shares; 2025Q1: 280,964 shares; 2025Q2: 231,701 shares; 2025Q3: 215,258 shares; 2025Q4: 234,269 shares; 2026Q1: 148,565 shares 148,565 $3.6M 0.57% -85,704 Timeline IBCA 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: 36,998 shares; 2025Q4: 85,056 shares; 2026Q1: 140,220 shares 140,220 $3.6M 0.57% +55,164 Timeline IBTQ 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: 37,406 shares; 2025Q4: 81,560 shares; 2026Q1: 138,420 shares 138,420 $3.5M 0.55% +56,860 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,228 shares; 2024Q4: 318,771 shares; 2025Q1: 275,553 shares; 2025Q2: 234,722 shares; 2025Q3: 219,174 shares; 2025Q4: 240,754 shares; 2026Q1: 151,562 shares 151,562 $3.4M 0.54% -89,192 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: 4,943 shares; 2024Q4: 4,570 shares; 2025Q1: 4,502 shares; 2025Q2: 4,544 shares; 2025Q3: 4,345 shares; 2025Q4: 4,026 shares; 2026Q1: 3,855 shares 3,855 $3.26M 0.52% -171 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: 33,775 shares; 2024Q4: 33,775 shares; 2025Q1: 33,531 shares; 2025Q2: 33,531 shares; 2025Q3: 33,420 shares; 2025Q4: 33,009 shares; 2026Q1: 31,685 shares 31,685 $3.08M 0.49% -1,324 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,809 shares; 2024Q4: 147,046 shares; 2025Q1: 151,460 shares; 2025Q2: 156,274 shares; 2025Q3: 161,661 shares; 2025Q4: 207,223 shares; 2026Q1: 125,581 shares 125,581 $3.04M 0.48% -81,642 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: 13,220 shares; 2024Q4: 13,637 shares; 2025Q1: 14,794 shares; 2025Q2: 16,192 shares; 2025Q3: 16,409 shares; 2025Q4: 16,167 shares; 2026Q1: 14,742 shares 14,742 $2.86M 0.45% -1,425 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,470 shares; 2024Q4: 147,388 shares; 2025Q1: 153,312 shares; 2025Q2: 160,455 shares; 2025Q3: 166,306 shares; 2025Q4: 209,102 shares; 2026Q1: 124,825 shares 124,825 $2.86M 0.45% -84,277 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: 35,024 shares; 2024Q4: 33,091 shares; 2025Q1: 33,191 shares; 2025Q2: 33,785 shares; 2025Q3: 34,383 shares; 2025Q4: 33,886 shares; 2026Q1: 34,905 shares 34,905 $2.74M 0.43% +1,019 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: 10,953 shares; 2024Q4: 11,745 shares; 2025Q1: 12,112 shares; 2025Q2: 12,157 shares; 2025Q3: 12,141 shares; 2025Q4: 12,039 shares; 2026Q1: 12,918 shares 12,918 $2.69M 0.43% +879 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,895 shares; 2024Q4: 13,486 shares; 2025Q1: 13,426 shares; 2025Q2: 13,376 shares; 2025Q3: 13,079 shares; 2025Q4: 12,512 shares; 2026Q1: 12,288 shares 12,288 $2.67M 0.42% -224 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: 24,324 shares; 2025Q1: 23,830 shares; 2025Q2: 24,533 shares; 2025Q3: 23,942 shares; 2025Q4: 21,774 shares; 2026Q1: 21,221 shares 21,221 $2.61M 0.41% -553 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: 27,531 shares; 2024Q4: 31,155 shares; 2025Q1: 37,821 shares; 2025Q2: 48,215 shares; 2025Q3: 50,000 shares; 2025Q4: 49,022 shares; 2026Q1: 48,253 shares 48,253 $2.51M 0.4% -769 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: 3,658 shares; 2024Q4: 3,445 shares; 2025Q1: 3,278 shares; 2025Q2: 3,227 shares; 2025Q3: 3,156 shares; 2025Q4: 2,773 shares; 2026Q1: 2,675 shares 2,675 $2.46M 0.39% -98 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: 12,923 shares; 2024Q4: 13,425 shares; 2025Q1: 13,563 shares; 2025Q2: 13,031 shares; 2025Q3: 12,946 shares; 2025Q4: 12,423 shares; 2026Q1: 12,533 shares 12,533 $2.46M 0.39% +110 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: 16,234 shares; 2024Q4: 16,917 shares; 2025Q1: 17,747 shares; 2025Q2: 18,915 shares; 2025Q3: 20,134 shares; 2025Q4: 20,822 shares; 2026Q1: 20,319 shares 20,319 $2.44M 0.39% -503 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: 10,833 shares; 2024Q4: 10,160 shares; 2025Q1: 27,614 shares; 2025Q2: 28,197 shares; 2025Q3: 36,793 shares; 2025Q4: 34,683 shares; 2026Q1: 34,467 shares 34,467 $2.42M 0.38% -216 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: 47,486 shares; 2024Q4: 47,687 shares; 2025Q1: 49,660 shares; 2025Q2: 52,291 shares; 2025Q3: 50,862 shares; 2025Q4: 49,193 shares; 2026Q1: 48,544 shares 48,544 $2.37M 0.37% -649 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: 3,775 shares; 2024Q4: 3,539 shares; 2025Q1: 3,619 shares; 2025Q2: 3,759 shares; 2025Q3: 4,286 shares; 2025Q4: 4,109 shares; 2026Q1: 3,901 shares 3,901 $2.36M 0.37% -208 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: 40,559 shares; 2024Q4: 35,569 shares; 2025Q1: 32,617 shares; 2025Q2: 31,194 shares; 2025Q3: 32,636 shares; 2025Q4: 35,433 shares; 2026Q1: 36,465 shares 36,465 $2.36M 0.37% +1,032 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: 34,228 shares; 2024Q4: 32,575 shares; 2025Q1: 31,821 shares; 2025Q2: 33,187 shares; 2025Q3: 32,725 shares; 2025Q4: 31,441 shares; 2026Q1: 30,147 shares 30,147 $2.34M 0.37% -1,294 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: 10,707 shares; 2024Q4: 10,441 shares; 2025Q1: 10,144 shares; 2025Q2: 10,153 shares; 2025Q3: 10,083 shares; 2025Q4: 9,854 shares; 2026Q1: 9,437 shares 9,437 $2.31M 0.37% -417 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: 7,707 shares; 2024Q4: 8,785 shares; 2025Q1: 8,595 shares; 2025Q2: 9,100 shares; 2025Q3: 8,723 shares; 2025Q4: 8,281 shares; 2026Q1: 7,962 shares 7,962 $2.29M 0.36% -319 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: 9,700 shares; 2024Q4: 8,639 shares; 2025Q1: 8,392 shares; 2025Q2: 10,548 shares; 2025Q3: 10,527 shares; 2025Q4: 10,219 shares; 2026Q1: 10,061 shares 10,061 $2.19M 0.35% -158 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: 8,014 shares; 2024Q4: 7,883 shares; 2025Q1: 7,899 shares; 2025Q2: 8,565 shares; 2025Q3: 8,514 shares; 2025Q4: 8,012 shares; 2026Q1: 7,449 shares 7,449 $2.14M 0.34% -563 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: 4,170 shares; 2024Q4: 3,679 shares; 2025Q1: 3,515 shares; 2025Q2: 2,994 shares; 2025Q3: 2,849 shares; 2025Q4: 2,951 shares; 2026Q1: 2,875 shares 2,875 $2.04M 0.32% -76 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: 19,236 shares; 2024Q4: 21,947 shares; 2025Q1: 25,035 shares; 2025Q2: 25,484 shares; 2025Q3: 24,130 shares; 2025Q4: 21,586 shares; 2026Q1: 20,941 shares 20,941 $1.95M 0.31% -645 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: 22,985 shares; 2024Q4: 22,951 shares; 2025Q1: 22,861 shares; 2025Q2: 23,717 shares; 2025Q3: 23,132 shares; 2025Q4: 22,545 shares; 2026Q1: 21,716 shares 21,716 $1.95M 0.31% -829 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,181 shares; 2024Q4: 25,739 shares; 2025Q1: 28,519 shares; 2025Q2: 31,118 shares; 2025Q3: 29,898 shares; 2025Q4: 26,077 shares; 2026Q1: 25,280 shares 25,280 $1.91M 0.3% -797 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: 7,423 shares; 2024Q4: 8,379 shares; 2025Q1: 9,078 shares; 2025Q2: 8,970 shares; 2025Q3: 8,848 shares; 2025Q4: 7,447 shares; 2026Q1: 7,423 shares 7,423 $1.88M 0.3% -24 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: not reported; 2024Q4: not reported; 2025Q1: 29,480 shares; 2025Q2: 31,372 shares; 2025Q3: 57,572 shares; 2025Q4: 60,203 shares; 2026Q1: 60,203 shares 60,203 $1.85M 0.29% 0 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: 12,931 shares; 2024Q4: 14,033 shares; 2025Q1: 14,077 shares; 2025Q2: 14,252 shares; 2025Q3: 14,083 shares; 2025Q4: 13,792 shares; 2026Q1: 13,606 shares 13,606 $1.78M 0.28% -186 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: 16,298 shares; 2024Q4: 16,148 shares; 2025Q1: 15,960 shares; 2025Q2: 15,258 shares; 2025Q3: 15,158 shares; 2025Q4: 14,789 shares; 2026Q1: 14,340 shares 14,340 $1.78M 0.28% -449 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: 15,202 shares; 2024Q4: 14,451 shares; 2025Q1: 13,906 shares; 2025Q2: 13,516 shares; 2025Q3: 13,093 shares; 2025Q4: 12,440 shares; 2026Q1: 12,021 shares 12,021 $1.68M 0.27% -419 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: 3,619 shares; 2024Q4: 3,114 shares; 2025Q1: 2,956 shares; 2025Q2: 2,659 shares; 2025Q3: 2,661 shares; 2025Q4: 2,935 shares; 2026Q1: 2,933 shares 2,933 $1.65M 0.26% -2 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: 8,867 shares; 2024Q4: 9,934 shares; 2025Q1: 10,333 shares; 2025Q2: 9,967 shares; 2025Q3: 9,831 shares; 2025Q4: 9,764 shares; 2026Q1: 9,707 shares 9,707 $1.65M 0.26% -57 Timeline PCY 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: 128,887 shares; 2024Q4: 97,549 shares; 2025Q1: 91,357 shares; 2025Q2: 83,498 shares; 2025Q3: 82,379 shares; 2025Q4: 82,340 shares; 2026Q1: 78,159 shares 78,159 $1.63M 0.26% -4,181 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 11,382 shares; 2025Q1: 11,098 shares; 2025Q2: 12,499 shares; 2025Q3: 12,423 shares; 2025Q4: 12,847 shares; 2026Q1: 12,694 shares 12,694 $1.63M 0.26% -153 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,650 shares; 2025Q1: 12,689 shares; 2025Q2: 12,708 shares; 2025Q3: 12,371 shares; 2025Q4: 11,785 shares; 2026Q1: 11,453 shares 11,453 $1.55M 0.25% -332 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: 38,944 shares; 2024Q4: 38,944 shares; 2025Q1: 38,944 shares; 2025Q2: 38,944 shares; 2025Q3: 38,944 shares; 2025Q4: 38,944 shares; 2026Q1: 38,944 shares 38,944 $1.51M 0.24% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,862 shares; 2024Q4: 19,821 shares; 2025Q1: 19,772 shares; 2025Q2: 19,534 shares; 2025Q3: 23,109 shares; 2025Q4: 22,857 shares; 2026Q1: 22,732 shares 22,732 $1.46M 0.23% -125 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,484 shares; 2024Q4: 12,836 shares; 2025Q1: 12,301 shares; 2025Q2: 11,235 shares; 2025Q3: 10,072 shares; 2025Q4: 9,373 shares; 2026Q1: 9,732 shares 9,732 $1.42M 0.23% +359 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: 8,893 shares; 2024Q4: 11,739 shares; 2025Q1: 14,456 shares; 2025Q2: 14,605 shares; 2025Q3: 14,465 shares; 2025Q4: 13,922 shares; 2026Q1: 14,203 shares 14,203 $1.4M 0.22% +281 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: 8,351 shares; 2024Q4: 8,711 shares; 2025Q1: 9,613 shares; 2025Q2: 12,489 shares; 2025Q3: 11,734 shares; 2025Q4: 11,137 shares; 2026Q1: 11,457 shares 11,457 $1.39M 0.22% +320 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,720 shares; 2025Q1: 8,396 shares; 2025Q2: 8,360 shares; 2025Q3: 7,924 shares; 2025Q4: 7,169 shares; 2026Q1: 6,776 shares 6,776 $1.38M 0.22% -393 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: 40,780 shares; 2024Q4: 40,008 shares; 2025Q1: 41,431 shares; 2025Q2: 49,699 shares; 2025Q3: 48,760 shares; 2025Q4: 44,800 shares; 2026Q1: 48,878 shares 48,878 $1.37M 0.22% +4,078 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,737 shares; 2025Q1: 1,723 shares; 2025Q2: 1,767 shares; 2025Q3: 1,738 shares; 2025Q4: 1,723 shares; 2026Q1: 1,853 shares 1,853 $1.35M 0.21% +130 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 15,120 shares; 2025Q1: 19,201 shares; 2025Q2: 23,685 shares; 2025Q3: 25,451 shares; 2025Q4: 24,775 shares; 2026Q1: 24,452 shares 24,452 $1.35M 0.21% -323 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,383 shares; 2025Q1: 4,444 shares; 2025Q2: 4,334 shares; 2025Q3: 4,294 shares; 2025Q4: 4,179 shares; 2026Q1: 3,924 shares 3,924 $1.22M 0.19% -255 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: 5,525 shares; 2024Q4: 4,841 shares; 2025Q1: 4,671 shares; 2025Q2: 4,668 shares; 2025Q3: 4,661 shares; 2025Q4: 4,598 shares; 2026Q1: 4,598 shares 4,598 $1.2M 0.19% 0 Timeline GWX 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: 31,891 shares; 2024Q4: 29,589 shares; 2025Q1: 28,352 shares; 2025Q2: 28,138 shares; 2025Q3: 28,667 shares; 2025Q4: 29,359 shares; 2026Q1: 28,188 shares 28,188 $1.19M 0.19% -1,171 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: 3,154 shares; 2024Q4: 3,260 shares; 2025Q1: 3,579 shares; 2025Q2: 3,662 shares; 2025Q3: 4,177 shares; 2025Q4: 5,961 shares; 2026Q1: 5,710 shares 5,710 $1.18M 0.19% -251 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,145 shares; 2024Q4: 9,589 shares; 2025Q1: 9,239 shares; 2025Q2: 9,119 shares; 2025Q3: 9,065 shares; 2025Q4: 8,482 shares; 2026Q1: 8,890 shares 8,890 $1.17M 0.19% +408 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: 5,005 shares; 2024Q4: 5,437 shares; 2025Q1: 5,220 shares; 2025Q2: 4,450 shares; 2025Q3: 4,079 shares; 2025Q4: 4,071 shares; 2026Q1: 3,956 shares 3,956 $1.16M 0.18% -115 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: 7,911 shares; 2024Q4: 8,715 shares; 2025Q1: 9,625 shares; 2025Q2: 13,804 shares; 2025Q3: 14,177 shares; 2025Q4: 13,415 shares; 2026Q1: 13,252 shares 13,252 $1.15M 0.18% -163 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 17,460 shares; 2025Q1: 18,247 shares; 2025Q2: 20,846 shares; 2025Q3: 21,628 shares; 2025Q4: 22,524 shares; 2026Q1: 23,679 shares 23,679 $1.14M 0.18% +1,155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,023 shares; 2025Q4: 17,404 shares; 2026Q1: 18,539 shares 18,539 $1.12M 0.18% +1,135 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: 4,786 shares; 2024Q4: 4,928 shares; 2025Q1: 5,320 shares; 2025Q2: 6,194 shares; 2025Q3: 6,488 shares; 2025Q4: 6,166 shares; 2026Q1: 5,820 shares 5,820 $1.06M 0.17% -346 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: 1,073 shares; 2024Q4: 1,375 shares; 2025Q1: 1,527 shares; 2025Q2: 1,686 shares; 2025Q3: 1,709 shares; 2025Q4: 1,743 shares; 2026Q1: 1,807 shares 1,807 $1.03M 0.16% +64 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,422 shares; 2025Q1: 4,384 shares; 2025Q2: 4,308 shares; 2025Q3: 3,576 shares; 2025Q4: 3,177 shares; 2026Q1: 3,024 shares 3,024 $1.03M 0.16% -153 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: 1,897 shares; 2024Q4: 1,819 shares; 2025Q1: 1,800 shares; 2025Q2: 1,803 shares; 2025Q3: 2,091 shares; 2025Q4: 2,199 shares; 2026Q1: 2,139 shares 2,139 $1.03M 0.16% -60 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,586 shares; 2025Q1: 6,644 shares; 2025Q2: 6,704 shares; 2025Q3: 6,651 shares; 2025Q4: 6,853 shares; 2026Q1: 6,773 shares 6,773 $990K 0.16% -80 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: 4,854 shares; 2024Q4: 4,724 shares; 2025Q1: 4,794 shares; 2025Q2: 4,968 shares; 2025Q3: 5,011 shares; 2025Q4: 5,185 shares; 2026Q1: 5,455 shares 5,455 $983K 0.16% +270 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,263 shares; 2025Q1: 4,140 shares; 2025Q2: 4,103 shares; 2025Q3: 3,877 shares; 2025Q4: 3,592 shares; 2026Q1: 3,424 shares 3,424 $983K 0.16% -168 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: 2,672 shares; 2024Q4: 2,646 shares; 2025Q1: 2,538 shares; 2025Q2: 2,342 shares; 2025Q3: 2,975 shares; 2025Q4: 5,846 shares; 2026Q1: 6,256 shares 6,256 $971K 0.15% +410 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: 8,791 shares; 2024Q4: 9,143 shares; 2025Q1: 9,378 shares; 2025Q2: 9,855 shares; 2025Q3: 9,813 shares; 2025Q4: 9,419 shares; 2026Q1: 10,055 shares 10,055 $970K 0.15% +636 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: 9,724 shares; 2024Q4: 8,832 shares; 2025Q1: 8,468 shares; 2025Q2: 8,215 shares; 2025Q3: 8,014 shares; 2025Q4: 7,914 shares; 2026Q1: 7,727 shares 7,727 $961K 0.15% -187 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: 796 shares; 2024Q4: 1,247 shares; 2025Q1: 1,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,964 shares 4,964 $941K 0.15% new 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: 41,562 shares; 2024Q4: 39,253 shares; 2025Q1: 36,486 shares; 2025Q2: 34,902 shares; 2025Q3: 33,373 shares; 2025Q4: 32,846 shares; 2026Q1: 32,372 shares 32,372 $938K 0.15% -474 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: not reported; 2024Q4: not reported; 2025Q1: 2,697 shares; 2025Q2: 3,990 shares; 2025Q3: 3,378 shares; 2025Q4: 3,032 shares; 2026Q1: 2,700 shares 2,700 $912K 0.14% -332 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 2,871 shares; 2026Q1: 2,810 shares 2,810 $901K 0.14% -61 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: 9,343 shares; 2024Q4: 11,936 shares; 2025Q1: 13,631 shares; 2025Q2: 13,521 shares; 2025Q3: 13,045 shares; 2025Q4: 12,469 shares; 2026Q1: 12,140 shares 12,140 $882K 0.14% -329 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: 3,283 shares; 2025Q4: 7,749 shares; 2026Q1: 10,639 shares 10,639 $869K 0.14% +2,890 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: 2,521 shares; 2024Q4: 2,830 shares; 2025Q1: not reported; 2025Q2: 8,644 shares; 2025Q3: 10,109 shares; 2025Q4: 11,419 shares; 2026Q1: 11,768 shares 11,768 $861K 0.14% +349 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,472 shares; 2024Q4: 27,483 shares; 2025Q1: 28,829 shares; 2025Q2: 29,505 shares; 2025Q3: 29,508 shares; 2025Q4: 29,677 shares; 2026Q1: 29,164 shares 29,164 $854K 0.14% -513 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: 12,943 shares; 2024Q4: 12,902 shares; 2025Q1: 12,815 shares; 2025Q2: 12,770 shares; 2025Q3: 12,711 shares; 2025Q4: 12,362 shares; 2026Q1: 11,138 shares 11,138 $836K 0.13% -1,224 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 9,461 shares; 2026Q1: 10,219 shares 10,219 $823K 0.13% +758 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: 6,200 shares; 2024Q4: 6,100 shares; 2025Q1: 5,900 shares; 2025Q2: 5,400 shares; 2025Q3: 4,902 shares; 2025Q4: 4,680 shares; 2026Q1: 8,497 shares 8,497 $820K 0.13% +3,817 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,322 shares; 2025Q4: 18,954 shares; 2026Q1: 19,635 shares 19,635 $818K 0.13% +681 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: 4,871 shares; 2024Q4: 4,598 shares; 2025Q1: 5,616 shares; 2025Q2: 6,042 shares; 2025Q3: 6,173 shares; 2025Q4: 5,857 shares; 2026Q1: 7,712 shares 7,712 $816K 0.13% +1,855 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,296 shares; 2024Q4: 43,295 shares; 2025Q1: 38,951 shares; 2025Q2: 41,328 shares; 2025Q3: 42,936 shares; 2025Q4: 43,433 shares; 2026Q1: 43,523 shares 43,523 $806K 0.13% +90 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 6,056 shares; 2025Q1: 6,214 shares; 2025Q2: 6,322 shares; 2025Q3: 7,006 shares; 2025Q4: 7,928 shares; 2026Q1: 7,991 shares 7,991 $805K 0.13% +63 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: 3,163 shares; 2024Q4: 3,249 shares; 2025Q1: 3,344 shares; 2025Q2: 3,568 shares; 2025Q3: 3,890 shares; 2025Q4: 4,131 shares; 2026Q1: 4,218 shares 4,218 $787K 0.12% +87 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 5,845 shares; 2025Q1: 5,787 shares; 2025Q2: 5,719 shares; 2025Q3: 5,440 shares; 2025Q4: 5,635 shares; 2026Q1: 7,752 shares 7,752 $747K 0.12% +2,117 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 980 shares; 2025Q1: 963 shares; 2025Q2: 1,096 shares; 2025Q3: 1,086 shares; 2025Q4: 5,653 shares; 2026Q1: 6,938 shares 6,938 $725K 0.11% +1,285 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 8,166 shares; 2025Q1: 8,232 shares; 2025Q2: 7,631 shares; 2025Q3: 7,504 shares; 2025Q4: 7,396 shares; 2026Q1: 7,278 shares 7,278 $723K 0.11% -118 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: 6,409 shares; 2024Q4: 7,435 shares; 2025Q1: 8,040 shares; 2025Q2: 8,168 shares; 2025Q3: 7,954 shares; 2025Q4: 7,741 shares; 2026Q1: 7,758 shares 7,758 $721K 0.11% +17 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: 21,768 shares; 2024Q4: 20,640 shares; 2025Q1: 20,101 shares; 2025Q2: 21,390 shares; 2025Q3: 21,961 shares; 2025Q4: 21,635 shares; 2026Q1: 21,421 shares 21,421 $718K 0.11% -214 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: 8,865 shares; 2024Q4: 8,767 shares; 2025Q1: 8,736 shares; 2025Q2: 9,025 shares; 2025Q3: 8,961 shares; 2025Q4: 8,879 shares; 2026Q1: 8,446 shares 8,446 $707K 0.11% -433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,665 shares; 2025Q4: 2,864 shares; 2026Q1: 4,378 shares 4,378 $702K 0.11% +1,514 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: 7,101 shares; 2024Q4: 6,523 shares; 2025Q1: 5,816 shares; 2025Q2: 5,012 shares; 2025Q3: 4,775 shares; 2025Q4: 4,347 shares; 2026Q1: 4,213 shares 4,213 $697K 0.11% -134 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,378 shares; 2025Q1: 2,333 shares; 2025Q2: 2,262 shares; 2025Q3: 2,236 shares; 2025Q4: 2,214 shares; 2026Q1: 2,167 shares 2,167 $689K 0.11% -47 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 6,970 shares; 2025Q1: 7,794 shares; 2025Q2: 8,995 shares; 2025Q3: 8,961 shares; 2025Q4: 9,621 shares; 2026Q1: 9,087 shares 9,087 $688K 0.11% -534 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,535 shares; 2024Q4: 11,299 shares; 2025Q1: 13,280 shares; 2025Q2: 14,620 shares; 2025Q3: 15,901 shares; 2025Q4: 15,378 shares; 2026Q1: 15,064 shares 15,064 $681K 0.11% -314 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 7,435 shares; 2025Q1: 7,154 shares; 2025Q2: 7,014 shares; 2025Q3: 6,921 shares; 2025Q4: 6,913 shares; 2026Q1: 6,965 shares 6,965 $667K 0.11% +52 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: 756 shares; 2025Q1: 752 shares; 2025Q2: 826 shares; 2025Q3: 780 shares; 2025Q4: 716 shares; 2026Q1: 683 shares 683 $657K 0.1% -33 Timeline SLQD 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: 68,043 shares; 2024Q4: 24,732 shares; 2025Q1: 13,750 shares; 2025Q2: 12,695 shares; 2025Q3: 12,656 shares; 2025Q4: 12,656 shares; 2026Q1: 12,638 shares 12,638 $638K 0.1% -18 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: 4,927 shares; 2024Q4: 5,211 shares; 2025Q1: 5,352 shares; 2025Q2: 5,173 shares; 2025Q3: 5,112 shares; 2025Q4: 4,997 shares; 2026Q1: 4,780 shares 4,780 $626K 0.1% -217 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: 2,896 shares; 2024Q4: 2,896 shares; 2025Q1: 3,086 shares; 2025Q2: 2,600 shares; 2025Q3: 2,345 shares; 2025Q4: 2,076 shares; 2026Q1: 1,894 shares 1,894 $623K 0.1% -182 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: 2,086 shares; 2024Q4: 2,031 shares; 2025Q1: 2,029 shares; 2025Q2: 1,938 shares; 2025Q3: 1,981 shares; 2025Q4: 1,783 shares; 2026Q1: 1,730 shares 1,730 $616K 0.1% -53 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,825 shares; 2025Q1: 2,070 shares; 2025Q2: 2,325 shares; 2025Q3: 2,320 shares; 2025Q4: 2,392 shares; 2026Q1: 2,533 shares 2,533 $616K 0.1% +141 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: 3,101 shares; 2024Q4: 6,786 shares; 2025Q1: 8,586 shares; 2025Q2: 8,991 shares; 2025Q3: 8,417 shares; 2025Q4: 8,035 shares; 2026Q1: 8,291 shares 8,291 $596K 0.09% +256 Timeline PII POLARIS INC More: the full row for POLARIS 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: 9,190 shares; 2025Q3: 9,828 shares; 2025Q4: 10,312 shares; 2026Q1: 10,908 shares 10,908 $594K 0.09% +596 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: 5,134 shares; 2024Q4: 5,390 shares; 2025Q1: 5,878 shares; 2025Q2: 6,642 shares; 2025Q3: 7,807 shares; 2025Q4: 8,182 shares; 2026Q1: 9,268 shares 9,268 $594K 0.09% +1,086 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 15,898 shares; 2025Q1: 20,366 shares; 2025Q2: 28,513 shares; 2025Q3: 29,231 shares; 2025Q4: 27,893 shares; 2026Q1: 37,393 shares 37,393 $588K 0.09% +9,500 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: 8,179 shares; 2024Q4: 12,221 shares; 2025Q1: 13,266 shares; 2025Q2: 11,461 shares; 2025Q3: 13,047 shares; 2025Q4: 13,453 shares; 2026Q1: 11,012 shares 11,012 $582K 0.09% -2,441 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 7,775 shares; 2025Q1: 7,821 shares; 2025Q2: 2,721 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,530 shares 5,530 $557K 0.09% 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: 3,267 shares; 2024Q4: 3,725 shares; 2025Q1: 3,584 shares; 2025Q2: 3,357 shares; 2025Q3: 3,324 shares; 2025Q4: 3,737 shares; 2026Q1: 3,762 shares 3,762 $553K 0.09% +25 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,860 shares; 2024Q4: 14,004 shares; 2025Q1: 15,767 shares; 2025Q2: 15,712 shares; 2025Q3: 17,583 shares; 2025Q4: 12,598 shares; 2026Q1: 14,751 shares 14,751 $549K 0.09% +2,153 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 470 shares; 2025Q2: 473 shares; 2025Q3: 474 shares; 2025Q4: 446 shares; 2026Q1: 414 shares 414 $547K 0.09% -32 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,326 shares; 2025Q1: 8,206 shares; 2025Q2: 9,688 shares; 2025Q3: 9,404 shares; 2025Q4: 8,962 shares; 2026Q1: 8,231 shares 8,231 $539K 0.09% -731 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: 2,602 shares; 2024Q4: 2,614 shares; 2025Q1: 2,468 shares; 2025Q2: 2,405 shares; 2025Q3: 2,259 shares; 2025Q4: 2,234 shares; 2026Q1: 2,220 shares 2,220 $539K 0.09% -14 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 10,671 shares; 2025Q1: 12,903 shares; 2025Q2: 15,331 shares; 2025Q3: 15,548 shares; 2025Q4: 14,650 shares; 2026Q1: 15,478 shares 15,478 $538K 0.09% +828 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,985 shares; 2024Q4: 15,067 shares; 2025Q1: 15,274 shares; 2025Q2: 21,045 shares; 2025Q3: 20,969 shares; 2025Q4: 21,082 shares; 2026Q1: 21,055 shares 21,055 $531K 0.08% -27 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares; 2025Q4: 2,839 shares; 2026Q1: 4,385 shares 4,385 $518K 0.08% +1,546 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 8,195 shares; 2025Q4: 15,713 shares; 2026Q1: 19,470 shares 19,470 $515K 0.08% +3,757 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,659 shares; 2026Q1: 4,962 shares 4,962 $514K 0.08% +1,303 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,570 shares; 2025Q1: 8,341 shares; 2025Q2: 9,035 shares; 2025Q3: 9,098 shares; 2025Q4: 8,359 shares; 2026Q1: 8,629 shares 8,629 $510K 0.08% +270 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 2,045 shares; 2025Q1: 1,946 shares; 2025Q2: 1,817 shares; 2025Q3: 1,556 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares 1,507 $509K 0.08% 0 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: 21,704 shares; 2024Q4: 20,439 shares; 2025Q1: 24,701 shares; 2025Q2: 29,023 shares; 2025Q3: 30,571 shares; 2025Q4: 22,389 shares; 2026Q1: 22,358 shares 22,358 $503K 0.08% -31 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,206 shares; 2025Q1: 14,520 shares; 2025Q2: 21,496 shares; 2025Q3: 21,488 shares; 2025Q4: 21,080 shares; 2026Q1: 20,750 shares 20,750 $497K 0.08% -330 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: 4,955 shares; 2024Q4: 5,137 shares; 2025Q1: 4,912 shares; 2025Q2: 4,883 shares; 2025Q3: 4,670 shares; 2025Q4: 3,731 shares; 2026Q1: 3,431 shares 3,431 $496K 0.08% -300 Timeline DFAX 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: 17,231 shares; 2024Q4: 17,231 shares; 2025Q1: 17,231 shares; 2025Q2: 14,464 shares; 2025Q3: 14,464 shares; 2025Q4: 14,464 shares; 2026Q1: 14,464 shares 14,464 $491K 0.08% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,501 shares; 2025Q1: 6,266 shares; 2025Q2: 7,047 shares; 2025Q3: 6,368 shares; 2025Q4: 4,329 shares; 2026Q1: 4,126 shares 4,126 $490K 0.08% -203 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: 4,801 shares; 2024Q4: 4,457 shares; 2025Q1: 4,832 shares; 2025Q2: 5,365 shares; 2025Q3: 5,292 shares; 2025Q4: 5,227 shares; 2026Q1: 5,205 shares 5,205 $487K 0.08% -22 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 7,267 shares; 2025Q1: 7,145 shares; 2025Q2: 7,147 shares; 2025Q3: 7,131 shares; 2025Q4: 6,537 shares; 2026Q1: 6,560 shares 6,560 $485K 0.08% +23 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: 9,972 shares; 2024Q4: 9,539 shares; 2025Q1: 9,387 shares; 2025Q2: 9,285 shares; 2025Q3: 9,246 shares; 2025Q4: 8,984 shares; 2026Q1: 8,919 shares 8,919 $482K 0.08% -65 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 4,558 shares; 2025Q1: 5,782 shares; 2025Q2: 6,418 shares; 2025Q3: 6,875 shares; 2025Q4: 5,370 shares; 2026Q1: 5,894 shares 5,894 $479K 0.08% +524 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,530 shares; 2025Q1: 3,380 shares; 2025Q2: 4,228 shares; 2025Q3: 4,164 shares; 2025Q4: 3,856 shares; 2026Q1: 3,791 shares 3,791 $477K 0.08% -65 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares; 2026Q1: 2,246 shares 2,246 $467K 0.07% +129 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 10,746 shares; 2025Q1: 14,515 shares; 2025Q2: 14,892 shares; 2025Q3: 12,944 shares; 2025Q4: 9,679 shares; 2026Q1: 9,144 shares 9,144 $465K 0.07% -535 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: 16,314 shares; 2024Q4: 15,094 shares; 2025Q1: 12,656 shares; 2025Q2: 8,405 shares; 2025Q3: 7,360 shares; 2025Q4: 5,661 shares; 2026Q1: 5,523 shares 5,523 $447K 0.07% -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: 1,781 shares; 2024Q4: 1,632 shares; 2025Q1: 1,539 shares; 2025Q2: 1,554 shares; 2025Q3: 1,609 shares; 2025Q4: 1,435 shares; 2026Q1: 1,430 shares 1,430 $432K 0.07% -5 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: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,671 shares; 2025Q2: 1,069 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares 1,011 $431K 0.07% 0 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: 1,846 shares; 2024Q4: 1,829 shares; 2025Q1: 1,779 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,857 shares; 2026Q1: 1,703 shares 1,703 $421K 0.07% -154 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: 7,551 shares; 2025Q1: 8,326 shares; 2025Q2: 9,062 shares; 2025Q3: 8,953 shares; 2025Q4: 8,652 shares; 2026Q1: 8,753 shares 8,753 $411K 0.07% +101 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: 500 shares; 2024Q4: 386 shares; 2025Q1: 364 shares; 2025Q2: 337 shares; 2025Q3: 311 shares; 2025Q4: 280 shares; 2026Q1: 278 shares 278 $409K 0.06% -2 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: 117 shares; 2024Q4: 107 shares; 2025Q1: 120 shares; 2025Q2: 136 shares; 2025Q3: 135 shares; 2025Q4: 120 shares; 2026Q1: 97 shares 97 $408K 0.06% -23 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: 1,999 shares; 2024Q4: 2,090 shares; 2025Q1: 2,167 shares; 2025Q2: 2,320 shares; 2025Q3: 2,316 shares; 2025Q4: 2,355 shares; 2026Q1: 2,340 shares 2,340 $404K 0.06% -15 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 3,855 shares; 2025Q1: 3,689 shares; 2025Q2: 3,362 shares; 2025Q3: 3,161 shares; 2025Q4: 3,049 shares; 2026Q1: 2,935 shares 2,935 $402K 0.06% -114 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,309 shares; 2025Q1: 1,292 shares; 2025Q2: 1,249 shares; 2025Q3: 1,201 shares; 2025Q4: 1,200 shares; 2026Q1: 1,076 shares 1,076 $391K 0.06% -124 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 4,556 shares; 2025Q1: 5,373 shares; 2025Q2: 7,207 shares; 2025Q3: 7,708 shares; 2025Q4: 7,687 shares; 2026Q1: 7,510 shares 7,510 $390K 0.06% -177 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,170 shares; 2025Q1: 6,751 shares; 2025Q2: 8,644 shares; 2025Q3: 9,771 shares; 2025Q4: 10,040 shares; 2026Q1: 10,522 shares 10,522 $389K 0.06% +482 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,017 shares; 2025Q1: 2,183 shares; 2025Q2: 2,243 shares; 2025Q3: 2,233 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares 2,376 $388K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,543 shares; 2024Q4: 12,289 shares; 2025Q1: 10,049 shares; 2025Q2: 9,206 shares; 2025Q3: 8,270 shares; 2025Q4: 7,808 shares; 2026Q1: 7,539 shares 7,539 $378K 0.06% -269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 599 shares; 2026Q1: 864 shares 864 $367K 0.06% +265 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 2,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,049 shares; 2026Q1: 2,039 shares 2,039 $366K 0.06% -10 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 8,074 shares; 2025Q1: 3,381 shares; 2025Q2: 3,381 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 3,306 shares 3,306 $365K 0.06% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,518 shares; 2025Q4: 7,256 shares; 2026Q1: 7,387 shares 7,387 $362K 0.06% +131 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: 2,792 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,556 shares; 2025Q3: 2,520 shares; 2025Q4: 2,469 shares; 2026Q1: 2,468 shares 2,468 $358K 0.06% -1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 6,444 shares; 2025Q1: 5,496 shares; 2025Q2: 3,824 shares; 2025Q3: 3,775 shares; 2025Q4: 3,345 shares; 2026Q1: 3,327 shares 3,327 $354K 0.06% -18 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: 2,975 shares; 2025Q3: 4,067 shares; 2025Q4: 4,192 shares; 2026Q1: 4,192 shares 4,192 $351K 0.06% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 13,257 shares; 2025Q1: 18,436 shares; 2025Q2: 22,737 shares; 2025Q3: 23,232 shares; 2025Q4: 20,883 shares; 2026Q1: 20,845 shares 20,845 $342K 0.05% -38 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: 1,297 shares; 2024Q4: 1,235 shares; 2025Q1: 982 shares; 2025Q2: 979 shares; 2025Q3: 982 shares; 2025Q4: 960 shares; 2026Q1: 952 shares 952 $341K 0.05% -8 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,359 shares; 2025Q1: 4,335 shares; 2025Q2: 4,312 shares; 2025Q3: 4,266 shares; 2025Q4: 4,158 shares; 2026Q1: 4,111 shares 4,111 $337K 0.05% -47 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,452 shares; 2025Q3: 4,104 shares; 2025Q4: 5,182 shares; 2026Q1: 5,215 shares 5,215 $335K 0.05% +33 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: 2,314 shares; 2024Q4: 1,454 shares; 2025Q1: 1,323 shares; 2025Q2: 1,293 shares; 2025Q3: 1,421 shares; 2025Q4: 2,494 shares; 2026Q1: 2,794 shares 2,794 $330K 0.05% +300 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: 3,644 shares; 2024Q4: 3,544 shares; 2025Q1: 3,544 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $328K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,548 shares; 2025Q3: 1,364 shares; 2025Q4: 1,038 shares; 2026Q1: 937 shares 937 $323K 0.05% -101 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: 8,347 shares; 2025Q3: 8,849 shares; 2025Q4: 8,345 shares; 2026Q1: 8,298 shares 8,298 $314K 0.05% -47 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 732 shares; 2025Q1: 991 shares; 2025Q2: 1,188 shares; 2025Q3: 1,367 shares; 2025Q4: 1,356 shares; 2026Q1: 1,302 shares 1,302 $312K 0.05% -54 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 12,858 shares; 2025Q1: 12,808 shares; 2025Q2: 16,209 shares; 2025Q3: 17,374 shares; 2025Q4: 16,846 shares; 2026Q1: 16,150 shares 16,150 $312K 0.05% -696 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES 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: 3,858 shares; 2026Q1: 4,314 shares 4,314 $307K 0.05% +456 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: 1,085 shares; 2024Q4: 944 shares; 2025Q1: 1,007 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 577 shares; 2026Q1: 468 shares 468 $304K 0.05% -109 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: 1,830 shares; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 2,273 shares; 2025Q4: 2,298 shares; 2026Q1: 2,467 shares 2,467 $304K 0.05% +169 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: 3,516 shares; 2024Q4: 3,232 shares; 2025Q1: 3,122 shares; 2025Q2: 3,100 shares; 2025Q3: 3,051 shares; 2025Q4: 2,970 shares; 2026Q1: 2,961 shares 2,961 $304K 0.05% -9 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 3,593 shares; 2025Q3: 3,792 shares; 2025Q4: 3,528 shares; 2026Q1: 3,513 shares 3,513 $303K 0.05% -15 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 14,253 shares; 2025Q1: 18,502 shares; 2025Q2: 24,537 shares; 2025Q3: 29,797 shares; 2025Q4: 37,727 shares; 2026Q1: 43,007 shares 43,007 $299K 0.05% +5,280 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 828 shares; 2025Q1: 1,012 shares; 2025Q2: 1,026 shares; 2025Q3: 1,108 shares; 2025Q4: 1,021 shares; 2026Q1: 859 shares 859 $294K 0.05% -162 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 2,371 shares; 2025Q3: 2,506 shares; 2025Q4: 2,863 shares; 2026Q1: 3,231 shares 3,231 $287K 0.05% +368 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,570 shares; 2024Q4: 22,925 shares; 2025Q1: 22,091 shares; 2025Q2: 21,369 shares; 2025Q3: 19,530 shares; 2025Q4: 18,081 shares; 2026Q1: 17,854 shares 17,854 $284K 0.04% -227 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: 3,981 shares; 2025Q1: 4,843 shares; 2025Q2: 5,154 shares; 2025Q3: 5,090 shares; 2025Q4: 3,181 shares; 2026Q1: 3,525 shares 3,525 $282K 0.04% +344 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,175 shares; 2026Q1: 4,920 shares 4,920 $280K 0.04% -255 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 5,996 shares; 2025Q1: 5,566 shares; 2025Q2: 5,838 shares; 2025Q3: 6,814 shares; 2025Q4: 5,533 shares; 2026Q1: 4,472 shares 4,472 $274K 0.04% -1,061 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,364 shares; 2025Q4: 5,229 shares; 2026Q1: 5,043 shares 5,043 $274K 0.04% -186 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: 613 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 542 shares; 2025Q3: 442 shares; 2025Q4: 392 shares; 2026Q1: 408 shares 408 $267K 0.04% +16 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: 7,693 shares; 2024Q4: 6,115 shares; 2025Q1: 5,216 shares; 2025Q2: 5,012 shares; 2025Q3: 4,825 shares; 2025Q4: 4,678 shares; 2026Q1: 4,584 shares 4,584 $264K 0.04% -94 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,902 shares; 2025Q2: 15,233 shares; 2025Q3: 16,754 shares; 2025Q4: 16,951 shares; 2026Q1: 20,044 shares 20,044 $258K 0.04% +3,093 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 2,794 shares; 2025Q4: 2,790 shares; 2026Q1: 2,752 shares 2,752 $250K 0.04% -38 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,201 shares; 2025Q1: 3,085 shares; 2025Q2: 3,065 shares; 2025Q3: 2,768 shares; 2025Q4: 2,975 shares; 2026Q1: 2,713 shares 2,713 $245K 0.04% -262 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: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 595 shares; 2025Q3: 582 shares; 2025Q4: 508 shares; 2026Q1: 499 shares 499 $245K 0.04% -9 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: 517 shares; 2024Q4: 575 shares; 2025Q1: 620 shares; 2025Q2: 556 shares; 2025Q3: 482 shares; 2025Q4: 407 shares; 2026Q1: 355 shares 355 $242K 0.04% -52 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: not reported; 2024Q4: 1,826 shares; 2025Q1: 1,797 shares; 2025Q2: 1,705 shares; 2025Q3: 1,678 shares; 2025Q4: 1,299 shares; 2026Q1: 1,177 shares 1,177 $227K 0.04% -122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 2,955 shares 2,955 $225K 0.04% -62 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,734 shares; 2025Q4: not reported; 2026Q1: 4,724 shares 4,724 $220K 0.03% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,571 shares 1,571 $214K 0.03% new 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: 810 shares; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $213K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,774 shares; 2025Q3: 3,412 shares; 2025Q4: not reported; 2026Q1: 3,412 shares 3,412 $211K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 233 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $208K 0.03% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 12,138 shares; 2025Q1: 12,852 shares; 2025Q2: 13,631 shares; 2025Q3: 13,508 shares; 2025Q4: 11,088 shares; 2026Q1: 11,339 shares 11,339 $208K 0.03% +251 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,131 shares 1,131 $207K 0.03% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,192 shares; 2024Q4: 16,706 shares; 2025Q1: 17,444 shares; 2025Q2: 19,149 shares; 2025Q3: 19,619 shares; 2025Q4: 16,270 shares; 2026Q1: 19,307 shares 19,307 $163K 0.03% +3,037 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,074 shares; 2025Q1: 12,043 shares; 2025Q2: 13,211 shares; 2025Q3: 13,305 shares; 2025Q4: 11,132 shares; 2026Q1: 17,194 shares 17,194 $144K 0.02% +6,062 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,045 shares; 2024Q4: 30,692 shares; 2025Q1: 36,313 shares; 2025Q2: 37,490 shares; 2025Q3: 45,161 shares; 2025Q4: 23,375 shares; 2026Q1: 11,650 shares 11,650 $14.8K <0.01% -11,725 Timeline