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: 103,229 shares; 2024Q4: 106,062 shares; 2025Q1: 111,675 shares; 2025Q2: 121,434 shares; 2025Q3: 165,362 shares; 2025Q4: 167,176 shares; 2026Q1: 176,697 shares 176,697 $106M 16.27% +9,521 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072,120 shares; 2024Q4: 1,094,709 shares; 2025Q1: 1,132,615 shares; 2025Q2: 1,233,662 shares; 2025Q3: 1,249,657 shares; 2025Q4: 1,256,430 shares; 2026Q1: 1,174,605 shares 1,174,605 $75.3M 11.6% -81,825 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: 178,670 shares; 2024Q4: 176,050 shares; 2025Q1: 174,403 shares; 2025Q2: 176,014 shares; 2025Q3: 176,375 shares; 2025Q4: 173,701 shares; 2026Q1: 173,405 shares 173,405 $55.6M 8.57% -296 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,475 shares; 2024Q4: 492,871 shares; 2025Q1: 525,390 shares; 2025Q2: 532,006 shares; 2025Q3: 554,355 shares; 2025Q4: 593,862 shares; 2026Q1: 573,702 shares 573,702 $45.5M 7.01% -20,160 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: 104,268 shares; 2024Q4: 100,693 shares; 2025Q1: 98,700 shares; 2025Q2: 98,764 shares; 2025Q3: 57,356 shares; 2025Q4: 55,932 shares; 2026Q1: 55,512 shares 55,512 $36.1M 5.56% -420 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: 544,580 shares; 2024Q4: 549,865 shares; 2025Q1: 558,637 shares; 2025Q2: 554,740 shares; 2025Q3: 553,717 shares; 2025Q4: 551,940 shares; 2026Q1: 554,763 shares 554,763 $30M 4.62% +2,823 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: 701,061 shares; 2024Q4: 664,424 shares; 2025Q1: 953,471 shares; 2025Q2: 970,659 shares; 2025Q3: 1,016,994 shares; 2025Q4: 1,090,511 shares; 2026Q1: 429,184 shares 429,184 $25.6M 3.94% -661,327 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: 544,901 shares; 2024Q4: 573,072 shares; 2025Q1: 565,630 shares; 2025Q2: 545,176 shares; 2025Q3: 538,794 shares; 2025Q4: 527,624 shares; 2026Q1: 452,512 shares 452,512 $20.7M 3.18% -75,112 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,334 shares; 2024Q4: 312,215 shares; 2025Q1: 370,263 shares; 2025Q2: 377,435 shares; 2025Q3: 392,837 shares; 2025Q4: 414,097 shares; 2026Q1: 430,538 shares 430,538 $20.2M 3.12% +16,441 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,727 shares; 2024Q4: 509,762 shares; 2025Q1: 353,942 shares; 2025Q2: 339,969 shares; 2025Q3: 348,711 shares; 2025Q4: 356,634 shares; 2026Q1: 306,302 shares 306,302 $16.3M 2.51% -50,332 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,766 shares; 2024Q4: 35,113 shares; 2025Q1: 34,323 shares; 2025Q2: 53,137 shares; 2025Q3: 51,869 shares; 2025Q4: 49,574 shares; 2026Q1: 49,546 shares 49,546 $14.8M 2.28% -28 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,948 shares; 2024Q4: 164,638 shares; 2025Q1: 171,715 shares; 2025Q2: 179,405 shares; 2025Q3: 183,487 shares; 2025Q4: 192,124 shares; 2026Q1: 198,723 shares 198,723 $13.4M 2.07% +6,599 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: 149,930 shares; 2024Q4: 152,433 shares; 2025Q1: 128,133 shares; 2025Q2: 117,526 shares; 2025Q3: 112,958 shares; 2025Q4: 113,595 shares; 2026Q1: 104,999 shares 104,999 $13.1M 2.01% -8,596 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: 123,750 shares; 2024Q4: 121,158 shares; 2025Q1: 116,374 shares; 2025Q2: 115,291 shares; 2025Q3: 113,724 shares; 2025Q4: 112,075 shares; 2026Q1: 108,033 shares 108,033 $10.5M 1.62% -4,042 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,547 shares; 2024Q4: 444,771 shares; 2025Q1: 456,943 shares; 2025Q2: 158,107 shares; 2025Q3: 166,000 shares; 2025Q4: 185,975 shares; 2026Q1: 232,240 shares 232,240 $9.48M 1.46% +46,265 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,804 shares; 2024Q4: 476,091 shares; 2025Q1: 516,025 shares; 2025Q2: 522,362 shares; 2025Q3: 535,914 shares; 2025Q4: 557,485 shares; 2026Q1: 346,474 shares 346,474 $9.22M 1.42% -211,011 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,222 shares; 2024Q4: 183,649 shares; 2025Q1: 182,079 shares; 2025Q2: 176,070 shares; 2025Q3: 173,131 shares; 2025Q4: 171,570 shares; 2026Q1: 150,148 shares 150,148 $7.89M 1.22% -21,422 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,774 shares; 2024Q4: 71,761 shares; 2025Q1: 74,191 shares; 2025Q2: 74,453 shares; 2025Q3: 78,108 shares; 2025Q4: 106,400 shares; 2026Q1: 103,801 shares 103,801 $7.64M 1.18% -2,599 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: 21,389 shares; 2024Q4: 21,049 shares; 2025Q1: 28,427 shares; 2025Q2: 29,211 shares; 2025Q3: 28,937 shares; 2025Q4: 30,931 shares; 2026Q1: 31,620 shares 31,620 $5.51M 0.85% +689 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: 18,573 shares; 2024Q4: 18,682 shares; 2025Q1: 20,080 shares; 2025Q2: 20,589 shares; 2025Q3: 20,604 shares; 2025Q4: 20,419 shares; 2026Q1: 20,719 shares 20,719 $5.26M 0.81% +300 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: 108,206 shares; 2024Q4: 105,749 shares; 2025Q1: 100,361 shares; 2025Q2: 109,639 shares; 2025Q3: 106,482 shares; 2025Q4: 100,387 shares; 2026Q1: 98,737 shares 98,737 $4.63M 0.71% -1,650 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,568 shares; 2024Q4: 45,615 shares; 2025Q1: 47,293 shares; 2025Q2: 52,707 shares; 2025Q3: 55,628 shares; 2025Q4: 55,103 shares; 2026Q1: 56,781 shares 56,781 $4.38M 0.67% +1,678 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: 15,773 shares; 2024Q4: 15,623 shares; 2025Q1: 15,284 shares; 2025Q2: 15,488 shares; 2025Q3: 15,399 shares; 2025Q4: 19,915 shares; 2026Q1: 20,016 shares 20,016 $4.17M 0.64% +101 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: 10,887 shares; 2024Q4: 10,982 shares; 2025Q1: 10,880 shares; 2025Q2: 11,312 shares; 2025Q3: 11,441 shares; 2025Q4: 11,158 shares; 2026Q1: 11,111 shares 11,111 $4.11M 0.63% -47 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,080 shares; 2024Q4: 45,094 shares; 2025Q1: 44,216 shares; 2025Q2: 42,913 shares; 2025Q3: 42,198 shares; 2025Q4: 42,042 shares; 2026Q1: 41,242 shares 41,242 $3.92M 0.6% -800 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 3,204 shares; 2025Q2: 41,459 shares; 2025Q3: 41,069 shares; 2025Q4: 40,514 shares; 2026Q1: 40,484 shares 40,484 $3.59M 0.55% -30 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: 14,548 shares; 2024Q4: 14,085 shares; 2025Q1: 12,769 shares; 2025Q2: 12,792 shares; 2025Q3: 12,502 shares; 2025Q4: 12,277 shares; 2026Q1: 12,467 shares 12,467 $3.59M 0.55% +190 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,084 shares; 2024Q4: 19,412 shares; 2025Q1: 19,966 shares; 2025Q2: 19,966 shares; 2025Q3: 19,966 shares; 2025Q4: 22,833 shares; 2026Q1: 24,347 shares 24,347 $2.6M 0.4% +1,514 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,289 shares; 2024Q4: 35,375 shares; 2025Q1: 36,887 shares; 2025Q2: 37,644 shares; 2025Q3: 39,674 shares; 2025Q4: 31,202 shares; 2026Q1: 32,363 shares 32,363 $2.54M 0.39% +1,161 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,901 shares; 2024Q4: 24,695 shares; 2025Q1: 36,883 shares; 2025Q2: 33,737 shares; 2025Q3: 27,311 shares; 2025Q4: 35,009 shares; 2026Q1: 50,480 shares 50,480 $2.52M 0.39% +15,471 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 12,420 shares; 2025Q1: 20,693 shares; 2025Q2: 21,295 shares; 2025Q3: 21,074 shares; 2025Q4: 20,886 shares; 2026Q1: 21,867 shares 21,867 $2.46M 0.38% +981 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,508 shares; 2025Q1: 8,550 shares; 2025Q2: 8,862 shares; 2025Q3: 8,319 shares; 2025Q4: 22,010 shares; 2026Q1: 20,718 shares 20,718 $2.26M 0.35% -1,292 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: 7,722 shares; 2024Q4: 7,730 shares; 2025Q1: 7,684 shares; 2025Q2: 7,693 shares; 2025Q3: 7,014 shares; 2025Q4: 6,462 shares; 2026Q1: 6,956 shares 6,956 $2.15M 0.33% +494 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,903 shares; 2025Q1: 17,605 shares; 2025Q2: 18,442 shares; 2025Q3: 19,580 shares; 2025Q4: 19,786 shares; 2026Q1: 18,751 shares 18,751 $1.89M 0.29% -1,035 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,005 shares; 2024Q4: 21,053 shares; 2025Q1: 20,963 shares; 2025Q2: 21,182 shares; 2025Q3: 21,214 shares; 2025Q4: 41,120 shares; 2026Q1: 41,082 shares 41,082 $1.89M 0.29% -38 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: 7,950 shares; 2024Q4: 7,915 shares; 2025Q1: 7,787 shares; 2025Q2: 7,911 shares; 2025Q3: 7,665 shares; 2025Q4: 6,125 shares; 2026Q1: 5,870 shares 5,870 $1.73M 0.27% -255 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: 3,599 shares; 2024Q4: 3,599 shares; 2025Q1: 3,604 shares; 2025Q2: 3,876 shares; 2025Q3: 3,872 shares; 2025Q4: 3,831 shares; 2026Q1: 3,561 shares 3,561 $1.71M 0.26% -270 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,972 shares; 2024Q4: 14,603 shares; 2025Q1: 11,816 shares; 2025Q2: 11,860 shares; 2025Q3: 11,667 shares; 2025Q4: 10,649 shares; 2026Q1: 9,896 shares 9,896 $1.6M 0.25% -753 Timeline SPIB 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: 202,536 shares; 2024Q4: 203,467 shares; 2025Q1: 68,192 shares; 2025Q2: 66,963 shares; 2025Q3: 62,047 shares; 2025Q4: 61,637 shares; 2026Q1: 46,161 shares 46,161 $1.55M 0.24% -15,476 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: 7,503 shares; 2024Q4: 7,365 shares; 2025Q1: 7,241 shares; 2025Q2: 7,114 shares; 2025Q3: 6,959 shares; 2025Q4: 6,355 shares; 2026Q1: 6,269 shares 6,269 $1.53M 0.24% -86 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: 8,907 shares; 2024Q4: 8,895 shares; 2025Q1: 8,825 shares; 2025Q2: 8,777 shares; 2025Q3: 8,942 shares; 2025Q4: 9,034 shares; 2026Q1: 9,018 shares 9,018 $1.53M 0.24% -16 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,529 shares; 2024Q4: 16,529 shares; 2025Q1: 16,529 shares; 2025Q2: 16,529 shares; 2025Q3: 16,529 shares; 2025Q4: 16,529 shares; 2026Q1: 16,529 shares 16,529 $1.43M 0.22% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 11,246 shares; 2025Q1: 11,270 shares; 2025Q2: 12,170 shares; 2025Q3: 12,099 shares; 2025Q4: 11,025 shares; 2026Q1: 12,741 shares 12,741 $1.41M 0.22% +1,716 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: 17,171 shares; 2024Q4: 17,321 shares; 2025Q1: 17,426 shares; 2025Q2: 17,488 shares; 2025Q3: 17,776 shares; 2025Q4: 17,785 shares; 2026Q1: 17,893 shares 17,893 $1.39M 0.21% +108 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: 9,651 shares; 2024Q4: 9,754 shares; 2025Q1: 9,753 shares; 2025Q2: 9,837 shares; 2025Q3: 9,968 shares; 2025Q4: 8,480 shares; 2026Q1: 4,030 shares 4,030 $1.36M 0.21% -4,450 Timeline KRE 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: 36,357 shares; 2024Q4: 36,137 shares; 2025Q1: 28,393 shares; 2025Q2: 28,585 shares; 2025Q3: 28,019 shares; 2025Q4: 21,768 shares; 2026Q1: 20,787 shares 20,787 $1.35M 0.21% -981 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 7,940 shares; 2025Q1: 8,130 shares; 2025Q2: 8,321 shares; 2025Q3: 8,406 shares; 2025Q4: 8,477 shares; 2026Q1: 8,599 shares 8,599 $1.35M 0.21% +122 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: 4,995 shares; 2024Q4: 4,885 shares; 2025Q1: 4,918 shares; 2025Q2: 4,902 shares; 2025Q3: 4,785 shares; 2025Q4: 4,633 shares; 2026Q1: 4,598 shares 4,598 $1.32M 0.2% -35 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,029 shares; 2024Q4: 11,035 shares; 2025Q1: 10,069 shares; 2025Q2: 10,157 shares; 2025Q3: 9,946 shares; 2025Q4: 9,854 shares; 2026Q1: 9,990 shares 9,990 $1.31M 0.2% +136 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,042 shares; 2024Q4: 62,000 shares; 2025Q1: 64,538 shares; 2025Q2: 62,835 shares; 2025Q3: 61,423 shares; 2025Q4: 60,930 shares; 2026Q1: 10,936 shares 10,936 $1.3M 0.2% -49,994 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: 29,867 shares; 2024Q4: 29,349 shares; 2025Q1: 17,791 shares; 2025Q2: 13,397 shares; 2025Q3: 12,174 shares; 2025Q4: 6,490 shares; 2026Q1: 4,969 shares 4,969 $1.23M 0.19% -1,521 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,535 shares; 2024Q4: 53,040 shares; 2025Q1: 54,163 shares; 2025Q2: 55,835 shares; 2025Q3: 55,863 shares; 2025Q4: 56,927 shares; 2026Q1: 57,993 shares 57,993 $1.23M 0.19% +1,066 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 12,813 shares; 2025Q1: 12,744 shares; 2025Q2: 12,765 shares; 2025Q3: 12,724 shares; 2025Q4: 12,454 shares; 2026Q1: 12,531 shares 12,531 $1.18M 0.18% +77 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: 2,808 shares; 2024Q4: 2,700 shares; 2025Q1: 2,475 shares; 2025Q2: 2,399 shares; 2025Q3: 2,277 shares; 2025Q4: 2,017 shares; 2026Q1: 1,950 shares 1,950 $1.12M 0.17% -67 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 6,946 shares; 2025Q1: 6,997 shares; 2025Q2: 7,070 shares; 2025Q3: 7,008 shares; 2025Q4: 6,357 shares; 2026Q1: 6,330 shares 6,330 $1.07M 0.16% -27 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,429 shares; 2024Q4: 15,528 shares; 2025Q1: 13,660 shares; 2025Q2: 14,250 shares; 2025Q3: 14,399 shares; 2025Q4: 7,088 shares; 2026Q1: 7,134 shares 7,134 $1.05M 0.16% +46 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,105 shares; 2024Q4: 23,616 shares; 2025Q1: 29,780 shares; 2025Q2: 23,234 shares; 2025Q3: 14,580 shares; 2025Q4: 18,670 shares; 2026Q1: 19,350 shares 19,350 $1.03M 0.16% +680 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: 7,183 shares; 2024Q4: 7,165 shares; 2025Q1: 7,097 shares; 2025Q2: 6,964 shares; 2025Q3: 6,957 shares; 2025Q4: 6,927 shares; 2026Q1: 6,994 shares 6,994 $1.01M 0.16% +67 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,926 shares; 2024Q4: 7,501 shares; 2025Q1: 7,006 shares; 2025Q2: 6,953 shares; 2025Q3: 6,980 shares; 2025Q4: 6,583 shares; 2026Q1: 6,318 shares 6,318 $1.01M 0.16% -265 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: 3,449 shares; 2024Q4: 3,456 shares; 2025Q1: 3,462 shares; 2025Q2: 4,257 shares; 2025Q3: 3,825 shares; 2025Q4: 35,579 shares; 2026Q1: 35,469 shares 35,469 $996K 0.15% -110 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,173 shares; 2025Q1: 9,097 shares; 2025Q2: 8,390 shares; 2025Q3: 8,341 shares; 2025Q4: 15,667 shares; 2026Q1: 16,247 shares 16,247 $995K 0.15% +580 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: 9,268 shares; 2024Q4: 9,756 shares; 2025Q1: 9,854 shares; 2025Q2: 9,685 shares; 2025Q3: 9,888 shares; 2025Q4: 10,404 shares; 2026Q1: 10,317 shares 10,317 $994K 0.15% -87 Timeline EFAX 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: 11,431 shares; 2024Q4: 10,628 shares; 2025Q1: 18,227 shares; 2025Q2: 19,939 shares; 2025Q3: 20,348 shares; 2025Q4: 20,565 shares; 2026Q1: 19,974 shares 19,974 $994K 0.15% -591 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: 16,283 shares; 2024Q4: 15,508 shares; 2025Q1: 10,314 shares; 2025Q2: 10,524 shares; 2025Q3: 11,080 shares; 2025Q4: 7,991 shares; 2026Q1: 7,623 shares 7,623 $947K 0.15% -368 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: 5,144 shares; 2024Q4: 5,110 shares; 2025Q1: 5,419 shares; 2025Q2: 5,372 shares; 2025Q3: 5,275 shares; 2025Q4: 4,705 shares; 2026Q1: 4,787 shares 4,787 $923K 0.14% +82 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: 3,970 shares; 2024Q4: 3,991 shares; 2025Q1: 4,062 shares; 2025Q2: 3,917 shares; 2025Q3: 3,812 shares; 2025Q4: 3,719 shares; 2026Q1: 3,701 shares 3,701 $914K 0.14% -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: 5,399 shares; 2024Q4: 5,300 shares; 2025Q1: 5,455 shares; 2025Q2: 5,696 shares; 2025Q3: 5,773 shares; 2025Q4: 5,797 shares; 2026Q1: 5,866 shares 5,866 $911K 0.14% +69 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: 2,178 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,071 shares; 2026Q1: 2,044 shares 2,044 $893K 0.14% -27 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: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares 2,493 $892K 0.14% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,276 shares; 2024Q4: 18,553 shares; 2025Q1: 21,000 shares; 2025Q2: 17,914 shares; 2025Q3: 21,162 shares; 2025Q4: 14,479 shares; 2026Q1: 14,982 shares 14,982 $877K 0.14% +503 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,237 shares; 2024Q4: 11,321 shares; 2025Q1: 12,628 shares; 2025Q2: 12,549 shares; 2025Q3: 12,500 shares; 2025Q4: 11,881 shares; 2026Q1: 12,137 shares 12,137 $872K 0.13% +256 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: 7,846 shares; 2024Q4: 7,605 shares; 2025Q1: 7,348 shares; 2025Q2: 7,372 shares; 2025Q3: 7,044 shares; 2025Q4: 6,090 shares; 2026Q1: 5,819 shares 5,819 $856K 0.13% -271 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 1,404 shares 1,404 $810K 0.12% +1,400 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: 141 shares; 2024Q4: 16 shares; 2025Q1: 2,187 shares; 2025Q2: 2,201 shares; 2025Q3: 2,187 shares; 2025Q4: 2,181 shares; 2026Q1: 2,173 shares 2,173 $808K 0.12% -8 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: 32,900 shares; 2024Q4: 32,935 shares; 2025Q1: 32,934 shares; 2025Q2: 33,592 shares; 2025Q3: 20,783 shares; 2025Q4: 16,381 shares; 2026Q1: 15,985 shares 15,985 $779K 0.12% -396 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: 7,229 shares; 2024Q4: 7,170 shares; 2025Q1: 6,298 shares; 2025Q2: 6,240 shares; 2025Q3: 5,912 shares; 2025Q4: 5,855 shares; 2026Q1: 5,950 shares 5,950 $766K 0.12% +95 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,814 shares; 2025Q1: 1,814 shares; 2025Q2: 1,833 shares; 2025Q3: 1,780 shares; 2025Q4: 1,532 shares; 2026Q1: 1,539 shares 1,539 $728K 0.11% +7 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: 3,597 shares; 2024Q4: 3,440 shares; 2025Q1: 3,521 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,521 shares; 2026Q1: 3,521 shares 3,521 $691K 0.11% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 10,891 shares; 2026Q1: 10,932 shares 10,932 $687K 0.11% +41 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: 8,030 shares; 2024Q4: 8,139 shares; 2025Q1: 7,869 shares; 2025Q2: 8,163 shares; 2025Q3: 7,978 shares; 2025Q4: 7,795 shares; 2026Q1: 7,802 shares 7,802 $653K 0.1% +7 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: 7,842 shares; 2024Q4: 8,037 shares; 2025Q1: 9,154 shares; 2025Q2: 8,910 shares; 2025Q3: 8,923 shares; 2025Q4: 8,853 shares; 2026Q1: 4,474 shares 4,474 $650K 0.1% -4,379 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 4,538 shares; 2025Q1: 4,408 shares; 2025Q2: 3,944 shares; 2025Q3: 3,937 shares; 2025Q4: 4,688 shares; 2026Q1: 4,648 shares 4,648 $643K 0.1% -40 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: 39 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 700 shares; 2025Q3: 717 shares; 2025Q4: 700 shares; 2026Q1: 689 shares 689 $634K 0.1% -11 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: 3,460 shares; 2024Q4: 3,301 shares; 2025Q1: 3,381 shares; 2025Q2: 3,825 shares; 2025Q3: 5,483 shares; 2025Q4: 5,123 shares; 2026Q1: 5,148 shares 5,148 $624K 0.1% +25 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: 10,190 shares; 2024Q4: 20,380 shares; 2025Q1: 25,236 shares; 2025Q2: 25,236 shares; 2025Q3: 24,643 shares; 2025Q4: 24,643 shares; 2026Q1: 24,643 shares 24,643 $610K 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,823 shares 5,823 $609K 0.09% 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: 7,996 shares; 2024Q4: 8,140 shares; 2025Q1: 8,406 shares; 2025Q2: 8,644 shares; 2025Q3: 8,943 shares; 2025Q4: 10,135 shares; 2026Q1: 10,441 shares 10,441 $588K 0.09% +306 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,189 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,170 shares; 2025Q4: 1,161 shares; 2026Q1: 1,167 shares 1,167 $579K 0.09% +6 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: 3,296 shares; 2024Q4: 3,321 shares; 2025Q1: 3,356 shares; 2025Q2: 3,367 shares; 2025Q3: 3,321 shares; 2025Q4: 3,300 shares; 2026Q1: 3,302 shares 3,302 $558K 0.09% +2 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,649 shares; 2025Q1: 1,153 shares; 2025Q2: 1,125 shares; 2025Q3: 939 shares; 2025Q4: 476 shares; 2026Q1: 770 shares 770 $537K 0.08% +294 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 5,714 shares; 2025Q1: 5,532 shares; 2025Q2: 5,373 shares; 2025Q3: 5,369 shares; 2025Q4: 5,251 shares; 2026Q1: 5,254 shares 5,254 $522K 0.08% +3 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,034 shares; 2025Q1: 6,314 shares; 2025Q2: 6,831 shares; 2025Q3: 8,753 shares; 2025Q4: 29,885 shares; 2026Q1: 29,838 shares 29,838 $514K 0.08% -47 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,595 shares; 2024Q4: 61,794 shares; 2025Q1: 20,699 shares; 2025Q2: 20,341 shares; 2025Q3: 21,312 shares; 2025Q4: 21,577 shares; 2026Q1: 21,577 shares 21,577 $499K 0.08% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 6,943 shares; 2026Q1: 5,039 shares 5,039 $484K 0.07% -1,904 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,904 shares; 2025Q1: 7,104 shares; 2025Q2: 7,104 shares; 2025Q3: 7,104 shares; 2025Q4: 8,203 shares; 2026Q1: 9,660 shares 9,660 $483K 0.07% +1,457 Timeline EEMX 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: 7,681 shares; 2024Q4: 7,521 shares; 2025Q1: 10,363 shares; 2025Q2: 10,551 shares; 2025Q3: 10,357 shares; 2025Q4: 10,280 shares; 2026Q1: 10,265 shares 10,265 $454K 0.07% -15 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 2,708 shares; 2025Q1: 5,387 shares; 2025Q2: 3,012 shares; 2025Q3: 5,828 shares; 2025Q4: 8,346 shares; 2026Q1: 8,816 shares 8,816 $446K 0.07% +470 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 1,200 shares; 2025Q4: 1,241 shares; 2026Q1: 1,267 shares 1,267 $413K 0.06% +26 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: 7,495 shares; 2024Q4: 7,447 shares; 2025Q1: 1,624 shares; 2025Q2: 1,888 shares; 2025Q3: 1,676 shares; 2025Q4: 1,534 shares; 2026Q1: 1,531 shares 1,531 $401K 0.06% -3 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 115 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 128 shares; 2026Q1: 758 shares 758 $379K 0.06% +630 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 2,860 shares; 2025Q1: 5,383 shares; 2025Q2: 2,951 shares; 2025Q3: 5,802 shares; 2025Q4: 6,251 shares; 2026Q1: 7,259 shares 7,259 $367K 0.06% +1,008 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 8,543 shares; 2025Q1: 7,580 shares; 2025Q2: 7,752 shares; 2025Q3: 7,803 shares; 2025Q4: 7,688 shares; 2026Q1: 7,436 shares 7,436 $367K 0.06% -252 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,536 shares; 2025Q4: 3,696 shares; 2026Q1: 3,755 shares 3,755 $360K 0.06% +59 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 8,197 shares; 2025Q1: 8,197 shares; 2025Q2: 6,237 shares; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares 6,222 $353K 0.05% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 2,675 shares; 2025Q1: 2,680 shares; 2025Q2: 2,660 shares; 2025Q3: 2,402 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238 $319K 0.05% 0 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: 9,440 shares; 2024Q4: 9,401 shares; 2025Q1: 8,871 shares; 2025Q2: 8,871 shares; 2025Q3: 8,871 shares; 2025Q4: 8,871 shares; 2026Q1: 8,608 shares 8,608 $289K 0.04% -263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $283K 0.04% 0 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 143 shares; 2025Q2: 135 shares; 2025Q3: 125 shares; 2025Q4: 75 shares; 2026Q1: 426 shares 426 $278K 0.04% +351 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: 2,169 shares; 2024Q4: 2,215 shares; 2025Q1: 2,274 shares; 2025Q2: 2,460 shares; 2025Q3: 2,485 shares; 2025Q4: 2,523 shares; 2026Q1: 2,544 shares 2,544 $271K 0.04% +21 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 571 shares; 2025Q1: 582 shares; 2025Q2: 580 shares; 2025Q3: 594 shares; 2025Q4: 622 shares; 2026Q1: 625 shares 625 $270K 0.04% +3 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $244K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $231K 0.04% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 8,010 shares; 2025Q1: 7,473 shares; 2025Q2: 7,606 shares; 2025Q3: 7,872 shares; 2025Q4: 7,872 shares; 2026Q1: 8,755 shares 8,755 $201K 0.03% +883 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: 970 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 943 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $200K 0.03% 0 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: 1,374 shares; 2024Q4: 1,409 shares; 2025Q1: 1,718 shares; 2025Q2: 1,738 shares; 2025Q3: 1,825 shares; 2025Q4: 2,051 shares; 2026Q1: 984 shares 984 $195K 0.03% -1,067 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 5,911 shares; 2025Q4: 5,911 shares; 2026Q1: 5,761 shares 5,761 $190K 0.03% -150 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 4,369 shares; 2025Q1: 3,902 shares; 2025Q2: 3,918 shares; 2025Q3: 3,086 shares; 2025Q4: 2,356 shares; 2026Q1: 2,299 shares 2,299 $188K 0.03% -57 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 820 shares 820 $188K 0.03% +793 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: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $173K 0.03% 0 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: 745 shares; 2024Q4: 707 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 851 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $169K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 8,990 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares; 2026Q1: 5,773 shares 5,773 $168K 0.03% -260 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly 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: 1,971 shares 1,971 $162K 0.02% new 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: 3,031 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares; 2026Q1: 1,677 shares 1,677 $152K 0.02% -780 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,653 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,603 shares; 2026Q1: 1,819 shares 1,819 $140K 0.02% +216 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,344 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $138K 0.02% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,308 shares; 2025Q1: 3,533 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,493 shares 3,493 $137K 0.02% +157 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: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745 $134K 0.02% 0 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: 579 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $133K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 13,354 shares; 2025Q1: 13,354 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares; 2025Q4: 13,354 shares; 2026Q1: 13,914 shares 13,914 $132K 0.02% +560 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 5,796 shares; 2025Q4: 5,796 shares; 2026Q1: 5,796 shares 5,796 $130K 0.02% 0 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 88 shares 88 $130K 0.02% -8 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: 4,848 shares; 2024Q4: 3,757 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,431 shares; 2025Q4: 3,431 shares; 2026Q1: 3,314 shares 3,314 $125K 0.02% -117 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $125K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,205 shares; 2025Q4: 2,218 shares; 2026Q1: 2,148 shares 2,148 $123K 0.02% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580 $122K 0.02% new 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: 452 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 512 shares; 2025Q3: 489 shares; 2025Q4: 361 shares; 2026Q1: 372 shares 372 $122K 0.02% +11 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: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 6,025 shares; 2025Q3: 6,025 shares; 2025Q4: 6,257 shares; 2026Q1: 6,257 shares 6,257 $121K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 914 shares 914 $121K 0.02% +55 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: 1,182 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $112K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,032 shares; 2025Q3: 3,037 shares; 2025Q4: 3,032 shares; 2026Q1: 2,931 shares 2,931 $112K 0.02% -101 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,987 shares; 2024Q4: 15,761 shares; 2025Q1: 16,222 shares; 2025Q2: 16,540 shares; 2025Q3: 17,553 shares; 2025Q4: 2,327 shares; 2026Q1: 2,212 shares 2,212 $111K 0.02% -115 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,696 shares; 2024Q4: 10,376 shares; 2025Q1: 10,376 shares; 2025Q2: 10,376 shares; 2025Q3: 11,233 shares; 2025Q4: 10,376 shares; 2026Q1: 10,976 shares 10,976 $110K 0.02% +600 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,829 shares; 2025Q1: 1,720 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,650 shares 1,650 $109K 0.02% -75 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: 2,666 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares 2,641 $108K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,565 shares; 2025Q3: 2,656 shares; 2025Q4: 2,455 shares; 2026Q1: 2,353 shares 2,353 $108K 0.02% -102 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 624 shares; 2025Q4: 1,266 shares; 2026Q1: 810 shares 810 $108K 0.02% -456 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: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 597 shares; 2025Q3: 672 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $105K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965 $98.9K 0.02% 0 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: 4,677 shares; 2024Q4: 3,457 shares; 2025Q1: 3,457 shares; 2025Q2: 4,133 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,756 shares 3,756 $98.1K 0.02% -154 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: 110 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $97.7K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $96.7K 0.01% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,186 shares; 2025Q1: 1,766 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $96.3K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 516 shares; 2026Q1: 298 shares 298 $90.1K 0.01% -218 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 1,320 shares 1,320 $89.9K 0.01% -730 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 673 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 365 shares 365 $88.5K 0.01% +41 Timeline CRBN 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: 467 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391 $87.1K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $85.1K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 4,428 shares 4,428 $85.1K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 696 shares; 2025Q3: 616 shares; 2025Q4: 525 shares; 2026Q1: 217 shares 217 $85K 0.01% -308 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,606 shares; 2025Q3: 4,166 shares; 2025Q4: 3,666 shares; 2026Q1: 3,477 shares 3,477 $84.5K 0.01% -189 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,156 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares 1,154 $84.3K 0.01% 0 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: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,330 shares 1,330 $80.7K 0.01% -128 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: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 360 shares 360 $78.2K 0.01% -423 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551 $72.1K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $71.9K 0.01% 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: 367 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $67.8K 0.01% 0 Timeline FDIS 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: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $64.8K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $64.5K 0.01% 0 Timeline TAN 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: 1,132 shares; 2024Q4: 530 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $63.1K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 652 shares; 2026Q1: 752 shares 752 $62.2K 0.01% +100 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $62.1K 0.01% 0 Timeline ICLN 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: 3,436 shares; 2024Q4: 1,447 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares 2,960 $54.1K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,557 shares; 2025Q3: 2,954 shares; 2025Q4: 1,658 shares; 2026Q1: 1,856 shares 1,856 $53.8K 0.01% +198 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $53.6K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $52K 0.01% 0 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: 219 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 262 shares; 2025Q3: 277 shares; 2025Q4: 257 shares; 2026Q1: 172 shares 172 $52K 0.01% -85 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $50.2K 0.01% 0 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: 99 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 105 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $47.7K 0.01% 0 Timeline EAGG 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: 403 shares; 2024Q4: 543 shares; 2025Q1: 552 shares; 2025Q2: 722 shares; 2025Q3: 737 shares; 2025Q4: 960 shares; 2026Q1: 988 shares 988 $47K 0.01% +28 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $46.8K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $46.5K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 292 shares; 2025Q3: 295 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $45.9K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $43K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $42.2K 0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $41.3K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 977 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $41.1K 0.01% 0 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: 412 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $34.6K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $32.7K 0.01% 0 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: 94 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $29.8K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $29.4K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $28.7K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 178 shares; 2025Q1: 540 shares; 2025Q2: 551 shares; 2025Q3: 556 shares; 2025Q4: 560 shares; 2026Q1: 345 shares 345 $28.4K <0.01% -215 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 211 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $26.3K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $26.2K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $26.1K <0.01% 0 Timeline ESGU 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: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $25.9K <0.01% 0 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $25.2K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $24.8K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 185 shares; 2025Q4: 175 shares; 2026Q1: 115 shares 115 $24K <0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $23.6K <0.01% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $23.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $23.1K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 830 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $21.5K <0.01% 0 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 492 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $19.8K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 111 shares; 2026Q1: 76 shares 76 $19K <0.01% -35 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: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $17.6K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $17.2K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $17K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 35 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 40 shares 40 $15.9K <0.01% -17 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 197 shares 197 $15.5K <0.01% +74 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,241 shares; 2025Q1: 2,261 shares; 2025Q2: 2,281 shares; 2025Q3: 3,575 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $15.3K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $14.6K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 652 shares 652 $14.1K <0.01% 0 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 75 shares 75 $13.1K <0.01% +29 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $12.9K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $12.5K <0.01% 0 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 73 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $12.3K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 105 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $11.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares 39 $11.6K <0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $11K <0.01% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 250 shares 250 $10.6K <0.01% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $9.99K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $9.8K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $9.65K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $9.08K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $8.88K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $8.88K <0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares 65 $8.76K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 70 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $8.53K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $8.47K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $8.46K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $8.3K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly 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: 821 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716 $8.08K <0.01% 0 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: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 1,992 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $8K <0.01% 0 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 600 shares 600 $7.94K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 12 shares; 2026Q1: 6 shares 6 $7.92K <0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $7.91K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $7.77K <0.01% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $7.75K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 1,763 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares 1,539 $7.74K <0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly 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: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $7.44K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $7.02K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 131 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $6.72K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $6.56K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $6.4K <0.01% 0 Timeline VERI VERITONE INC More: the full row for VERITONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $5.91K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $5.77K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $5.73K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $5.49K <0.01% 0 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $5.24K <0.01% new Timeline INOD INNODATA INC More: the full row for INNODATA 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: 135 shares; 2026Q1: 135 shares 135 $5.21K <0.01% 0 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: 50 shares; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 100 shares 100 $5.08K <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $4.93K <0.01% 0 Timeline KT KT CORP More: the full row for KT 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: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $4.89K <0.01% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $4.83K <0.01% 0 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 106 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $4.34K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $4.08K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $3.94K <0.01% 0 Timeline IPX IPERIONX LTD More: the full row for IPERIONX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $3.91K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $3.54K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.41K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 130 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $3.31K <0.01% 0 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: 10 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 36 shares; 2026Q1: 20 shares 20 $3.21K <0.01% -16 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $3.2K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 43 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.17K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 114 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.16K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.73K <0.01% 0 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: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.62K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 29 shares; 2025Q3: 281 shares; 2025Q4: not reported; 2026Q1: 85 shares 85 $2.33K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 76 shares; 2026Q1: 76 shares 76 $2.19K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 815 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $1.33K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $1.21K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $1.17K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.06K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $948 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 371 shares; 2026Q1: 34 shares 34 $827 <0.01% -337 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 237 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $796 <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 88 shares; 2026Q1: 88 shares 88 $603 <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $337 <0.01% 0 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: 64 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 12 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $285 <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $213 <0.01% 0 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $201 <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $10 <0.01% 0 Timeline