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: 596,843 shares; 2024Q4: 603,616 shares; 2025Q1: 570,383 shares; 2025Q2: 580,421 shares; 2025Q3: 581,307 shares; 2025Q4: 761,651 shares; 2026Q1: 793,084 shares 793,084 $518M 13.63% +31,433 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441,453 shares; 2024Q4: 3,473,756 shares; 2025Q1: 3,612,114 shares; 2025Q2: 3,626,169 shares; 2025Q3: 3,528,500 shares; 2025Q4: 3,688,225 shares; 2026Q1: 3,681,880 shares 3,681,880 $360M 9.49% -6,345 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025,492 shares; 2024Q4: 1,050,303 shares; 2025Q1: 3,181,431 shares; 2025Q2: 3,286,565 shares; 2025Q3: 3,499,147 shares; 2025Q4: 4,892,228 shares; 2026Q1: 6,501,284 shares 6,501,284 $297M 7.81% +1,609,056 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406,794 shares; 2024Q4: 3,522,133 shares; 2025Q1: 3,173,250 shares; 2025Q2: 3,254,573 shares; 2025Q3: 3,432,142 shares; 2025Q4: 3,670,074 shares; 2026Q1: 5,551,033 shares 5,551,033 $288M 7.59% +1,880,959 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: 2,072,168 shares; 2024Q4: 2,147,652 shares; 2025Q1: 2,068,130 shares; 2025Q2: 2,087,616 shares; 2025Q3: 2,141,415 shares; 2025Q4: 2,367,144 shares; 2026Q1: 2,574,775 shares 2,574,775 $233M 6.13% +207,631 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205,243 shares; 2024Q4: 3,245,646 shares; 2025Q1: 4,219,443 shares; 2025Q2: 4,384,101 shares; 2025Q3: 4,546,337 shares; 2025Q4: 3,567,718 shares; 2026Q1: 3,840,648 shares 3,840,648 $217M 5.72% +272,930 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: 2,366,567 shares; 2024Q4: 2,447,183 shares; 2025Q1: 2,016,188 shares; 2025Q2: 2,063,134 shares; 2025Q3: 2,179,161 shares; 2025Q4: 2,321,437 shares; 2026Q1: 1,880,132 shares 1,880,132 $187M 4.91% -441,305 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: 1,858,657 shares; 2024Q4: 1,923,148 shares; 2025Q1: 1,458,356 shares; 2025Q2: 1,492,641 shares; 2025Q3: 1,572,615 shares; 2025Q4: 1,374,299 shares; 2026Q1: 1,628,093 shares 1,628,093 $155M 4.07% +253,794 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,218,396 shares; 2024Q4: 4,417,002 shares; 2025Q1: 3,755,287 shares; 2025Q2: 3,855,668 shares; 2025Q3: 4,045,438 shares; 2025Q4: 3,470,264 shares; 2026Q1: 3,367,759 shares 3,367,759 $143M 3.77% -102,505 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: 1,882,312 shares; 2024Q4: 1,937,149 shares; 2025Q1: 1,944,778 shares; 2025Q2: 1,981,509 shares; 2025Q3: 2,002,990 shares; 2025Q4: 1,960,087 shares; 2026Q1: 1,851,640 shares 1,851,640 $129M 3.4% -108,447 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 13,040 shares; 2025Q1: 13,892 shares; 2025Q2: 15,601 shares; 2025Q3: 15,204 shares; 2025Q4: 661,587 shares; 2026Q1: 933,031 shares 933,031 $91.2M 2.4% +271,444 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222,650 shares 1,222,650 $85.8M 2.26% new 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: 583,358 shares; 2024Q4: 577,422 shares; 2025Q1: 622,281 shares; 2025Q2: 630,138 shares; 2025Q3: 625,479 shares; 2025Q4: 584,156 shares; 2026Q1: 499,355 shares 499,355 $84.7M 2.23% -84,801 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,218 shares; 2024Q4: 49,946 shares; 2025Q1: 48,722 shares; 2025Q2: 21,692 shares; 2025Q3: 20,632 shares; 2025Q4: 643,282 shares; 2026Q1: 667,619 shares 667,619 $67.2M 1.77% +24,337 Timeline FESM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767,200 shares; 2026Q1: 1,750,838 shares 1,750,838 $66.5M 1.75% -16,362 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,365 shares; 2024Q4: 433,812 shares; 2025Q1: 904,284 shares; 2025Q2: 928,140 shares; 2025Q3: 984,113 shares; 2025Q4: 1,063,814 shares; 2026Q1: 634,015 shares 634,015 $65.6M 1.73% -429,799 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,094,357 shares; 2025Q2: 1,127,534 shares; 2025Q3: 1,155,778 shares; 2025Q4: 1,201,423 shares; 2026Q1: 1,320,070 shares 1,320,070 $65.2M 1.72% +118,647 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: 13,010 shares; 2024Q4: 12,420 shares; 2025Q1: 12,348 shares; 2025Q2: 12,892 shares; 2025Q3: 12,849 shares; 2025Q4: 11,044 shares; 2026Q1: 907,107 shares 907,107 $61.3M 1.61% +896,063 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,515 shares; 2024Q4: 394,570 shares; 2025Q1: 401,066 shares; 2025Q2: 409,268 shares; 2025Q3: 428,562 shares; 2025Q4: 454,648 shares; 2026Q1: 473,810 shares 473,810 $52.3M 1.38% +19,162 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 982,631 shares; 2026Q1: 1,051,252 shares 1,051,252 $34.6M 0.91% +68,621 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,839 shares; 2024Q4: 200,316 shares; 2025Q1: 191,747 shares; 2025Q2: 219,648 shares; 2025Q3: 249,538 shares; 2025Q4: 285,028 shares; 2026Q1: 298,694 shares 298,694 $31.7M 0.83% +13,666 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: 374,724 shares; 2024Q4: 405,061 shares; 2025Q1: 461,894 shares; 2025Q2: 478,904 shares; 2025Q3: 461,753 shares; 2025Q4: 472,289 shares; 2026Q1: 487,296 shares 487,296 $24.3M 0.64% +15,007 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: 73,147 shares; 2024Q4: 75,669 shares; 2025Q1: 75,776 shares; 2025Q2: 74,685 shares; 2025Q3: 78,703 shares; 2025Q4: 81,567 shares; 2026Q1: 90,509 shares 90,509 $23M 0.6% +8,942 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,454 shares; 2024Q4: 37,948 shares; 2025Q1: 34,180 shares; 2025Q2: 32,961 shares; 2025Q3: 32,623 shares; 2025Q4: 33,761 shares; 2026Q1: 33,499 shares 33,499 $20M 0.53% -262 Timeline MUNI 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: 372,636 shares; 2024Q4: 368,856 shares; 2025Q1: 288,466 shares; 2025Q2: 302,947 shares; 2025Q3: 302,932 shares; 2025Q4: 324,128 shares; 2026Q1: 345,489 shares 345,489 $18M 0.47% +21,361 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: 77,964 shares; 2024Q4: 85,839 shares; 2025Q1: 94,727 shares; 2025Q2: 97,387 shares; 2025Q3: 103,247 shares; 2025Q4: 102,203 shares; 2026Q1: 102,611 shares 102,611 $17.9M 0.47% +408 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: 40,293 shares; 2024Q4: 39,901 shares; 2025Q1: 39,597 shares; 2025Q2: 38,802 shares; 2025Q3: 38,620 shares; 2025Q4: 38,332 shares; 2026Q1: 37,517 shares 37,517 $16.4M 0.43% -815 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023,327 shares; 2024Q4: 3,026,476 shares; 2025Q1: 3,064,848 shares; 2025Q2: 3,099,347 shares; 2025Q3: 3,163,546 shares; 2025Q4: 1,959,167 shares; 2026Q1: 206,007 shares 206,007 $14.7M 0.39% -1,753,160 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: 33,471 shares; 2024Q4: 33,176 shares; 2025Q1: 31,978 shares; 2025Q2: 34,584 shares; 2025Q3: 35,377 shares; 2025Q4: 33,980 shares; 2026Q1: 34,134 shares 34,134 $12.6M 0.33% +154 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: 62,980 shares; 2024Q4: 62,782 shares; 2025Q1: 62,065 shares; 2025Q2: 60,701 shares; 2025Q3: 60,255 shares; 2025Q4: 58,756 shares; 2026Q1: 59,253 shares 59,253 $11.6M 0.31% +497 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,743 shares; 2024Q4: 139,002 shares; 2025Q1: 155,386 shares; 2025Q2: 177,362 shares; 2025Q3: 193,455 shares; 2025Q4: 185,233 shares; 2026Q1: 204,221 shares 204,221 $10.3M 0.27% +18,988 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: 32,209 shares; 2024Q4: 34,624 shares; 2025Q1: 32,628 shares; 2025Q2: 32,261 shares; 2025Q3: 32,169 shares; 2025Q4: 31,851 shares; 2026Q1: 32,092 shares 32,092 $9.23M 0.24% +241 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 195,673 shares; 2025Q1: 193,815 shares; 2025Q2: 190,198 shares; 2025Q3: 187,263 shares; 2025Q4: 185,815 shares; 2026Q1: 179,394 shares 179,394 $8.86M 0.23% -6,421 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: 32,006 shares; 2024Q4: 37,056 shares; 2025Q1: 36,619 shares; 2025Q2: 36,739 shares; 2025Q3: 38,880 shares; 2025Q4: 41,906 shares; 2026Q1: 41,082 shares 41,082 $8.56M 0.23% -824 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: 2,074 shares; 2024Q4: 2,241 shares; 2025Q1: 2,260 shares; 2025Q2: 2,471 shares; 2025Q3: 3,273 shares; 2025Q4: 8,731 shares; 2026Q1: 8,465 shares 8,465 $8.43M 0.22% -266 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: 43,287 shares; 2024Q4: 41,928 shares; 2025Q1: 42,848 shares; 2025Q2: 41,202 shares; 2025Q3: 46,271 shares; 2025Q4: 47,195 shares; 2026Q1: 39,891 shares 39,891 $8.25M 0.22% -7,304 Timeline JMST 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: 148,754 shares; 2024Q4: 160,426 shares; 2025Q1: 173,353 shares; 2025Q2: 181,152 shares; 2025Q3: 168,027 shares; 2025Q4: 160,542 shares; 2026Q1: 143,283 shares 143,283 $7.3M 0.19% -17,259 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,897 shares; 2024Q4: 1,013,519 shares; 2025Q1: 995,737 shares; 2025Q2: 1,019,605 shares; 2025Q3: 1,072,213 shares; 2025Q4: 732,704 shares; 2026Q1: 75,320 shares 75,320 $6.99M 0.18% -657,384 Timeline SMMU 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: 22,825 shares; 2024Q4: 35,633 shares; 2025Q1: 130,906 shares; 2025Q2: 145,958 shares; 2025Q3: 143,445 shares; 2025Q4: 137,720 shares; 2026Q1: 133,748 shares 133,748 $6.75M 0.18% -3,972 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,044 shares; 2024Q4: 249,156 shares; 2025Q1: 258,705 shares; 2025Q2: 259,886 shares; 2025Q3: 271,049 shares; 2025Q4: 293,566 shares; 2026Q1: 301,923 shares 301,923 $6.65M 0.17% +8,357 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,464 shares; 2025Q2: 96,557 shares; 2025Q3: 96,557 shares; 2025Q4: 79,161 shares; 2026Q1: 67,254 shares 67,254 $6.62M 0.17% -11,907 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,518 shares; 2025Q1: 15,471 shares; 2025Q2: 14,038 shares; 2025Q3: 14,078 shares; 2025Q4: 14,899 shares; 2026Q1: 19,456 shares 19,456 $6.19M 0.16% +4,557 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: 16,325 shares; 2024Q4: 17,112 shares; 2025Q1: 16,744 shares; 2025Q2: 18,391 shares; 2025Q3: 18,821 shares; 2025Q4: 18,894 shares; 2026Q1: 19,358 shares 19,358 $5.99M 0.16% +464 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,893 shares; 2025Q2: 178,649 shares; 2025Q3: 174,454 shares; 2025Q4: 121,073 shares; 2026Q1: 236,419 shares 236,419 $5.95M 0.16% +115,346 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,277 shares; 2024Q4: 577,474 shares; 2025Q1: 618,387 shares; 2025Q2: 676,939 shares; 2025Q3: 737,552 shares; 2025Q4: 70,037 shares; 2026Q1: 67,737 shares 67,737 $5.87M 0.15% -2,300 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: 10,933 shares; 2024Q4: 10,843 shares; 2025Q1: 11,777 shares; 2025Q2: 11,873 shares; 2025Q3: 11,768 shares; 2025Q4: 11,779 shares; 2026Q1: 11,757 shares 11,757 $5.63M 0.15% -22 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,919 shares; 2024Q4: 51,759 shares; 2025Q1: 51,447 shares; 2025Q2: 50,981 shares; 2025Q3: 50,458 shares; 2025Q4: 49,876 shares; 2026Q1: 49,504 shares 49,504 $5.6M 0.15% -372 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: 14,457 shares; 2024Q4: 17,524 shares; 2025Q1: 17,236 shares; 2025Q2: 16,685 shares; 2025Q3: 17,619 shares; 2025Q4: 18,026 shares; 2026Q1: 19,012 shares 19,012 $5.45M 0.14% +986 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: 10,003 shares; 2024Q4: 11,014 shares; 2025Q1: 10,785 shares; 2025Q2: 13,469 shares; 2025Q3: 14,211 shares; 2025Q4: 14,323 shares; 2026Q1: 14,394 shares 14,394 $5.35M 0.14% +71 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 53,715 shares; 2025Q1: 145,872 shares; 2025Q2: 130,447 shares; 2025Q3: 128,552 shares; 2025Q4: 123,872 shares; 2026Q1: 179,845 shares 179,845 $5.24M 0.14% +55,973 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: 7,579 shares; 2024Q4: 7,989 shares; 2025Q1: 8,216 shares; 2025Q2: 8,762 shares; 2025Q3: 9,275 shares; 2025Q4: 8,666 shares; 2026Q1: 8,914 shares 8,914 $5.1M 0.13% +248 Timeline IYW 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: 359,589 shares; 2024Q4: 364,362 shares; 2025Q1: 379,814 shares; 2025Q2: 382,977 shares; 2025Q3: 368,681 shares; 2025Q4: 35,425 shares; 2026Q1: 27,976 shares 27,976 $5.08M 0.13% -7,449 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: 24,615 shares; 2024Q4: 23,131 shares; 2025Q1: 23,003 shares; 2025Q2: 23,029 shares; 2025Q3: 23,048 shares; 2025Q4: 24,056 shares; 2026Q1: 23,740 shares 23,740 $5.01M 0.13% -316 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: 41,578 shares; 2024Q4: 41,189 shares; 2025Q1: 41,296 shares; 2025Q2: 41,699 shares; 2025Q3: 41,262 shares; 2025Q4: 39,106 shares; 2026Q1: 37,961 shares 37,961 $5.01M 0.13% -1,145 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,655 shares; 2025Q1: 5,487 shares; 2025Q2: 5,704 shares; 2025Q3: 5,853 shares; 2025Q4: 5,743 shares; 2026Q1: 5,680 shares 5,680 $4.81M 0.13% -63 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: 12,842 shares; 2024Q4: 12,954 shares; 2025Q1: 12,505 shares; 2025Q2: 14,216 shares; 2025Q3: 14,704 shares; 2025Q4: 15,008 shares; 2026Q1: 15,009 shares 15,009 $4.41M 0.12% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 35,674 shares; 2025Q1: 39,410 shares; 2025Q2: 39,642 shares; 2025Q3: 36,862 shares; 2025Q4: 30,377 shares; 2026Q1: 23,545 shares 23,545 $4.29M 0.11% -6,832 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,896 shares; 2025Q1: 8,871 shares; 2025Q2: 8,825 shares; 2025Q3: 8,559 shares; 2025Q4: 8,195 shares; 2026Q1: 8,654 shares 8,654 $3.69M 0.1% +459 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,425 shares; 2025Q1: 3,036 shares; 2025Q2: 6,325 shares; 2025Q3: 6,266 shares; 2025Q4: 6,074 shares; 2026Q1: 5,990 shares 5,990 $3.62M 0.1% -84 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 8,288 shares; 2025Q1: 23,191 shares; 2025Q2: 27,447 shares; 2025Q3: 26,694 shares; 2025Q4: 26,280 shares; 2026Q1: 38,300 shares 38,300 $3.59M 0.09% +12,020 Timeline FBCG 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: 19,878 shares; 2024Q4: 38,743 shares; 2025Q1: 43,354 shares; 2025Q2: 48,937 shares; 2025Q3: 47,207 shares; 2025Q4: 57,276 shares; 2026Q1: 71,561 shares 71,561 $3.59M 0.09% +14,285 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,380 shares; 2024Q4: 34,939 shares; 2025Q1: 30,950 shares; 2025Q2: 28,177 shares; 2025Q3: 28,137 shares; 2025Q4: 24,917 shares; 2026Q1: 31,696 shares 31,696 $3.53M 0.09% +6,779 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: 22,658 shares; 2024Q4: 22,428 shares; 2025Q1: 22,306 shares; 2025Q2: 20,540 shares; 2025Q3: 20,202 shares; 2025Q4: 19,995 shares; 2026Q1: 18,042 shares 18,042 $3.5M 0.09% -1,953 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: 13,347 shares; 2024Q4: 12,097 shares; 2025Q1: 12,811 shares; 2025Q2: 12,476 shares; 2025Q3: 13,372 shares; 2025Q4: 13,476 shares; 2026Q1: 14,016 shares 14,016 $3.43M 0.09% +540 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,154 shares; 2025Q1: 3,352 shares; 2025Q2: 3,726 shares; 2025Q3: 3,683 shares; 2025Q4: 3,582 shares; 2026Q1: 3,575 shares 3,575 $3.29M 0.09% -7 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 33,612 shares; 2025Q1: 59,813 shares; 2025Q2: 61,901 shares; 2025Q3: 61,946 shares; 2025Q4: 67,114 shares; 2026Q1: 67,754 shares 67,754 $3.18M 0.08% +640 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: 24,959 shares; 2024Q4: 24,714 shares; 2025Q1: 24,221 shares; 2025Q2: 23,618 shares; 2025Q3: 24,435 shares; 2025Q4: 26,197 shares; 2026Q1: 25,007 shares 25,007 $3.11M 0.08% -1,190 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: 38,647 shares; 2024Q4: 31,812 shares; 2025Q1: 25,118 shares; 2025Q2: 24,380 shares; 2025Q3: 18,694 shares; 2025Q4: 18,608 shares; 2026Q1: 15,705 shares 15,705 $3.03M 0.08% -2,903 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: 3,670 shares; 2024Q4: 3,932 shares; 2025Q1: 4,124 shares; 2025Q2: 5,383 shares; 2025Q3: 8,215 shares; 2025Q4: 8,857 shares; 2026Q1: 9,234 shares 9,234 $2.96M 0.08% +377 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: 493,388 shares; 2024Q4: 495,154 shares; 2025Q1: 531,601 shares; 2025Q2: 548,113 shares; 2025Q3: 558,076 shares; 2025Q4: 24,115 shares; 2026Q1: 22,428 shares 22,428 $2.79M 0.07% -1,687 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 19,002 shares; 2025Q1: 23,006 shares; 2025Q2: 22,027 shares; 2025Q3: 22,057 shares; 2025Q4: 20,029 shares; 2026Q1: 19,207 shares 19,207 $2.78M 0.07% -822 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 10,220 shares; 2025Q1: 10,298 shares; 2025Q2: 10,421 shares; 2025Q3: 9,604 shares; 2025Q4: 9,341 shares; 2026Q1: 8,674 shares 8,674 $2.62M 0.07% -667 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,760 shares; 2024Q4: 24,636 shares; 2025Q1: 23,429 shares; 2025Q2: 26,187 shares; 2025Q3: 26,098 shares; 2025Q4: 26,141 shares; 2026Q1: 26,012 shares 26,012 $2.53M 0.07% -129 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,618 shares; 2025Q1: 1,918 shares; 2025Q2: 2,595 shares; 2025Q3: 3,046 shares; 2025Q4: 3,705 shares; 2026Q1: 3,821 shares 3,821 $2.49M 0.07% +116 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,722 shares; 2025Q2: 24,223 shares; 2025Q3: 23,971 shares; 2025Q4: 24,169 shares; 2026Q1: 33,922 shares 33,922 $2.43M 0.06% +9,753 Timeline EMGF 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: 14,615 shares; 2024Q4: 23,594 shares; 2025Q1: 35,571 shares; 2025Q2: 36,390 shares; 2025Q3: 35,852 shares; 2025Q4: 36,591 shares; 2026Q1: 40,014 shares 40,014 $2.42M 0.06% +3,423 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,877 shares; 2024Q4: 32,016 shares; 2025Q1: 33,823 shares; 2025Q2: 38,221 shares; 2025Q3: 39,852 shares; 2025Q4: 41,306 shares; 2026Q1: 40,924 shares 40,924 $2.38M 0.06% -382 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: 6,280 shares; 2024Q4: 7,182 shares; 2025Q1: 7,884 shares; 2025Q2: 8,221 shares; 2025Q3: 8,199 shares; 2025Q4: 10,251 shares; 2026Q1: 10,443 shares 10,443 $2.27M 0.06% +192 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: 11,749 shares; 2024Q4: 12,071 shares; 2025Q1: 11,437 shares; 2025Q2: 10,862 shares; 2025Q3: 10,716 shares; 2025Q4: 10,397 shares; 2026Q1: 10,377 shares 10,377 $2.25M 0.06% -20 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 25,368 shares; 2025Q1: 25,262 shares; 2025Q2: 24,900 shares; 2025Q3: 24,950 shares; 2025Q4: 24,954 shares; 2026Q1: 27,628 shares 27,628 $2.19M 0.06% +2,674 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 5,580 shares; 2025Q1: 6,924 shares; 2025Q2: 7,435 shares; 2025Q3: 9,229 shares; 2025Q4: 9,671 shares; 2026Q1: 10,368 shares 10,368 $2.11M 0.06% +697 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 9,563 shares; 2025Q2: 9,522 shares; 2025Q3: 9,581 shares; 2025Q4: 9,558 shares; 2026Q1: 9,623 shares 9,623 $2.06M 0.05% +65 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: 4,863 shares; 2024Q4: 5,011 shares; 2025Q1: 4,759 shares; 2025Q2: 4,964 shares; 2025Q3: 4,722 shares; 2025Q4: 4,390 shares; 2026Q1: 4,074 shares 4,074 $2.04M 0.05% -316 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: 1,724 shares; 2024Q4: 1,827 shares; 2025Q1: 1,924 shares; 2025Q2: 2,138 shares; 2025Q3: 2,233 shares; 2025Q4: 21,298 shares; 2026Q1: 21,093 shares 21,093 $2.03M 0.05% -205 Timeline FQAL 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: 11,829 shares; 2024Q4: 12,237 shares; 2025Q1: 42,572 shares; 2025Q2: 39,131 shares; 2025Q3: 39,184 shares; 2025Q4: 35,639 shares; 2026Q1: 27,553 shares 27,553 $2M 0.05% -8,086 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: 2,110 shares; 2024Q4: 2,473 shares; 2025Q1: 2,410 shares; 2025Q2: 2,830 shares; 2025Q3: 2,756 shares; 2025Q4: 2,817 shares; 2026Q1: 2,800 shares 2,800 $1.98M 0.05% -17 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: 37,033 shares; 2024Q4: 38,571 shares; 2025Q1: 38,336 shares; 2025Q2: 41,159 shares; 2025Q3: 42,450 shares; 2025Q4: 41,323 shares; 2026Q1: 40,091 shares 40,091 $1.95M 0.05% -1,232 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,258 shares; 2026Q1: 18,849 shares 18,849 $1.9M 0.05% -409 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,419 shares; 2024Q4: 12,223 shares; 2025Q1: 10,446 shares; 2025Q2: 12,074 shares; 2025Q3: 12,403 shares; 2025Q4: 12,849 shares; 2026Q1: 12,925 shares 12,925 $1.89M 0.05% +76 Timeline HEZU 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: 38,978 shares; 2024Q4: 38,014 shares; 2025Q1: 40,839 shares; 2025Q2: 40,598 shares; 2025Q3: 40,086 shares; 2025Q4: 39,100 shares; 2026Q1: 42,791 shares 42,791 $1.87M 0.05% +3,691 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: 7,413 shares; 2024Q4: 7,133 shares; 2025Q1: 6,502 shares; 2025Q2: 7,053 shares; 2025Q3: 6,559 shares; 2025Q4: 5,874 shares; 2026Q1: 5,553 shares 5,553 $1.83M 0.05% -321 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,052 shares; 2024Q4: 44,436 shares; 2025Q1: 45,573 shares; 2025Q2: 44,076 shares; 2025Q3: 39,766 shares; 2025Q4: 35,405 shares; 2026Q1: 34,990 shares 34,990 $1.8M 0.05% -415 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256,623 shares; 2025Q4: 258,287 shares; 2026Q1: 108,903 shares 108,903 $1.72M 0.05% -149,384 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: 23,019 shares; 2024Q4: 32,853 shares; 2025Q1: 33,223 shares; 2025Q2: 34,737 shares; 2025Q3: 33,874 shares; 2025Q4: 31,944 shares; 2026Q1: 33,269 shares 33,269 $1.67M 0.04% +1,325 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,749 shares; 2025Q1: 4,988 shares; 2025Q2: 5,515 shares; 2025Q3: 5,517 shares; 2025Q4: 5,844 shares; 2026Q1: 5,666 shares 5,666 $1.61M 0.04% -178 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,453 shares; 2024Q4: 35,289 shares; 2025Q1: 38,816 shares; 2025Q2: 40,302 shares; 2025Q3: 38,538 shares; 2025Q4: 33,796 shares; 2026Q1: 32,422 shares 32,422 $1.5M 0.04% -1,374 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: 1,390,332 shares; 2024Q4: 1,420,926 shares; 2025Q1: 1,469,947 shares; 2025Q2: 1,493,865 shares; 2025Q3: 1,556,430 shares; 2025Q4: 1,197,667 shares; 2026Q1: 28,181 shares 28,181 $1.48M 0.04% -1,169,486 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 8,329 shares; 2025Q1: 7,470 shares; 2025Q2: 8,047 shares; 2025Q3: 9,120 shares; 2025Q4: 9,001 shares; 2026Q1: 10,600 shares 10,600 $1.48M 0.04% +1,599 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: 15,307 shares; 2024Q4: 14,333 shares; 2025Q1: 12,346 shares; 2025Q2: 13,099 shares; 2025Q3: 11,962 shares; 2025Q4: 10,306 shares; 2026Q1: 10,011 shares 10,011 $1.45M 0.04% -295 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: 4,686 shares; 2024Q4: 9,475 shares; 2025Q1: 9,613 shares; 2025Q2: 8,883 shares; 2025Q3: 8,978 shares; 2025Q4: 8,950 shares; 2026Q1: 8,667 shares 8,667 $1.39M 0.04% -283 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: 43,149 shares; 2024Q4: 44,438 shares; 2025Q1: 45,825 shares; 2025Q2: 48,579 shares; 2025Q3: 48,783 shares; 2025Q4: 47,496 shares; 2026Q1: 46,375 shares 46,375 $1.34M 0.04% -1,121 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: 3,982 shares; 2024Q4: 4,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,678 shares; 2025Q3: 5,489 shares; 2025Q4: 5,703 shares; 2026Q1: 5,430 shares 5,430 $1.32M 0.03% -273 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: 7,922 shares; 2024Q4: 8,565 shares; 2025Q1: 8,811 shares; 2025Q2: 14,861 shares; 2025Q3: 17,192 shares; 2025Q4: 20,497 shares; 2026Q1: 20,539 shares 20,539 $1.32M 0.03% +42 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: 988 shares; 2024Q4: 1,153 shares; 2025Q1: 1,152 shares; 2025Q2: 1,423 shares; 2025Q3: 1,462 shares; 2025Q4: 1,536 shares; 2026Q1: 1,498 shares 1,498 $1.31M 0.03% -38 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,287 shares; 2025Q1: 5,323 shares; 2025Q2: 5,437 shares; 2025Q3: 5,697 shares; 2025Q4: 5,867 shares; 2026Q1: 6,073 shares 6,073 $1.3M 0.03% +206 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,866 shares; 2025Q1: 7,245 shares; 2025Q2: 7,561 shares; 2025Q3: 7,388 shares; 2025Q4: 7,827 shares; 2026Q1: 8,108 shares 8,108 $1.29M 0.03% +281 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: 8,391 shares; 2024Q4: 10,703 shares; 2025Q1: 12,890 shares; 2025Q2: 14,325 shares; 2025Q3: 14,739 shares; 2025Q4: 14,531 shares; 2026Q1: 16,455 shares 16,455 $1.28M 0.03% +1,924 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 16,861 shares; 2025Q1: 15,996 shares; 2025Q2: 16,086 shares; 2025Q3: 15,677 shares; 2025Q4: 15,906 shares; 2026Q1: 16,589 shares 16,589 $1.26M 0.03% +683 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 6,473 shares; 2025Q1: 5,434 shares; 2025Q2: 5,181 shares; 2025Q3: 5,260 shares; 2025Q4: 5,359 shares; 2026Q1: 5,059 shares 5,059 $1.24M 0.03% -300 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: 2,529 shares; 2024Q4: 2,694 shares; 2025Q1: 3,874 shares; 2025Q2: 2,932 shares; 2025Q3: 3,188 shares; 2025Q4: 3,296 shares; 2026Q1: 3,546 shares 3,546 $1.2M 0.03% +250 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,493 shares; 2025Q1: 2,565 shares; 2025Q2: 3,095 shares; 2025Q3: 3,092 shares; 2025Q4: 3,209 shares; 2026Q1: 3,500 shares 3,500 $1.2M 0.03% +291 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 9,246 shares; 2025Q1: 8,069 shares; 2025Q2: 8,703 shares; 2025Q3: 9,437 shares; 2025Q4: 8,985 shares; 2026Q1: 9,783 shares 9,783 $1.18M 0.03% +798 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: 12,499 shares; 2024Q4: 10,830 shares; 2025Q1: 10,285 shares; 2025Q2: 10,112 shares; 2025Q3: 8,862 shares; 2025Q4: 8,591 shares; 2026Q1: 7,897 shares 7,897 $1.16M 0.03% -694 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: 1,010 shares; 2024Q4: 953 shares; 2025Q1: 1,439 shares; 2025Q2: 1,814 shares; 2025Q3: 2,042 shares; 2025Q4: 1,818 shares; 2026Q1: 1,911 shares 1,911 $1.1M 0.03% +93 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: 11,854 shares; 2024Q4: 12,068 shares; 2025Q1: 12,777 shares; 2025Q2: 14,585 shares; 2025Q3: 14,969 shares; 2025Q4: 14,868 shares; 2026Q1: 13,805 shares 13,805 $1.1M 0.03% -1,063 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: 3,992 shares; 2024Q4: 3,877 shares; 2025Q1: 3,835 shares; 2025Q2: 3,573 shares; 2025Q3: 3,570 shares; 2025Q4: 3,582 shares; 2026Q1: 3,576 shares 3,576 $1.08M 0.03% -6 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 6,242 shares; 2025Q1: 5,650 shares; 2025Q2: 4,131 shares; 2025Q3: 5,008 shares; 2025Q4: 5,900 shares; 2026Q1: 6,911 shares 6,911 $1.07M 0.03% +1,011 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: 10,028 shares; 2024Q4: 9,601 shares; 2025Q1: 9,589 shares; 2025Q2: 10,365 shares; 2025Q3: 10,625 shares; 2025Q4: 10,740 shares; 2026Q1: 11,050 shares 11,050 $1.03M 0.03% +310 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,372 shares; 2025Q1: 2,334 shares; 2025Q2: 2,190 shares; 2025Q3: 2,183 shares; 2025Q4: 1,803 shares; 2026Q1: 2,027 shares 2,027 $1M 0.03% +224 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: 2,058 shares; 2024Q4: 2,358 shares; 2025Q1: 2,616 shares; 2025Q2: 2,631 shares; 2025Q3: 2,410 shares; 2025Q4: 2,924 shares; 2026Q1: 3,141 shares 3,141 $976K 0.03% +217 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,520 shares; 2025Q1: 5,859 shares; 2025Q2: 7,670 shares; 2025Q3: 7,906 shares; 2025Q4: 8,106 shares; 2026Q1: 8,606 shares 8,606 $976K 0.03% +500 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,409 shares; 2025Q1: 3,681 shares; 2025Q2: 3,904 shares; 2025Q3: 3,407 shares; 2025Q4: 3,377 shares; 2026Q1: 2,823 shares 2,823 $969K 0.03% -554 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: 974 shares; 2024Q4: 849 shares; 2025Q1: 940 shares; 2025Q2: 854 shares; 2025Q3: 753 shares; 2025Q4: 669 shares; 2026Q1: 632 shares 632 $930K 0.02% -37 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,244 shares; 2025Q1: 1,218 shares; 2025Q2: 1,290 shares; 2025Q3: 1,262 shares; 2025Q4: 1,266 shares; 2026Q1: 1,688 shares 1,688 $927K 0.02% +422 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: 2,037 shares; 2024Q4: 2,364 shares; 2025Q1: 2,380 shares; 2025Q2: 2,952 shares; 2025Q3: 3,035 shares; 2025Q4: 3,083 shares; 2026Q1: 3,062 shares 3,062 $926K 0.02% -21 Timeline HYMB 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: 55,175 shares; 2024Q4: 55,640 shares; 2025Q1: 56,780 shares; 2025Q2: 71,109 shares; 2025Q3: 33,309 shares; 2025Q4: 31,795 shares; 2026Q1: 36,874 shares 36,874 $914K 0.02% +5,079 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: 11,736 shares; 2024Q4: 11,231 shares; 2025Q1: 11,389 shares; 2025Q2: 10,383 shares; 2025Q3: 9,957 shares; 2025Q4: 9,178 shares; 2026Q1: 9,301 shares 9,301 $896K 0.02% +123 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,897 shares; 2025Q1: 3,972 shares; 2025Q2: 5,082 shares; 2025Q3: 5,251 shares; 2025Q4: 5,209 shares; 2026Q1: 5,348 shares 5,348 $880K 0.02% +139 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 8,377 shares; 2025Q1: 7,858 shares; 2025Q2: 9,051 shares; 2025Q3: 7,784 shares; 2025Q4: 7,297 shares; 2026Q1: 6,921 shares 6,921 $874K 0.02% -376 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,825 shares; 2025Q1: 5,137 shares; 2025Q2: 5,072 shares; 2025Q3: 4,780 shares; 2025Q4: 4,129 shares; 2026Q1: 4,658 shares 4,658 $870K 0.02% +529 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: 3,911 shares; 2024Q4: 4,146 shares; 2025Q1: 4,441 shares; 2025Q2: 5,195 shares; 2025Q3: 5,009 shares; 2025Q4: 5,143 shares; 2026Q1: 5,130 shares 5,130 $848K 0.02% -13 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 8,745 shares; 2025Q1: 5,743 shares; 2025Q2: 4,901 shares; 2025Q3: 4,426 shares; 2025Q4: 8,704 shares; 2026Q1: 8,684 shares 8,684 $844K 0.02% -20 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,215 shares; 2025Q1: 2,465 shares; 2025Q2: 2,232 shares; 2025Q3: 2,406 shares; 2025Q4: 2,333 shares; 2026Q1: 2,615 shares 2,615 $832K 0.02% +282 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: 4,105 shares; 2024Q4: 6,099 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 11,011 shares; 2025Q4: 11,345 shares; 2026Q1: 11,280 shares 11,280 $831K 0.02% -65 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: 14,449 shares; 2024Q4: 14,702 shares; 2025Q1: 15,104 shares; 2025Q2: 14,655 shares; 2025Q3: 14,605 shares; 2025Q4: 14,027 shares; 2026Q1: 14,725 shares 14,725 $829K 0.02% +698 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,811 shares; 2025Q1: 2,216 shares; 2025Q2: 2,125 shares; 2025Q3: 2,119 shares; 2025Q4: 2,123 shares; 2026Q1: 2,300 shares 2,300 $809K 0.02% +177 Timeline DIVB 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: 14,938 shares 14,938 $806K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,267 shares; 2024Q4: 14,421 shares; 2025Q1: 12,465 shares; 2025Q2: 13,410 shares; 2025Q3: 12,986 shares; 2025Q4: 9,045 shares; 2026Q1: 10,709 shares 10,709 $796K 0.02% +1,664 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,816 shares; 2025Q1: 7,688 shares; 2025Q2: 9,430 shares; 2025Q3: 8,115 shares; 2025Q4: 8,479 shares; 2026Q1: 7,706 shares 7,706 $791K 0.02% -773 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,611 shares; 2025Q1: 1,494 shares; 2025Q2: 1,886 shares; 2025Q3: 1,905 shares; 2025Q4: 1,786 shares; 2026Q1: 2,336 shares 2,336 $790K 0.02% +550 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,574 shares; 2025Q1: 3,164 shares; 2025Q2: 2,400 shares; 2025Q3: 2,422 shares; 2025Q4: 3,059 shares; 2026Q1: 2,891 shares 2,891 $782K 0.02% -168 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,361 shares; 2024Q4: 9,079 shares; 2025Q1: 10,213 shares; 2025Q2: 10,222 shares; 2025Q3: 8,651 shares; 2025Q4: 8,777 shares; 2026Q1: 8,661 shares 8,661 $776K 0.02% -116 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 4,081 shares; 2025Q1: 3,725 shares; 2025Q2: 4,465 shares; 2025Q3: 4,225 shares; 2025Q4: 4,167 shares; 2026Q1: 4,205 shares 4,205 $767K 0.02% +38 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,240 shares; 2025Q1: 4,081 shares; 2025Q2: 3,176 shares; 2025Q3: 3,289 shares; 2025Q4: 3,010 shares; 2026Q1: 3,154 shares 3,154 $765K 0.02% +144 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: 713 shares; 2024Q4: 712 shares; 2025Q1: 716 shares; 2025Q2: 717 shares; 2025Q3: 713 shares; 2025Q4: 717 shares; 2026Q1: 707 shares 707 $755K 0.02% -10 Timeline IGM 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: 2,951 shares; 2024Q4: 2,907 shares; 2025Q1: 9,536 shares; 2025Q2: 8,875 shares; 2025Q3: 8,707 shares; 2025Q4: 8,874 shares; 2026Q1: 6,314 shares 6,314 $748K 0.02% -2,560 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,619 shares; 2025Q1: 1,643 shares; 2025Q2: 1,791 shares; 2025Q3: 1,634 shares; 2025Q4: 1,679 shares; 2026Q1: 1,609 shares 1,609 $742K 0.02% -70 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,591 shares; 2025Q2: 20,847 shares; 2025Q3: 19,293 shares; 2025Q4: 18,247 shares; 2026Q1: 18,124 shares 18,124 $731K 0.02% -123 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,169 shares; 2025Q1: 1,314 shares; 2025Q2: 1,677 shares; 2025Q3: 1,741 shares; 2025Q4: 1,611 shares; 2026Q1: 2,017 shares 2,017 $721K 0.02% +406 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: 9,394 shares; 2024Q4: 7,823 shares; 2025Q1: 10,175 shares; 2025Q2: 10,033 shares; 2025Q3: 10,383 shares; 2025Q4: 10,107 shares; 2026Q1: 10,027 shares 10,027 $721K 0.02% -80 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,171 shares; 2025Q1: 1,292 shares; 2025Q2: 1,464 shares; 2025Q3: 1,421 shares; 2025Q4: 1,271 shares; 2026Q1: 1,278 shares 1,278 $720K 0.02% +7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,236 shares; 2025Q1: 3,182 shares; 2025Q2: 3,177 shares; 2025Q3: 2,977 shares; 2025Q4: 2,421 shares; 2026Q1: 2,185 shares 2,185 $718K 0.02% -236 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: 2,514 shares; 2024Q4: 2,792 shares; 2025Q1: 2,714 shares; 2025Q2: 2,610 shares; 2025Q3: 2,689 shares; 2025Q4: 2,937 shares; 2026Q1: 3,002 shares 3,002 $709K 0.02% +65 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: not reported; 2024Q4: not reported; 2025Q1: 13,557 shares; 2025Q2: 11,172 shares; 2025Q3: 12,928 shares; 2025Q4: 14,630 shares; 2026Q1: 15,869 shares 15,869 $700K 0.02% +1,239 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,543 shares; 2024Q4: 13,163 shares; 2025Q1: 10,194 shares; 2025Q2: 9,263 shares; 2025Q3: 8,614 shares; 2025Q4: 8,709 shares; 2026Q1: 9,555 shares 9,555 $695K 0.02% +846 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,282 shares; 2025Q3: 2,830 shares; 2025Q4: 2,527 shares; 2026Q1: 3,075 shares 3,075 $695K 0.02% +548 Timeline IYG 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: 2,486 shares; 2026Q1: 8,336 shares 8,336 $691K 0.02% +5,850 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,222 shares 13,222 $690K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,686 shares; 2025Q3: 1,719 shares; 2025Q4: 1,539 shares; 2026Q1: 1,586 shares 1,586 $682K 0.02% +47 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 739 shares; 2025Q1: 674 shares; 2025Q2: 731 shares; 2025Q3: 759 shares; 2025Q4: 720 shares; 2026Q1: 702 shares 702 $675K 0.02% -18 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS 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: 11,639 shares 11,639 $659K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,765 shares; 2025Q1: 1,735 shares; 2025Q2: 1,803 shares; 2025Q3: 1,820 shares; 2025Q4: 1,866 shares; 2026Q1: 1,998 shares 1,998 $653K 0.02% +132 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: 612 shares; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 685 shares; 2025Q3: 673 shares; 2025Q4: 678 shares; 2026Q1: 719 shares 719 $644K 0.02% +41 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: 10,267 shares; 2024Q4: 8,556 shares; 2025Q1: 12,168 shares; 2025Q2: 15,186 shares; 2025Q3: 18,201 shares; 2025Q4: 21,252 shares; 2026Q1: 22,503 shares 22,503 $632K 0.02% +1,251 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: 4,359 shares; 2024Q4: 8,649 shares; 2025Q1: 12,317 shares; 2025Q2: 9,548 shares; 2025Q3: 7,782 shares; 2025Q4: 7,808 shares; 2026Q1: 10,199 shares 10,199 $619K 0.02% +2,391 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 992 shares; 2025Q1: 1,245 shares; 2025Q2: 910 shares; 2025Q3: 968 shares; 2025Q4: 1,271 shares; 2026Q1: 1,257 shares 1,257 $618K 0.02% -14 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: 2,529 shares; 2024Q4: 2,441 shares; 2025Q1: 2,377 shares; 2025Q2: 2,310 shares; 2025Q3: 2,153 shares; 2025Q4: 1,877 shares; 2026Q1: 1,421 shares 1,421 $614K 0.02% -456 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: 4,961 shares; 2025Q3: 5,304 shares; 2025Q4: 5,446 shares; 2026Q1: 5,659 shares 5,659 $613K 0.02% +213 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,025 shares; 2025Q1: 3,310 shares; 2025Q2: 3,006 shares; 2025Q3: 2,809 shares; 2025Q4: 2,655 shares; 2026Q1: 2,912 shares 2,912 $612K 0.02% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,268 shares 6,268 $609K 0.02% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,791 shares; 2024Q4: 55,291 shares; 2025Q1: 45,012 shares; 2025Q2: 45,412 shares; 2025Q3: 45,409 shares; 2025Q4: 45,362 shares; 2026Q1: 46,775 shares 46,775 $602K 0.02% +1,413 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,715 shares; 2025Q3: 4,499 shares; 2025Q4: 4,465 shares; 2026Q1: 4,026 shares 4,026 $596K 0.02% -439 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: 566 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 504 shares; 2025Q4: 444 shares; 2026Q1: 448 shares 448 $592K 0.02% +4 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: 23,181 shares; 2024Q4: 23,524 shares; 2025Q1: 23,090 shares; 2025Q2: 22,203 shares; 2025Q3: 20,758 shares; 2025Q4: 17,801 shares; 2026Q1: 25,821 shares 25,821 $592K 0.02% +8,020 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 7,831 shares; 2025Q1: 8,297 shares; 2025Q2: 8,533 shares; 2025Q3: 7,493 shares; 2025Q4: 7,574 shares; 2026Q1: 6,825 shares 6,825 $591K 0.02% -749 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: 4,134 shares; 2024Q4: 4,114 shares; 2025Q1: 4,593 shares; 2025Q2: 6,125 shares; 2025Q3: 6,281 shares; 2025Q4: 5,790 shares; 2026Q1: 6,240 shares 6,240 $586K 0.02% +450 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,737 shares; 2025Q1: 3,875 shares; 2025Q2: 4,286 shares; 2025Q3: 4,021 shares; 2025Q4: 4,013 shares; 2026Q1: 4,024 shares 4,024 $584K 0.02% +11 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,163 shares; 2025Q1: 1,210 shares; 2025Q2: 1,201 shares; 2025Q3: 1,403 shares; 2025Q4: 1,400 shares; 2026Q1: 1,397 shares 1,397 $582K 0.02% -3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,403 shares; 2025Q1: 1,204 shares; 2025Q2: 2,309 shares; 2025Q3: 3,111 shares; 2025Q4: 2,805 shares; 2026Q1: 2,862 shares 2,862 $570K 0.01% +57 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 383 shares; 2025Q1: 399 shares; 2025Q2: 6,165 shares; 2025Q3: 6,308 shares; 2025Q4: 6,016 shares; 2026Q1: 6,112 shares 6,112 $564K 0.01% +96 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,570 shares; 2024Q4: 25,304 shares; 2025Q1: 18,909 shares; 2025Q2: 20,471 shares; 2025Q3: 17,749 shares; 2025Q4: 16,083 shares; 2026Q1: 19,316 shares 19,316 $555K 0.01% +3,233 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 4,925 shares; 2025Q1: 4,655 shares; 2025Q2: 4,321 shares; 2025Q3: 4,076 shares; 2025Q4: 4,040 shares; 2026Q1: 3,974 shares 3,974 $550K 0.01% -66 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,131 shares; 2025Q1: 2,786 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares; 2025Q4: 2,590 shares; 2026Q1: 2,611 shares 2,611 $543K 0.01% +21 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: 6,084 shares; 2024Q4: 5,852 shares; 2025Q1: 5,153 shares; 2025Q2: 4,869 shares; 2025Q3: 3,337 shares; 2025Q4: 2,988 shares; 2026Q1: 2,737 shares 2,737 $543K 0.01% -251 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,062 shares; 2025Q1: 2,331 shares; 2025Q2: 2,593 shares; 2025Q3: 2,472 shares; 2025Q4: 2,660 shares; 2026Q1: 2,679 shares 2,679 $530K 0.01% +19 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,261 shares; 2025Q2: 3,998 shares; 2025Q3: 4,203 shares; 2025Q4: 4,055 shares; 2026Q1: 4,281 shares 4,281 $526K 0.01% +226 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,425 shares; 2026Q1: 1,426 shares 1,426 $524K 0.01% +1 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: 962 shares; 2024Q4: 1,099 shares; 2025Q1: 1,097 shares; 2025Q2: 1,271 shares; 2025Q3: 1,351 shares; 2025Q4: 1,406 shares; 2026Q1: 1,470 shares 1,470 $524K 0.01% +64 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,918 shares; 2025Q4: 5,918 shares; 2026Q1: 10,364 shares 10,364 $522K 0.01% +4,446 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,430 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,465 shares; 2025Q4: 1,421 shares; 2026Q1: 1,204 shares 1,204 $512K 0.01% -217 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: 5,017 shares; 2024Q4: 5,016 shares; 2025Q1: 4,933 shares; 2025Q2: 4,649 shares; 2025Q3: 4,585 shares; 2025Q4: 4,558 shares; 2026Q1: 4,317 shares 4,317 $511K 0.01% -241 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,764 shares; 2025Q2: 7,823 shares; 2025Q3: 7,673 shares; 2025Q4: 7,397 shares; 2026Q1: 7,107 shares 7,107 $510K 0.01% -290 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 3,096 shares; 2025Q1: 3,317 shares; 2025Q2: 3,495 shares; 2025Q3: 3,831 shares; 2025Q4: 4,066 shares; 2026Q1: 3,873 shares 3,873 $507K 0.01% -193 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,763 shares; 2025Q1: 1,723 shares; 2025Q2: 1,771 shares; 2025Q3: 1,773 shares; 2025Q4: 1,747 shares; 2026Q1: 1,688 shares 1,688 $499K 0.01% -59 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,839 shares; 2025Q1: 6,146 shares; 2025Q2: 6,041 shares; 2025Q3: 5,813 shares; 2025Q4: 5,558 shares; 2026Q1: 6,445 shares 6,445 $497K 0.01% +887 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,845 shares; 2025Q1: 3,703 shares; 2025Q2: 3,528 shares; 2025Q3: 3,222 shares; 2025Q4: 2,954 shares; 2026Q1: 2,437 shares 2,437 $495K 0.01% -517 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: 860 shares; 2024Q4: 755 shares; 2025Q1: 865 shares; 2025Q2: 1,057 shares; 2025Q3: 1,053 shares; 2025Q4: 1,036 shares; 2026Q1: 1,043 shares 1,043 $494K 0.01% +7 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 4,647 shares; 2025Q1: 5,087 shares; 2025Q2: 5,032 shares; 2025Q3: 4,944 shares; 2025Q4: 2,564 shares; 2026Q1: 2,565 shares 2,565 $492K 0.01% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 2,145 shares; 2025Q3: 2,049 shares; 2025Q4: 2,034 shares; 2026Q1: 2,126 shares 2,126 $490K 0.01% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares; 2026Q1: 5,627 shares 5,627 $488K 0.01% +2,695 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: 802 shares; 2024Q4: 869 shares; 2025Q1: 1,174 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares; 2025Q4: 1,159 shares; 2026Q1: 1,241 shares 1,241 $485K 0.01% +82 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: 3,750 shares; 2024Q4: 9,902 shares; 2025Q1: 3,496 shares; 2025Q2: 7,268 shares; 2025Q3: 7,416 shares; 2025Q4: 7,714 shares; 2026Q1: 5,176 shares 5,176 $481K 0.01% -2,538 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 3,819 shares; 2025Q1: 3,331 shares; 2025Q2: 3,188 shares; 2025Q3: 3,037 shares; 2025Q4: 2,370 shares; 2026Q1: 2,065 shares 2,065 $474K 0.01% -305 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: 4,902 shares; 2024Q4: 5,529 shares; 2025Q1: 5,902 shares; 2025Q2: 7,216 shares; 2025Q3: 7,200 shares; 2025Q4: 7,081 shares; 2026Q1: 7,170 shares 7,170 $473K 0.01% +89 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 107 shares; 2025Q1: 110 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 138 shares; 2026Q1: 112 shares 112 $470K 0.01% -26 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,259 shares; 2025Q1: 3,504 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,794 shares; 2026Q1: 3,530 shares 3,530 $467K 0.01% +736 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,363 shares; 2025Q1: 1,421 shares; 2025Q2: 1,494 shares; 2025Q3: 1,397 shares; 2025Q4: 1,451 shares; 2026Q1: 1,416 shares 1,416 $462K 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: 1,475 shares; 2025Q3: 1,418 shares; 2025Q4: 1,436 shares; 2026Q1: 1,336 shares 1,336 $461K 0.01% -100 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 3,758 shares; 2025Q1: 3,626 shares; 2025Q2: 3,376 shares; 2025Q3: 3,763 shares; 2025Q4: 2,596 shares; 2026Q1: 2,630 shares 2,630 $456K 0.01% +34 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 7,384 shares; 2025Q1: 7,392 shares; 2025Q2: 7,181 shares; 2025Q3: 7,279 shares; 2025Q4: 6,886 shares; 2026Q1: 6,296 shares 6,296 $456K 0.01% -590 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: 1,637 shares; 2025Q3: 1,662 shares; 2025Q4: 1,768 shares; 2026Q1: 1,813 shares 1,813 $454K 0.01% +45 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,838 shares; 2025Q1: 3,811 shares; 2025Q2: 3,943 shares; 2025Q3: 3,942 shares; 2025Q4: 3,953 shares; 2026Q1: 3,998 shares 3,998 $452K 0.01% +45 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,058 shares; 2025Q1: 5,501 shares; 2025Q2: 5,500 shares; 2025Q3: 5,017 shares; 2025Q4: 3,160 shares; 2026Q1: 5,298 shares 5,298 $452K 0.01% +2,138 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,672 shares; 2025Q2: 12,084 shares; 2025Q3: 14,613 shares; 2025Q4: 19,161 shares; 2026Q1: 16,179 shares 16,179 $444K 0.01% -2,982 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: 987 shares; 2024Q4: 981 shares; 2025Q1: 1,130 shares; 2025Q2: 1,071 shares; 2025Q3: 926 shares; 2025Q4: 914 shares; 2026Q1: 995 shares 995 $444K 0.01% +81 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,421 shares 4,421 $443K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,030 shares; 2025Q1: 3,171 shares; 2025Q2: 3,833 shares; 2025Q3: 3,644 shares; 2025Q4: 3,601 shares; 2026Q1: 3,731 shares 3,731 $443K 0.01% +130 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: 11,172 shares; 2024Q4: 9,834 shares; 2025Q1: 8,271 shares; 2025Q2: 7,819 shares; 2025Q3: 8,349 shares; 2025Q4: 8,010 shares; 2026Q1: 7,484 shares 7,484 $440K 0.01% -526 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: not reported; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,832 shares; 2026Q1: 1,774 shares 1,774 $438K 0.01% -58 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,927 shares 9,927 $435K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 2,517 shares; 2025Q1: 2,071 shares; 2025Q2: 1,836 shares; 2025Q3: 1,654 shares; 2025Q4: 1,549 shares; 2026Q1: 1,491 shares 1,491 $435K 0.01% -58 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,035 shares; 2025Q1: 1,906 shares; 2025Q2: 1,957 shares; 2025Q3: 1,884 shares; 2025Q4: 1,925 shares; 2026Q1: 2,007 shares 2,007 $435K 0.01% +82 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 8,698 shares 8,698 $432K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 6,100 shares; 2025Q1: 6,985 shares; 2025Q2: 4,689 shares; 2025Q3: 5,207 shares; 2025Q4: 5,517 shares; 2026Q1: 4,840 shares 4,840 $427K 0.01% -677 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,044 shares; 2025Q1: 965 shares; 2025Q2: 903 shares; 2025Q3: 853 shares; 2025Q4: 810 shares; 2026Q1: 625 shares 625 $426K 0.01% -185 Timeline IYK 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: 6,079 shares 6,079 $426K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,261 shares; 2025Q1: 10,355 shares; 2025Q2: 12,408 shares; 2025Q3: 10,966 shares; 2025Q4: 11,997 shares; 2026Q1: 12,558 shares 12,558 $421K 0.01% +561 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 368 shares; 2025Q1: 403 shares; 2025Q2: 468 shares; 2025Q3: 477 shares; 2025Q4: 478 shares; 2026Q1: 485 shares 485 $420K 0.01% +7 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,298 shares; 2025Q1: 1,294 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $418K 0.01% 0 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: 3,928 shares; 2024Q4: 3,480 shares; 2025Q1: 3,975 shares; 2025Q2: 4,158 shares; 2025Q3: 4,052 shares; 2025Q4: 3,926 shares; 2026Q1: 3,203 shares 3,203 $412K 0.01% -723 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,234 shares; 2026Q1: 7,203 shares 7,203 $410K 0.01% -31 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 1,118 shares; 2025Q1: 1,299 shares; 2025Q2: 1,784 shares; 2025Q3: 1,651 shares; 2025Q4: 1,471 shares; 2026Q1: 1,441 shares 1,441 $401K 0.01% -30 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 984 shares; 2025Q4: 887 shares; 2026Q1: 978 shares 978 $399K 0.01% +91 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,584 shares; 2025Q1: 1,801 shares; 2025Q2: 1,935 shares; 2025Q3: 1,918 shares; 2025Q4: 1,979 shares; 2026Q1: 1,991 shares 1,991 $395K 0.01% +12 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,897 shares; 2025Q1: 3,082 shares; 2025Q2: 3,193 shares; 2025Q3: 3,203 shares; 2025Q4: 3,202 shares; 2026Q1: 2,976 shares 2,976 $390K 0.01% -226 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 7,772 shares; 2025Q1: 7,552 shares; 2025Q2: 6,494 shares; 2025Q3: 6,329 shares; 2025Q4: 6,982 shares; 2026Q1: 7,487 shares 7,487 $389K 0.01% +505 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 3,163 shares; 2026Q1: 2,167 shares 2,167 $389K 0.01% -996 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,572 shares; 2025Q1: 7,611 shares; 2025Q2: 7,795 shares; 2025Q3: 6,671 shares; 2025Q4: 6,221 shares; 2026Q1: 6,292 shares 6,292 $389K 0.01% +71 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 6,351 shares; 2025Q1: 5,909 shares; 2025Q2: 5,094 shares; 2025Q3: 5,370 shares; 2025Q4: 5,146 shares; 2026Q1: 5,208 shares 5,208 $388K 0.01% +62 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: 1,874 shares; 2024Q4: 2,240 shares; 2025Q1: 2,301 shares; 2025Q2: 2,644 shares; 2025Q3: 2,813 shares; 2025Q4: 2,846 shares; 2026Q1: 2,955 shares 2,955 $387K 0.01% +109 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: 3,460 shares; 2024Q4: 3,538 shares; 2025Q1: 3,678 shares; 2025Q2: 3,960 shares; 2025Q3: 4,232 shares; 2025Q4: 4,012 shares; 2026Q1: 3,988 shares 3,988 $385K 0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,029 shares; 2025Q3: 2,031 shares; 2025Q4: 1,832 shares; 2026Q1: 1,833 shares 1,833 $383K 0.01% +1 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,091 shares; 2025Q1: 2,395 shares; 2025Q2: 2,556 shares; 2025Q3: 2,474 shares; 2025Q4: 2,113 shares; 2026Q1: 2,428 shares 2,428 $382K 0.01% +315 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,288 shares; 2025Q2: 1,293 shares; 2025Q3: 1,358 shares; 2025Q4: 1,374 shares; 2026Q1: 1,387 shares 1,387 $382K 0.01% +13 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 301 shares; 2025Q1: 335 shares; 2025Q2: 318 shares; 2025Q3: 301 shares; 2025Q4: 290 shares; 2026Q1: 220 shares 220 $381K 0.01% -70 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 786 shares; 2025Q1: 725 shares; 2025Q2: 732 shares; 2025Q3: 925 shares; 2025Q4: 897 shares; 2026Q1: 875 shares 875 $380K 0.01% -22 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: 780 shares; 2024Q4: 864 shares; 2025Q1: 765 shares; 2025Q2: 782 shares; 2025Q3: 761 shares; 2025Q4: 3,698 shares; 2026Q1: 3,623 shares 3,623 $379K 0.01% -75 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,730 shares; 2025Q1: 2,878 shares; 2025Q2: 2,762 shares; 2025Q3: 2,965 shares; 2025Q4: 2,832 shares; 2026Q1: 3,219 shares 3,219 $370K 0.01% +387 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,592 shares; 2025Q1: 8,592 shares; 2025Q2: 8,673 shares; 2025Q3: 8,558 shares; 2025Q4: 8,019 shares; 2026Q1: 6,740 shares 6,740 $359K 0.01% -1,279 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 738 shares; 2025Q3: 815 shares; 2025Q4: not reported; 2026Q1: 2,868 shares 2,868 $358K 0.01% new Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,206 shares; 2026Q1: 7,125 shares 7,125 $358K 0.01% -2,081 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,600 shares; 2025Q1: 1,543 shares; 2025Q2: 1,694 shares; 2025Q3: 2,064 shares; 2025Q4: 1,922 shares; 2026Q1: 1,649 shares 1,649 $357K 0.01% -273 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: 4,194 shares; 2024Q4: 4,180 shares; 2025Q1: 4,232 shares; 2025Q2: 4,095 shares; 2025Q3: 3,571 shares; 2025Q4: 3,551 shares; 2026Q1: 3,950 shares 3,950 $357K 0.01% +399 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 3,898 shares; 2025Q1: 3,965 shares; 2025Q2: 3,916 shares; 2025Q3: 2,723 shares; 2025Q4: 2,473 shares; 2026Q1: 2,147 shares 2,147 $356K 0.01% -326 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: 684 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 764 shares; 2025Q4: 865 shares; 2026Q1: 895 shares 895 $356K 0.01% +30 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,711 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 3,669 shares; 2026Q1: 4,223 shares 4,223 $354K 0.01% +554 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,970 shares; 2024Q4: 64,340 shares; 2025Q1: 63,425 shares; 2025Q2: 64,692 shares; 2025Q3: 64,781 shares; 2025Q4: 4,282 shares; 2026Q1: 3,684 shares 3,684 $353K 0.01% -598 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,689 shares; 2025Q1: 4,678 shares; 2025Q2: 5,103 shares; 2025Q3: 5,145 shares; 2025Q4: 4,700 shares; 2026Q1: 4,131 shares 4,131 $351K 0.01% -569 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,806 shares; 2025Q1: 1,917 shares; 2025Q2: 1,799 shares; 2025Q3: 1,806 shares; 2025Q4: 1,797 shares; 2026Q1: 1,878 shares 1,878 $350K 0.01% +81 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: 27,307 shares; 2024Q4: 19,879 shares; 2025Q1: 17,881 shares; 2025Q2: 2,938 shares; 2025Q3: 2,234 shares; 2025Q4: 2,514 shares; 2026Q1: 2,369 shares 2,369 $347K 0.01% -145 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: 11,718 shares; 2024Q4: 11,511 shares; 2025Q1: 12,113 shares; 2025Q2: 8,072 shares; 2025Q3: 8,566 shares; 2025Q4: 8,328 shares; 2026Q1: 6,467 shares 6,467 $342K 0.01% -1,861 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,297 shares; 2025Q1: 995 shares; 2025Q2: 909 shares; 2025Q3: 903 shares; 2025Q4: 1,107 shares; 2026Q1: 1,162 shares 1,162 $338K 0.01% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,188 shares; 2026Q1: 6,126 shares 6,126 $331K 0.01% -62 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,217 shares; 2025Q3: 2,261 shares; 2025Q4: 2,288 shares; 2026Q1: 2,518 shares 2,518 $330K 0.01% +230 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,671 shares 1,671 $330K 0.01% new 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: 6,751 shares; 2024Q4: 6,528 shares; 2025Q1: 6,737 shares; 2025Q2: 6,198 shares; 2025Q3: 6,287 shares; 2025Q4: 6,540 shares; 2026Q1: 7,109 shares 7,109 $327K 0.01% +569 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,567 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,216 shares; 2025Q4: 7,355 shares; 2026Q1: 7,832 shares 7,832 $322K 0.01% +477 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: 3,379 shares; 2024Q4: 2,675 shares; 2025Q1: 2,482 shares; 2025Q2: 2,520 shares; 2025Q3: 2,048 shares; 2025Q4: 1,578 shares; 2026Q1: 1,862 shares 1,862 $321K 0.01% +284 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: 5,488 shares; 2024Q4: 5,859 shares; 2025Q1: 4,656 shares; 2025Q2: 4,054 shares; 2025Q3: 3,730 shares; 2025Q4: 4,271 shares; 2026Q1: 3,594 shares 3,594 $319K 0.01% -677 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares 499 $317K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,306 shares; 2025Q3: 10,306 shares; 2025Q4: 10,844 shares; 2026Q1: 10,844 shares 10,844 $315K 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: 890 shares; 2024Q4: 1,170 shares; 2025Q1: 1,129 shares; 2025Q2: 1,149 shares; 2025Q3: 1,380 shares; 2025Q4: 1,203 shares; 2026Q1: 1,126 shares 1,126 $314K 0.01% -77 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,091 shares; 2025Q1: 1,280 shares; 2025Q2: 1,219 shares; 2025Q3: 1,298 shares; 2025Q4: 1,026 shares; 2026Q1: 976 shares 976 $313K 0.01% -50 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,142 shares; 2025Q1: 1,278 shares; 2025Q2: 1,022 shares; 2025Q3: 1,096 shares; 2025Q4: 1,045 shares; 2026Q1: 1,197 shares 1,197 $312K 0.01% +152 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 85 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 91 shares; 2026Q1: 92 shares 92 $310K 0.01% +1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 3,314 shares; 2025Q1: 2,625 shares; 2025Q2: 2,757 shares; 2025Q3: 2,607 shares; 2025Q4: 2,477 shares; 2026Q1: 2,783 shares 2,783 $310K 0.01% +306 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 5,045 shares; 2025Q1: 5,421 shares; 2025Q2: 5,964 shares; 2025Q3: 6,251 shares; 2025Q4: 5,895 shares; 2026Q1: 4,929 shares 4,929 $309K 0.01% -966 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,292 shares; 2025Q1: 1,290 shares; 2025Q2: 1,370 shares; 2025Q3: 1,355 shares; 2025Q4: 1,312 shares; 2026Q1: 1,496 shares 1,496 $309K 0.01% +184 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,112 shares; 2025Q1: 2,468 shares; 2025Q2: 2,384 shares; 2025Q3: 1,434 shares; 2025Q4: 1,299 shares; 2026Q1: 1,268 shares 1,268 $308K 0.01% -31 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 1,002 shares; 2025Q4: 1,033 shares; 2026Q1: 1,013 shares 1,013 $308K 0.01% -20 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,095 shares 3,095 $307K 0.01% new 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: 2,507 shares; 2024Q4: 2,615 shares; 2025Q1: 2,830 shares; 2025Q2: 2,847 shares; 2025Q3: 2,766 shares; 2025Q4: 2,807 shares; 2026Q1: 2,793 shares 2,793 $306K 0.01% -14 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 4,808 shares; 2025Q1: 4,205 shares; 2025Q2: 4,367 shares; 2025Q3: 3,884 shares; 2025Q4: 3,983 shares; 2026Q1: 3,951 shares 3,951 $305K 0.01% -32 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly 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: 8,595 shares 8,595 $305K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 940 shares; 2025Q1: 1,137 shares; 2025Q2: 1,040 shares; 2025Q3: 1,066 shares; 2025Q4: 1,064 shares; 2026Q1: 1,144 shares 1,144 $304K 0.01% +80 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 618 shares; 2025Q1: 595 shares; 2025Q2: 684 shares; 2025Q3: 685 shares; 2025Q4: 687 shares; 2026Q1: 692 shares 692 $302K 0.01% +5 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,816 shares; 2025Q1: 1,827 shares; 2025Q2: 2,029 shares; 2025Q3: 1,976 shares; 2025Q4: 1,702 shares; 2026Q1: 1,783 shares 1,783 $302K 0.01% +81 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 1,378 shares 1,378 $301K 0.01% +150 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,001 shares; 2025Q1: 886 shares; 2025Q2: 1,054 shares; 2025Q3: 940 shares; 2025Q4: 953 shares; 2026Q1: 1,107 shares 1,107 $300K 0.01% +154 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: 3,210 shares; 2024Q4: 2,601 shares; 2025Q1: 1,966 shares; 2025Q2: 1,819 shares; 2025Q3: 1,693 shares; 2025Q4: 1,849 shares; 2026Q1: 1,892 shares 1,892 $297K 0.01% +43 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,433 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,345 shares; 2025Q4: 1,498 shares; 2026Q1: 1,545 shares 1,545 $297K 0.01% +47 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 8,985 shares; 2025Q1: 9,415 shares; 2025Q2: 9,580 shares; 2025Q3: 8,914 shares; 2025Q4: 9,091 shares; 2026Q1: 7,996 shares 7,996 $294K 0.01% -1,095 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,593 shares; 2025Q1: 1,560 shares; 2025Q2: 1,627 shares; 2025Q3: 1,640 shares; 2025Q4: 1,649 shares; 2026Q1: 1,889 shares 1,889 $294K 0.01% +240 Timeline FDVV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,305 shares 5,305 $293K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $292K 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,205 shares; 2024Q4: 11,340 shares; 2025Q1: 8,500 shares; 2025Q2: 8,439 shares; 2025Q3: 8,080 shares; 2025Q4: 6,423 shares; 2026Q1: 6,075 shares 6,075 $291K 0.01% -348 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 6,578 shares; 2025Q3: 6,640 shares; 2025Q4: 6,014 shares; 2026Q1: 6,222 shares 6,222 $289K 0.01% +208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares 1,658 $287K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,208 shares 4,208 $287K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,106 shares 2,106 $286K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 409 shares 409 $285K 0.01% -35 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 420 shares; 2025Q4: 400 shares; 2026Q1: 390 shares 390 $284K 0.01% -10 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,582 shares 2,582 $283K 0.01% +138 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: 1,329 shares; 2026Q1: 1,439 shares 1,439 $281K 0.01% +110 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,464 shares; 2025Q1: 5,622 shares; 2025Q2: 5,248 shares; 2025Q3: 5,093 shares; 2025Q4: 4,344 shares; 2026Q1: 3,949 shares 3,949 $279K 0.01% -395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,265 shares; 2026Q1: 11,265 shares 11,265 $279K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,153 shares; 2025Q4: not reported; 2026Q1: 4,542 shares 4,542 $277K 0.01% new 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: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,022 shares; 2025Q2: 2,109 shares; 2025Q3: 1,789 shares; 2025Q4: 1,953 shares; 2026Q1: 1,946 shares 1,946 $277K 0.01% -7 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 269 shares; 2025Q1: 263 shares; 2025Q2: 325 shares; 2025Q3: 287 shares; 2025Q4: not reported; 2026Q1: 279 shares 279 $273K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 1,752 shares; 2025Q1: 1,247 shares; 2025Q2: 1,079 shares; 2025Q3: 1,013 shares; 2025Q4: 949 shares; 2026Q1: 995 shares 995 $271K 0.01% +46 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,338 shares; 2025Q4: 1,230 shares; 2026Q1: 1,312 shares 1,312 $271K 0.01% +82 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: 2,045 shares; 2024Q4: 2,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares 2,228 $270K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 456 shares; 2026Q1: 501 shares 501 $269K 0.01% +45 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,369 shares; 2025Q1: 1,392 shares; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,772 shares; 2026Q1: 1,410 shares 1,410 $267K 0.01% -362 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,554 shares; 2025Q1: 1,448 shares; 2025Q2: 1,649 shares; 2025Q3: 1,393 shares; 2025Q4: 1,243 shares; 2026Q1: 1,218 shares 1,218 $267K 0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 864 shares; 2026Q1: 927 shares 927 $266K 0.01% +63 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 10,472 shares; 2025Q1: 10,296 shares; 2025Q2: 10,296 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares; 2026Q1: 10,296 shares 10,296 $264K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,149 shares; 2025Q1: 1,178 shares; 2025Q2: 1,264 shares; 2025Q3: 1,278 shares; 2025Q4: 1,271 shares; 2026Q1: 1,270 shares 1,270 $263K 0.01% -1 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares; 2025Q2: 10,327 shares; 2025Q3: 10,318 shares; 2025Q4: not reported; 2026Q1: 8,365 shares 8,365 $261K 0.01% new 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: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,134 shares; 2025Q4: 1,190 shares; 2026Q1: 1,212 shares 1,212 $261K 0.01% +22 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,544 shares; 2025Q4: 3,569 shares; 2026Q1: 3,759 shares 3,759 $261K 0.01% +190 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,766 shares; 2025Q2: 1,779 shares; 2025Q3: 1,778 shares; 2025Q4: 1,819 shares; 2026Q1: 1,722 shares 1,722 $260K 0.01% -97 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 2,167 shares; 2026Q1: 2,309 shares 2,309 $259K 0.01% +142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,572 shares 1,572 $258K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $256K 0.01% new Timeline LQD 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: 3,180 shares; 2026Q1: 2,294 shares 2,294 $250K 0.01% -886 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,539 shares; 2025Q4: 3,172 shares; 2026Q1: 3,271 shares 3,271 $248K 0.01% +99 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,222 shares; 2025Q1: 2,085 shares; 2025Q2: 2,287 shares; 2025Q3: 2,543 shares; 2025Q4: not reported; 2026Q1: 1,711 shares 1,711 $247K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 5,097 shares; 2025Q1: 3,873 shares; 2025Q2: 4,631 shares; 2025Q3: 4,065 shares; 2025Q4: 3,277 shares; 2026Q1: 3,257 shares 3,257 $245K 0.01% -20 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,482 shares 2,482 $244K 0.01% +290 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 805 shares; 2025Q1: 813 shares; 2025Q2: 1,042 shares; 2025Q3: 1,714 shares; 2025Q4: 1,072 shares; 2026Q1: 1,018 shares 1,018 $244K 0.01% -54 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares 1,583 $242K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 13,544 shares; 2025Q2: 18,764 shares; 2025Q3: 20,783 shares; 2025Q4: 23,274 shares; 2026Q1: 20,878 shares 20,878 $241K 0.01% -2,396 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: 2,558 shares; 2026Q1: 2,645 shares 2,645 $241K 0.01% +87 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: 1,691 shares; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,659 shares; 2025Q4: 1,688 shares; 2026Q1: 1,744 shares 1,744 $239K 0.01% +56 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,012 shares 1,012 $235K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 2,483 shares; 2025Q2: 2,840 shares; 2025Q3: 2,400 shares; 2025Q4: not reported; 2026Q1: 2,855 shares 2,855 $233K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,192 shares; 2025Q3: 3,820 shares; 2025Q4: not reported; 2026Q1: 3,803 shares 3,803 $233K 0.01% new Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,262 shares 12,262 $229K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,802 shares 1,802 $226K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,184 shares; 2025Q3: 9,437 shares; 2025Q4: 7,831 shares; 2026Q1: 7,369 shares 7,369 $226K 0.01% -462 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127 shares 1,127 $223K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,152 shares; 2026Q1: 2,417 shares 2,417 $222K 0.01% +265 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,206 shares; 2025Q1: 2,658 shares; 2025Q2: 2,680 shares; 2025Q3: 2,474 shares; 2025Q4: 2,381 shares; 2026Q1: 1,983 shares 1,983 $216K 0.01% -398 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: not reported; 2024Q4: 1,555 shares; 2025Q1: 1,904 shares; 2025Q2: 1,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708 shares 1,708 $216K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,637 shares 4,637 $215K 0.01% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly 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: 3,905 shares; 2026Q1: 3,787 shares 3,787 $215K 0.01% -118 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,843 shares; 2025Q1: 1,193 shares; 2025Q2: 1,139 shares; 2025Q3: 1,129 shares; 2025Q4: 1,092 shares; 2026Q1: 997 shares 997 $214K 0.01% -95 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,235 shares; 2025Q1: 2,199 shares; 2025Q2: 2,668 shares; 2025Q3: 2,820 shares; 2025Q4: 2,780 shares; 2026Q1: 2,260 shares 2,260 $209K 0.01% -520 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,255 shares 2,255 $208K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: 454 shares; 2025Q2: 484 shares; 2025Q3: 469 shares; 2025Q4: 462 shares; 2026Q1: 468 shares 468 $208K 0.01% +6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $206K 0.01% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,483 shares; 2025Q1: 4,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 4,650 shares 4,650 $206K 0.01% +17 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,195 shares; 2025Q1: 1,417 shares; 2025Q2: 1,489 shares; 2025Q3: 1,537 shares; 2025Q4: 1,461 shares; 2026Q1: 1,368 shares 1,368 $205K 0.01% -93 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $205K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,137 shares 1,137 $205K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 745 shares; 2025Q1: 697 shares; 2025Q2: 702 shares; 2025Q3: 621 shares; 2025Q4: 662 shares; 2026Q1: 578 shares 578 $204K 0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,791 shares 2,791 $204K 0.01% new 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: 2,364 shares; 2024Q4: 2,402 shares; 2025Q1: 2,328 shares; 2025Q2: 2,372 shares; 2025Q3: 2,167 shares; 2025Q4: 2,107 shares; 2026Q1: 2,069 shares 2,069 $202K 0.01% -38 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,097 shares 1,097 $201K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184 shares 184 $201K 0.01% new Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,354 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares 1,343 $200K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,703 shares; 2025Q1: 4,093 shares; 2025Q2: 3,843 shares; 2025Q3: 3,750 shares; 2025Q4: 3,461 shares; 2026Q1: 3,263 shares 3,263 $200K 0.01% -198 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,027 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 15,256 shares; 2026Q1: 15,383 shares 15,383 $167K <0.01% +127 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,796 shares; 2024Q4: 27,255 shares; 2025Q1: 18,651 shares; 2025Q2: 16,154 shares; 2025Q3: 16,656 shares; 2025Q4: 15,212 shares; 2026Q1: 16,407 shares 16,407 $164K <0.01% +1,195 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,100 shares; 2025Q2: 23,100 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 24,350 shares 24,350 $163K <0.01% +850 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,693 shares 11,693 $158K <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 13,464 shares 13,464 $118K <0.01% new Timeline ANGI ANGI INC More: the full row for ANGI 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: 12,123 shares 12,123 $83K <0.01% new Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,896 shares 16,896 $78.6K <0.01% new Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST 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: 13,558 shares 13,558 $76.1K <0.01% new Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,723 shares 11,723 $71.7K <0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 17,000 shares; 2025Q4: 72,398 shares; 2026Q1: 17,000 shares 17,000 $67.2K <0.01% -55,398 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,145 shares 11,145 $61.3K <0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 13,469 shares; 2025Q4: 13,469 shares; 2026Q1: 13,469 shares 13,469 $60.1K <0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares 13,700 $27.8K <0.01% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS 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: 34,999 shares; 2026Q1: 34,999 shares 34,999 $8.64K <0.01% 0 Timeline