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: 67,390 shares; 2024Q4: 66,554 shares; 2025Q1: 68,498 shares; 2025Q2: 68,561 shares; 2025Q3: 68,092 shares; 2025Q4: 66,560 shares; 2026Q1: 67,699 shares 67,699 $21.7M 4.83% +1,139 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: 88,137 shares; 2024Q4: 85,705 shares; 2025Q1: 82,220 shares; 2025Q2: 81,329 shares; 2025Q3: 82,836 shares; 2025Q4: 82,388 shares; 2026Q1: 79,208 shares 79,208 $20.1M 4.47% -3,180 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: 52,493 shares; 2024Q4: 51,633 shares; 2025Q1: 48,308 shares; 2025Q2: 47,505 shares; 2025Q3: 47,266 shares; 2025Q4: 46,495 shares; 2026Q1: 44,914 shares 44,914 $16.5M 3.67% -1,581 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: 102,637 shares; 2024Q4: 105,917 shares; 2025Q1: 103,136 shares; 2025Q2: 101,451 shares; 2025Q3: 99,819 shares; 2025Q4: 99,538 shares; 2026Q1: 94,361 shares 94,361 $15.1M 3.35% -5,177 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: 14,370 shares; 2024Q4: 15,129 shares; 2025Q1: 14,637 shares; 2025Q2: 14,373 shares; 2025Q3: 14,140 shares; 2025Q4: 14,103 shares; 2026Q1: 14,039 shares 14,039 $14M 3.11% -64 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: 67,499 shares; 2024Q4: 72,195 shares; 2025Q1: 75,090 shares; 2025Q2: 73,150 shares; 2025Q3: 76,667 shares; 2025Q4: 81,041 shares; 2026Q1: 88,643 shares 88,643 $13.1M 2.92% +7,602 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: 34,121 shares; 2024Q4: 35,910 shares; 2025Q1: 34,672 shares; 2025Q2: 33,382 shares; 2025Q3: 32,930 shares; 2025Q4: 32,920 shares; 2026Q1: 33,072 shares 33,072 $12.2M 2.72% +152 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: 26,431 shares; 2024Q4: 26,193 shares; 2025Q1: 26,162 shares; 2025Q2: 26,089 shares; 2025Q3: 25,221 shares; 2025Q4: 25,079 shares; 2026Q1: 24,826 shares 24,826 $11.9M 2.65% -253 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: 24,019 shares; 2024Q4: 23,485 shares; 2025Q1: 23,149 shares; 2025Q2: 23,047 shares; 2025Q3: 22,638 shares; 2025Q4: 22,197 shares; 2026Q1: 21,075 shares 21,075 $11.6M 2.57% -1,122 Timeline DVY 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: 44,215 shares; 2024Q4: 45,280 shares; 2025Q1: 55,693 shares; 2025Q2: 59,587 shares; 2025Q3: 63,021 shares; 2025Q4: 65,340 shares; 2026Q1: 74,238 shares 74,238 $11.2M 2.5% +8,898 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: 52,536 shares; 2024Q4: 60,203 shares; 2025Q1: 59,228 shares; 2025Q2: 57,524 shares; 2025Q3: 58,183 shares; 2025Q4: 58,714 shares; 2026Q1: 58,331 shares 58,331 $11.2M 2.49% -383 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: 94,750 shares; 2024Q4: 95,478 shares; 2025Q1: 93,738 shares; 2025Q2: 91,492 shares; 2025Q3: 91,305 shares; 2025Q4: 91,150 shares; 2026Q1: 89,846 shares 89,846 $11.2M 2.48% -1,304 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: 54,545 shares; 2024Q4: 56,392 shares; 2025Q1: 56,015 shares; 2025Q2: 54,044 shares; 2025Q3: 53,097 shares; 2025Q4: 52,808 shares; 2026Q1: 53,140 shares 53,140 $10.4M 2.32% +332 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: 39,519 shares; 2024Q4: 40,429 shares; 2025Q1: 38,413 shares; 2025Q2: 37,247 shares; 2025Q3: 34,713 shares; 2025Q4: 34,275 shares; 2026Q1: 31,914 shares 31,914 $9.18M 2.04% -2,361 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: 35,952 shares; 2024Q4: 40,463 shares; 2025Q1: 39,678 shares; 2025Q2: 39,527 shares; 2025Q3: 39,295 shares; 2025Q4: 39,678 shares; 2026Q1: 37,251 shares 37,251 $7.76M 1.73% -2,427 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: 36,922 shares; 2024Q4: 37,432 shares; 2025Q1: 36,280 shares; 2025Q2: 35,301 shares; 2025Q3: 34,705 shares; 2025Q4: 34,261 shares; 2026Q1: 32,811 shares 32,811 $7.06M 1.57% -1,450 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,471 shares; 2024Q4: 58,080 shares; 2025Q1: 61,830 shares; 2025Q2: 67,612 shares; 2025Q3: 83,060 shares; 2025Q4: 102,393 shares; 2026Q1: 132,183 shares 132,183 $6.54M 1.46% +29,790 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: 259,134 shares; 2024Q4: 285,567 shares; 2025Q1: 292,057 shares; 2025Q2: 284,104 shares; 2025Q3: 280,874 shares; 2025Q4: 240,964 shares; 2026Q1: 232,244 shares 232,244 $6.52M 1.45% -8,720 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: 10,099 shares; 2024Q4: 10,100 shares; 2025Q1: 9,609 shares; 2025Q2: 9,547 shares; 2025Q3: 9,536 shares; 2025Q4: 9,451 shares; 2026Q1: 9,135 shares 9,135 $6.37M 1.42% -316 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: 47,846 shares; 2024Q4: 56,307 shares; 2025Q1: 58,653 shares; 2025Q2: 58,030 shares; 2025Q3: 53,335 shares; 2025Q4: 52,281 shares; 2026Q1: 52,718 shares 52,718 $6.34M 1.41% +437 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 27,266 shares; 2026Q1: 66,613 shares 66,613 $6.28M 1.4% +39,347 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: 41,615 shares; 2024Q4: 46,693 shares; 2025Q1: 47,247 shares; 2025Q2: 45,808 shares; 2025Q3: 45,797 shares; 2025Q4: 41,206 shares; 2026Q1: 39,959 shares 39,959 $6.21M 1.38% -1,247 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: 28,100 shares; 2024Q4: 26,720 shares; 2025Q1: 25,110 shares; 2025Q2: 24,549 shares; 2025Q3: 24,368 shares; 2025Q4: 24,036 shares; 2026Q1: 23,202 shares 23,202 $5.67M 1.26% -834 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: 26,514 shares; 2024Q4: 26,302 shares; 2025Q1: 26,088 shares; 2025Q2: 26,210 shares; 2025Q3: 26,044 shares; 2025Q4: 26,382 shares; 2026Q1: 25,782 shares 25,782 $5.61M 1.25% -600 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: 17,289 shares; 2024Q4: 19,400 shares; 2025Q1: 19,171 shares; 2025Q2: 17,837 shares; 2025Q3: 17,782 shares; 2025Q4: 17,696 shares; 2026Q1: 18,606 shares 18,606 $5.47M 1.22% +910 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,138 shares; 2025Q1: 7,785 shares; 2025Q2: 7,581 shares; 2025Q3: 7,548 shares; 2025Q4: 7,499 shares; 2026Q1: 7,172 shares 7,172 $4.68M 1.04% -327 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: 23,130 shares; 2024Q4: 66,859 shares; 2025Q1: 67,668 shares; 2025Q2: 70,159 shares; 2025Q3: 90,285 shares; 2025Q4: 100,978 shares; 2026Q1: 146,815 shares 146,815 $4.5M 1% +45,837 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 23,525 shares; 2025Q1: 23,393 shares; 2025Q2: 23,826 shares; 2025Q3: 23,670 shares; 2025Q4: 24,170 shares; 2026Q1: 24,031 shares 24,031 $4.08M 0.91% -139 Timeline PHO 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: 59,898 shares; 2024Q4: 60,246 shares; 2025Q1: 60,696 shares; 2025Q2: 60,297 shares; 2025Q3: 59,001 shares; 2025Q4: 58,954 shares; 2026Q1: 57,755 shares 57,755 $3.86M 0.86% -1,199 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: 16,133 shares; 2024Q4: 15,925 shares; 2025Q1: 18,197 shares; 2025Q2: 18,153 shares; 2025Q3: 17,633 shares; 2025Q4: 17,372 shares; 2026Q1: 17,598 shares 17,598 $3.64M 0.81% +226 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: 78,067 shares; 2024Q4: 86,700 shares; 2025Q1: 85,058 shares; 2025Q2: 83,591 shares; 2025Q3: 83,599 shares; 2025Q4: 84,336 shares; 2026Q1: 74,146 shares 74,146 $3.61M 0.8% -10,190 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: 13,244 shares; 2024Q4: 14,124 shares; 2025Q1: 14,471 shares; 2025Q2: 13,512 shares; 2025Q3: 13,094 shares; 2025Q4: 12,175 shares; 2026Q1: 11,425 shares 11,425 $3.54M 0.79% -750 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 8,847 shares; 2025Q1: 8,555 shares; 2025Q2: 8,280 shares; 2025Q3: 8,097 shares; 2025Q4: 8,096 shares; 2026Q1: 8,045 shares 8,045 $3.51M 0.78% -51 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: 10,966 shares; 2024Q4: 10,957 shares; 2025Q1: 10,799 shares; 2025Q2: 10,627 shares; 2025Q3: 10,582 shares; 2025Q4: 10,676 shares; 2026Q1: 10,701 shares 10,701 $3.33M 0.74% +25 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 32,906 shares; 2025Q1: 32,712 shares; 2025Q2: 32,762 shares; 2025Q3: 31,645 shares; 2025Q4: 33,059 shares; 2026Q1: 32,216 shares 32,216 $3.32M 0.74% -843 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: 5,794 shares; 2024Q4: 5,794 shares; 2025Q1: 5,740 shares; 2025Q2: 5,614 shares; 2025Q3: 5,419 shares; 2025Q4: 5,364 shares; 2026Q1: 5,099 shares 5,099 $3.32M 0.74% -265 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: 5,627 shares; 2024Q4: 5,592 shares; 2025Q1: 5,570 shares; 2025Q2: 5,563 shares; 2025Q3: 5,406 shares; 2025Q4: 5,459 shares; 2026Q1: 5,529 shares 5,529 $3.19M 0.71% +70 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 14,332 shares; 2025Q1: 13,913 shares; 2025Q2: 25,056 shares; 2025Q3: 29,131 shares; 2025Q4: 30,029 shares; 2026Q1: 41,204 shares 41,204 $3.18M 0.71% +11,175 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: 63,115 shares; 2024Q4: 64,448 shares; 2025Q1: 58,683 shares; 2025Q2: 54,553 shares; 2025Q3: 54,498 shares; 2025Q4: 54,398 shares; 2026Q1: 53,893 shares 53,893 $3.05M 0.68% -505 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: 9,642 shares; 2024Q4: 10,691 shares; 2025Q1: 10,628 shares; 2025Q2: 10,440 shares; 2025Q3: 10,376 shares; 2025Q4: 9,281 shares; 2026Q1: 9,177 shares 9,177 $3.02M 0.67% -104 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: 10,304 shares; 2024Q4: 10,703 shares; 2025Q1: 10,022 shares; 2025Q2: 9,886 shares; 2025Q3: 9,760 shares; 2025Q4: 9,776 shares; 2026Q1: 9,718 shares 9,718 $2.94M 0.65% -58 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: 11,300 shares; 2024Q4: 11,246 shares; 2025Q1: 11,120 shares; 2025Q2: 11,106 shares; 2025Q3: 10,870 shares; 2025Q4: 10,842 shares; 2026Q1: 10,655 shares 10,655 $2.9M 0.65% -187 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 47,301 shares; 2025Q1: 55,409 shares; 2025Q2: 55,348 shares; 2025Q3: 57,392 shares; 2025Q4: 55,667 shares; 2026Q1: 59,162 shares 59,162 $2.88M 0.64% +3,495 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: 70,824 shares; 2024Q4: 69,737 shares; 2025Q1: 68,632 shares; 2025Q2: 67,774 shares; 2025Q3: 64,784 shares; 2025Q4: 60,203 shares; 2026Q1: 56,595 shares 56,595 $2.84M 0.63% -3,608 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: 13,088 shares; 2024Q4: 13,056 shares; 2025Q1: 11,854 shares; 2025Q2: 11,768 shares; 2025Q3: 11,683 shares; 2025Q4: 11,741 shares; 2026Q1: 12,031 shares 12,031 $2.76M 0.61% +290 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: 16,189 shares; 2024Q4: 16,189 shares; 2025Q1: 16,353 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 16,419 shares; 2026Q1: 16,464 shares 16,464 $2.72M 0.61% +45 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: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,651 shares; 2025Q2: 6,651 shares; 2025Q3: 6,651 shares; 2025Q4: 6,651 shares; 2026Q1: 6,531 shares 6,531 $2.56M 0.57% -120 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 13,447 shares; 2025Q1: 13,768 shares; 2025Q2: 13,445 shares; 2025Q3: 13,069 shares; 2025Q4: 12,975 shares; 2026Q1: 12,364 shares 12,364 $2.45M 0.54% -611 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: 41,674 shares; 2024Q4: 39,156 shares; 2025Q1: 33,716 shares; 2025Q2: 32,963 shares; 2025Q3: 32,481 shares; 2025Q4: 32,364 shares; 2026Q1: 31,857 shares 31,857 $2.42M 0.54% -507 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: 6,865 shares; 2024Q4: 6,678 shares; 2025Q1: 5,729 shares; 2025Q2: 6,854 shares; 2025Q3: 10,034 shares; 2025Q4: 12,353 shares; 2026Q1: 12,199 shares 12,199 $2.34M 0.52% -154 Timeline SPTM 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: 31,643 shares; 2024Q4: 31,600 shares; 2025Q1: 31,327 shares; 2025Q2: 30,618 shares; 2025Q3: 30,585 shares; 2025Q4: 30,290 shares; 2026Q1: 29,536 shares 29,536 $2.34M 0.52% -754 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: 13,567 shares; 2024Q4: 13,385 shares; 2025Q1: 12,386 shares; 2025Q2: 11,825 shares; 2025Q3: 11,830 shares; 2025Q4: 11,590 shares; 2026Q1: 11,156 shares 11,156 $2.32M 0.52% -434 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: 13,471 shares; 2024Q4: 14,212 shares; 2025Q1: 15,001 shares; 2025Q2: 14,557 shares; 2025Q3: 14,487 shares; 2025Q4: 13,616 shares; 2026Q1: 15,353 shares 15,353 $2.22M 0.49% +1,737 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: 10,406 shares; 2024Q4: 10,257 shares; 2025Q1: 10,190 shares; 2025Q2: 10,028 shares; 2025Q3: 9,840 shares; 2025Q4: 9,840 shares; 2026Q1: 9,449 shares 9,449 $2.14M 0.47% -391 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: 7,394 shares; 2024Q4: 7,230 shares; 2025Q1: 7,156 shares; 2025Q2: 6,902 shares; 2025Q3: 6,832 shares; 2025Q4: 6,802 shares; 2026Q1: 6,779 shares 6,779 $2.05M 0.46% -23 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: 3,615 shares; 2024Q4: 3,837 shares; 2025Q1: 3,564 shares; 2025Q2: 3,849 shares; 2025Q3: 3,616 shares; 2025Q4: 3,587 shares; 2026Q1: 3,424 shares 3,424 $2.05M 0.46% -163 Timeline VFH 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: 17,189 shares; 2024Q4: 17,234 shares; 2025Q1: 17,786 shares; 2025Q2: 16,939 shares; 2025Q3: 16,879 shares; 2025Q4: 16,711 shares; 2026Q1: 16,467 shares 16,467 $1.99M 0.44% -244 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: 24,739 shares; 2024Q4: 24,739 shares; 2025Q1: 22,024 shares; 2025Q2: 20,959 shares; 2025Q3: 20,878 shares; 2025Q4: 20,649 shares; 2026Q1: 20,296 shares 20,296 $1.99M 0.44% -353 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: 10,601 shares; 2024Q4: 11,936 shares; 2025Q1: 13,263 shares; 2025Q2: 10,951 shares; 2025Q3: 10,853 shares; 2025Q4: 10,543 shares; 2026Q1: 9,886 shares 9,886 $1.97M 0.44% -657 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 28,080 shares; 2025Q1: 27,260 shares; 2025Q2: 26,705 shares; 2025Q3: 26,412 shares; 2025Q4: 26,040 shares; 2026Q1: 25,567 shares 25,567 $1.96M 0.44% -473 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 9,345 shares; 2025Q1: 10,123 shares; 2025Q2: 10,160 shares; 2025Q3: 10,033 shares; 2025Q4: 7,110 shares; 2026Q1: 6,885 shares 6,885 $1.95M 0.43% -225 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: 7,923 shares; 2024Q4: 7,723 shares; 2025Q1: 7,456 shares; 2025Q2: 7,232 shares; 2025Q3: 7,057 shares; 2025Q4: 6,984 shares; 2026Q1: 6,949 shares 6,949 $1.88M 0.42% -35 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: 4,353 shares; 2024Q4: 4,105 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,198 shares; 2025Q4: 4,197 shares; 2026Q1: 4,147 shares 4,147 $1.77M 0.39% -50 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,862 shares; 2024Q4: 28,491 shares; 2025Q1: 32,776 shares; 2025Q2: 32,223 shares; 2025Q3: 31,853 shares; 2025Q4: 28,568 shares; 2026Q1: 29,877 shares 29,877 $1.72M 0.38% +1,309 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: 1,514 shares; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: 2,023 shares; 2025Q3: 2,494 shares; 2025Q4: 2,529 shares; 2026Q1: 1,850 shares 1,850 $1.7M 0.38% -679 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,852 shares; 2024Q4: 57,187 shares; 2025Q1: 58,154 shares; 2025Q2: 58,756 shares; 2025Q3: 57,192 shares; 2025Q4: 59,357 shares; 2026Q1: 58,679 shares 58,679 $1.68M 0.37% -678 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: 14,019 shares; 2024Q4: 13,701 shares; 2025Q1: 12,507 shares; 2025Q2: 11,207 shares; 2025Q3: 9,275 shares; 2025Q4: 8,602 shares; 2026Q1: 4,929 shares 4,929 $1.61M 0.36% -3,673 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: 15,917 shares; 2024Q4: 15,977 shares; 2025Q1: 15,725 shares; 2025Q2: 15,739 shares; 2025Q3: 15,601 shares; 2025Q4: 15,601 shares; 2026Q1: 15,536 shares 15,536 $1.6M 0.35% -65 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,427 shares; 2025Q1: 3,418 shares; 2025Q2: 3,388 shares; 2025Q3: 3,356 shares; 2025Q4: 3,318 shares; 2026Q1: 3,295 shares 3,295 $1.53M 0.34% -23 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,297 shares; 2025Q4: 31,919 shares; 2026Q1: 32,885 shares 32,885 $1.52M 0.34% +966 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: 5,869 shares; 2024Q4: 5,682 shares; 2025Q1: 5,698 shares; 2025Q2: 5,657 shares; 2025Q3: 5,645 shares; 2025Q4: 5,402 shares; 2026Q1: 5,243 shares 5,243 $1.5M 0.33% -159 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 19,772 shares; 2025Q1: 19,127 shares; 2025Q2: 19,178 shares; 2025Q3: 17,332 shares; 2025Q4: 16,862 shares; 2026Q1: 15,737 shares 15,737 $1.38M 0.31% -1,125 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: 12,782 shares; 2024Q4: 15,058 shares; 2025Q1: 14,695 shares; 2025Q2: 11,630 shares; 2025Q3: 10,489 shares; 2025Q4: 8,942 shares; 2026Q1: 6,729 shares 6,729 $1.37M 0.3% -2,213 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,519 shares; 2025Q2: 20,131 shares; 2025Q3: 23,951 shares; 2025Q4: 26,073 shares; 2026Q1: 26,078 shares 26,078 $1.33M 0.3% +5 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: 7,413 shares; 2024Q4: 7,431 shares; 2025Q1: 6,991 shares; 2025Q2: 7,042 shares; 2025Q3: 6,929 shares; 2025Q4: 6,915 shares; 2026Q1: 6,840 shares 6,840 $1.32M 0.29% -75 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: 8,353 shares; 2024Q4: 7,610 shares; 2025Q1: 7,049 shares; 2025Q2: 6,804 shares; 2025Q3: 6,766 shares; 2025Q4: 6,576 shares; 2026Q1: 6,015 shares 6,015 $1.32M 0.29% -561 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,483 shares; 2025Q1: 11,058 shares; 2025Q2: 10,861 shares; 2025Q3: 13,891 shares; 2025Q4: 25,881 shares; 2026Q1: 26,364 shares 26,364 $1.31M 0.29% +483 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,853 shares; 2025Q1: 4,369 shares; 2025Q2: 4,319 shares; 2025Q3: 4,382 shares; 2025Q4: 9,552 shares; 2026Q1: 9,182 shares 9,182 $1.22M 0.27% -370 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: 13,040 shares; 2024Q4: 13,153 shares; 2025Q1: 13,227 shares; 2025Q2: 13,206 shares; 2025Q3: 13,266 shares; 2025Q4: 13,111 shares; 2026Q1: 13,086 shares 13,086 $1.22M 0.27% -25 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 9,455 shares; 2025Q3: 8,891 shares; 2025Q4: 16,558 shares; 2026Q1: 15,912 shares 15,912 $1.17M 0.26% -646 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 7,992 shares; 2025Q2: 7,883 shares; 2025Q3: 7,926 shares; 2025Q4: 7,926 shares; 2026Q1: 7,933 shares 7,933 $1.16M 0.26% +7 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: 1,102 shares; 2024Q4: 2,001 shares; 2025Q1: 2,020 shares; 2025Q2: 1,987 shares; 2025Q3: 1,365 shares; 2025Q4: 1,414 shares; 2026Q1: 1,358 shares 1,358 $1.15M 0.26% -56 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: 1,730 shares; 2024Q4: 1,720 shares; 2025Q1: 1,736 shares; 2025Q2: 1,746 shares; 2025Q3: 1,595 shares; 2025Q4: 1,662 shares; 2026Q1: 1,587 shares 1,587 $1.12M 0.25% -75 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: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,578 shares 4,578 $1.1M 0.24% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,074 shares; 2024Q4: 17,668 shares; 2025Q1: 18,060 shares; 2025Q2: 17,438 shares; 2025Q3: 17,322 shares; 2025Q4: 16,140 shares; 2026Q1: 20,211 shares 20,211 $1.06M 0.24% +4,071 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 37,075 shares; 2026Q1: 41,025 shares 41,025 $1.05M 0.23% +3,950 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: 4,960 shares; 2024Q4: 5,548 shares; 2025Q1: 5,787 shares; 2025Q2: 5,325 shares; 2025Q3: 5,116 shares; 2025Q4: 5,113 shares; 2026Q1: 6,044 shares 6,044 $1.05M 0.23% +931 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,159 shares; 2025Q1: 1,203 shares; 2025Q2: 1,140 shares; 2025Q3: 1,097 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares 10,590 $1.02M 0.23% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,483 shares; 2024Q4: 18,440 shares; 2025Q1: 15,995 shares; 2025Q2: 21,420 shares; 2025Q3: 19,982 shares; 2025Q4: 19,144 shares; 2026Q1: 16,565 shares 16,565 $1M 0.22% -2,579 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,178 shares; 2024Q4: 18,607 shares; 2025Q1: 16,829 shares; 2025Q2: 15,214 shares; 2025Q3: 12,245 shares; 2025Q4: 11,259 shares; 2026Q1: 6,447 shares 6,447 $983K 0.22% -4,812 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: 4,904 shares; 2024Q4: 5,869 shares; 2025Q1: 6,622 shares; 2025Q2: 8,668 shares; 2025Q3: 6,935 shares; 2025Q4: 6,642 shares; 2026Q1: 5,130 shares 5,130 $958K 0.21% -1,512 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: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 3,031 shares; 2025Q3: 5,689 shares; 2025Q4: 9,942 shares; 2026Q1: 10,108 shares 10,108 $937K 0.21% +166 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: 37,230 shares; 2024Q4: 35,409 shares; 2025Q1: 31,880 shares; 2025Q2: 27,773 shares; 2025Q3: 22,736 shares; 2025Q4: 22,655 shares; 2026Q1: 22,607 shares 22,607 $928K 0.21% -48 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: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,676 shares; 2025Q2: 1,481 shares; 2025Q3: 1,444 shares; 2025Q4: 1,471 shares; 2026Q1: 1,472 shares 1,472 $890K 0.2% +1 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: 16,722 shares; 2024Q4: 16,129 shares; 2025Q1: 14,490 shares; 2025Q2: 12,494 shares; 2025Q3: 12,343 shares; 2025Q4: 11,952 shares; 2026Q1: 9,228 shares 9,228 $889K 0.2% -2,724 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: 12,212 shares; 2024Q4: 12,021 shares; 2025Q1: 12,106 shares; 2025Q2: 12,110 shares; 2025Q3: 12,115 shares; 2025Q4: 12,370 shares; 2026Q1: 12,344 shares 12,344 $866K 0.19% -26 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: 13,356 shares; 2024Q4: 13,356 shares; 2025Q1: 13,356 shares; 2025Q2: 13,036 shares; 2025Q3: 13,058 shares; 2025Q4: 13,508 shares; 2026Q1: 13,058 shares 13,058 $862K 0.19% -450 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares 2,483 $857K 0.19% 0 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: 4,050 shares; 2024Q4: 3,709 shares; 2025Q1: 4,267 shares; 2025Q2: 4,157 shares; 2025Q3: 4,593 shares; 2025Q4: 4,163 shares; 2026Q1: 4,893 shares 4,893 $853K 0.19% +730 Timeline SPYD 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: 16,931 shares; 2024Q4: 22,452 shares; 2025Q1: 24,152 shares; 2025Q2: 20,320 shares; 2025Q3: 20,411 shares; 2025Q4: 18,766 shares; 2026Q1: 18,665 shares 18,665 $850K 0.19% -101 Timeline MGV 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: 5,476 shares; 2024Q4: 5,723 shares; 2025Q1: 5,824 shares; 2025Q2: 5,597 shares; 2025Q3: 5,667 shares; 2025Q4: 5,667 shares; 2026Q1: 5,609 shares 5,609 $813K 0.18% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,386 shares; 2025Q3: 12,386 shares; 2025Q4: 11,882 shares; 2026Q1: 11,300 shares 11,300 $799K 0.18% -582 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,488 shares; 2025Q3: 13,559 shares; 2025Q4: 18,543 shares; 2026Q1: 33,373 shares 33,373 $765K 0.17% +14,830 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: 9,354 shares; 2024Q4: 9,141 shares; 2025Q1: 8,660 shares; 2025Q2: 8,589 shares; 2025Q3: 8,549 shares; 2025Q4: 8,417 shares; 2026Q1: 8,587 shares 8,587 $762K 0.17% +170 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: 1,749 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares 1,701 $760K 0.17% 0 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: 3,642 shares; 2024Q4: 6,874 shares; 2025Q1: 8,086 shares; 2025Q2: 8,005 shares; 2025Q3: 8,016 shares; 2025Q4: 7,416 shares; 2026Q1: 4,464 shares 4,464 $735K 0.16% -2,952 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 13,039 shares; 2025Q1: 10,928 shares; 2025Q2: 10,558 shares; 2025Q3: 10,837 shares; 2025Q4: 11,237 shares; 2026Q1: 12,540 shares 12,540 $734K 0.16% +1,303 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,205 shares; 2024Q4: 22,999 shares; 2025Q1: 23,408 shares; 2025Q2: 23,409 shares; 2025Q3: 23,415 shares; 2025Q4: 8,918 shares; 2026Q1: 9,026 shares 9,026 $731K 0.16% +108 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: 27,983 shares; 2024Q4: 27,458 shares; 2025Q1: 27,322 shares; 2025Q2: 27,608 shares; 2025Q3: 27,466 shares; 2025Q4: 27,322 shares; 2026Q1: 25,238 shares 25,238 $725K 0.16% -2,084 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: 4,629 shares; 2024Q4: 4,629 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,546 shares 4,546 $715K 0.16% -32 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: 14,273 shares; 2024Q4: 20,341 shares; 2025Q1: 21,315 shares; 2025Q2: 20,495 shares; 2025Q3: 20,885 shares; 2025Q4: 14,553 shares; 2026Q1: 13,422 shares 13,422 $709K 0.16% -1,131 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: 12,044 shares; 2026Q1: 12,044 shares 12,044 $686K 0.15% 0 Timeline IGV 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: 5,489 shares; 2025Q2: 16,812 shares; 2025Q3: 20,011 shares; 2025Q4: 19,915 shares; 2026Q1: 8,249 shares 8,249 $660K 0.15% -11,666 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,738 shares; 2025Q2: 15,085 shares; 2025Q3: 15,155 shares; 2025Q4: 15,090 shares; 2026Q1: 16,012 shares 16,012 $652K 0.15% +922 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,440 shares; 2026Q1: 12,060 shares 12,060 $626K 0.14% +620 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,458 shares 2,458 $610K 0.14% -17 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,030 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 7,925 shares; 2025Q4: 7,860 shares; 2026Q1: 8,050 shares 8,050 $607K 0.14% +190 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,524 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 2,850 shares; 2025Q4: 2,765 shares; 2026Q1: 2,644 shares 2,644 $594K 0.13% -121 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares; 2026Q1: 3,488 shares 3,488 $590K 0.13% 0 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: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,282 shares; 2025Q3: 4,250 shares; 2025Q4: 4,207 shares; 2026Q1: 4,144 shares 4,144 $578K 0.13% -63 Timeline LGLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 3,214 shares; 2026Q1: 3,225 shares 3,225 $574K 0.13% +11 Timeline EWJ 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: 20,974 shares; 2024Q4: 18,753 shares; 2025Q1: 20,130 shares; 2025Q2: 19,639 shares; 2025Q3: 19,333 shares; 2025Q4: 18,508 shares; 2026Q1: 6,643 shares 6,643 $561K 0.12% -11,865 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: 628 shares; 2024Q4: 755 shares; 2025Q1: 1,243 shares; 2025Q2: 1,414 shares; 2025Q3: 1,220 shares; 2025Q4: 1,170 shares; 2026Q1: 424 shares 424 $560K 0.12% -746 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: 1,262 shares; 2024Q4: 1,238 shares; 2025Q1: 1,149 shares; 2025Q2: 1,458 shares; 2025Q3: 1,602 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495 $556K 0.12% 0 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: 2,794 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,894 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 4,226 shares 4,226 $553K 0.12% +1,471 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: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,636 shares; 2025Q2: 4,751 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,880 shares 4,880 $552K 0.12% +78 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: 16,082 shares; 2024Q4: 17,239 shares; 2025Q1: 18,805 shares; 2025Q2: 21,273 shares; 2025Q3: 21,357 shares; 2025Q4: 19,555 shares; 2026Q1: 18,958 shares 18,958 $550K 0.12% -597 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: 1,398 shares; 2024Q4: 1,270 shares; 2025Q1: 1,112 shares; 2025Q2: 1,103 shares; 2025Q3: 1,113 shares; 2025Q4: 1,093 shares; 2026Q1: 1,094 shares 1,094 $547K 0.12% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,289 shares; 2025Q1: 2,320 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares 2,252 $546K 0.12% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,218 shares; 2025Q4: 14,259 shares; 2026Q1: 24,142 shares 24,142 $542K 0.12% +9,883 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,454 shares; 2025Q4: 6,399 shares; 2026Q1: 6,325 shares 6,325 $522K 0.12% -74 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: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 5,005 shares; 2025Q4: 4,790 shares; 2026Q1: 4,588 shares 4,588 $519K 0.12% -202 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 27,500 shares; 2025Q2: 26,000 shares; 2025Q3: 24,500 shares; 2025Q4: 23,500 shares; 2026Q1: 21,500 shares 21,500 $503K 0.11% -2,000 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: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,786 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares 1,749 $502K 0.11% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,371 shares 2,371 $465K 0.1% 0 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: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,195 shares; 2026Q1: 1,070 shares 1,070 $460K 0.1% -125 Timeline DNL 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: 10,144 shares; 2024Q4: 10,006 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 11,400 shares 11,400 $460K 0.1% +750 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: 544 shares; 2024Q4: 599 shares; 2025Q1: 700 shares; 2025Q2: 831 shares; 2025Q3: 855 shares; 2025Q4: 793 shares; 2026Q1: 787 shares 787 $450K 0.1% -6 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 8,796 shares; 2025Q1: 8,546 shares; 2025Q2: 8,691 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares; 2026Q1: 9,307 shares 9,307 $448K 0.1% +125 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: 10,174 shares; 2024Q4: 10,134 shares; 2025Q1: 10,101 shares; 2025Q2: 9,159 shares; 2025Q3: 9,225 shares; 2025Q4: 10,969 shares; 2026Q1: 8,919 shares 8,919 $440K 0.1% -2,050 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,563 shares; 2025Q2: 3,743 shares; 2025Q3: 3,767 shares; 2025Q4: 7,534 shares; 2026Q1: 7,084 shares 7,084 $434K 0.1% -450 Timeline GIND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 19,500 shares; 2025Q3: 23,300 shares; 2025Q4: 22,425 shares; 2026Q1: 19,450 shares 19,450 $432K 0.1% -2,975 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: 2,039 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,039 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares 2,059 $430K 0.1% 0 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: 4,865 shares; 2024Q4: 4,608 shares; 2025Q1: 6,805 shares; 2025Q2: 6,022 shares; 2025Q3: 5,051 shares; 2025Q4: 4,823 shares; 2026Q1: 4,364 shares 4,364 $429K 0.1% -459 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: 3,739 shares; 2024Q4: 3,525 shares; 2025Q1: 3,456 shares; 2025Q2: 3,330 shares; 2025Q3: 3,026 shares; 2025Q4: 3,348 shares; 2026Q1: 3,248 shares 3,248 $418K 0.09% -100 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: 7,448 shares; 2024Q4: 7,350 shares; 2025Q1: 11,882 shares; 2025Q2: 4,312 shares; 2025Q3: 4,355 shares; 2025Q4: 4,580 shares; 2026Q1: 4,270 shares 4,270 $417K 0.09% -310 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: 1,626 shares; 2024Q4: 1,585 shares; 2025Q1: 1,610 shares; 2025Q2: 1,606 shares; 2025Q3: 1,659 shares; 2025Q4: 1,724 shares; 2026Q1: 1,697 shares 1,697 $411K 0.09% -27 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: 7,312 shares; 2024Q4: 7,284 shares; 2025Q1: 7,164 shares; 2025Q2: 5,830 shares; 2025Q3: 5,022 shares; 2025Q4: 4,717 shares; 2026Q1: 4,575 shares 4,575 $410K 0.09% -142 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 5,825 shares; 2025Q1: 4,987 shares; 2025Q2: 4,762 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares; 2026Q1: 4,328 shares 4,328 $402K 0.09% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,160 shares; 2025Q4: 3,560 shares; 2026Q1: 4,832 shares 4,832 $400K 0.09% +1,272 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: 9,017 shares; 2024Q4: 5,437 shares; 2025Q1: 5,302 shares; 2025Q2: 5,412 shares; 2025Q3: 5,588 shares; 2025Q4: 5,514 shares; 2026Q1: 5,084 shares 5,084 $394K 0.09% -430 Timeline VIS 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,600 shares; 2025Q2: 1,414 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,251 shares 1,251 $391K 0.09% -1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,870 shares; 2025Q3: 10,326 shares; 2025Q4: 10,328 shares; 2026Q1: 10,184 shares 10,184 $385K 0.09% -144 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,814 shares; 2026Q1: 4,785 shares 4,785 $379K 0.08% -29 Timeline BAPRA 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: not reported; 2024Q4: 10,574 shares; 2025Q1: 12,197 shares; 2025Q2: 7,097 shares; 2025Q3: 7,097 shares; 2025Q4: 6,859 shares; 2026Q1: 5,803 shares 5,803 $376K 0.08% -1,056 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: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 1,472 shares; 2025Q2: 1,489 shares; 2025Q3: 1,496 shares; 2025Q4: 1,309 shares; 2026Q1: 1,310 shares 1,310 $372K 0.08% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,534 shares; 2025Q3: 3,334 shares; 2025Q4: 3,334 shares; 2026Q1: 3,334 shares 3,334 $353K 0.08% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 473 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $352K 0.08% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,746 shares; 2025Q4: 1,671 shares; 2026Q1: 1,642 shares 1,642 $347K 0.08% -29 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: 2,492 shares; 2024Q4: 2,492 shares; 2025Q1: 2,741 shares; 2025Q2: 2,603 shares; 2025Q3: 2,544 shares; 2025Q4: 2,844 shares; 2026Q1: 2,345 shares 2,345 $344K 0.08% -499 Timeline IHE 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: 4,599 shares; 2024Q4: 4,599 shares; 2025Q1: 4,803 shares; 2025Q2: 4,693 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares; 2026Q1: 3,779 shares 3,779 $328K 0.07% -293 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: 708 shares; 2024Q4: 708 shares; 2025Q1: 643 shares; 2025Q2: 649 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 556 shares 556 $313K 0.07% -14 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: 2,427 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,788 shares; 2025Q3: 2,686 shares; 2025Q4: 2,120 shares; 2026Q1: 2,087 shares 2,087 $307K 0.07% -33 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $305K 0.07% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 4,675 shares 4,675 $300K 0.07% +517 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: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,267 shares; 2025Q2: 3,494 shares; 2025Q3: 3,221 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares 3,159 $297K 0.07% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,733 shares; 2026Q1: 13,235 shares 13,235 $295K 0.07% +3,502 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: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares 2,175 $285K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,576 shares; 2025Q2: 2,989 shares; 2025Q3: 3,089 shares; 2025Q4: 3,103 shares; 2026Q1: 833 shares 833 $282K 0.06% -2,270 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 15,844 shares; 2025Q1: 15,356 shares; 2025Q2: 15,541 shares; 2025Q3: 15,179 shares; 2025Q4: 14,071 shares; 2026Q1: 5,996 shares 5,996 $281K 0.06% -8,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares 1,279 $273K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,128 shares; 2025Q1: 1,993 shares; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares; 2025Q4: 1,938 shares; 2026Q1: 1,863 shares 1,863 $271K 0.06% -75 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: 907 shares; 2024Q4: 815 shares; 2025Q1: 814 shares; 2025Q2: 864 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 757 shares 757 $266K 0.06% -91 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: 1,913 shares; 2024Q4: 2,243 shares; 2025Q1: 2,068 shares; 2025Q2: 2,016 shares; 2025Q3: 2,045 shares; 2025Q4: 1,978 shares; 2026Q1: 1,866 shares 1,866 $266K 0.06% -112 Timeline RSPT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares; 2025Q4: 4,987 shares; 2026Q1: 5,597 shares 5,597 $253K 0.06% +610 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 2,636 shares; 2025Q3: 2,244 shares; 2025Q4: 2,146 shares; 2026Q1: 1,669 shares 1,669 $244K 0.05% -477 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: not reported; 2024Q4: 2,228 shares; 2025Q1: not reported; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares; 2026Q1: 2,437 shares 2,437 $242K 0.05% -4 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: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $239K 0.05% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares 3,115 $234K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,137 shares; 2024Q4: 18,900 shares; 2025Q1: 17,994 shares; 2025Q2: 15,034 shares; 2025Q3: 13,791 shares; 2025Q4: 9,762 shares; 2026Q1: 7,546 shares 7,546 $229K 0.05% -2,216 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,628 shares; 2025Q4: 2,775 shares; 2026Q1: 2,701 shares 2,701 $221K 0.05% -74 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,033 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $221K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $220K 0.05% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,508 shares 2,508 $217K 0.05% +66 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: 6,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,516 shares 3,516 $207K 0.05% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 10,923 shares; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares; 2026Q1: 10,923 shares 10,923 $206K 0.05% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 12,472 shares; 2025Q1: 9,114 shares; 2025Q2: 8,901 shares; 2025Q3: 7,266 shares; 2025Q4: 6,816 shares; 2026Q1: 2,722 shares 2,722 $205K 0.05% -4,094 Timeline