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: restricted; 2024Q4: 30,945 shares; 2025Q1: 34,120 shares; 2025Q2: 50,160 shares; 2025Q3: 54,990 shares; 2025Q4: 55,862 shares; 2026Q1: 375,036 shares 375,036 $73.6M 11.91% +319,174 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,701 shares; 2025Q1: 511,906 shares; 2025Q2: 598,627 shares; 2025Q3: 637,225 shares; 2025Q4: 679,736 shares; 2026Q1: 628,470 shares 628,470 $52.5M 8.5% -51,266 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 111,681 shares; 2025Q2: 217,692 shares; 2025Q3: 231,471 shares; 2025Q4: 263,959 shares; 2026Q1: 147,593 shares 147,593 $44.1M 7.14% -116,366 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: restricted; 2024Q4: 11,508 shares; 2025Q1: 551,003 shares; 2025Q2: 586,553 shares; 2025Q3: 602,845 shares; 2025Q4: 669,857 shares; 2026Q1: 554,605 shares 554,605 $40.8M 6.61% -115,252 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,947 shares; 2025Q1: 359,669 shares; 2025Q2: 351,671 shares; 2025Q3: 346,517 shares; 2025Q4: 341,218 shares; 2026Q1: 330,316 shares 330,316 $32.3M 5.24% -10,902 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: restricted; 2024Q4: 1,130,027 shares; 2025Q1: 1,123,658 shares; 2025Q2: 1,113,654 shares; 2025Q3: 1,105,513 shares; 2025Q4: 1,106,210 shares; 2026Q1: 1,089,602 shares 1,089,602 $27M 4.37% -16,608 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 544,149 shares; 2025Q1: 542,275 shares; 2025Q2: 503,703 shares; 2025Q3: 481,870 shares; 2025Q4: 465,712 shares; 2026Q1: 458,387 shares 458,387 $25.9M 4.2% -7,325 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: restricted; 2024Q4: 92,823 shares; 2025Q1: 88,574 shares; 2025Q2: 87,449 shares; 2025Q3: 92,230 shares; 2025Q4: 94,290 shares; 2026Q1: 92,530 shares 92,530 $23.5M 3.8% -1,760 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: restricted; 2024Q4: 287,661 shares; 2025Q1: 464,378 shares; 2025Q2: 528,209 shares; 2025Q3: 534,917 shares; 2025Q4: 493,816 shares; 2026Q1: 381,766 shares 381,766 $20.6M 3.34% -112,050 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: restricted; 2024Q4: 286,398 shares; 2025Q1: 282,293 shares; 2025Q2: 285,258 shares; 2025Q3: 283,719 shares; 2025Q4: 273,119 shares; 2026Q1: 272,425 shares 272,425 $17.5M 2.83% -694 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: restricted; 2024Q4: 146,599 shares; 2025Q1: 259,465 shares; 2025Q2: 303,926 shares; 2025Q3: 321,734 shares; 2025Q4: 323,987 shares; 2026Q1: 330,131 shares 330,131 $16.5M 2.67% +6,144 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: restricted; 2024Q4: 318,443 shares; 2025Q1: 264,431 shares; 2025Q2: 223,604 shares; 2025Q3: 216,810 shares; 2025Q4: 174,716 shares; 2026Q1: 170,734 shares 170,734 $15.5M 2.5% -3,982 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: restricted; 2024Q4: 22,003 shares; 2025Q1: 23,865 shares; 2025Q2: 28,248 shares; 2025Q3: 29,898 shares; 2025Q4: 29,862 shares; 2026Q1: 30,792 shares 30,792 $13.4M 2.18% +930 Timeline JBND 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,434 shares 221,434 $11.9M 1.93% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56,632 shares; 2025Q2: 88,934 shares; 2025Q3: 226,288 shares; 2025Q4: 196,580 shares; 2026Q1: 370,049 shares 370,049 $11.1M 1.8% +173,469 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,516 shares; 2025Q1: 72,052 shares; 2025Q2: 103,387 shares; 2025Q3: 103,909 shares; 2025Q4: 101,526 shares; 2026Q1: 100,236 shares 100,236 $10.2M 1.65% -1,290 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: restricted; 2024Q4: not reported; 2025Q1: 64,547 shares; 2025Q2: 104,113 shares; 2025Q3: 115,656 shares; 2025Q4: 141,414 shares; 2026Q1: 67,078 shares 67,078 $8.34M 1.35% -74,336 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: restricted; 2024Q4: 126,513 shares; 2025Q1: 135,882 shares; 2025Q2: 130,495 shares; 2025Q3: 137,184 shares; 2025Q4: 151,988 shares; 2026Q1: 43,282 shares 43,282 $8.31M 1.34% -108,706 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,771 shares 82,771 $6.67M 1.08% new Timeline RAAX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,702 shares 159,702 $6.5M 1.05% new 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: restricted; 2024Q4: not reported; 2025Q1: 180,650 shares; 2025Q2: 172,375 shares; 2025Q3: 177,922 shares; 2025Q4: 191,282 shares; 2026Q1: 134,062 shares 134,062 $6.44M 1.04% -57,220 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,186 shares 169,186 $6.43M 1.04% new 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: restricted; 2024Q4: 23,986 shares; 2025Q1: 22,376 shares; 2025Q2: 25,188 shares; 2025Q3: 32,526 shares; 2025Q4: 34,713 shares; 2026Q1: 35,650 shares 35,650 $6.22M 1.01% +937 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,014 shares 150,014 $5.95M 0.96% new Timeline VTWG 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: restricted; 2024Q4: 25,338 shares; 2025Q1: 24,335 shares; 2025Q2: 23,506 shares; 2025Q3: 23,422 shares; 2025Q4: 22,652 shares; 2026Q1: 22,236 shares 22,236 $5.09M 0.82% -416 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: restricted; 2024Q4: 115,481 shares; 2025Q1: 113,810 shares; 2025Q2: 109,794 shares; 2025Q3: 109,278 shares; 2025Q4: 107,591 shares; 2026Q1: 106,246 shares 106,246 $4.98M 0.81% -1,345 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: restricted; 2024Q4: 8,631 shares; 2025Q1: 8,892 shares; 2025Q2: 10,012 shares; 2025Q3: 11,846 shares; 2025Q4: 12,958 shares; 2026Q1: 13,058 shares 13,058 $3.76M 0.61% +100 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: restricted; 2024Q4: 7,402 shares; 2025Q1: 6,575 shares; 2025Q2: 9,093 shares; 2025Q3: 11,498 shares; 2025Q4: 10,946 shares; 2026Q1: 9,787 shares 9,787 $3.62M 0.59% -1,159 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: restricted; 2024Q4: 7,095 shares; 2025Q1: 6,784 shares; 2025Q2: 9,529 shares; 2025Q3: 12,230 shares; 2025Q4: 13,042 shares; 2026Q1: 16,707 shares 16,707 $3.48M 0.56% +3,665 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: restricted; 2024Q4: 19,086 shares; 2025Q1: 20,555 shares; 2025Q2: 21,870 shares; 2025Q3: 22,754 shares; 2025Q4: 22,411 shares; 2026Q1: 22,522 shares 22,522 $3.29M 0.53% +111 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,697 shares; 2025Q1: 14,500 shares; 2025Q2: 12,319 shares; 2025Q3: 11,782 shares; 2025Q4: 11,179 shares; 2026Q1: 10,697 shares 10,697 $3.23M 0.52% -482 Timeline JPIB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,149 shares 60,149 $2.88M 0.47% new 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: restricted; 2024Q4: 5,697 shares; 2025Q1: 5,871 shares; 2025Q2: 6,924 shares; 2025Q3: 8,741 shares; 2025Q4: 9,333 shares; 2026Q1: 9,276 shares 9,276 $2.66M 0.43% -57 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: restricted; 2024Q4: 130,596 shares; 2025Q1: 78,537 shares; 2025Q2: 81,306 shares; 2025Q3: 78,854 shares; 2025Q4: 79,239 shares; 2026Q1: 79,585 shares 79,585 $2.43M 0.39% +346 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: restricted; 2024Q4: 2,953 shares; 2025Q1: 3,194 shares; 2025Q2: 3,485 shares; 2025Q3: 3,451 shares; 2025Q4: 3,447 shares; 2026Q1: 3,291 shares 3,291 $2.15M 0.35% -156 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: restricted; 2024Q4: 2,784 shares; 2025Q1: 3,162 shares; 2025Q2: 4,029 shares; 2025Q3: 5,382 shares; 2025Q4: 5,659 shares; 2026Q1: 6,266 shares 6,266 $1.94M 0.31% +607 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: restricted; 2024Q4: 14,231 shares; 2025Q1: 12,704 shares; 2025Q2: 10,196 shares; 2025Q3: 9,721 shares; 2025Q4: 8,993 shares; 2026Q1: 8,701 shares 8,701 $1.89M 0.31% -292 Timeline USHY 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: restricted; 2024Q4: 193,424 shares; 2025Q1: 50,512 shares; 2025Q2: 74,352 shares; 2025Q3: 78,475 shares; 2025Q4: 74,048 shares; 2026Q1: 49,178 shares 49,178 $1.81M 0.29% -24,870 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: restricted; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 2,602 shares; 2025Q3: 3,499 shares; 2025Q4: 3,626 shares; 2026Q1: 4,860 shares 4,860 $1.81M 0.29% +1,234 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: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,108 shares; 2025Q2: 4,257 shares; 2025Q3: 4,546 shares; 2025Q4: 4,643 shares; 2026Q1: 4,862 shares 4,862 $1.64M 0.27% +219 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,521 shares; 2025Q2: 45,769 shares; 2025Q3: 52,947 shares; 2025Q4: 42,951 shares; 2026Q1: 42,356 shares 42,356 $1.63M 0.26% -595 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: restricted; 2024Q4: 4,433 shares; 2025Q1: 4,244 shares; 2025Q2: 4,278 shares; 2025Q3: 5,235 shares; 2025Q4: 5,945 shares; 2026Q1: 6,006 shares 6,006 $1.47M 0.24% +61 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,740 shares; 2025Q1: 12,754 shares; 2025Q2: 13,174 shares; 2025Q3: 13,143 shares; 2025Q4: 13,065 shares; 2026Q1: 12,827 shares 12,827 $1.45M 0.23% -238 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,618 shares; 2025Q1: 18,015 shares; 2025Q2: 16,488 shares; 2025Q3: 15,932 shares; 2025Q4: 14,902 shares; 2026Q1: 13,189 shares 13,189 $1.4M 0.23% -1,713 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: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,113 shares; 2025Q2: 2,068 shares; 2025Q3: 2,029 shares; 2025Q4: 2,001 shares; 2026Q1: 2,001 shares 2,001 $1.4M 0.23% 0 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: restricted; 2024Q4: 917 shares; 2025Q1: 1,006 shares; 2025Q2: 1,015 shares; 2025Q3: 1,062 shares; 2025Q4: 907 shares; 2026Q1: 1,358 shares 1,358 $1.35M 0.22% +451 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: restricted; 2024Q4: 1,460 shares; 2025Q1: 1,660 shares; 2025Q2: 1,997 shares; 2025Q3: 2,631 shares; 2025Q4: 2,231 shares; 2026Q1: 2,331 shares 2,331 $1.33M 0.22% +100 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: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,357 shares; 2025Q2: 2,310 shares; 2025Q3: 2,826 shares; 2025Q4: 3,111 shares; 2026Q1: 2,762 shares 2,762 $1.32M 0.21% -349 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,093 shares 114,093 $1.32M 0.21% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,509 shares; 2025Q2: 3,617 shares; 2025Q3: 3,555 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares 3,557 $1.12M 0.18% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,850 shares; 2025Q1: 4,135 shares; 2025Q2: 3,869 shares; 2025Q3: 4,573 shares; 2025Q4: 4,199 shares; 2026Q1: 5,335 shares 5,335 $1.1M 0.18% +1,136 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 3,606 shares; 2025Q2: 2,508 shares; 2025Q3: 4,279 shares; 2025Q4: 5,007 shares; 2026Q1: 6,419 shares 6,419 $1.09M 0.18% +1,412 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,345 shares 44,345 $1.07M 0.17% new 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: restricted; 2024Q4: 1,951 shares; 2025Q1: 1,979 shares; 2025Q2: 2,016 shares; 2025Q3: 2,031 shares; 2025Q4: 2,041 shares; 2026Q1: 2,367 shares 2,367 $1.03M 0.17% +326 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: restricted; 2024Q4: 5,632 shares; 2025Q1: 5,435 shares; 2025Q2: 5,066 shares; 2025Q3: 8,171 shares; 2025Q4: 15,606 shares; 2026Q1: 16,987 shares 16,987 $1.03M 0.17% +1,381 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: restricted; 2024Q4: 2,530 shares; 2025Q1: 2,522 shares; 2025Q2: 2,444 shares; 2025Q3: 3,298 shares; 2025Q4: 3,303 shares; 2026Q1: 3,164 shares 3,164 $1.02M 0.16% -139 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: restricted; 2024Q4: 3,639 shares; 2025Q1: 3,677 shares; 2025Q2: 3,773 shares; 2025Q3: 4,529 shares; 2025Q4: 4,729 shares; 2026Q1: 4,601 shares 4,601 $1M 0.16% -128 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: restricted; 2024Q4: 2,585 shares; 2025Q1: 2,911 shares; 2025Q2: 3,150 shares; 2025Q3: 4,120 shares; 2025Q4: 3,783 shares; 2026Q1: 3,337 shares 3,337 $982K 0.16% -446 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,877 shares; 2025Q3: 6,600 shares; 2025Q4: 6,389 shares; 2026Q1: 7,803 shares 7,803 $971K 0.16% +1,414 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: restricted; 2024Q4: 17,398 shares; 2025Q1: 17,398 shares; 2025Q2: 17,398 shares; 2025Q3: 17,398 shares; 2025Q4: 17,398 shares; 2026Q1: 17,398 shares 17,398 $859K 0.14% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,132 shares; 2025Q4: 6,283 shares; 2026Q1: 6,899 shares 6,899 $857K 0.14% +616 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,527 shares; 2025Q1: 99,030 shares; 2025Q2: 42,366 shares; 2025Q3: 39,015 shares; 2025Q4: 38,064 shares; 2026Q1: 34,077 shares 34,077 $845K 0.14% -3,987 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,839 shares; 2025Q4: 6,212 shares; 2026Q1: 6,525 shares 6,525 $785K 0.13% +313 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 2,275 shares; 2026Q1: 2,303 shares 2,303 $778K 0.13% +28 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: restricted; 2024Q4: 879 shares; 2025Q1: 882 shares; 2025Q2: 879 shares; 2025Q3: 1,910 shares; 2025Q4: 1,553 shares; 2026Q1: 1,288 shares 1,288 $770K 0.12% -265 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: restricted; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 293 shares; 2025Q3: 472 shares; 2025Q4: 748 shares; 2026Q1: 823 shares 823 $757K 0.12% +75 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,816 shares; 2025Q4: 9,816 shares; 2026Q1: 9,816 shares 9,816 $757K 0.12% 0 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: restricted; 2024Q4: 369 shares; 2025Q1: 534 shares; 2025Q2: 420 shares; 2025Q3: 423 shares; 2025Q4: 524 shares; 2026Q1: 565 shares 565 $746K 0.12% +41 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: restricted; 2024Q4: 1,773 shares; 2025Q1: 2,038 shares; 2025Q2: 2,139 shares; 2025Q3: 2,320 shares; 2025Q4: 2,161 shares; 2026Q1: 2,290 shares 2,290 $712K 0.12% +129 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,009 shares; 2025Q2: 4,936 shares; 2025Q3: 4,082 shares; 2025Q4: 3,924 shares; 2026Q1: 3,887 shares 3,887 $692K 0.11% -37 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: restricted; 2024Q4: 1,362 shares; 2025Q1: 1,728 shares; 2025Q2: 1,731 shares; 2025Q3: 2,092 shares; 2025Q4: 1,692 shares; 2026Q1: 2,178 shares 2,178 $658K 0.11% +486 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: restricted; 2024Q4: not reported; 2025Q1: 3,362 shares; 2025Q2: 3,958 shares; 2025Q3: 5,133 shares; 2025Q4: 5,840 shares; 2026Q1: 5,781 shares 5,781 $656K 0.11% -59 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,330 shares; 2025Q1: 10,628 shares; 2025Q2: 7,962 shares; 2025Q3: 11,730 shares; 2025Q4: 11,686 shares; 2026Q1: 11,972 shares 11,972 $602K 0.1% +286 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: restricted; 2024Q4: 4,742 shares; 2025Q1: 6,124 shares; 2025Q2: 6,383 shares; 2025Q3: 7,225 shares; 2025Q4: 7,072 shares; 2026Q1: 7,226 shares 7,226 $596K 0.1% +154 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,162 shares; 2025Q4: 2,484 shares; 2026Q1: 2,752 shares 2,752 $588K 0.1% +268 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,229 shares; 2025Q4: 2,427 shares; 2026Q1: 2,481 shares 2,481 $573K 0.09% +54 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,664 shares; 2025Q1: 3,626 shares; 2025Q2: 3,636 shares; 2025Q3: 4,000 shares; 2025Q4: 4,209 shares; 2026Q1: 4,374 shares 4,374 $549K 0.09% +165 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares 2,763 $545K 0.09% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,044 shares; 2025Q4: 1,729 shares; 2026Q1: 1,670 shares 1,670 $544K 0.09% -59 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,978 shares; 2025Q4: 2,136 shares; 2026Q1: 2,144 shares 2,144 $534K 0.09% +8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 3,114 shares; 2026Q1: 3,318 shares 3,318 $530K 0.09% +204 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: restricted; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 2,773 shares; 2025Q3: 3,170 shares; 2025Q4: 3,371 shares; 2026Q1: 3,458 shares 3,458 $528K 0.09% +87 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: restricted; 2024Q4: 289 shares; 2025Q1: 382 shares; 2025Q2: 435 shares; 2025Q3: 461 shares; 2025Q4: 4,455 shares; 2026Q1: 5,461 shares 5,461 $525K 0.08% +1,006 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,717 shares; 2026Q1: 1,841 shares 1,841 $522K 0.08% +124 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,417 shares; 2026Q1: 1,456 shares 1,456 $519K 0.08% +39 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 368 shares; 2026Q1: 370 shares 370 $510K 0.08% +2 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 370 shares; 2025Q2: 357 shares; 2025Q3: 386 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $506K 0.08% 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: restricted; 2024Q4: 9,866 shares; 2025Q1: 9,759 shares; 2025Q2: 10,600 shares; 2025Q3: 12,445 shares; 2025Q4: 12,854 shares; 2026Q1: 10,226 shares 10,226 $499K 0.08% -2,628 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,555 shares; 2026Q1: 6,788 shares 6,788 $497K 0.08% +233 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,874 shares; 2025Q4: 22,125 shares; 2026Q1: 27,692 shares 27,692 $487K 0.08% +5,567 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 780 shares 780 $471K 0.08% +8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,589 shares; 2025Q4: 6,765 shares; 2026Q1: 6,798 shares 6,798 $470K 0.08% +33 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,895 shares; 2025Q1: 11,845 shares; 2025Q2: 9,718 shares; 2025Q3: 9,782 shares; 2025Q4: 9,731 shares; 2026Q1: 9,707 shares 9,707 $464K 0.08% -24 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: restricted; 2024Q4: 3,453 shares; 2025Q1: 3,657 shares; 2025Q2: 3,654 shares; 2025Q3: 3,754 shares; 2025Q4: 3,716 shares; 2026Q1: 4,453 shares 4,453 $457K 0.07% +737 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 949 shares; 2026Q1: 961 shares 961 $455K 0.07% +12 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: restricted; 2024Q4: 849 shares; 2025Q1: 867 shares; 2025Q2: 932 shares; 2025Q3: 884 shares; 2025Q4: 901 shares; 2026Q1: 985 shares 985 $454K 0.07% +84 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: restricted; 2024Q4: 3,602 shares; 2025Q1: 4,711 shares; 2025Q2: 3,976 shares; 2025Q3: 4,560 shares; 2025Q4: 4,746 shares; 2026Q1: 4,881 shares 4,881 $454K 0.07% +135 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 1,401 shares; 2025Q4: 1,552 shares; 2026Q1: 1,545 shares 1,545 $451K 0.07% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 376 shares; 2026Q1: 510 shares 510 $445K 0.07% +134 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: restricted; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 12,681 shares; 2025Q3: 14,553 shares; 2025Q4: 13,653 shares; 2026Q1: 15,298 shares 15,298 $443K 0.07% +1,645 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,297 shares; 2025Q4: 11,834 shares; 2026Q1: 9,944 shares 9,944 $439K 0.07% -1,890 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,848 shares; 2025Q1: 1,854 shares; 2025Q2: 2,153 shares; 2025Q3: 2,481 shares; 2025Q4: 2,637 shares; 2026Q1: 2,658 shares 2,658 $430K 0.07% +21 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,104 shares; 2025Q4: not reported; 2026Q1: 8,496 shares 8,496 $426K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 3,804 shares; 2026Q1: 3,939 shares 3,939 $426K 0.07% +135 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,242 shares; 2025Q4: 3,806 shares; 2026Q1: 3,827 shares 3,827 $424K 0.07% +21 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: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,207 shares; 2025Q2: 1,425 shares; 2025Q3: 1,535 shares; 2025Q4: 1,419 shares; 2026Q1: 1,263 shares 1,263 $415K 0.07% -156 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,567 shares; 2025Q4: not reported; 2026Q1: 2,838 shares 2,838 $410K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 2,275 shares; 2026Q1: 2,215 shares 2,215 $404K 0.07% -60 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 472 shares; 2025Q4: 453 shares; 2026Q1: 472 shares 472 $399K 0.06% +19 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,741 shares; 2025Q4: 2,852 shares; 2026Q1: 3,102 shares 3,102 $392K 0.06% +250 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,126 shares; 2026Q1: 1,127 shares 1,127 $387K 0.06% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,990 shares; 2025Q4: 2,439 shares; 2026Q1: 3,049 shares 3,049 $385K 0.06% +610 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,557 shares; 2026Q1: 1,772 shares 1,772 $380K 0.06% +215 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 75 shares; 2026Q1: 90 shares 90 $379K 0.06% +15 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: restricted; 2024Q4: 4,837 shares; 2025Q1: 4,083 shares; 2025Q2: 4,074 shares; 2025Q3: 4,492 shares; 2025Q4: 3,703 shares; 2026Q1: 3,531 shares 3,531 $376K 0.06% -172 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares; 2026Q1: 5,629 shares 5,629 $374K 0.06% +1,557 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares; 2025Q3: 2,221 shares; 2025Q4: 2,177 shares; 2026Q1: 2,249 shares 2,249 $372K 0.06% +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: restricted; 2024Q4: not reported; 2025Q1: 1,680 shares; 2025Q2: 2,058 shares; 2025Q3: 2,307 shares; 2025Q4: 2,445 shares; 2026Q1: 2,653 shares 2,653 $359K 0.06% +208 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: restricted; 2024Q4: 4,247 shares; 2025Q1: 4,304 shares; 2025Q2: 4,262 shares; 2025Q3: 4,204 shares; 2025Q4: 4,487 shares; 2026Q1: 4,688 shares 4,688 $356K 0.06% +201 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: restricted; 2024Q4: 784 shares; 2025Q1: 846 shares; 2025Q2: 792 shares; 2025Q3: 915 shares; 2025Q4: 917 shares; 2026Q1: 990 shares 990 $354K 0.06% +73 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 2,199 shares; 2026Q1: 2,979 shares 2,979 $350K 0.06% +780 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,065 shares; 2025Q1: 14,241 shares; 2025Q2: 16,073 shares; 2025Q3: 18,798 shares; 2025Q4: 19,876 shares; 2026Q1: 20,522 shares 20,522 $348K 0.06% +646 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: restricted; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 1,241 shares; 2025Q3: 1,705 shares; 2025Q4: 1,578 shares; 2026Q1: 2,363 shares 2,363 $348K 0.06% +785 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,382 shares; 2026Q1: 1,404 shares 1,404 $347K 0.06% +22 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,741 shares; 2025Q4: 2,460 shares; 2026Q1: 2,484 shares 2,484 $347K 0.06% +24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares; 2026Q1: 543 shares 543 $345K 0.06% -475 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,993 shares; 2026Q1: 8,806 shares 8,806 $343K 0.06% +813 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: restricted; 2024Q4: 12,008 shares; 2025Q1: 4,032 shares; 2025Q2: 5,128 shares; 2025Q3: 5,107 shares; 2025Q4: 5,109 shares; 2026Q1: 4,842 shares 4,842 $338K 0.05% -267 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: 1,776 shares 1,776 $337K 0.05% +687 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 3,350 shares; 2025Q4: 3,523 shares; 2026Q1: 3,601 shares 3,601 $336K 0.05% +78 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,335 shares; 2026Q1: 6,423 shares 6,423 $334K 0.05% +88 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,234 shares 1,234 $334K 0.05% -4 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: restricted; 2024Q4: 17,220 shares; 2025Q1: 21,943 shares; 2025Q2: 25,499 shares; 2025Q3: 28,439 shares; 2025Q4: 29,426 shares; 2026Q1: 29,287 shares 29,287 $330K 0.05% -139 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: restricted; 2024Q4: 433 shares; 2025Q1: 524 shares; 2025Q2: 433 shares; 2025Q3: 434 shares; 2025Q4: 435 shares; 2026Q1: 506 shares 506 $329K 0.05% +71 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 405 shares; 2026Q1: 415 shares 415 $328K 0.05% +10 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: restricted; 2024Q4: not reported; 2025Q1: 558 shares; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,242 shares; 2026Q1: 1,211 shares 1,211 $328K 0.05% -31 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,163 shares; 2025Q3: 5,514 shares; 2025Q4: 5,624 shares; 2026Q1: 4,790 shares 4,790 $326K 0.05% -834 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 1,494 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares 1,498 $322K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,379 shares; 2026Q1: 2,434 shares 2,434 $321K 0.05% +55 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824 shares 824 $320K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,208 shares; 2025Q3: 1,450 shares; 2025Q4: 1,494 shares; 2026Q1: 1,544 shares 1,544 $318K 0.05% +50 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 220 shares; 2026Q1: 329 shares 329 $316K 0.05% +109 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 4,347 shares 4,347 $316K 0.05% +576 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 3,372 shares; 2026Q1: 3,430 shares 3,430 $316K 0.05% +58 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,722 shares; 2025Q3: 2,596 shares; 2025Q4: 3,105 shares; 2026Q1: 1,729 shares 1,729 $315K 0.05% -1,376 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,633 shares; 2026Q1: 2,646 shares 2,646 $314K 0.05% +13 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: restricted; 2024Q4: 3,225 shares; 2025Q1: 3,405 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $313K 0.05% 0 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: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,109 shares; 2025Q3: 1,116 shares; 2025Q4: 1,149 shares; 2026Q1: 919 shares 919 $301K 0.05% -230 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: not reported; 2026Q1: 1,698 shares 1,698 $295K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 488 shares; 2025Q3: 772 shares; 2025Q4: not reported; 2026Q1: 578 shares 578 $287K 0.05% new Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,235 shares; 2026Q1: 2,234 shares 2,234 $285K 0.05% -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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,687 shares; 2026Q1: 3,478 shares 3,478 $284K 0.05% +791 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,221 shares; 2025Q1: 11,247 shares; 2025Q2: 9,775 shares; 2025Q3: 9,423 shares; 2025Q4: 9,091 shares; 2026Q1: 8,608 shares 8,608 $284K 0.05% -483 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: restricted; 2024Q4: 174 shares; 2025Q1: 186 shares; 2025Q2: 2,797 shares; 2025Q3: 3,676 shares; 2025Q4: 2,990 shares; 2026Q1: 3,047 shares 3,047 $281K 0.05% +57 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,529 shares 1,529 $280K 0.05% +241 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 359 shares 359 $277K 0.04% -12 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,272 shares; 2026Q1: 8,314 shares 8,314 $272K 0.04% -1,958 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369 shares; 2026Q1: 380 shares 380 $269K 0.04% +11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 3,796 shares; 2026Q1: 1,727 shares 1,727 $268K 0.04% -2,069 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,953 shares; 2025Q4: 4,610 shares; 2026Q1: 4,563 shares 4,563 $266K 0.04% -47 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: restricted; 2024Q4: not reported; 2025Q1: 539 shares; 2025Q2: 578 shares; 2025Q3: 1,492 shares; 2025Q4: 795 shares; 2026Q1: 1,089 shares 1,089 $265K 0.04% +294 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares 987 $263K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,988 shares; 2026Q1: 1,983 shares 1,983 $262K 0.04% -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: restricted; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 656 shares; 2025Q3: 1,033 shares; 2025Q4: 743 shares; 2026Q1: 514 shares 514 $257K 0.04% -229 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares 346 $256K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 394 shares; 2025Q4: 404 shares; 2026Q1: 590 shares 590 $255K 0.04% +186 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,250 shares 1,250 $250K 0.04% -77 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $249K 0.04% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,977 shares; 2025Q4: 11,734 shares; 2026Q1: 11,478 shares 11,478 $249K 0.04% -256 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: restricted; 2024Q4: 2,024 shares; 2025Q1: 814 shares; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: not reported; 2026Q1: 1,325 shares 1,325 $247K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,346 shares; 2025Q4: 3,032 shares; 2026Q1: 3,310 shares 3,310 $247K 0.04% +278 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 456 shares 456 $245K 0.04% +2 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $244K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 949 shares; 2025Q4: 959 shares; 2026Q1: 871 shares 871 $243K 0.04% -88 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,953 shares; 2026Q1: 4,149 shares 4,149 $243K 0.04% +196 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,443 shares; 2026Q1: 4,443 shares 4,443 $241K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739 shares; 2025Q4: 2,535 shares; 2026Q1: 1,914 shares 1,914 $235K 0.04% -621 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159 $234K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 960 shares 960 $233K 0.04% +170 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,947 shares 3,947 $232K 0.04% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,680 shares 2,680 $231K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares; 2026Q1: 2,384 shares 2,384 $230K 0.04% +267 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,202 shares 4,202 $227K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $225K 0.04% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares 1,057 $224K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares 913 $223K 0.04% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,722 shares 4,722 $222K 0.04% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares 2,369 $221K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 1,857 shares 1,857 $220K 0.04% +484 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: restricted; 2024Q4: 1,429 shares; 2025Q1: 1,439 shares; 2025Q2: 1,741 shares; 2025Q3: 1,894 shares; 2025Q4: 2,287 shares; 2026Q1: 1,903 shares 1,903 $219K 0.04% -384 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares; 2026Q1: 2,685 shares 2,685 $216K 0.03% -1,396 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,938 shares; 2026Q1: 13,497 shares 13,497 $215K 0.03% +559 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: restricted; 2024Q4: not reported; 2025Q1: 9,321 shares; 2025Q2: 10,835 shares; 2025Q3: 11,887 shares; 2025Q4: 12,096 shares; 2026Q1: 10,325 shares 10,325 $214K 0.03% -1,771 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,141 shares 4,141 $213K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares 1,035 $211K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,092 shares; 2025Q4: not reported; 2026Q1: 6,239 shares 6,239 $209K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,082 shares 1,082 $209K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 276 shares; 2025Q4: 2,646 shares; 2026Q1: 1,982 shares 1,982 $207K 0.03% -664 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,259 shares; 2026Q1: 10,489 shares 10,489 $207K 0.03% +230 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 914 shares 914 $207K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares 953 $206K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696 $206K 0.03% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 558 shares; 2026Q1: 427 shares 427 $205K 0.03% -131 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: not reported; 2026Q1: 2,849 shares 2,849 $205K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares 1,618 $205K 0.03% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551 $204K 0.03% new 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: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,432 shares; 2025Q2: 1,410 shares; 2025Q3: 1,431 shares; 2025Q4: 1,219 shares; 2026Q1: 1,190 shares 1,190 $204K 0.03% -29 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127 shares 1,127 $203K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $202K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,449 shares 1,449 $202K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 1,142 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $201K 0.03% 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: restricted; 2024Q4: 15,078 shares; 2025Q1: 18,247 shares; 2025Q2: 16,962 shares; 2025Q3: 19,872 shares; 2025Q4: 21,151 shares; 2026Q1: 21,284 shares 21,284 $169K 0.03% +133 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: restricted; 2024Q4: 20,078 shares; 2025Q1: 23,247 shares; 2025Q2: 25,680 shares; 2025Q3: 27,813 shares; 2025Q4: 29,039 shares; 2026Q1: 29,445 shares 29,445 $148K 0.02% +406 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,584 shares; 2025Q2: 27,901 shares; 2025Q3: 29,374 shares; 2025Q4: 31,529 shares; 2026Q1: 32,307 shares 32,307 $118K 0.02% +778 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,439 shares; 2025Q4: 22,549 shares; 2026Q1: 14,159 shares 14,159 $93K 0.02% -8,390 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,394 shares; 2025Q2: 20,950 shares; 2025Q3: 17,794 shares; 2025Q4: 17,253 shares; 2026Q1: 21,937 shares 21,937 $64.1K 0.01% +4,684 Timeline