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: 43,230 shares; 2024Q4: 43,529 shares; 2025Q1: 44,432 shares; 2025Q2: 44,887 shares; 2025Q3: 45,819 shares; 2025Q4: 46,619 shares; 2026Q1: 47,424 shares 47,424 $28.3M 3.22% +805 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: 132,127 shares; 2024Q4: 131,181 shares; 2025Q1: 129,930 shares; 2025Q2: 126,744 shares; 2025Q3: 128,126 shares; 2025Q4: 126,168 shares; 2026Q1: 125,726 shares 125,726 $27.3M 3.11% -442 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: 109,727 shares; 2024Q4: 108,364 shares; 2025Q1: 107,015 shares; 2025Q2: 104,417 shares; 2025Q3: 100,059 shares; 2025Q4: 98,037 shares; 2026Q1: 95,882 shares 95,882 $24.3M 2.76% -2,155 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,664 shares; 2024Q4: 47,194 shares; 2025Q1: 46,191 shares; 2025Q2: 44,911 shares; 2025Q3: 45,381 shares; 2025Q4: 44,976 shares; 2026Q1: 44,633 shares 44,633 $24.3M 2.76% -343 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: 103,615 shares; 2024Q4: 102,805 shares; 2025Q1: 98,717 shares; 2025Q2: 92,819 shares; 2025Q3: 86,964 shares; 2025Q4: 73,921 shares; 2026Q1: 72,715 shares 72,715 $22.5M 2.56% -1,206 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: 91,626 shares; 2024Q4: 93,067 shares; 2025Q1: 95,720 shares; 2025Q2: 98,293 shares; 2025Q3: 96,986 shares; 2025Q4: 99,388 shares; 2026Q1: 100,496 shares 100,496 $21.6M 2.46% +1,108 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: 31,539 shares; 2024Q4: 31,513 shares; 2025Q1: 30,853 shares; 2025Q2: 30,756 shares; 2025Q3: 31,153 shares; 2025Q4: 31,217 shares; 2026Q1: 31,452 shares 31,452 $20.5M 2.32% +235 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: 36,114 shares; 2024Q4: 36,828 shares; 2025Q1: 38,439 shares; 2025Q2: 39,590 shares; 2025Q3: 40,366 shares; 2025Q4: 41,648 shares; 2026Q1: 41,718 shares 41,718 $18.2M 2.07% +70 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,176 shares; 2024Q4: 123,997 shares; 2025Q1: 124,960 shares; 2025Q2: 129,315 shares; 2025Q3: 125,933 shares; 2025Q4: 125,778 shares; 2026Q1: 126,526 shares 126,526 $18M 2.05% +748 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: 42,176 shares; 2024Q4: 41,994 shares; 2025Q1: 41,372 shares; 2025Q2: 40,369 shares; 2025Q3: 40,775 shares; 2025Q4: 39,983 shares; 2026Q1: 38,001 shares 38,001 $14.1M 1.6% -1,982 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: 47,058 shares; 2024Q4: 46,886 shares; 2025Q1: 47,330 shares; 2025Q2: 47,610 shares; 2025Q3: 47,920 shares; 2025Q4: 46,905 shares; 2026Q1: 46,075 shares 46,075 $13.2M 1.5% -830 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,135 shares; 2024Q4: 79,289 shares; 2025Q1: 80,536 shares; 2025Q2: 79,633 shares; 2025Q3: 78,583 shares; 2025Q4: 78,968 shares; 2026Q1: 79,988 shares 79,988 $11.8M 1.35% +1,020 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: 64,135 shares; 2024Q4: 64,001 shares; 2025Q1: 63,653 shares; 2025Q2: 61,831 shares; 2025Q3: 63,113 shares; 2025Q4: 61,679 shares; 2026Q1: 61,144 shares 61,144 $11.8M 1.34% -535 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,660 shares; 2024Q4: 35,473 shares; 2025Q1: 35,066 shares; 2025Q2: 33,205 shares; 2025Q3: 33,301 shares; 2025Q4: 32,634 shares; 2026Q1: 32,469 shares 32,469 $11.6M 1.31% -165 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: 156,623 shares; 2024Q4: 156,223 shares; 2025Q1: 153,446 shares; 2025Q2: 152,835 shares; 2025Q3: 152,485 shares; 2025Q4: 149,060 shares; 2026Q1: 148,810 shares 148,810 $11.5M 1.31% -250 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: 83,517 shares; 2024Q4: 83,040 shares; 2025Q1: 79,394 shares; 2025Q2: 77,972 shares; 2025Q3: 81,455 shares; 2025Q4: 80,822 shares; 2026Q1: 82,122 shares 82,122 $10.8M 1.22% +1,300 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: 17,946 shares; 2024Q4: 17,224 shares; 2025Q1: 17,224 shares; 2025Q2: 17,016 shares; 2025Q3: 16,433 shares; 2025Q4: 14,303 shares; 2026Q1: 14,235 shares 14,235 $10.1M 1.15% -68 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: 34,400 shares; 2024Q4: 34,130 shares; 2025Q1: 34,206 shares; 2025Q2: 34,095 shares; 2025Q3: 33,775 shares; 2025Q4: 33,755 shares; 2026Q1: 33,205 shares 33,205 $9.55M 1.08% -550 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: 60,489 shares; 2024Q4: 60,994 shares; 2025Q1: 61,219 shares; 2025Q2: 59,469 shares; 2025Q3: 58,726 shares; 2025Q4: 57,358 shares; 2026Q1: 54,488 shares 54,488 $9.5M 1.08% -2,870 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: 36,597 shares; 2024Q4: 36,264 shares; 2025Q1: 36,272 shares; 2025Q2: 35,453 shares; 2025Q3: 35,025 shares; 2025Q4: 34,626 shares; 2026Q1: 34,360 shares 34,360 $8.4M 0.95% -266 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: 25,051 shares; 2024Q4: 24,726 shares; 2025Q1: 24,997 shares; 2025Q2: 25,072 shares; 2025Q3: 24,770 shares; 2025Q4: 24,946 shares; 2026Q1: 26,067 shares 26,067 $8.36M 0.95% +1,121 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: 36,593 shares; 2024Q4: 36,096 shares; 2025Q1: 35,977 shares; 2025Q2: 33,973 shares; 2025Q3: 34,621 shares; 2025Q4: 34,572 shares; 2026Q1: 34,384 shares 34,384 $8.33M 0.95% -188 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: 41,979 shares; 2024Q4: 41,731 shares; 2025Q1: 41,251 shares; 2025Q2: 41,351 shares; 2025Q3: 40,391 shares; 2025Q4: 40,023 shares; 2026Q1: 38,736 shares 38,736 $8.07M 0.92% -1,287 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: 29,633 shares; 2024Q4: 28,921 shares; 2025Q1: 28,166 shares; 2025Q2: 27,997 shares; 2025Q3: 27,719 shares; 2025Q4: 27,292 shares; 2026Q1: 27,134 shares 27,134 $7.98M 0.91% -158 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,950 shares; 2024Q4: 170,965 shares; 2025Q1: 168,007 shares; 2025Q2: 168,024 shares; 2025Q3: 170,539 shares; 2025Q4: 169,104 shares; 2026Q1: 169,400 shares 169,400 $7.42M 0.84% +296 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,296 shares; 2024Q4: 41,081 shares; 2025Q1: 40,165 shares; 2025Q2: 39,882 shares; 2025Q3: 39,299 shares; 2025Q4: 39,209 shares; 2026Q1: 39,228 shares 39,228 $7.07M 0.8% +19 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: 20,657 shares; 2024Q4: 20,610 shares; 2025Q1: 20,149 shares; 2025Q2: 20,165 shares; 2025Q3: 20,140 shares; 2025Q4: 19,984 shares; 2026Q1: 19,933 shares 19,933 $7.01M 0.8% -51 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: 13,082 shares; 2024Q4: 13,217 shares; 2025Q1: 16,907 shares; 2025Q2: 16,722 shares; 2025Q3: 21,057 shares; 2025Q4: 20,502 shares; 2026Q1: 20,047 shares 20,047 $6.85M 0.78% -455 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: 69,637 shares; 2024Q4: 68,928 shares; 2025Q1: 67,843 shares; 2025Q2: 67,368 shares; 2025Q3: 67,067 shares; 2025Q4: 66,206 shares; 2026Q1: 65,871 shares 65,871 $6.76M 0.77% -335 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,533 shares; 2024Q4: 51,933 shares; 2025Q1: 51,433 shares; 2025Q2: 50,983 shares; 2025Q3: 50,308 shares; 2025Q4: 50,238 shares; 2026Q1: 49,563 shares 49,563 $6.71M 0.76% -675 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: 52,227 shares; 2024Q4: 51,682 shares; 2025Q1: 51,567 shares; 2025Q2: 50,040 shares; 2025Q3: 43,787 shares; 2025Q4: 43,574 shares; 2026Q1: 45,104 shares 45,104 $6.64M 0.75% +1,530 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,578 shares; 2024Q4: 354,237 shares; 2025Q1: 356,439 shares; 2025Q2: 343,661 shares; 2025Q3: 356,344 shares; 2025Q4: 365,907 shares; 2026Q1: 363,846 shares 363,846 $6.56M 0.74% -2,061 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: 16,380 shares; 2024Q4: 15,852 shares; 2025Q1: 16,786 shares; 2025Q2: 17,015 shares; 2025Q3: 16,680 shares; 2025Q4: 17,912 shares; 2026Q1: 17,917 shares 17,917 $6.41M 0.73% +5 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,362 shares; 2024Q4: 26,987 shares; 2025Q1: 26,243 shares; 2025Q2: 25,939 shares; 2025Q3: 25,849 shares; 2025Q4: 23,985 shares; 2026Q1: 24,115 shares 24,115 $6.4M 0.73% +130 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: 53,653 shares; 2024Q4: 56,458 shares; 2025Q1: 55,258 shares; 2025Q2: 51,355 shares; 2025Q3: 56,055 shares; 2025Q4: 55,635 shares; 2026Q1: 54,985 shares 54,985 $6.24M 0.71% -650 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: 28,185 shares; 2025Q1: 29,685 shares; 2025Q2: 29,685 shares; 2025Q3: 29,425 shares; 2025Q4: 29,335 shares; 2026Q1: 29,060 shares 29,060 $6.21M 0.71% -275 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,670 shares; 2024Q4: 47,270 shares; 2025Q1: 44,367 shares; 2025Q2: 42,617 shares; 2025Q3: 46,567 shares; 2025Q4: 46,292 shares; 2026Q1: 46,142 shares 46,142 $6.05M 0.69% -150 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: 9,604 shares; 2024Q4: 12,047 shares; 2025Q1: 11,877 shares; 2025Q2: 11,510 shares; 2025Q3: 12,177 shares; 2025Q4: 11,343 shares; 2026Q1: 11,340 shares 11,340 $5.93M 0.67% -3 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: 127,320 shares; 2024Q4: 124,883 shares; 2025Q1: 124,193 shares; 2025Q2: 120,698 shares; 2025Q3: 119,641 shares; 2025Q4: 117,313 shares; 2026Q1: 117,063 shares 117,063 $5.88M 0.67% -250 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: 45,136 shares; 2024Q4: 49,124 shares; 2025Q1: 53,109 shares; 2025Q2: 50,740 shares; 2025Q3: 50,738 shares; 2025Q4: 49,715 shares; 2026Q1: 46,706 shares 46,706 $5.81M 0.66% -3,009 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,650 shares; 2024Q4: 41,350 shares; 2025Q1: 40,425 shares; 2025Q2: 39,217 shares; 2025Q3: 40,392 shares; 2025Q4: 40,335 shares; 2026Q1: 40,335 shares 40,335 $5.76M 0.65% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,175 shares; 2024Q4: 55,900 shares; 2025Q1: 59,857 shares; 2025Q2: 58,214 shares; 2025Q3: 60,260 shares; 2025Q4: 59,160 shares; 2026Q1: 58,201 shares 58,201 $5.73M 0.65% -959 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: 16,629 shares; 2024Q4: 16,429 shares; 2025Q1: 16,779 shares; 2025Q2: 16,254 shares; 2025Q3: 16,504 shares; 2025Q4: 16,404 shares; 2026Q1: 16,365 shares 16,365 $5.65M 0.64% -39 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,850 shares; 2024Q4: 31,850 shares; 2025Q1: 26,050 shares; 2025Q2: 21,450 shares; 2025Q3: 25,950 shares; 2025Q4: 49,540 shares; 2026Q1: 51,059 shares 51,059 $5.61M 0.64% +1,519 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: 20,981 shares; 2024Q4: 36,096 shares; 2025Q1: 36,737 shares; 2025Q2: 35,595 shares; 2025Q3: 35,412 shares; 2025Q4: 35,127 shares; 2026Q1: 35,032 shares 35,032 $5.44M 0.62% -95 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: 5,526 shares; 2024Q4: 5,519 shares; 2025Q1: 6,050 shares; 2025Q2: 6,032 shares; 2025Q3: 6,070 shares; 2025Q4: 5,912 shares; 2026Q1: 5,849 shares 5,849 $5.38M 0.61% -63 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: 21,233 shares; 2024Q4: 21,103 shares; 2025Q1: 22,085 shares; 2025Q2: 22,965 shares; 2025Q3: 22,840 shares; 2025Q4: 23,485 shares; 2026Q1: 23,260 shares 23,260 $5.34M 0.61% -225 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: 5,623 shares; 2024Q4: 5,608 shares; 2025Q1: 5,630 shares; 2025Q2: 5,590 shares; 2025Q3: 5,423 shares; 2025Q4: 5,435 shares; 2026Q1: 5,360 shares 5,360 $5.34M 0.61% -75 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: 25,417 shares; 2024Q4: 25,347 shares; 2025Q1: 24,203 shares; 2025Q2: 24,158 shares; 2025Q3: 24,233 shares; 2025Q4: 23,763 shares; 2026Q1: 23,542 shares 23,542 $5.32M 0.6% -221 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: 187,069 shares; 2024Q4: 185,435 shares; 2025Q1: 189,962 shares; 2025Q2: 180,582 shares; 2025Q3: 184,352 shares; 2025Q4: 182,189 shares; 2026Q1: 181,323 shares 181,323 $5.26M 0.6% -866 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: 30,933 shares; 2024Q4: 30,835 shares; 2025Q1: 30,604 shares; 2025Q2: 27,864 shares; 2025Q3: 43,767 shares; 2025Q4: 43,424 shares; 2026Q1: 43,381 shares 43,381 $5.22M 0.59% -43 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: 10,322 shares; 2024Q4: 14,897 shares; 2025Q1: 18,498 shares; 2025Q2: 20,130 shares; 2025Q3: 19,489 shares; 2025Q4: 26,038 shares; 2026Q1: 27,119 shares 27,119 $5.2M 0.59% +1,081 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,732 shares; 2024Q4: 20,459 shares; 2025Q1: 20,680 shares; 2025Q2: 20,520 shares; 2025Q3: 20,440 shares; 2025Q4: 19,980 shares; 2026Q1: 19,859 shares 19,859 $5.17M 0.59% -121 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 23,038 shares; 2025Q1: 22,888 shares; 2025Q2: 20,588 shares; 2025Q3: 20,738 shares; 2025Q4: 20,213 shares; 2026Q1: 13,188 shares 13,188 $5.17M 0.59% -7,025 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: 103,617 shares; 2024Q4: 75,329 shares; 2025Q1: 75,262 shares; 2025Q2: 73,362 shares; 2025Q3: 73,992 shares; 2025Q4: 71,612 shares; 2026Q1: 71,112 shares 71,112 $5.11M 0.58% -500 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: 43,025 shares; 2024Q4: 40,525 shares; 2025Q1: 39,825 shares; 2025Q2: 39,525 shares; 2025Q3: 37,927 shares; 2025Q4: 37,257 shares; 2026Q1: 36,607 shares 36,607 $4.98M 0.57% -650 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: 15,934 shares; 2024Q4: 15,539 shares; 2025Q1: 15,848 shares; 2025Q2: 14,396 shares; 2025Q3: 15,811 shares; 2025Q4: 15,251 shares; 2026Q1: 15,226 shares 15,226 $4.96M 0.56% -25 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: 10,412 shares; 2024Q4: 10,363 shares; 2025Q1: 10,214 shares; 2025Q2: 10,205 shares; 2025Q3: 9,951 shares; 2025Q4: 9,062 shares; 2026Q1: 9,068 shares 9,068 $4.88M 0.55% +6 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: 17,679 shares; 2024Q4: 17,700 shares; 2025Q1: 17,205 shares; 2025Q2: 16,284 shares; 2025Q3: 17,034 shares; 2025Q4: 16,759 shares; 2026Q1: 16,274 shares 16,274 $4.73M 0.54% -485 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,252 shares; 2024Q4: 73,927 shares; 2025Q1: 73,190 shares; 2025Q2: 67,140 shares; 2025Q3: 72,765 shares; 2025Q4: 68,803 shares; 2026Q1: 84,686 shares 84,686 $4.73M 0.54% +15,883 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: 26,053 shares; 2024Q4: 25,453 shares; 2025Q1: 24,987 shares; 2025Q2: 24,512 shares; 2025Q3: 24,332 shares; 2025Q4: 23,060 shares; 2026Q1: 22,880 shares 22,880 $4.52M 0.51% -180 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,664 shares; 2025Q1: 8,330 shares; 2025Q2: 7,970 shares; 2025Q3: 7,914 shares; 2025Q4: 7,936 shares; 2026Q1: 7,916 shares 7,916 $4.46M 0.51% -20 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: 86,429 shares; 2024Q4: 86,429 shares; 2025Q1: 86,429 shares; 2025Q2: 85,779 shares; 2025Q3: 81,829 shares; 2025Q4: 80,504 shares; 2026Q1: 79,815 shares 79,815 $4.32M 0.49% -689 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: 15,515 shares; 2024Q4: 15,530 shares; 2025Q1: 15,525 shares; 2025Q2: 13,535 shares; 2025Q3: 14,895 shares; 2025Q4: 14,585 shares; 2026Q1: 14,552 shares 14,552 $4.24M 0.48% -33 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,725 shares; 2024Q4: 75,750 shares; 2025Q1: 67,698 shares; 2025Q2: 69,173 shares; 2025Q3: 82,349 shares; 2025Q4: 83,242 shares; 2026Q1: 82,357 shares 82,357 $4.23M 0.48% -885 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 11,818 shares; 2025Q4: 20,800 shares; 2026Q1: 25,558 shares 25,558 $4.19M 0.48% +4,758 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: 21,424 shares; 2024Q4: 21,382 shares; 2025Q1: 20,882 shares; 2025Q2: 20,132 shares; 2025Q3: 19,882 shares; 2025Q4: 15,226 shares; 2026Q1: 15,401 shares 15,401 $4.17M 0.47% +175 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,260 shares; 2024Q4: 32,160 shares; 2025Q1: 25,040 shares; 2025Q2: 23,990 shares; 2025Q3: 23,590 shares; 2025Q4: 22,735 shares; 2026Q1: 22,585 shares 22,585 $4.12M 0.47% -150 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: 38,298 shares; 2024Q4: 37,150 shares; 2025Q1: 35,152 shares; 2025Q2: 33,260 shares; 2025Q3: 33,662 shares; 2025Q4: 33,289 shares; 2026Q1: 31,901 shares 31,901 $4.11M 0.47% -1,388 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: 6,581 shares; 2024Q4: 6,773 shares; 2025Q1: 6,686 shares; 2025Q2: 6,725 shares; 2025Q3: 6,232 shares; 2025Q4: 6,264 shares; 2026Q1: 6,234 shares 6,234 $4.07M 0.46% -30 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: 81,149 shares; 2024Q4: 74,348 shares; 2025Q1: 74,047 shares; 2025Q2: 72,207 shares; 2025Q3: 70,237 shares; 2025Q4: 64,290 shares; 2026Q1: 64,300 shares 64,300 $3.9M 0.44% +10 Timeline IBDV 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: 22,648 shares; 2025Q2: 31,112 shares; 2025Q3: 107,516 shares; 2025Q4: 155,777 shares; 2026Q1: 173,658 shares 173,658 $3.8M 0.43% +17,881 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,514 shares; 2024Q4: 53,984 shares; 2025Q1: 52,601 shares; 2025Q2: 50,364 shares; 2025Q3: 51,824 shares; 2025Q4: 51,358 shares; 2026Q1: 51,308 shares 51,308 $3.63M 0.41% -50 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 14,043 shares; 2025Q1: 13,963 shares; 2025Q2: 13,613 shares; 2025Q3: 13,613 shares; 2025Q4: 13,613 shares; 2026Q1: 13,579 shares 13,579 $3.62M 0.41% -34 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,930 shares; 2025Q2: 6,440 shares; 2025Q3: 6,174 shares; 2025Q4: 5,636 shares; 2026Q1: 5,664 shares 5,664 $3.6M 0.41% +28 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: 11,237 shares; 2024Q4: 11,137 shares; 2025Q1: 11,247 shares; 2025Q2: 11,233 shares; 2025Q3: 11,193 shares; 2025Q4: 11,306 shares; 2026Q1: 11,156 shares 11,156 $3.47M 0.39% -150 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: 5,982 shares; 2024Q4: 5,982 shares; 2025Q1: 5,892 shares; 2025Q2: 5,755 shares; 2025Q3: 5,700 shares; 2025Q4: 5,630 shares; 2026Q1: 5,599 shares 5,599 $3.45M 0.39% -31 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: 39,901 shares; 2024Q4: 39,511 shares; 2025Q1: 39,115 shares; 2025Q2: 39,657 shares; 2025Q3: 39,017 shares; 2025Q4: 36,897 shares; 2026Q1: 36,972 shares 36,972 $3.43M 0.39% +75 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,020 shares; 2024Q4: 50,845 shares; 2025Q1: 49,960 shares; 2025Q2: 51,935 shares; 2025Q3: 50,235 shares; 2025Q4: 48,910 shares; 2026Q1: 48,835 shares 48,835 $3.32M 0.38% -75 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 15,765 shares; 2025Q1: 15,966 shares; 2025Q2: 15,702 shares; 2025Q3: 15,392 shares; 2025Q4: 15,172 shares; 2026Q1: 15,163 shares 15,163 $3.28M 0.37% -9 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: 20,508 shares; 2024Q4: 20,352 shares; 2025Q1: 19,544 shares; 2025Q2: 20,220 shares; 2025Q3: 20,160 shares; 2025Q4: 19,104 shares; 2026Q1: 19,166 shares 19,166 $3.25M 0.37% +62 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: 18,028 shares; 2024Q4: 17,603 shares; 2025Q1: 17,403 shares; 2025Q2: 17,471 shares; 2025Q3: 17,296 shares; 2025Q4: 16,068 shares; 2026Q1: 16,121 shares 16,121 $3.13M 0.36% +53 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: 3,346 shares; 2024Q4: 3,315 shares; 2025Q1: 3,519 shares; 2025Q2: 3,779 shares; 2025Q3: 4,044 shares; 2025Q4: 5,142 shares; 2026Q1: 5,286 shares 5,286 $3.02M 0.34% +144 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: 13,477 shares; 2024Q4: 26,954 shares; 2025Q1: 22,954 shares; 2025Q2: 22,954 shares; 2025Q3: 26,954 shares; 2025Q4: 26,904 shares; 2026Q1: 26,904 shares 26,904 $3.02M 0.34% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,440 shares; 2024Q4: 74,990 shares; 2025Q1: 68,865 shares; 2025Q2: 71,715 shares; 2025Q3: 72,190 shares; 2025Q4: 72,215 shares; 2026Q1: 75,090 shares 75,090 $3.01M 0.34% +2,875 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,475 shares; 2024Q4: 29,875 shares; 2025Q1: 27,475 shares; 2025Q2: 25,975 shares; 2025Q3: 29,875 shares; 2025Q4: 29,975 shares; 2026Q1: 29,725 shares 29,725 $2.99M 0.34% -250 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: 414 shares; 2024Q4: 434 shares; 2025Q1: 396 shares; 2025Q2: 1,501 shares; 2025Q3: 2,229 shares; 2025Q4: 2,254 shares; 2026Q1: 2,256 shares 2,256 $2.98M 0.34% +2 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: 26,268 shares; 2024Q4: 24,276 shares; 2025Q1: 22,846 shares; 2025Q2: 22,574 shares; 2025Q3: 21,584 shares; 2025Q4: 20,617 shares; 2026Q1: 20,490 shares 20,490 $2.96M 0.34% -127 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: 39,543 shares; 2024Q4: 36,473 shares; 2025Q1: 35,023 shares; 2025Q2: 34,223 shares; 2025Q3: 34,123 shares; 2025Q4: 33,473 shares; 2026Q1: 33,676 shares 33,676 $2.92M 0.33% +203 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: 14,039 shares; 2024Q4: 14,039 shares; 2025Q1: 14,439 shares; 2025Q2: 15,006 shares; 2025Q3: 14,391 shares; 2025Q4: 13,666 shares; 2026Q1: 13,496 shares 13,496 $2.79M 0.32% -170 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,781 shares; 2024Q4: 48,479 shares; 2025Q1: 46,786 shares; 2025Q2: 49,012 shares; 2025Q3: 49,414 shares; 2025Q4: 41,327 shares; 2026Q1: 40,927 shares 40,927 $2.75M 0.31% -400 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: 66,479 shares; 2024Q4: 65,100 shares; 2025Q1: 63,565 shares; 2025Q2: 58,217 shares; 2025Q3: 62,367 shares; 2025Q4: 61,382 shares; 2026Q1: 60,615 shares 60,615 $2.74M 0.31% -767 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: 8,008 shares; 2024Q4: 8,224 shares; 2025Q1: 8,234 shares; 2025Q2: 8,174 shares; 2025Q3: 8,164 shares; 2025Q4: 7,971 shares; 2026Q1: 7,714 shares 7,714 $2.54M 0.29% -257 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: 8,490 shares; 2024Q4: 8,606 shares; 2025Q1: 8,674 shares; 2025Q2: 8,580 shares; 2025Q3: 8,380 shares; 2025Q4: 8,310 shares; 2026Q1: 8,313 shares 8,313 $2.51M 0.29% +3 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,599 shares; 2024Q4: 13,579 shares; 2025Q1: 13,771 shares; 2025Q2: 13,415 shares; 2025Q3: 12,750 shares; 2025Q4: 12,323 shares; 2026Q1: 12,130 shares 12,130 $2.47M 0.28% -193 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: 5,000 shares; 2024Q4: 5,070 shares; 2025Q1: 4,982 shares; 2025Q2: 5,032 shares; 2025Q3: 5,032 shares; 2025Q4: 5,042 shares; 2026Q1: 5,022 shares 5,022 $2.41M 0.27% -20 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 13,462 shares; 2025Q2: 13,462 shares; 2025Q3: 13,387 shares; 2025Q4: 11,337 shares; 2026Q1: 11,212 shares 11,212 $2.37M 0.27% -125 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: 11,128 shares; 2024Q4: 10,418 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 10,109 shares; 2025Q4: 9,659 shares; 2026Q1: 9,609 shares 9,609 $2.35M 0.27% -50 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 8,311 shares; 2025Q1: 8,311 shares; 2025Q2: 8,311 shares; 2025Q3: 8,311 shares; 2025Q4: 8,236 shares; 2026Q1: 8,076 shares 8,076 $2.32M 0.26% -160 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: 5,864 shares; 2024Q4: 6,040 shares; 2025Q1: 6,205 shares; 2025Q2: 6,366 shares; 2025Q3: 6,452 shares; 2025Q4: 6,905 shares; 2026Q1: 8,040 shares 8,040 $2.31M 0.26% +1,135 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: 14,945 shares; 2024Q4: 14,900 shares; 2025Q1: 14,813 shares; 2025Q2: 14,755 shares; 2025Q3: 14,521 shares; 2025Q4: 14,515 shares; 2026Q1: 14,290 shares 14,290 $2.28M 0.26% -225 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,913 shares; 2025Q1: 1,707 shares; 2025Q2: 1,577 shares; 2025Q3: 1,634 shares; 2025Q4: 16,750 shares; 2026Q1: 23,732 shares 23,732 $2.28M 0.26% +6,982 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,378 shares; 2024Q4: 70,386 shares; 2025Q1: 68,303 shares; 2025Q2: 65,912 shares; 2025Q3: 67,970 shares; 2025Q4: 66,981 shares; 2026Q1: 62,453 shares 62,453 $2.27M 0.26% -4,528 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,225 shares; 2025Q1: 14,813 shares; 2025Q2: 14,813 shares; 2025Q3: 14,663 shares; 2025Q4: 14,588 shares; 2026Q1: 14,588 shares 14,588 $2.24M 0.25% 0 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: 3,562 shares; 2024Q4: 5,604 shares; 2025Q1: 20,412 shares; 2025Q2: 20,512 shares; 2025Q3: 21,432 shares; 2025Q4: 25,044 shares; 2026Q1: 31,089 shares 31,089 $2.24M 0.25% +6,045 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: 32,370 shares; 2024Q4: 32,270 shares; 2025Q1: 31,380 shares; 2025Q2: 28,995 shares; 2025Q3: 27,520 shares; 2025Q4: 25,245 shares; 2026Q1: 24,822 shares 24,822 $2.22M 0.25% -423 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: 17,972 shares; 2024Q4: 17,972 shares; 2025Q1: 17,797 shares; 2025Q2: 17,697 shares; 2025Q3: 17,497 shares; 2025Q4: 15,917 shares; 2026Q1: 15,917 shares 15,917 $2.22M 0.25% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 21,135 shares; 2025Q1: 23,185 shares; 2025Q2: 21,163 shares; 2025Q3: 24,288 shares; 2025Q4: 20,010 shares; 2026Q1: 19,610 shares 19,610 $2.17M 0.25% -400 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 14,162 shares; 2025Q1: 13,962 shares; 2025Q2: 13,888 shares; 2025Q3: 13,643 shares; 2025Q4: 13,608 shares; 2026Q1: 13,609 shares 13,609 $2.14M 0.24% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,477 shares; 2025Q1: 1,502 shares; 2025Q2: 2,152 shares; 2025Q3: 1,732 shares; 2025Q4: 5,950 shares; 2026Q1: 8,772 shares 8,772 $2.13M 0.24% +2,822 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,438 shares; 2025Q1: 5,438 shares; 2025Q2: 5,538 shares; 2025Q3: 5,338 shares; 2025Q4: 5,149 shares; 2026Q1: 5,026 shares 5,026 $2.09M 0.24% -123 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,320 shares; 2024Q4: 25,320 shares; 2025Q1: 25,120 shares; 2025Q2: 20,570 shares; 2025Q3: 24,570 shares; 2025Q4: 24,320 shares; 2026Q1: 23,995 shares 23,995 $2.04M 0.23% -325 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: 90,363 shares; 2024Q4: 81,018 shares; 2025Q1: 79,463 shares; 2025Q2: 75,546 shares; 2025Q3: 75,589 shares; 2025Q4: 71,555 shares; 2026Q1: 70,563 shares 70,563 $1.98M 0.23% -992 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,986 shares; 2024Q4: 35,953 shares; 2025Q1: 35,554 shares; 2025Q2: 33,905 shares; 2025Q3: 32,566 shares; 2025Q4: 31,791 shares; 2026Q1: 31,668 shares 31,668 $1.94M 0.22% -123 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,143 shares; 2024Q4: 5,878 shares; 2025Q1: 5,868 shares; 2025Q2: 5,868 shares; 2025Q3: 5,778 shares; 2025Q4: 5,738 shares; 2026Q1: 5,738 shares 5,738 $1.91M 0.22% 0 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: 2,340 shares; 2024Q4: not reported; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,665 shares; 2025Q4: 5,640 shares; 2026Q1: 5,630 shares 5,630 $1.9M 0.22% -10 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,180 shares; 2024Q4: 17,920 shares; 2025Q1: 17,306 shares; 2025Q2: 16,291 shares; 2025Q3: 15,966 shares; 2025Q4: 15,316 shares; 2026Q1: 15,649 shares 15,649 $1.9M 0.22% +333 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: 21,725 shares; 2025Q1: 20,475 shares; 2025Q2: 19,125 shares; 2025Q3: 23,125 shares; 2025Q4: 17,975 shares; 2026Q1: 17,775 shares 17,775 $1.88M 0.21% -200 Timeline IBDU 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: 36,088 shares; 2025Q4: 64,341 shares; 2026Q1: 77,114 shares 77,114 $1.79M 0.2% +12,773 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: 1,963 shares; 2025Q1: 1,977 shares; 2025Q2: 1,939 shares; 2025Q3: 1,889 shares; 2025Q4: 1,867 shares; 2026Q1: 1,856 shares 1,856 $1.78M 0.2% -11 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: 3,822 shares; 2024Q4: 3,817 shares; 2025Q1: 3,877 shares; 2025Q2: 3,885 shares; 2025Q3: 5,260 shares; 2025Q4: 5,253 shares; 2026Q1: 5,253 shares 5,253 $1.78M 0.2% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,248 shares; 2024Q4: 9,203 shares; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares; 2026Q1: 8,746 shares 8,746 $1.74M 0.2% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,136 shares; 2024Q4: 26,136 shares; 2025Q1: 11,486 shares; 2025Q2: 10,186 shares; 2025Q3: 11,686 shares; 2025Q4: 11,895 shares; 2026Q1: 11,895 shares 11,895 $1.73M 0.2% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,801 shares; 2024Q4: 18,685 shares; 2025Q1: 18,189 shares; 2025Q2: 17,369 shares; 2025Q3: 17,273 shares; 2025Q4: 17,327 shares; 2026Q1: 17,331 shares 17,331 $1.67M 0.19% +4 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,745 shares; 2026Q1: 8,745 shares 8,745 $1.67M 0.19% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 16,623 shares; 2025Q1: 16,672 shares; 2025Q2: 16,000 shares; 2025Q3: 15,000 shares; 2025Q4: 13,711 shares; 2026Q1: 13,211 shares 13,211 $1.64M 0.19% -500 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,450 shares 32,450 $1.62M 0.18% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 6,361 shares; 2025Q1: 6,231 shares; 2025Q2: 6,171 shares; 2025Q3: 6,128 shares; 2025Q4: 6,052 shares; 2026Q1: 6,033 shares 6,033 $1.61M 0.18% -19 Timeline IBDW 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: 15,709 shares; 2025Q4: 45,525 shares; 2026Q1: 76,708 shares 76,708 $1.61M 0.18% +31,183 Timeline BOND 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: 8,310 shares; 2024Q4: 9,300 shares; 2025Q1: 10,910 shares; 2025Q2: 11,610 shares; 2025Q3: 12,175 shares; 2025Q4: 16,408 shares; 2026Q1: 17,118 shares 17,118 $1.58M 0.18% +710 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: 6,131 shares; 2024Q4: 6,131 shares; 2025Q1: 6,131 shares; 2025Q2: 6,171 shares; 2025Q3: 4,856 shares; 2025Q4: 4,907 shares; 2026Q1: 4,882 shares 4,882 $1.58M 0.18% -25 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: 6,826 shares; 2024Q4: 6,826 shares; 2025Q1: 7,094 shares; 2025Q2: 6,306 shares; 2025Q3: 6,196 shares; 2025Q4: 6,132 shares; 2026Q1: 5,995 shares 5,995 $1.57M 0.18% -137 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,675 shares; 2025Q4: 13,275 shares; 2026Q1: 14,225 shares 14,225 $1.57M 0.18% +950 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,852 shares; 2024Q4: 35,652 shares; 2025Q1: 34,917 shares; 2025Q2: 34,374 shares; 2025Q3: 31,124 shares; 2025Q4: 22,434 shares; 2026Q1: 20,429 shares 20,429 $1.56M 0.18% -2,005 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: 12,024 shares; 2024Q4: 12,024 shares; 2025Q1: 12,762 shares; 2025Q2: 12,562 shares; 2025Q3: 12,437 shares; 2025Q4: 12,007 shares; 2026Q1: 11,857 shares 11,857 $1.55M 0.18% -150 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: 9,953 shares; 2024Q4: 9,953 shares; 2025Q1: 9,953 shares; 2025Q2: 9,953 shares; 2025Q3: 9,953 shares; 2025Q4: 10,023 shares; 2026Q1: 10,231 shares 10,231 $1.55M 0.18% +208 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,565 shares; 2024Q4: 13,565 shares; 2025Q1: 13,565 shares; 2025Q2: 13,665 shares; 2025Q3: 13,665 shares; 2025Q4: 13,160 shares; 2026Q1: 13,160 shares 13,160 $1.51M 0.17% 0 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: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,437 shares; 2025Q4: 2,387 shares; 2026Q1: 2,591 shares 2,591 $1.5M 0.17% +204 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: 16,177 shares; 2024Q4: 16,027 shares; 2025Q1: 16,027 shares; 2025Q2: 32,054 shares; 2025Q3: 32,054 shares; 2025Q4: 32,054 shares; 2026Q1: 32,054 shares 32,054 $1.49M 0.17% 0 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: 687 shares; 2024Q4: 656 shares; 2025Q1: 464 shares; 2025Q2: 458 shares; 2025Q3: 448 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $1.46M 0.17% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS 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: 15,824 shares; 2025Q4: 35,461 shares; 2026Q1: 43,074 shares 43,074 $1.45M 0.17% +7,613 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: 14,635 shares; 2024Q4: 14,283 shares; 2025Q1: 14,414 shares; 2025Q2: 14,417 shares; 2025Q3: 14,136 shares; 2025Q4: 13,214 shares; 2026Q1: 13,177 shares 13,177 $1.37M 0.16% -37 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: 1,978 shares; 2024Q4: 1,986 shares; 2025Q1: 2,410 shares; 2025Q2: 2,427 shares; 2025Q3: 2,401 shares; 2025Q4: 12,385 shares; 2026Q1: 12,760 shares 12,760 $1.33M 0.15% +375 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: 14,022 shares; 2024Q4: 13,311 shares; 2025Q1: 14,619 shares; 2025Q2: 15,159 shares; 2025Q3: 14,204 shares; 2025Q4: 14,179 shares; 2026Q1: 14,589 shares 14,589 $1.32M 0.15% +410 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,218 shares; 2025Q1: 59,767 shares; 2025Q2: 55,733 shares; 2025Q3: 61,505 shares; 2025Q4: 60,860 shares; 2026Q1: 60,511 shares 60,511 $1.3M 0.15% -349 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,950 shares; 2024Q4: 15,825 shares; 2025Q1: 14,375 shares; 2025Q2: 14,651 shares; 2025Q3: 17,979 shares; 2025Q4: 18,204 shares; 2026Q1: 20,132 shares 20,132 $1.26M 0.14% +1,928 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,750 shares; 2024Q4: 27,655 shares; 2025Q1: 27,655 shares; 2025Q2: 27,655 shares; 2025Q3: 27,655 shares; 2025Q4: 25,155 shares; 2026Q1: 25,901 shares 25,901 $1.2M 0.14% +746 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,154 shares; 2024Q4: 21,154 shares; 2025Q1: 21,154 shares; 2025Q2: 18,654 shares; 2025Q3: 20,467 shares; 2025Q4: 20,367 shares; 2026Q1: 19,867 shares 19,867 $1.19M 0.14% -500 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: 5,345 shares; 2024Q4: 5,309 shares; 2025Q1: 5,285 shares; 2025Q2: 5,110 shares; 2025Q3: 5,018 shares; 2025Q4: 4,956 shares; 2026Q1: 4,956 shares 4,956 $1.17M 0.13% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 16,370 shares; 2025Q1: 16,345 shares; 2025Q2: 15,547 shares; 2025Q3: 15,604 shares; 2025Q4: 15,652 shares; 2026Q1: 15,252 shares 15,252 $1.16M 0.13% -400 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: 9,152 shares; 2024Q4: 9,047 shares; 2025Q1: 9,747 shares; 2025Q2: 9,737 shares; 2025Q3: 9,037 shares; 2025Q4: 8,970 shares; 2026Q1: 8,770 shares 8,770 $1.16M 0.13% -200 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,234 shares; 2025Q1: 26,934 shares; 2025Q2: 23,712 shares; 2025Q3: 23,315 shares; 2025Q4: 22,585 shares; 2026Q1: 22,585 shares 22,585 $1.13M 0.13% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,750 shares; 2024Q4: 14,450 shares; 2025Q1: 14,075 shares; 2025Q2: 13,875 shares; 2025Q3: 9,475 shares; 2025Q4: 8,460 shares; 2026Q1: 7,760 shares 7,760 $1.12M 0.13% -700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,900 shares 75,900 $1.12M 0.13% new 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: 8,000 shares; 2024Q4: 7,838 shares; 2025Q1: 7,588 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,772 shares; 2026Q1: 6,772 shares 6,772 $1.12M 0.13% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,650 shares; 2024Q4: 18,650 shares; 2025Q1: 17,400 shares; 2025Q2: 16,400 shares; 2025Q3: 16,225 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares 15,400 $1.11M 0.13% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,490 shares; 2025Q2: 8,590 shares; 2025Q3: 7,790 shares; 2025Q4: 8,140 shares; 2026Q1: 8,065 shares 8,065 $1.09M 0.12% -75 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,887 shares; 2024Q4: 12,887 shares; 2025Q1: 12,692 shares; 2025Q2: 12,692 shares; 2025Q3: 12,342 shares; 2025Q4: 12,217 shares; 2026Q1: 11,267 shares 11,267 $1.09M 0.12% -950 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,245 shares; 2024Q4: 32,055 shares; 2025Q1: 33,808 shares; 2025Q2: 33,864 shares; 2025Q3: 34,080 shares; 2025Q4: 33,871 shares; 2026Q1: 35,096 shares 35,096 $1.06M 0.12% +1,225 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: 4,749 shares; 2024Q4: 4,749 shares; 2025Q1: 4,399 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 4,439 shares; 2026Q1: 4,289 shares 4,289 $1.06M 0.12% -150 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: 5,125 shares; 2024Q4: 4,625 shares; 2025Q1: 4,525 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,325 shares; 2026Q1: 4,325 shares 4,325 $1.05M 0.12% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 7,312 shares; 2025Q1: 7,037 shares; 2025Q2: 7,043 shares; 2025Q3: 7,043 shares; 2025Q4: 6,843 shares; 2026Q1: 6,847 shares 6,847 $1.05M 0.12% +4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 2,009 shares; 2025Q1: 2,014 shares; 2025Q2: 2,113 shares; 2025Q3: 2,133 shares; 2025Q4: 2,123 shares; 2026Q1: 2,098 shares 2,098 $1.04M 0.12% -25 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 13,464 shares; 2025Q1: 12,367 shares; 2025Q2: 12,261 shares; 2025Q3: 11,986 shares; 2025Q4: 11,986 shares; 2026Q1: 11,986 shares 11,986 $1.01M 0.12% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,080 shares; 2025Q1: 8,682 shares; 2025Q2: 8,580 shares; 2025Q3: 8,580 shares; 2025Q4: 8,545 shares; 2026Q1: 8,310 shares 8,310 $1.01M 0.11% -235 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: 2,062 shares; 2024Q4: 2,052 shares; 2025Q1: 2,082 shares; 2025Q2: 2,143 shares; 2025Q3: 2,163 shares; 2025Q4: 2,199 shares; 2026Q1: 2,174 shares 2,174 $1.01M 0.11% -25 Timeline IBDS 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: 17,777 shares; 2025Q4: 36,352 shares; 2026Q1: 41,128 shares 41,128 $997K 0.11% +4,776 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: 3,149 shares; 2024Q4: 6,348 shares; 2025Q1: 6,464 shares; 2025Q2: 6,296 shares; 2025Q3: 6,296 shares; 2025Q4: 6,090 shares; 2026Q1: 6,207 shares 6,207 $995K 0.11% +117 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,805 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 4,895 shares; 2025Q4: 4,895 shares; 2026Q1: 4,595 shares 4,595 $975K 0.11% -300 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: 1,875 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 4,303 shares; 2025Q3: 4,283 shares; 2025Q4: 4,378 shares; 2026Q1: 5,283 shares 5,283 $964K 0.11% +905 Timeline IBDT 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: 13,340 shares; 2025Q4: 32,213 shares; 2026Q1: 37,568 shares 37,568 $952K 0.11% +5,355 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,200 shares 9,200 $942K 0.11% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 18,685 shares; 2025Q1: 15,310 shares; 2025Q2: 14,210 shares; 2025Q3: 15,035 shares; 2025Q4: 13,107 shares; 2026Q1: 13,107 shares 13,107 $931K 0.11% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 4,866 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 4,806 shares; 2026Q1: 4,474 shares 4,474 $928K 0.11% -332 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,810 shares; 2024Q4: 47,748 shares; 2025Q1: 44,268 shares; 2025Q2: 42,259 shares; 2025Q3: 38,798 shares; 2025Q4: 22,261 shares; 2026Q1: 22,261 shares 22,261 $927K 0.11% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,424 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,334 shares; 2025Q4: 3,144 shares; 2026Q1: 3,344 shares 3,344 $906K 0.1% +200 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: 12,480 shares; 2024Q4: 12,480 shares; 2025Q1: 12,480 shares; 2025Q2: 14,662 shares; 2025Q3: 14,662 shares; 2025Q4: 14,262 shares; 2026Q1: 13,977 shares 13,977 $896K 0.1% -285 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: 4,122 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,157 shares; 2025Q3: 4,157 shares; 2025Q4: 4,169 shares; 2026Q1: 2,069 shares 2,069 $890K 0.1% -2,100 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,887 shares; 2024Q4: 17,087 shares; 2025Q1: 17,232 shares; 2025Q2: 16,982 shares; 2025Q3: 16,857 shares; 2025Q4: 15,832 shares; 2026Q1: 15,607 shares 15,607 $879K 0.1% -225 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 9,635 shares; 2025Q1: 9,266 shares; 2025Q2: 8,206 shares; 2025Q3: 8,206 shares; 2025Q4: 7,549 shares; 2026Q1: 7,499 shares 7,499 $868K 0.1% -50 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 6,502 shares; 2025Q1: 6,267 shares; 2025Q2: 6,192 shares; 2025Q3: 7,542 shares; 2025Q4: 7,482 shares; 2026Q1: 7,164 shares 7,164 $867K 0.1% -318 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: 3,135 shares; 2024Q4: 3,135 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,067 shares; 2026Q1: 3,087 shares 3,087 $862K 0.1% +20 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,755 shares; 2024Q4: 61,185 shares; 2025Q1: 45,905 shares; 2025Q2: 45,185 shares; 2025Q3: 34,805 shares; 2025Q4: 27,155 shares; 2026Q1: 25,905 shares 25,905 $848K 0.1% -1,250 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,115 shares; 2025Q3: 1,091 shares; 2025Q4: 1,101 shares; 2026Q1: 1,141 shares 1,141 $831K 0.09% +40 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: 64,537 shares; 2024Q4: 26,935 shares; 2025Q1: 25,291 shares; 2025Q2: 23,106 shares; 2025Q3: 19,851 shares; 2025Q4: 18,711 shares; 2026Q1: 18,711 shares 18,711 $826K 0.09% 0 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: 8,371 shares; 2024Q4: 8,371 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,287 shares; 2025Q4: 8,287 shares; 2026Q1: 8,437 shares 8,437 $819K 0.09% +150 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: 67,853 shares; 2024Q4: 25,407 shares; 2025Q1: 25,127 shares; 2025Q2: 25,127 shares; 2025Q3: 24,377 shares; 2025Q4: 23,127 shares; 2026Q1: 22,327 shares 22,327 $797K 0.09% -800 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,668 shares; 2025Q2: 5,669 shares; 2025Q3: 5,721 shares; 2025Q4: 5,526 shares; 2026Q1: 5,466 shares 5,466 $797K 0.09% -60 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: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,250 shares; 2025Q2: 9,266 shares; 2025Q3: 9,266 shares; 2025Q4: 7,466 shares; 2026Q1: 7,466 shares 7,466 $793K 0.09% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,900 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 29,006 shares; 2026Q1: 29,006 shares 29,006 $769K 0.09% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,054 shares; 2025Q1: 986 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 912 shares; 2026Q1: 900 shares 900 $761K 0.09% -12 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 20,217 shares; 2025Q1: 19,617 shares; 2025Q2: 19,664 shares; 2025Q3: 19,664 shares; 2025Q4: 19,759 shares; 2026Q1: 19,864 shares 19,864 $752K 0.09% +105 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares 5,302 $740K 0.08% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,137 shares; 2024Q4: 30,010 shares; 2025Q1: 30,010 shares; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares; 2025Q4: 30,010 shares; 2026Q1: 34,010 shares 34,010 $735K 0.08% +4,000 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: 915 shares; 2024Q4: 930 shares; 2025Q1: 1,377 shares; 2025Q2: 1,542 shares; 2025Q3: 1,542 shares; 2025Q4: 1,477 shares; 2026Q1: 1,437 shares 1,437 $706K 0.08% -40 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: 8,559 shares; 2024Q4: 8,639 shares; 2025Q1: 8,376 shares; 2025Q2: 8,548 shares; 2025Q3: 7,765 shares; 2025Q4: 7,129 shares; 2026Q1: 7,260 shares 7,260 $700K 0.08% +131 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,932 shares; 2025Q1: 5,432 shares; 2025Q2: not reported; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares; 2026Q1: 11,132 shares 11,132 $688K 0.08% +5,000 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 2,025 shares; 2025Q4: 1,965 shares; 2026Q1: 1,915 shares 1,915 $688K 0.08% -50 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 9,466 shares; 2025Q1: 8,974 shares; 2025Q2: 8,529 shares; 2025Q3: 7,979 shares; 2025Q4: 7,533 shares; 2026Q1: 7,533 shares 7,533 $681K 0.08% 0 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: 9,994 shares; 2024Q4: 10,194 shares; 2025Q1: 11,119 shares; 2025Q2: 11,868 shares; 2025Q3: 11,268 shares; 2025Q4: 11,183 shares; 2026Q1: 10,983 shares 10,983 $672K 0.08% -200 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: 5,648 shares; 2024Q4: 6,328 shares; 2025Q1: 6,373 shares; 2025Q2: 4,883 shares; 2025Q3: 4,258 shares; 2025Q4: 34,236 shares; 2026Q1: 18,246 shares 18,246 $671K 0.08% -15,990 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: 11,528 shares; 2024Q4: 11,528 shares; 2025Q1: 11,328 shares; 2025Q2: 11,312 shares; 2025Q3: 11,312 shares; 2025Q4: 10,176 shares; 2026Q1: 10,076 shares 10,076 $665K 0.08% -100 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: 32,482 shares; 2024Q4: 32,002 shares; 2025Q1: 32,002 shares; 2025Q2: 32,002 shares; 2025Q3: 32,002 shares; 2025Q4: 32,002 shares; 2026Q1: 33,502 shares 33,502 $647K 0.07% +1,500 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: 10,149 shares; 2024Q4: 10,149 shares; 2025Q1: 10,149 shares; 2025Q2: 9,967 shares; 2025Q3: 9,967 shares; 2025Q4: 9,417 shares; 2026Q1: 9,253 shares 9,253 $625K 0.07% -164 Timeline DEM 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: 14,650 shares; 2024Q4: 14,650 shares; 2025Q1: 14,850 shares; 2025Q2: 15,050 shares; 2025Q3: 12,550 shares; 2025Q4: 12,550 shares; 2026Q1: 12,550 shares 12,550 $624K 0.07% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 3,449 shares; 2025Q4: 3,399 shares; 2026Q1: 3,640 shares 3,640 $616K 0.07% +241 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: 7,671 shares; 2024Q4: 7,650 shares; 2025Q1: 7,453 shares; 2025Q2: 6,443 shares; 2025Q3: 4,383 shares; 2025Q4: 3,559 shares; 2026Q1: 3,083 shares 3,083 $611K 0.07% -476 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: 12,000 shares; 2024Q4: 11,998 shares; 2025Q1: 11,998 shares; 2025Q2: 10,747 shares; 2025Q3: 11,148 shares; 2025Q4: 11,137 shares; 2026Q1: 11,147 shares 11,147 $602K 0.07% +10 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: 3,891 shares; 2024Q4: 3,878 shares; 2025Q1: 3,973 shares; 2025Q2: 3,597 shares; 2025Q3: 3,126 shares; 2025Q4: 2,861 shares; 2026Q1: 3,201 shares 3,201 $598K 0.07% +340 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: 7,655 shares; 2024Q4: 7,555 shares; 2025Q1: 8,230 shares; 2025Q2: 8,230 shares; 2025Q3: 7,230 shares; 2025Q4: 7,129 shares; 2026Q1: 7,129 shares 7,129 $588K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,891 shares; 2025Q1: 2,879 shares; 2025Q2: 2,880 shares; 2025Q3: 2,869 shares; 2025Q4: 2,871 shares; 2026Q1: 2,872 shares 2,872 $584K 0.07% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 860 shares; 2025Q1: 610 shares; 2025Q2: 563 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $576K 0.07% 0 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: 7,534 shares; 2024Q4: 7,284 shares; 2025Q1: 6,750 shares; 2025Q2: 6,550 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares 6,150 $572K 0.06% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 1,905 shares 1,905 $567K 0.06% 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: 4,236 shares; 2024Q4: 4,181 shares; 2025Q1: 4,119 shares; 2025Q2: 2,596 shares; 2025Q3: 2,220 shares; 2025Q4: 2,127 shares; 2026Q1: 2,078 shares 2,078 $562K 0.06% -49 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 6,485 shares; 2025Q1: 6,485 shares; 2025Q2: 6,185 shares; 2025Q3: 6,185 shares; 2025Q4: 6,185 shares; 2026Q1: 6,185 shares 6,185 $557K 0.06% 0 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: 2,161 shares; 2024Q4: 2,094 shares; 2025Q1: 2,038 shares; 2025Q2: 2,099 shares; 2025Q3: 1,661 shares; 2025Q4: 1,489 shares; 2026Q1: 1,499 shares 1,499 $557K 0.06% +10 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,042 shares; 2025Q1: 15,260 shares; 2025Q2: 14,803 shares; 2025Q3: 14,201 shares; 2025Q4: 13,369 shares; 2026Q1: 13,061 shares 13,061 $552K 0.06% -308 Timeline IBDX 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: 21,793 shares 21,793 $551K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 1,077 shares; 2025Q4: 1,157 shares; 2026Q1: 1,193 shares 1,193 $550K 0.06% +36 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 26,200 shares; 2025Q1: 17,200 shares; 2025Q2: 25,200 shares; 2025Q3: 29,700 shares; 2025Q4: 29,700 shares; 2026Q1: 29,700 shares 29,700 $546K 0.06% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 6,824 shares; 2026Q1: 6,824 shares 6,824 $542K 0.06% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $539K 0.06% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,621 shares; 2024Q4: 44,908 shares; 2025Q1: 45,721 shares; 2025Q2: 45,052 shares; 2025Q3: 41,370 shares; 2025Q4: 36,089 shares; 2026Q1: 34,058 shares 34,058 $535K 0.06% -2,031 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,425 shares 4,425 $529K 0.06% 0 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: 7,384 shares; 2024Q4: 7,247 shares; 2025Q1: 7,159 shares; 2025Q2: 7,074 shares; 2025Q3: 7,036 shares; 2025Q4: 6,936 shares; 2026Q1: 6,811 shares 6,811 $525K 0.06% -125 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,054 shares; 2024Q4: 37,807 shares; 2025Q1: 33,792 shares; 2025Q2: 33,579 shares; 2025Q3: 42,286 shares; 2025Q4: 40,304 shares; 2026Q1: 31,597 shares 31,597 $519K 0.06% -8,707 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 6,033 shares; 2025Q1: 6,233 shares; 2025Q2: 6,333 shares; 2025Q3: 6,333 shares; 2025Q4: 6,333 shares; 2026Q1: 7,373 shares 7,373 $517K 0.06% +1,040 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 reported; 2024Q4: not reported; 2025Q1: 1,640 shares; 2025Q2: 1,648 shares; 2025Q3: 1,749 shares; 2025Q4: 2,249 shares; 2026Q1: 2,610 shares 2,610 $512K 0.06% +361 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 7,908 shares; 2025Q1: 8,097 shares; 2025Q2: 7,398 shares; 2025Q3: 7,398 shares; 2025Q4: 7,199 shares; 2026Q1: 6,997 shares 6,997 $499K 0.06% -202 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $480K 0.05% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,148 shares; 2026Q1: 1,123 shares 1,123 $479K 0.05% -25 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: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 3,586 shares; 2026Q1: 3,586 shares 3,586 $477K 0.05% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 8,945 shares; 2025Q3: 8,945 shares; 2025Q4: 9,156 shares; 2026Q1: 9,156 shares 9,156 $476K 0.05% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 7,025 shares; 2025Q1: 6,525 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares 6,525 $474K 0.05% 0 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: 3,391 shares; 2024Q4: 3,911 shares; 2025Q1: 4,096 shares; 2025Q2: 4,096 shares; 2025Q3: 4,086 shares; 2025Q4: 4,466 shares; 2026Q1: 4,011 shares 4,011 $474K 0.05% -455 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $473K 0.05% 0 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: 1,070 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,055 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,175 shares 1,175 $459K 0.05% +95 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 5,050 shares; 2025Q2: 5,323 shares; 2025Q3: 3,023 shares; 2025Q4: 3,023 shares; 2026Q1: 5,288 shares 5,288 $458K 0.05% +2,265 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 3,371 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 4,616 shares; 2025Q4: 4,773 shares; 2026Q1: 4,573 shares 4,573 $454K 0.05% -200 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: 6,222 shares; 2024Q4: 6,172 shares; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares; 2026Q1: 5,605 shares 5,605 $449K 0.05% 0 Timeline SPLV 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,950 shares; 2025Q3: 5,951 shares; 2025Q4: 5,951 shares; 2026Q1: 5,952 shares 5,952 $435K 0.05% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,607 shares; 2025Q1: 2,157 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,007 shares; 2026Q1: 1,882 shares 1,882 $434K 0.05% -125 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,198 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares 3,248 $429K 0.05% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,146 shares; 2025Q1: 8,146 shares; 2025Q2: 8,146 shares; 2025Q3: 8,146 shares; 2025Q4: 8,696 shares; 2026Q1: 8,696 shares 8,696 $426K 0.05% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares 2,033 $424K 0.05% 0 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: 7,345 shares; 2024Q4: 7,345 shares; 2025Q1: 7,820 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 7,487 shares; 2026Q1: 7,332 shares 7,332 $423K 0.05% -155 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: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,350 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 5,425 shares; 2026Q1: 5,100 shares 5,100 $418K 0.05% -325 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: 7,894 shares; 2024Q4: 7,894 shares; 2025Q1: 9,413 shares; 2025Q2: 8,787 shares; 2025Q3: 8,787 shares; 2025Q4: 8,287 shares; 2026Q1: 8,287 shares 8,287 $409K 0.05% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $407K 0.05% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 5,318 shares; 2025Q1: 5,318 shares; 2025Q2: 5,406 shares; 2025Q3: 5,054 shares; 2025Q4: 5,054 shares; 2026Q1: 5,054 shares 5,054 $405K 0.05% 0 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: not reported; 2026Q1: 1,582 shares 1,582 $396K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,130 shares; 2026Q1: 2,074 shares 2,074 $393K 0.04% -56 Timeline IJJ 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: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares 2,965 $393K 0.04% 0 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: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,096 shares; 2025Q2: 15,240 shares; 2025Q3: 15,240 shares; 2025Q4: 15,240 shares; 2026Q1: 15,240 shares 15,240 $391K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,947 shares; 2025Q1: 9,508 shares; 2025Q2: 8,599 shares; 2025Q3: 8,599 shares; 2025Q4: 7,994 shares; 2026Q1: 7,994 shares 7,994 $390K 0.04% 0 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: 1,270 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $386K 0.04% 0 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: 4,000 shares; 2024Q4: 5,039 shares; 2025Q1: 5,039 shares; 2025Q2: 5,042 shares; 2025Q3: 5,042 shares; 2025Q4: 5,042 shares; 2026Q1: 5,042 shares 5,042 $386K 0.04% 0 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: 1,232 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares 1,172 $385K 0.04% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 5,920 shares; 2025Q1: 5,920 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 5,770 shares; 2026Q1: 5,770 shares 5,770 $382K 0.04% 0 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: 3,915 shares; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 4,085 shares; 2026Q1: 3,965 shares 3,965 $373K 0.04% -120 Timeline IXN 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares; 2025Q4: 3,865 shares; 2026Q1: 3,715 shares 3,715 $371K 0.04% -150 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 6,894 shares; 2026Q1: 6,894 shares 6,894 $364K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,037 shares 1,037 $356K 0.04% -20 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares 1,814 $356K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 9,028 shares; 2025Q1: 9,353 shares; 2025Q2: 9,353 shares; 2025Q3: 9,353 shares; 2025Q4: 9,553 shares; 2026Q1: 9,553 shares 9,553 $356K 0.04% 0 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: 4,053 shares; 2024Q4: 3,833 shares; 2025Q1: 4,228 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 3,270 shares; 2026Q1: 3,220 shares 3,220 $355K 0.04% -50 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,861 shares; 2025Q1: 3,862 shares; 2025Q2: 3,863 shares; 2025Q3: 3,864 shares; 2025Q4: 7,729 shares; 2026Q1: 7,731 shares 7,731 $355K 0.04% +2 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $354K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 8,832 shares; 2025Q4: 8,832 shares; 2026Q1: 8,832 shares 8,832 $343K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares; 2025Q3: 4,006 shares; 2025Q4: 4,354 shares; 2026Q1: 4,429 shares 4,429 $342K 0.04% +75 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: 4,303 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 4,263 shares; 2025Q4: 4,307 shares; 2026Q1: 4,247 shares 4,247 $338K 0.04% -60 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: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $333K 0.04% 0 Timeline IBDY 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: 12,694 shares 12,694 $328K 0.04% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q4: 988 shares; 2026Q1: 463 shares 463 $325K 0.04% -525 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: 10,495 shares; 2025Q3: 10,588 shares; 2025Q4: 10,495 shares; 2026Q1: 10,495 shares 10,495 $325K 0.04% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $321K 0.04% 0 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: 1,477 shares; 2024Q4: 1,451 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,233 shares; 2026Q1: 1,291 shares 1,291 $320K 0.04% +58 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 532 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $319K 0.04% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares 2,325 $316K 0.04% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,495 shares; 2025Q1: 7,495 shares; 2025Q2: 7,495 shares; 2025Q3: 7,495 shares; 2025Q4: 7,495 shares; 2026Q1: 7,495 shares 7,495 $315K 0.04% 0 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: 3,119 shares; 2024Q4: 3,104 shares; 2025Q1: 3,136 shares; 2025Q2: 3,009 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,717 shares 2,717 $312K 0.04% -132 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $308K 0.04% 0 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: 1,098 shares; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: 1,123 shares; 2025Q3: 1,135 shares; 2025Q4: 1,085 shares; 2026Q1: 1,087 shares 1,087 $308K 0.04% +2 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 7,975 shares; 2025Q2: 7,975 shares; 2025Q3: 7,975 shares; 2025Q4: 8,175 shares; 2026Q1: 8,175 shares 8,175 $303K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,162 shares; 2025Q1: 2,116 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $303K 0.03% 0 Timeline QQQG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,400 shares; 2026Q1: 13,200 shares 13,200 $298K 0.03% +3,800 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,075 shares; 2024Q4: 14,075 shares; 2025Q1: 87,645 shares; 2025Q2: 87,645 shares; 2025Q3: 87,645 shares; 2025Q4: 65,645 shares; 2026Q1: 80,645 shares 80,645 $291K 0.03% +15,000 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,178 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares; 2026Q1: 2,954 shares 2,954 $289K 0.03% +221 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: 638 shares; 2024Q4: 607 shares; 2025Q1: 589 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 691 shares; 2026Q1: 671 shares 671 $285K 0.03% -20 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,418 shares; 2025Q2: 1,418 shares; 2025Q3: 1,418 shares; 2025Q4: 1,502 shares; 2026Q1: 1,478 shares 1,478 $280K 0.03% -24 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 945 shares 945 $279K 0.03% -27 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: 7,814 shares; 2024Q4: 5,821 shares; 2025Q1: 5,811 shares; 2025Q2: 5,811 shares; 2025Q3: 5,712 shares; 2025Q4: 5,530 shares; 2026Q1: 5,214 shares 5,214 $275K 0.03% -316 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,163 shares; 2024Q4: 16,163 shares; 2025Q1: 16,163 shares; 2025Q2: 16,163 shares; 2025Q3: 16,163 shares; 2025Q4: 16,163 shares; 2026Q1: 16,163 shares 16,163 $270K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,272 shares 1,272 $269K 0.03% -74 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 5,928 shares; 2025Q4: 5,930 shares; 2026Q1: 6,641 shares 6,641 $267K 0.03% +711 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 6,190 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,790 shares; 2025Q4: 5,715 shares; 2026Q1: 5,035 shares 5,035 $266K 0.03% -680 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,485 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $257K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $255K 0.03% 0 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,100 shares; 2024Q4: 75,900 shares; 2025Q1: 74,100 shares; 2025Q2: 35,400 shares; 2025Q3: 15,750 shares; 2025Q4: 15,750 shares; 2026Q1: 15,450 shares 15,450 $252K 0.03% -300 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: 3,185 shares; 2024Q4: 3,125 shares; 2025Q1: 3,139 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 2,751 shares; 2026Q1: 2,705 shares 2,705 $249K 0.03% -46 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $244K 0.03% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,410 shares; 2025Q1: 8,410 shares; 2025Q2: 8,210 shares; 2025Q3: 8,210 shares; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $244K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares; 2026Q1: 2,213 shares 2,213 $243K 0.03% 0 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: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,112 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares 1,653 $242K 0.03% 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: not reported; 2026Q1: 267 shares 267 $233K 0.03% 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: 3,259 shares; 2024Q4: 2,904 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $231K 0.03% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 1,717 shares; 2025Q2: 1,750 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577 $229K 0.03% 0 Timeline MUNI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $224K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $218K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 3,717 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,596 shares 2,596 $217K 0.02% new Timeline IBDZ 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: 8,299 shares 8,299 $216K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $212K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,665 shares; 2025Q4: 1,384 shares; 2026Q1: 1,442 shares 1,442 $211K 0.02% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,563 shares; 2026Q1: 4,563 shares 4,563 $208K 0.02% 0 Timeline BANK OF AMER CORP 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $203K 0.02% 0 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: not reported; 2024Q4: 4,177 shares; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 3,577 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares 2,710 $202K 0.02% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 12,125 shares; 2025Q1: 12,125 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 11,875 shares; 2026Q1: 11,875 shares 11,875 $150K 0.02% 0 Timeline RENT RENT THE RUNWAY INC More: the full row for RENT THE RUNWAY 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: 11,000 shares; 2026Q1: 11,000 shares 11,000 $52.6K 0.01% 0 Timeline