XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,271 shares; 2024Q4: 497,429 shares; 2025Q1: 495,393 shares; 2025Q2: 495,316 shares; 2025Q3: 495,411 shares; 2025Q4: 537,312 shares; 2026Q1: 530,457 shares 530,457 $90M 7.93% -6,855 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,132 shares; 2024Q4: 249,612 shares; 2025Q1: 248,081 shares; 2025Q2: 247,861 shares; 2025Q3: 247,758 shares; 2025Q4: 270,685 shares; 2026Q1: 270,207 shares 270,207 $55.9M 4.93% -478 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,887 shares; 2024Q4: 75,300 shares; 2025Q1: 77,184 shares; 2025Q2: 78,223 shares; 2025Q3: 81,044 shares; 2025Q4: 87,566 shares; 2026Q1: 84,765 shares 84,765 $55.4M 4.88% -2,801 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,305 shares; 2024Q4: 210,163 shares; 2025Q1: 205,944 shares; 2025Q2: 202,061 shares; 2025Q3: 204,242 shares; 2025Q4: 211,612 shares; 2026Q1: 211,630 shares 211,630 $53.7M 4.73% +18 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 11,736 shares; 2025Q4: 1,444,927 shares; 2026Q1: 1,443,287 shares 1,443,287 $37M 3.26% -1,640 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,613 shares; 2024Q4: 94,410 shares; 2025Q1: 93,421 shares; 2025Q2: 93,154 shares; 2025Q3: 93,191 shares; 2025Q4: 98,124 shares; 2026Q1: 98,020 shares 98,020 $36.3M 3.2% -104 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,284 shares; 2024Q4: 93,523 shares; 2025Q1: 94,279 shares; 2025Q2: 93,308 shares; 2025Q3: 93,945 shares; 2025Q4: 101,437 shares; 2026Q1: 104,011 shares 104,011 $30.6M 2.7% +2,574 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,048 shares; 2024Q4: 81,018 shares; 2025Q1: 79,191 shares; 2025Q2: 79,200 shares; 2025Q3: 79,120 shares; 2025Q4: 93,114 shares; 2026Q1: 94,087 shares 94,087 $27M 2.38% +973 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,026 shares; 2024Q4: 340,655 shares; 2025Q1: 334,230 shares; 2025Q2: 341,231 shares; 2025Q3: 342,699 shares; 2025Q4: 395,639 shares; 2026Q1: 386,783 shares 386,783 $24.8M 2.18% -8,856 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,220 shares; 2024Q4: 87,112 shares; 2025Q1: 86,650 shares; 2025Q2: 86,787 shares; 2025Q3: 86,244 shares; 2025Q4: 100,771 shares; 2026Q1: 100,354 shares 100,354 $24.5M 2.16% -417 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,230 shares; 2024Q4: 95,133 shares; 2025Q1: 94,308 shares; 2025Q2: 93,071 shares; 2025Q3: 93,246 shares; 2025Q4: 107,359 shares; 2026Q1: 107,559 shares 107,559 $22.4M 1.97% +200 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,164 shares; 2024Q4: 48,039 shares; 2025Q1: 48,796 shares; 2025Q2: 48,528 shares; 2025Q3: 48,681 shares; 2025Q4: 68,763 shares; 2026Q1: 70,243 shares 70,243 $21.7M 1.92% +1,480 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,421 shares; 2024Q4: 66,921 shares; 2025Q1: 67,372 shares; 2025Q2: 67,283 shares; 2025Q3: 67,105 shares; 2025Q4: 70,199 shares; 2026Q1: 69,698 shares 69,698 $20M 1.77% -501 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,168 shares; 2026Q1: 254,961 shares 254,961 $19.3M 1.7% +169,793 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 19,609 shares; 2025Q1: 20,543 shares; 2025Q2: 20,500 shares; 2025Q3: 20,693 shares; 2025Q4: 20,942 shares; 2026Q1: 20,770 shares 20,770 $19.1M 1.68% -172 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,128 shares; 2024Q4: 23,885 shares; 2025Q1: 21,999 shares; 2025Q2: 24,119 shares; 2025Q3: 25,315 shares; 2025Q4: 26,415 shares; 2026Q1: 26,389 shares 26,389 $15.8M 1.39% -26 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,935 shares; 2024Q4: 71,030 shares; 2025Q1: 70,841 shares; 2025Q2: 70,953 shares; 2025Q3: 71,547 shares; 2025Q4: 76,233 shares; 2026Q1: 75,736 shares 75,736 $14.6M 1.29% -497 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,311 shares; 2024Q4: 47,361 shares; 2025Q1: 59,438 shares; 2025Q2: 73,474 shares; 2025Q3: 74,402 shares; 2025Q4: 83,580 shares; 2026Q1: 82,042 shares 82,042 $14.3M 1.26% -1,538 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,496 shares; 2024Q4: 47,614 shares; 2025Q1: 46,967 shares; 2025Q2: 46,407 shares; 2025Q3: 46,632 shares; 2025Q4: 52,303 shares; 2026Q1: 51,126 shares 51,126 $13.4M 1.18% -1,177 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,369 shares; 2024Q4: 122,195 shares; 2025Q1: 123,729 shares; 2025Q2: 129,027 shares; 2025Q3: 128,843 shares; 2025Q4: 141,907 shares; 2026Q1: 138,881 shares 138,881 $12.6M 1.11% -3,026 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,812 shares; 2024Q4: 39,542 shares; 2025Q1: 38,539 shares; 2025Q2: 39,797 shares; 2025Q3: 39,605 shares; 2025Q4: 43,645 shares; 2026Q1: 42,818 shares 42,818 $12.3M 1.08% -827 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,590 shares; 2024Q4: 64,615 shares; 2025Q1: 65,616 shares; 2025Q2: 66,014 shares; 2025Q3: 67,792 shares; 2025Q4: 96,032 shares; 2026Q1: 95,872 shares 95,872 $11.9M 1.05% -160 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,582 shares; 2024Q4: 27,755 shares; 2025Q1: 27,998 shares; 2025Q2: 28,137 shares; 2025Q3: 28,232 shares; 2025Q4: 34,914 shares; 2026Q1: 34,834 shares 34,834 $11.5M 1.01% -80 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,857 shares; 2024Q4: 33,131 shares; 2025Q1: 33,395 shares; 2025Q2: 32,807 shares; 2025Q3: 33,204 shares; 2025Q4: 37,175 shares; 2026Q1: 37,041 shares 37,041 $11.2M 0.99% -134 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 16 shares; 2026Q1: 15 shares 15 $10.8M 0.95% -1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,521 shares; 2024Q4: 144,383 shares; 2025Q1: 149,340 shares; 2025Q2: 147,747 shares; 2025Q3: 145,127 shares; 2025Q4: 160,501 shares; 2026Q1: 156,941 shares 156,941 $10.6M 0.93% -3,560 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,959 shares; 2024Q4: 75,895 shares; 2025Q1: 75,581 shares; 2025Q2: 73,718 shares; 2025Q3: 73,857 shares; 2025Q4: 84,032 shares; 2026Q1: 84,112 shares 84,112 $10.5M 0.92% +80 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,929 shares; 2024Q4: 42,386 shares; 2025Q1: 41,703 shares; 2025Q2: 41,617 shares; 2025Q3: 41,672 shares; 2025Q4: 46,265 shares; 2026Q1: 46,197 shares 46,197 $10M 0.89% -68 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,714 shares; 2024Q4: 47,714 shares; 2025Q1: 47,671 shares; 2025Q2: 47,671 shares; 2025Q3: 48,171 shares; 2025Q4: 48,783 shares; 2026Q1: 48,783 shares 48,783 $9.99M 0.88% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 15,160 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 15,148 shares; 2025Q4: 16,748 shares; 2026Q1: 16,798 shares 16,798 $9.49M 0.84% +50 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,027 shares; 2024Q4: 83,751 shares; 2025Q1: 80,239 shares; 2025Q2: 79,398 shares; 2025Q3: 78,162 shares; 2025Q4: 89,624 shares; 2026Q1: 89,126 shares 89,126 $8.67M 0.76% -498 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,583 shares; 2024Q4: 29,090 shares; 2025Q1: 28,285 shares; 2025Q2: 28,546 shares; 2025Q3: 28,351 shares; 2025Q4: 33,307 shares; 2026Q1: 33,743 shares 33,743 $8.37M 0.74% +436 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 14,811 shares; 2025Q1: 14,790 shares; 2025Q2: 14,957 shares; 2025Q3: 15,124 shares; 2025Q4: 16,033 shares; 2026Q1: 15,733 shares 15,733 $7.86M 0.69% -300 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,275 shares; 2024Q4: 102,925 shares; 2025Q1: 102,170 shares; 2025Q2: 91,323 shares; 2025Q3: 82,595 shares; 2025Q4: 94,538 shares; 2026Q1: 96,859 shares 96,859 $7.68M 0.68% +2,321 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,625 shares; 2025Q1: 6,687 shares; 2025Q2: 6,695 shares; 2025Q3: 6,803 shares; 2025Q4: 7,603 shares; 2026Q1: 7,667 shares 7,667 $7.64M 0.67% +64 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 11,197 shares; 2025Q1: 11,185 shares; 2025Q2: 11,165 shares; 2025Q3: 11,365 shares; 2025Q4: 11,765 shares; 2026Q1: 11,682 shares 11,682 $7.06M 0.62% -83 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,329 shares; 2025Q1: 8,322 shares; 2025Q2: 8,224 shares; 2025Q3: 8,202 shares; 2025Q4: 8,140 shares; 2026Q1: 8,107 shares 8,107 $7.02M 0.62% -33 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,898 shares; 2024Q4: 72,304 shares; 2025Q1: 71,636 shares; 2025Q2: 66,610 shares; 2025Q3: 62,578 shares; 2025Q4: 67,082 shares; 2026Q1: 57,421 shares 57,421 $6.96M 0.61% -9,661 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,927 shares; 2024Q4: 38,927 shares; 2025Q1: 38,808 shares; 2025Q2: 39,136 shares; 2025Q3: 39,368 shares; 2025Q4: 48,706 shares; 2026Q1: 47,845 shares 47,845 $6.91M 0.61% -861 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 4,333 shares; 2025Q1: 4,347 shares; 2025Q2: 4,328 shares; 2025Q3: 4,374 shares; 2025Q4: 5,177 shares; 2026Q1: 5,127 shares 5,127 $6.77M 0.6% -50 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,683 shares 33,683 $6.52M 0.58% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,615 shares; 2025Q1: 17,439 shares; 2025Q2: 17,439 shares; 2025Q3: 17,439 shares; 2025Q4: 19,561 shares; 2026Q1: 19,428 shares 19,428 $6.4M 0.56% -133 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 10,383 shares; 2025Q1: 10,586 shares; 2025Q2: 10,586 shares; 2025Q3: 10,586 shares; 2025Q4: 13,316 shares; 2026Q1: 13,186 shares 13,186 $6.32M 0.56% -130 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,063 shares; 2024Q4: 69,039 shares; 2025Q1: 69,220 shares; 2025Q2: 66,929 shares; 2025Q3: 69,707 shares; 2025Q4: 81,854 shares; 2026Q1: 80,954 shares 80,954 $6.28M 0.55% -900 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,302 shares; 2025Q1: 5,246 shares; 2025Q2: 5,326 shares; 2025Q3: 5,393 shares; 2025Q4: 6,239 shares; 2026Q1: 6,226 shares 6,226 $5.99M 0.53% -13 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,608 shares; 2025Q1: 6,292 shares; 2025Q2: 7,829 shares; 2025Q3: 7,834 shares; 2025Q4: 10,509 shares; 2026Q1: 9,150 shares 9,150 $5.97M 0.53% -1,359 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,815 shares; 2024Q4: 79,790 shares; 2025Q1: 79,701 shares; 2025Q2: 76,748 shares; 2025Q3: 76,740 shares; 2025Q4: 75,995 shares; 2026Q1: 75,185 shares 75,185 $5.76M 0.51% -810 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,846 shares; 2025Q1: 4,943 shares; 2025Q2: 5,003 shares; 2025Q3: 5,268 shares; 2025Q4: 8,585 shares; 2026Q1: 9,680 shares 9,680 $5.54M 0.49% +1,095 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: 20,327 shares; 2025Q1: 20,097 shares; 2025Q2: 20,250 shares; 2025Q3: 21,036 shares; 2025Q4: 24,578 shares; 2026Q1: 24,430 shares 24,430 $5.52M 0.49% -148 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 7,015 shares; 2025Q1: 7,242 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 12,612 shares; 2026Q1: 12,608 shares 12,608 $5.25M 0.46% -4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,571 shares; 2024Q4: 44,384 shares; 2025Q1: 43,920 shares; 2025Q2: 44,448 shares; 2025Q3: 44,733 shares; 2025Q4: 47,908 shares; 2026Q1: 47,288 shares 47,288 $4.86M 0.43% -620 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,285 shares; 2024Q4: 28,299 shares; 2025Q1: 30,982 shares; 2025Q2: 30,313 shares; 2025Q3: 30,046 shares; 2025Q4: 34,711 shares; 2026Q1: 31,227 shares 31,227 $4.85M 0.43% -3,484 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 2,545 shares; 2025Q1: 8,556 shares; 2025Q2: 8,759 shares; 2025Q3: 9,374 shares; 2025Q4: 11,625 shares; 2026Q1: 13,287 shares 13,287 $4.75M 0.42% +1,662 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,121 shares; 2025Q4: 6,657 shares; 2026Q1: 10,734 shares 10,734 $4.62M 0.41% +4,077 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,898 shares; 2025Q1: 12,837 shares; 2025Q2: 24,369 shares; 2025Q3: 24,971 shares; 2025Q4: 26,124 shares; 2026Q1: 26,615 shares 26,615 $4.38M 0.39% +491 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 14,013 shares; 2025Q1: 14,133 shares; 2025Q2: 13,748 shares; 2025Q3: 13,748 shares; 2025Q4: 14,451 shares; 2026Q1: 14,086 shares 14,086 $4.38M 0.39% -365 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 27,569 shares; 2025Q1: 27,675 shares; 2025Q2: 27,700 shares; 2025Q3: 27,700 shares; 2025Q4: 46,684 shares; 2026Q1: 46,454 shares 46,454 $4.37M 0.38% -230 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,657 shares; 2024Q4: 16,657 shares; 2025Q1: 16,437 shares; 2025Q2: 16,587 shares; 2025Q3: 16,530 shares; 2025Q4: 19,525 shares; 2026Q1: 21,772 shares 21,772 $4.32M 0.38% +2,247 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,469 shares; 2024Q4: 42,454 shares; 2025Q1: 42,391 shares; 2025Q2: 41,215 shares; 2025Q3: 40,225 shares; 2025Q4: 38,352 shares; 2026Q1: 35,241 shares 35,241 $4.27M 0.38% -3,111 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 10,587 shares; 2025Q1: 10,678 shares; 2025Q2: 10,682 shares; 2025Q3: 10,982 shares; 2025Q4: 12,281 shares; 2026Q1: 12,243 shares 12,243 $4.2M 0.37% -38 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,228 shares; 2024Q4: 21,528 shares; 2025Q1: 26,360 shares; 2025Q2: 25,360 shares; 2025Q3: 25,360 shares; 2025Q4: 24,577 shares; 2026Q1: 24,977 shares 24,977 $4.17M 0.37% +400 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,850 shares; 2025Q2: 100,547 shares; 2025Q3: 122,393 shares; 2025Q4: 178,033 shares; 2026Q1: 189,174 shares 189,174 $4.14M 0.37% +11,141 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,172 shares; 2024Q4: 27,172 shares; 2025Q1: 27,172 shares; 2025Q2: 27,172 shares; 2025Q3: 27,172 shares; 2025Q4: 36,227 shares; 2026Q1: 36,227 shares 36,227 $4.1M 0.36% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,929 shares; 2024Q4: 46,304 shares; 2025Q1: 47,542 shares; 2025Q2: 42,694 shares; 2025Q3: 42,394 shares; 2025Q4: 43,076 shares; 2026Q1: 42,949 shares 42,949 $3.99M 0.35% -127 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,594 shares; 2025Q2: 88,166 shares; 2025Q3: 110,216 shares; 2025Q4: 157,664 shares; 2026Q1: 171,103 shares 171,103 $3.98M 0.35% +13,439 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 15,718 shares; 2025Q1: 15,915 shares; 2025Q2: 15,920 shares; 2025Q3: 15,920 shares; 2025Q4: 24,096 shares; 2026Q1: 24,096 shares 24,096 $3.86M 0.34% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,372 shares; 2025Q1: 13,253 shares; 2025Q2: 13,192 shares; 2025Q3: 13,190 shares; 2025Q4: 13,180 shares; 2026Q1: 13,059 shares 13,059 $3.81M 0.34% -121 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 10,916 shares; 2025Q1: 10,445 shares; 2025Q2: 8,825 shares; 2025Q3: 10,350 shares; 2025Q4: 10,038 shares; 2026Q1: 10,196 shares 10,196 $3.79M 0.33% +158 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 25,675 shares; 2025Q1: 25,483 shares; 2025Q2: 25,515 shares; 2025Q3: 25,515 shares; 2025Q4: 28,705 shares; 2026Q1: 28,705 shares 28,705 $3.76M 0.33% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,785 shares; 2025Q2: 79,326 shares; 2025Q3: 90,535 shares; 2025Q4: 139,424 shares; 2026Q1: 141,568 shares 141,568 $3.59M 0.32% +2,144 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,816 shares; 2025Q1: 3,898 shares; 2025Q2: 4,023 shares; 2025Q3: 4,213 shares; 2025Q4: 4,766 shares; 2026Q1: 4,756 shares 4,756 $3.37M 0.3% -10 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,367 shares; 2025Q2: 84,093 shares; 2025Q3: 96,239 shares; 2025Q4: 149,058 shares; 2026Q1: 159,376 shares 159,376 $3.34M 0.29% +10,318 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,843 shares; 2024Q4: 8,843 shares; 2025Q1: 8,901 shares; 2025Q2: 8,907 shares; 2025Q3: 8,907 shares; 2025Q4: 11,502 shares; 2026Q1: 11,502 shares 11,502 $3.3M 0.29% 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; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 17,649 shares; 2025Q1: 17,631 shares; 2025Q2: 16,266 shares; 2025Q3: 16,846 shares; 2025Q4: 18,337 shares; 2026Q1: 18,953 shares 18,953 $3.03M 0.27% +616 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 6,824 shares; 2025Q3: 6,824 shares; 2025Q4: 7,124 shares; 2026Q1: 9,291 shares 9,291 $2.98M 0.26% +2,167 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 5,335 shares; 2025Q1: 53,039 shares; 2025Q2: 58,930 shares; 2025Q3: 50,833 shares; 2025Q4: 60,732 shares; 2026Q1: 57,140 shares 57,140 $2.91M 0.26% -3,592 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,214 shares; 2024Q4: 50,194 shares; 2025Q1: 49,739 shares; 2025Q2: 49,747 shares; 2025Q3: 49,737 shares; 2025Q4: 50,077 shares; 2026Q1: 49,701 shares 49,701 $2.89M 0.25% -376 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,038 shares; 2025Q1: 10,989 shares; 2025Q2: 10,622 shares; 2025Q3: 10,610 shares; 2025Q4: 10,960 shares; 2026Q1: 11,079 shares 11,079 $2.69M 0.24% +119 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,483 shares; 2025Q2: 64,941 shares; 2025Q3: 83,889 shares; 2025Q4: 102,712 shares; 2026Q1: 110,108 shares 110,108 $2.67M 0.24% +7,396 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,539 shares; 2025Q1: 15,579 shares; 2025Q2: 15,488 shares; 2025Q3: 18,013 shares; 2025Q4: 24,227 shares; 2026Q1: 22,527 shares 22,527 $2.59M 0.23% -1,700 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,240 shares; 2024Q4: 40,240 shares; 2025Q1: 39,937 shares; 2025Q2: 41,391 shares; 2025Q3: 35,826 shares; 2025Q4: 42,601 shares; 2026Q1: 42,476 shares 42,476 $2.5M 0.22% -125 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,345 shares; 2024Q4: 42,500 shares; 2025Q1: 56,241 shares; 2025Q2: 43,036 shares; 2025Q3: 43,151 shares; 2025Q4: 49,984 shares; 2026Q1: 46,534 shares 46,534 $2.48M 0.22% -3,450 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 18,521 shares; 2025Q1: 18,104 shares; 2025Q2: 18,830 shares; 2025Q3: 18,800 shares; 2025Q4: 18,518 shares; 2026Q1: 18,258 shares 18,258 $2.41M 0.21% -260 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,628 shares; 2025Q1: 4,652 shares; 2025Q2: 4,446 shares; 2025Q3: 4,373 shares; 2025Q4: 4,713 shares; 2026Q1: 4,865 shares 4,865 $2.39M 0.21% +152 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,424 shares; 2025Q2: 61,728 shares; 2025Q3: 77,662 shares; 2025Q4: 94,585 shares; 2026Q1: 96,114 shares 96,114 $2.33M 0.21% +1,529 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,052 shares; 2024Q4: 16,071 shares; 2025Q1: 12,986 shares; 2025Q2: 14,886 shares; 2025Q3: 14,886 shares; 2025Q4: 14,886 shares; 2026Q1: 15,386 shares 15,386 $2.23M 0.2% +500 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,613 shares; 2025Q2: 4,612 shares; 2025Q3: 4,612 shares; 2025Q4: 6,399 shares; 2026Q1: 6,399 shares 6,399 $2.21M 0.19% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,618 shares; 2025Q3: 52,818 shares; 2025Q4: 80,282 shares; 2026Q1: 86,957 shares 86,957 $2.2M 0.19% +6,675 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 6,095 shares; 2025Q1: 6,095 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares 6,095 $2.17M 0.19% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 7,015 shares; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 8,211 shares; 2026Q1: 8,711 shares 8,711 $2.11M 0.19% +500 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,472 shares; 2025Q3: 5,259 shares; 2025Q4: 8,521 shares; 2026Q1: 10,192 shares 10,192 $2.07M 0.18% +1,671 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 3,979 shares; 2025Q1: 3,949 shares; 2025Q2: 4,051 shares; 2025Q3: 4,472 shares; 2025Q4: 5,667 shares; 2026Q1: 5,635 shares 5,635 $1.98M 0.17% -32 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares; 2026Q1: 4,501 shares 4,501 $1.96M 0.17% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,735 shares; 2025Q1: 4,435 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares 4,421 $1.89M 0.17% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 15,286 shares; 2025Q1: 15,110 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 18,316 shares; 2026Q1: 18,686 shares 18,686 $1.82M 0.16% +370 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 22,624 shares; 2025Q1: 22,334 shares; 2025Q2: 22,760 shares; 2025Q3: 22,760 shares; 2025Q4: 22,760 shares; 2026Q1: 22,760 shares 22,760 $1.81M 0.16% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,620 shares; 2025Q1: 3,878 shares; 2025Q2: 8,418 shares; 2025Q3: 8,016 shares; 2025Q4: 8,556 shares; 2026Q1: 7,446 shares 7,446 $1.81M 0.16% -1,110 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,953 shares; 2024Q4: 22,553 shares; 2025Q1: 19,426 shares; 2025Q2: 19,444 shares; 2025Q3: 19,494 shares; 2025Q4: 23,474 shares; 2026Q1: 24,989 shares 24,989 $1.79M 0.16% +1,515 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,975 shares; 2025Q1: 4,983 shares; 2025Q2: 4,186 shares; 2025Q3: 4,088 shares; 2025Q4: 4,086 shares; 2026Q1: 4,091 shares 4,091 $1.79M 0.16% +5 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,804 shares; 2024Q4: 19,804 shares; 2025Q1: 26,070 shares; 2025Q2: 26,310 shares; 2025Q3: 26,233 shares; 2025Q4: 26,355 shares; 2026Q1: 26,355 shares 26,355 $1.77M 0.16% 0 Timeline FEUS FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 16,675 shares; 2025Q1: 16,675 shares; 2025Q2: 16,571 shares; 2025Q3: 15,671 shares; 2025Q4: 25,067 shares; 2026Q1: 25,067 shares 25,067 $1.75M 0.15% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,188 shares; 2024Q4: 28,327 shares; 2025Q1: 28,287 shares; 2025Q2: 27,545 shares; 2025Q3: 27,546 shares; 2025Q4: 32,651 shares; 2026Q1: 32,195 shares 32,195 $1.74M 0.15% -456 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares; 2026Q1: 90,000 shares 90,000 $1.74M 0.15% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 25,750 shares; 2025Q1: 25,750 shares; 2025Q2: 23,750 shares; 2025Q3: 23,750 shares; 2025Q4: 23,550 shares; 2026Q1: 22,050 shares 22,050 $1.73M 0.15% -1,500 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 14,879 shares; 2025Q2: 14,751 shares; 2025Q3: 14,751 shares; 2025Q4: 14,751 shares; 2026Q1: 14,238 shares 14,238 $1.69M 0.15% -513 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,320 shares; 2025Q1: 6,809 shares; 2025Q2: 6,514 shares; 2025Q3: 6,514 shares; 2025Q4: 9,173 shares; 2026Q1: 8,978 shares 8,978 $1.68M 0.15% -195 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 9,317 shares; 2025Q1: 9,317 shares; 2025Q2: 9,317 shares; 2025Q3: 11,079 shares; 2025Q4: 11,079 shares; 2026Q1: 11,079 shares 11,079 $1.64M 0.14% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,224 shares; 2025Q1: 3,286 shares; 2025Q2: 3,350 shares; 2025Q3: 3,428 shares; 2025Q4: 3,503 shares; 2026Q1: 3,291 shares 3,291 $1.63M 0.14% -212 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; 2024Q2: restricted; 2024Q3: 15,703 shares; 2024Q4: 15,703 shares; 2025Q1: 18,288 shares; 2025Q2: 17,933 shares; 2025Q3: 17,933 shares; 2025Q4: 18,933 shares; 2026Q1: 18,933 shares 18,933 $1.61M 0.14% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,136 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 6,205 shares; 2026Q1: 6,105 shares 6,105 $1.6M 0.14% -100 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 5,428 shares; 2025Q3: 5,428 shares; 2025Q4: 12,312 shares; 2026Q1: 12,312 shares 12,312 $1.58M 0.14% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,161 shares; 2025Q1: 9,145 shares; 2025Q2: 9,153 shares; 2025Q3: 9,653 shares; 2025Q4: 10,615 shares; 2026Q1: 10,545 shares 10,545 $1.55M 0.14% -70 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,449 shares; 2025Q1: 6,262 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares; 2025Q4: 6,285 shares; 2026Q1: 6,285 shares 6,285 $1.49M 0.13% 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; 2024Q2: restricted; 2024Q3: 22,254 shares; 2024Q4: 22,098 shares; 2025Q1: 16,442 shares; 2025Q2: 16,317 shares; 2025Q3: 16,288 shares; 2025Q4: 16,533 shares; 2026Q1: 16,533 shares 16,533 $1.48M 0.13% 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; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 22,968 shares; 2025Q1: 22,968 shares; 2025Q2: 22,968 shares; 2025Q3: 22,968 shares; 2025Q4: 30,300 shares; 2026Q1: 30,300 shares 30,300 $1.42M 0.13% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,854 shares; 2024Q4: 18,844 shares; 2025Q1: 18,581 shares; 2025Q2: 18,550 shares; 2025Q3: 18,540 shares; 2025Q4: 17,850 shares; 2026Q1: 17,772 shares 17,772 $1.42M 0.13% -78 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: 9,205 shares; 2025Q1: 7,674 shares; 2025Q2: 6,281 shares; 2025Q3: 6,426 shares; 2025Q4: 7,126 shares; 2026Q1: 7,126 shares 7,126 $1.42M 0.13% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,365 shares; 2025Q2: 1,326 shares; 2025Q3: 1,436 shares; 2025Q4: 1,689 shares; 2026Q1: 1,675 shares 1,675 $1.42M 0.12% -14 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,764 shares; 2025Q1: 4,930 shares; 2025Q2: 4,764 shares; 2025Q3: 4,766 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares 4,766 $1.41M 0.12% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,604 shares; 2025Q2: 6,394 shares; 2025Q3: 6,394 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $1.4M 0.12% 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; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 12,320 shares; 2025Q1: 9,540 shares; 2025Q2: 9,244 shares; 2025Q3: 9,214 shares; 2025Q4: 8,239 shares; 2026Q1: 8,109 shares 8,109 $1.4M 0.12% -130 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,221 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,871 shares; 2026Q1: 4,783 shares 4,783 $1.39M 0.12% -88 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,047 shares; 2024Q4: 56,094 shares; 2025Q1: 56,094 shares; 2025Q2: 56,094 shares; 2025Q3: 56,094 shares; 2025Q4: 56,094 shares; 2026Q1: 56,094 shares 56,094 $1.39M 0.12% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 5,467 shares; 2025Q1: 5,557 shares; 2025Q2: 2,842 shares; 2025Q3: 3,047 shares; 2025Q4: 3,199 shares; 2026Q1: 3,569 shares 3,569 $1.32M 0.12% +370 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,782 shares; 2024Q4: 14,522 shares; 2025Q1: 14,532 shares; 2025Q2: 14,541 shares; 2025Q3: 14,551 shares; 2025Q4: 14,560 shares; 2026Q1: 14,570 shares 14,570 $1.29M 0.11% +10 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,934 shares; 2025Q1: 5,794 shares; 2025Q2: 5,934 shares; 2025Q3: 5,934 shares; 2025Q4: 6,666 shares; 2026Q1: 6,629 shares 6,629 $1.26M 0.11% -37 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,023 shares; 2025Q1: 2,983 shares; 2025Q2: 2,982 shares; 2025Q3: 2,882 shares; 2025Q4: 4,367 shares; 2026Q1: 4,517 shares 4,517 $1.2M 0.11% +150 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,571 shares; 2025Q3: 9,947 shares; 2025Q4: 38,716 shares; 2026Q1: 47,037 shares 47,037 $1.19M 0.11% +8,321 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,704 shares; 2024Q4: 60,335 shares; 2025Q1: 59,984 shares; 2025Q2: 59,240 shares; 2025Q3: 55,413 shares; 2025Q4: 68,734 shares; 2026Q1: 68,502 shares 68,502 $1.18M 0.1% -232 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 21,350 shares; 2025Q1: 20,250 shares; 2025Q2: 17,850 shares; 2025Q3: 16,875 shares; 2025Q4: 16,695 shares; 2026Q1: 12,845 shares 12,845 $1.18M 0.1% -3,850 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 227 shares; 2026Q1: 271 shares 271 $1.14M 0.1% +44 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,887 shares; 2025Q3: 17,887 shares; 2025Q4: 33,829 shares; 2026Q1: 43,977 shares 43,977 $1.12M 0.1% +10,148 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,080 shares; 2024Q4: 25,500 shares; 2025Q1: 25,443 shares; 2025Q2: 24,618 shares; 2025Q3: 24,598 shares; 2025Q4: 23,223 shares; 2026Q1: 22,759 shares 22,759 $1.11M 0.1% -464 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,772 shares; 2025Q2: 8,772 shares; 2025Q3: 13,890 shares; 2025Q4: 45,356 shares; 2026Q1: 48,147 shares 48,147 $1.1M 0.1% +2,791 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,517 shares; 2025Q1: 7,517 shares; 2025Q2: 6,867 shares; 2025Q3: 6,717 shares; 2025Q4: 6,945 shares; 2026Q1: 5,745 shares 5,745 $1.1M 0.1% -1,200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,890 shares; 2024Q4: 22,890 shares; 2025Q1: 23,921 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares; 2025Q4: 23,658 shares; 2026Q1: 26,733 shares 26,733 $1.1M 0.1% +3,075 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,519 shares; 2025Q2: 10,017 shares; 2025Q3: 10,017 shares; 2025Q4: 10,466 shares; 2026Q1: 9,566 shares 9,566 $1.08M 0.1% -900 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 3,470 shares; 2025Q4: 6,256 shares; 2026Q1: 7,356 shares 7,356 $1.08M 0.09% +1,100 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; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,964 shares; 2025Q1: 2,954 shares; 2025Q2: 2,954 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,892 shares 2,892 $1.04M 0.09% -76 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,258 shares; 2024Q4: 11,258 shares; 2025Q1: 11,259 shares; 2025Q2: 11,258 shares; 2025Q3: 10,600 shares; 2025Q4: 10,610 shares; 2026Q1: 10,610 shares 10,610 $1.04M 0.09% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 28,655 shares; 2025Q1: 28,135 shares; 2025Q2: 18,110 shares; 2025Q3: 16,460 shares; 2025Q4: 14,695 shares; 2026Q1: 14,230 shares 14,230 $1.04M 0.09% -465 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,546 shares; 2024Q4: 15,546 shares; 2025Q1: 15,421 shares; 2025Q2: 15,421 shares; 2025Q3: 15,421 shares; 2025Q4: 15,421 shares; 2026Q1: 15,421 shares 15,421 $1.04M 0.09% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,626 shares; 2024Q4: 19,966 shares; 2025Q1: 20,791 shares; 2025Q2: 20,541 shares; 2025Q3: 20,516 shares; 2025Q4: 21,042 shares; 2026Q1: 20,842 shares 20,842 $1.03M 0.09% -200 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,079 shares; 2025Q1: 4,679 shares; 2025Q2: 4,679 shares; 2025Q3: 4,680 shares; 2025Q4: 4,681 shares; 2026Q1: 4,682 shares 4,682 $1.01M 0.09% +1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 365 shares; 2025Q1: 382 shares; 2025Q2: 521 shares; 2025Q3: 637 shares; 2025Q4: 8,356 shares; 2026Q1: 10,446 shares 10,446 $1M 0.09% +2,090 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 7,935 shares; 2026Q1: 7,935 shares 7,935 $1M 0.09% 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; 2024Q2: restricted; 2024Q3: 17,813 shares; 2024Q4: 17,839 shares; 2025Q1: 17,839 shares; 2025Q2: 17,854 shares; 2025Q3: 17,854 shares; 2025Q4: 17,064 shares; 2026Q1: 17,064 shares 17,064 $969K 0.09% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,494 shares; 2026Q1: 8,357 shares 8,357 $964K 0.09% -137 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,085 shares; 2025Q4: 5,335 shares; 2026Q1: 12,335 shares 12,335 $951K 0.08% +7,000 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,568 shares; 2025Q1: 3,825 shares; 2025Q2: 3,640 shares; 2025Q3: 3,665 shares; 2025Q4: 7,330 shares; 2026Q1: 7,032 shares 7,032 $935K 0.08% -298 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,694 shares; 2025Q1: 7,922 shares; 2025Q2: 7,663 shares; 2025Q3: 8,047 shares; 2025Q4: 6,644 shares; 2026Q1: 6,443 shares 6,443 $931K 0.08% -201 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,014 shares; 2025Q2: 9,014 shares; 2025Q3: 9,014 shares; 2025Q4: 35,189 shares; 2026Q1: 41,190 shares 41,190 $924K 0.08% +6,001 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 11,711 shares; 2025Q1: 11,351 shares; 2025Q2: 11,372 shares; 2025Q3: 11,519 shares; 2025Q4: 11,744 shares; 2026Q1: 11,704 shares 11,704 $902K 0.08% -40 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares; 2026Q1: 4,843 shares 4,843 $884K 0.08% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,002 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $878K 0.08% 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; 2024Q2: restricted; 2024Q3: 23,155 shares; 2024Q4: 23,193 shares; 2025Q1: 23,305 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,700 shares; 2026Q1: 23,000 shares 23,000 $873K 0.08% -700 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 6,693 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 4,559 shares; 2026Q1: 4,484 shares 4,484 $870K 0.08% -75 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,770 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,794 shares; 2026Q1: 2,659 shares 2,659 $869K 0.08% -135 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: 5,999 shares; 2025Q2: 6,166 shares; 2025Q3: 6,166 shares; 2025Q4: 10,578 shares; 2026Q1: 10,578 shares 10,578 $848K 0.07% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,918 shares; 2026Q1: 10,018 shares 10,018 $837K 0.07% -900 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 28,669 shares; 2025Q1: 28,571 shares; 2025Q2: 28,571 shares; 2025Q3: 28,571 shares; 2025Q4: 28,674 shares; 2026Q1: 28,674 shares 28,674 $831K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,978 shares; 2024Q4: 25,129 shares; 2025Q1: 19,623 shares; 2025Q2: 11,610 shares; 2025Q3: 11,340 shares; 2025Q4: 12,049 shares; 2026Q1: 8,186 shares 8,186 $789K 0.07% -3,863 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 743 shares; 2025Q1: 818 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 878 shares; 2026Q1: 878 shares 878 $786K 0.07% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,814 shares; 2025Q2: 14,729 shares; 2025Q3: 14,729 shares; 2025Q4: 14,735 shares; 2026Q1: 14,689 shares 14,689 $772K 0.07% -46 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,998 shares; 2026Q1: 7,685 shares 7,685 $768K 0.07% +687 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; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,497 shares; 2025Q1: 10,487 shares; 2025Q2: 10,355 shares; 2025Q3: 10,205 shares; 2025Q4: 17,075 shares; 2026Q1: 16,750 shares 16,750 $767K 0.07% -325 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 5,160 shares 5,160 $748K 0.07% +3,920 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 13,626 shares; 2025Q1: 12,442 shares; 2025Q2: 12,457 shares; 2025Q3: 12,757 shares; 2025Q4: 12,944 shares; 2026Q1: 12,944 shares 12,944 $729K 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,935 shares; 2024Q4: 49,935 shares; 2025Q1: 37,575 shares; 2025Q2: 34,442 shares; 2025Q3: 33,642 shares; 2025Q4: 26,767 shares; 2026Q1: 25,793 shares 25,793 $724K 0.06% -974 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,627 shares; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,627 shares; 2025Q4: 4,727 shares; 2026Q1: 4,581 shares 4,581 $700K 0.06% -146 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares 2,448 $696K 0.06% 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; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 4,495 shares; 2025Q4: 4,745 shares; 2026Q1: 4,745 shares 4,745 $692K 0.06% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 1,253 shares 1,253 $688K 0.06% +750 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,955 shares; 2025Q2: 3,158 shares; 2025Q3: 3,158 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares 4,358 $685K 0.06% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 4,182 shares; 2026Q1: 4,782 shares 4,782 $666K 0.06% +600 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares 3,110 $664K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 1,910 shares; 2025Q2: 2,090 shares; 2025Q3: 2,021 shares; 2025Q4: 2,237 shares; 2026Q1: 2,189 shares 2,189 $662K 0.06% -48 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,669 shares; 2025Q4: 1,969 shares; 2026Q1: 13,675 shares 13,675 $661K 0.06% +11,706 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 14,204 shares; 2025Q1: 7,541 shares; 2025Q2: 7,881 shares; 2025Q3: 7,881 shares; 2025Q4: 9,398 shares; 2026Q1: 9,398 shares 9,398 $656K 0.06% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,066 shares; 2025Q3: 4,061 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares 4,058 $638K 0.06% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 3,664 shares; 2026Q1: 3,664 shares 3,664 $633K 0.06% 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; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 16,817 shares; 2025Q1: 14,251 shares; 2025Q2: 14,118 shares; 2025Q3: 14,098 shares; 2025Q4: 14,068 shares; 2026Q1: 13,717 shares 13,717 $631K 0.06% -351 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,552 shares; 2025Q1: 4,507 shares; 2025Q2: 4,506 shares; 2025Q3: 4,799 shares; 2025Q4: 4,799 shares; 2026Q1: 4,754 shares 4,754 $623K 0.05% -45 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,860 shares; 2025Q1: 5,813 shares; 2025Q2: 5,101 shares; 2025Q3: 2,153 shares; 2025Q4: 2,130 shares; 2026Q1: 2,284 shares 2,284 $618K 0.05% +154 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,079 shares; 2025Q2: 978 shares; 2025Q3: 998 shares; 2025Q4: 1,131 shares; 2026Q1: 1,338 shares 1,338 $617K 0.05% +207 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,194 shares; 2025Q2: 3,192 shares; 2025Q3: 3,192 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares 3,332 $607K 0.05% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $605K 0.05% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 8,043 shares; 2025Q1: 8,043 shares; 2025Q2: 7,999 shares; 2025Q3: 7,999 shares; 2025Q4: 12,093 shares; 2026Q1: 10,693 shares 10,693 $605K 0.05% -1,400 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,495 shares; 2024Q4: 34,795 shares; 2025Q1: 31,745 shares; 2025Q2: 31,595 shares; 2025Q3: 27,145 shares; 2025Q4: 27,015 shares; 2026Q1: 17,565 shares 17,565 $589K 0.05% -9,450 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,125 shares; 2026Q1: 4,125 shares 4,125 $588K 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 6,655 shares; 2025Q1: 6,504 shares; 2025Q2: 6,464 shares; 2025Q3: 6,458 shares; 2025Q4: 6,308 shares; 2026Q1: 6,308 shares 6,308 $587K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 2,810 shares; 2025Q2: 1,710 shares; 2025Q3: 1,735 shares; 2025Q4: 1,976 shares; 2026Q1: 1,676 shares 1,676 $568K 0.05% -300 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $568K 0.05% 0 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; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 712 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 841 shares; 2026Q1: 831 shares 831 $567K 0.05% -10 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,428 shares; 2025Q1: 3,293 shares; 2025Q2: 3,428 shares; 2025Q3: 3,428 shares; 2025Q4: 6,128 shares; 2026Q1: 6,128 shares 6,128 $565K 0.05% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 4,998 shares; 2026Q1: 4,998 shares 4,998 $561K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 11,696 shares; 2025Q1: 11,368 shares; 2025Q2: 12,328 shares; 2025Q3: 12,328 shares; 2025Q4: 11,282 shares; 2026Q1: 10,951 shares 10,951 $550K 0.05% -331 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,255 shares; 2026Q1: 4,255 shares 4,255 $539K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,145 shares; 2025Q2: 2,143 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares 2,143 $523K 0.05% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 5,908 shares; 2025Q1: 5,979 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 8,202 shares; 2026Q1: 8,202 shares 8,202 $515K 0.05% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares 3,448 $501K 0.04% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares 1,643 $499K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares 5,540 $488K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $488K 0.04% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,868 shares 3,868 $469K 0.04% +1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 853 shares; 2025Q4: 1,548 shares; 2026Q1: 1,488 shares 1,488 $467K 0.04% -60 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,244 shares; 2025Q1: 5,598 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares; 2025Q4: 5,524 shares; 2026Q1: 5,649 shares 5,649 $449K 0.04% +125 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; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 2,700 shares; 2025Q1: 3,100 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,400 shares 2,400 $448K 0.04% -100 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,525 shares; 2024Q4: 29,775 shares; 2025Q1: 28,875 shares; 2025Q2: 19,875 shares; 2025Q3: 17,550 shares; 2025Q4: 17,450 shares; 2026Q1: 11,150 shares 11,150 $447K 0.04% -6,300 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,760 shares; 2025Q1: 1,781 shares; 2025Q2: 1,660 shares; 2025Q3: 2,272 shares; 2025Q4: 2,064 shares; 2026Q1: 1,899 shares 1,899 $436K 0.04% -165 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,650 shares 13,650 $426K 0.04% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,730 shares; 2025Q1: 1,731 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $414K 0.04% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares 3,025 $411K 0.04% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,472 shares; 2024Q4: 5,472 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares; 2025Q3: 6,210 shares; 2025Q4: 6,790 shares; 2026Q1: 6,040 shares 6,040 $408K 0.04% -750 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194 $408K 0.04% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,899 shares; 2025Q4: 6,899 shares; 2026Q1: 6,899 shares 6,899 $408K 0.04% 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; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,076 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $407K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,360 shares 4,360 $403K 0.04% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $401K 0.04% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 15,336 shares; 2026Q1: 15,336 shares 15,336 $396K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,598 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares 2,879 $392K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,763 shares; 2025Q1: 5,354 shares; 2025Q2: 5,354 shares; 2025Q3: 5,354 shares; 2025Q4: 5,254 shares; 2026Q1: 5,204 shares 5,204 $387K 0.03% -50 Timeline NYXH NYXOAH S A More: the full row for NYXOAH S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,940 shares; 2024Q4: 117,940 shares; 2025Q1: 117,940 shares; 2025Q2: 117,940 shares; 2025Q3: 132,746 shares; 2025Q4: 132,746 shares; 2026Q1: 132,746 shares 132,746 $374K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,112 shares; 2025Q1: 1,176 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares 1,155 $367K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares 1,897 $360K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 2,587 shares; 2025Q2: 2,377 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares; 2026Q1: 2,622 shares 2,622 $343K 0.03% 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; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 9,024 shares; 2025Q1: 5,094 shares; 2025Q2: 4,011 shares; 2025Q3: 3,956 shares; 2025Q4: 3,956 shares; 2026Q1: 3,872 shares 3,872 $338K 0.03% -84 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares 11,580 $337K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares 1,829 $337K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,258 shares; 2025Q1: 3,259 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares 3,368 $329K 0.03% 0 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 8,611 shares; 2025Q1: 7,711 shares; 2025Q2: 7,683 shares; 2025Q3: 5,433 shares; 2025Q4: 7,546 shares; 2026Q1: 7,546 shares 7,546 $327K 0.03% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 4,100 shares; 2026Q1: 4,000 shares 4,000 $319K 0.03% -100 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 4,224 shares; 2026Q1: 4,224 shares 4,224 $315K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares 1,501 $312K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 92 shares 92 $311K 0.03% +6 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 4,579 shares; 2025Q1: 2,580 shares; 2025Q2: 2,579 shares; 2025Q3: 2,544 shares; 2025Q4: 1,956 shares; 2026Q1: 1,956 shares 1,956 $304K 0.03% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,600 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 3,700 shares 3,700 $298K 0.03% -2,300 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,500 shares 1,500 $297K 0.03% +300 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: not reported; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares 3,425 $296K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $295K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 3,158 shares; 2025Q1: 3,164 shares; 2025Q2: 3,024 shares; 2025Q3: 3,024 shares; 2025Q4: 3,024 shares; 2026Q1: 3,024 shares 3,024 $292K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,425 shares; 2026Q1: 1,390 shares 1,390 $289K 0.03% -35 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $279K 0.02% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,074 shares; 2026Q1: 13,074 shares 13,074 $273K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $272K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $271K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 801 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 759 shares 759 $269K 0.02% +9 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 1,250 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $265K 0.02% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares; 2026Q1: 10,252 shares 10,252 $263K 0.02% +5,715 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $257K 0.02% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,428 shares; 2025Q3: 11,428 shares; 2025Q4: 11,858 shares; 2026Q1: 9,815 shares 9,815 $254K 0.02% -2,043 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,004 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $252K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 817 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $252K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares 4,518 $252K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $250K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,641 shares; 2026Q1: 2,990 shares 2,990 $247K 0.02% +349 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,920 shares; 2025Q3: 11,920 shares; 2025Q4: 11,920 shares; 2026Q1: 16,920 shares 16,920 $244K 0.02% +5,000 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $242K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 2,032 shares; 2026Q1: 2,332 shares 2,332 $231K 0.02% +300 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,981 shares; 2025Q4: 9,741 shares; 2026Q1: 9,071 shares 9,071 $231K 0.02% -670 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 5,400 shares 5,400 $230K 0.02% +5,000 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares 3,164 $228K 0.02% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares 2,245 $227K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares 1,078 $225K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,151 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $223K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $217K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,197 shares 4,197 $217K 0.02% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $209K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $208K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,088 shares; 2025Q1: 2,308 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $205K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $204K 0.02% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares 7,680 $204K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 3,181 shares; 2025Q1: 2,479 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares 2,476 $201K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares; 2026Q1: 3,838 shares 3,838 $196K 0.02% -2,000 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 1,110 shares; 2026Q1: 994 shares 994 $195K 0.02% -116 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $172K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 4,205 shares; 2026Q1: 3,595 shares 3,595 $168K 0.01% -610 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares; 2026Q1: 2,218 shares 2,218 $167K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $159K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 1,918 shares 1,918 $154K 0.01% +1,185 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 977 shares; 2025Q4: 1,579 shares; 2026Q1: 2,579 shares 2,579 $153K 0.01% +1,000 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $138K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 500 shares 500 $129K 0.01% +350 Timeline ELUT ELUTIA INC More: the full row for ELUTIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 120,000 shares 120,000 $126K 0.01% +70,000 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113 shares 1,113 $122K 0.01% new Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $117K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $112K 0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares 2,195 $105K 0.01% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $102K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $101K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 600 shares 600 $99.4K 0.01% +250 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares 254 $97.4K 0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,042 shares 2,042 $96K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $95.1K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $90K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares 670 $89.2K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $77.4K 0.01% 0 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $71.9K 0.01% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $71.3K 0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $70.2K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $68.2K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $67.2K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $65.2K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $64.5K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $61.9K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $54.3K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $54.3K <0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $50.6K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $49.9K <0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $48.4K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $47.5K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $45.8K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $44.6K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $36.8K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $34.2K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $30.6K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $28.7K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $28.1K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $26.6K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $25.9K <0.01% 0 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,275 shares; 2024Q4: 10,275 shares; 2025Q1: 10,275 shares; 2025Q2: 10,275 shares; 2025Q3: 10,275 shares; 2025Q4: 10,275 shares; 2026Q1: 10,275 shares 10,275 $25.8K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $24.7K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225 $21.8K <0.01% new Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $15.6K <0.01% 0 Timeline MOTG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares 410 $15.2K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $15.2K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $11K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $5.09K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $1.05K <0.01% 0 Timeline