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: 509,149 shares; 2024Q4: 555,705 shares; 2025Q1: 556,897 shares; 2025Q2: 554,514 shares; 2025Q3: 635,845 shares; 2025Q4: 694,606 shares; 2026Q1: 660,471 shares 660,471 $66.5M 10.38% -34,135 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: 132,325 shares; 2024Q4: 138,718 shares; 2025Q1: 150,240 shares; 2025Q2: 160,763 shares; 2025Q3: 168,114 shares; 2025Q4: 171,915 shares; 2026Q1: 175,690 shares 175,690 $56.3M 8.8% +3,775 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: 825,426 shares; 2024Q4: 862,925 shares; 2025Q1: 813,386 shares; 2025Q2: 813,657 shares; 2025Q3: 807,767 shares; 2025Q4: 810,680 shares; 2026Q1: 782,167 shares 782,167 $50.1M 7.82% -28,513 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: 912,499 shares; 2024Q4: 934,777 shares; 2025Q1: 947,175 shares; 2025Q2: 952,958 shares; 2025Q3: 962,728 shares; 2025Q4: 630,152 shares; 2026Q1: 630,092 shares 630,092 $46.4M 7.25% -60 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,854 shares; 2024Q4: 266,044 shares; 2025Q1: 282,300 shares; 2025Q2: 354,114 shares; 2025Q3: 369,686 shares; 2025Q4: 388,205 shares; 2026Q1: 402,092 shares 402,092 $44.7M 6.98% +13,887 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: 3,550 shares; 2024Q4: 4,439 shares; 2025Q1: 4,354 shares; 2025Q2: 5,748 shares; 2025Q3: 42,291 shares; 2025Q4: 693,470 shares; 2026Q1: 812,876 shares 812,876 $42.7M 6.67% +119,406 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: 3,260 shares; 2024Q4: 3,266 shares; 2025Q1: 3,269 shares; 2025Q2: 3,019 shares; 2025Q3: 4,369 shares; 2025Q4: 415,692 shares; 2026Q1: 480,589 shares 480,589 $39.8M 6.21% +64,897 Timeline IAGG 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: 1,525 shares; 2025Q1: 23,977 shares; 2025Q2: 41,948 shares; 2025Q3: 64,706 shares; 2025Q4: 688,722 shares; 2026Q1: 762,824 shares 762,824 $38.2M 5.96% +74,102 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,025 shares; 2024Q4: 740,125 shares; 2025Q1: 778,354 shares; 2025Q2: 818,648 shares; 2025Q3: 791,867 shares; 2025Q4: 794,997 shares; 2026Q1: 813,475 shares 813,475 $31.6M 4.94% +18,478 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,432 shares; 2025Q3: 326,806 shares; 2025Q4: 356,769 shares; 2026Q1: 368,428 shares 368,428 $26.7M 4.18% +11,659 Timeline VUSB 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: 323,094 shares; 2024Q4: 287,940 shares; 2025Q1: 210,939 shares; 2025Q2: 297,951 shares; 2025Q3: 486,770 shares; 2025Q4: 454,953 shares; 2026Q1: 495,682 shares 495,682 $24.7M 3.85% +40,729 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,970 shares; 2024Q4: 141,240 shares; 2025Q1: 149,879 shares; 2025Q2: 158,668 shares; 2025Q3: 162,877 shares; 2025Q4: 168,533 shares; 2026Q1: 168,617 shares 168,617 $14.3M 2.23% +84 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: 214,949 shares; 2024Q4: 223,554 shares; 2025Q1: 234,081 shares; 2025Q2: 242,310 shares; 2025Q3: 240,398 shares; 2025Q4: 248,175 shares; 2026Q1: 243,824 shares 243,824 $13.2M 2.05% -4,351 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,830 shares; 2024Q4: 267,737 shares; 2025Q1: 298,989 shares; 2025Q2: 311,647 shares; 2025Q3: 269,610 shares; 2025Q4: 273,298 shares; 2026Q1: 285,578 shares 285,578 $10.5M 1.64% +12,280 Timeline ESGD 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: 58,787 shares; 2024Q4: 52,172 shares; 2025Q1: 54,188 shares; 2025Q2: 58,427 shares; 2025Q3: 60,822 shares; 2025Q4: 69,181 shares; 2026Q1: 78,887 shares 78,887 $7.54M 1.18% +9,706 Timeline SUSB 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: 90,089 shares; 2024Q4: 92,114 shares; 2025Q1: 139,062 shares; 2025Q2: 145,895 shares; 2025Q3: 174,944 shares; 2025Q4: 266,828 shares; 2026Q1: 259,200 shares 259,200 $6.5M 1.01% -7,628 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,006 shares; 2024Q4: 53,129 shares; 2025Q1: 53,158 shares; 2025Q2: 55,280 shares; 2025Q3: 54,490 shares; 2025Q4: 54,583 shares; 2026Q1: 54,642 shares 54,642 $6.13M 0.96% +59 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: 10,354 shares; 2024Q4: 9,824 shares; 2025Q1: 9,936 shares; 2025Q2: 9,978 shares; 2025Q3: 9,928 shares; 2025Q4: 9,334 shares; 2026Q1: 9,363 shares 9,363 $5.59M 0.87% +29 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,607 shares; 2024Q4: 66,854 shares; 2025Q1: 76,767 shares; 2025Q2: 77,624 shares; 2025Q3: 76,191 shares; 2025Q4: 69,384 shares; 2026Q1: 65,745 shares 65,745 $5.15M 0.81% -3,639 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: 7,344 shares; 2024Q4: 7,306 shares; 2025Q1: 7,311 shares; 2025Q2: 7,303 shares; 2025Q3: 7,244 shares; 2025Q4: 7,248 shares; 2026Q1: 7,223 shares 7,223 $4.7M 0.73% -25 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: 23,383 shares; 2024Q4: 23,465 shares; 2025Q1: 23,578 shares; 2025Q2: 23,672 shares; 2025Q3: 23,775 shares; 2025Q4: 23,867 shares; 2026Q1: 23,971 shares 23,971 $4.6M 0.72% +104 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,484 shares; 2024Q4: 85,741 shares; 2025Q1: 114,407 shares; 2025Q2: 110,275 shares; 2025Q3: 118,449 shares; 2025Q4: 132,707 shares; 2026Q1: 142,541 shares 142,541 $4.59M 0.72% +9,834 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: 40,736 shares; 2024Q4: 41,246 shares; 2025Q1: 41,507 shares; 2025Q2: 42,772 shares; 2025Q3: 43,186 shares; 2025Q4: 44,546 shares; 2026Q1: 44,831 shares 44,831 $4.45M 0.7% +285 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: 45,528 shares; 2024Q4: 48,741 shares; 2025Q1: 55,766 shares; 2025Q2: 56,621 shares; 2025Q3: 57,843 shares; 2025Q4: 49,430 shares; 2026Q1: 47,848 shares 47,848 $3.79M 0.59% -1,582 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,801 shares; 2024Q4: 59,667 shares; 2025Q1: 59,317 shares; 2025Q2: 55,936 shares; 2025Q3: 55,936 shares; 2025Q4: 55,302 shares; 2026Q1: 55,029 shares 55,029 $3.77M 0.59% -273 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,914 shares; 2024Q4: 54,273 shares; 2025Q1: 56,518 shares; 2025Q2: 59,025 shares; 2025Q3: 63,240 shares; 2025Q4: 67,901 shares; 2026Q1: 74,136 shares 74,136 $3.37M 0.53% +6,235 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: 1,954 shares; 2024Q4: 1,965 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,985 shares; 2025Q4: 2,003 shares; 2026Q1: 16,583 shares 16,583 $3.25M 0.51% +14,580 Timeline VCEB 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: 29,323 shares; 2024Q4: 41,442 shares; 2025Q1: 41,754 shares; 2025Q2: 43,294 shares; 2025Q3: 44,847 shares; 2025Q4: 48,011 shares; 2026Q1: 48,329 shares 48,329 $3.04M 0.47% +318 Timeline VSGX 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: 30,552 shares; 2024Q4: 38,680 shares; 2025Q1: 38,929 shares; 2025Q2: 39,651 shares; 2025Q3: 40,194 shares; 2025Q4: 40,674 shares; 2026Q1: 40,917 shares 40,917 $2.93M 0.46% +243 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: 11,715 shares; 2024Q4: 11,745 shares; 2025Q1: 11,724 shares; 2025Q2: 12,171 shares; 2025Q3: 11,555 shares; 2025Q4: 11,450 shares; 2026Q1: 11,551 shares 11,551 $2.93M 0.46% +101 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: 18,734 shares; 2024Q4: 32,421 shares; 2025Q1: 42,519 shares; 2025Q2: 44,104 shares; 2025Q3: 45,569 shares; 2025Q4: 44,866 shares; 2026Q1: 47,616 shares 47,616 $2.79M 0.44% +2,750 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,765 shares; 2024Q4: 67,956 shares; 2025Q1: 67,595 shares; 2025Q2: 67,895 shares; 2025Q3: 58,990 shares; 2025Q4: 57,727 shares; 2026Q1: 57,761 shares 57,761 $2.61M 0.41% +34 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,847 shares; 2024Q4: 9,959 shares; 2025Q1: 60,300 shares; 2025Q2: 55,774 shares; 2025Q3: 48,679 shares; 2025Q4: 51,766 shares; 2026Q1: 52,165 shares 52,165 $2.61M 0.41% +399 Timeline SMMD 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: 32,211 shares; 2024Q4: 32,085 shares; 2025Q1: 31,897 shares; 2025Q2: 32,002 shares; 2025Q3: 32,108 shares; 2025Q4: 32,236 shares; 2026Q1: 32,306 shares 32,306 $2.47M 0.39% +70 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: 71,048 shares; 2024Q4: 81,774 shares; 2025Q1: 79,705 shares; 2025Q2: 80,224 shares; 2025Q3: 81,157 shares; 2025Q4: 26,142 shares; 2026Q1: 29,515 shares 29,515 $2.28M 0.36% +3,373 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,916 shares; 2024Q4: 38,314 shares; 2025Q1: 37,013 shares; 2025Q2: 36,125 shares; 2025Q3: 35,935 shares; 2025Q4: 35,959 shares; 2026Q1: 30,016 shares 30,016 $2.25M 0.35% -5,943 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: 3,218 shares; 2024Q4: 3,216 shares; 2025Q1: 3,226 shares; 2025Q2: 3,089 shares; 2025Q3: 3,098 shares; 2025Q4: 3,306 shares; 2026Q1: 3,315 shares 3,315 $2.17M 0.34% +9 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 4,547 shares 4,547 $1.99M 0.31% new Timeline FREL 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: 36,984 shares; 2024Q4: 45,379 shares; 2025Q1: 51,117 shares; 2025Q2: 55,596 shares; 2025Q3: 60,731 shares; 2025Q4: 62,824 shares; 2026Q1: 70,432 shares 70,432 $1.9M 0.3% +7,608 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: 11,035 shares; 2024Q4: 10,506 shares; 2025Q1: 10,093 shares; 2025Q2: 11,170 shares; 2025Q3: 10,127 shares; 2025Q4: 10,615 shares; 2026Q1: 10,716 shares 10,716 $1.87M 0.29% +101 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: 37,076 shares; 2024Q4: 37,411 shares; 2025Q1: 37,411 shares; 2025Q2: 37,792 shares; 2025Q3: 34,467 shares; 2025Q4: 34,410 shares; 2026Q1: 15,446 shares 15,446 $1.4M 0.22% -18,964 Timeline JFLX 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: 27,436 shares; 2025Q4: 27,436 shares; 2026Q1: 27,436 shares 27,436 $1.36M 0.21% 0 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: 17,137 shares; 2024Q4: 17,185 shares; 2025Q1: 16,687 shares; 2025Q2: 16,415 shares; 2025Q3: 16,578 shares; 2025Q4: 16,792 shares; 2026Q1: 16,645 shares 16,645 $1.28M 0.2% -147 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: 1,804 shares; 2024Q4: 1,817 shares; 2025Q1: 1,819 shares; 2025Q2: 1,825 shares; 2025Q3: 1,832 shares; 2025Q4: 1,846 shares; 2026Q1: 3,987 shares 3,987 $1.14M 0.18% +2,141 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,558 shares; 2024Q4: 35,597 shares; 2025Q1: 49,338 shares; 2025Q2: 49,338 shares; 2025Q3: 49,338 shares; 2025Q4: 49,338 shares; 2026Q1: 43,105 shares 43,105 $1.07M 0.17% -6,233 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,966 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,898 shares 1,898 $910K 0.14% +9 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: 4,076 shares; 2024Q4: 4,111 shares; 2025Q1: 4,113 shares; 2025Q2: 4,137 shares; 2025Q3: 4,155 shares; 2025Q4: 4,193 shares; 2026Q1: 4,196 shares 4,196 $893K 0.14% +3 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: 2,204 shares; 2024Q4: 2,185 shares; 2025Q1: 2,069 shares; 2025Q2: 2,452 shares; 2025Q3: 2,234 shares; 2025Q4: 2,287 shares; 2026Q1: 2,299 shares 2,299 $851K 0.13% +12 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,025 shares 5,025 $716K 0.11% -67 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: 7,377 shares; 2024Q4: 8,211 shares; 2025Q1: 8,203 shares; 2025Q2: 8,238 shares; 2025Q3: 8,065 shares; 2025Q4: 7,593 shares; 2026Q1: 7,550 shares 7,550 $670K 0.1% -43 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 18,554 shares; 2025Q1: 18,890 shares; 2025Q2: 18,532 shares; 2025Q3: 16,520 shares; 2025Q4: 16,586 shares; 2026Q1: 16,596 shares 16,596 $647K 0.1% +10 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: 1,074 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,109 shares; 2025Q3: 1,073 shares; 2025Q4: 1,075 shares; 2026Q1: 1,076 shares 1,076 $621K 0.1% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,944 shares; 2024Q4: 7,000 shares; 2025Q1: 7,554 shares; 2025Q2: 7,589 shares; 2025Q3: 7,589 shares; 2025Q4: 7,658 shares; 2026Q1: 7,661 shares 7,661 $617K 0.1% +3 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,489 shares; 2024Q4: 50,519 shares; 2025Q1: 50,546 shares; 2025Q2: 50,911 shares; 2025Q3: 55,850 shares; 2025Q4: 53,812 shares; 2026Q1: 5,675 shares 5,675 $605K 0.09% -48,137 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: 7,845 shares; 2024Q4: 7,937 shares; 2025Q1: 7,937 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,178 shares; 2026Q1: 8,173 shares 8,173 $597K 0.09% -5 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,477 shares; 2025Q1: 18,518 shares; 2025Q2: 21,568 shares; 2025Q3: 18,758 shares; 2025Q4: 18,854 shares; 2026Q1: 16,277 shares 16,277 $578K 0.09% -2,577 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: 1,960 shares; 2024Q4: 2,137 shares; 2025Q1: 2,090 shares; 2025Q2: 2,750 shares; 2025Q3: 2,198 shares; 2025Q4: 2,613 shares; 2026Q1: 2,691 shares 2,691 $560K 0.09% +78 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,338 shares; 2024Q4: 22,353 shares; 2025Q1: 22,314 shares; 2025Q2: 22,342 shares; 2025Q3: 22,910 shares; 2025Q4: 22,727 shares; 2026Q1: 22,261 shares 22,261 $526K 0.08% -466 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: 2,063 shares; 2024Q4: 2,037 shares; 2025Q1: 1,964 shares; 2025Q2: 1,923 shares; 2025Q3: 2,014 shares; 2025Q4: 2,057 shares; 2026Q1: 1,783 shares 1,783 $511K 0.08% -274 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,246 shares; 2024Q4: 26,748 shares; 2025Q1: 28,163 shares; 2025Q2: 35,549 shares; 2025Q3: 26,498 shares; 2025Q4: 12,107 shares; 2026Q1: 10,619 shares 10,619 $509K 0.08% -1,488 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: 4,947 shares; 2024Q4: 4,982 shares; 2025Q1: 4,982 shares; 2025Q2: 9,847 shares; 2025Q3: 9,847 shares; 2025Q4: 10,103 shares; 2026Q1: 10,103 shares 10,103 $499K 0.08% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,760 shares; 2025Q1: 5,760 shares; 2025Q2: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 5,961 shares; 2026Q1: 5,961 shares 5,961 $461K 0.07% 0 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: 2,945 shares; 2024Q4: 2,946 shares; 2025Q1: 2,943 shares; 2025Q2: 2,945 shares; 2025Q3: 2,931 shares; 2025Q4: 2,933 shares; 2026Q1: 2,934 shares 2,934 $435K 0.07% +1 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 6,796 shares; 2025Q1: 6,817 shares; 2025Q2: 13,645 shares; 2025Q3: 13,703 shares; 2025Q4: 13,763 shares; 2026Q1: 13,797 shares 13,797 $427K 0.07% +34 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: 845 shares; 2024Q4: 1,064 shares; 2025Q1: 972 shares; 2025Q2: 1,655 shares; 2025Q3: 1,247 shares; 2025Q4: 1,350 shares; 2026Q1: 1,415 shares 1,415 $407K 0.06% +65 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 528 shares; 2025Q1: 520 shares; 2025Q2: 1,246 shares; 2025Q3: 888 shares; 2025Q4: 1,562 shares; 2026Q1: 3,560 shares 3,560 $379K 0.06% +1,998 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: 392 shares; 2024Q4: 382 shares; 2025Q1: 375 shares; 2025Q2: 406 shares; 2025Q3: 390 shares; 2025Q4: 398 shares; 2026Q1: 403 shares 403 $370K 0.06% +5 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 12,570 shares; 2026Q1: 12,570 shares 12,570 $364K 0.06% 0 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: 1,170 shares; 2024Q4: 1,109 shares; 2025Q1: 1,040 shares; 2025Q2: 1,328 shares; 2025Q3: 1,172 shares; 2025Q4: 1,193 shares; 2026Q1: 1,201 shares 1,201 $353K 0.06% +8 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,276 shares; 2025Q3: 19,276 shares; 2025Q4: 19,276 shares; 2026Q1: 19,276 shares 19,276 $353K 0.06% 0 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: 3,519 shares; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 4,658 shares; 2025Q3: 4,658 shares; 2025Q4: 3,519 shares; 2026Q1: 3,519 shares 3,519 $334K 0.05% 0 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: 1,347 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,347 shares; 2025Q3: 1,365 shares; 2025Q4: 1,376 shares; 2026Q1: 1,379 shares 1,379 $326K 0.05% +3 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: 1,283 shares; 2024Q4: 1,320 shares; 2025Q1: 1,182 shares; 2025Q2: 1,241 shares; 2025Q3: 1,290 shares; 2025Q4: 1,268 shares; 2026Q1: 1,329 shares 1,329 $325K 0.05% +61 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: 4,347 shares; 2024Q4: 4,443 shares; 2025Q1: 4,443 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,575 shares; 2026Q1: 4,575 shares 4,575 $319K 0.05% 0 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: 917 shares; 2024Q4: 1,168 shares; 2025Q1: 1,125 shares; 2025Q2: 1,342 shares; 2025Q3: 1,124 shares; 2025Q4: 1,381 shares; 2026Q1: 1,428 shares 1,428 $311K 0.05% +47 Timeline IWN 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: 1,549 shares; 2024Q4: 1,557 shares; 2025Q1: 1,562 shares; 2025Q2: 1,569 shares; 2025Q3: 1,576 shares; 2025Q4: 1,585 shares; 2026Q1: 1,589 shares 1,589 $301K 0.05% +4 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: 402 shares; 2024Q4: 818 shares; 2025Q1: 800 shares; 2025Q2: 1,915 shares; 2025Q3: 1,639 shares; 2025Q4: 2,253 shares; 2026Q1: 2,404 shares 2,404 $299K 0.05% +151 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares; 2026Q1: 3,972 shares 3,972 $286K 0.04% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 320 shares; 2025Q3: 400 shares; 2025Q4: 1,532 shares; 2026Q1: 1,656 shares 1,656 $281K 0.04% +124 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: 520 shares; 2024Q4: 516 shares; 2025Q1: 515 shares; 2025Q2: 815 shares; 2025Q3: 829 shares; 2025Q4: 559 shares; 2026Q1: 800 shares 800 $242K 0.04% +241 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: 2,579 shares; 2024Q4: 2,581 shares; 2025Q1: 2,582 shares; 2025Q2: 2,584 shares; 2025Q3: 2,550 shares; 2025Q4: 2,552 shares; 2026Q1: 2,552 shares 2,552 $241K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,227 shares; 2025Q1: 1,232 shares; 2025Q2: 1,241 shares; 2025Q3: 913 shares; 2025Q4: 919 shares; 2026Q1: 913 shares 913 $239K 0.04% -6 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: 429 shares; 2024Q4: 419 shares; 2025Q1: 414 shares; 2025Q2: 551 shares; 2025Q3: 393 shares; 2025Q4: 434 shares; 2026Q1: 411 shares 411 $235K 0.04% -23 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,124 shares; 2025Q1: 3,619 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares; 2025Q4: 5,039 shares; 2026Q1: 5,039 shares 5,039 $230K 0.04% 0 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: 480 shares; 2024Q4: 585 shares; 2025Q1: 545 shares; 2025Q2: 953 shares; 2025Q3: 640 shares; 2025Q4: 644 shares; 2026Q1: 698 shares 698 $216K 0.03% +54 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: 2,134 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares 2,160 $210K 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 5,541 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,323 shares 3,323 $207K 0.03% -106 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: 484 shares; 2024Q4: 494 shares; 2025Q1: 410 shares; 2025Q2: 1,513 shares; 2025Q3: 1,576 shares; 2025Q4: 1,632 shares; 2026Q1: 1,707 shares 1,707 $205K 0.03% +75 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,067 shares; 2025Q1: 1,070 shares; 2025Q2: 1,075 shares; 2025Q3: 1,403 shares; 2025Q4: 1,414 shares; 2026Q1: 1,418 shares 1,418 $196K 0.03% +4 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: 69 shares; 2024Q4: 71 shares; 2025Q1: 51 shares; 2025Q2: 150 shares; 2025Q3: 63 shares; 2025Q4: 225 shares; 2026Q1: 227 shares 227 $192K 0.03% +2 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: 286 shares; 2024Q4: 284 shares; 2025Q1: 277 shares; 2025Q2: 279 shares; 2025Q3: 293 shares; 2025Q4: 537 shares; 2026Q1: 545 shares 545 $192K 0.03% +8 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: 429 shares; 2024Q4: 365 shares; 2025Q1: 332 shares; 2025Q2: 341 shares; 2025Q3: 388 shares; 2025Q4: 452 shares; 2026Q1: 461 shares 461 $171K 0.03% +9 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: 997 shares; 2024Q4: 1,018 shares; 2025Q1: 1,045 shares; 2025Q2: 1,988 shares; 2025Q3: 666 shares; 2025Q4: 1,159 shares; 2026Q1: 3,414 shares 3,414 $170K 0.03% +2,255 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: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360 $169K 0.03% 0 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: 1,932 shares; 2024Q4: 1,958 shares; 2025Q1: 1,971 shares; 2025Q2: 1,990 shares; 2025Q3: 2,009 shares; 2025Q4: 2,034 shares; 2026Q1: 2,046 shares 2,046 $169K 0.03% +12 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: 766 shares; 2024Q4: 770 shares; 2025Q1: 773 shares; 2025Q2: 1,950 shares; 2025Q3: 779 shares; 2025Q4: 783 shares; 2026Q1: 786 shares 786 $166K 0.03% +3 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,879 shares; 2025Q1: 2,819 shares; 2025Q2: 2,233 shares; 2025Q3: 2,238 shares; 2025Q4: 2,243 shares; 2026Q1: 2,248 shares 2,248 $159K 0.02% +5 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: 913 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 889 shares; 2025Q3: 978 shares; 2025Q4: 1,016 shares; 2026Q1: 1,092 shares 1,092 $158K 0.02% +76 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 605 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 607 shares; 2025Q4: 608 shares; 2026Q1: 610 shares 610 $157K 0.02% +2 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: 972 shares; 2024Q4: 982 shares; 2025Q1: 990 shares; 2025Q2: 999 shares; 2025Q3: 1,008 shares; 2025Q4: 1,020 shares; 2026Q1: 1,027 shares 1,027 $156K 0.02% +7 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,541 shares; 2025Q1: 2,434 shares; 2025Q2: 2,287 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares 1,328 $147K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 1,646 shares 1,646 $145K 0.02% -830 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: 1,896 shares; 2025Q3: 1,893 shares; 2025Q4: 2,360 shares; 2026Q1: 2,366 shares 2,366 $140K 0.02% +6 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,964 shares; 2025Q3: 2,964 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares 2,989 $140K 0.02% 0 Timeline SCHV 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: 1,524 shares; 2024Q4: 4,501 shares; 2025Q1: 4,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares 4,262 $130K 0.02% 0 Timeline SCHB 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: 1,758 shares; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,248 shares; 2025Q4: 5,248 shares; 2026Q1: 4,974 shares 4,974 $125K 0.02% -274 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,139 shares; 2025Q1: 1,087 shares; 2025Q2: 1,021 shares; 2025Q3: 518 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $113K 0.02% 0 Timeline FTEC 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: 444 shares; 2024Q4: 531 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $111K 0.02% 0 Timeline IWP 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: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares; 2026Q1: 844 shares 844 $108K 0.02% 0 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,283 shares; 2025Q2: 1,489 shares; 2025Q3: 1,495 shares; 2025Q4: 1,441 shares; 2026Q1: 1,446 shares 1,446 $107K 0.02% +5 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: 194 shares; 2024Q4: 188 shares; 2025Q1: 174 shares; 2025Q2: 187 shares; 2025Q3: 184 shares; 2025Q4: 338 shares; 2026Q1: 210 shares 210 $105K 0.02% -128 Timeline CSD 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: 919 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $104K 0.02% 0 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares 848 $102K 0.02% 0 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: 910 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $99.1K 0.02% 0 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: 608 shares; 2024Q4: 620 shares; 2025Q1: 608 shares; 2025Q2: 935 shares; 2025Q3: 626 shares; 2025Q4: 980 shares; 2026Q1: 1,027 shares 1,027 $99K 0.02% +47 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: 939 shares; 2024Q4: 964 shares; 2025Q1: 946 shares; 2025Q2: 949 shares; 2025Q3: 968 shares; 2025Q4: 991 shares; 2026Q1: 1,000 shares 1,000 $91K 0.01% +9 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 2,172 shares; 2025Q4: 2,177 shares; 2026Q1: 2,182 shares 2,182 $89.6K 0.01% +5 Timeline FTSM 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: 2,281 shares; 2024Q4: 2,281 shares; 2025Q1: 2,181 shares; 2025Q2: 1,537 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495 $89.4K 0.01% 0 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: 351 shares; 2024Q4: 707 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 869 shares; 2025Q4: 983 shares; 2026Q1: 1,143 shares 1,143 $88.7K 0.01% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 291 shares; 2025Q4: 1,004 shares; 2026Q1: 857 shares 857 $88.7K 0.01% -147 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: 1,566 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares 3,035 $88.3K 0.01% 0 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: 1,757 shares; 2024Q4: 4,536 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares 3,514 $87K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,191 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $86.5K 0.01% 0 Timeline SOXX 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: 228 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $83.1K 0.01% 0 Timeline XHB 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: 829 shares; 2024Q4: 831 shares; 2025Q1: 833 shares; 2025Q2: 835 shares; 2025Q3: 836 shares; 2025Q4: 837 shares; 2026Q1: 839 shares 839 $82.8K 0.01% +2 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: 192 shares; 2024Q4: 196 shares; 2025Q1: 164 shares; 2025Q2: 157 shares; 2025Q3: 185 shares; 2025Q4: 219 shares; 2026Q1: 250 shares 250 $82.2K 0.01% +31 Timeline USRT 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: 1,371 shares; 2024Q4: 1,384 shares; 2025Q1: 1,390 shares; 2025Q2: 1,346 shares; 2025Q3: 1,355 shares; 2025Q4: 1,372 shares; 2026Q1: 1,377 shares 1,377 $81.5K 0.01% +5 Timeline SPTS 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: 2,301 shares; 2024Q4: 2,678 shares; 2025Q1: 2,696 shares; 2025Q2: 2,724 shares; 2025Q3: 2,752 shares; 2025Q4: 2,774 shares; 2026Q1: 2,784 shares 2,784 $81.2K 0.01% +10 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: 994 shares; 2024Q4: 1,036 shares; 2025Q1: 1,039 shares; 2025Q2: 274 shares; 2025Q3: 318 shares; 2025Q4: 379 shares; 2026Q1: 391 shares 391 $80.9K 0.01% +12 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $80.2K 0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,781 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 2,001 shares 2,001 $79.5K 0.01% -231 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,112 shares; 2026Q1: 1,114 shares 1,114 $79.3K 0.01% +2 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: 451 shares; 2024Q4: 467 shares; 2025Q1: 465 shares; 2025Q2: 254 shares; 2025Q3: 271 shares; 2025Q4: 281 shares; 2026Q1: 291 shares 291 $78.7K 0.01% +10 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 3,951 shares; 2025Q1: 3,953 shares; 2025Q2: 2,308 shares; 2025Q3: 2,312 shares; 2025Q4: 2,318 shares; 2026Q1: 2,300 shares 2,300 $78.1K 0.01% -18 Timeline BIL 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: 785 shares; 2024Q4: 825 shares; 2025Q1: 803 shares; 2025Q2: 812 shares; 2025Q3: 820 shares; 2025Q4: 831 shares; 2026Q1: 836 shares 836 $76.6K 0.01% +5 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: 941 shares; 2024Q4: 1,232 shares; 2025Q1: 1,063 shares; 2025Q2: 941 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $76.5K 0.01% 0 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: 159 shares; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 163 shares 163 $75.5K 0.01% +1 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: 161 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 161 shares; 2025Q3: 186 shares; 2025Q4: 214 shares; 2026Q1: 215 shares 215 $72.6K 0.01% +1 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: 597 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 608 shares; 2025Q3: 614 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $68.5K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 58 shares; 2025Q1: 56 shares; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 700 shares; 2026Q1: 712 shares 712 $68.5K 0.01% +12 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: 181 shares; 2024Q4: 181 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 156 shares; 2025Q4: 174 shares; 2026Q1: 197 shares 197 $67.3K 0.01% +23 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares 1,174 $66.7K 0.01% 0 Timeline DTD 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: 755 shares; 2026Q1: 755 shares 755 $65.2K 0.01% 0 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: 339 shares; 2024Q4: 399 shares; 2025Q1: 469 shares; 2025Q2: 775 shares; 2025Q3: 558 shares; 2025Q4: 714 shares; 2026Q1: 849 shares 849 $64.6K 0.01% +135 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 627 shares 627 $64.4K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 204 shares; 2025Q1: 196 shares; 2025Q2: 255 shares; 2025Q3: 196 shares; 2025Q4: 208 shares; 2026Q1: 211 shares 211 $64K 0.01% +3 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,284 shares; 2025Q1: 1,346 shares; 2025Q2: 1,008 shares; 2025Q3: 1,014 shares; 2025Q4: 1,236 shares; 2026Q1: 1,242 shares 1,242 $62.9K 0.01% +6 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: 1,061 shares; 2024Q4: 1,101 shares; 2025Q1: 1,011 shares; 2025Q2: 1,728 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,035 shares 1,035 $62.8K 0.01% +11 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: 599 shares; 2024Q4: 596 shares; 2025Q1: 590 shares; 2025Q2: 597 shares; 2025Q3: 603 shares; 2025Q4: 564 shares; 2026Q1: 636 shares 636 $62.2K 0.01% +72 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: 1,044 shares; 2024Q4: 1,047 shares; 2025Q1: 829 shares; 2025Q2: 1,106 shares; 2025Q3: 904 shares; 2025Q4: 1,012 shares; 2026Q1: 1,209 shares 1,209 $60.7K 0.01% +197 Timeline VLU 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: 274 shares; 2025Q4: 276 shares; 2026Q1: 277 shares 277 $59.5K 0.01% +1 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: 52 shares; 2024Q4: 58 shares; 2025Q1: 51 shares; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 48 shares; 2026Q1: 45 shares 45 $59.4K 0.01% -3 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: 52 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 52 shares; 2025Q4: 59 shares; 2026Q1: 81 shares 81 $57.4K 0.01% +22 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: 46 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 181 shares; 2025Q3: 144 shares; 2025Q4: 42 shares; 2026Q1: 56 shares 56 $55.8K 0.01% +14 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: 104 shares; 2024Q4: 121 shares; 2025Q1: 102 shares; 2025Q2: 139 shares; 2025Q3: 195 shares; 2025Q4: 169 shares; 2026Q1: 164 shares 164 $55.4K 0.01% -5 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: 171 shares; 2024Q4: 177 shares; 2025Q1: 150 shares; 2025Q2: 401 shares; 2025Q3: 144 shares; 2025Q4: 177 shares; 2026Q1: 227 shares 227 $55K 0.01% +50 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: 358 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 283 shares; 2025Q3: 315 shares; 2025Q4: 283 shares; 2026Q1: 354 shares 354 $55K 0.01% +71 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 288 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 292 shares; 2025Q4: 295 shares; 2026Q1: 296 shares 296 $54.6K 0.01% +1 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: 27 shares; 2024Q4: 232 shares; 2025Q1: 166 shares; 2025Q2: 212 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 247 shares 247 $52.8K 0.01% -1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 667 shares; 2025Q1: 676 shares; 2025Q2: 685 shares; 2025Q3: 695 shares; 2025Q4: 704 shares; 2026Q1: 715 shares 715 $52.3K 0.01% +11 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: 301 shares; 2024Q4: 294 shares; 2025Q1: 273 shares; 2025Q2: 341 shares; 2025Q3: 260 shares; 2025Q4: 276 shares; 2026Q1: 260 shares 260 $51.6K 0.01% -16 Timeline RDVY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 755 shares 755 $51.6K 0.01% +105 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 576 shares; 2025Q1: 578 shares; 2025Q2: 581 shares; 2025Q3: 1,051 shares; 2025Q4: 1,056 shares; 2026Q1: 1,060 shares 1,060 $51.2K 0.01% +4 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 81 shares; 2025Q2: 152 shares; 2025Q3: 92 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103 $51.1K 0.01% +3 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,285 shares; 2025Q1: 1,292 shares; 2025Q2: 1,299 shares; 2025Q3: 1,306 shares; 2025Q4: 1,315 shares; 2026Q1: 1,323 shares 1,323 $51K 0.01% +8 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: 256 shares; 2024Q4: 362 shares; 2025Q1: 257 shares; 2025Q2: 231 shares; 2025Q3: 230 shares; 2025Q4: 235 shares; 2026Q1: 246 shares 246 $50K 0.01% +11 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: 245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $49.2K 0.01% 0 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: 779 shares; 2024Q4: 1,168 shares; 2025Q1: 744 shares; 2025Q2: 625 shares; 2025Q3: 745 shares; 2025Q4: 840 shares; 2026Q1: 977 shares 977 $47.6K 0.01% +137 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,403 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 1,001 shares; 2025Q4: 1,031 shares; 2026Q1: 1,038 shares 1,038 $47K 0.01% +7 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: 157 shares; 2024Q4: 157 shares; 2025Q1: 142 shares; 2025Q2: 183 shares; 2025Q3: 270 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $45.9K 0.01% 0 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 296 shares; 2025Q4: 314 shares; 2026Q1: 299 shares 299 $45.7K 0.01% -15 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 839 shares; 2025Q4: 1,081 shares; 2026Q1: 981 shares 981 $45.6K 0.01% -100 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: 174 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 361 shares; 2025Q3: 277 shares; 2025Q4: 191 shares; 2026Q1: 194 shares 194 $44.6K 0.01% +3 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: 370 shares; 2024Q4: 327 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 327 shares; 2025Q4: 347 shares; 2026Q1: 392 shares 392 $44.5K 0.01% +45 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: 464 shares; 2024Q4: 544 shares; 2025Q1: 441 shares; 2025Q2: 379 shares; 2025Q3: 418 shares; 2025Q4: 451 shares; 2026Q1: 225 shares 225 $44.4K 0.01% -226 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 120 shares; 2025Q3: 71 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $44.2K 0.01% 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: 154 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 81 shares; 2025Q4: 298 shares; 2026Q1: 300 shares 300 $43.6K 0.01% +2 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: 266 shares; 2024Q4: 241 shares; 2025Q1: 235 shares; 2025Q2: 737 shares; 2025Q3: 443 shares; 2025Q4: 283 shares; 2026Q1: 292 shares 292 $43K 0.01% +9 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: 224 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 224 shares; 2025Q3: 245 shares; 2025Q4: 272 shares; 2026Q1: 322 shares 322 $42.6K 0.01% +50 Timeline SDVY 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: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 1,106 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $42K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 195 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 130 shares 130 $40.4K 0.01% +23 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: 314 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 301 shares; 2025Q3: 361 shares; 2025Q4: 412 shares; 2026Q1: 504 shares 504 $40.1K 0.01% +92 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: 202 shares; 2024Q4: 391 shares; 2025Q1: 374 shares; 2025Q2: 345 shares; 2025Q3: 385 shares; 2025Q4: 421 shares; 2026Q1: 431 shares 431 $40K 0.01% +10 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 2,559 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,077 shares 2,077 $39.5K 0.01% 0 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: 25 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 79 shares; 2025Q3: 28 shares; 2025Q4: 31 shares; 2026Q1: 41 shares 41 $39.4K 0.01% +10 Timeline FTCS 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: 268 shares; 2024Q4: 267 shares; 2025Q1: 268 shares; 2025Q2: 1,120 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 423 shares 423 $39.3K 0.01% -160 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: 299 shares; 2024Q4: 290 shares; 2025Q1: 221 shares; 2025Q2: 303 shares; 2025Q3: 335 shares; 2025Q4: 379 shares; 2026Q1: 433 shares 433 $39.1K 0.01% +54 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: 69 shares; 2024Q4: 70 shares; 2025Q1: 54 shares; 2025Q2: 50 shares; 2025Q3: 55 shares; 2025Q4: 58 shares; 2026Q1: 69 shares 69 $38.9K 0.01% +11 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 159 shares 159 $38.8K 0.01% +3 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: 153 shares; 2024Q4: 153 shares; 2025Q1: 115 shares; 2025Q2: 136 shares; 2025Q3: 144 shares; 2025Q4: 154 shares; 2026Q1: 157 shares 157 $38.8K 0.01% +3 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares 2,158 $36.9K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 18 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 40 shares 40 $35.8K 0.01% +16 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $35.6K 0.01% 0 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: 1,449 shares; 2024Q4: 1,270 shares; 2025Q1: 1,216 shares; 2025Q2: 1,116 shares; 2025Q3: 1,195 shares; 2025Q4: 1,109 shares; 2026Q1: 1,235 shares 1,235 $35.5K 0.01% +126 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 834 shares 834 $35.5K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 20 shares; 2025Q4: 23 shares; 2026Q1: 24 shares 24 $35.3K 0.01% +1 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: 287 shares; 2024Q4: 286 shares; 2025Q1: 243 shares; 2025Q2: 423 shares; 2025Q3: 254 shares; 2025Q4: 287 shares; 2026Q1: 344 shares 344 $35.3K 0.01% +57 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: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 734 shares; 2025Q4: 727 shares; 2026Q1: 751 shares 751 $33.1K 0.01% +24 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 263 shares; 2025Q4: 293 shares; 2026Q1: 303 shares 303 $32.8K 0.01% +10 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: 290 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 281 shares; 2025Q3: 313 shares; 2025Q4: 341 shares; 2026Q1: 348 shares 348 $32.7K 0.01% +7 Timeline HYLB 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $32.2K 0.01% 0 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 214 shares; 2025Q4: 240 shares; 2026Q1: 245 shares 245 $32.1K 0.01% +5 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares 1,114 $32K <0.01% 0 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 91 shares; 2025Q4: 106 shares; 2026Q1: 161 shares 161 $31.8K <0.01% +55 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: 67 shares; 2024Q4: 65 shares; 2025Q1: 56 shares; 2025Q2: 148 shares; 2025Q3: 63 shares; 2025Q4: 68 shares; 2026Q1: 69 shares 69 $31.8K <0.01% +1 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: 166 shares; 2024Q4: 160 shares; 2025Q1: 139 shares; 2025Q2: 151 shares; 2025Q3: 163 shares; 2025Q4: 168 shares; 2026Q1: 169 shares 169 $31.5K <0.01% +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: 97 shares; 2024Q4: 106 shares; 2025Q1: 100 shares; 2025Q2: 91 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 129 shares 129 $31.3K <0.01% +9 Timeline JEPI 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 686 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 551 shares 551 $31.2K <0.01% +21 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: 157 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 99 shares; 2025Q3: 116 shares; 2025Q4: 125 shares; 2026Q1: 135 shares 135 $31.1K <0.01% +10 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 196 shares; 2025Q2: 682 shares; 2025Q3: 392 shares; 2025Q4: 187 shares; 2026Q1: 194 shares 194 $31K <0.01% +7 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: 59 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 60 shares; 2025Q4: 71 shares; 2026Q1: 73 shares 73 $30.4K <0.01% +2 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 255 shares 255 $30.3K <0.01% +69 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 132 shares; 2025Q4: 147 shares; 2026Q1: 149 shares 149 $29.5K <0.01% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $29.5K <0.01% 0 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: 85 shares; 2024Q4: 78 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 82 shares; 2025Q4: 103 shares; 2026Q1: 104 shares 104 $29.4K <0.01% +1 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: 59 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 61 shares; 2025Q4: 67 shares; 2026Q1: 69 shares 69 $29.3K <0.01% +2 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 110 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 54 shares 54 $29.1K <0.01% +12 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: 488 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 438 shares; 2025Q3: 488 shares; 2025Q4: 562 shares; 2026Q1: 701 shares 701 $28.8K <0.01% +139 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: 663 shares; 2024Q4: 663 shares; 2025Q1: 354 shares; 2025Q2: 446 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 469 shares 469 $28.6K <0.01% +9 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,290 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 705 shares; 2026Q1: 969 shares 969 $28.1K <0.01% +264 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 67 shares; 2025Q4: 90 shares; 2026Q1: 221 shares 221 $27.9K <0.01% +131 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: 51 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62 $27.7K <0.01% +1 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: 53 shares; 2024Q4: 46 shares; 2025Q1: 43 shares; 2025Q2: 94 shares; 2025Q3: 52 shares; 2025Q4: 54 shares; 2026Q1: 56 shares 56 $27.5K <0.01% +2 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: 112 shares; 2024Q4: 122 shares; 2025Q1: 117 shares; 2025Q2: 107 shares; 2025Q3: 119 shares; 2025Q4: 132 shares; 2026Q1: 144 shares 144 $27.3K <0.01% +12 Timeline IVLU 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: 675 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $27.3K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 112 shares; 2025Q4: 117 shares; 2026Q1: 118 shares 118 $27.2K <0.01% +1 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: 105 shares; 2024Q4: 219 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 127 shares; 2025Q4: 162 shares; 2026Q1: 195 shares 195 $27.2K <0.01% +33 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: 316 shares; 2024Q4: 340 shares; 2025Q1: 290 shares; 2025Q2: 266 shares; 2025Q3: 281 shares; 2025Q4: 261 shares; 2026Q1: 276 shares 276 $27.2K <0.01% +15 Timeline IWC 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $26.8K <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: 168 shares; 2024Q4: 149 shares; 2025Q1: 141 shares; 2025Q2: 312 shares; 2025Q3: 141 shares; 2025Q4: 165 shares; 2026Q1: 207 shares 207 $26.7K <0.01% +42 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: 170 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 323 shares; 2025Q3: 278 shares; 2025Q4: 363 shares; 2026Q1: 368 shares 368 $26.5K <0.01% +5 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 151 shares; 2025Q1: 83 shares; 2025Q2: 102 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 97 shares 97 $26.2K <0.01% -21 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 312 shares 312 $26.1K <0.01% +6 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: 53 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 38 shares 38 $25.9K <0.01% -15 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: 288 shares; 2024Q4: 286 shares; 2025Q1: 264 shares; 2025Q2: 245 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 298 shares 298 $25.8K <0.01% +63 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $25.8K <0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 6 shares; 2025Q4: 30 shares; 2026Q1: 42 shares 42 $25.4K <0.01% +12 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 147 shares; 2025Q1: 126 shares; 2025Q2: 204 shares; 2025Q3: 230 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $25.3K <0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $25K <0.01% 0 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: 287 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $24.9K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 264 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 147 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $24.7K <0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 58 shares 58 $24.7K <0.01% -3 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: 149 shares; 2024Q4: 167 shares; 2025Q1: 132 shares; 2025Q2: 114 shares; 2025Q3: 118 shares; 2025Q4: 122 shares; 2026Q1: 127 shares 127 $24.7K <0.01% +5 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: 26 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 168 shares; 2025Q3: 164 shares; 2025Q4: 192 shares; 2026Q1: 196 shares 196 $24.1K <0.01% +4 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: 45 shares; 2024Q4: 90 shares; 2025Q1: 102 shares; 2025Q2: 244 shares; 2025Q3: 114 shares; 2025Q4: 128 shares; 2026Q1: 150 shares 150 $24K <0.01% +22 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: 111 shares; 2024Q4: 128 shares; 2025Q1: 123 shares; 2025Q2: 89 shares; 2025Q3: 104 shares; 2025Q4: 119 shares; 2026Q1: 146 shares 146 $24K <0.01% +27 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: not reported; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $23.7K <0.01% 0 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: 108 shares; 2024Q4: 116 shares; 2025Q1: 91 shares; 2025Q2: 237 shares; 2025Q3: 89 shares; 2025Q4: 102 shares; 2026Q1: 65 shares 65 $23.2K <0.01% -37 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 138 shares; 2025Q4: 152 shares; 2026Q1: 176 shares 176 $23K <0.01% +24 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: 34 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 275 shares; 2025Q3: 51 shares; 2025Q4: 77 shares; 2026Q1: 78 shares 78 $23K <0.01% +1 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 796 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 1,058 shares; 2025Q4: 1,151 shares; 2026Q1: 1,108 shares 1,108 $22.9K <0.01% -43 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 448 shares; 2025Q1: 450 shares; 2025Q2: 455 shares; 2025Q3: 463 shares; 2025Q4: 470 shares; 2026Q1: 481 shares 481 $22.9K <0.01% +11 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $22.7K <0.01% 0 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: 83 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 110 shares; 2025Q3: 130 shares; 2025Q4: 122 shares; 2026Q1: 124 shares 124 $22.6K <0.01% +2 Timeline DDWM 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: 500 shares; 2026Q1: 500 shares 500 $22.1K <0.01% 0 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 108 shares 108 $21.9K <0.01% +13 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: 51 shares; 2024Q4: 62 shares; 2025Q1: 68 shares; 2025Q2: 45 shares; 2025Q3: 54 shares; 2025Q4: 66 shares; 2026Q1: 68 shares 68 $21.6K <0.01% +2 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 238 shares 238 $21.3K <0.01% +4 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: 63 shares; 2024Q4: 51 shares; 2025Q1: 27 shares; 2025Q2: 42 shares; 2025Q3: 50 shares; 2025Q4: 64 shares; 2026Q1: 65 shares 65 $21.3K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares 402 $21.2K <0.01% new 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: 60 shares; 2024Q4: 77 shares; 2025Q1: 68 shares; 2025Q2: 51 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 69 shares 69 $21K <0.01% +2 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: 5 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 13 shares; 2025Q3: 19 shares; 2025Q4: 23 shares; 2026Q1: 24 shares 24 $20.9K <0.01% +1 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: 95 shares; 2024Q4: 90 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 78 shares; 2025Q4: 85 shares; 2026Q1: 86 shares 86 $20.9K <0.01% +1 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 411 shares 411 $20.9K <0.01% new 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: 4,511 shares; 2024Q4: 4,466 shares; 2025Q1: 4,400 shares; 2025Q2: 392 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 734 shares 734 $20.6K <0.01% +192 Timeline VNQI 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: not reported; 2026Q1: 460 shares 460 $20.4K <0.01% new Timeline XLB 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 203 shares; 2025Q4: 738 shares; 2026Q1: 406 shares 406 $20.3K <0.01% -332 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO 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: 1,132 shares; 2026Q1: 3,370 shares 3,370 $20.3K <0.01% +2,238 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: 48 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 48 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 62 shares 62 $20.2K <0.01% +2 Timeline FUTY 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $20.1K <0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 39 shares; 2026Q1: 46 shares 46 $19.9K <0.01% +7 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: 91 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 34 shares; 2025Q3: 49 shares; 2025Q4: 92 shares; 2026Q1: 114 shares 114 $19.8K <0.01% +22 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: 19 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 43 shares; 2026Q1: 45 shares 45 $19.5K <0.01% +2 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: 158 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 158 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 275 shares 275 $19.4K <0.01% +101 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: 13 shares; 2024Q4: 85 shares; 2025Q1: 71 shares; 2025Q2: 13 shares; 2025Q3: 40 shares; 2025Q4: 67 shares; 2026Q1: 146 shares 146 $19.3K <0.01% +79 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 141 shares 141 $19.2K <0.01% +8 Timeline VXF 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: 130 shares; 2024Q4: 131 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $19K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 65 shares 65 $19K <0.01% +4 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: 96 shares; 2024Q4: 98 shares; 2025Q1: 62 shares; 2025Q2: 50 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 91 shares 91 $18.9K <0.01% +33 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 38 shares; 2025Q1: 34 shares; 2025Q2: 28 shares; 2025Q3: 34 shares; 2025Q4: 50 shares; 2026Q1: 69 shares 69 $18.4K <0.01% +19 Timeline VIGI 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: 203 shares; 2025Q4: 204 shares; 2026Q1: 205 shares 205 $18.2K <0.01% +1 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: 29 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 29 shares; 2025Q4: 32 shares; 2026Q1: 33 shares 33 $18.1K <0.01% +1 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 635 shares; 2025Q1: 636 shares; 2025Q2: 607 shares; 2025Q3: 551 shares; 2025Q4: 534 shares; 2026Q1: 535 shares 535 $18.1K <0.01% +1 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: 21 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 118 shares 118 $18K <0.01% +2 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 30 shares; 2025Q4: 170 shares; 2026Q1: 172 shares 172 $18K <0.01% +2 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 86 shares 86 $18K <0.01% +3 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: 119 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 145 shares; 2025Q3: 134 shares; 2025Q4: 155 shares; 2026Q1: 156 shares 156 $17.9K <0.01% +1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $17.9K <0.01% 0 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 98 shares 98 $17.9K <0.01% +4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 18 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 23 shares 23 $17.8K <0.01% +1 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 32 shares; 2025Q4: 39 shares; 2026Q1: 40 shares 40 $17.4K <0.01% +1 Timeline CIBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $17.4K <0.01% 0 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: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 105 shares 105 $17.4K <0.01% +68 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 73 shares; 2025Q4: 106 shares; 2026Q1: 109 shares 109 $17.1K <0.01% +3 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: not reported; 2024Q4: 233 shares; 2025Q1: 132 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $17K <0.01% 0 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 198 shares 198 $16.9K <0.01% +2 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 67 shares; 2025Q4: 64 shares; 2026Q1: 67 shares 67 $16.8K <0.01% +3 Timeline VTES 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: not reported; 2025Q4: 165 shares; 2026Q1: 166 shares 166 $16.8K <0.01% +1 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 370 shares; 2025Q3: 80 shares; 2025Q4: 96 shares; 2026Q1: 99 shares 99 $16.7K <0.01% +3 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: 22 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $16.7K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares; 2026Q1: 2,087 shares 2,087 $16.6K <0.01% 0 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: 164 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 164 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 318 shares 318 $16.5K <0.01% +116 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: 49 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 45 shares; 2025Q3: 51 shares; 2025Q4: 57 shares; 2026Q1: 60 shares 60 $16.5K <0.01% +3 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 63 shares 63 $16.4K <0.01% +3 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 330 shares 330 $16.2K <0.01% +7 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 188 shares; 2025Q4: 216 shares; 2026Q1: 221 shares 221 $16K <0.01% +5 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: 23 shares; 2024Q4: 32 shares; 2025Q1: 25 shares; 2025Q2: 16 shares; 2025Q3: 34 shares; 2025Q4: 52 shares; 2026Q1: 56 shares 56 $15.9K <0.01% +4 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 8 shares; 2025Q4: 32 shares; 2026Q1: 46 shares 46 $15.9K <0.01% +14 Timeline AIRR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143 shares 143 $15.8K <0.01% new 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: 319 shares; 2024Q4: 346 shares; 2025Q1: 228 shares; 2025Q2: 319 shares; 2025Q3: 367 shares; 2025Q4: 249 shares; 2026Q1: 252 shares 252 $15.8K <0.01% +3 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 59 shares; 2025Q3: 68 shares; 2025Q4: 46 shares; 2026Q1: 48 shares 48 $15.8K <0.01% +2 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: 36 shares; 2024Q4: 33 shares; 2025Q1: 14 shares; 2025Q2: 26 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 35 shares 35 $15.6K <0.01% +1 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 58 shares 58 $15.4K <0.01% +2 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $15.4K <0.01% +1 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: 22 shares; 2024Q4: 20 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $15.3K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 211 shares 211 $15.3K <0.01% +11 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 100 shares; 2025Q4: 81 shares; 2026Q1: 82 shares 82 $14.8K <0.01% +1 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: 29 shares; 2024Q4: 45 shares; 2025Q1: 42 shares; 2025Q2: 50 shares; 2025Q3: 46 shares; 2025Q4: 54 shares; 2026Q1: 53 shares 53 $14.7K <0.01% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 22 shares; 2025Q4: 29 shares; 2026Q1: 30 shares 30 $14.5K <0.01% +1 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 127 shares 127 $14.4K <0.01% +2 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: 752 shares; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $14.4K <0.01% 0 Timeline IFRA 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: 216 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $14.4K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 47 shares; 2025Q4: 51 shares; 2026Q1: 49 shares 49 $14.3K <0.01% -2 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: 94 shares; 2024Q4: 42 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 43 shares; 2025Q4: 50 shares; 2026Q1: 51 shares 51 $14.2K <0.01% +1 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: 201 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 194 shares; 2025Q3: 210 shares; 2025Q4: 248 shares; 2026Q1: 252 shares 252 $14.2K <0.01% +4 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: 24 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 24 shares; 2025Q3: 49 shares; 2025Q4: 68 shares; 2026Q1: 73 shares 73 $14.1K <0.01% +5 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: 39 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 39 shares; 2025Q3: 49 shares; 2025Q4: 63 shares; 2026Q1: 67 shares 67 $14.1K <0.01% +4 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 156 shares; 2025Q4: 190 shares; 2026Q1: 195 shares 195 $13.9K <0.01% +5 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: 77 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 81 shares; 2025Q4: 101 shares; 2026Q1: 105 shares 105 $13.8K <0.01% +4 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 137 shares 137 $13.7K <0.01% +1 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 32 shares; 2025Q4: 40 shares; 2026Q1: 63 shares 63 $13.6K <0.01% +23 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: 24 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 109 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 62 shares 62 $13.6K <0.01% +2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 126 shares; 2025Q4: 108 shares; 2026Q1: 203 shares 203 $13.5K <0.01% +95 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 105 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $13.5K <0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 47 shares; 2025Q4: 57 shares; 2026Q1: 62 shares 62 $13.4K <0.01% +5 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: 26 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 46 shares; 2026Q1: 21 shares 21 $13.3K <0.01% -25 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 111 shares; 2025Q4: 127 shares; 2026Q1: 129 shares 129 $13.2K <0.01% +2 Timeline EPSN EPSILON ENERGY LTD More: the full row for EPSILON ENERGY 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: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 2,118 shares 2,118 $13K <0.01% +1,196 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 12 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $13K <0.01% 0 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 107 shares 107 $13K <0.01% +5 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 19 shares 19 $12.9K <0.01% +1 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: 45 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 306 shares; 2025Q3: 314 shares; 2025Q4: 148 shares; 2026Q1: 152 shares 152 $12.9K <0.01% +4 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 95 shares 95 $12.8K <0.01% +2 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 75 shares; 2025Q3: 102 shares; 2025Q4: 135 shares; 2026Q1: 138 shares 138 $12.7K <0.01% +3 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 140 shares; 2025Q4: 171 shares; 2026Q1: 174 shares 174 $12.6K <0.01% +3 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: 352 shares; 2024Q4: 408 shares; 2025Q1: 353 shares; 2025Q2: 297 shares; 2025Q3: 337 shares; 2025Q4: 367 shares; 2026Q1: 335 shares 335 $12.3K <0.01% -32 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: 23 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 23 shares; 2025Q4: 25 shares; 2026Q1: 26 shares 26 $12.3K <0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 442 shares; 2025Q4: 506 shares; 2026Q1: 516 shares 516 $12.3K <0.01% +10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 38 shares 38 $12.3K <0.01% +2 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $12.2K <0.01% 0 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 27 shares; 2025Q4: 36 shares; 2026Q1: 38 shares 38 $12.2K <0.01% +2 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 48 shares 48 $12K <0.01% +2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $12K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 264 shares; 2025Q2: 485 shares; 2025Q3: 519 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $11.9K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 314 shares; 2025Q4: 376 shares; 2026Q1: 304 shares 304 $11.9K <0.01% -72 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 28 shares; 2025Q4: 55 shares; 2026Q1: 90 shares 90 $11.8K <0.01% +35 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,461 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,341 shares 2,341 $11.8K <0.01% -120 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 24 shares; 2025Q4: 28 shares; 2026Q1: 29 shares 29 $11.5K <0.01% +1 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 45 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 144 shares 144 $11.5K <0.01% +3 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 57 shares; 2025Q3: 62 shares; 2025Q4: 28 shares; 2026Q1: 29 shares 29 $11.5K <0.01% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 74 shares; 2025Q4: 96 shares; 2026Q1: 97 shares 97 $11.5K <0.01% +1 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 246 shares 246 $11.4K <0.01% +147 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 124 shares; 2025Q4: 156 shares; 2026Q1: 159 shares 159 $11.4K <0.01% +3 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: 62 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 66 shares 66 $11.4K <0.01% +1 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 98 shares 98 $11.3K <0.01% +4 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 148 shares; 2025Q3: 166 shares; 2025Q4: 234 shares; 2026Q1: 243 shares 243 $11.3K <0.01% +9 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $11.2K <0.01% 0 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 2,436 shares 2,436 $11.2K <0.01% +519 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $11.1K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 167 shares; 2025Q2: 153 shares; 2025Q3: 255 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $11.1K <0.01% 0 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 72 shares; 2025Q2: 226 shares; 2025Q3: 246 shares; 2025Q4: 92 shares; 2026Q1: 114 shares 114 $11.1K <0.01% +22 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15 $11.1K <0.01% +1 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 39 shares 39 $11.1K <0.01% +3 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 359 shares; 2025Q3: 309 shares; 2025Q4: 341 shares; 2026Q1: 344 shares 344 $11K <0.01% +3 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: 12 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 12 shares; 2025Q3: 24 shares; 2025Q4: 44 shares; 2026Q1: 48 shares 48 $10.8K <0.01% +4 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 92 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $10.8K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 124 shares; 2025Q2: 567 shares; 2025Q3: 140 shares; 2025Q4: 93 shares; 2026Q1: 98 shares 98 $10.8K <0.01% +5 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 28 shares; 2025Q3: 22 shares; 2025Q4: 26 shares; 2026Q1: 27 shares 27 $10.5K <0.01% +1 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: 53 shares; 2024Q4: 52 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 67 shares 67 $10.5K <0.01% +22 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 283 shares 283 $10.5K <0.01% +2 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $10.5K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $10.4K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 201 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 77 shares 77 $10.4K <0.01% +3 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 108 shares; 2025Q3: 61 shares; 2025Q4: 73 shares; 2026Q1: 76 shares 76 $10.4K <0.01% +3 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares 397 $10.3K <0.01% 0 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: 6 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 6 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 30 shares 30 $10.3K <0.01% +18 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 165 shares; 2025Q4: 485 shares; 2026Q1: 484 shares 484 $10.2K <0.01% -1 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 26 shares 26 $10.2K <0.01% -10 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: 255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 82 shares; 2026Q1: 154 shares 154 $10.2K <0.01% +72 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: 3 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $10.1K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 299 shares 299 $10K <0.01% +234 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 108 shares; 2025Q4: 121 shares; 2026Q1: 125 shares 125 $10K <0.01% +4 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: 358 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 415 shares; 2025Q4: 744 shares; 2026Q1: 865 shares 865 $9.98K <0.01% +121 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 41 shares; 2025Q4: 57 shares; 2026Q1: 55 shares 55 $9.9K <0.01% -2 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 561 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $9.89K <0.01% 0 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: 58 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 58 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 122 shares 122 $9.88K <0.01% +55 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: 108 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 132 shares 132 $9.83K <0.01% +34 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $9.82K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 423 shares; 2025Q4: 503 shares; 2026Q1: 509 shares 509 $9.78K <0.01% +6 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 35 shares; 2025Q4: 51 shares; 2026Q1: 53 shares 53 $9.72K <0.01% +2 Timeline ATI ATI INC More: the full row for ATI 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: 66 shares 66 $9.6K <0.01% new 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 69 shares; 2025Q4: 83 shares; 2026Q1: 86 shares 86 $9.58K <0.01% +3 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $9.41K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 174 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 223 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $9.39K <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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 56 shares; 2025Q4: 42 shares; 2026Q1: 45 shares 45 $9.33K <0.01% +3 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 83 shares; 2025Q3: 75 shares; 2025Q4: 90 shares; 2026Q1: 94 shares 94 $9.31K <0.01% +4 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 96 shares; 2025Q1: 88 shares; 2025Q2: 75 shares; 2025Q3: 256 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $9.26K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 31 shares 31 $9.19K <0.01% +8 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 45 shares 45 $9.17K <0.01% +24 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 44 shares 44 $9.17K <0.01% +2 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 614 shares 614 $9.15K <0.01% -77 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.11K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $9.11K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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 shares; 2025Q4: 14 shares; 2026Q1: 39 shares 39 $9.1K <0.01% +25 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 40 shares; 2025Q4: 72 shares; 2026Q1: 111 shares 111 $9.03K <0.01% +39 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 111 shares; 2025Q1: 90 shares; 2025Q2: 66 shares; 2025Q3: 129 shares; 2025Q4: 176 shares; 2026Q1: 212 shares 212 $8.96K <0.01% +36 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: 26 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 25 shares 25 $8.9K <0.01% +2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 150 shares; 2025Q4: 194 shares; 2026Q1: 196 shares 196 $8.88K <0.01% +2 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 70 shares 70 $8.86K <0.01% +3 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 91 shares; 2025Q4: 142 shares; 2026Q1: 133 shares 133 $8.86K <0.01% -9 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 12 shares 12 $8.73K <0.01% +1 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 205 shares; 2025Q4: 453 shares; 2026Q1: 403 shares 403 $8.73K <0.01% -50 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: 44 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 29 shares; 2025Q3: 33 shares; 2025Q4: 29 shares; 2026Q1: 30 shares 30 $8.71K <0.01% +1 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 236 shares; 2025Q4: 185 shares; 2026Q1: 189 shares 189 $8.69K <0.01% +4 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: 14 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 14 shares; 2025Q3: 28 shares; 2025Q4: 54 shares; 2026Q1: 60 shares 60 $8.67K <0.01% +6 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 28 shares; 2025Q1: 24 shares; 2025Q2: 61 shares; 2025Q3: 44 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $8.66K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 27 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $8.66K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $8.51K <0.01% 0 Timeline INR INFINITY NAT RES INC More: the full row for INFINITY NAT RES 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: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $8.49K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 36 shares; 2025Q3: 10 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $8.47K <0.01% 0 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 38 shares; 2025Q4: 40 shares; 2026Q1: 41 shares 41 $8.46K <0.01% +1 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: 18 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 18 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 31 shares 31 $8.44K <0.01% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 62 shares 62 $8.44K <0.01% +2 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 122 shares 122 $8.43K <0.01% +9 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 99 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $8.41K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 18 shares; 2025Q4: 18 shares; 2026Q1: 90 shares 90 $8.3K <0.01% +72 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 97 shares; 2025Q1: 79 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 61 shares 61 $8.25K <0.01% +2 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 38 shares; 2026Q1: 39 shares 39 $8.24K <0.01% +1 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 190 shares; 2025Q3: 204 shares; 2025Q4: 94 shares; 2026Q1: 98 shares 98 $8.01K <0.01% +4 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 103 shares 103 $7.94K <0.01% +48 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 82 shares 82 $7.92K <0.01% +33 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $7.89K <0.01% 0 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 56 shares; 2025Q4: 98 shares; 2026Q1: 108 shares 108 $7.86K <0.01% +10 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: 34 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 96 shares; 2025Q3: 115 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $7.83K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 83 shares; 2025Q1: 42 shares; 2025Q2: 31 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 50 shares 50 $7.77K <0.01% +2 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 149 shares 149 $7.75K <0.01% -28 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: 73 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 102 shares 102 $7.68K <0.01% +4 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 72 shares; 2025Q3: 16 shares; 2025Q4: 37 shares; 2026Q1: 39 shares 39 $7.65K <0.01% +2 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: 152 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 132 shares 132 $7.61K <0.01% +8 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 405 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $7.59K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 100 shares; 2025Q4: 116 shares; 2026Q1: 117 shares 117 $7.51K <0.01% +1 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: 27 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 34 shares; 2026Q1: 35 shares 35 $7.5K <0.01% +1 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 51 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $7.49K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 20 shares; 2025Q4: 31 shares; 2026Q1: 32 shares 32 $7.42K <0.01% +1 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $7.41K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 45 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 36 shares; 2025Q4: 47 shares; 2026Q1: 50 shares 50 $7.31K <0.01% +3 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 11 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $7.3K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 201 shares; 2025Q4: 270 shares; 2026Q1: 386 shares 386 $7.29K <0.01% +116 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 48 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $7.28K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 423 shares; 2025Q4: 167 shares; 2026Q1: 173 shares 173 $7.21K <0.01% +6 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 159 shares; 2025Q4: 276 shares; 2026Q1: 246 shares 246 $7.21K <0.01% -30 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 216 shares 216 $7.17K <0.01% +2 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 14 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $7.16K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 554 shares; 2025Q4: 173 shares; 2026Q1: 183 shares 183 $7.13K <0.01% +10 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 62 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $7.11K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 1,186 shares; 2025Q3: 63 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $7.09K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 462 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $7.08K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 59 shares 59 $7.05K <0.01% +2 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 14 shares 14 $6.87K <0.01% +1 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 58 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $6.82K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 67 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $6.71K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 114 shares 114 $6.66K <0.01% +2 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 356 shares; 2025Q4: 794 shares; 2026Q1: 794 shares 794 $6.65K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 34 shares; 2026Q1: 35 shares 35 $6.64K <0.01% +1 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 222 shares; 2025Q4: 252 shares; 2026Q1: 253 shares 253 $6.55K <0.01% +1 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: 26 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 26 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 111 shares 111 $6.53K <0.01% +10 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: 34 shares; 2024Q4: 22 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 24 shares; 2025Q4: 31 shares; 2026Q1: 33 shares 33 $6.45K <0.01% +2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 67 shares 67 $6.43K <0.01% +2 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 22 shares 22 $6.39K <0.01% +1 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: 120 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 121 shares 121 $6.39K <0.01% +8 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 45 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $6.37K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $6.37K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 52 shares; 2025Q4: 55 shares; 2026Q1: 58 shares 58 $6.35K <0.01% +3 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST 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: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $6.32K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 15 shares; 2025Q4: 18 shares; 2026Q1: 19 shares 19 $6.29K <0.01% +1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $6.27K <0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $6.23K <0.01% 0 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 58 shares; 2025Q4: 128 shares; 2026Q1: 127 shares 127 $6.12K <0.01% -1 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 82 shares; 2025Q4: 191 shares; 2026Q1: 177 shares 177 $6.1K <0.01% -14 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: 57 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 57 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 76 shares 76 $6.04K <0.01% +4 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 28 shares; 2026Q1: 69 shares 69 $6K <0.01% +41 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $6K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 196 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 46 shares 46 $5.97K <0.01% +3 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.94K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 97 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $5.87K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 15 shares 15 $5.82K <0.01% +1 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 97 shares 97 $5.82K <0.01% +48 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $5.79K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 103 shares; 2025Q3: 105 shares; 2025Q4: 114 shares; 2026Q1: 115 shares 115 $5.79K <0.01% +1 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 36 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $5.78K <0.01% 0 Timeline