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: 150,851 shares; 2024Q4: 161,037 shares; 2025Q1: 166,308 shares; 2025Q2: 171,843 shares; 2025Q3: 180,562 shares; 2025Q4: 187,658 shares; 2026Q1: 202,306 shares 202,306 $121M 9.52% +14,648 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: 207,605 shares; 2024Q4: 218,065 shares; 2025Q1: 226,662 shares; 2025Q2: 226,185 shares; 2025Q3: 234,889 shares; 2025Q4: 238,376 shares; 2026Q1: 264,722 shares 264,722 $116M 9.11% +26,346 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: 434,993 shares; 2024Q4: 463,379 shares; 2025Q1: 475,614 shares; 2025Q2: 503,771 shares; 2025Q3: 534,142 shares; 2025Q4: 556,263 shares; 2026Q1: 573,956 shares 573,956 $113M 8.87% +17,693 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: 1,144,727 shares; 2024Q4: 1,215,359 shares; 2025Q1: 1,315,097 shares; 2025Q2: 1,381,169 shares; 2025Q3: 1,450,910 shares; 2025Q4: 1,134,512 shares; 2026Q1: 1,109,425 shares 1,109,425 $74.9M 5.9% -25,087 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: 487,574 shares; 2024Q4: 534,340 shares; 2025Q1: 546,585 shares; 2025Q2: 576,384 shares; 2025Q3: 604,482 shares; 2025Q4: 650,800 shares; 2026Q1: 694,475 shares 694,475 $62.9M 4.95% +43,675 Timeline PRMR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: not reported; 2025Q3: not reported; 2025Q4: 1,802,886 shares; 2026Q1: 2,257,306 shares 2,257,306 $52.8M 4.16% +454,420 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: 257,861 shares; 2024Q4: 255,738 shares; 2025Q1: 251,882 shares; 2025Q2: 253,243 shares; 2025Q3: 253,320 shares; 2025Q4: 252,669 shares; 2026Q1: 249,419 shares 249,419 $43.5M 3.43% -3,250 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: 109,004 shares; 2024Q4: 107,204 shares; 2025Q1: 104,060 shares; 2025Q2: 103,644 shares; 2025Q3: 102,296 shares; 2025Q4: 100,602 shares; 2026Q1: 99,977 shares 99,977 $42.6M 3.36% -625 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: 118,476 shares; 2024Q4: 119,262 shares; 2025Q1: 120,389 shares; 2025Q2: 127,314 shares; 2025Q3: 126,817 shares; 2025Q4: 132,523 shares; 2026Q1: 154,071 shares 154,071 $39.1M 3.08% +21,548 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: 213,433 shares; 2024Q4: 233,877 shares; 2025Q1: 239,359 shares; 2025Q2: 255,040 shares; 2025Q3: 271,309 shares; 2025Q4: 288,038 shares; 2026Q1: 294,637 shares 294,637 $31.4M 2.47% +6,599 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,478 shares; 2024Q4: 137,418 shares; 2025Q1: 136,351 shares; 2025Q2: 137,894 shares; 2025Q3: 139,348 shares; 2025Q4: 138,448 shares; 2026Q1: 137,184 shares 137,184 $29.3M 2.31% -1,264 Timeline FSMB 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: 706,121 shares; 2024Q4: 712,254 shares; 2025Q1: 813,010 shares; 2025Q2: 862,168 shares; 2025Q3: 943,851 shares; 2025Q4: 1,023,222 shares; 2026Q1: 1,077,267 shares 1,077,267 $21.5M 1.69% +54,045 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: 47,919 shares; 2024Q4: 49,658 shares; 2025Q1: 48,853 shares; 2025Q2: 50,830 shares; 2025Q3: 50,208 shares; 2025Q4: 51,261 shares; 2026Q1: 53,629 shares 53,629 $19.9M 1.56% +2,368 Timeline SCHO 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: 94,794 shares; 2024Q4: 243,192 shares; 2025Q1: 337,364 shares; 2025Q2: 445,132 shares; 2025Q3: 547,150 shares; 2025Q4: 656,804 shares; 2026Q1: 796,357 shares 796,357 $19.3M 1.52% +139,553 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,818 shares; 2024Q4: 142,346 shares; 2025Q1: 148,784 shares; 2025Q2: 159,615 shares; 2025Q3: 174,758 shares; 2025Q4: 188,863 shares; 2026Q1: 204,908 shares 204,908 $19.1M 1.5% +16,045 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: 284,213 shares; 2024Q4: 284,204 shares; 2025Q1: 328,008 shares; 2025Q2: 349,793 shares; 2025Q3: 382,265 shares; 2025Q4: 315,693 shares; 2026Q1: 333,050 shares 333,050 $16.9M 1.33% +17,357 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: 150,312 shares; 2024Q4: 142,485 shares; 2025Q1: 162,281 shares; 2025Q2: 171,467 shares; 2025Q3: 182,040 shares; 2025Q4: 144,051 shares; 2026Q1: 152,237 shares 152,237 $16.2M 1.27% +8,186 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: 68,733 shares; 2024Q4: 70,423 shares; 2025Q1: 70,891 shares; 2025Q2: 72,315 shares; 2025Q3: 72,370 shares; 2025Q4: 73,906 shares; 2026Q1: 76,292 shares 76,292 $15.9M 1.25% +2,386 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: 69,694 shares; 2024Q4: 70,370 shares; 2025Q1: 55,013 shares; 2025Q2: 56,001 shares; 2025Q3: 50,090 shares; 2025Q4: 46,106 shares; 2026Q1: 45,577 shares 45,577 $14.1M 1.11% -529 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: 31,675 shares; 2024Q4: 33,057 shares; 2025Q1: 33,660 shares; 2025Q2: 35,237 shares; 2025Q3: 36,323 shares; 2025Q4: 37,527 shares; 2026Q1: 38,941 shares 38,941 $11.5M 0.9% +1,414 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: 16,944 shares; 2024Q4: 16,674 shares; 2025Q1: 15,307 shares; 2025Q2: 16,129 shares; 2025Q3: 16,123 shares; 2025Q4: 17,568 shares; 2026Q1: 17,486 shares 17,486 $11.4M 0.9% -82 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,891 shares; 2026Q1: 385,597 shares 385,597 $10.5M 0.83% +47,706 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: 22,232 shares; 2024Q4: 21,597 shares; 2025Q1: 22,709 shares; 2025Q2: 23,182 shares; 2025Q3: 29,577 shares; 2025Q4: 30,708 shares; 2026Q1: 31,669 shares 31,669 $9.08M 0.72% +961 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 14,250 shares; 2025Q1: 14,363 shares; 2025Q2: 14,686 shares; 2025Q3: 14,905 shares; 2025Q4: 14,395 shares; 2026Q1: 13,966 shares 13,966 $8.61M 0.68% -429 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: 11,274 shares; 2024Q4: 11,830 shares; 2025Q1: 11,735 shares; 2025Q2: 12,032 shares; 2025Q3: 12,827 shares; 2025Q4: 13,484 shares; 2026Q1: 14,054 shares 14,054 $8.04M 0.63% +570 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: 11,315 shares; 2024Q4: 11,446 shares; 2025Q1: 10,854 shares; 2025Q2: 11,217 shares; 2025Q3: 12,221 shares; 2025Q4: 12,587 shares; 2026Q1: 12,279 shares 12,279 $7.09M 0.56% -308 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: 8,126 shares; 2024Q4: 7,767 shares; 2025Q1: 7,827 shares; 2025Q2: 11,526 shares; 2025Q3: 12,844 shares; 2025Q4: 13,223 shares; 2026Q1: 13,855 shares 13,855 $6.64M 0.52% +632 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: 31,082 shares; 2024Q4: 32,042 shares; 2025Q1: 36,946 shares; 2025Q2: 37,479 shares; 2025Q3: 37,190 shares; 2025Q4: 39,785 shares; 2026Q1: 36,850 shares 36,850 $6.25M 0.49% -2,935 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: 4,708 shares; 2024Q4: 4,786 shares; 2025Q1: 4,794 shares; 2025Q2: 4,869 shares; 2025Q3: 5,159 shares; 2025Q4: 5,837 shares; 2026Q1: 6,187 shares 6,187 $6.17M 0.49% +350 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: 61,888 shares; 2024Q4: 63,312 shares; 2025Q1: 60,942 shares; 2025Q2: 61,008 shares; 2025Q3: 61,283 shares; 2025Q4: 61,557 shares; 2026Q1: 63,303 shares 63,303 $6.15M 0.48% +1,746 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 15,376 shares; 2025Q1: 12,379 shares; 2025Q2: 12,599 shares; 2025Q3: 13,381 shares; 2025Q4: 15,003 shares; 2026Q1: 16,122 shares 16,122 $5.99M 0.47% +1,119 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,542 shares; 2024Q4: 111,964 shares; 2025Q1: 121,108 shares; 2025Q2: 143,234 shares; 2025Q3: 177,888 shares; 2025Q4: 207,788 shares; 2026Q1: 235,346 shares 235,346 $5.94M 0.47% +27,558 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: 15,208 shares; 2024Q4: 15,885 shares; 2025Q1: 17,234 shares; 2025Q2: 17,524 shares; 2025Q3: 17,396 shares; 2025Q4: 17,403 shares; 2026Q1: 19,232 shares 19,232 $5.81M 0.46% +1,829 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: 4,642 shares; 2024Q4: 4,863 shares; 2025Q1: 5,162 shares; 2025Q2: 5,167 shares; 2025Q3: 5,323 shares; 2025Q4: 54,701 shares; 2026Q1: 59,118 shares 59,118 $5.68M 0.45% +4,417 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: 22,184 shares; 2024Q4: 16,955 shares; 2025Q1: 17,023 shares; 2025Q2: 17,932 shares; 2025Q3: 17,650 shares; 2025Q4: 19,359 shares; 2026Q1: 19,449 shares 19,449 $5.59M 0.44% +90 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: 4,579 shares; 2024Q4: 4,686 shares; 2025Q1: 4,917 shares; 2025Q2: 5,194 shares; 2025Q3: 5,302 shares; 2025Q4: 5,604 shares; 2026Q1: 6,020 shares 6,020 $5.54M 0.44% +416 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: 20,006 shares; 2024Q4: 20,035 shares; 2025Q1: 20,321 shares; 2025Q2: 20,323 shares; 2025Q3: 20,419 shares; 2025Q4: 40,448 shares; 2026Q1: 41,557 shares 41,557 $5.52M 0.43% +1,109 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: 20,803 shares; 2024Q4: 19,122 shares; 2025Q1: 17,075 shares; 2025Q2: 14,924 shares; 2025Q3: 24,275 shares; 2025Q4: 24,947 shares; 2026Q1: 26,363 shares 26,363 $5.36M 0.42% +1,416 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: 17,704 shares; 2024Q4: 18,095 shares; 2025Q1: 20,064 shares; 2025Q2: 21,598 shares; 2025Q3: 22,662 shares; 2025Q4: 24,508 shares; 2026Q1: 25,624 shares 25,624 $5.3M 0.42% +1,116 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: 27,618 shares; 2024Q4: 29,833 shares; 2025Q1: 30,994 shares; 2025Q2: 30,825 shares; 2025Q3: 38,003 shares; 2025Q4: 40,951 shares; 2026Q1: 41,684 shares 41,684 $5.19M 0.41% +733 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: 11,183 shares; 2024Q4: 11,429 shares; 2025Q1: 12,092 shares; 2025Q2: 12,739 shares; 2025Q3: 12,888 shares; 2025Q4: 13,379 shares; 2026Q1: 15,100 shares 15,100 $4.97M 0.39% +1,721 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: 63,987 shares; 2024Q4: 69,163 shares; 2025Q1: 72,304 shares; 2025Q2: 75,410 shares; 2025Q3: 79,021 shares; 2025Q4: 86,403 shares; 2026Q1: 87,898 shares 87,898 $4.41M 0.35% +1,495 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: 3,613 shares; 2024Q4: 3,899 shares; 2025Q1: 4,033 shares; 2025Q2: 4,014 shares; 2025Q3: 3,830 shares; 2025Q4: 4,480 shares; 2026Q1: 5,058 shares 5,058 $4.28M 0.34% +578 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: 5,124 shares; 2024Q4: 4,967 shares; 2025Q1: 4,851 shares; 2025Q2: 5,184 shares; 2025Q3: 5,221 shares; 2025Q4: 6,329 shares; 2026Q1: 17,434 shares 17,434 $4.26M 0.34% +11,105 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 150,851 shares; 2025Q1: 154,826 shares; 2025Q2: 167,965 shares; 2025Q3: 164,656 shares; 2025Q4: 165,014 shares; 2026Q1: 163,774 shares 163,774 $4.2M 0.33% -1,240 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: 25,706 shares; 2024Q4: 27,367 shares; 2025Q1: 30,805 shares; 2025Q2: 32,919 shares; 2025Q3: 35,354 shares; 2025Q4: 34,212 shares; 2026Q1: 30,645 shares 30,645 $4.17M 0.33% -3,567 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: 7,467 shares; 2024Q4: 7,775 shares; 2025Q1: 8,611 shares; 2025Q2: 8,901 shares; 2025Q3: 8,985 shares; 2025Q4: 9,413 shares; 2026Q1: 10,510 shares 10,510 $4.1M 0.32% +1,097 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,462 shares; 2025Q1: 30,642 shares; 2025Q2: 31,423 shares; 2025Q3: 29,569 shares; 2025Q4: 30,531 shares; 2026Q1: 31,638 shares 31,638 $3.88M 0.31% +1,107 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,825 shares; 2025Q1: 2,744 shares; 2025Q2: 2,875 shares; 2025Q3: 3,334 shares; 2025Q4: 4,630 shares; 2026Q1: 10,850 shares 10,850 $3.67M 0.29% +6,220 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: 9,900 shares; 2024Q4: 18,271 shares; 2025Q1: 20,023 shares; 2025Q2: 23,225 shares; 2025Q3: 22,461 shares; 2025Q4: 22,120 shares; 2026Q1: 31,289 shares 31,289 $3.6M 0.28% +9,169 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: 10,128 shares; 2024Q4: 10,461 shares; 2025Q1: 10,953 shares; 2025Q2: 10,939 shares; 2025Q3: 10,906 shares; 2025Q4: 11,693 shares; 2026Q1: 12,710 shares 12,710 $3.55M 0.28% +1,017 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: 4,075 shares; 2024Q4: 12,347 shares; 2025Q1: 15,692 shares; 2025Q2: 16,822 shares; 2025Q3: 17,762 shares; 2025Q4: 19,303 shares; 2026Q1: 21,411 shares 21,411 $3.42M 0.27% +2,108 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,666 shares; 2025Q1: 8,015 shares; 2025Q2: 8,394 shares; 2025Q3: 8,908 shares; 2025Q4: 9,614 shares; 2026Q1: 11,093 shares 11,093 $3.36M 0.26% +1,479 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: 7,034 shares; 2024Q4: 7,201 shares; 2025Q1: 6,446 shares; 2025Q2: 15,436 shares; 2025Q3: 17,090 shares; 2025Q4: 18,443 shares; 2026Q1: 22,513 shares 22,513 $3.29M 0.26% +4,070 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: 14,372 shares; 2024Q4: 15,594 shares; 2025Q1: 16,288 shares; 2025Q2: 17,534 shares; 2025Q3: 18,833 shares; 2025Q4: 21,867 shares; 2026Q1: 24,984 shares 24,984 $3.27M 0.26% +3,117 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: 2,426 shares; 2024Q4: 8,089 shares; 2025Q1: 8,352 shares; 2025Q2: 10,046 shares; 2025Q3: 10,856 shares; 2025Q4: 11,641 shares; 2026Q1: 13,471 shares 13,471 $3.27M 0.26% +1,830 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: 3,888 shares; 2024Q4: 4,239 shares; 2025Q1: 4,835 shares; 2025Q2: 5,100 shares; 2025Q3: 5,323 shares; 2025Q4: 5,789 shares; 2026Q1: 7,110 shares 7,110 $3.17M 0.25% +1,321 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,244 shares; 2025Q1: 1,245 shares; 2025Q2: 1,592 shares; 2025Q3: 1,521 shares; 2025Q4: 8,383 shares; 2026Q1: 11,184 shares 11,184 $3.17M 0.25% +2,801 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: 7,825 shares; 2024Q4: 8,809 shares; 2025Q1: 9,609 shares; 2025Q2: 10,152 shares; 2025Q3: 9,712 shares; 2025Q4: 11,535 shares; 2026Q1: 13,759 shares 13,759 $3.16M 0.25% +2,224 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,611 shares; 2025Q1: 6,583 shares; 2025Q2: 7,104 shares; 2025Q3: 7,618 shares; 2025Q4: 8,586 shares; 2026Q1: 10,134 shares 10,134 $3.15M 0.25% +1,548 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: 2,112 shares; 2024Q4: 4,168 shares; 2025Q1: 4,246 shares; 2025Q2: 4,175 shares; 2025Q3: 12,334 shares; 2025Q4: 14,829 shares; 2026Q1: 19,472 shares 19,472 $3.12M 0.25% +4,643 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: 7,990 shares; 2024Q4: 8,998 shares; 2025Q1: 10,256 shares; 2025Q2: 10,721 shares; 2025Q3: 12,234 shares; 2025Q4: 13,164 shares; 2026Q1: 18,012 shares 18,012 $3.11M 0.24% +4,848 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,124 shares; 2024Q4: 39,260 shares; 2025Q1: 36,604 shares; 2025Q2: 36,872 shares; 2025Q3: 37,024 shares; 2025Q4: 29,467 shares; 2026Q1: 12,422 shares 12,422 $3.08M 0.24% -17,045 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 39,833 shares; 2025Q1: 39,609 shares; 2025Q2: 39,667 shares; 2025Q3: 39,833 shares; 2025Q4: 39,913 shares; 2026Q1: 40,102 shares 40,102 $3.07M 0.24% +189 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: not reported; 2024Q4: not reported; 2025Q1: 2,141 shares; 2025Q2: 2,734 shares; 2025Q3: 2,989 shares; 2025Q4: 3,459 shares; 2026Q1: 3,873 shares 3,873 $2.99M 0.24% +414 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: 11,750 shares; 2024Q4: 12,982 shares; 2025Q1: 13,536 shares; 2025Q2: 14,423 shares; 2025Q3: 15,329 shares; 2025Q4: 17,432 shares; 2026Q1: 20,497 shares 20,497 $2.98M 0.23% +3,065 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,791 shares; 2024Q4: 44,453 shares; 2025Q1: 51,265 shares; 2025Q2: 62,194 shares; 2025Q3: 76,956 shares; 2025Q4: 94,802 shares; 2026Q1: 112,466 shares 112,466 $2.95M 0.23% +17,664 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,113 shares; 2025Q1: 9,084 shares; 2025Q2: 9,098 shares; 2025Q3: 9,127 shares; 2025Q4: 9,150 shares; 2026Q1: 9,176 shares 9,176 $2.92M 0.23% +26 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: 13,613 shares; 2024Q4: 15,482 shares; 2025Q1: 22,167 shares; 2025Q2: 24,250 shares; 2025Q3: 25,817 shares; 2025Q4: 30,988 shares; 2026Q1: 39,743 shares 39,743 $2.86M 0.23% +8,755 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: not reported; 2024Q4: not reported; 2025Q1: 3,718 shares; 2025Q2: 3,756 shares; 2025Q3: 4,397 shares; 2025Q4: 4,999 shares; 2026Q1: 43,218 shares 43,218 $2.85M 0.22% +38,219 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: 7,770 shares; 2024Q4: 8,210 shares; 2025Q1: 8,833 shares; 2025Q2: 9,510 shares; 2025Q3: 8,089 shares; 2025Q4: 10,520 shares; 2026Q1: 14,581 shares 14,581 $2.72M 0.21% +4,061 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,978 shares 24,978 $2.7M 0.21% new 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: 1,480 shares; 2024Q4: 7,155 shares; 2025Q1: 9,277 shares; 2025Q2: 10,307 shares; 2025Q3: 10,898 shares; 2025Q4: 13,593 shares; 2026Q1: 18,317 shares 18,317 $2.69M 0.21% +4,724 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: 2,098 shares; 2024Q4: 2,427 shares; 2025Q1: 2,869 shares; 2025Q2: 3,574 shares; 2025Q3: 3,954 shares; 2025Q4: 4,527 shares; 2026Q1: 5,473 shares 5,473 $2.69M 0.21% +946 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,110 shares; 2025Q2: 2,200 shares; 2025Q3: 2,094 shares; 2025Q4: 2,019 shares; 2026Q1: 2,023 shares 2,023 $2.67M 0.21% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,201 shares; 2026Q1: 11,897 shares 11,897 $2.36M 0.19% +3,696 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: 189,906 shares; 2024Q4: 202,152 shares; 2025Q1: 225,726 shares; 2025Q2: 240,711 shares; 2025Q3: 253,923 shares; 2025Q4: 52,471 shares; 2026Q1: 18,852 shares 18,852 $2.34M 0.18% -33,619 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: 30,109 shares; 2024Q4: 29,987 shares; 2025Q1: 29,499 shares; 2025Q2: 29,501 shares; 2025Q3: 28,442 shares; 2025Q4: 28,806 shares; 2026Q1: 27,925 shares 27,925 $2.31M 0.18% -881 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: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 376 shares; 2025Q4: 307 shares; 2026Q1: 1,555 shares 1,555 $2.29M 0.18% +1,248 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,330 shares; 2025Q1: 1,701 shares; 2025Q2: 1,713 shares; 2025Q3: 1,170 shares; 2025Q4: 1,209 shares; 2026Q1: 6,638 shares 6,638 $2.27M 0.18% +5,429 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,526 shares; 2025Q1: 4,475 shares; 2025Q2: 4,656 shares; 2025Q3: 4,833 shares; 2025Q4: 4,446 shares; 2026Q1: 4,415 shares 4,415 $2.21M 0.17% -31 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: 10,387 shares; 2024Q4: 10,373 shares; 2025Q1: 12,490 shares; 2025Q2: 12,970 shares; 2025Q3: 13,286 shares; 2025Q4: 13,822 shares; 2026Q1: 13,884 shares 13,884 $1.94M 0.15% +62 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: 6,852 shares; 2024Q4: 6,548 shares; 2025Q1: 5,754 shares; 2025Q2: 5,304 shares; 2025Q3: 5,240 shares; 2025Q4: 5,456 shares; 2026Q1: 5,558 shares 5,558 $1.88M 0.15% +102 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: 25,368 shares; 2024Q4: 25,147 shares; 2025Q1: 25,145 shares; 2025Q2: 25,046 shares; 2025Q3: 25,163 shares; 2025Q4: 25,199 shares; 2026Q1: 23,983 shares 23,983 $1.79M 0.14% -1,216 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: 5,277 shares; 2024Q4: 5,187 shares; 2025Q1: 4,967 shares; 2025Q2: 4,828 shares; 2025Q3: 4,608 shares; 2025Q4: 4,282 shares; 2026Q1: 3,725 shares 3,725 $1.73M 0.14% -557 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: 7,871 shares; 2024Q4: 7,731 shares; 2025Q1: 7,371 shares; 2025Q2: 7,452 shares; 2025Q3: 7,550 shares; 2025Q4: 7,561 shares; 2026Q1: 7,585 shares 7,585 $1.71M 0.14% +24 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,084 shares; 2025Q1: 2,087 shares; 2025Q2: 2,090 shares; 2025Q3: 2,150 shares; 2025Q4: 1,734 shares; 2026Q1: 1,755 shares 1,755 $1.69M 0.13% +21 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: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,504 shares; 2025Q2: 6,532 shares; 2025Q3: 6,683 shares; 2025Q4: 5,598 shares; 2026Q1: 5,600 shares 5,600 $1.65M 0.13% +2 Timeline JCPB 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: 22,391 shares; 2025Q4: 32,949 shares; 2026Q1: 34,557 shares 34,557 $1.63M 0.13% +1,608 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: 26,185 shares; 2024Q4: 26,636 shares; 2025Q1: 12,402 shares; 2025Q2: 11,382 shares; 2025Q3: 10,743 shares; 2025Q4: 12,010 shares; 2026Q1: 13,066 shares 13,066 $1.58M 0.12% +1,056 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: 8,675 shares; 2024Q4: 8,637 shares; 2025Q1: 9,499 shares; 2025Q2: 9,433 shares; 2025Q3: 9,060 shares; 2025Q4: 9,113 shares; 2026Q1: 9,024 shares 9,024 $1.57M 0.12% -89 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: 10,284 shares; 2024Q4: 9,909 shares; 2025Q1: 8,304 shares; 2025Q2: 7,906 shares; 2025Q3: 7,621 shares; 2025Q4: 7,274 shares; 2026Q1: 7,176 shares 7,176 $1.56M 0.12% -98 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: 5,463 shares; 2024Q4: 5,699 shares; 2025Q1: 5,829 shares; 2025Q2: 6,216 shares; 2025Q3: 7,377 shares; 2025Q4: 8,109 shares; 2026Q1: 3,358 shares 3,358 $1.55M 0.12% -4,751 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 12,853 shares; 2025Q1: 12,984 shares; 2025Q2: 22,338 shares; 2025Q3: 19,131 shares; 2025Q4: 18,642 shares; 2026Q1: 17,179 shares 17,179 $1.51M 0.12% -1,463 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: 36,849 shares; 2024Q4: 19,320 shares; 2025Q1: 20,533 shares; 2025Q2: 20,799 shares; 2025Q3: 19,517 shares; 2025Q4: 19,884 shares; 2026Q1: 19,498 shares 19,498 $1.49M 0.12% -386 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: 4,536 shares; 2024Q4: 4,544 shares; 2025Q1: 4,169 shares; 2025Q2: 3,960 shares; 2025Q3: 4,343 shares; 2025Q4: 5,103 shares; 2026Q1: 4,814 shares 4,814 $1.43M 0.11% -289 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: 6,073 shares; 2024Q4: 6,076 shares; 2025Q1: 6,080 shares; 2025Q2: 6,190 shares; 2025Q3: 6,270 shares; 2025Q4: 6,839 shares; 2026Q1: 6,794 shares 6,794 $1.41M 0.11% -45 Timeline SPTI 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: 9,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,531 shares; 2025Q4: 43,434 shares; 2026Q1: 48,920 shares 48,920 $1.4M 0.11% +5,486 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: 11,592 shares; 2024Q4: 11,432 shares; 2025Q1: 11,205 shares; 2025Q2: 11,690 shares; 2025Q3: 12,107 shares; 2025Q4: 12,059 shares; 2026Q1: 12,082 shares 12,082 $1.37M 0.11% +23 Timeline CBNA CHAIN BRIDGE BANCORP INC More: the full row for CHAIN BRIDGE BANCORP 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: 38,710 shares; 2026Q1: 38,710 shares 38,710 $1.35M 0.11% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 13,042 shares; 2025Q1: 12,960 shares; 2025Q2: 13,793 shares; 2025Q3: 14,406 shares; 2025Q4: 14,193 shares; 2026Q1: 13,782 shares 13,782 $1.34M 0.11% -411 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: 16,624 shares; 2024Q4: 16,980 shares; 2025Q1: 17,001 shares; 2025Q2: 17,022 shares; 2025Q3: 17,186 shares; 2025Q4: 16,192 shares; 2026Q1: 16,286 shares 16,286 $1.32M 0.1% +94 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,391 shares; 2024Q4: 10,391 shares; 2025Q1: 10,395 shares; 2025Q2: 10,391 shares; 2025Q3: 10,417 shares; 2025Q4: 10,417 shares; 2026Q1: 10,417 shares 10,417 $1.31M 0.1% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,475 shares; 2025Q1: 1,529 shares; 2025Q2: 1,292 shares; 2025Q3: 1,373 shares; 2025Q4: 1,849 shares; 2026Q1: 1,844 shares 1,844 $1.31M 0.1% -5 Timeline SHYD 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: 42,818 shares; 2024Q4: 45,717 shares; 2025Q1: 38,521 shares; 2025Q2: 38,594 shares; 2025Q3: 40,550 shares; 2025Q4: 44,124 shares; 2026Q1: 56,750 shares 56,750 $1.29M 0.1% +12,626 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: 11,830 shares; 2024Q4: 11,154 shares; 2025Q1: 9,888 shares; 2025Q2: 10,068 shares; 2025Q3: 9,801 shares; 2025Q4: 9,220 shares; 2026Q1: 8,256 shares 8,256 $1.21M 0.1% -964 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: 41,413 shares; 2024Q4: 40,922 shares; 2025Q1: 48,053 shares; 2025Q2: 46,349 shares; 2025Q3: 48,241 shares; 2025Q4: 42,156 shares; 2026Q1: 40,450 shares 40,450 $1.16M 0.09% -1,706 Timeline PVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,199 shares; 2025Q4: 24,615 shares; 2026Q1: 24,786 shares 24,786 $1.15M 0.09% +171 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: 5,341 shares; 2024Q4: 31,773 shares; 2025Q1: 32,812 shares; 2025Q2: 38,249 shares; 2025Q3: 36,922 shares; 2025Q4: 37,048 shares; 2026Q1: 37,005 shares 37,005 $1.15M 0.09% -43 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: 25,974 shares; 2024Q4: 26,123 shares; 2025Q1: 26,263 shares; 2025Q2: 27,060 shares; 2025Q3: 27,407 shares; 2025Q4: 27,301 shares; 2026Q1: 27,261 shares 27,261 $1.12M 0.09% -40 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: 4,110 shares; 2024Q4: 4,134 shares; 2025Q1: 3,843 shares; 2025Q2: 6,128 shares; 2025Q3: 6,374 shares; 2025Q4: 6,502 shares; 2026Q1: 6,538 shares 6,538 $1.08M 0.08% +36 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,167 shares; 2025Q1: 1,183 shares; 2025Q2: 1,167 shares; 2025Q3: 1,004 shares; 2025Q4: 958 shares; 2026Q1: 974 shares 974 $1.06M 0.08% +16 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 3,837 shares; 2025Q2: 3,680 shares; 2025Q3: 4,120 shares; 2025Q4: 4,375 shares; 2026Q1: 4,793 shares 4,793 $1.03M 0.08% +418 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: not reported; 2025Q3: 6,616 shares; 2025Q4: 8,323 shares; 2026Q1: 11,033 shares 11,033 $1.02M 0.08% +2,710 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: 2,667 shares; 2024Q4: 2,388 shares; 2025Q1: 2,076 shares; 2025Q2: 11,270 shares; 2025Q3: 8,829 shares; 2025Q4: 8,824 shares; 2026Q1: 7,709 shares 7,709 $1.02M 0.08% -1,115 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: 8,889 shares; 2024Q4: 8,591 shares; 2025Q1: 8,713 shares; 2025Q2: 8,611 shares; 2025Q3: 8,701 shares; 2025Q4: 8,711 shares; 2026Q1: 8,711 shares 8,711 $1.01M 0.08% 0 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: 4,373 shares; 2024Q4: 4,483 shares; 2025Q1: 4,532 shares; 2025Q2: 4,737 shares; 2025Q3: 3,673 shares; 2025Q4: 3,689 shares; 2026Q1: 3,074 shares 3,074 $1.01M 0.08% -615 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 6,862 shares; 2025Q1: 6,720 shares; 2025Q2: 6,767 shares; 2025Q3: 6,809 shares; 2025Q4: 6,809 shares; 2026Q1: 6,827 shares 6,827 $996K 0.08% +18 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: 14,849 shares; 2024Q4: 13,822 shares; 2025Q1: 13,086 shares; 2025Q2: 12,796 shares; 2025Q3: 13,013 shares; 2025Q4: 13,755 shares; 2026Q1: 13,740 shares 13,740 $987K 0.08% -15 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: 14,504 shares; 2024Q4: 28,896 shares; 2025Q1: 28,232 shares; 2025Q2: 41,116 shares; 2025Q3: 38,529 shares; 2025Q4: 37,813 shares; 2026Q1: 37,725 shares 37,725 $934K 0.07% -88 Timeline IWB 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: 1,296 shares; 2024Q4: 1,646 shares; 2025Q1: 1,007 shares; 2025Q2: 2,747 shares; 2025Q3: 2,548 shares; 2025Q4: 2,606 shares; 2026Q1: 2,588 shares 2,588 $923K 0.07% -18 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: 18,841 shares; 2024Q4: 19,165 shares; 2025Q1: 18,892 shares; 2025Q2: 19,205 shares; 2025Q3: 19,476 shares; 2025Q4: 20,300 shares; 2026Q1: 20,041 shares 20,041 $921K 0.07% -259 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,015 shares; 2025Q1: 4,006 shares; 2025Q2: 4,595 shares; 2025Q3: 4,736 shares; 2025Q4: 5,020 shares; 2026Q1: 5,031 shares 5,031 $918K 0.07% +11 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 17,790 shares 17,790 $912K 0.07% 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: 10,541 shares; 2024Q4: 10,846 shares; 2025Q1: 10,410 shares; 2025Q2: 10,675 shares; 2025Q3: 8,817 shares; 2025Q4: 8,363 shares; 2026Q1: 7,522 shares 7,522 $892K 0.07% -841 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: 6,014 shares; 2024Q4: 5,525 shares; 2025Q1: 5,832 shares; 2025Q2: 4,944 shares; 2025Q3: 4,885 shares; 2025Q4: 4,605 shares; 2026Q1: 4,539 shares 4,539 $881K 0.07% -66 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: 3,665 shares; 2024Q4: 3,638 shares; 2025Q1: 2,934 shares; 2025Q2: 2,914 shares; 2025Q3: 2,953 shares; 2025Q4: 2,883 shares; 2026Q1: 2,884 shares 2,884 $877K 0.07% +1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,476 shares; 2025Q3: 1,541 shares; 2025Q4: 1,857 shares; 2026Q1: 1,979 shares 1,979 $851K 0.07% +122 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: 8,717 shares; 2024Q4: 3,988 shares; 2025Q1: 3,275 shares; 2025Q2: 3,272 shares; 2025Q3: 3,383 shares; 2025Q4: 3,382 shares; 2026Q1: 3,385 shares 3,385 $821K 0.06% +3 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: 23,088 shares; 2024Q4: 22,861 shares; 2025Q1: 25,737 shares; 2025Q2: 25,524 shares; 2025Q3: 25,548 shares; 2025Q4: 17,575 shares; 2026Q1: 16,465 shares 16,465 $813K 0.06% -1,110 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: 3,876 shares; 2024Q4: 3,876 shares; 2025Q1: 3,892 shares; 2025Q2: 3,882 shares; 2025Q3: 3,954 shares; 2025Q4: 3,976 shares; 2026Q1: 3,956 shares 3,956 $807K 0.06% -20 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,331 shares; 2025Q1: 8,398 shares; 2025Q2: 8,106 shares; 2025Q3: 8,135 shares; 2025Q4: 12,073 shares; 2026Q1: 12,942 shares 12,942 $793K 0.06% +869 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,253 shares; 2024Q4: 49,593 shares; 2025Q1: 47,727 shares; 2025Q2: 49,840 shares; 2025Q3: 34,492 shares; 2025Q4: 21,269 shares; 2026Q1: 21,118 shares 21,118 $790K 0.06% -151 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: 55,430 shares; 2024Q4: 24,679 shares; 2025Q1: 22,432 shares; 2025Q2: 21,166 shares; 2025Q3: 16,733 shares; 2025Q4: 17,543 shares; 2026Q1: 15,773 shares 15,773 $769K 0.06% -1,770 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: 8,146 shares; 2024Q4: 8,172 shares; 2025Q1: 8,176 shares; 2025Q2: 16,448 shares; 2025Q3: 16,760 shares; 2025Q4: 16,544 shares; 2026Q1: 16,544 shares 16,544 $768K 0.06% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,096 shares; 2025Q1: 2,977 shares; 2025Q2: 2,984 shares; 2025Q3: 2,993 shares; 2025Q4: 2,999 shares; 2026Q1: 3,005 shares 3,005 $765K 0.06% +6 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: 7,141 shares; 2024Q4: 7,356 shares; 2025Q1: 6,105 shares; 2025Q2: 8,028 shares; 2025Q3: 8,344 shares; 2025Q4: 8,473 shares; 2026Q1: 7,703 shares 7,703 $742K 0.06% -770 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 8,638 shares; 2025Q1: 8,056 shares; 2025Q2: 7,642 shares; 2025Q3: 8,168 shares; 2025Q4: 8,091 shares; 2026Q1: 7,753 shares 7,753 $720K 0.06% -338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,576 shares; 2025Q3: 14,710 shares; 2025Q4: 3,913 shares; 2026Q1: 3,952 shares 3,952 $720K 0.06% +39 Timeline BRK-A 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 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.06% 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: 2,523 shares; 2024Q4: 2,593 shares; 2025Q1: 2,546 shares; 2025Q2: 2,369 shares; 2025Q3: 2,537 shares; 2025Q4: 2,517 shares; 2026Q1: 2,529 shares 2,529 $714K 0.06% +12 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: 2,075 shares; 2024Q4: 1,994 shares; 2025Q1: 1,966 shares; 2025Q2: 2,036 shares; 2025Q3: 2,267 shares; 2025Q4: 3,549 shares; 2026Q1: 3,698 shares 3,698 $713K 0.06% +149 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: 10,915 shares; 2024Q4: 14,719 shares; 2025Q1: 14,719 shares; 2025Q2: 19,795 shares; 2025Q3: 15,974 shares; 2025Q4: 16,236 shares; 2026Q1: 15,316 shares 15,316 $699K 0.06% -920 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: 12,175 shares; 2024Q4: 13,084 shares; 2025Q1: 14,430 shares; 2025Q2: 16,325 shares; 2025Q3: 16,255 shares; 2025Q4: 17,676 shares; 2026Q1: 4,767 shares 4,767 $689K 0.05% -12,909 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: 25,912 shares; 2024Q4: 15,565 shares; 2025Q1: 11,885 shares; 2025Q2: 10,563 shares; 2025Q3: 14,953 shares; 2025Q4: 14,524 shares; 2026Q1: 15,505 shares 15,505 $684K 0.05% +981 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 6,345 shares; 2025Q2: 6,335 shares; 2025Q3: 4,667 shares; 2025Q4: 4,313 shares; 2026Q1: 4,306 shares 4,306 $677K 0.05% -7 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,583 shares; 2024Q4: 63,983 shares; 2025Q1: 63,983 shares; 2025Q2: 63,983 shares; 2025Q3: 66,677 shares; 2025Q4: 65,652 shares; 2026Q1: 65,689 shares 65,689 $675K 0.05% +37 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,308 shares; 2024Q4: 14,140 shares; 2025Q1: 14,261 shares; 2025Q2: 13,148 shares; 2025Q3: 13,175 shares; 2025Q4: 12,921 shares; 2026Q1: 12,712 shares 12,712 $673K 0.05% -209 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 13,944 shares; 2025Q1: 13,919 shares; 2025Q2: 13,888 shares; 2025Q3: 16,036 shares; 2025Q4: 16,036 shares; 2026Q1: 16,576 shares 16,576 $669K 0.05% +540 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: 7,333 shares; 2024Q4: 6,840 shares; 2025Q1: 7,003 shares; 2025Q2: 6,818 shares; 2025Q3: 5,526 shares; 2025Q4: 6,179 shares; 2026Q1: 6,679 shares 6,679 $662K 0.05% +500 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,493 shares; 2024Q4: 16,935 shares; 2025Q1: 17,325 shares; 2025Q2: 17,733 shares; 2025Q3: 18,010 shares; 2025Q4: 18,167 shares; 2026Q1: 18,744 shares 18,744 $653K 0.05% +577 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: 12,684 shares; 2024Q4: 12,684 shares; 2025Q1: 14,359 shares; 2025Q2: 14,359 shares; 2025Q3: 18,100 shares; 2025Q4: 14,589 shares; 2026Q1: 13,562 shares 13,562 $649K 0.05% -1,027 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: 11,465 shares; 2024Q4: 11,465 shares; 2025Q1: 11,465 shares; 2025Q2: 11,565 shares; 2025Q3: 11,565 shares; 2025Q4: 11,820 shares; 2026Q1: 11,820 shares 11,820 $640K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 688 shares; 2026Q1: 726 shares 726 $634K 0.05% +38 Timeline LRGF 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: 13,550 shares; 2025Q3: 9,864 shares; 2025Q4: 9,864 shares; 2026Q1: 9,464 shares 9,464 $625K 0.05% -400 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: 19,639 shares; 2024Q4: 19,634 shares; 2025Q1: 19,087 shares; 2025Q2: 18,750 shares; 2025Q3: 18,995 shares; 2025Q4: 19,478 shares; 2026Q1: 19,040 shares 19,040 $609K 0.05% -438 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: 7,408 shares; 2024Q4: 7,292 shares; 2025Q1: 7,493 shares; 2025Q2: 7,732 shares; 2025Q3: 6,119 shares; 2025Q4: 6,107 shares; 2026Q1: 6,294 shares 6,294 $591K 0.05% +187 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,667 shares 11,667 $590K 0.05% 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: 2,334 shares; 2024Q4: 2,511 shares; 2025Q1: 2,941 shares; 2025Q2: 3,076 shares; 2025Q3: 3,291 shares; 2025Q4: 3,765 shares; 2026Q1: 1,350 shares 1,350 $584K 0.05% -2,415 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 35,735 shares; 2026Q1: 34,931 shares 34,931 $580K 0.05% -804 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: 7,014 shares; 2024Q4: 6,059 shares; 2025Q1: 5,729 shares; 2025Q2: 6,231 shares; 2025Q3: 6,835 shares; 2025Q4: 7,052 shares; 2026Q1: 7,447 shares 7,447 $578K 0.05% +395 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 17,507 shares; 2025Q4: 28,184 shares; 2026Q1: 28,328 shares 28,328 $553K 0.04% +144 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: 3,662 shares; 2024Q4: 939 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 978 shares; 2025Q4: 1,036 shares; 2026Q1: 1,053 shares 1,053 $550K 0.04% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 2,232 shares; 2025Q4: 2,293 shares; 2026Q1: 2,867 shares 2,867 $550K 0.04% +574 Timeline SMH 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: 4,333 shares; 2024Q4: 4,243 shares; 2025Q1: 3,445 shares; 2025Q2: 3,080 shares; 2025Q3: 3,147 shares; 2025Q4: 1,473 shares; 2026Q1: 1,415 shares 1,415 $543K 0.04% -58 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 129 shares; 2025Q4: 130 shares; 2026Q1: 128 shares 128 $539K 0.04% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares; 2026Q1: 2,146 shares 2,146 $538K 0.04% +91 Timeline XVV 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: 4,301 shares; 2025Q4: 4,436 shares; 2026Q1: 10,897 shares 10,897 $536K 0.04% +6,461 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,576 shares; 2025Q1: 3,721 shares; 2025Q2: 4,841 shares; 2025Q3: 4,927 shares; 2025Q4: 4,874 shares; 2026Q1: 4,716 shares 4,716 $534K 0.04% -158 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $534K 0.04% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,374 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,559 shares 3,559 $532K 0.04% 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: 2,602 shares; 2024Q4: 2,459 shares; 2025Q1: 2,766 shares; 2025Q2: 2,917 shares; 2025Q3: 3,259 shares; 2025Q4: 3,234 shares; 2026Q1: 3,208 shares 3,208 $530K 0.04% -26 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: 820 shares; 2024Q4: 794 shares; 2025Q1: 761 shares; 2025Q2: 763 shares; 2025Q3: 764 shares; 2025Q4: 780 shares; 2026Q1: 802 shares 802 $524K 0.04% +22 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: 1,390 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,407 shares; 2025Q3: 1,479 shares; 2025Q4: 1,470 shares; 2026Q1: 1,512 shares 1,512 $522K 0.04% +42 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,340 shares; 2025Q2: 6,364 shares; 2025Q3: 6,321 shares; 2025Q4: 6,179 shares; 2026Q1: 6,457 shares 6,457 $520K 0.04% +278 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: 456,941 shares; 2024Q4: 5,673 shares; 2025Q1: 5,576 shares; 2025Q2: 5,377 shares; 2025Q3: 5,667 shares; 2025Q4: 5,398 shares; 2026Q1: 6,474 shares 6,474 $513K 0.04% +1,076 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,980 shares; 2025Q1: 2,796 shares; 2025Q2: 2,938 shares; 2025Q3: 3,028 shares; 2025Q4: 2,007 shares; 2026Q1: 2,062 shares 2,062 $487K 0.04% +55 Timeline QQQM 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: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,948 shares; 2026Q1: 2,039 shares 2,039 $485K 0.04% +91 Timeline CLOI 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: 6,727 shares; 2026Q1: 9,151 shares 9,151 $482K 0.04% +2,424 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: 471 shares; 2024Q4: 445 shares; 2025Q1: 452 shares; 2025Q2: 458 shares; 2025Q3: 489 shares; 2025Q4: 473 shares; 2026Q1: 554 shares 554 $480K 0.04% +81 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: 450 shares; 2024Q4: 2,391 shares; 2025Q1: 3,358 shares; 2025Q2: 3,654 shares; 2025Q3: 810 shares; 2025Q4: 812 shares; 2026Q1: 811 shares 811 $477K 0.04% -1 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 19,773 shares; 2025Q1: 19,773 shares; 2025Q2: 19,773 shares; 2025Q3: 19,773 shares; 2025Q4: 19,773 shares; 2026Q1: 19,773 shares 19,773 $473K 0.04% 0 Timeline NXJ NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,778 shares; 2024Q4: 43,290 shares; 2025Q1: 43,290 shares; 2025Q2: 40,890 shares; 2025Q3: 40,690 shares; 2025Q4: 38,378 shares; 2026Q1: 38,176 shares 38,176 $473K 0.04% -202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,513 shares; 2026Q1: 5,513 shares 5,513 $468K 0.04% 0 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: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 8,631 shares; 2025Q2: 8,517 shares; 2025Q3: 6,903 shares; 2025Q4: 7,182 shares; 2026Q1: 7,444 shares 7,444 $467K 0.04% +262 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: 5,648 shares; 2024Q4: 5,685 shares; 2025Q1: 5,347 shares; 2025Q2: 4,331 shares; 2025Q3: 4,808 shares; 2025Q4: 6,914 shares; 2026Q1: 7,391 shares 7,391 $448K 0.04% +477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $447K 0.04% new 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: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 2,135 shares; 2025Q4: 2,097 shares; 2026Q1: 2,095 shares 2,095 $440K 0.03% -2 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: 3,520 shares; 2024Q4: 3,807 shares; 2025Q1: 4,204 shares; 2025Q2: 4,729 shares; 2025Q3: 4,884 shares; 2025Q4: 6,169 shares; 2026Q1: 881 shares 881 $437K 0.03% -5,288 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 9,142 shares; 2025Q4: 9,142 shares; 2026Q1: 9,142 shares 9,142 $433K 0.03% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 7,802 shares; 2026Q1: 8,576 shares 8,576 $433K 0.03% +774 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: 9,013 shares; 2024Q4: 9,013 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares; 2025Q4: 8,611 shares; 2026Q1: 8,611 shares 8,611 $430K 0.03% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,023 shares; 2025Q1: 2,048 shares; 2025Q2: 2,006 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 2,467 shares 2,467 $428K 0.03% +15 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: 4,947 shares; 2024Q4: 4,530 shares; 2025Q1: 3,902 shares; 2025Q2: 4,304 shares; 2025Q3: 4,306 shares; 2025Q4: 5,860 shares; 2026Q1: 4,355 shares 4,355 $426K 0.03% -1,505 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,202 shares; 2025Q4: 10,162 shares; 2026Q1: 10,214 shares 10,214 $417K 0.03% +52 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,567 shares; 2025Q1: 1,527 shares; 2025Q2: 1,438 shares; 2025Q3: 1,167 shares; 2025Q4: 1,406 shares; 2026Q1: 1,152 shares 1,152 $412K 0.03% -254 Timeline QQQJ 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: 21,670 shares; 2024Q4: 21,135 shares; 2025Q1: 18,631 shares; 2025Q2: 16,985 shares; 2025Q3: 15,588 shares; 2025Q4: 13,318 shares; 2026Q1: 11,364 shares 11,364 $411K 0.03% -1,954 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 5,928 shares 5,928 $410K 0.03% 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,100 shares; 2025Q2: 1,093 shares; 2025Q3: 1,273 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares 1,271 $407K 0.03% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 20,363 shares; 2026Q1: 20,701 shares 20,701 $406K 0.03% +338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 881 shares; 2026Q1: 947 shares 947 $402K 0.03% +66 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: 21,196 shares; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,655 shares; 2025Q3: 15,362 shares; 2025Q4: 15,362 shares; 2026Q1: 15,362 shares 15,362 $398K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,946 shares; 2025Q3: 7,651 shares; 2025Q4: 7,629 shares; 2026Q1: 7,515 shares 7,515 $395K 0.03% -114 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: 8,776 shares; 2024Q4: 8,205 shares; 2025Q1: 7,752 shares; 2025Q2: 7,752 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares; 2026Q1: 7,230 shares 7,230 $392K 0.03% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares 1,276 $384K 0.03% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,867 shares 2,867 $380K 0.03% 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: 1,161 shares; 2024Q4: 1,107 shares; 2025Q1: 1,110 shares; 2025Q2: 1,105 shares; 2025Q3: 1,147 shares; 2025Q4: 1,148 shares; 2026Q1: 1,154 shares 1,154 $378K 0.03% +6 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,443 shares; 2025Q1: 1,619 shares; 2025Q2: 1,726 shares; 2025Q3: 1,821 shares; 2025Q4: 1,811 shares; 2026Q1: 2,084 shares 2,084 $364K 0.03% +273 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: 1,723 shares; 2024Q4: 1,687 shares; 2025Q1: 1,587 shares; 2025Q2: 1,585 shares; 2025Q3: 1,485 shares; 2025Q4: 1,379 shares; 2026Q1: 1,472 shares 1,472 $359K 0.03% +93 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 14,640 shares; 2025Q1: 15,766 shares; 2025Q2: 16,285 shares; 2025Q3: 12,664 shares; 2025Q4: 12,213 shares; 2026Q1: 11,669 shares 11,669 $358K 0.03% -544 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: 4,762 shares; 2024Q4: 4,763 shares; 2025Q1: 4,721 shares; 2025Q2: 2,033 shares; 2025Q3: 1,697 shares; 2025Q4: 1,395 shares; 2026Q1: 1,435 shares 1,435 $349K 0.03% +40 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: 4,194 shares; 2024Q4: 4,198 shares; 2025Q1: 4,206 shares; 2025Q2: 4,201 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares; 2026Q1: 4,307 shares 4,307 $345K 0.03% +6 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: 2,828 shares; 2024Q4: 3,124 shares; 2025Q1: 3,743 shares; 2025Q2: 4,389 shares; 2025Q3: 4,642 shares; 2025Q4: 541 shares; 2026Q1: 567 shares 567 $343K 0.03% +26 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 5,298 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,365 shares; 2025Q4: 5,365 shares; 2026Q1: 5,401 shares 5,401 $339K 0.03% +36 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: 3,892 shares; 2024Q4: 3,778 shares; 2025Q1: 3,830 shares; 2025Q2: 3,704 shares; 2025Q3: 3,817 shares; 2025Q4: 3,775 shares; 2026Q1: 4,140 shares 4,140 $338K 0.03% +365 Timeline DGRS 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: 6,194 shares; 2024Q4: 6,229 shares; 2025Q1: 6,277 shares; 2025Q2: 6,888 shares; 2025Q3: 6,856 shares; 2025Q4: 6,899 shares; 2026Q1: 6,332 shares 6,332 $335K 0.03% -567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,999 shares; 2026Q1: 2,950 shares 2,950 $334K 0.03% -49 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 868 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 874 shares; 2025Q4: 870 shares; 2026Q1: 962 shares 962 $329K 0.03% +92 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 4,138 shares; 2026Q1: 4,138 shares 4,138 $327K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 217 shares; 2025Q3: 157 shares; 2025Q4: 165 shares; 2026Q1: 188 shares 188 $325K 0.03% +23 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: 12,981 shares; 2024Q4: 13,361 shares; 2025Q1: 12,641 shares; 2025Q2: 13,781 shares; 2025Q3: 14,893 shares; 2025Q4: 15,477 shares; 2026Q1: 11,150 shares 11,150 $323K 0.03% -4,327 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 2,025 shares; 2025Q3: 2,084 shares; 2025Q4: 1,958 shares; 2026Q1: 1,957 shares 1,957 $323K 0.03% -1 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,207 shares 3,207 $323K 0.03% new Timeline DON 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: 6,845 shares; 2024Q4: 6,822 shares; 2025Q1: 6,857 shares; 2025Q2: 6,808 shares; 2025Q3: 6,769 shares; 2025Q4: 6,818 shares; 2026Q1: 6,119 shares 6,119 $322K 0.03% -699 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,317 shares; 2025Q3: 11,829 shares; 2025Q4: 11,841 shares; 2026Q1: 11,052 shares 11,052 $321K 0.03% -789 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 995 shares; 2025Q4: 1,453 shares; 2026Q1: 1,456 shares 1,456 $313K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,923 shares; 2025Q4: 8,306 shares; 2026Q1: 8,108 shares 8,108 $312K 0.02% -198 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 4,689 shares; 2025Q1: 4,898 shares; 2025Q2: 4,671 shares; 2025Q3: 4,691 shares; 2025Q4: 4,691 shares; 2026Q1: 4,691 shares 4,691 $309K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,997 shares; 2025Q2: 2,163 shares; 2025Q3: 2,515 shares; 2025Q4: 2,804 shares; 2026Q1: 2,758 shares 2,758 $307K 0.02% -46 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $300K 0.02% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 2,999 shares; 2025Q4: 2,999 shares; 2026Q1: 2,999 shares 2,999 $298K 0.02% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,132 shares; 2025Q1: 5,738 shares; 2025Q2: 5,567 shares; 2025Q3: 5,232 shares; 2025Q4: 4,281 shares; 2026Q1: 5,477 shares 5,477 $295K 0.02% +1,196 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: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares 1,821 $295K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,437 shares; 2025Q1: 5,855 shares; 2025Q2: 6,281 shares; 2025Q3: 1,507 shares; 2025Q4: 1,814 shares; 2026Q1: 1,482 shares 1,482 $294K 0.02% -332 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,699 shares; 2024Q4: 19,084 shares; 2025Q1: 19,232 shares; 2025Q2: 19,655 shares; 2025Q3: 20,062 shares; 2025Q4: 20,241 shares; 2026Q1: 19,561 shares 19,561 $289K 0.02% -680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: 505 shares 505 $284K 0.02% -1 Timeline IWV 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: 752 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 754 shares; 2025Q3: 755 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $280K 0.02% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,603 shares; 2025Q1: 4,601 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares; 2025Q4: 4,601 shares; 2026Q1: 4,601 shares 4,601 $280K 0.02% 0 Timeline SMLF 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: 5,212 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,705 shares 3,705 $280K 0.02% -122 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,511 shares; 2025Q2: 1,458 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares 1,463 $277K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 6,316 shares; 2025Q1: 5,415 shares; 2025Q2: 5,142 shares; 2025Q3: 4,793 shares; 2025Q4: 4,262 shares; 2026Q1: 4,291 shares 4,291 $277K 0.02% +29 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,469 shares 5,469 $277K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: 1,308 shares 1,308 $276K 0.02% -4 Timeline SHV 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: 3,792 shares; 2024Q4: 2,873 shares; 2025Q1: 2,636 shares; 2025Q2: 2,398 shares; 2025Q3: 2,405 shares; 2025Q4: 2,385 shares; 2026Q1: 2,478 shares 2,478 $274K 0.02% +93 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: 2,163 shares; 2024Q4: not reported; 2025Q1: 2,173 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares 2,163 $271K 0.02% 0 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: 5,681 shares; 2024Q4: 5,519 shares; 2025Q1: 5,304 shares; 2025Q2: 5,120 shares; 2025Q3: 5,248 shares; 2025Q4: 5,270 shares; 2026Q1: 5,817 shares 5,817 $263K 0.02% +547 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,722 shares; 2025Q2: 1,779 shares; 2025Q3: 1,271 shares; 2025Q4: 1,289 shares; 2026Q1: 1,300 shares 1,300 $259K 0.02% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 751 shares; 2026Q1: 791 shares 791 $254K 0.02% +40 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,394 shares 12,394 $239K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares 675 $237K 0.02% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,551 shares; 2025Q3: 4,832 shares; 2025Q4: 4,832 shares; 2026Q1: 4,747 shares 4,747 $236K 0.02% -85 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 588 shares; 2026Q1: 589 shares 589 $235K 0.02% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 3,091 shares; 2025Q4: 3,070 shares; 2026Q1: 2,990 shares 2,990 $235K 0.02% -80 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,263 shares 2,263 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 71 shares; 2026Q1: 68 shares 68 $230K 0.02% -3 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: 874 shares; 2024Q4: 881 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 782 shares; 2025Q4: 928 shares; 2026Q1: 787 shares 787 $226K 0.02% -141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,385 shares 2,385 $222K 0.02% new 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: 1,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,521 shares; 2025Q3: 1,102 shares; 2025Q4: 1,122 shares; 2026Q1: 1,063 shares 1,063 $222K 0.02% -59 Timeline ITM 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: not reported; 2026Q1: 4,763 shares 4,763 $221K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares; 2026Q1: 2,628 shares 2,628 $217K 0.02% +216 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,008 shares; 2025Q3: not reported; 2025Q4: 1,682 shares; 2026Q1: 1,633 shares 1,633 $214K 0.02% -49 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares; 2026Q1: 2,331 shares 2,331 $214K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,835 shares; 2025Q1: not reported; 2025Q2: 7,598 shares; 2025Q3: 6,389 shares; 2025Q4: 6,389 shares; 2026Q1: 6,403 shares 6,403 $213K 0.02% +14 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 22,028 shares 22,028 $213K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 4,034 shares; 2025Q1: 1,097 shares; 2025Q2: 1,005 shares; 2025Q3: 1,104 shares; 2025Q4: 996 shares; 2026Q1: 783 shares 783 $212K 0.02% -213 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,393 shares 1,393 $209K 0.02% new Timeline FDLO 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: 3,791 shares; 2024Q4: 3,798 shares; 2025Q1: 3,806 shares; 2025Q2: 3,540 shares; 2025Q3: 3,225 shares; 2025Q4: not reported; 2026Q1: 3,224 shares 3,224 $208K 0.02% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,302 shares; 2025Q1: 10,592 shares; 2025Q2: not reported; 2025Q3: 11,455 shares; 2025Q4: 11,662 shares; 2026Q1: 12,134 shares 12,134 $208K 0.02% +472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,006 shares 2,006 $206K 0.02% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,642 shares; 2026Q1: 17,685 shares 17,685 $204K 0.02% +43 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,504 shares 1,504 $204K 0.02% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 4,669 shares; 2025Q4: not reported; 2026Q1: 3,274 shares 3,274 $203K 0.02% new 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: 2,539 shares; 2024Q4: 2,564 shares; 2025Q1: 1,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,339 shares 1,339 $203K 0.02% new 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: 10,803 shares; 2024Q4: 10,803 shares; 2025Q1: 10,803 shares; 2025Q2: 10,803 shares; 2025Q3: 10,803 shares; 2025Q4: 10,803 shares; 2026Q1: 10,803 shares 10,803 $172K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,063 shares 16,063 $80.8K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,680 shares 11,680 $80.2K 0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,529 shares; 2025Q1: 11,793 shares; 2025Q2: 12,073 shares; 2025Q3: 12,358 shares; 2025Q4: 12,650 shares; 2026Q1: 11,612 shares 11,612 $54.3K <0.01% -1,038 Timeline