MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 192,834 shares; 2025Q1: 194,300 shares; 2025Q2: 199,365 shares; 2025Q3: 202,689 shares; 2025Q4: 224,025 shares; 2026Q1: 220,551 shares 220,551 $22.2M 8.33% -3,474 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,969 shares; 2025Q4: 199,101 shares; 2026Q1: 187,070 shares 187,070 $14.2M 5.32% -12,031 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: not loaded; 2024Q4: 55,240 shares; 2025Q1: 55,440 shares; 2025Q2: 200,073 shares; 2025Q3: 243,924 shares; 2025Q4: 243,479 shares; 2026Q1: 295,565 shares 295,565 $14M 5.26% +52,086 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,319 shares; 2025Q1: 126,669 shares; 2025Q2: 146,393 shares; 2025Q3: 145,806 shares; 2025Q4: 145,565 shares; 2026Q1: 200,814 shares 200,814 $12.6M 4.72% +55,249 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,033 shares; 2025Q1: 125,221 shares; 2025Q2: 133,234 shares; 2025Q3: 134,440 shares; 2025Q4: 133,450 shares; 2026Q1: 132,503 shares 132,503 $11.3M 4.26% -947 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: not loaded; 2024Q4: 21,483 shares; 2025Q1: 21,497 shares; 2025Q2: 22,100 shares; 2025Q3: 91,229 shares; 2025Q4: 91,170 shares; 2026Q1: 90,802 shares 90,802 $10.6M 3.97% -368 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146,915 shares; 2025Q1: 143,850 shares; 2025Q2: 142,181 shares; 2025Q3: 138,477 shares; 2025Q4: 138,542 shares; 2026Q1: 148,912 shares 148,912 $8.21M 3.09% +10,370 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,514 shares; 2025Q4: 86,868 shares; 2026Q1: 104,492 shares 104,492 $8.11M 3.05% +17,624 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: not loaded; 2024Q4: 13,754 shares; 2025Q1: 13,795 shares; 2025Q2: 13,381 shares; 2025Q3: 64,028 shares; 2025Q4: 63,853 shares; 2026Q1: 65,099 shares 65,099 $5.39M 2.02% +1,246 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: not loaded; 2024Q4: 43,714 shares; 2025Q1: 44,226 shares; 2025Q2: 43,063 shares; 2025Q3: 41,399 shares; 2025Q4: 41,106 shares; 2026Q1: 40,590 shares 40,590 $5.05M 1.9% -516 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: not loaded; 2024Q4: 28,044 shares; 2025Q1: 28,811 shares; 2025Q2: 28,424 shares; 2025Q3: 129,060 shares; 2025Q4: 17,899 shares; 2026Q1: 132,968 shares 132,968 $4.68M 1.76% +115,069 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 loaded; 2024Q4: 24,335 shares; 2025Q1: 25,495 shares; 2025Q2: 38,642 shares; 2025Q3: 39,494 shares; 2025Q4: 40,571 shares; 2026Q1: 45,062 shares 45,062 $4.58M 1.72% +4,491 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,966 shares; 2025Q1: 54,780 shares; 2025Q2: 51,901 shares; 2025Q3: 50,154 shares; 2025Q4: 48,398 shares; 2026Q1: 46,783 shares 46,783 $4.34M 1.63% -1,615 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: not loaded; 2024Q4: 23,794 shares; 2025Q1: 21,846 shares; 2025Q2: 21,668 shares; 2025Q3: 21,215 shares; 2025Q4: 21,319 shares; 2026Q1: 25,366 shares 25,366 $4.3M 1.62% +4,047 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,959 shares; 2025Q4: 74,510 shares; 2026Q1: 73,517 shares 73,517 $3.94M 1.48% -993 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,982 shares; 2025Q2: 47,608 shares; 2025Q3: 65,857 shares; 2025Q4: 87,440 shares; 2026Q1: 95,270 shares 95,270 $3.85M 1.44% +7,830 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: not loaded; 2024Q4: 15,199 shares; 2025Q1: 15,028 shares; 2025Q2: 14,870 shares; 2025Q3: 26,282 shares; 2025Q4: 26,111 shares; 2026Q1: 26,705 shares 26,705 $3.68M 1.38% +594 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: not loaded; 2024Q4: 3,410 shares; 2025Q1: 145,871 shares; 2025Q2: 153,029 shares; 2025Q3: 162,302 shares; 2025Q4: 162,311 shares; 2026Q1: 162,518 shares 162,518 $3.63M 1.36% +207 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,020 shares; 2025Q1: 92,058 shares; 2025Q2: 94,074 shares; 2025Q3: 97,692 shares; 2025Q4: 108,490 shares; 2026Q1: 152,854 shares 152,854 $3.61M 1.35% +44,364 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: not loaded; 2024Q4: 4,718 shares; 2025Q1: 5,493 shares; 2025Q2: 5,455 shares; 2025Q3: 5,408 shares; 2025Q4: 5,447 shares; 2026Q1: 5,440 shares 5,440 $3.54M 1.33% -7 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,749 shares; 2025Q1: 10,532 shares; 2025Q2: 15,734 shares; 2025Q3: 53,501 shares; 2025Q4: 86,867 shares; 2026Q1: 104,434 shares 104,434 $3.53M 1.33% +17,567 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,918 shares 12,918 $3.49M 1.31% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,282 shares; 2025Q1: 10,792 shares; 2025Q2: 10,784 shares; 2025Q3: 10,454 shares; 2025Q4: 9,808 shares; 2026Q1: 10,653 shares 10,653 $3.06M 1.15% +845 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,723 shares; 2025Q1: 74,019 shares; 2025Q2: 90,339 shares; 2025Q3: 126,733 shares; 2025Q4: 128,837 shares; 2026Q1: 132,271 shares 132,271 $3.04M 1.14% +3,434 Timeline FNDF 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 loaded; 2024Q4: 15,907 shares; 2025Q1: 24,478 shares; 2025Q2: 47,133 shares; 2025Q3: 50,933 shares; 2025Q4: 57,751 shares; 2026Q1: 64,476 shares 64,476 $2.92M 1.09% +6,725 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: not loaded; 2024Q4: 12,501 shares; 2025Q1: 12,819 shares; 2025Q2: 12,134 shares; 2025Q3: 13,159 shares; 2025Q4: 13,261 shares; 2026Q1: 13,218 shares 13,218 $2.73M 1.03% -43 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,441 shares; 2025Q1: 11,950 shares; 2025Q2: 17,888 shares; 2025Q3: 36,549 shares; 2025Q4: 43,885 shares; 2026Q1: 68,481 shares 68,481 $2.56M 0.96% +24,596 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: not loaded; 2024Q4: 6,100 shares; 2025Q1: 6,475 shares; 2025Q2: 6,435 shares; 2025Q3: 49,989 shares; 2025Q4: 50,098 shares; 2026Q1: 51,640 shares 51,640 $2.37M 0.89% +1,542 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: not loaded; 2024Q4: 7,475 shares; 2025Q1: 7,438 shares; 2025Q2: 7,425 shares; 2025Q3: 19,795 shares; 2025Q4: 18,499 shares; 2026Q1: 19,111 shares 19,111 $2.29M 0.86% +612 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: not loaded; 2024Q4: 7,386 shares; 2025Q1: 7,481 shares; 2025Q2: 7,386 shares; 2025Q3: 5,749 shares; 2025Q4: 5,884 shares; 2026Q1: 6,896 shares 6,896 $2.03M 0.76% +1,012 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 loaded; 2024Q4: 5,318 shares; 2025Q1: 5,564 shares; 2025Q2: 5,531 shares; 2025Q3: 48,182 shares; 2025Q4: 48,178 shares; 2026Q1: 48,280 shares 48,280 $1.97M 0.74% +102 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: not loaded; 2024Q4: 4,444 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares; 2025Q4: 5,426 shares; 2026Q1: 4,360 shares 4,360 $1.86M 0.7% -1,066 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,859 shares 2,859 $1.82M 0.68% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,132 shares; 2025Q1: 18,599 shares; 2025Q2: 28,893 shares; 2025Q3: 30,526 shares; 2025Q4: 29,761 shares; 2026Q1: 29,312 shares 29,312 $1.49M 0.56% -449 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: not loaded; 2024Q4: 5,515 shares; 2025Q1: 5,536 shares; 2025Q2: 5,462 shares; 2025Q3: 5,253 shares; 2025Q4: 5,246 shares; 2026Q1: 5,017 shares 5,017 $1.48M 0.56% -229 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: not loaded; 2024Q4: 18,910 shares; 2025Q1: 19,053 shares; 2025Q2: 18,670 shares; 2025Q3: 17,920 shares; 2025Q4: 17,575 shares; 2026Q1: 18,625 shares 18,625 $1.45M 0.54% +1,050 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: not loaded; 2024Q4: 9,897 shares; 2025Q1: 10,118 shares; 2025Q2: 10,022 shares; 2025Q3: 9,835 shares; 2025Q4: 9,935 shares; 2026Q1: 9,895 shares 9,895 $1.43M 0.54% -40 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,709 shares; 2025Q1: 8,750 shares; 2025Q2: 9,572 shares; 2025Q3: 9,879 shares; 2025Q4: 9,885 shares; 2026Q1: 10,187 shares 10,187 $1.41M 0.53% +302 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: not loaded; 2024Q4: 14,216 shares; 2025Q1: 14,279 shares; 2025Q2: 14,360 shares; 2025Q3: 14,437 shares; 2025Q4: 14,437 shares; 2026Q1: 14,437 shares 14,437 $1.4M 0.53% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,711 shares; 2026Q1: 14,361 shares 14,361 $1.33M 0.5% +650 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,387 shares; 2025Q3: 12,942 shares; 2025Q4: 13,661 shares; 2026Q1: 13,755 shares 13,755 $1.3M 0.49% +94 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,222 shares; 2025Q1: 5,174 shares; 2025Q2: 5,142 shares; 2025Q3: 5,112 shares; 2025Q4: 5,067 shares; 2026Q1: 3,809 shares 3,809 $1.29M 0.48% -1,258 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,857 shares; 2025Q2: 21,470 shares; 2025Q3: 21,525 shares; 2025Q4: 22,611 shares; 2026Q1: 24,963 shares 24,963 $1.28M 0.48% +2,352 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,431 shares; 2025Q1: 27,664 shares; 2025Q2: 25,711 shares; 2025Q3: 33,374 shares; 2025Q4: 34,276 shares; 2026Q1: 36,147 shares 36,147 $1.24M 0.47% +1,871 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 957 shares; 2025Q1: 1,146 shares; 2025Q2: 1,189 shares; 2025Q3: 1,147 shares; 2025Q4: 1,175 shares; 2026Q1: 935 shares 935 $1.23M 0.46% -240 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 4,315 shares; 2025Q2: 4,304 shares; 2025Q3: 6,269 shares; 2025Q4: 6,312 shares; 2026Q1: 7,211 shares 7,211 $1.12M 0.42% +899 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: not loaded; 2024Q4: 4,411 shares; 2025Q1: 4,571 shares; 2025Q2: 3,674 shares; 2025Q3: 47,048 shares; 2025Q4: 3,841 shares; 2026Q1: 48,656 shares 48,656 $1.11M 0.42% +44,815 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: not loaded; 2024Q4: 4,076 shares; 2025Q1: 4,110 shares; 2025Q2: 3,822 shares; 2025Q3: 4,793 shares; 2025Q4: 4,774 shares; 2026Q1: 4,489 shares 4,489 $1.09M 0.41% -285 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: not loaded; 2024Q4: 3,387 shares; 2025Q1: 2,911 shares; 2025Q2: 2,923 shares; 2025Q3: 2,874 shares; 2025Q4: 2,866 shares; 2026Q1: 3,293 shares 3,293 $1.08M 0.41% +427 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,204 shares; 2025Q1: 13,565 shares; 2025Q2: 13,927 shares; 2025Q3: 13,941 shares; 2025Q4: 13,577 shares; 2026Q1: 14,326 shares 14,326 $1.06M 0.4% +749 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,162 shares; 2025Q1: 19,162 shares; 2025Q2: 19,162 shares; 2025Q3: 17,378 shares; 2025Q4: 17,378 shares; 2026Q1: 17,378 shares 17,378 $1.05M 0.4% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,682 shares; 2025Q1: 5,763 shares; 2025Q2: 5,778 shares; 2025Q3: 5,616 shares; 2025Q4: 5,495 shares; 2026Q1: 5,501 shares 5,501 $1M 0.38% +6 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,376 shares; 2026Q1: 17,557 shares 17,557 $1M 0.38% +181 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,679 shares; 2025Q1: 7,566 shares; 2025Q2: 7,566 shares; 2025Q3: 7,274 shares; 2025Q4: 7,241 shares; 2026Q1: 7,206 shares 7,206 $988K 0.37% -35 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: not loaded; 2024Q4: 2,841 shares; 2025Q1: 2,921 shares; 2025Q2: 2,799 shares; 2025Q3: 41,285 shares; 2025Q4: 41,276 shares; 2026Q1: 41,821 shares 41,821 $984K 0.37% +545 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,147 shares; 2025Q2: 17,147 shares; 2025Q3: 17,147 shares; 2025Q4: 17,147 shares; 2026Q1: 17,147 shares 17,147 $974K 0.37% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,044 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 5,457 shares; 2026Q1: 4,457 shares 4,457 $952K 0.36% -1,000 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: not loaded; 2024Q4: 880 shares; 2025Q1: 895 shares; 2025Q2: 904 shares; 2025Q3: 943 shares; 2025Q4: 1,240 shares; 2026Q1: 1,616 shares 1,616 $925K 0.35% +376 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,702 shares; 2025Q1: 3,644 shares; 2025Q2: 3,605 shares; 2025Q3: 3,184 shares; 2025Q4: 3,189 shares; 2026Q1: 3,160 shares 3,160 $922K 0.35% -29 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,477 shares; 2025Q1: 15,695 shares; 2025Q2: 15,695 shares; 2025Q3: 15,182 shares; 2025Q4: 15,133 shares; 2026Q1: 14,911 shares 14,911 $912K 0.34% -222 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: not loaded; 2024Q4: 26,577 shares; 2025Q1: 25,249 shares; 2025Q2: 25,249 shares; 2025Q3: 25,249 shares; 2025Q4: 27,436 shares; 2026Q1: 39,429 shares 39,429 $902K 0.34% +11,993 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: not loaded; 2024Q4: 1,489 shares; 2025Q1: 1,480 shares; 2025Q2: 1,498 shares; 2025Q3: 1,587 shares; 2025Q4: 1,571 shares; 2026Q1: 1,545 shares 1,545 $892K 0.33% -26 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,674 shares; 2025Q2: 13,069 shares; 2025Q3: 17,361 shares; 2025Q4: 15,333 shares; 2026Q1: 23,960 shares 23,960 $881K 0.33% +8,627 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,010 shares; 2025Q1: 11,088 shares; 2025Q2: 11,088 shares; 2025Q3: 12,543 shares; 2025Q4: 12,503 shares; 2026Q1: 12,435 shares 12,435 $863K 0.32% -68 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,784 shares; 2025Q1: 4,768 shares; 2025Q2: 4,798 shares; 2025Q3: 4,994 shares; 2025Q4: 5,099 shares; 2026Q1: 5,185 shares 5,185 $857K 0.32% +86 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,542 shares; 2025Q1: 2,590 shares; 2025Q2: 2,591 shares; 2025Q3: 2,470 shares; 2025Q4: 2,435 shares; 2026Q1: 2,399 shares 2,399 $823K 0.31% -36 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: not loaded; 2024Q4: 5,300 shares; 2025Q1: 5,533 shares; 2025Q2: 5,889 shares; 2025Q3: 5,004 shares; 2025Q4: 4,740 shares; 2026Q1: 5,589 shares 5,589 $822K 0.31% +849 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,000 shares 5,000 $809K 0.3% -175 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,927 shares; 2025Q1: 34,917 shares; 2025Q2: 35,028 shares; 2025Q3: 36,473 shares; 2025Q4: 31,609 shares; 2026Q1: 31,262 shares 31,262 $802K 0.3% -347 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: not loaded; 2024Q4: 4,443 shares; 2025Q1: 4,446 shares; 2025Q2: 4,444 shares; 2025Q3: 4,106 shares; 2025Q4: 4,181 shares; 2026Q1: 4,081 shares 4,081 $792K 0.3% -100 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,137 shares; 2025Q1: 7,003 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 7,126 shares; 2026Q1: 8,492 shares 8,492 $790K 0.3% +1,366 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: not loaded; 2024Q4: 22,215 shares; 2025Q1: 23,342 shares; 2025Q2: 22,920 shares; 2025Q3: 22,128 shares; 2025Q4: 15,409 shares; 2026Q1: 15,576 shares 15,576 $782K 0.29% +167 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: not loaded; 2024Q4: 3,563 shares; 2025Q1: 3,674 shares; 2025Q2: 3,859 shares; 2025Q3: 3,808 shares; 2025Q4: 3,938 shares; 2026Q1: 3,952 shares 3,952 $775K 0.29% +14 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: not loaded; 2024Q4: 5,159 shares; 2025Q1: 4,678 shares; 2025Q2: 4,677 shares; 2025Q3: 4,671 shares; 2025Q4: 4,611 shares; 2026Q1: 4,611 shares 4,611 $736K 0.28% 0 Timeline GKAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,742 shares; 2025Q4: 18,513 shares; 2026Q1: 17,943 shares 17,943 $733K 0.28% -570 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,735 shares 3,735 $729K 0.27% new 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: not loaded; 2024Q4: 5,023 shares; 2025Q1: 83,725 shares; 2025Q2: 83,694 shares; 2025Q3: 83,704 shares; 2025Q4: 83,754 shares; 2026Q1: 83,702 shares 83,702 $725K 0.27% -52 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: not loaded; 2024Q4: 2,295 shares; 2025Q1: 2,390 shares; 2025Q2: 2,326 shares; 2025Q3: 2,327 shares; 2025Q4: 2,334 shares; 2026Q1: 3,259 shares 3,259 $709K 0.27% +925 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,909 shares; 2025Q1: 8,258 shares; 2025Q2: 8,212 shares; 2025Q3: 8,137 shares; 2025Q4: 8,104 shares; 2026Q1: 8,053 shares 8,053 $698K 0.26% -51 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,355 shares; 2025Q1: 12,075 shares; 2025Q2: 11,885 shares; 2025Q3: 7,475 shares; 2025Q4: 5,378 shares; 2026Q1: 6,203 shares 6,203 $697K 0.26% +825 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,366 shares; 2025Q2: 7,376 shares; 2025Q3: 14,002 shares; 2025Q4: 13,889 shares; 2026Q1: 13,808 shares 13,808 $695K 0.26% -81 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: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,500 shares 1,500 $695K 0.26% -45 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,439 shares; 2026Q1: 13,045 shares 13,045 $658K 0.25% +6,606 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,832 shares; 2025Q1: 7,500 shares; 2025Q2: 7,650 shares; 2025Q3: 10,322 shares; 2025Q4: 10,099 shares; 2026Q1: 6,643 shares 6,643 $654K 0.25% -3,456 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,081 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,062 shares; 2025Q4: 3,114 shares; 2026Q1: 3,169 shares 3,169 $647K 0.24% +55 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,076 shares; 2025Q1: 1,103 shares; 2025Q2: 1,008 shares; 2025Q3: 967 shares; 2025Q4: 655 shares; 2026Q1: 736 shares 736 $637K 0.24% +81 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,410 shares; 2025Q1: 6,462 shares; 2025Q2: 6,462 shares; 2025Q3: 6,240 shares; 2025Q4: 6,330 shares; 2026Q1: 6,329 shares 6,329 $617K 0.23% -1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,055 shares; 2025Q1: 10,108 shares; 2025Q2: 9,788 shares; 2025Q3: 11,164 shares; 2025Q4: 11,267 shares; 2026Q1: 11,445 shares 11,445 $605K 0.23% +178 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: not loaded; 2024Q4: 4,151 shares; 2025Q1: 4,321 shares; 2025Q2: 4,326 shares; 2025Q3: 23,040 shares; 2025Q4: 23,031 shares; 2026Q1: 21,935 shares 21,935 $603K 0.23% -1,096 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: not loaded; 2024Q4: 6,008 shares; 2025Q1: 6,125 shares; 2025Q2: 4,600 shares; 2025Q3: 4,572 shares; 2025Q4: 4,541 shares; 2026Q1: 4,963 shares 4,963 $597K 0.22% +422 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: not loaded; 2024Q4: 838 shares; 2025Q1: 909 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 923 shares; 2026Q1: 648 shares 648 $596K 0.22% -275 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,325 shares; 2025Q1: 6,308 shares; 2025Q2: 6,343 shares; 2025Q3: 6,006 shares; 2025Q4: 5,794 shares; 2026Q1: 6,546 shares 6,546 $590K 0.22% +752 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,289 shares; 2025Q4: 11,238 shares; 2026Q1: 11,166 shares 11,166 $589K 0.22% -72 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,595 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,693 shares; 2025Q4: 2,671 shares; 2026Q1: 2,727 shares 2,727 $539K 0.2% +56 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: 4,078 shares; 2026Q1: 4,125 shares 4,125 $516K 0.19% +47 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,753 shares; 2026Q1: 4,922 shares 4,922 $510K 0.19% +169 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,144 shares; 2025Q1: 1,151 shares; 2025Q2: 1,127 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $480K 0.18% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,547 shares; 2025Q3: 2,525 shares; 2025Q4: 2,582 shares; 2026Q1: 6,019 shares 6,019 $479K 0.18% +3,437 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,474 shares; 2025Q1: 7,140 shares; 2025Q2: 8,607 shares; 2025Q3: 6,972 shares; 2025Q4: not reported; 2026Q1: 7,122 shares 7,122 $463K 0.17% new Timeline IYJ 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 loaded; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares 3,018 $445K 0.17% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 263 shares; 2025Q4: 262 shares; 2026Q1: 229 shares 229 $438K 0.16% -33 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: not loaded; 2024Q4: 366 shares; 2025Q1: 358 shares; 2025Q2: 320 shares; 2025Q3: 341 shares; 2025Q4: 295 shares; 2026Q1: 296 shares 296 $436K 0.16% +1 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: not loaded; 2024Q4: 703 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 613 shares; 2026Q1: 601 shares 601 $426K 0.16% -12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 993 shares; 2025Q1: 1,368 shares; 2025Q2: 1,355 shares; 2025Q3: 1,330 shares; 2025Q4: 1,145 shares; 2026Q1: 1,317 shares 1,317 $425K 0.16% +172 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: not loaded; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 688 shares 688 $424K 0.16% +85 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,026 shares; 2025Q1: 6,026 shares; 2025Q2: 6,026 shares; 2025Q3: 6,079 shares; 2025Q4: 6,122 shares; 2026Q1: 7,238 shares 7,238 $423K 0.16% +1,116 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: not loaded; 2024Q4: 3,468 shares; 2025Q1: 3,487 shares; 2025Q2: 2,768 shares; 2025Q3: 2,773 shares; 2025Q4: 2,583 shares; 2026Q1: 2,535 shares 2,535 $417K 0.16% -48 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,356 shares; 2025Q4: 34,343 shares; 2026Q1: 35,671 shares 35,671 $409K 0.15% +1,328 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,257 shares; 2025Q1: 3,142 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,657 shares; 2026Q1: 3,142 shares 3,142 $403K 0.15% -515 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 2,596 shares; 2026Q1: 1,924 shares 1,924 $402K 0.15% -672 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 2,721 shares; 2026Q1: 2,991 shares 2,991 $395K 0.15% +270 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,660 shares 9,660 $394K 0.15% new 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: not loaded; 2024Q4: 482 shares; 2025Q1: 541 shares; 2025Q2: 513 shares; 2025Q3: 550 shares; 2025Q4: 553 shares; 2026Q1: 775 shares 775 $381K 0.14% +222 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 2,602 shares 2,602 $363K 0.14% +858 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,772 shares; 2025Q4: 33,426 shares; 2026Q1: 31,983 shares 31,983 $361K 0.14% -1,443 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,396 shares; 2025Q3: 2,426 shares; 2025Q4: not reported; 2026Q1: 3,042 shares 3,042 $360K 0.14% new 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 loaded; 2024Q4: 3,593 shares; 2025Q1: 3,672 shares; 2025Q2: 3,645 shares; 2025Q3: 4,183 shares; 2025Q4: 4,543 shares; 2026Q1: 3,495 shares 3,495 $359K 0.13% -1,048 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 6,001 shares; 2025Q3: 5,959 shares; 2025Q4: not reported; 2026Q1: 6,214 shares 6,214 $358K 0.13% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 1,241 shares 1,241 $356K 0.13% +266 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,278 shares; 2025Q1: 12,278 shares; 2025Q2: 12,278 shares; 2025Q3: 12,397 shares; 2025Q4: 12,468 shares; 2026Q1: 8,239 shares 8,239 $356K 0.13% -4,229 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: not loaded; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $354K 0.13% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,898 shares 3,898 $352K 0.13% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,592 shares; 2025Q1: 1,588 shares; 2025Q2: 1,594 shares; 2025Q3: 18,609 shares; 2025Q4: 18,647 shares; 2026Q1: 18,672 shares 18,672 $352K 0.13% +25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,546 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 2,201 shares; 2025Q4: 2,247 shares; 2026Q1: 2,259 shares 2,259 $351K 0.13% +12 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,948 shares; 2025Q4: 12,942 shares; 2026Q1: 13,560 shares 13,560 $347K 0.13% +618 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares; 2026Q1: 6,060 shares 6,060 $343K 0.13% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,713 shares; 2025Q1: 3,719 shares; 2025Q2: 3,728 shares; 2025Q3: 3,603 shares; 2025Q4: 3,509 shares; 2026Q1: 3,721 shares 3,721 $343K 0.13% +212 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 926 shares; 2025Q3: 33,131 shares; 2025Q4: 33,152 shares; 2026Q1: 33,146 shares 33,146 $342K 0.13% -6 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,519 shares 12,519 $340K 0.13% new 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: not loaded; 2024Q4: 8,366 shares; 2025Q1: 8,827 shares; 2025Q2: 8,676 shares; 2025Q3: 8,653 shares; 2025Q4: 6,757 shares; 2026Q1: 6,783 shares 6,783 $331K 0.12% +26 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: not loaded; 2024Q4: 1,423 shares; 2025Q1: 1,437 shares; 2025Q2: 1,481 shares; 2025Q3: 5,440 shares; 2025Q4: 5,318 shares; 2026Q1: 5,649 shares 5,649 $330K 0.12% +331 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,726 shares; 2025Q2: 4,741 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,564 shares 3,564 $327K 0.12% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares; 2025Q4: 3,984 shares; 2026Q1: 3,984 shares 3,984 $327K 0.12% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,576 shares; 2025Q1: 2,807 shares; 2025Q2: 3,229 shares; 2025Q3: 3,066 shares; 2025Q4: 3,213 shares; 2026Q1: 3,319 shares 3,319 $320K 0.12% +106 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: not loaded; 2024Q4: 982 shares; 2025Q1: 1,402 shares; 2025Q2: 1,621 shares; 2025Q3: 1,650 shares; 2025Q4: 1,121 shares; 2026Q1: 1,458 shares 1,458 $306K 0.12% +337 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares 674 $300K 0.11% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares 1,356 $291K 0.11% 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: not loaded; 2024Q4: 2,279 shares; 2025Q1: 2,185 shares; 2025Q2: 1,925 shares; 2025Q3: 1,018 shares; 2025Q4: 863 shares; 2026Q1: 1,052 shares 1,052 $285K 0.11% +189 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,438 shares; 2026Q1: 1,143 shares 1,143 $282K 0.11% -295 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,286 shares; 2025Q1: 44,258 shares; 2025Q2: 34,685 shares; 2025Q3: 23,295 shares; 2025Q4: 10,211 shares; 2026Q1: 10,211 shares 10,211 $280K 0.11% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,571 shares; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,744 shares; 2025Q4: 6,932 shares; 2026Q1: 6,772 shares 6,772 $278K 0.1% -160 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: not loaded; 2024Q4: 868 shares; 2025Q1: 884 shares; 2025Q2: 859 shares; 2025Q3: 13,459 shares; 2025Q4: 13,455 shares; 2026Q1: 13,417 shares 13,417 $266K 0.1% -38 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: not loaded; 2024Q4: 3,180 shares; 2025Q1: 3,182 shares; 2025Q2: 3,100 shares; 2025Q3: 2,731 shares; 2025Q4: 2,460 shares; 2026Q1: 2,214 shares 2,214 $263K 0.1% -246 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,031 shares; 2025Q3: 4,052 shares; 2025Q4: 4,296 shares; 2026Q1: 4,387 shares 4,387 $254K 0.1% +91 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $251K 0.09% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,925 shares; 2025Q1: 7,917 shares; 2025Q2: 7,796 shares; 2025Q3: 7,846 shares; 2025Q4: 7,874 shares; 2026Q1: 7,487 shares 7,487 $248K 0.09% -387 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 2,511 shares; 2026Q1: 2,554 shares 2,554 $248K 0.09% +43 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $247K 0.09% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares 1,128 $244K 0.09% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,044 shares; 2025Q3: 5,136 shares; 2025Q4: 5,171 shares; 2026Q1: 5,295 shares 5,295 $243K 0.09% +124 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,572 shares; 2025Q1: 1,655 shares; 2025Q2: 1,625 shares; 2025Q3: 1,498 shares; 2025Q4: 1,435 shares; 2026Q1: 1,886 shares 1,886 $243K 0.09% +451 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: not loaded; 2024Q4: 502 shares; 2025Q1: 501 shares; 2025Q2: 481 shares; 2025Q3: 488 shares; 2025Q4: 495 shares; 2026Q1: 486 shares 486 $243K 0.09% -9 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 6,614 shares; 2026Q1: 6,614 shares 6,614 $235K 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,199 shares 2,199 $230K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,781 shares 3,781 $229K 0.09% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,617 shares; 2025Q1: 2,636 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,737 shares; 2026Q1: 1,725 shares 1,725 $226K 0.08% -12 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,762 shares; 2025Q4: not reported; 2026Q1: 6,295 shares 6,295 $225K 0.08% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,482 shares; 2025Q1: 7,669 shares; 2025Q2: 5,810 shares; 2025Q3: 5,500 shares; 2025Q4: 7,772 shares; 2026Q1: 5,518 shares 5,518 $223K 0.08% -2,254 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: not loaded; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 19,763 shares; 2025Q4: 19,643 shares; 2026Q1: 19,795 shares 19,795 $222K 0.08% +152 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,859 shares 2,859 $220K 0.08% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,605 shares; 2025Q2: 2,242 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares 2,252 $219K 0.08% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares 249 $217K 0.08% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,190 shares; 2025Q1: 3,197 shares; 2025Q2: 2,005 shares; 2025Q3: 2,008 shares; 2025Q4: 2,022 shares; 2026Q1: 2,031 shares 2,031 $217K 0.08% +9 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: not loaded; 2024Q4: 712 shares; 2025Q1: 718 shares; 2025Q2: 711 shares; 2025Q3: 664 shares; 2025Q4: 619 shares; 2026Q1: 666 shares 666 $213K 0.08% +47 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 724 shares; 2025Q4: 725 shares; 2026Q1: 880 shares 880 $213K 0.08% +155 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326 shares 326 $213K 0.08% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,748 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,740 shares; 2025Q4: 2,257 shares; 2026Q1: 1,389 shares 1,389 $212K 0.08% -868 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 957 shares; 2025Q2: 956 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 575 shares 575 $204K 0.08% -380 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: not loaded; 2024Q4: 3,300 shares; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,000 shares 3,000 $203K 0.08% -300 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,727 shares; 2025Q4: 10,691 shares; 2026Q1: 10,580 shares 10,580 $163K 0.06% -111 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,824 shares; 2025Q1: 22,214 shares; 2025Q2: 21,824 shares; 2025Q3: 21,824 shares; 2025Q4: 21,824 shares; 2026Q1: 35,516 shares 35,516 $156K 0.06% +13,692 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,117 shares; 2025Q4: 15,177 shares; 2026Q1: 15,178 shares 15,178 $142K 0.05% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,201 shares; 2025Q1: 10,855 shares; 2025Q2: 10,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,334 shares 11,334 $101K 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,953 shares; 2025Q4: 19,951 shares; 2026Q1: 20,114 shares 20,114 $78.4K 0.03% +163 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,701 shares; 2025Q4: 42,709 shares; 2026Q1: 42,701 shares 42,701 $73.3K -8 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,777 shares; 2025Q4: 27,772 shares; 2026Q1: 27,772 shares 27,772 $39.3K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,523 shares; 2025Q4: 15,472 shares; 2026Q1: 15,466 shares 15,466 $32.7K 0.01% -6 Timeline ICSH 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 loaded; 2024Q4: 14,148 shares; 2025Q1: 14,148 shares; 2025Q2: 14,148 shares; 2025Q3: 14,148 shares; 2025Q4: 14,148 shares; 2026Q1: 26,264 shares 26,264 $26.3K 0.01% +12,116 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,162 shares; 2025Q1: 12,162 shares; 2025Q2: 12,162 shares; 2025Q3: 12,162 shares; 2025Q4: 12,162 shares; 2026Q1: 22,725 shares 22,725 $22.7K 0.01% +10,563 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,543 shares; 2025Q1: 11,543 shares; 2025Q2: 11,543 shares; 2025Q3: 11,543 shares; 2025Q4: 11,543 shares; 2026Q1: 21,720 shares 21,720 $21.7K 0.01% +10,177 Timeline