SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 624,390 shares; 2025Q1: 685,690 shares; 2025Q2: 783,651 shares; 2025Q3: 774,963 shares; 2025Q4: 794,032 shares; 2026Q1: 825,503 shares; 2026Q2: 858,575 shares 858,575 $78M 14.52% +33,072 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; 2024Q3: restricted; 2024Q4: 153,768 shares; 2025Q1: 150,537 shares; 2025Q2: 156,264 shares; 2025Q3: 145,917 shares; 2025Q4: 143,911 shares; 2026Q1: 141,461 shares; 2026Q2: 140,063 shares 140,063 $51.8M 9.66% -1,398 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 278,929 shares; 2025Q1: 315,333 shares; 2025Q2: 313,298 shares; 2025Q3: 389,175 shares; 2025Q4: 447,133 shares; 2026Q1: 474,468 shares; 2026Q2: 523,636 shares 523,636 $43.3M 8.06% +49,168 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 627,510 shares; 2025Q1: 658,768 shares; 2025Q2: 605,364 shares; 2025Q3: 658,650 shares; 2025Q4: 695,111 shares; 2026Q1: 717,520 shares; 2026Q2: 681,739 shares 681,739 $34.5M 6.42% -35,781 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 690,219 shares; 2025Q1: 781,332 shares; 2025Q2: 838,597 shares; 2025Q3: 881,775 shares; 2025Q4: 915,089 shares; 2026Q1: 923,441 shares; 2026Q2: 985,699 shares 985,699 $27.3M 5.09% +62,258 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 378,967 shares; 2025Q1: 402,513 shares; 2025Q2: 375,078 shares; 2025Q3: 374,082 shares; 2025Q4: 372,367 shares; 2026Q1: 370,556 shares; 2026Q2: 337,688 shares 337,688 $25.9M 4.83% -32,868 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176,098 shares; 2025Q1: 208,159 shares; 2025Q2: 220,644 shares; 2025Q3: 253,719 shares; 2025Q4: 265,768 shares; 2026Q1: 269,504 shares; 2026Q2: 262,671 shares 262,671 $13.4M 2.5% -6,833 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; 2024Q3: restricted; 2024Q4: 225,826 shares; 2025Q1: 232,670 shares; 2025Q2: 244,609 shares; 2025Q3: 240,457 shares; 2025Q4: 240,776 shares; 2026Q1: 237,100 shares; 2026Q2: 259,321 shares 259,321 $13.1M 2.43% +22,221 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; 2024Q3: restricted; 2024Q4: 166,743 shares; 2025Q1: 162,661 shares; 2025Q2: 159,031 shares; 2025Q3: 157,604 shares; 2025Q4: 157,050 shares; 2026Q1: 155,021 shares; 2026Q2: 153,827 shares 153,827 $11M 2.04% -1,194 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,635 shares; 2025Q1: 37,524 shares; 2025Q2: 65,502 shares; 2025Q3: 112,791 shares; 2025Q4: 162,293 shares; 2026Q1: 185,564 shares; 2026Q2: 210,875 shares 210,875 $10.7M 1.99% +25,311 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 281,150 shares; 2025Q1: 307,630 shares; 2025Q2: 242,658 shares; 2025Q3: 307,549 shares; 2025Q4: 362,841 shares; 2026Q1: 386,004 shares; 2026Q2: 391,123 shares 391,123 $9.44M 1.76% +5,119 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,431 shares; 2025Q1: 29,061 shares; 2025Q2: 64,336 shares; 2025Q3: 65,664 shares; 2025Q4: 63,204 shares; 2026Q1: 66,035 shares; 2026Q2: 69,850 shares 69,850 $9.41M 1.75% +3,815 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; 2024Q3: restricted; 2024Q4: 303,106 shares; 2025Q1: 299,659 shares; 2025Q2: 290,332 shares; 2025Q3: 287,158 shares; 2025Q4: 278,480 shares; 2026Q1: 273,018 shares; 2026Q2: 265,490 shares 265,490 $7.81M 1.46% -7,528 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,873 shares; 2025Q1: 70,413 shares; 2025Q2: 71,114 shares; 2025Q3: 74,740 shares; 2025Q4: 76,376 shares; 2026Q1: 76,637 shares; 2026Q2: 85,504 shares 85,504 $7.08M 1.32% +8,867 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; 2024Q3: restricted; 2024Q4: 36,304 shares; 2025Q1: 39,043 shares; 2025Q2: 39,605 shares; 2025Q3: 39,230 shares; 2025Q4: 39,987 shares; 2026Q1: 39,572 shares; 2026Q2: 39,417 shares 39,417 $6.23M 1.16% -155 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,152 shares; 2025Q1: 21,604 shares; 2025Q2: 21,635 shares; 2025Q3: 22,726 shares; 2025Q4: 22,646 shares; 2026Q1: 22,714 shares; 2026Q2: 23,468 shares 23,468 $4.7M 0.87% +754 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,415 shares; 2025Q1: 104,210 shares; 2025Q2: 93,515 shares; 2025Q3: 93,409 shares; 2025Q4: 89,873 shares; 2026Q1: 88,871 shares; 2026Q2: 83,730 shares 83,730 $4.22M 0.79% -5,141 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 197,084 shares; 2025Q1: 196,920 shares; 2025Q2: 157,823 shares; 2025Q3: 156,548 shares; 2025Q4: 155,413 shares; 2026Q1: 145,657 shares; 2026Q2: 145,486 shares 145,486 $4.21M 0.78% -171 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,456 shares; 2025Q1: 11,200 shares; 2025Q2: 11,426 shares; 2025Q3: 11,489 shares; 2025Q4: 11,428 shares; 2026Q1: 11,766 shares; 2026Q2: 11,676 shares 11,676 $4.13M 0.77% -90 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,330 shares; 2025Q1: 12,049 shares; 2025Q2: 11,889 shares; 2025Q3: 11,926 shares; 2025Q4: 11,849 shares; 2026Q1: 12,320 shares; 2026Q2: 12,805 shares 12,805 $3.71M 0.69% +485 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,365 shares; 2025Q1: 61,823 shares; 2025Q2: 59,989 shares; 2025Q3: 79,790 shares; 2025Q4: 95,167 shares; 2026Q1: 102,305 shares; 2026Q2: 114,610 shares 114,610 $3.5M 0.65% +12,305 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 128,233 shares; 2025Q1: 126,808 shares; 2025Q2: 118,228 shares; 2025Q3: 117,270 shares; 2025Q4: 113,466 shares; 2026Q1: 112,192 shares; 2026Q2: 111,604 shares 111,604 $3.35M 0.62% -588 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,723 shares; 2025Q1: 7,582 shares; 2025Q2: 7,243 shares; 2025Q3: 7,283 shares; 2025Q4: 7,192 shares; 2026Q1: 7,442 shares; 2026Q2: 7,368 shares 7,368 $2.75M 0.51% -74 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,662 shares; 2025Q1: 34,131 shares; 2025Q2: 27,331 shares; 2025Q3: 25,255 shares; 2025Q4: 25,255 shares; 2026Q1: 24,658 shares; 2026Q2: 25,535 shares 25,535 $2.75M 0.51% +877 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,701 shares; 2025Q1: 30,033 shares; 2025Q2: 31,868 shares; 2025Q3: 39,352 shares; 2025Q4: 47,496 shares; 2026Q1: 51,523 shares; 2026Q2: 59,273 shares 59,273 $2.51M 0.47% +7,750 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; 2024Q3: restricted; 2024Q4: 4,431 shares; 2025Q1: 4,647 shares; 2025Q2: 4,982 shares; 2025Q3: 4,980 shares; 2025Q4: 5,021 shares; 2026Q1: 5,061 shares; 2026Q2: 5,149 shares 5,149 $2.46M 0.46% +88 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,600 shares; 2025Q1: 9,643 shares; 2025Q2: 8,861 shares; 2025Q3: 14,866 shares; 2025Q4: 19,260 shares; 2026Q1: 22,433 shares; 2026Q2: 24,062 shares 24,062 $2.32M 0.43% +1,629 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,183 shares; 2025Q1: 20,170 shares; 2025Q2: 20,552 shares; 2025Q3: 21,273 shares; 2025Q4: 22,386 shares; 2026Q1: 22,037 shares; 2026Q2: 22,216 shares 22,216 $2.18M 0.41% +179 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,982 shares; 2025Q1: 5,948 shares; 2025Q2: 5,497 shares; 2025Q3: 5,497 shares; 2025Q4: 5,633 shares; 2026Q1: 5,663 shares; 2026Q2: 5,736 shares 5,736 $2.17M 0.4% +73 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; 2024Q3: restricted; 2024Q4: 5,735 shares; 2025Q1: 5,941 shares; 2025Q2: 5,714 shares; 2025Q3: 5,662 shares; 2025Q4: 5,729 shares; 2026Q1: 6,159 shares; 2026Q2: 6,292 shares 6,292 $2.06M 0.38% +133 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,619 shares; 2025Q1: 97,456 shares; 2025Q2: 81,616 shares; 2025Q3: 81,624 shares; 2025Q4: 79,682 shares; 2026Q1: 79,121 shares; 2026Q2: 78,990 shares 78,990 $1.95M 0.36% -131 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,542 shares; 2025Q1: 14,059 shares; 2025Q2: 13,153 shares; 2025Q3: 12,230 shares; 2025Q4: 11,478 shares; 2026Q1: 11,488 shares; 2026Q2: 11,480 shares 11,480 $1.89M 0.35% -8 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,455 shares; 2025Q1: 35,994 shares; 2025Q2: 25,840 shares; 2025Q3: 26,555 shares; 2025Q4: 23,790 shares; 2026Q1: 23,360 shares; 2026Q2: 23,297 shares 23,297 $1.84M 0.34% -63 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,466 shares 13,466 $1.84M 0.34% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,839 shares; 2025Q1: 25,699 shares; 2025Q2: 25,002 shares; 2025Q3: 34,824 shares; 2025Q4: 39,148 shares; 2026Q1: 37,067 shares; 2026Q2: 38,841 shares 38,841 $1.82M 0.34% +1,774 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,412 shares; 2025Q2: 1,551 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,596 shares; 2026Q2: 1,685 shares 1,685 $1.79M 0.33% +89 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; 2024Q3: restricted; 2024Q4: 32,484 shares; 2025Q1: 31,266 shares; 2025Q2: 29,771 shares; 2025Q3: 29,741 shares; 2025Q4: 29,272 shares; 2026Q1: 29,768 shares; 2026Q2: 29,180 shares 29,180 $1.74M 0.32% -588 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,259 shares; 2025Q1: 58,675 shares; 2025Q2: 57,111 shares; 2025Q3: 63,190 shares; 2025Q4: 67,326 shares; 2026Q1: 68,315 shares; 2026Q2: 68,542 shares 68,542 $1.72M 0.32% +227 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,881 shares; 2025Q1: 64,445 shares; 2025Q2: 48,875 shares; 2025Q3: 45,062 shares; 2025Q4: 38,023 shares; 2026Q1: 38,253 shares; 2026Q2: 17,254 shares 17,254 $1.58M 0.29% -20,999 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,227 shares; 2025Q1: 9,543 shares; 2025Q2: 8,568 shares; 2025Q3: 10,132 shares; 2025Q4: 13,025 shares; 2026Q1: 14,597 shares; 2026Q2: 16,253 shares 16,253 $1.54M 0.29% +1,656 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 8,932 shares; 2025Q3: 12,068 shares; 2025Q4: 14,326 shares; 2026Q1: 22,375 shares; 2026Q2: 14,325 shares 14,325 $1.53M 0.28% -8,050 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,097 shares; 2025Q1: 17,655 shares; 2025Q2: 16,084 shares; 2025Q3: 19,104 shares; 2025Q4: 24,458 shares; 2026Q1: 27,434 shares; 2026Q2: 30,714 shares 30,714 $1.49M 0.28% +3,280 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,697 shares; 2025Q1: 27,758 shares; 2025Q2: 29,545 shares; 2025Q3: 28,860 shares; 2025Q4: 28,768 shares; 2026Q1: 28,402 shares; 2026Q2: 28,575 shares 28,575 $1.48M 0.28% +173 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 15,641 shares 15,641 $1.48M 0.28% +15,321 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; 2024Q3: restricted; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $1.39M 0.26% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,334 shares; 2025Q1: 32,044 shares; 2025Q2: 25,299 shares; 2025Q3: 23,606 shares; 2025Q4: 21,862 shares; 2026Q1: 21,043 shares; 2026Q2: 17,296 shares 17,296 $1.35M 0.25% -3,747 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; 2024Q3: restricted; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,932 shares; 2026Q2: 4,932 shares 4,932 $1.28M 0.24% 0 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; 2024Q3: restricted; 2024Q4: 1,917 shares; 2025Q1: 2,000 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 2,189 shares 2,189 $1.27M 0.24% +211 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,491 shares; 2025Q1: 10,547 shares; 2025Q2: 10,581 shares; 2025Q3: 10,712 shares; 2025Q4: 10,994 shares; 2026Q1: 10,943 shares; 2026Q2: 11,103 shares 11,103 $1.26M 0.23% +160 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; 2024Q3: restricted; 2024Q4: 4,743 shares; 2025Q1: 4,770 shares; 2025Q2: 4,931 shares; 2025Q3: 4,930 shares; 2025Q4: 5,024 shares; 2026Q1: 4,922 shares; 2026Q2: 5,164 shares 5,164 $1.23M 0.23% +242 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,038 shares; 2025Q1: 4,699 shares; 2025Q2: 5,273 shares; 2025Q3: 6,671 shares; 2025Q4: 6,807 shares; 2026Q1: 6,684 shares; 2026Q2: 7,011 shares 7,011 $1.16M 0.22% +327 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,619 shares; 2025Q1: 20,828 shares; 2025Q2: 20,828 shares; 2025Q3: 21,178 shares; 2025Q4: 21,178 shares; 2026Q1: 21,106 shares; 2026Q2: 21,106 shares 21,106 $1.13M 0.21% 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; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 1,024 shares; 2025Q2: 1,005 shares; 2025Q3: 1,023 shares; 2025Q4: 1,043 shares; 2026Q1: 1,028 shares; 2026Q2: 1,108 shares 1,108 $1.12M 0.21% +80 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,210 shares; 2025Q1: 9,967 shares; 2025Q2: 9,665 shares; 2025Q3: 9,793 shares; 2025Q4: 10,045 shares; 2026Q1: 10,223 shares; 2026Q2: 10,535 shares 10,535 $1.1M 0.2% +312 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; 2024Q3: restricted; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 2,763 shares; 2025Q3: 2,863 shares; 2025Q4: 2,863 shares; 2026Q1: 2,863 shares; 2026Q2: 2,863 shares 2,863 $1.05M 0.2% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,809 shares; 2025Q1: 31,833 shares; 2025Q2: 31,222 shares; 2025Q3: 32,643 shares; 2025Q4: 32,838 shares; 2026Q1: 32,734 shares; 2026Q2: 34,269 shares 34,269 $1.04M 0.19% +1,535 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,161 shares; 2025Q1: 3,439 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 3,878 shares; 2026Q1: 3,994 shares; 2026Q2: 4,135 shares 4,135 $1.04M 0.19% +141 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; 2024Q3: restricted; 2024Q4: 3,558 shares; 2025Q1: 3,565 shares; 2025Q2: 3,769 shares; 2025Q3: 3,769 shares; 2025Q4: 3,851 shares; 2026Q1: 4,037 shares; 2026Q2: 4,037 shares 4,037 $1.03M 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,842 shares; 2025Q1: 2,989 shares; 2025Q2: 3,438 shares; 2025Q3: 3,546 shares; 2025Q4: 3,616 shares; 2026Q1: 3,811 shares; 2026Q2: 3,924 shares 3,924 $997K 0.19% +113 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; 2024Q3: restricted; 2024Q4: 1,857 shares; 2025Q1: 1,861 shares; 2025Q2: 1,889 shares; 2025Q3: 1,959 shares; 2025Q4: 2,084 shares; 2026Q1: 2,059 shares; 2026Q2: 1,973 shares 1,973 $987K 0.18% -86 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,803 shares; 2025Q1: 9,010 shares; 2025Q2: 9,284 shares; 2025Q3: 17,535 shares; 2025Q4: 28,373 shares; 2026Q1: 31,219 shares; 2026Q2: 28,971 shares 28,971 $969K 0.18% -2,248 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,262 shares; 2025Q1: 2,393 shares; 2025Q2: 2,387 shares; 2025Q3: 2,387 shares; 2025Q4: 2,411 shares; 2026Q1: 2,411 shares; 2026Q2: 2,607 shares 2,607 $932K 0.17% +196 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; 2024Q3: restricted; 2024Q4: 692 shares; 2025Q1: 642 shares; 2025Q2: 666 shares; 2025Q3: 641 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 748 shares 748 $897K 0.17% +98 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,503 shares; 2025Q1: 5,475 shares; 2025Q2: 5,047 shares; 2025Q3: 5,047 shares; 2025Q4: 5,020 shares; 2026Q1: 5,106 shares; 2026Q2: 5,106 shares 5,106 $863K 0.16% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,965 shares; 2025Q1: 4,174 shares; 2025Q2: 3,721 shares; 2025Q3: 3,721 shares; 2025Q4: 3,712 shares; 2026Q1: 3,916 shares; 2026Q2: 4,067 shares 4,067 $850K 0.16% +151 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; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,091 shares; 2025Q2: 1,223 shares; 2025Q3: 1,229 shares; 2025Q4: 1,333 shares; 2026Q1: 1,349 shares; 2026Q2: 1,493 shares 1,493 $841K 0.16% +144 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 363 shares; 2025Q2: 1,998 shares; 2025Q3: 5,607 shares; 2025Q4: 8,537 shares; 2026Q1: 8,985 shares; 2026Q2: 16,504 shares 16,504 $822K 0.15% +7,519 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 1,397 shares; 2025Q2: 2,162 shares; 2025Q3: 2,134 shares; 2025Q4: 2,197 shares; 2026Q1: 2,230 shares; 2026Q2: 2,181 shares 2,181 $815K 0.15% -49 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,995 shares; 2025Q1: 4,131 shares; 2025Q2: 34,909 shares; 2025Q3: 34,933 shares; 2025Q4: 35,282 shares; 2026Q1: 35,282 shares; 2026Q2: 35,282 shares 35,282 $799K 0.15% 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; 2024Q3: restricted; 2024Q4: 9,290 shares; 2025Q1: 9,309 shares; 2025Q2: 9,119 shares; 2025Q3: 9,119 shares; 2025Q4: 9,119 shares; 2026Q1: 9,119 shares; 2026Q2: 7,134 shares 7,134 $787K 0.15% -1,985 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; 2024Q3: restricted; 2024Q4: 6,671 shares; 2025Q1: 6,839 shares; 2025Q2: 6,159 shares; 2025Q3: 6,088 shares; 2025Q4: 6,196 shares; 2026Q1: 6,346 shares; 2026Q2: 6,692 shares 6,692 $786K 0.15% +346 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,750 shares; 2025Q3: 4,956 shares; 2025Q4: 5,153 shares; 2026Q1: 5,085 shares; 2026Q2: 5,473 shares 5,473 $766K 0.14% +388 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,767 shares; 2025Q1: 8,914 shares; 2025Q2: 9,026 shares; 2025Q3: 9,026 shares; 2025Q4: 9,070 shares; 2026Q1: 9,010 shares; 2026Q2: 9,618 shares 9,618 $746K 0.14% +608 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,966 shares; 2025Q1: 11,342 shares; 2025Q2: 10,565 shares; 2025Q3: 10,345 shares; 2025Q4: 10,331 shares; 2026Q1: 10,017 shares; 2026Q2: 9,910 shares 9,910 $746K 0.14% -107 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,231 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $745K 0.14% 0 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; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,684 shares; 2025Q2: 5,033 shares; 2025Q3: 4,993 shares; 2025Q4: 4,883 shares; 2026Q1: 5,130 shares; 2026Q2: 5,672 shares 5,672 $729K 0.14% +542 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,387 shares; 2025Q1: 9,326 shares; 2025Q2: 9,326 shares; 2025Q3: 7,876 shares; 2025Q4: 4,607 shares; 2026Q1: 4,378 shares; 2026Q2: 4,318 shares 4,318 $707K 0.13% -60 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; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 763 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $698K 0.13% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,594 shares; 2025Q1: 19,436 shares; 2025Q2: 19,264 shares; 2025Q3: 19,264 shares; 2025Q4: 19,233 shares; 2026Q1: 19,233 shares; 2026Q2: 19,233 shares 19,233 $697K 0.13% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 354 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 350 shares 350 $696K 0.13% +20 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,828 shares; 2025Q1: 15,141 shares; 2025Q2: 18,893 shares; 2025Q3: 23,732 shares; 2025Q4: 23,732 shares; 2026Q1: 23,441 shares; 2026Q2: 21,542 shares 21,542 $683K 0.13% -1,899 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; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 699 shares; 2025Q2: 686 shares; 2025Q3: 694 shares; 2025Q4: 695 shares; 2026Q1: 715 shares; 2026Q2: 729 shares 729 $682K 0.13% +14 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; 2024Q3: restricted; 2024Q4: 1,061 shares; 2025Q1: 1,030 shares; 2025Q2: 1,411 shares; 2025Q3: 1,427 shares; 2025Q4: 1,457 shares; 2026Q1: 1,535 shares; 2026Q2: 1,589 shares 1,589 $677K 0.13% +54 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; 2024Q3: restricted; 2024Q4: 3,890 shares; 2025Q1: 3,951 shares; 2025Q2: 3,424 shares; 2025Q3: 3,273 shares; 2025Q4: 3,153 shares; 2026Q1: 3,128 shares; 2026Q2: 3,053 shares 3,053 $650K 0.12% -75 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; 2024Q3: restricted; 2024Q4: 5,710 shares; 2025Q1: 6,406 shares; 2025Q2: 7,898 shares; 2025Q3: 7,132 shares; 2025Q4: 7,663 shares; 2026Q1: 7,644 shares; 2026Q2: 7,925 shares 7,925 $644K 0.12% +281 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,093 shares; 2025Q1: 4,107 shares; 2025Q2: 3,768 shares; 2025Q3: 3,768 shares; 2025Q4: 3,740 shares; 2026Q1: 3,944 shares; 2026Q2: 4,262 shares 4,262 $625K 0.12% +318 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; 2024Q3: restricted; 2024Q4: 1,727 shares; 2025Q1: 1,652 shares; 2025Q2: 1,726 shares; 2025Q3: 1,742 shares; 2025Q4: 1,623 shares; 2026Q1: 1,604 shares; 2026Q2: 1,767 shares 1,767 $623K 0.12% +163 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; 2024Q3: restricted; 2024Q4: 9,618 shares; 2025Q1: 9,740 shares; 2025Q2: 8,873 shares; 2025Q3: 8,873 shares; 2025Q4: 8,989 shares; 2026Q1: 9,658 shares; 2026Q2: 10,836 shares 10,836 $617K 0.12% +1,178 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,136 shares; 2025Q1: 2,163 shares; 2025Q2: 2,111 shares; 2025Q3: 2,061 shares; 2025Q4: 2,119 shares; 2026Q1: 2,247 shares; 2026Q2: 2,280 shares 2,280 $616K 0.11% +33 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; 2024Q3: restricted; 2024Q4: 1,853 shares; 2025Q1: 1,752 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $607K 0.11% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,532 shares; 2025Q1: 1,566 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares; 2025Q4: 1,710 shares; 2026Q1: 1,647 shares; 2026Q2: 1,767 shares 1,767 $606K 0.11% +120 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,809 shares; 2025Q1: 2,834 shares; 2025Q2: 2,747 shares; 2025Q3: 2,816 shares; 2025Q4: 2,805 shares; 2026Q1: 2,717 shares; 2026Q2: 3,110 shares 3,110 $590K 0.11% +393 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,479 shares; 2025Q1: 1,529 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,583 shares; 2026Q1: 1,567 shares; 2026Q2: 1,567 shares 1,567 $581K 0.11% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,912 shares; 2025Q1: 1,955 shares; 2025Q2: 3,200 shares; 2025Q3: 3,220 shares; 2025Q4: 3,227 shares; 2026Q1: 3,245 shares; 2026Q2: 3,325 shares 3,325 $579K 0.11% +80 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,229 shares; 2025Q1: 1,214 shares; 2025Q2: 1,269 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,295 shares; 2026Q2: 1,697 shares 1,697 $574K 0.11% +402 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; 2024Q3: restricted; 2024Q4: 658 shares; 2025Q1: 937 shares; 2025Q2: 1,166 shares; 2025Q3: 1,054 shares; 2025Q4: 1,083 shares; 2026Q1: 1,161 shares; 2026Q2: 1,140 shares 1,140 $572K 0.11% -21 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; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,366 shares; 2025Q2: 1,351 shares; 2025Q3: 1,359 shares; 2025Q4: 1,352 shares; 2026Q1: 1,370 shares; 2026Q2: 1,374 shares 1,374 $571K 0.11% +4 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; 2024Q3: restricted; 2024Q4: 1,917 shares; 2025Q1: 2,011 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,878 shares; 2026Q2: 1,983 shares 1,983 $558K 0.1% +105 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,293 shares; 2025Q1: 18,019 shares; 2025Q2: 16,523 shares; 2025Q3: 14,873 shares; 2025Q4: 12,604 shares; 2026Q1: 12,148 shares; 2026Q2: 10,718 shares 10,718 $543K 0.1% -1,430 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; 2024Q3: restricted; 2024Q4: 5,403 shares; 2025Q1: 5,403 shares; 2025Q2: 5,618 shares; 2025Q3: 5,618 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,804 shares 5,804 $536K 0.1% +154 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $532K 0.1% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,001 shares; 2025Q1: 8,001 shares; 2025Q2: 7,837 shares; 2025Q3: 7,066 shares; 2025Q4: 7,063 shares; 2026Q1: 7,035 shares; 2026Q2: 7,000 shares 7,000 $526K 0.1% -35 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,013 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $515K 0.1% 0 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; 2024Q3: restricted; 2024Q4: 3,164 shares; 2025Q1: 3,542 shares; 2025Q2: 3,484 shares; 2025Q3: 3,217 shares; 2025Q4: 2,766 shares; 2026Q1: 3,478 shares; 2026Q2: 3,506 shares 3,506 $514K 0.1% +28 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 989 shares; 2025Q2: 1,253 shares; 2025Q3: 1,248 shares; 2025Q4: 1,321 shares; 2026Q1: 1,316 shares; 2026Q2: 1,419 shares 1,419 $514K 0.1% +103 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; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 316 shares; 2025Q2: 456 shares; 2025Q3: 585 shares; 2025Q4: 668 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $513K 0.1% 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; 2024Q3: restricted; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,370 shares; 2026Q1: 1,192 shares; 2026Q2: 1,192 shares 1,192 $501K 0.09% 0 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; 2024Q3: restricted; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 4,278 shares; 2025Q3: 4,278 shares; 2025Q4: 4,260 shares; 2026Q1: 4,405 shares; 2026Q2: 5,993 shares 5,993 $495K 0.09% +1,588 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; 2024Q3: restricted; 2024Q4: 1,356 shares; 2025Q1: 1,338 shares; 2025Q2: 1,421 shares; 2025Q3: 1,367 shares; 2025Q4: 1,546 shares; 2026Q1: 1,646 shares; 2026Q2: 1,819 shares 1,819 $495K 0.09% +173 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,200 shares; 2025Q1: 4,805 shares; 2025Q2: 5,259 shares; 2025Q3: 5,074 shares; 2025Q4: 4,786 shares; 2026Q1: 4,431 shares; 2026Q2: 5,116 shares 5,116 $494K 0.09% +685 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,141 shares; 2025Q1: 4,123 shares; 2025Q2: 4,789 shares; 2025Q3: 5,075 shares; 2025Q4: 5,191 shares; 2026Q1: 5,158 shares; 2026Q2: 5,307 shares 5,307 $492K 0.09% +149 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; 2024Q3: restricted; 2024Q4: 6,855 shares; 2025Q1: 7,441 shares; 2025Q2: 9,333 shares; 2025Q3: 9,753 shares; 2025Q4: 8,721 shares; 2026Q1: 9,403 shares; 2026Q2: 11,543 shares 11,543 $489K 0.09% +2,140 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; 2024Q3: restricted; 2024Q4: 1,562 shares; 2025Q1: 1,744 shares; 2025Q2: 2,221 shares; 2025Q3: 2,322 shares; 2025Q4: 2,480 shares; 2026Q1: 2,355 shares; 2026Q2: 2,677 shares 2,677 $484K 0.09% +322 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 4,000 shares 4,000 $478K 0.09% +3,500 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,440 shares; 2025Q1: 2,313 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 2,011 shares; 2026Q1: 2,091 shares; 2026Q2: 2,091 shares 2,091 $466K 0.09% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,993 shares; 2025Q1: 3,993 shares; 2025Q2: 3,993 shares; 2025Q3: 3,856 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 3,185 shares 3,185 $460K 0.09% -42 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,072 shares; 2025Q1: 4,994 shares; 2025Q2: 4,772 shares; 2025Q3: 4,824 shares; 2025Q4: 4,596 shares; 2026Q1: 4,702 shares; 2026Q2: 4,654 shares 4,654 $445K 0.08% -48 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; 2024Q3: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,167 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $445K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 2,547 shares; 2026Q1: 2,505 shares; 2026Q2: 3,450 shares 3,450 $436K 0.08% +945 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; 2024Q3: restricted; 2024Q4: 1,770 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,802 shares; 2026Q2: 1,802 shares 1,802 $428K 0.08% 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; 2024Q3: restricted; 2024Q4: 2,921 shares; 2025Q1: 2,884 shares; 2025Q2: 3,188 shares; 2025Q3: 3,018 shares; 2025Q4: 2,962 shares; 2026Q1: 3,273 shares; 2026Q2: 3,289 shares 3,289 $427K 0.08% +16 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; 2024Q3: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,689 shares; 2025Q2: 3,571 shares; 2025Q3: 2,794 shares; 2025Q4: 3,942 shares; 2026Q1: 5,218 shares; 2026Q2: 7,272 shares 7,272 $421K 0.08% +2,054 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 671 shares; 2025Q2: 701 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 607 shares 607 $417K 0.08% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,625 shares; 2025Q1: 9,625 shares; 2025Q2: 9,548 shares; 2025Q3: 9,548 shares; 2025Q4: 9,266 shares; 2026Q1: 9,266 shares; 2026Q2: 11,227 shares 11,227 $415K 0.08% +1,961 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,832 shares; 2026Q2: 1,886 shares 1,886 $408K 0.08% +54 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,738 shares; 2025Q1: 6,738 shares; 2025Q2: 4,040 shares; 2025Q3: 4,046 shares; 2025Q4: 4,046 shares; 2026Q1: 4,046 shares; 2026Q2: 4,046 shares 4,046 $408K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 749 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 939 shares 939 $407K 0.08% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $396K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 881 shares; 2025Q1: 917 shares; 2025Q2: 805 shares; 2025Q3: 853 shares; 2025Q4: 811 shares; 2026Q1: 810 shares; 2026Q2: 778 shares 778 $396K 0.07% -32 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; 2024Q3: restricted; 2024Q4: 2,685 shares; 2025Q1: 2,682 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 2,766 shares; 2026Q1: 2,686 shares; 2026Q2: 3,100 shares 3,100 $392K 0.07% +414 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,051 shares 2,051 $389K 0.07% new 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; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,420 shares; 2025Q2: 1,436 shares; 2025Q3: 1,247 shares; 2025Q4: 1,293 shares; 2026Q1: 1,285 shares; 2026Q2: 1,304 shares 1,304 $389K 0.07% +19 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,889 shares; 2025Q1: 1,868 shares; 2025Q2: 1,855 shares; 2025Q3: 1,886 shares; 2025Q4: 1,943 shares; 2026Q1: 1,985 shares; 2026Q2: 2,303 shares 2,303 $388K 0.07% +318 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,224 shares; 2025Q1: 9,224 shares; 2025Q2: 9,160 shares; 2025Q3: 9,160 shares; 2025Q4: 9,160 shares; 2026Q1: 9,160 shares; 2026Q2: 9,160 shares 9,160 $383K 0.07% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,225 shares; 2025Q1: 11,244 shares; 2025Q2: 11,721 shares; 2025Q3: 12,095 shares; 2025Q4: 11,953 shares; 2026Q1: 11,953 shares; 2026Q2: 11,953 shares 11,953 $382K 0.07% 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; 2024Q3: restricted; 2024Q4: 4,759 shares; 2025Q1: 4,888 shares; 2025Q2: 4,888 shares; 2025Q3: 4,785 shares; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares; 2026Q2: 4,785 shares 4,785 $377K 0.07% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,141 shares; 2025Q1: 7,141 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares; 2026Q2: 6,794 shares 6,794 $377K 0.07% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $374K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 2,482 shares; 2025Q1: 2,482 shares; 2025Q2: 2,376 shares; 2025Q3: 2,437 shares; 2025Q4: 2,456 shares; 2026Q1: 2,456 shares; 2026Q2: 2,456 shares 2,456 $372K 0.07% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,437 shares; 2025Q2: 1,797 shares; 2025Q3: 1,707 shares; 2025Q4: 1,779 shares; 2026Q1: 1,770 shares; 2026Q2: 1,684 shares 1,684 $371K 0.07% -86 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 1,584 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 2,036 shares; 2026Q2: 2,610 shares 2,610 $364K 0.07% +574 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,544 shares; 2025Q3: 4,119 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares; 2026Q2: 4,147 shares 4,147 $361K 0.07% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,499 shares; 2025Q1: 1,546 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares; 2026Q2: 1,784 shares 1,784 $358K 0.07% +233 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,489 shares; 2025Q1: 2,492 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,279 shares; 2026Q2: 2,279 shares 2,279 $355K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,620 shares; 2025Q1: 3,347 shares; 2025Q2: 3,957 shares; 2025Q3: 3,750 shares; 2025Q4: 3,436 shares; 2026Q1: 3,355 shares; 2026Q2: 3,460 shares 3,460 $354K 0.07% +105 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 451 shares; 2026Q2: 495 shares 495 $353K 0.07% +44 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 4,510 shares; 2026Q1: 4,400 shares; 2026Q2: 4,927 shares 4,927 $352K 0.07% +527 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,433 shares; 2025Q1: 1,662 shares; 2025Q2: 1,766 shares; 2025Q3: 1,827 shares; 2025Q4: 1,961 shares; 2026Q1: 1,795 shares; 2026Q2: 1,899 shares 1,899 $351K 0.07% +104 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 893 shares 893 $348K 0.06% +27 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; 2024Q3: restricted; 2024Q4: 3,227 shares; 2025Q1: 3,256 shares; 2025Q2: 3,759 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 3,942 shares 3,942 $346K 0.06% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,394 shares; 2025Q1: 11,394 shares; 2025Q2: 11,394 shares; 2025Q3: 11,394 shares; 2025Q4: 11,394 shares; 2026Q1: 11,394 shares; 2026Q2: 11,394 shares 11,394 $337K 0.06% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 445 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $331K 0.06% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,775 shares; 2025Q1: 1,786 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,439 shares; 2026Q2: 2,439 shares 2,439 $330K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 310 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 339 shares 339 $326K 0.06% +18 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; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 330 shares; 2025Q2: 322 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 283 shares; 2026Q2: 276 shares 276 $324K 0.06% -7 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,552 shares; 2025Q1: 6,552 shares; 2025Q2: 6,552 shares; 2025Q3: 6,552 shares; 2025Q4: 6,552 shares; 2026Q1: 6,552 shares; 2026Q2: 6,552 shares 6,552 $314K 0.06% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,040 shares; 2025Q1: 1,973 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157 $312K 0.06% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares; 2026Q2: 4,010 shares 4,010 $312K 0.06% +244 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,579 shares; 2025Q1: 9,114 shares; 2025Q2: 6,418 shares; 2025Q3: 6,572 shares; 2025Q4: 6,959 shares; 2026Q1: 6,933 shares; 2026Q2: 7,334 shares 7,334 $311K 0.06% +401 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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 260 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $303K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 969 shares; 2025Q1: 975 shares; 2025Q2: 958 shares; 2025Q3: 649 shares; 2025Q4: 755 shares; 2026Q1: 998 shares; 2026Q2: 1,589 shares 1,589 $303K 0.06% +591 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 3,367 shares; 2025Q3: 3,487 shares; 2025Q4: 3,408 shares; 2026Q1: 3,619 shares; 2026Q2: 3,715 shares 3,715 $301K 0.06% +96 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,199 shares; 2025Q2: 2,159 shares; 2025Q3: 1,454 shares; 2025Q4: 1,720 shares; 2026Q1: 1,748 shares; 2026Q2: 2,225 shares 2,225 $301K 0.06% +477 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,456 shares; 2025Q1: 2,410 shares; 2025Q2: 2,151 shares; 2025Q3: 2,025 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $301K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 2,017 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 2,123 shares; 2026Q1: 2,101 shares; 2026Q2: 2,101 shares 2,101 $301K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 169 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 395 shares 395 $298K 0.06% +147 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,248 shares; 2025Q1: 7,248 shares; 2025Q2: 5,528 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,962 shares; 2026Q2: 6,193 shares 6,193 $294K 0.05% +231 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares; 2026Q1: 2,223 shares; 2026Q2: 2,497 shares 2,497 $293K 0.05% +274 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,693 shares; 2025Q1: 1,850 shares; 2025Q2: 1,837 shares; 2025Q3: 1,844 shares; 2025Q4: 1,426 shares; 2026Q1: 1,751 shares; 2026Q2: 1,735 shares 1,735 $291K 0.05% -16 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $289K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,471 shares; 2025Q1: 3,471 shares; 2025Q2: 13,963 shares; 2025Q3: 13,963 shares; 2025Q4: 13,963 shares; 2026Q1: 15,636 shares; 2026Q2: 20,713 shares 20,713 $288K 0.05% +5,077 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares; 2026Q1: 2,886 shares; 2026Q2: 2,886 shares 2,886 $287K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares; 2026Q2: 5,989 shares 5,989 $287K 0.05% +2,146 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,013 shares 11,013 $284K 0.05% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,803 shares 1,803 $283K 0.05% +461 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,121 shares; 2025Q2: 1,333 shares; 2025Q3: 1,387 shares; 2025Q4: 1,379 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $278K 0.05% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,209 shares; 2025Q1: 9,958 shares; 2025Q2: 9,633 shares; 2025Q3: 9,633 shares; 2025Q4: 9,633 shares; 2026Q1: 9,633 shares; 2026Q2: 9,511 shares 9,511 $276K 0.05% -122 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; 2024Q3: restricted; 2024Q4: 6,632 shares; 2025Q1: 7,456 shares; 2025Q2: 13,404 shares; 2025Q3: 13,921 shares; 2025Q4: 7,256 shares; 2026Q1: 8,211 shares; 2026Q2: 13,332 shares 13,332 $276K 0.05% +5,121 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares; 2026Q1: 1,722 shares; 2026Q2: 1,684 shares 1,684 $275K 0.05% -38 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; 2024Q3: restricted; 2024Q4: 2,679 shares; 2025Q1: 2,586 shares; 2025Q2: 4,557 shares; 2025Q3: 3,551 shares; 2025Q4: 3,560 shares; 2026Q1: 3,497 shares; 2026Q2: 3,427 shares 3,427 $275K 0.05% -70 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,159 shares; 2025Q1: 14,818 shares; 2025Q2: 16,329 shares; 2025Q3: 9,412 shares; 2025Q4: 7,962 shares; 2026Q1: 6,843 shares; 2026Q2: 5,956 shares 5,956 $272K 0.05% -887 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 3,467 shares; 2025Q3: 3,467 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares; 2026Q2: 3,467 shares 3,467 $267K 0.05% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,235 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $261K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,010 shares; 2025Q2: 4,761 shares; 2025Q3: 3,370 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares; 2026Q2: 3,385 shares 3,385 $261K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,621 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 2,702 shares 2,702 $261K 0.05% -304 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 938 shares; 2025Q2: 852 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares 831 $260K 0.05% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,446 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares; 2026Q1: 2,578 shares; 2026Q2: 2,713 shares 2,713 $258K 0.05% +135 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 501 shares 501 $255K 0.05% +49 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,009 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,797 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares; 2026Q2: 2,998 shares 2,998 $254K 0.05% +29 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,754 shares; 2025Q1: 4,535 shares; 2025Q2: 4,402 shares; 2025Q3: 4,402 shares; 2025Q4: 4,402 shares; 2026Q1: 4,402 shares; 2026Q2: 4,402 shares 4,402 $250K 0.05% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,434 shares; 2026Q2: 2,434 shares 2,434 $250K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,315 shares; 2025Q1: 1,334 shares; 2025Q2: 1,368 shares; 2025Q3: 1,294 shares; 2025Q4: 1,095 shares; 2026Q1: 1,101 shares; 2026Q2: 1,611 shares 1,611 $248K 0.05% +510 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 414 shares; 2025Q3: 390 shares; 2025Q4: 369 shares; 2026Q1: 425 shares; 2026Q2: 387 shares 387 $246K 0.05% -38 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $244K 0.05% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,716 shares; 2025Q1: 6,769 shares; 2025Q2: 5,727 shares; 2025Q3: 5,546 shares; 2025Q4: 4,411 shares; 2026Q1: 4,243 shares; 2026Q2: 4,243 shares 4,243 $240K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 858 shares; 2025Q1: 1,060 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 2,286 shares; 2026Q1: 3,228 shares; 2026Q2: 3,228 shares 3,228 $240K 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; 2024Q3: restricted; 2024Q4: 626 shares; 2025Q1: 595 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 679 shares; 2026Q1: 709 shares; 2026Q2: 760 shares 760 $239K 0.04% +51 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,361 shares; 2026Q1: 4,145 shares; 2026Q2: 3,966 shares 3,966 $238K 0.04% -179 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; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,314 shares; 2025Q2: 1,093 shares; 2025Q3: 1,083 shares; 2025Q4: 2,808 shares; 2026Q1: 1,928 shares; 2026Q2: 2,460 shares 2,460 $237K 0.04% +532 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,674 shares; 2025Q1: 1,762 shares; 2025Q2: 2,010 shares; 2025Q3: 2,112 shares; 2025Q4: 2,388 shares; 2026Q1: 2,941 shares; 2026Q2: 2,577 shares 2,577 $234K 0.04% -364 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; 2024Q3: restricted; 2024Q4: 656 shares; 2025Q1: 676 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 667 shares; 2026Q2: 659 shares 659 $233K 0.04% -8 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,478 shares; 2025Q1: 3,198 shares; 2025Q2: 3,717 shares; 2025Q3: 3,654 shares; 2025Q4: 3,731 shares; 2026Q1: 3,761 shares; 2026Q2: 4,178 shares 4,178 $232K 0.04% +417 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,725 shares; 2025Q1: 1,730 shares; 2025Q2: 3,110 shares; 2025Q3: 863 shares; 2025Q4: 1,568 shares; 2026Q1: 1,783 shares; 2026Q2: 2,528 shares 2,528 $232K 0.04% +745 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $228K 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; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 830 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $225K 0.04% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares; 2026Q2: 2,928 shares 2,928 $224K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 2,773 shares; 2025Q1: 2,749 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,160 shares; 2026Q1: 3,208 shares; 2026Q2: 3,208 shares 3,208 $219K 0.04% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,323 shares; 2025Q1: 9,323 shares; 2025Q2: 9,765 shares; 2025Q3: 9,844 shares; 2025Q4: 9,844 shares; 2026Q1: 9,844 shares; 2026Q2: 10,883 shares 10,883 $218K 0.04% +1,039 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; 2024Q3: restricted; 2024Q4: 1,247 shares; 2025Q1: 1,326 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 3,029 shares 3,029 $218K 0.04% +446 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares; 2026Q2: 2,611 shares 2,611 $218K 0.04% +205 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,310 shares 2,310 $216K 0.04% +59 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $216K 0.04% 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; 2024Q3: restricted; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,912 shares; 2025Q3: 2,457 shares; 2025Q4: 3,923 shares; 2026Q1: 3,764 shares; 2026Q2: 4,580 shares 4,580 $214K 0.04% +816 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,339 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $213K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 381 shares; 2025Q1: 382 shares; 2025Q2: 551 shares; 2025Q3: 545 shares; 2025Q4: 611 shares; 2026Q1: 724 shares; 2026Q2: 721 shares 721 $211K 0.04% -3 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; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: 942 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 707 shares; 2026Q1: 647 shares; 2026Q2: 617 shares 617 $210K 0.04% -30 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 779 shares 779 $210K 0.04% -1 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares; 2026Q1: 3,572 shares; 2026Q2: 3,572 shares 3,572 $209K 0.04% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,397 shares; 2025Q1: 6,397 shares; 2025Q2: 6,397 shares; 2025Q3: 6,397 shares; 2025Q4: 6,394 shares; 2026Q1: 6,394 shares; 2026Q2: 6,394 shares 6,394 $208K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 3,090 shares; 2025Q1: 3,051 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares; 2026Q2: 3,680 shares 3,680 $207K 0.04% +629 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,108 shares; 2025Q1: 6,108 shares; 2025Q2: 6,108 shares; 2025Q3: 6,108 shares; 2025Q4: 6,108 shares; 2026Q1: 6,108 shares; 2026Q2: 6,108 shares 6,108 $207K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $207K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,631 shares; 2025Q2: 3,840 shares; 2025Q3: 3,069 shares; 2025Q4: 3,094 shares; 2026Q1: 2,418 shares; 2026Q2: 2,082 shares 2,082 $206K 0.04% -336 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,950 shares; 2025Q3: 2,514 shares; 2025Q4: 2,093 shares; 2026Q1: 1,958 shares; 2026Q2: 2,458 shares 2,458 $205K 0.04% +500 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $201K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 1,433 shares; 2025Q3: 1,525 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $201K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,649 shares; 2025Q1: 1,688 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,678 shares; 2026Q1: 1,592 shares; 2026Q2: 1,803 shares 1,803 $199K 0.04% +211 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,624 shares; 2025Q1: 2,624 shares; 2025Q2: 2,748 shares; 2025Q3: 2,748 shares; 2025Q4: 2,667 shares; 2026Q1: 2,667 shares; 2026Q2: 4,001 shares 4,001 $198K 0.04% +1,334 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 2,879 shares; 2025Q2: 2,640 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $198K 0.04% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 648 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 668 shares; 2026Q2: 668 shares 668 $197K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 597 shares; 2025Q1: 549 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $196K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 920 shares; 2026Q1: 864 shares; 2026Q2: 876 shares 876 $195K 0.04% +12 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; 2024Q3: restricted; 2024Q4: 639 shares; 2025Q1: 640 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 883 shares 883 $195K 0.04% +167 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,026 shares; 2025Q1: 12,026 shares; 2025Q2: 12,026 shares; 2025Q3: 12,026 shares; 2025Q4: 12,026 shares; 2026Q1: 10,800 shares; 2026Q2: 10,875 shares 10,875 $195K 0.04% +75 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,791 shares; 2025Q1: 4,703 shares; 2025Q2: 4,545 shares; 2025Q3: 4,392 shares; 2025Q4: 2,433 shares; 2026Q1: 2,216 shares; 2026Q2: 1,560 shares 1,560 $194K 0.04% -656 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; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 764 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $193K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 633 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $192K 0.04% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,460 shares 2,460 $192K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $191K 0.04% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,260 shares; 2025Q1: 3,234 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,294 shares; 2026Q1: 3,484 shares; 2026Q2: 3,922 shares 3,922 $190K 0.04% +438 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 740 shares; 2025Q2: 1,055 shares; 2025Q3: 1,081 shares; 2025Q4: 1,015 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $190K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $189K 0.04% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 915 shares 915 $189K 0.04% +69 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; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 759 shares; 2025Q2: 674 shares; 2025Q3: 664 shares; 2025Q4: 613 shares; 2026Q1: 604 shares; 2026Q2: 684 shares 684 $189K 0.04% +80 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,116 shares; 2025Q1: 3,092 shares; 2025Q2: 1,909 shares; 2025Q3: 2,514 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares; 2026Q2: 2,994 shares 2,994 $188K 0.04% +506 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,002 shares; 2025Q1: 4,002 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,802 shares; 2026Q2: 7,802 shares 7,802 $185K 0.03% 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; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 673 shares; 2026Q2: 776 shares 776 $185K 0.03% +103 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $183K 0.03% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 769 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 816 shares 816 $182K 0.03% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,489 shares 1,489 $181K 0.03% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 2,012 shares; 2025Q3: 2,372 shares; 2025Q4: 2,166 shares; 2026Q1: 1,778 shares; 2026Q2: 1,961 shares 1,961 $180K 0.03% +183 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,287 shares; 2025Q1: 4,287 shares; 2025Q2: 4,971 shares; 2025Q3: 5,676 shares; 2025Q4: 6,052 shares; 2026Q1: 4,952 shares; 2026Q2: 6,613 shares 6,613 $179K 0.03% +1,661 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares; 2026Q2: 1,039 shares 1,039 $179K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 321 shares; 2025Q2: 320 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 450 shares 450 $179K 0.03% +167 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; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $178K 0.03% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,230 shares; 2025Q3: 4,094 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares; 2026Q2: 4,094 shares 4,094 $175K 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 630 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,842 shares 1,842 $175K 0.03% +570 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,317 shares; 2026Q1: 3,317 shares; 2026Q2: 3,317 shares 3,317 $173K 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $172K 0.03% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 1,913 shares; 2025Q2: 2,162 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares; 2026Q2: 2,162 shares 2,162 $172K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 649 shares; 2026Q2: 828 shares 828 $171K 0.03% +179 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares; 2026Q1: 2,208 shares; 2026Q2: 2,208 shares 2,208 $171K 0.03% 0 Timeline PWB 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; 2024Q3: restricted; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares 1,012 $170K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,669 shares; 2026Q1: 1,669 shares; 2026Q2: 2,065 shares 2,065 $170K 0.03% +396 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,057 shares; 2025Q1: 6,057 shares; 2025Q2: 5,749 shares; 2025Q3: 5,500 shares; 2025Q4: 5,822 shares; 2026Q1: 5,522 shares; 2026Q2: 5,000 shares 5,000 $170K 0.03% -522 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; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681 $169K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $169K 0.03% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $167K 0.03% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $167K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 58 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 52 shares 52 $166K 0.03% +8 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 292 shares; 2025Q2: 324 shares; 2025Q3: 338 shares; 2025Q4: 348 shares; 2026Q1: 338 shares; 2026Q2: 318 shares 318 $163K 0.03% -20 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 2,967 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $163K 0.03% 0 Timeline FDN 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; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $162K 0.03% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,069 shares; 2025Q1: 8,073 shares; 2025Q2: 7,204 shares; 2025Q3: 7,204 shares; 2025Q4: 7,013 shares; 2026Q1: 6,202 shares; 2026Q2: 5,981 shares 5,981 $159K 0.03% -221 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,982 shares; 2025Q1: 2,109 shares; 2025Q2: 1,912 shares; 2025Q3: 1,193 shares; 2025Q4: 1,257 shares; 2026Q1: 1,214 shares; 2026Q2: 1,214 shares 1,214 $159K 0.03% 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; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 802 shares; 2026Q2: 979 shares 979 $159K 0.03% +177 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,742 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,416 shares; 2026Q1: 3,416 shares; 2026Q2: 3,416 shares 3,416 $157K 0.03% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,986 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,986 shares; 2025Q4: 2,986 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $157K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 370 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 563 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 669 shares 669 $156K 0.03% +274 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,049 shares; 2025Q1: 6,145 shares; 2025Q2: 6,533 shares; 2025Q3: 6,625 shares; 2025Q4: 6,764 shares; 2026Q1: 6,586 shares; 2026Q2: 4,833 shares 4,833 $153K 0.03% -1,753 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $152K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 438 shares; 2025Q1: 483 shares; 2025Q2: 701 shares; 2025Q3: 709 shares; 2025Q4: 533 shares; 2026Q1: 546 shares; 2026Q2: 441 shares 441 $152K 0.03% -105 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 1,123 shares; 2026Q2: 1,123 shares 1,123 $152K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 364 shares 364 $151K 0.03% +89 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 1,613 shares; 2025Q3: 5,627 shares; 2025Q4: 5,627 shares; 2026Q1: 5,627 shares; 2026Q2: 5,627 shares 5,627 $150K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,027 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares; 2026Q2: 2,766 shares 2,766 $150K 0.03% +261 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $149K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $148K 0.03% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,759 shares; 2025Q1: 2,786 shares; 2025Q2: 2,209 shares; 2025Q3: 1,933 shares; 2025Q4: 2,547 shares; 2026Q1: 1,899 shares; 2026Q2: 2,025 shares 2,025 $147K 0.03% +126 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,408 shares; 2025Q1: 2,399 shares; 2025Q2: 1,944 shares; 2025Q3: 1,620 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $147K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 644 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 556 shares; 2026Q2: 884 shares 884 $147K 0.03% +328 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $147K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $146K 0.03% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $146K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 799 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $143K 0.03% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares; 2026Q2: 4,216 shares 4,216 $142K 0.03% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 1,873 shares; 2026Q2: 2,298 shares 2,298 $141K 0.03% +425 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,481 shares; 2025Q1: 1,977 shares; 2025Q2: 3,499 shares; 2025Q3: 3,123 shares; 2025Q4: 3,099 shares; 2026Q1: 2,986 shares; 2026Q2: 3,065 shares 3,065 $141K 0.03% +79 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $140K 0.03% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,936 shares; 2026Q1: 3,936 shares; 2026Q2: 5,168 shares 5,168 $140K 0.03% +1,232 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 504 shares; 2026Q1: 494 shares; 2026Q2: 502 shares 502 $140K 0.03% +8 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,558 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,558 shares; 2025Q4: 2,626 shares; 2026Q1: 2,626 shares; 2026Q2: 2,626 shares 2,626 $140K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,234 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $137K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 680 shares; 2025Q2: 586 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 663 shares; 2026Q2: 965 shares 965 $134K 0.03% +302 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 982 shares 982 $133K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 380 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 415 shares 415 $132K 0.02% +88 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 741 shares; 2026Q2: 820 shares 820 $131K 0.02% +79 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $131K 0.02% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $130K 0.02% 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; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 330 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 347 shares 347 $130K 0.02% -12 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 4,740 shares 4,740 $130K 0.02% +3,792 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 3,221 shares; 2025Q3: not reported; 2025Q4: 2,568 shares; 2026Q1: 1,215 shares; 2026Q2: 3,934 shares 3,934 $129K 0.02% +2,719 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; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 1,095 shares 1,095 $128K 0.02% +213 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $127K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 191 shares; 2025Q4: 624 shares; 2026Q1: 816 shares; 2026Q2: 1,050 shares 1,050 $127K 0.02% +234 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $125K 0.02% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $124K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $123K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $123K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,801 shares; 2025Q1: 1,565 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 2,326 shares 2,326 $122K 0.02% +950 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,313 shares; 2025Q1: 2,313 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,311 shares 2,311 $120K 0.02% -2 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,651 shares; 2025Q1: 4,651 shares; 2025Q2: 4,575 shares; 2025Q3: 4,272 shares; 2025Q4: 4,272 shares; 2026Q1: 4,227 shares; 2026Q2: 4,227 shares 4,227 $119K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $119K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 347 shares 347 $118K 0.02% +16 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,152 shares; 2025Q3: 1,144 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $118K 0.02% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $117K 0.02% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 626 shares; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 640 shares 640 $117K 0.02% +249 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,080 shares; 2025Q4: 1,814 shares; 2026Q1: 1,735 shares; 2026Q2: 1,995 shares 1,995 $114K 0.02% +260 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 957 shares 957 $114K 0.02% -105 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 480 shares; 2025Q3: 494 shares; 2025Q4: 486 shares; 2026Q1: 471 shares; 2026Q2: 430 shares 430 $112K 0.02% -41 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $112K 0.02% 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; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 880 shares 880 $109K 0.02% +654 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; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 436 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 748 shares; 2026Q1: 585 shares; 2026Q2: 935 shares 935 $109K 0.02% +350 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 1,758 shares 1,758 $109K 0.02% +1,342 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 306 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $107K 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,527 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares 1,946 $106K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $104K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $104K 0.02% 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; 2024Q3: restricted; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,654 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 1,261 shares; 2026Q2: 1,667 shares 1,667 $103K 0.02% +406 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; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $103K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares; 2026Q2: 1,187 shares 1,187 $103K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 93 shares; 2025Q2: 173 shares; 2025Q3: 93 shares; 2025Q4: 391 shares; 2026Q1: 541 shares; 2026Q2: 627 shares 627 $103K 0.02% +86 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; 2024Q3: restricted; 2024Q4: 1,705 shares; 2025Q1: 1,646 shares; 2025Q2: 3,799 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 1,749 shares 1,749 $101K 0.02% +1,053 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,680 shares; 2025Q2: 1,125 shares; 2025Q3: 1,122 shares; 2025Q4: 970 shares; 2026Q1: 790 shares; 2026Q2: 788 shares 788 $99.5K 0.02% -2 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,313 shares 2,313 $98.5K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $98.1K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 550 shares 550 $98K 0.02% +528 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $97.1K 0.02% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $97K 0.02% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 830 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $96.9K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $96.2K 0.02% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,002 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 863 shares; 2026Q2: 863 shares 863 $93.7K 0.02% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $93.4K 0.02% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,165 shares; 2025Q1: 9,076 shares; 2025Q2: 3,617 shares; 2025Q3: 3,284 shares; 2025Q4: 4,163 shares; 2026Q1: 3,638 shares; 2026Q2: 3,656 shares 3,656 $93.3K 0.02% +18 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 294 shares; 2025Q1: 382 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 571 shares; 2026Q1: 899 shares; 2026Q2: 899 shares 899 $93K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 652 shares; 2026Q2: 569 shares 569 $92.9K 0.02% -83 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $91.4K 0.02% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,827 shares; 2026Q2: 3,827 shares 3,827 $90.2K 0.02% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $89.9K 0.02% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,452 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,370 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares; 2026Q2: 1,817 shares 1,817 $89.3K 0.02% -470 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; 2024Q3: restricted; 2024Q4: 326 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 316 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $88.9K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,521 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares; 2026Q2: 1,290 shares 1,290 $88.2K 0.02% -228 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,871 shares 1,871 $87.7K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 1,217 shares; 2025Q1: 1,436 shares; 2025Q2: 1,941 shares; 2025Q3: 795 shares; 2025Q4: 112 shares; 2026Q1: 430 shares; 2026Q2: 785 shares 785 $86.2K 0.02% +355 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 544 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $84.9K 0.02% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,040 shares; 2026Q1: 1,607 shares; 2026Q2: 1,607 shares 1,607 $84.6K 0.02% 0 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $83.8K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 4,208 shares 4,208 $83.7K 0.02% +3,654 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $83.2K 0.02% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,388 shares; 2025Q2: 1,379 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,170 shares; 2026Q2: 1,138 shares 1,138 $82K 0.02% -32 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $81.8K 0.02% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $81.4K 0.02% 0 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,131 shares; 2025Q1: 3,131 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares; 2026Q1: 4,239 shares; 2026Q2: 1,606 shares 1,606 $81.3K 0.02% -2,633 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; 2024Q3: restricted; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 970 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $80.2K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $79.6K 0.01% 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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 441 shares; 2025Q2: 1,066 shares; 2025Q3: 927 shares; 2025Q4: 612 shares; 2026Q1: 564 shares; 2026Q2: 597 shares 597 $78.6K 0.01% +33 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $77.9K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,381 shares; 2025Q3: 1,107 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 858 shares 858 $77.6K 0.01% -144 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $77.1K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 438 shares; 2025Q3: 430 shares; 2025Q4: 390 shares; 2026Q1: 359 shares; 2026Q2: 338 shares 338 $75.7K 0.01% -21 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $75K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,348 shares; 2025Q1: 3,356 shares; 2025Q2: 2,900 shares; 2025Q3: 1,518 shares; 2025Q4: 1,508 shares; 2026Q1: 1,612 shares; 2026Q2: 1,612 shares 1,612 $74.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $74.4K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,291 shares; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares; 2026Q2: 1,107 shares 1,107 $74.3K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $74K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $73.7K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $72.5K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 496 shares 496 $72.5K 0.01% +278 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 1,655 shares; 2025Q2: 706 shares; 2025Q3: 702 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 698 shares 698 $71.4K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 420 shares 420 $71.3K 0.01% +95 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 266 shares; 2026Q1: 407 shares; 2026Q2: 487 shares 487 $70.8K 0.01% +80 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 601 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 747 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $70.1K 0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $69.9K 0.01% 0 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $69.9K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: 1,026 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $69.4K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $68.8K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $68.5K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 373 shares; 2025Q2: 429 shares; 2025Q3: 349 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $68.4K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $67.9K 0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $67.1K 0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392 shares 392 $67K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 438 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $66.8K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,586 shares; 2025Q1: 8,089 shares; 2025Q2: 7,815 shares; 2025Q3: 7,507 shares; 2025Q4: 7,507 shares; 2026Q1: 6,687 shares; 2026Q2: 6,328 shares 6,328 $66.4K 0.01% -359 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $66.3K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,820 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,916 shares; 2026Q1: 1,803 shares; 2026Q2: 1,544 shares 1,544 $65.9K 0.01% -259 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 1,411 shares; 2025Q3: 845 shares; 2025Q4: 1,032 shares; 2026Q1: 866 shares; 2026Q2: 2,722 shares 2,722 $65.5K 0.01% +1,856 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 2,410 shares 2,410 $64.7K 0.01% +876 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; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 738 shares 738 $63.6K 0.01% +615 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $62.7K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $62.4K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares; 2026Q2: 1,145 shares 1,145 $61.5K 0.01% +388 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $61.4K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,048 shares; 2025Q1: 3,048 shares; 2025Q2: 462 shares; 2025Q3: 575 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $61.1K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 186 shares; 2026Q2: 184 shares 184 $61K 0.01% -2 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $60.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 6,540 shares; 2025Q3: 5,382 shares; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares; 2026Q2: 3,147 shares 3,147 $60.2K 0.01% -281 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 952 shares; 2026Q2: 952 shares 952 $59.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $59.9K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $59.9K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 440 shares; 2026Q1: 593 shares; 2026Q2: 880 shares 880 $59.8K 0.01% +287 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,217 shares; 2026Q1: 1,067 shares; 2026Q2: 787 shares 787 $59.7K 0.01% -280 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 689 shares; 2026Q1: 689 shares; 2026Q2: 3,045 shares 3,045 $58.2K 0.01% +2,356 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares; 2026Q2: 3,143 shares 3,143 $56.2K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 526 shares; 2025Q1: 541 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 338 shares; 2026Q2: 420 shares 420 $55.8K 0.01% +82 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 1,510 shares 1,510 $55.5K 0.01% +532 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $53.3K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 299 shares 299 $52.5K 0.01% -1 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,895 shares; 2026Q2: 1,895 shares 1,895 $52.3K 0.01% 0 Timeline EDIV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares 1,270 $52K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 333 shares; 2025Q2: 292 shares; 2025Q3: 268 shares; 2025Q4: 259 shares; 2026Q1: 157 shares; 2026Q2: 332 shares 332 $52K 0.01% +175 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 1,159 shares 1,159 $52K 0.01% +854 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $51.9K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $51.8K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 259 shares; 2025Q3: 202 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 333 shares 333 $50.4K 0.01% +62 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 615 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $50.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 159 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $50K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 698 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 530 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $50K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $49.4K 0.01% 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; 2024Q3: restricted; 2024Q4: 447 shares; 2025Q1: 313 shares; 2025Q2: 284 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 279 shares; 2026Q2: 217 shares 217 $49.3K 0.01% -62 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 418 shares 418 $49.2K 0.01% -39 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $48.5K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $47.8K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 508 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $47.6K 0.01% 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; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $47.5K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $46.9K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,162 shares; 2025Q1: 1,279 shares; 2025Q2: 829 shares; 2025Q3: 668 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $46.6K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $45.4K 0.01% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 1,779 shares; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares; 2026Q1: 1,628 shares; 2026Q2: 1,628 shares 1,628 $44.7K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,859 shares; 2025Q1: 8,859 shares; 2025Q2: 8,859 shares; 2025Q3: 8,859 shares; 2025Q4: 8,859 shares; 2026Q1: 8,859 shares; 2026Q2: 8,859 shares 8,859 $44.2K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,216 shares 1,216 $44.2K 0.01% -50 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,090 shares; 2025Q1: 2,411 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 889 shares 889 $43.9K 0.01% -22 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 42 shares; 2026Q2: 373 shares 373 $42.9K 0.01% +331 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 39 shares; 2025Q3: 32 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 41 shares 41 $42.7K 0.01% +4 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $42.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $42.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $42.3K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255 shares 255 $42K 0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 1,989 shares 1,989 $41.8K 0.01% -489 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $41.3K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $41.3K 0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $40.9K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 284 shares; 2025Q1: 278 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 270 shares; 2026Q1: 265 shares; 2026Q2: 260 shares 260 $40.8K 0.01% -5 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,363 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,031 shares 1,031 $40.8K 0.01% -299 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares; 2026Q2: 1,378 shares 1,378 $40K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $39.6K 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,277 shares 1,277 $39.4K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 717 shares; 2026Q1: 637 shares; 2026Q2: 285 shares 285 $39.4K 0.01% -352 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 324 shares 324 $39.2K 0.01% -192 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $38.7K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $38.5K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $37.4K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares; 2026Q2: 2,483 shares 2,483 $37.3K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 1,485 shares 1,485 $37.2K 0.01% +1,292 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; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $37.2K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,032 shares; 2025Q1: 1,035 shares; 2025Q2: 3,427 shares; 2025Q3: 3,235 shares; 2025Q4: 3,325 shares; 2026Q1: 1,553 shares; 2026Q2: 900 shares 900 $36.9K 0.01% -653 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $36.8K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 231 shares 231 $36.6K 0.01% +15 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $36.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 55 shares; 2025Q3: 3 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $36.3K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $35.5K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 984 shares; 2025Q1: 1,075 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $35K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 364 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $34.6K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 378 shares 378 $34.5K 0.01% +47 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares; 2026Q2: 592 shares 592 $34.5K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $33.9K 0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $33.9K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares; 2026Q2: 668 shares 668 $33.3K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $33K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 1,025 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,110 shares; 2026Q2: 419 shares 419 $32.8K 0.01% -691 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $32.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 152 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 79 shares 79 $32.2K 0.01% -79 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $31.5K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $30.8K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $30.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 2,704 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares; 2026Q2: 1,631 shares 1,631 $30.2K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 206 shares 206 $30.2K 0.01% +182 Timeline PCY 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; 2024Q3: restricted; 2024Q4: 9,169 shares; 2025Q1: 9,101 shares; 2025Q2: 7,834 shares; 2025Q3: 8,065 shares; 2025Q4: 7,320 shares; 2026Q1: 1,351 shares; 2026Q2: 1,389 shares 1,389 $30.1K 0.01% +38 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $29.9K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares; 2026Q2: 872 shares 872 $29.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $29.1K 0.01% 0 Timeline