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: 2,592,688 shares; 2024Q4: 2,540,004 shares; 2025Q1: 2,481,796 shares; 2025Q2: 2,176,216 shares; 2025Q3: 2,161,108 shares; 2025Q4: 2,240,580 shares; 2026Q1: 2,198,247 shares 2,198,247 $960M 10.51% -42,333 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: 10,877,409 shares; 2024Q4: 11,229,385 shares; 2025Q1: 13,542,589 shares; 2025Q2: 14,076,338 shares; 2025Q3: 14,471,672 shares; 2025Q4: 15,365,116 shares; 2026Q1: 14,612,210 shares 14,612,210 $936M 10.25% -752,906 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: 81,821 shares; 2024Q4: 56,936 shares; 2025Q1: 4,916,363 shares; 2025Q2: 6,634,648 shares; 2025Q3: 7,143,579 shares; 2025Q4: 7,986,037 shares; 2026Q1: 8,646,419 shares 8,646,419 $858M 9.39% +660,382 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: 4,855,869 shares; 2024Q4: 4,912,009 shares; 2025Q1: 4,379,717 shares; 2025Q2: 3,684,307 shares; 2025Q3: 3,735,111 shares; 2025Q4: 3,669,869 shares; 2026Q1: 3,430,591 shares 3,430,591 $673M 7.37% -239,278 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,326 shares; 2024Q4: 69,454 shares; 2025Q1: 1,461,439 shares; 2025Q2: 3,913,888 shares; 2025Q3: 4,283,808 shares; 2025Q4: 3,801,654 shares; 2026Q1: 5,100,961 shares 5,100,961 $299M 3.27% +1,299,307 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: 2,793,875 shares; 2024Q4: 2,780,596 shares; 2025Q1: 2,683,246 shares; 2025Q2: 2,423,680 shares; 2025Q3: 2,395,411 shares; 2025Q4: 2,366,971 shares; 2026Q1: 2,331,591 shares 2,331,591 $247M 2.71% -35,380 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: 2,708,407 shares; 2024Q4: 3,019,524 shares; 2025Q1: 3,552,252 shares; 2025Q2: 3,880,468 shares; 2025Q3: 4,051,221 shares; 2025Q4: 4,184,943 shares; 2026Q1: 4,518,470 shares 4,518,470 $244M 2.67% +333,527 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: 3,275,816 shares; 2024Q4: 3,336,522 shares; 2025Q1: 3,432,972 shares; 2025Q2: 3,638,035 shares; 2025Q3: 3,840,677 shares; 2025Q4: 4,014,749 shares; 2026Q1: 4,250,870 shares 4,250,870 $212M 2.32% +236,121 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: 834,004 shares; 2024Q4: 850,324 shares; 2025Q1: 738,819 shares; 2025Q2: 734,722 shares; 2025Q3: 785,404 shares; 2025Q4: 803,952 shares; 2026Q1: 791,995 shares 791,995 $200M 2.19% -11,957 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 13,820 shares; 2025Q4: 13,820 shares; 2026Q1: 5,027,082 shares 5,027,082 $156M 1.71% +5,013,262 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: 387,760 shares; 2024Q4: 411,078 shares; 2025Q1: 384,448 shares; 2025Q2: 383,372 shares; 2025Q3: 412,112 shares; 2025Q4: 409,549 shares; 2026Q1: 420,166 shares 420,166 $156M 1.7% +10,617 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: 433,596 shares; 2024Q4: 437,097 shares; 2025Q1: 427,625 shares; 2025Q2: 431,284 shares; 2025Q3: 390,461 shares; 2025Q4: 382,891 shares; 2026Q1: 390,917 shares 390,917 $115M 1.26% +8,026 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: 205,408 shares; 2024Q4: 208,539 shares; 2025Q1: 179,671 shares; 2025Q2: 188,694 shares; 2025Q3: 181,955 shares; 2025Q4: 182,345 shares; 2026Q1: 174,062 shares 174,062 $114M 1.24% -8,283 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: 377,173 shares; 2024Q4: 411,046 shares; 2025Q1: 432,678 shares; 2025Q2: 467,411 shares; 2025Q3: 483,851 shares; 2025Q4: 496,724 shares; 2026Q1: 522,808 shares 522,808 $114M 1.24% +26,084 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: 300,309 shares; 2024Q4: 320,680 shares; 2025Q1: 333,598 shares; 2025Q2: 357,304 shares; 2025Q3: 365,995 shares; 2025Q4: 352,451 shares; 2026Q1: 368,412 shares 368,412 $111M 1.22% +15,961 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: 100,204 shares; 2024Q4: 108,795 shares; 2025Q1: 139,150 shares; 2025Q2: 138,769 shares; 2025Q3: 138,593 shares; 2025Q4: 142,832 shares; 2026Q1: 149,003 shares 149,003 $95.6M 1.05% +6,171 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: 208,224 shares; 2024Q4: 213,766 shares; 2025Q1: 186,808 shares; 2025Q2: 316,973 shares; 2025Q3: 297,395 shares; 2025Q4: 300,812 shares; 2026Q1: 310,002 shares 310,002 $89.1M 0.98% +9,190 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: 309,856 shares; 2024Q4: 365,556 shares; 2025Q1: 354,105 shares; 2025Q2: 358,938 shares; 2025Q3: 378,652 shares; 2025Q4: 326,823 shares; 2026Q1: 322,215 shares 322,215 $78.8M 0.86% -4,608 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: 248,682 shares; 2024Q4: 258,124 shares; 2025Q1: 251,764 shares; 2025Q2: 235,813 shares; 2025Q3: 255,666 shares; 2025Q4: 258,065 shares; 2026Q1: 232,119 shares 232,119 $71.8M 0.79% -25,946 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: 29,362 shares; 2024Q4: 66,151 shares; 2025Q1: 95,599 shares; 2025Q2: 89,179 shares; 2025Q3: 107,770 shares; 2025Q4: 109,833 shares; 2026Q1: 99,266 shares 99,266 $70.3M 0.77% -10,567 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: 106,693 shares; 2024Q4: 105,397 shares; 2025Q1: 102,746 shares; 2025Q2: 98,816 shares; 2025Q3: 95,332 shares; 2025Q4: 301,164 shares; 2026Q1: 313,729 shares 313,729 $67.5M 0.74% +12,565 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: 273,754 shares; 2024Q4: 301,389 shares; 2025Q1: 289,230 shares; 2025Q2: 318,886 shares; 2025Q3: 349,678 shares; 2025Q4: 370,958 shares; 2026Q1: 380,354 shares 380,354 $65.9M 0.72% +9,396 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: 177,735 shares; 2024Q4: 177,730 shares; 2025Q1: 168,454 shares; 2025Q2: 166,276 shares; 2025Q3: 168,777 shares; 2025Q4: 177,724 shares; 2026Q1: 211,074 shares 211,074 $63.8M 0.7% +33,350 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: 44,163 shares; 2024Q4: 45,191 shares; 2025Q1: 43,302 shares; 2025Q2: 64,533 shares; 2025Q3: 65,481 shares; 2025Q4: 65,327 shares; 2026Q1: 67,109 shares 67,109 $61.7M 0.68% +1,782 Timeline EDV 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: 805,690 shares; 2025Q1: 874,224 shares; 2025Q2: 846,098 shares; 2025Q3: 875,815 shares; 2025Q4: 875,815 shares; 2026Q1: 875,815 shares 875,815 $56.9M 0.62% 0 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: 306,367 shares; 2024Q4: 311,031 shares; 2025Q1: 295,121 shares; 2025Q2: 271,979 shares; 2025Q3: 253,128 shares; 2025Q4: 255,852 shares; 2026Q1: 252,544 shares 252,544 $54.9M 0.6% -3,308 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: 128,857 shares; 2024Q4: 128,680 shares; 2025Q1: 154,195 shares; 2025Q2: 150,326 shares; 2025Q3: 151,698 shares; 2025Q4: 160,026 shares; 2026Q1: 167,805 shares 167,805 $53.8M 0.59% +7,779 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,847 shares; 2024Q4: 235,943 shares; 2025Q1: 208,691 shares; 2025Q2: 249,925 shares; 2025Q3: 234,908 shares; 2025Q4: 271,940 shares; 2026Q1: 299,225 shares 299,225 $50.8M 0.56% +27,285 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: 255,535 shares; 2024Q4: 271,919 shares; 2025Q1: 272,727 shares; 2025Q2: 268,785 shares; 2025Q3: 302,671 shares; 2025Q4: 355,702 shares; 2026Q1: 350,796 shares 350,796 $50.7M 0.55% -4,906 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: 165,246 shares; 2024Q4: 170,631 shares; 2025Q1: 146,474 shares; 2025Q2: 182,234 shares; 2025Q3: 219,738 shares; 2025Q4: 239,876 shares; 2026Q1: 240,843 shares 240,843 $50.2M 0.55% +967 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: 248,733 shares; 2024Q4: 256,435 shares; 2025Q1: 245,288 shares; 2025Q2: 236,740 shares; 2025Q3: 343,074 shares; 2025Q4: 309,280 shares; 2026Q1: 308,437 shares 308,437 $49.3M 0.54% -843 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 610,746 shares; 2025Q4: 588,748 shares; 2026Q1: 548,760 shares 548,760 $48.2M 0.53% -39,988 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: 60,121 shares; 2024Q4: 50,097 shares; 2025Q1: 48,542 shares; 2025Q2: 48,766 shares; 2025Q3: 49,098 shares; 2025Q4: 47,773 shares; 2026Q1: 47,904 shares 47,904 $47.7M 0.52% +131 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: 66,631 shares; 2024Q4: 76,707 shares; 2025Q1: 71,000 shares; 2025Q2: 73,631 shares; 2025Q3: 72,658 shares; 2025Q4: 86,969 shares; 2026Q1: 78,354 shares 78,354 $46.8M 0.51% -8,615 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: 107,331 shares; 2024Q4: 107,316 shares; 2025Q1: 100,828 shares; 2025Q2: 100,379 shares; 2025Q3: 98,126 shares; 2025Q4: 117,790 shares; 2026Q1: 139,074 shares 139,074 $45.7M 0.5% +21,284 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: 680,497 shares; 2024Q4: 550,615 shares; 2025Q1: 444,602 shares; 2025Q2: 418,941 shares; 2025Q3: 369,036 shares; 2025Q4: 371,628 shares; 2026Q1: 367,394 shares 367,394 $45.7M 0.5% -4,234 Timeline HELO 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: 873,399 shares; 2025Q3: 848,042 shares; 2025Q4: 777,372 shares; 2026Q1: 708,571 shares 708,571 $45.3M 0.5% -68,801 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: 20,293 shares; 2024Q4: 19,886 shares; 2025Q1: 88,396 shares; 2025Q2: 86,982 shares; 2025Q3: 87,188 shares; 2025Q4: 289,191 shares; 2026Q1: 303,736 shares 303,736 $45M 0.49% +14,545 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 1,658,676 shares 1,658,676 $44.6M 0.49% new 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: 111,299 shares; 2024Q4: 114,013 shares; 2025Q1: 112,381 shares; 2025Q2: 111,034 shares; 2025Q3: 138,402 shares; 2025Q4: 138,541 shares; 2026Q1: 139,791 shares 139,791 $43.4M 0.48% +1,250 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 29,444 shares; 2025Q1: 30,598 shares; 2025Q2: 32,032 shares; 2025Q3: 37,575 shares; 2025Q4: 37,479 shares; 2026Q1: 32,252 shares 32,252 $42.6M 0.47% -5,227 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: 677,834 shares; 2024Q4: 493,407 shares; 2025Q1: 458,617 shares; 2025Q2: 433,649 shares; 2025Q3: 421,005 shares; 2025Q4: 405,871 shares; 2026Q1: 442,142 shares 442,142 $41.1M 0.45% +36,271 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: 226,398 shares; 2024Q4: 227,769 shares; 2025Q1: 222,130 shares; 2025Q2: 209,429 shares; 2025Q3: 207,910 shares; 2025Q4: 208,357 shares; 2026Q1: 208,458 shares 208,458 $40.2M 0.44% +101 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: 27,036 shares; 2024Q4: 27,854 shares; 2025Q1: 26,477 shares; 2025Q2: 26,498 shares; 2025Q3: 85,371 shares; 2025Q4: 86,571 shares; 2026Q1: 132,336 shares 132,336 $40M 0.44% +45,765 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: 157,115 shares; 2024Q4: 161,558 shares; 2025Q1: 141,284 shares; 2025Q2: 141,836 shares; 2025Q3: 139,647 shares; 2025Q4: 139,748 shares; 2026Q1: 138,319 shares 138,319 $39.7M 0.43% -1,429 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 781,150 shares; 2025Q1: 864,229 shares; 2025Q2: 598,288 shares; 2025Q3: 598,288 shares; 2025Q4: 598,288 shares; 2026Q1: 598,288 shares 598,288 $38.3M 0.42% 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: 66,535 shares; 2024Q4: 65,682 shares; 2025Q1: 64,563 shares; 2025Q2: 62,377 shares; 2025Q3: 60,269 shares; 2025Q4: 66,000 shares; 2026Q1: 64,846 shares 64,846 $32.1M 0.35% -1,154 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: 130,185 shares; 2024Q4: 153,507 shares; 2025Q1: 89,447 shares; 2025Q2: 141,610 shares; 2025Q3: 130,108 shares; 2025Q4: 73,960 shares; 2026Q1: 74,624 shares 74,624 $31.8M 0.35% +664 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: 95,452 shares; 2024Q4: 96,602 shares; 2025Q1: 84,269 shares; 2025Q2: 58,822 shares; 2025Q3: 67,556 shares; 2025Q4: 70,203 shares; 2026Q1: 64,030 shares 64,030 $30.7M 0.34% -6,173 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 16,599 shares; 2025Q1: 16,599 shares; 2025Q2: 23,724 shares; 2025Q3: 23,724 shares; 2025Q4: 70,856 shares; 2026Q1: 64,638 shares 64,638 $30.7M 0.34% -6,218 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: 112,324 shares; 2024Q4: 116,916 shares; 2025Q1: 115,129 shares; 2025Q2: 114,059 shares; 2025Q3: 128,387 shares; 2025Q4: 126,838 shares; 2026Q1: 126,317 shares 126,317 $30.6M 0.34% -521 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: 24,754 shares; 2025Q1: 24,813 shares; 2025Q2: 24,549 shares; 2025Q3: 30,895 shares; 2025Q4: 30,705 shares; 2026Q1: 31,651 shares 31,651 $30.4M 0.33% +946 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: 51,359 shares; 2024Q4: 50,068 shares; 2025Q1: 44,226 shares; 2025Q2: 45,189 shares; 2025Q3: 51,375 shares; 2025Q4: 67,444 shares; 2026Q1: 52,307 shares 52,307 $29.9M 0.33% -15,137 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: 53,717 shares; 2024Q4: 54,606 shares; 2025Q1: 55,572 shares; 2025Q2: 58,788 shares; 2025Q3: 58,878 shares; 2025Q4: 80,143 shares; 2026Q1: 86,419 shares 86,419 $29.2M 0.32% +6,276 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: 129,347 shares; 2024Q4: 133,090 shares; 2025Q1: 133,357 shares; 2025Q2: 131,988 shares; 2025Q3: 132,323 shares; 2025Q4: 129,602 shares; 2026Q1: 126,930 shares 126,930 $28.7M 0.31% -2,672 Timeline VGIT 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: 8,436,146 shares; 2024Q4: 8,642,884 shares; 2025Q1: 4,886,694 shares; 2025Q2: 693,774 shares; 2025Q3: 562,824 shares; 2025Q4: 500,899 shares; 2026Q1: 464,120 shares 464,120 $27.6M 0.3% -36,779 Timeline SPBO 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: 13,387,336 shares; 2024Q4: 13,778,234 shares; 2025Q1: 7,601,785 shares; 2025Q2: 1,399,638 shares; 2025Q3: 1,160,190 shares; 2025Q4: 1,049,314 shares; 2026Q1: 951,457 shares 951,457 $27.6M 0.3% -97,857 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: 249,839 shares; 2024Q4: 254,544 shares; 2025Q1: 251,293 shares; 2025Q2: 247,978 shares; 2025Q3: 246,329 shares; 2025Q4: 244,464 shares; 2026Q1: 248,104 shares 248,104 $25.5M 0.28% +3,640 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: 17,314 shares; 2024Q4: 68,859 shares; 2025Q1: 67,725 shares; 2025Q2: 67,677 shares; 2025Q3: 68,534 shares; 2025Q4: 68,135 shares; 2026Q1: 68,891 shares 68,891 $22.5M 0.25% +756 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,362 shares; 2024Q4: not reported; 2025Q1: 125,957 shares; 2025Q2: 6,212 shares; 2025Q3: 5,406 shares; 2025Q4: 5,729 shares; 2026Q1: 241,999 shares 241,999 $22.4M 0.25% +236,270 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: 7,862 shares; 2024Q4: 8,223 shares; 2025Q1: 7,875 shares; 2025Q2: 7,857 shares; 2025Q3: 23,313 shares; 2025Q4: 65,413 shares; 2026Q1: 66,866 shares 66,866 $22M 0.24% +1,453 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: 213,024 shares; 2024Q4: 210,544 shares; 2025Q1: 200,815 shares; 2025Q2: 195,225 shares; 2025Q3: 184,221 shares; 2025Q4: 228,032 shares; 2026Q1: 227,853 shares 227,853 $21.4M 0.23% -179 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,290 shares; 2024Q4: 183,971 shares; 2025Q1: 175,378 shares; 2025Q2: 195,608 shares; 2025Q3: 201,132 shares; 2025Q4: 258,238 shares; 2026Q1: 287,051 shares 287,051 $21.1M 0.23% +28,813 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: 198,931 shares; 2024Q4: 212,406 shares; 2025Q1: 295,681 shares; 2025Q2: 278,965 shares; 2025Q3: 267,313 shares; 2025Q4: 271,001 shares; 2026Q1: 269,000 shares 269,000 $20.9M 0.23% -2,001 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: 175,961 shares; 2024Q4: 258,006 shares; 2025Q1: 209,867 shares; 2025Q2: 292,281 shares; 2025Q3: 282,504 shares; 2025Q4: 374,881 shares; 2026Q1: 305,945 shares 305,945 $20.7M 0.23% -68,936 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,006 shares; 2025Q1: 14,909 shares; 2025Q2: 18,083 shares; 2025Q3: 18,309 shares; 2025Q4: 18,360 shares; 2026Q1: 13,835 shares 13,835 $20.4M 0.22% -4,525 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: 11,946 shares; 2024Q4: 11,954 shares; 2025Q1: 9,281 shares; 2025Q2: 13,061 shares; 2025Q3: 58,460 shares; 2025Q4: 58,845 shares; 2026Q1: 59,564 shares 59,564 $20.2M 0.22% +719 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: 211,887 shares; 2024Q4: 204,632 shares; 2025Q1: 123,188 shares; 2025Q2: 117,466 shares; 2025Q3: 109,219 shares; 2025Q4: 95,641 shares; 2026Q1: 93,773 shares 93,773 $19.8M 0.22% -1,868 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: 41,152 shares; 2024Q4: 41,960 shares; 2025Q1: 41,230 shares; 2025Q2: 41,498 shares; 2025Q3: 32,391 shares; 2025Q4: 32,331 shares; 2026Q1: 31,484 shares 31,484 $19M 0.21% -847 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,040 shares; 2024Q4: 184,259 shares; 2025Q1: 224,868 shares; 2025Q2: 181,829 shares; 2025Q3: 144,905 shares; 2025Q4: 149,901 shares; 2026Q1: 147,281 shares 147,281 $19M 0.21% -2,620 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: 368,471 shares; 2025Q3: 379,603 shares; 2025Q4: 375,846 shares; 2026Q1: 390,986 shares 390,986 $18.6M 0.2% +15,140 Timeline IUSG 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: 133,274 shares; 2024Q4: 122,867 shares; 2025Q1: 117,305 shares; 2025Q2: 116,843 shares; 2025Q3: 116,472 shares; 2025Q4: 115,767 shares; 2026Q1: 118,851 shares 118,851 $18.4M 0.2% +3,084 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: 208,222 shares; 2024Q4: 204,612 shares; 2025Q1: 195,034 shares; 2025Q2: 171,192 shares; 2025Q3: 170,688 shares; 2025Q4: 156,505 shares; 2026Q1: 163,900 shares 163,900 $18.4M 0.2% +7,395 Timeline CMF 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: 361,051 shares; 2024Q4: 365,911 shares; 2025Q1: 350,687 shares; 2025Q2: 344,078 shares; 2025Q3: 315,395 shares; 2025Q4: 312,497 shares; 2026Q1: 312,546 shares 312,546 $17.8M 0.19% +49 Timeline VSS 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: 35,265 shares; 2024Q4: 38,655 shares; 2025Q1: 35,934 shares; 2025Q2: 30,128 shares; 2025Q3: 25,688 shares; 2025Q4: 97,842 shares; 2026Q1: 119,598 shares 119,598 $17.4M 0.19% +21,756 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: 52,572 shares; 2024Q4: 50,058 shares; 2025Q1: 42,314 shares; 2025Q2: 44,015 shares; 2025Q3: 83,646 shares; 2025Q4: 73,794 shares; 2026Q1: 70,708 shares 70,708 $17.1M 0.19% -3,086 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: 11,896 shares; 2024Q4: 12,856 shares; 2025Q1: 6,445 shares; 2025Q2: 80,891 shares; 2025Q3: 92,301 shares; 2025Q4: 91,299 shares; 2026Q1: 89,406 shares 89,406 $17M 0.19% -1,893 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: 33,177 shares; 2024Q4: 32,339 shares; 2025Q1: 34,609 shares; 2025Q2: 34,625 shares; 2025Q3: 45,213 shares; 2025Q4: 47,753 shares; 2026Q1: 47,658 shares 47,658 $16.8M 0.18% -95 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: 301,366 shares; 2024Q4: 279,174 shares; 2025Q1: 255,793 shares; 2025Q2: 214,305 shares; 2025Q3: 141,606 shares; 2025Q4: 142,018 shares; 2026Q1: 143,889 shares 143,889 $16.3M 0.18% +1,871 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,964 shares; 2025Q1: 8,630 shares; 2025Q2: 7,901 shares; 2025Q3: 16,610 shares; 2025Q4: 27,587 shares; 2026Q1: 27,222 shares 27,222 $15.3M 0.17% -365 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,096 shares; 2024Q4: 299,445 shares; 2025Q1: 195,684 shares; 2025Q2: 146,825 shares; 2025Q3: 137,852 shares; 2025Q4: 135,365 shares; 2026Q1: 128,350 shares 128,350 $15.2M 0.17% -7,015 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: 140,390 shares; 2024Q4: 179,642 shares; 2025Q1: 118,216 shares; 2025Q2: 162,145 shares; 2025Q3: 156,847 shares; 2025Q4: 159,110 shares; 2026Q1: 120,283 shares 120,283 $15M 0.16% -38,827 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 34,510 shares; 2025Q1: 23,840 shares; 2025Q2: 71,028 shares; 2025Q3: 67,111 shares; 2025Q4: 25,370 shares; 2026Q1: 25,223 shares 25,223 $14.6M 0.16% -147 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: 228,989 shares; 2024Q4: 466,327 shares; 2025Q1: 473,213 shares; 2025Q2: 494,047 shares; 2025Q3: 499,977 shares; 2025Q4: 572,435 shares; 2026Q1: 577,177 shares 577,177 $14.3M 0.16% +4,742 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: 89,183 shares; 2024Q4: 88,307 shares; 2025Q1: 88,515 shares; 2025Q2: 89,638 shares; 2025Q3: 136,693 shares; 2025Q4: 144,995 shares; 2026Q1: 146,424 shares 146,424 $14.2M 0.16% +1,429 Timeline MBB 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: 2,347,565 shares; 2024Q4: 2,403,354 shares; 2025Q1: 1,415,635 shares; 2025Q2: 222,910 shares; 2025Q3: 181,920 shares; 2025Q4: 161,873 shares; 2026Q1: 149,301 shares 149,301 $14.2M 0.16% -12,572 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 33,490 shares; 2025Q1: 34,813 shares; 2025Q2: 35,131 shares; 2025Q3: 35,611 shares; 2025Q4: 52,592 shares; 2026Q1: 32,704 shares 32,704 $13.9M 0.15% -19,888 Timeline EFG 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: 129,191 shares; 2024Q4: 174,221 shares; 2025Q1: 125,871 shares; 2025Q2: 128,593 shares; 2025Q3: 123,727 shares; 2025Q4: 123,571 shares; 2026Q1: 124,539 shares 124,539 $13.9M 0.15% +968 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: 83,125 shares; 2024Q4: 145,758 shares; 2025Q1: 140,575 shares; 2025Q2: 134,935 shares; 2025Q3: 85,040 shares; 2025Q4: 184,979 shares; 2026Q1: 147,820 shares 147,820 $13.4M 0.15% -37,159 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: 339,093 shares; 2024Q4: 546,590 shares; 2025Q1: 547,984 shares; 2025Q2: 155,968 shares; 2025Q3: 111,751 shares; 2025Q4: 102,862 shares; 2026Q1: 110,763 shares 110,763 $13.3M 0.15% +7,901 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: 23,802 shares; 2024Q4: 62,355 shares; 2025Q1: 56,827 shares; 2025Q2: 52,033 shares; 2025Q3: 55,160 shares; 2025Q4: 64,115 shares; 2026Q1: 66,279 shares 66,279 $13.2M 0.14% +2,164 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: 33,397 shares; 2024Q4: 33,983 shares; 2025Q1: 34,106 shares; 2025Q2: 35,164 shares; 2025Q3: 37,625 shares; 2025Q4: 40,517 shares; 2026Q1: 41,550 shares 41,550 $13.1M 0.14% +1,033 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,297 shares; 2024Q4: 279,388 shares; 2025Q1: 281,417 shares; 2025Q2: 417,376 shares; 2025Q3: 397,513 shares; 2025Q4: 389,535 shares; 2026Q1: 395,049 shares 395,049 $12M 0.13% +5,514 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: 27,738 shares; 2024Q4: 12,800 shares; 2025Q1: 19,266 shares; 2025Q2: 20,437 shares; 2025Q3: 28,109 shares; 2025Q4: 29,340 shares; 2026Q1: 32,156 shares 32,156 $12M 0.13% +2,816 Timeline NYF 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: 349,764 shares; 2024Q4: 340,720 shares; 2025Q1: 350,162 shares; 2025Q2: 353,480 shares; 2025Q3: 183,825 shares; 2025Q4: 242,338 shares; 2026Q1: 224,926 shares 224,926 $11.9M 0.13% -17,412 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: 80,526 shares; 2024Q4: 76,659 shares; 2025Q1: 75,625 shares; 2025Q2: 50,716 shares; 2025Q3: 53,700 shares; 2025Q4: 50,733 shares; 2026Q1: 50,364 shares 50,364 $11.9M 0.13% -369 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: 99,751 shares; 2024Q4: 101,562 shares; 2025Q1: 98,274 shares; 2025Q2: 129,176 shares; 2025Q3: 130,471 shares; 2025Q4: 145,106 shares; 2026Q1: 149,197 shares 149,197 $11.3M 0.12% +4,091 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: 126,991 shares; 2024Q4: 130,947 shares; 2025Q1: 130,922 shares; 2025Q2: 106,523 shares; 2025Q3: 87,944 shares; 2025Q4: 55,793 shares; 2026Q1: 53,223 shares 53,223 $11M 0.12% -2,570 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: 22,948 shares; 2024Q4: 23,263 shares; 2025Q1: 21,750 shares; 2025Q2: 31,036 shares; 2025Q3: 32,078 shares; 2025Q4: 30,322 shares; 2026Q1: 37,233 shares 37,233 $10.6M 0.12% +6,911 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,306 shares; 2024Q4: 534,554 shares; 2025Q1: 509,809 shares; 2025Q2: 120,395 shares; 2025Q3: 93,420 shares; 2025Q4: 83,008 shares; 2026Q1: 76,698 shares 76,698 $10.3M 0.11% -6,310 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: 31,158 shares; 2024Q4: 64,108 shares; 2025Q1: 61,712 shares; 2025Q2: 62,040 shares; 2025Q3: 60,716 shares; 2025Q4: 60,740 shares; 2026Q1: 62,209 shares 62,209 $9.97M 0.11% +1,469 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: 120,081 shares; 2024Q4: 115,415 shares; 2025Q1: 107,916 shares; 2025Q2: 106,964 shares; 2025Q3: 139,454 shares; 2025Q4: 126,316 shares; 2026Q1: 129,401 shares 129,401 $9.84M 0.11% +3,085 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: 11,706 shares; 2024Q4: 11,097 shares; 2025Q1: 10,565 shares; 2025Q2: 11,309 shares; 2025Q3: 11,251 shares; 2025Q4: 11,238 shares; 2026Q1: 11,630 shares 11,630 $9.84M 0.11% +392 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: 32,126 shares; 2024Q4: 36,129 shares; 2025Q1: 38,236 shares; 2025Q2: 39,058 shares; 2025Q3: 38,678 shares; 2025Q4: 35,076 shares; 2026Q1: 37,318 shares 37,318 $9.77M 0.11% +2,242 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: 37,927 shares; 2024Q4: 41,062 shares; 2025Q1: 31,987 shares; 2025Q2: 108,616 shares; 2025Q3: 141,557 shares; 2025Q4: 121,613 shares; 2026Q1: 140,034 shares 140,034 $9.77M 0.11% +18,421 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,790 shares; 2024Q4: 56,717 shares; 2025Q1: 52,935 shares; 2025Q2: 49,678 shares; 2025Q3: 45,019 shares; 2025Q4: 46,399 shares; 2026Q1: 47,648 shares 47,648 $9.67M 0.11% +1,249 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: 6,296 shares; 2024Q4: 6,360 shares; 2025Q1: 41,338 shares; 2025Q2: 43,292 shares; 2025Q3: 43,813 shares; 2025Q4: 43,890 shares; 2026Q1: 50,096 shares 50,096 $9.61M 0.11% +6,206 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: 5,709 shares; 2024Q4: 4,907 shares; 2025Q1: 9,827 shares; 2025Q2: 12,445 shares; 2025Q3: 12,567 shares; 2025Q4: 12,395 shares; 2026Q1: 10,935 shares 10,935 $9.55M 0.1% -1,460 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: 249,834 shares; 2024Q4: 343,826 shares; 2025Q1: 418,404 shares; 2025Q2: 419,257 shares; 2025Q3: 432,233 shares; 2025Q4: 432,913 shares; 2026Q1: 433,305 shares 433,305 $9.49M 0.1% +392 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,089 shares; 2024Q4: 61,408 shares; 2025Q1: 60,380 shares; 2025Q2: 59,190 shares; 2025Q3: 54,795 shares; 2025Q4: 49,996 shares; 2026Q1: 45,375 shares 45,375 $9.44M 0.1% -4,621 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: 164,279 shares; 2024Q4: 76,239 shares; 2025Q1: 70,415 shares; 2025Q2: 69,914 shares; 2025Q3: 68,104 shares; 2025Q4: 65,086 shares; 2026Q1: 63,942 shares 63,942 $9.41M 0.1% -1,144 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.34M 0.1% 0 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: 6,670 shares; 2024Q4: 6,903 shares; 2025Q1: 3,779 shares; 2025Q2: 22,801 shares; 2025Q3: 14,175 shares; 2025Q4: 12,679 shares; 2026Q1: 18,982 shares 18,982 $9.33M 0.1% +6,303 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696,546 shares; 2024Q4: 1,736,063 shares; 2025Q1: 1,708,667 shares; 2025Q2: 698,769 shares; 2025Q3: 694,455 shares; 2025Q4: 756,489 shares; 2026Q1: 777,198 shares 777,198 $8.77M 0.1% +20,709 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,398 shares; 2024Q4: 27,362 shares; 2025Q1: 25,884 shares; 2025Q2: 27,307 shares; 2025Q3: 27,569 shares; 2025Q4: 30,433 shares; 2026Q1: 29,010 shares 29,010 $8.6M 0.09% -1,423 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,812 shares; 2024Q4: 176,497 shares; 2025Q1: 154,004 shares; 2025Q2: 177,098 shares; 2025Q3: 177,819 shares; 2025Q4: 173,563 shares; 2026Q1: 185,880 shares 185,880 $8.49M 0.09% +12,317 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: 111,199 shares; 2024Q4: 114,924 shares; 2025Q1: 101,899 shares; 2025Q2: 106,303 shares; 2025Q3: 114,730 shares; 2025Q4: 119,681 shares; 2026Q1: 115,967 shares 115,967 $8.34M 0.09% -3,714 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: 42,246 shares 42,246 $8.33M 0.09% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 11,438 shares; 2025Q4: 9,856 shares; 2026Q1: 9,487 shares 9,487 $8.21M 0.09% -369 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: 214,308 shares; 2024Q4: 239,231 shares; 2025Q1: 253,789 shares; 2025Q2: 233,256 shares; 2025Q3: 157,062 shares; 2025Q4: 62,300 shares; 2026Q1: 52,714 shares 52,714 $8.19M 0.09% -9,586 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: 125,797 shares; 2024Q4: 139,011 shares; 2025Q1: 129,705 shares; 2025Q2: 152,836 shares; 2025Q3: 151,551 shares; 2025Q4: 158,888 shares; 2026Q1: 166,239 shares 166,239 $8.1M 0.09% +7,351 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,501 shares; 2024Q4: 255,888 shares; 2025Q1: 238,757 shares; 2025Q2: 190,273 shares; 2025Q3: 146,768 shares; 2025Q4: 116,352 shares; 2026Q1: 114,183 shares 114,183 $8.03M 0.09% -2,169 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: 51,333 shares; 2024Q4: 52,136 shares; 2025Q1: 56,470 shares; 2025Q2: 61,214 shares; 2025Q3: 51,046 shares; 2025Q4: 53,517 shares; 2026Q1: 57,833 shares 57,833 $8M 0.09% +4,316 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: 11,016 shares; 2024Q4: 15,160 shares; 2025Q1: 14,300 shares; 2025Q2: 15,027 shares; 2025Q3: 15,129 shares; 2025Q4: 15,279 shares; 2026Q1: 15,824 shares 15,824 $7.91M 0.09% +545 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: 32,529 shares; 2024Q4: 32,538 shares; 2025Q1: 32,220 shares; 2025Q2: 31,724 shares; 2025Q3: 31,206 shares; 2025Q4: 30,898 shares; 2026Q1: 29,980 shares 29,980 $7.72M 0.08% -918 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: 666,329 shares; 2024Q4: 272,798 shares; 2025Q1: 263,332 shares; 2025Q2: 232,208 shares; 2025Q3: 237,439 shares; 2025Q4: 230,085 shares; 2026Q1: 265,862 shares 265,862 $7.47M 0.08% +35,777 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: 50,215 shares; 2024Q4: 106,136 shares; 2025Q1: 101,134 shares; 2025Q2: 49,100 shares; 2025Q3: 52,468 shares; 2025Q4: 58,944 shares; 2026Q1: 56,904 shares 56,904 $7.45M 0.08% -2,040 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,625 shares; 2024Q4: 37,990 shares; 2025Q1: 36,886 shares; 2025Q2: 36,789 shares; 2025Q3: 38,252 shares; 2025Q4: 41,918 shares; 2026Q1: 43,461 shares 43,461 $7.44M 0.08% +1,543 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: 14,681 shares; 2024Q4: 16,360 shares; 2025Q1: 20,081 shares; 2025Q2: 19,843 shares; 2025Q3: 21,181 shares; 2025Q4: 24,643 shares; 2026Q1: 25,427 shares 25,427 $7.3M 0.08% +784 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,493 shares 145,493 $7.27M 0.08% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,751 shares; 2024Q4: 84,606 shares; 2025Q1: 83,262 shares; 2025Q2: 83,083 shares; 2025Q3: 83,138 shares; 2025Q4: 74,666 shares; 2026Q1: 74,499 shares 74,499 $7.24M 0.08% -167 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 414,180 shares 414,180 $7.17M 0.08% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,622 shares; 2024Q4: 22,422 shares; 2025Q1: 22,922 shares; 2025Q2: 26,580 shares; 2025Q3: 27,426 shares; 2025Q4: 55,480 shares; 2026Q1: 56,368 shares 56,368 $7.07M 0.08% +888 Timeline QUAL 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: 265,217 shares; 2024Q4: 235,905 shares; 2025Q1: 220,605 shares; 2025Q2: 118,687 shares; 2025Q3: 110,290 shares; 2025Q4: 43,034 shares; 2026Q1: 36,637 shares 36,637 $7.03M 0.08% -6,397 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 3,418 shares; 2025Q4: 7,120 shares; 2026Q1: 9,294 shares 9,294 $6.76M 0.07% +2,174 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: 10,881 shares; 2024Q4: 11,172 shares; 2025Q1: 10,366 shares; 2025Q2: 10,762 shares; 2025Q3: 82,505 shares; 2025Q4: 40,884 shares; 2026Q1: 40,820 shares 40,820 $6.75M 0.07% -64 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: 105,034 shares; 2024Q4: 117,852 shares; 2025Q1: 122,061 shares; 2025Q2: 120,161 shares; 2025Q3: 147,624 shares; 2025Q4: 219,515 shares; 2026Q1: 218,889 shares 218,889 $6.64M 0.07% -626 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: 34,992 shares; 2024Q4: 32,798 shares; 2025Q1: 27,679 shares; 2025Q2: 30,484 shares; 2025Q3: 75,800 shares; 2025Q4: 77,265 shares; 2026Q1: 68,529 shares 68,529 $6.6M 0.07% -8,736 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,833 shares 88,833 $6.53M 0.07% new Timeline JBL JABIL INC More: the full row for JABIL 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: 25,093 shares; 2026Q1: 24,053 shares 24,053 $6.39M 0.07% -1,040 Timeline VTWV 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: 37,000 shares; 2024Q4: 36,032 shares; 2025Q1: 36,793 shares; 2025Q2: 38,953 shares; 2025Q3: 38,244 shares; 2025Q4: 37,912 shares; 2026Q1: 37,487 shares 37,487 $6.27M 0.07% -425 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,513 shares; 2024Q4: 140,946 shares; 2025Q1: 137,197 shares; 2025Q2: 98,812 shares; 2025Q3: 198,918 shares; 2025Q4: 241,215 shares; 2026Q1: 240,465 shares 240,465 $6.13M 0.07% -750 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: 43,371 shares; 2024Q4: 45,309 shares; 2025Q1: 34,187 shares; 2025Q2: 33,727 shares; 2025Q3: 33,999 shares; 2025Q4: 30,019 shares; 2026Q1: 29,849 shares 29,849 $6.06M 0.07% -170 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: 67,954 shares; 2024Q4: 71,761 shares; 2025Q1: 64,500 shares; 2025Q2: 68,186 shares; 2025Q3: 68,476 shares; 2025Q4: 54,785 shares; 2026Q1: 77,958 shares 77,958 $6.01M 0.07% +23,173 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,892 shares; 2024Q4: 53,756 shares; 2025Q1: 53,905 shares; 2025Q2: 54,472 shares; 2025Q3: 59,579 shares; 2025Q4: 63,161 shares; 2026Q1: 64,406 shares 64,406 $5.84M 0.06% +1,245 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: 22,535 shares; 2024Q4: 22,898 shares; 2025Q1: 25,436 shares; 2025Q2: 25,380 shares; 2025Q3: 25,827 shares; 2025Q4: 25,844 shares; 2026Q1: 30,083 shares 30,083 $5.7M 0.06% +4,239 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: 84,976 shares; 2024Q4: 14,191 shares; 2025Q1: 76,205 shares; 2025Q2: 13,926 shares; 2025Q3: 16,883 shares; 2025Q4: 125,639 shares; 2026Q1: 26,475 shares 26,475 $5.66M 0.06% -99,164 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: 11,413 shares; 2024Q4: 65,983 shares; 2025Q1: 142,718 shares; 2025Q2: 192,187 shares; 2025Q3: 163,496 shares; 2025Q4: 158,990 shares; 2026Q1: 193,362 shares 193,362 $5.63M 0.06% +34,372 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: 3,060 shares; 2024Q4: 3,127 shares; 2025Q1: 2,789 shares; 2025Q2: 2,474 shares; 2025Q3: 22,666 shares; 2025Q4: 21,717 shares; 2026Q1: 21,104 shares 21,104 $5.63M 0.06% -613 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,116 shares; 2024Q4: 165,890 shares; 2025Q1: 162,774 shares; 2025Q2: 163,299 shares; 2025Q3: 165,120 shares; 2025Q4: 168,339 shares; 2026Q1: 170,591 shares 170,591 $5.62M 0.06% +2,252 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,577 shares; 2024Q4: 59,977 shares; 2025Q1: 55,987 shares; 2025Q2: 51,590 shares; 2025Q3: 45,122 shares; 2025Q4: 23,763 shares; 2026Q1: 26,471 shares 26,471 $5.56M 0.06% +2,708 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: 131,245 shares; 2024Q4: 128,547 shares; 2025Q1: 116,446 shares; 2025Q2: 108,942 shares; 2025Q3: 108,174 shares; 2025Q4: 104,618 shares; 2026Q1: 100,458 shares 100,458 $5.55M 0.06% -4,160 Timeline SCZ 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: 107,666 shares; 2024Q4: 31,952 shares; 2025Q1: 34,547 shares; 2025Q2: 88,189 shares; 2025Q3: 84,971 shares; 2025Q4: 78,110 shares; 2026Q1: 68,818 shares 68,818 $5.4M 0.06% -9,292 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: 154,584 shares; 2024Q4: 149,811 shares; 2025Q1: 112,247 shares; 2025Q2: 109,332 shares; 2025Q3: 103,325 shares; 2025Q4: 96,108 shares; 2026Q1: 93,767 shares 93,767 $5.33M 0.06% -2,341 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: 1,013 shares; 2025Q2: 58,500 shares; 2025Q3: 56,316 shares; 2025Q4: 81,901 shares; 2026Q1: 25,359 shares 25,359 $5.26M 0.06% -56,542 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,930 shares; 2024Q4: 138,047 shares; 2025Q1: 135,718 shares; 2025Q2: 132,267 shares; 2025Q3: 132,062 shares; 2025Q4: 161,143 shares; 2026Q1: 178,573 shares 178,573 $5.19M 0.06% +17,430 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,216 shares; 2024Q4: 81,033 shares; 2025Q1: 12,185 shares; 2025Q2: 13,751 shares; 2025Q3: 13,765 shares; 2025Q4: 15,385 shares; 2026Q1: 14,505 shares 14,505 $5.17M 0.06% -880 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: 11,113 shares; 2024Q4: 11,257 shares; 2025Q1: 10,623 shares; 2025Q2: 10,655 shares; 2025Q3: 27,783 shares; 2025Q4: 20,645 shares; 2026Q1: 19,578 shares 19,578 $5.1M 0.06% -1,067 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: 12,002 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,269 shares; 2025Q3: 11,748 shares; 2025Q4: 14,298 shares; 2026Q1: 14,220 shares 14,220 $5.07M 0.06% -78 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: 166,552 shares; 2024Q4: 61,680 shares; 2025Q1: 58,859 shares; 2025Q2: 58,046 shares; 2025Q3: 58,449 shares; 2025Q4: 49,240 shares; 2026Q1: 46,407 shares 46,407 $5.06M 0.06% -2,833 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,050 shares; 2024Q4: 44,371 shares; 2025Q1: 59,481 shares; 2025Q2: 58,948 shares; 2025Q3: 60,352 shares; 2025Q4: 61,645 shares; 2026Q1: 67,139 shares 67,139 $5.04M 0.06% +5,494 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: not reported; 2025Q3: 24,380 shares; 2025Q4: 24,963 shares; 2026Q1: 25,527 shares 25,527 $5.03M 0.06% +564 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,410 shares; 2026Q1: 28,882 shares 28,882 $4.88M 0.05% +27,472 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,280 shares; 2024Q4: 161,716 shares; 2025Q1: 159,779 shares; 2025Q2: 124,330 shares; 2025Q3: 124,809 shares; 2025Q4: 106,722 shares; 2026Q1: 107,043 shares 107,043 $4.87M 0.05% +321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,381 shares; 2025Q4: 37,102 shares; 2026Q1: 37,890 shares 37,890 $4.82M 0.05% +788 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: 133,678 shares; 2024Q4: 127,840 shares; 2025Q1: 111,155 shares; 2025Q2: 101,461 shares; 2025Q3: 76,440 shares; 2025Q4: 36,145 shares; 2026Q1: 32,792 shares 32,792 $4.76M 0.05% -3,353 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: 32,610 shares; 2024Q4: 32,437 shares; 2025Q1: 28,904 shares; 2025Q2: 29,158 shares; 2025Q3: 29,714 shares; 2025Q4: 32,147 shares; 2026Q1: 33,790 shares 33,790 $4.71M 0.05% +1,643 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: 165,965 shares; 2024Q4: 157,285 shares; 2025Q1: 129,083 shares; 2025Q2: 138,118 shares; 2025Q3: 142,102 shares; 2025Q4: 149,824 shares; 2026Q1: 162,373 shares 162,373 $4.71M 0.05% +12,549 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,346 shares; 2026Q1: 4,229 shares 4,229 $4.61M 0.05% -117 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: 100,978 shares; 2024Q4: 97,872 shares; 2025Q1: 89,694 shares; 2025Q2: 95,962 shares; 2025Q3: 105,807 shares; 2025Q4: 101,750 shares; 2026Q1: 91,574 shares 91,574 $4.6M 0.05% -10,176 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,101 shares; 2024Q4: 142,712 shares; 2025Q1: 144,701 shares; 2025Q2: 146,445 shares; 2025Q3: 163,912 shares; 2025Q4: 173,557 shares; 2026Q1: 175,161 shares 175,161 $4.54M 0.05% +1,604 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: 141,578 shares; 2024Q4: 129,290 shares; 2025Q1: 119,755 shares; 2025Q2: 113,387 shares; 2025Q3: 113,720 shares; 2025Q4: 106,901 shares; 2026Q1: 88,579 shares 88,579 $4.51M 0.05% -18,322 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 66,030 shares; 2025Q1: 4,785 shares; 2025Q2: 5,022 shares; 2025Q3: 6,254 shares; 2025Q4: 6,292 shares; 2026Q1: 13,297 shares 13,297 $4.49M 0.05% +7,005 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,985 shares; 2024Q4: 33,028 shares; 2025Q1: 31,059 shares; 2025Q2: 30,872 shares; 2025Q3: 31,024 shares; 2025Q4: 33,351 shares; 2026Q1: 34,236 shares 34,236 $4.49M 0.05% +885 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: not reported; 2024Q4: 39,480 shares; 2025Q1: 67,841 shares; 2025Q2: 61,773 shares; 2025Q3: 27,396 shares; 2025Q4: 24,625 shares; 2026Q1: 23,818 shares 23,818 $4.44M 0.05% -807 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,166 shares; 2024Q4: 36,937 shares; 2025Q1: 36,887 shares; 2025Q2: 35,716 shares; 2025Q3: 37,334 shares; 2025Q4: 41,035 shares; 2026Q1: 49,151 shares 49,151 $4.44M 0.05% +8,116 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,744 shares; 2024Q4: not reported; 2025Q1: 82,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,277 shares 70,277 $4.43M 0.05% new Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,060 shares; 2024Q4: not reported; 2025Q1: 108,521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,692 shares 93,692 $4.42M 0.05% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,699 shares; 2025Q2: 77,165 shares; 2025Q3: 30,833 shares; 2025Q4: 17,478 shares; 2026Q1: 27,938 shares 27,938 $4.34M 0.05% +10,460 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,780 shares; 2024Q4: 149,540 shares; 2025Q1: 115,867 shares; 2025Q2: 107,954 shares; 2025Q3: 105,262 shares; 2025Q4: 98,914 shares; 2026Q1: 98,421 shares 98,421 $4.34M 0.05% -493 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: 11,422 shares; 2024Q4: 10,957 shares; 2025Q1: 4,190 shares; 2025Q2: 4,145 shares; 2025Q3: 4,948 shares; 2025Q4: 42,979 shares; 2026Q1: 44,855 shares 44,855 $4.31M 0.05% +1,876 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,032 shares; 2024Q4: 32,862 shares; 2025Q1: 31,335 shares; 2025Q2: 30,625 shares; 2025Q3: 30,576 shares; 2025Q4: 34,469 shares; 2026Q1: 34,581 shares 34,581 $4.3M 0.05% +112 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,496 shares; 2024Q4: 37,496 shares; 2025Q1: 37,374 shares; 2025Q2: 37,374 shares; 2025Q3: 37,374 shares; 2025Q4: 37,374 shares; 2026Q1: 37,374 shares 37,374 $4.29M 0.05% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,221 shares; 2024Q4: 41,567 shares; 2025Q1: 41,565 shares; 2025Q2: 35,545 shares; 2025Q3: 33,740 shares; 2025Q4: 33,721 shares; 2026Q1: 34,179 shares 34,179 $4.27M 0.05% +458 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,894 shares; 2024Q4: 68,932 shares; 2025Q1: 56,707 shares; 2025Q2: 72,161 shares; 2025Q3: 79,515 shares; 2025Q4: 66,110 shares; 2026Q1: 69,309 shares 69,309 $4.2M 0.05% +3,199 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: 18,419 shares; 2024Q4: 20,217 shares; 2025Q1: 20,049 shares; 2025Q2: 20,420 shares; 2025Q3: 20,786 shares; 2025Q4: 20,866 shares; 2026Q1: 32,865 shares 32,865 $4.15M 0.05% +11,999 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: 17,004 shares; 2024Q4: 133,670 shares; 2025Q1: 151,247 shares; 2025Q2: 154,504 shares; 2025Q3: 158,451 shares; 2025Q4: 167,197 shares; 2026Q1: 163,459 shares 163,459 $4.13M 0.05% -3,738 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: 56,611 shares; 2024Q4: 52,360 shares; 2025Q1: 55,104 shares; 2025Q2: 53,901 shares; 2025Q3: 53,749 shares; 2025Q4: 56,791 shares; 2026Q1: 56,887 shares 56,887 $4.09M 0.04% +96 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: 6,070 shares; 2024Q4: 6,691 shares; 2025Q1: 7,566 shares; 2025Q2: 7,205 shares; 2025Q3: 8,658 shares; 2025Q4: 8,767 shares; 2026Q1: 9,342 shares 9,342 $4.02M 0.04% +575 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,326 shares; 2024Q4: 165,670 shares; 2025Q1: 142,062 shares; 2025Q2: 142,148 shares; 2025Q3: 141,029 shares; 2025Q4: 162,412 shares; 2026Q1: 156,669 shares 156,669 $4.02M 0.04% -5,743 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,350 shares; 2025Q4: 20,550 shares; 2026Q1: 21,000 shares 21,000 $4M 0.04% +450 Timeline EFAV 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: 66,057 shares; 2024Q4: 63,929 shares; 2025Q1: 57,459 shares; 2025Q2: not reported; 2025Q3: 54,853 shares; 2025Q4: 48,913 shares; 2026Q1: 43,569 shares 43,569 $3.98M 0.04% -5,344 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: 125,607 shares; 2024Q4: 111,038 shares; 2025Q1: 8,352 shares; 2025Q2: 2,822 shares; 2025Q3: 37,731 shares; 2025Q4: 34,689 shares; 2026Q1: 32,812 shares 32,812 $3.98M 0.04% -1,877 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: 14,790 shares; 2024Q4: 15,539 shares; 2025Q1: 15,553 shares; 2025Q2: 15,205 shares; 2025Q3: 15,195 shares; 2025Q4: 12,911 shares; 2026Q1: 13,473 shares 13,473 $3.91M 0.04% +562 Timeline VTWG 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: 13,073 shares; 2024Q4: 12,860 shares; 2025Q1: 15,790 shares; 2025Q2: 18,040 shares; 2025Q3: 17,740 shares; 2025Q4: 17,181 shares; 2026Q1: 17,079 shares 17,079 $3.91M 0.04% -102 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: 88,021 shares; 2024Q4: not reported; 2025Q1: 77,016 shares; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 59,652 shares; 2026Q1: 52,499 shares 52,499 $3.9M 0.04% -7,153 Timeline EEMV 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: 82,331 shares; 2024Q4: 76,442 shares; 2025Q1: 77,841 shares; 2025Q2: 73,329 shares; 2025Q3: 71,523 shares; 2025Q4: not reported; 2026Q1: 60,078 shares 60,078 $3.89M 0.04% new Timeline AOR 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: 59,871 shares; 2024Q4: 61,707 shares; 2025Q1: 61,428 shares; 2025Q2: 59,768 shares; 2025Q3: 58,355 shares; 2025Q4: 58,887 shares; 2026Q1: 57,562 shares 57,562 $3.7M 0.04% -1,325 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: 16,606 shares; 2024Q4: 18,261 shares; 2025Q1: 16,816 shares; 2025Q2: 16,878 shares; 2025Q3: 16,908 shares; 2025Q4: 20,092 shares; 2026Q1: 26,714 shares 26,714 $3.63M 0.04% +6,622 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 81,347 shares; 2025Q4: 69,245 shares; 2026Q1: 58,445 shares 58,445 $3.61M 0.04% -10,800 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: 34,138 shares; 2024Q4: 33,594 shares; 2025Q1: 78,279 shares; 2025Q2: 78,696 shares; 2025Q3: 79,804 shares; 2025Q4: 79,897 shares; 2026Q1: 95,389 shares 95,389 $3.61M 0.04% +15,492 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 47,768 shares; 2025Q1: 41,072 shares; 2025Q2: 41,097 shares; 2025Q3: 40,530 shares; 2025Q4: 40,526 shares; 2026Q1: 28,372 shares 28,372 $3.58M 0.04% -12,154 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 6,115 shares; 2025Q1: 5,988 shares; 2025Q2: 5,369 shares; 2025Q3: 5,674 shares; 2025Q4: 6,433 shares; 2026Q1: 9,120 shares 9,120 $3.56M 0.04% +2,687 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,320 shares; 2025Q1: 3,569 shares; 2025Q2: 4,274 shares; 2025Q3: 12,485 shares; 2025Q4: 5,278 shares; 2026Q1: 7,206 shares 7,206 $3.49M 0.04% +1,928 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 8,626 shares; 2025Q1: 7,641 shares; 2025Q2: 7,755 shares; 2025Q3: 7,980 shares; 2025Q4: 59,515 shares; 2026Q1: 33,396 shares 33,396 $3.49M 0.04% -26,119 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: 7,622 shares; 2024Q4: 7,643 shares; 2025Q1: 7,918 shares; 2025Q2: 7,728 shares; 2025Q3: 11,609 shares; 2025Q4: 11,998 shares; 2026Q1: 7,570 shares 7,570 $3.49M 0.04% -4,428 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,330 shares; 2024Q4: 209,961 shares; 2025Q1: 145,890 shares; 2025Q2: 132,309 shares; 2025Q3: 118,129 shares; 2025Q4: 112,395 shares; 2026Q1: 111,410 shares 111,410 $3.46M 0.04% -985 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 9,854 shares 9,854 $3.39M 0.04% new 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: 8,702 shares; 2024Q4: 11,026 shares; 2025Q1: 8,375 shares; 2025Q2: 70,885 shares; 2025Q3: 49,613 shares; 2025Q4: 48,973 shares; 2026Q1: 18,021 shares 18,021 $3.36M 0.04% -30,952 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,531 shares; 2025Q1: 4,413 shares; 2025Q2: 4,277 shares; 2025Q3: 4,349 shares; 2025Q4: 4,614 shares; 2026Q1: 4,619 shares 4,619 $3.22M 0.04% +5 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: 44,056 shares; 2024Q4: 44,131 shares; 2025Q1: 44,967 shares; 2025Q2: 44,967 shares; 2025Q3: 44,967 shares; 2025Q4: 45,020 shares; 2026Q1: 46,347 shares 46,347 $3.17M 0.03% +1,327 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,173 shares; 2024Q4: 12,914 shares; 2025Q1: 6,848 shares; 2025Q2: 7,684 shares; 2025Q3: 8,415 shares; 2025Q4: 10,942 shares; 2026Q1: 9,207 shares 9,207 $3.15M 0.03% -1,735 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: 46,215 shares; 2024Q4: 48,794 shares; 2025Q1: 44,638 shares; 2025Q2: 45,053 shares; 2025Q3: 41,419 shares; 2025Q4: 52,485 shares; 2026Q1: 53,302 shares 53,302 $3.13M 0.03% +817 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,668 shares; 2024Q4: 37,636 shares; 2025Q1: 39,214 shares; 2025Q2: 38,121 shares; 2025Q3: 38,060 shares; 2025Q4: 28,452 shares; 2026Q1: 29,680 shares 29,680 $3.05M 0.03% +1,228 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,677 shares; 2024Q4: 54,034 shares; 2025Q1: 54,034 shares; 2025Q2: 53,891 shares; 2025Q3: 51,157 shares; 2025Q4: 50,045 shares; 2026Q1: 50,075 shares 50,075 $2.96M 0.03% +30 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: 14,401 shares; 2024Q4: 15,273 shares; 2025Q1: 18,526 shares; 2025Q2: 24,287 shares; 2025Q3: 23,627 shares; 2025Q4: 23,627 shares; 2026Q1: 34,614 shares 34,614 $2.89M 0.03% +10,987 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: 19,566 shares; 2024Q4: 19,751 shares; 2025Q1: 15,645 shares; 2025Q2: 15,185 shares; 2025Q3: 16,031 shares; 2025Q4: 14,648 shares; 2026Q1: 14,681 shares 14,681 $2.85M 0.03% +33 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,252 shares; 2025Q1: 5,222 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,069 shares; 2026Q1: 5,070 shares 5,070 $2.85M 0.03% +1 Timeline EMXF 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: 56,934 shares; 2024Q4: 57,673 shares; 2025Q1: 55,453 shares; 2025Q2: 62,692 shares; 2025Q3: 62,808 shares; 2025Q4: 59,898 shares; 2026Q1: 59,225 shares 59,225 $2.83M 0.03% -673 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: 20,542 shares; 2024Q4: 20,886 shares; 2025Q1: 18,549 shares; 2025Q2: 22,060 shares; 2025Q3: 21,904 shares; 2025Q4: 20,665 shares; 2026Q1: 27,434 shares 27,434 $2.81M 0.03% +6,769 Timeline IGM 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: 49,821 shares; 2024Q4: 49,821 shares; 2025Q1: 49,821 shares; 2025Q2: 49,821 shares; 2025Q3: 50,038 shares; 2025Q4: 27,433 shares; 2026Q1: 23,580 shares 23,580 $2.79M 0.03% -3,853 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: 236,625 shares; 2024Q4: 145,624 shares; 2025Q1: 141,547 shares; 2025Q2: 139,761 shares; 2025Q3: 137,728 shares; 2025Q4: 55,492 shares; 2026Q1: 51,956 shares 51,956 $2.74M 0.03% -3,536 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,108 shares; 2025Q1: 20,131 shares; 2025Q2: 20,063 shares; 2025Q3: 20,063 shares; 2025Q4: 20,379 shares; 2026Q1: 20,401 shares 20,401 $2.7M 0.03% +22 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,802 shares; 2024Q4: 20,774 shares; 2025Q1: 19,687 shares; 2025Q2: 19,822 shares; 2025Q3: 21,114 shares; 2025Q4: 25,062 shares; 2026Q1: 20,727 shares 20,727 $2.69M 0.03% -4,335 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: 20,705 shares; 2024Q4: 20,296 shares; 2025Q1: 20,279 shares; 2025Q2: 20,165 shares; 2025Q3: 22,242 shares; 2025Q4: 22,126 shares; 2026Q1: 20,738 shares 20,738 $2.66M 0.03% -1,388 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: 16,684 shares; 2024Q4: 14,699 shares; 2025Q1: 14,694 shares; 2025Q2: 14,696 shares; 2025Q3: 15,471 shares; 2025Q4: 22,394 shares; 2026Q1: 23,386 shares 23,386 $2.65M 0.03% +992 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,336 shares; 2024Q4: 10,997 shares; 2025Q1: 7,647 shares; 2025Q2: 7,680 shares; 2025Q3: 6,974 shares; 2025Q4: 7,023 shares; 2026Q1: 6,623 shares 6,623 $2.64M 0.03% -400 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: 36,323 shares; 2024Q4: 109,000 shares; 2025Q1: 109,572 shares; 2025Q2: 96,875 shares; 2025Q3: 104,571 shares; 2025Q4: 104,766 shares; 2026Q1: 104,195 shares 104,195 $2.62M 0.03% -571 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: 4,754 shares; 2025Q1: 7,253 shares; 2025Q2: 8,469 shares; 2025Q3: 9,584 shares; 2025Q4: 12,092 shares; 2026Q1: 17,716 shares 17,716 $2.59M 0.03% +5,624 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: 14,191 shares; 2024Q4: 15,424 shares; 2025Q1: 16,733 shares; 2025Q2: 16,018 shares; 2025Q3: 16,281 shares; 2025Q4: 17,994 shares; 2026Q1: 16,474 shares 16,474 $2.59M 0.03% -1,520 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 62,995 shares; 2025Q1: 60,430 shares; 2025Q2: 65,357 shares; 2025Q3: 65,261 shares; 2025Q4: 55,430 shares; 2026Q1: 54,686 shares 54,686 $2.46M 0.03% -744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,176 shares; 2026Q1: 8,045 shares 8,045 $2.45M 0.03% -131 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,350 shares; 2024Q4: 18,348 shares; 2025Q1: 19,180 shares; 2025Q2: 19,126 shares; 2025Q3: 19,160 shares; 2025Q4: 25,721 shares; 2026Q1: 26,649 shares 26,649 $2.43M 0.03% +928 Timeline AOA 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: 24,922 shares; 2024Q4: 25,920 shares; 2025Q1: 24,965 shares; 2025Q2: 24,989 shares; 2025Q3: 26,297 shares; 2025Q4: 25,691 shares; 2026Q1: 27,262 shares 27,262 $2.41M 0.03% +1,571 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: 17,864 shares; 2024Q4: 19,291 shares; 2025Q1: 18,562 shares; 2025Q2: 25,431 shares; 2025Q3: 26,886 shares; 2025Q4: 30,245 shares; 2026Q1: 30,264 shares 30,264 $2.41M 0.03% +19 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 3,707 shares; 2025Q2: 3,708 shares; 2025Q3: 3,753 shares; 2025Q4: 3,854 shares; 2026Q1: 3,855 shares 3,855 $2.38M 0.03% +1 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: 39,708 shares; 2024Q4: 36,526 shares; 2025Q1: 33,439 shares; 2025Q2: 54,099 shares; 2025Q3: 48,257 shares; 2025Q4: 48,097 shares; 2026Q1: 50,529 shares 50,529 $2.37M 0.03% +2,432 Timeline ILCG 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: 26,186 shares; 2024Q4: 26,186 shares; 2025Q1: 26,186 shares; 2025Q2: 26,186 shares; 2025Q3: 26,186 shares; 2025Q4: 26,186 shares; 2026Q1: 23,798 shares 23,798 $2.27M 0.02% -2,388 Timeline RDVY 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: 15,606 shares; 2024Q4: 15,606 shares; 2025Q1: 15,606 shares; 2025Q2: 15,606 shares; 2025Q3: 15,606 shares; 2025Q4: 15,606 shares; 2026Q1: 33,109 shares 33,109 $2.26M 0.02% +17,503 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: 64,511 shares; 2024Q4: 41,077 shares; 2025Q1: 31,768 shares; 2025Q2: 30,691 shares; 2025Q3: 30,921 shares; 2025Q4: 30,019 shares; 2026Q1: 28,184 shares 28,184 $2.23M 0.02% -1,835 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: 8,168 shares; 2024Q4: 8,171 shares; 2025Q1: 22,519 shares; 2025Q2: 22,427 shares; 2025Q3: 22,586 shares; 2025Q4: 22,586 shares; 2026Q1: 21,980 shares 21,980 $2.21M 0.02% -606 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: 27,930 shares; 2024Q4: 27,930 shares; 2025Q1: 27,775 shares; 2025Q2: 27,820 shares; 2025Q3: 23,032 shares; 2025Q4: 23,032 shares; 2026Q1: 15,146 shares 15,146 $2.21M 0.02% -7,886 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: 13,934 shares; 2024Q4: 14,249 shares; 2025Q1: 12,396 shares; 2025Q2: 9,842 shares; 2025Q3: 10,086 shares; 2025Q4: 25,344 shares; 2026Q1: 24,748 shares 24,748 $2.2M 0.02% -596 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: 10,090 shares; 2024Q4: 10,657 shares; 2025Q1: 11,267 shares; 2025Q2: 11,217 shares; 2025Q3: 13,601 shares; 2025Q4: 21,804 shares; 2026Q1: 16,509 shares 16,509 $2.19M 0.02% -5,295 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: 6,821 shares; 2024Q4: 6,826 shares; 2025Q1: 6,706 shares; 2025Q2: 23,314 shares; 2025Q3: 23,632 shares; 2025Q4: 24,562 shares; 2026Q1: 23,513 shares 23,513 $2.19M 0.02% -1,049 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,375 shares; 2025Q2: 21,539 shares; 2025Q3: 43,713 shares; 2025Q4: 44,565 shares; 2026Q1: 44,565 shares 44,565 $2.18M 0.02% 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: 12,387 shares; 2024Q4: 14,808 shares; 2025Q1: 8,028 shares; 2025Q2: 6,200 shares; 2025Q3: 6,399 shares; 2025Q4: 6,739 shares; 2026Q1: 6,835 shares 6,835 $2.17M 0.02% +96 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,273 shares; 2025Q1: 39,211 shares; 2025Q2: 10,990 shares; 2025Q3: 11,441 shares; 2025Q4: 8,268 shares; 2026Q1: 10,130 shares 10,130 $2.16M 0.02% +1,862 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 7,264 shares; 2025Q1: 4,132 shares; 2025Q2: 4,132 shares; 2025Q3: 4,054 shares; 2025Q4: 6,774 shares; 2026Q1: 6,774 shares 6,774 $2.15M 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,963 shares; 2024Q4: 16,963 shares; 2025Q1: 16,963 shares; 2025Q2: 16,963 shares; 2025Q3: 16,962 shares; 2025Q4: 15,282 shares; 2026Q1: 15,289 shares 15,289 $2.13M 0.02% +7 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,470 shares; 2024Q4: 61,188 shares; 2025Q1: 47,376 shares; 2025Q2: 33,872 shares; 2025Q3: 32,778 shares; 2025Q4: 31,793 shares; 2026Q1: 27,653 shares 27,653 $2.12M 0.02% -4,140 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: 45,853 shares; 2024Q4: 8,255 shares; 2025Q1: 22,836 shares; 2025Q2: 108,225 shares; 2025Q3: 116,234 shares; 2025Q4: 112,747 shares; 2026Q1: 23,928 shares 23,928 $2.11M 0.02% -88,819 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: 186,987 shares; 2024Q4: 184,323 shares; 2025Q1: 246,846 shares; 2025Q2: 183,083 shares; 2025Q3: 182,258 shares; 2025Q4: 173,803 shares; 2026Q1: 24,607 shares 24,607 $2.1M 0.02% -149,196 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: 5,433 shares; 2024Q4: 7,705 shares; 2025Q1: 7,319 shares; 2025Q2: 10,419 shares; 2025Q3: 9,905 shares; 2025Q4: 11,501 shares; 2026Q1: 12,587 shares 12,587 $2.07M 0.02% +1,086 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,153 shares; 2024Q4: 22,766 shares; 2025Q1: 22,659 shares; 2025Q2: 22,726 shares; 2025Q3: 24,952 shares; 2025Q4: 24,575 shares; 2026Q1: 24,192 shares 24,192 $2.05M 0.02% -383 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,533 shares; 2024Q4: 219,712 shares; 2025Q1: 144,463 shares; 2025Q2: 157,976 shares; 2025Q3: 163,776 shares; 2025Q4: 178,774 shares; 2026Q1: 177,661 shares 177,661 $2.05M 0.02% -1,113 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,388 shares; 2024Q4: 45,557 shares; 2025Q1: 46,269 shares; 2025Q2: 45,730 shares; 2025Q3: 46,558 shares; 2025Q4: 62,825 shares; 2026Q1: 66,565 shares 66,565 $2.04M 0.02% +3,740 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,507 shares; 2024Q4: 14,956 shares; 2025Q1: 13,015 shares; 2025Q2: 13,015 shares; 2025Q3: 57,557 shares; 2025Q4: 59,601 shares; 2026Q1: 60,517 shares 60,517 $2.03M 0.02% +916 Timeline EMB 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: 165,050 shares; 2024Q4: 24,738 shares; 2025Q1: 24,890 shares; 2025Q2: 66,155 shares; 2025Q3: 22,066 shares; 2025Q4: 20,911 shares; 2026Q1: 21,313 shares 21,313 $2M 0.02% +402 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,696 shares; 2024Q4: 24,861 shares; 2025Q1: 21,935 shares; 2025Q2: 21,841 shares; 2025Q3: 21,841 shares; 2025Q4: 21,841 shares; 2026Q1: 21,841 shares 21,841 $2M 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 14,700 shares; 2025Q1: 14,483 shares; 2025Q2: 12,798 shares; 2025Q3: 12,808 shares; 2025Q4: 12,632 shares; 2026Q1: 12,521 shares 12,521 $1.97M 0.02% -111 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: 9,405 shares; 2024Q4: 9,565 shares; 2025Q1: 9,782 shares; 2025Q2: 9,859 shares; 2025Q3: 9,956 shares; 2025Q4: 10,155 shares; 2026Q1: 12,763 shares 12,763 $1.95M 0.02% +2,608 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,337 shares; 2025Q1: 4,344 shares; 2025Q2: 4,367 shares; 2025Q3: 4,381 shares; 2025Q4: 4,375 shares; 2026Q1: 4,371 shares 4,371 $1.94M 0.02% -4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,795 shares; 2025Q1: 3,616 shares; 2025Q2: 3,615 shares; 2025Q3: 4,568 shares; 2025Q4: 5,105 shares; 2026Q1: 4,468 shares 4,468 $1.93M 0.02% -637 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: 12,095 shares; 2024Q4: 12,202 shares; 2025Q1: 11,704 shares; 2025Q2: 6,328 shares; 2025Q3: 6,229 shares; 2025Q4: 7,482 shares; 2026Q1: 6,987 shares 6,987 $1.9M 0.02% -495 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: 9,680 shares; 2024Q4: 9,566 shares; 2025Q1: 9,254 shares; 2025Q2: 8,510 shares; 2025Q3: 9,903 shares; 2025Q4: 9,219 shares; 2026Q1: 9,346 shares 9,346 $1.9M 0.02% +127 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: 4,965 shares; 2024Q4: 5,051 shares; 2025Q1: 4,560 shares; 2025Q2: 4,365 shares; 2025Q3: 48,963 shares; 2025Q4: 7,881 shares; 2026Q1: 8,253 shares 8,253 $1.9M 0.02% +372 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 11,229 shares; 2025Q1: 10,848 shares; 2025Q2: 9,850 shares; 2025Q3: 10,283 shares; 2025Q4: 11,130 shares; 2026Q1: 11,153 shares 11,153 $1.89M 0.02% +23 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,465 shares; 2024Q4: 119,465 shares; 2025Q1: 119,465 shares; 2025Q2: 119,465 shares; 2025Q3: 119,465 shares; 2025Q4: 119,465 shares; 2026Q1: 119,465 shares 119,465 $1.84M 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,237 shares; 2025Q1: 6,200 shares; 2025Q2: 6,570 shares; 2025Q3: 6,803 shares; 2025Q4: 7,105 shares; 2026Q1: 7,398 shares 7,398 $1.83M 0.02% +293 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,273 shares; 2025Q1: 2,186 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,637 shares; 2026Q1: 3,394 shares 3,394 $1.83M 0.02% +757 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 21,005 shares; 2025Q3: 21,005 shares; 2025Q4: 20,776 shares; 2026Q1: 21,802 shares 21,802 $1.8M 0.02% +1,026 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: 12,318 shares; 2024Q4: 13,003 shares; 2025Q1: 12,447 shares; 2025Q2: 12,812 shares; 2025Q3: 13,071 shares; 2025Q4: 14,472 shares; 2026Q1: 15,077 shares 15,077 $1.79M 0.02% +605 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: 14,908 shares; 2024Q4: 15,361 shares; 2025Q1: 14,801 shares; 2025Q2: 15,057 shares; 2025Q3: 25,693 shares; 2025Q4: 26,587 shares; 2026Q1: 26,546 shares 26,546 $1.75M 0.02% -41 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: 59,466 shares; 2024Q4: 60,031 shares; 2025Q1: 60,122 shares; 2025Q2: 10,267 shares; 2025Q3: 6,250 shares; 2025Q4: 6,133 shares; 2026Q1: 6,284 shares 6,284 $1.7M 0.02% +151 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 25,928 shares; 2025Q1: 21,819 shares; 2025Q2: 21,222 shares; 2025Q3: 21,237 shares; 2025Q4: 21,205 shares; 2026Q1: 21,251 shares 21,251 $1.67M 0.02% +46 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: 2,427 shares; 2024Q4: 2,650 shares; 2025Q1: 3,400 shares; 2025Q2: 3,266 shares; 2025Q3: 3,713 shares; 2025Q4: 3,425 shares; 2026Q1: 4,355 shares 4,355 $1.67M 0.02% +930 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,739 shares; 2024Q4: 10,036 shares; 2025Q1: 10,229 shares; 2025Q2: 10,225 shares; 2025Q3: 12,321 shares; 2025Q4: 11,751 shares; 2026Q1: 12,589 shares 12,589 $1.66M 0.02% +838 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 9,861 shares; 2025Q1: 9,861 shares; 2025Q2: 9,373 shares; 2025Q3: 9,291 shares; 2025Q4: 9,146 shares; 2026Q1: 9,146 shares 9,146 $1.66M 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,448 shares; 2024Q4: 15,679 shares; 2025Q1: 14,410 shares; 2025Q2: 14,556 shares; 2025Q3: 12,687 shares; 2025Q4: 12,566 shares; 2026Q1: 11,840 shares 11,840 $1.64M 0.02% -726 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 49,485 shares; 2025Q4: 49,683 shares; 2026Q1: 48,583 shares 48,583 $1.61M 0.02% -1,100 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares; 2026Q1: 3,938 shares 3,938 $1.61M 0.02% 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: 9,054 shares; 2024Q4: 13,766 shares; 2025Q1: 10,974 shares; 2025Q2: 10,956 shares; 2025Q3: 11,056 shares; 2025Q4: 10,517 shares; 2026Q1: 10,517 shares 10,517 $1.59M 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 3,730 shares; 2025Q4: 3,808 shares; 2026Q1: 6,800 shares 6,800 $1.57M 0.02% +2,992 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: 4,499 shares; 2024Q4: 4,462 shares; 2025Q1: 4,551 shares; 2025Q2: 4,551 shares; 2025Q3: 4,573 shares; 2025Q4: 4,556 shares; 2026Q1: 4,563 shares 4,563 $1.57M 0.02% +7 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: 7,889 shares; 2024Q4: 6,802 shares; 2025Q1: 6,627 shares; 2025Q2: 6,875 shares; 2025Q3: 6,416 shares; 2025Q4: 6,443 shares; 2026Q1: 7,474 shares 7,474 $1.55M 0.02% +1,031 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 2,967 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 8,052 shares; 2025Q4: 7,732 shares; 2026Q1: 7,243 shares 7,243 $1.55M 0.02% -489 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,520 shares; 2024Q4: 130,532 shares; 2025Q1: 8,865 shares; 2025Q2: 8,953 shares; 2025Q3: 9,160 shares; 2025Q4: 9,024 shares; 2026Q1: 9,421 shares 9,421 $1.55M 0.02% +397 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,965 shares; 2025Q1: 13,688 shares; 2025Q2: 19,707 shares; 2025Q3: 21,082 shares; 2025Q4: 21,002 shares; 2026Q1: 21,097 shares 21,097 $1.54M 0.02% +95 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 22,199 shares; 2025Q1: 23,699 shares; 2025Q2: 22,149 shares; 2025Q3: 23,373 shares; 2025Q4: 20,065 shares; 2026Q1: 21,285 shares 21,285 $1.49M 0.02% +1,220 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: 7,267 shares; 2024Q4: 9,703 shares; 2025Q1: 6,415 shares; 2025Q2: 10,292 shares; 2025Q3: 10,883 shares; 2025Q4: 6,718 shares; 2026Q1: 11,281 shares 11,281 $1.49M 0.02% +4,563 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,913 shares; 2025Q3: 51,956 shares; 2025Q4: 39,435 shares; 2026Q1: 39,468 shares 39,468 $1.48M 0.02% +33 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,831 shares; 2024Q4: 41,633 shares; 2025Q1: 41,047 shares; 2025Q2: 40,299 shares; 2025Q3: 47,737 shares; 2025Q4: 8,614 shares; 2026Q1: 5,040 shares 5,040 $1.48M 0.02% -3,574 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: 15,581 shares; 2024Q4: 16,712 shares; 2025Q1: 15,087 shares; 2025Q2: 13,635 shares; 2025Q3: 33,115 shares; 2025Q4: 27,696 shares; 2026Q1: 25,363 shares 25,363 $1.46M 0.02% -2,333 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: 19,030 shares; 2024Q4: 18,928 shares; 2025Q1: 17,731 shares; 2025Q2: 17,726 shares; 2025Q3: 17,219 shares; 2025Q4: 15,489 shares; 2026Q1: 15,124 shares 15,124 $1.46M 0.02% -365 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: 4,974 shares; 2024Q4: 5,031 shares; 2025Q1: 3,880 shares; 2025Q2: 4,033 shares; 2025Q3: 4,156 shares; 2025Q4: 4,046 shares; 2026Q1: 5,949 shares 5,949 $1.45M 0.02% +1,903 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,867 shares; 2025Q1: 1,904 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares; 2025Q4: 2,870 shares; 2026Q1: 3,051 shares 3,051 $1.44M 0.02% +181 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: 4,974 shares; 2025Q1: 5,840 shares; 2025Q2: 6,982 shares; 2025Q3: 6,144 shares; 2025Q4: 7,876 shares; 2026Q1: 7,890 shares 7,890 $1.44M 0.02% +14 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: 7,077 shares; 2024Q4: 8,699 shares; 2025Q1: 8,813 shares; 2025Q2: 9,315 shares; 2025Q3: 9,315 shares; 2025Q4: 9,619 shares; 2026Q1: 9,780 shares 9,780 $1.42M 0.02% +161 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: 60,491 shares; 2026Q1: 60,491 shares 60,491 $1.41M 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 38,322 shares; 2025Q1: 37,383 shares; 2025Q2: 34,389 shares; 2025Q3: 34,397 shares; 2025Q4: 45,424 shares; 2026Q1: 45,429 shares 45,429 $1.41M 0.02% +5 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,252 shares; 2025Q4: 12,252 shares; 2026Q1: 12,252 shares 12,252 $1.4M 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 17,559 shares; 2025Q1: 17,125 shares; 2025Q2: 17,125 shares; 2025Q3: 17,125 shares; 2025Q4: 17,361 shares; 2026Q1: 29,534 shares 29,534 $1.39M 0.02% +12,173 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: not reported; 2024Q4: 13,684 shares; 2025Q1: 13,693 shares; 2025Q2: 13,693 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares; 2026Q1: 13,684 shares 13,684 $1.37M 0.02% -9 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 30,681 shares; 2025Q1: 34,065 shares; 2025Q2: 59,518 shares; 2025Q3: 56,080 shares; 2025Q4: 49,761 shares; 2026Q1: 14,766 shares 14,766 $1.37M 0.01% -34,995 Timeline MGK 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: 4,768 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,672 shares; 2026Q1: 3,711 shares 3,711 $1.36M 0.01% +39 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 7,413 shares; 2025Q1: 7,413 shares; 2025Q2: 7,000 shares; 2025Q3: 6,900 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares 6,225 $1.36M 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,525 shares; 2024Q4: 51,466 shares; 2025Q1: 51,073 shares; 2025Q2: 50,309 shares; 2025Q3: 49,987 shares; 2025Q4: 48,569 shares; 2026Q1: 6,823 shares 6,823 $1.35M 0.01% -41,746 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 11,905 shares; 2025Q1: 8,242 shares; 2025Q2: 8,202 shares; 2025Q3: 8,401 shares; 2025Q4: 9,012 shares; 2026Q1: 9,203 shares 9,203 $1.35M 0.01% +191 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: 61,036 shares; 2024Q4: 90,823 shares; 2025Q1: 88,600 shares; 2025Q2: 242,060 shares; 2025Q3: 193,931 shares; 2025Q4: 36,710 shares; 2026Q1: 36,659 shares 36,659 $1.35M 0.01% -51 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,150 shares; 2024Q4: 39,150 shares; 2025Q1: 27,950 shares; 2025Q2: 27,950 shares; 2025Q3: 27,950 shares; 2025Q4: 43,500 shares; 2026Q1: 37,500 shares 37,500 $1.35M 0.01% -6,000 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,155 shares; 2025Q2: 24,155 shares; 2025Q3: 24,155 shares; 2025Q4: 24,155 shares; 2026Q1: 24,155 shares 24,155 $1.32M 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 8,214 shares; 2025Q1: 7,397 shares; 2025Q2: 8,196 shares; 2025Q3: 10,058 shares; 2025Q4: 9,922 shares; 2026Q1: 10,052 shares 10,052 $1.32M 0.01% +130 Timeline QXO QXO INC More: the full row for QXO 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: 67,324 shares 67,324 $1.31M 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,396 shares; 2025Q3: 6,396 shares; 2025Q4: 6,396 shares; 2026Q1: 12,656 shares 12,656 $1.27M 0.01% +6,260 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,343 shares; 2025Q1: 16,072 shares; 2025Q2: 15,969 shares; 2025Q3: 16,252 shares; 2025Q4: 13,338 shares; 2026Q1: 17,327 shares 17,327 $1.25M 0.01% +3,989 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: 6,398 shares; 2024Q4: 142,579 shares; 2025Q1: 6,096 shares; 2025Q2: 69,595 shares; 2025Q3: 19,338 shares; 2025Q4: 17,542 shares; 2026Q1: 15,744 shares 15,744 $1.25M 0.01% -1,798 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,229 shares; 2024Q4: 24,238 shares; 2025Q1: 23,578 shares; 2025Q2: 23,323 shares; 2025Q3: 22,682 shares; 2025Q4: 23,607 shares; 2026Q1: 25,487 shares 25,487 $1.25M 0.01% +1,880 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,133 shares; 2024Q4: 15,134 shares; 2025Q1: 15,126 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares; 2025Q4: 15,173 shares; 2026Q1: 15,167 shares 15,167 $1.24M 0.01% -6 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: 160,138 shares; 2024Q4: 34,575 shares; 2025Q1: 24,074 shares; 2025Q2: 20,690 shares; 2025Q3: 18,554 shares; 2025Q4: 13,482 shares; 2026Q1: 13,523 shares 13,523 $1.21M 0.01% +41 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,583 shares; 2025Q1: 2,485 shares; 2025Q2: 2,343 shares; 2025Q3: 1,890 shares; 2025Q4: 2,637 shares; 2026Q1: 2,711 shares 2,711 $1.21M 0.01% +74 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: 2,289 shares; 2024Q4: 3,322 shares; 2025Q1: 3,195 shares; 2025Q2: 3,276 shares; 2025Q3: 3,265 shares; 2025Q4: 3,318 shares; 2026Q1: 3,320 shares 3,320 $1.19M 0.01% +2 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: 7,155 shares; 2024Q4: 7,222 shares; 2025Q1: 7,165 shares; 2025Q2: 78,686 shares; 2025Q3: 85,606 shares; 2025Q4: 95,365 shares; 2026Q1: 14,231 shares 14,231 $1.18M 0.01% -81,134 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: 4,396 shares; 2024Q4: 5,236 shares; 2025Q1: 5,155 shares; 2025Q2: 5,157 shares; 2025Q3: 5,158 shares; 2025Q4: 3,986 shares; 2026Q1: 3,298 shares 3,298 $1.17M 0.01% -688 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 2,857 shares; 2025Q1: 2,981 shares; 2025Q2: 2,982 shares; 2025Q3: 2,956 shares; 2025Q4: 2,939 shares; 2026Q1: 3,198 shares 3,198 $1.16M 0.01% +259 Timeline VONG 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: 9,298 shares; 2024Q4: 10,071 shares; 2025Q1: 10,071 shares; 2025Q2: 10,071 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares; 2026Q1: 10,563 shares 10,563 $1.16M 0.01% +492 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 11,080 shares; 2025Q1: 8,354 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares; 2025Q4: 7,158 shares; 2026Q1: 7,019 shares 7,019 $1.14M 0.01% -139 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: 7,894 shares; 2024Q4: 7,894 shares; 2025Q1: 7,894 shares; 2025Q2: 7,644 shares; 2025Q3: 7,740 shares; 2025Q4: 7,788 shares; 2026Q1: 7,775 shares 7,775 $1.13M 0.01% -13 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,463 shares; 2025Q2: 3,596 shares; 2025Q3: 6,839 shares; 2025Q4: 6,839 shares; 2026Q1: 6,839 shares 6,839 $1.11M 0.01% 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: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $1.1M 0.01% 0 Timeline XLY 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: 5,523 shares; 2024Q4: 6,036 shares; 2025Q1: 4,776 shares; 2025Q2: 4,772 shares; 2025Q3: 4,886 shares; 2025Q4: 10,060 shares; 2026Q1: 9,956 shares 9,956 $1.09M 0.01% -104 Timeline LEMB 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: 25,525 shares; 2024Q4: 25,525 shares; 2025Q1: 49,303 shares; 2025Q2: 168,196 shares; 2025Q3: 180,491 shares; 2025Q4: 182,979 shares; 2026Q1: 26,588 shares 26,588 $1.08M 0.01% -156,391 Timeline CEMB 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: 41,658 shares; 2024Q4: 41,358 shares; 2025Q1: 36,908 shares; 2025Q2: 35,575 shares; 2025Q3: 34,075 shares; 2025Q4: 24,400 shares; 2026Q1: 23,900 shares 23,900 $1.08M 0.01% -500 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: 12,388 shares; 2024Q4: 13,701 shares; 2025Q1: 11,169 shares; 2025Q2: 10,231 shares; 2025Q3: 8,668 shares; 2025Q4: 8,676 shares; 2026Q1: 9,332 shares 9,332 $1.07M 0.01% +656 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,224 shares; 2025Q1: 3,200 shares; 2025Q2: 3,254 shares; 2025Q3: 3,249 shares; 2025Q4: 3,329 shares; 2026Q1: 3,346 shares 3,346 $1.07M 0.01% +17 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: 2,463 shares; 2024Q4: 2,341 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,419 shares; 2026Q1: 2,429 shares 2,429 $1.06M 0.01% +10 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: 6,580 shares; 2024Q4: 12,581 shares; 2025Q1: 12,119 shares; 2025Q2: 12,512 shares; 2025Q3: 11,048 shares; 2025Q4: 14,123 shares; 2026Q1: 9,643 shares 9,643 $1.06M 0.01% -4,480 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,532 shares; 2024Q4: 76,899 shares; 2025Q1: 53,365 shares; 2025Q2: 49,029 shares; 2025Q3: 38,293 shares; 2025Q4: 37,171 shares; 2026Q1: 36,833 shares 36,833 $1.06M 0.01% -338 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,709 shares; 2025Q1: 5,167 shares; 2025Q2: 3,446 shares; 2025Q3: 4,342 shares; 2025Q4: 4,930 shares; 2026Q1: 5,763 shares 5,763 $1.05M 0.01% +833 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: 5,011 shares; 2024Q4: 5,105 shares; 2025Q1: 4,763 shares; 2025Q2: 4,623 shares; 2025Q3: 5,423 shares; 2025Q4: 5,689 shares; 2026Q1: 3,651 shares 3,651 $1.05M 0.01% -2,038 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,979 shares; 2024Q4: 34,478 shares; 2025Q1: 33,955 shares; 2025Q2: 35,495 shares; 2025Q3: 32,696 shares; 2025Q4: 28,654 shares; 2026Q1: 27,837 shares 27,837 $1.04M 0.01% -817 Timeline VIGI 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: 22,175 shares; 2024Q4: 22,541 shares; 2025Q1: 22,541 shares; 2025Q2: 21,941 shares; 2025Q3: 21,941 shares; 2025Q4: 22,495 shares; 2026Q1: 11,696 shares 11,696 $1.03M 0.01% -10,799 Timeline SHYG 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: 174,376 shares; 2024Q4: 174,546 shares; 2025Q1: 173,677 shares; 2025Q2: 11,320 shares; 2025Q3: 9,920 shares; 2025Q4: 5,100 shares; 2026Q1: 24,140 shares 24,140 $1.02M 0.01% +19,040 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,160 shares; 2024Q4: 21,163 shares; 2025Q1: 1,925 shares; 2025Q2: 1,949 shares; 2025Q3: 1,903 shares; 2025Q4: 21,342 shares; 2026Q1: 3,100 shares 3,100 $1.01M 0.01% -18,242 Timeline AMLP 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: 22,990 shares; 2024Q4: 22,990 shares; 2025Q1: 18,311 shares; 2025Q2: 17,371 shares; 2025Q3: 16,571 shares; 2025Q4: 16,571 shares; 2026Q1: 19,171 shares 19,171 $1.01M 0.01% +2,600 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: 10,178 shares; 2024Q4: 11,530 shares; 2025Q1: 74,227 shares; 2025Q2: 10,415 shares; 2025Q3: 12,359 shares; 2025Q4: 12,944 shares; 2026Q1: 11,603 shares 11,603 $1.01M 0.01% -1,341 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,956 shares; 2026Q1: 4,734 shares 4,734 $1M 0.01% -222 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,154 shares; 2025Q1: 2,749 shares; 2025Q2: 3,534 shares; 2025Q3: 3,595 shares; 2025Q4: 4,273 shares; 2026Q1: 3,571 shares 3,571 $997K 0.01% -702 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 7,883 shares; 2025Q1: 7,887 shares; 2025Q2: 8,171 shares; 2025Q3: 6,886 shares; 2025Q4: 6,720 shares; 2026Q1: 5,678 shares 5,678 $985K 0.01% -1,042 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,492 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 6,085 shares; 2025Q4: 6,765 shares; 2026Q1: 4,695 shares 4,695 $979K 0.01% -2,070 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 22,011 shares; 2025Q3: 12,011 shares; 2025Q4: 12,011 shares; 2026Q1: 12,011 shares 12,011 $972K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,873 shares; 2024Q4: 19,851 shares; 2025Q1: 17,712 shares; 2025Q2: 17,503 shares; 2025Q3: 16,448 shares; 2025Q4: 16,445 shares; 2026Q1: 15,723 shares 15,723 $962K 0.01% -722 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,867 shares; 2025Q1: 1,774 shares; 2025Q2: 1,784 shares; 2025Q3: 1,769 shares; 2025Q4: 1,762 shares; 2026Q1: 1,828 shares 1,828 $955K 0.01% +66 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 50,652 shares 50,652 $951K 0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 9,279 shares; 2025Q1: 4,386 shares; 2025Q2: 4,828 shares; 2025Q3: 2,357 shares; 2025Q4: 4,912 shares; 2026Q1: 9,424 shares 9,424 $949K 0.01% +4,512 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,371 shares; 2025Q1: 19,502 shares; 2025Q2: 10,681 shares; 2025Q3: 10,718 shares; 2025Q4: 10,714 shares; 2026Q1: 15,419 shares 15,419 $941K 0.01% +4,705 Timeline JEPI 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: 9,303 shares; 2025Q4: 10,612 shares; 2026Q1: 16,574 shares 16,574 $939K 0.01% +5,962 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: 28,835 shares; 2024Q4: 28,835 shares; 2025Q1: 28,835 shares; 2025Q2: 29,322 shares; 2025Q3: 47,410 shares; 2025Q4: 48,937 shares; 2026Q1: 47,528 shares 47,528 $917K 0.01% -1,409 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,148 shares; 2025Q1: 11,087 shares; 2025Q2: 11,087 shares; 2025Q3: 17,428 shares; 2025Q4: 17,318 shares; 2026Q1: 17,318 shares 17,318 $914K 0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,687 shares; 2025Q3: 37,687 shares; 2025Q4: 37,839 shares; 2026Q1: 37,888 shares 37,888 $907K 0.01% +49 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 976 shares; 2025Q1: 4,166 shares; 2025Q2: 4,960 shares; 2025Q3: 65,785 shares; 2025Q4: 28,547 shares; 2026Q1: 4,471 shares 4,471 $886K 0.01% -24,076 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: not reported; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 3,207 shares; 2025Q4: 5,623 shares; 2026Q1: 5,598 shares 5,598 $883K 0.01% -25 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,727 shares 5,727 $861K 0.01% new 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: 208 shares; 2024Q4: 186 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 200 shares; 2026Q1: 204 shares 204 $859K 0.01% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,845 shares; 2025Q1: not reported; 2025Q2: 21,069 shares; 2025Q3: 19,933 shares; 2025Q4: not reported; 2026Q1: 22,208 shares 22,208 $853K 0.01% new Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING 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: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 61,799 shares 61,799 $845K 0.01% -13,201 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: 6,525 shares; 2024Q4: 6,665 shares; 2025Q1: 5,258 shares; 2025Q2: 5,215 shares; 2025Q3: 4,946 shares; 2025Q4: 4,452 shares; 2026Q1: 3,468 shares 3,468 $843K 0.01% -984 Timeline TFI 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: 18,464 shares; 2024Q4: 18,464 shares; 2025Q1: 18,464 shares; 2025Q2: 18,464 shares; 2025Q3: 18,464 shares; 2025Q4: 18,464 shares; 2026Q1: 18,464 shares 18,464 $837K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,965 shares 8,965 $827K 0.01% new 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: 1,474 shares; 2024Q4: 3,050 shares; 2025Q1: 2,704 shares; 2025Q2: 2,771 shares; 2025Q3: 2,796 shares; 2025Q4: 3,006 shares; 2026Q1: 2,800 shares 2,800 $827K 0.01% -206 Timeline GDX 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: 7,517 shares; 2025Q3: 8,116 shares; 2025Q4: 8,486 shares; 2026Q1: 8,988 shares 8,988 $825K 0.01% +502 Timeline IJS 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: 2,968 shares; 2024Q4: 4,944 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 4,934 shares; 2025Q4: 7,013 shares; 2026Q1: 6,956 shares 6,956 $824K 0.01% -57 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,218 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares 9,218 $823K 0.01% 0 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 45,899 shares 45,899 $822K 0.01% new 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: 2,606 shares; 2024Q4: 2,625 shares; 2025Q1: 4,234 shares; 2025Q2: 2,625 shares; 2025Q3: 2,606 shares; 2025Q4: 2,727 shares; 2026Q1: 2,727 shares 2,727 $815K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 14,710 shares; 2025Q4: 14,710 shares; 2026Q1: 14,710 shares 14,710 $804K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,613 shares; 2025Q1: 5,311 shares; 2025Q2: 5,305 shares; 2025Q3: 5,323 shares; 2025Q4: 5,371 shares; 2026Q1: 5,392 shares 5,392 $780K 0.01% +21 Timeline SUSC 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: 18,102 shares; 2024Q4: 18,735 shares; 2025Q1: 18,041 shares; 2025Q2: 12,415 shares; 2025Q3: 11,715 shares; 2025Q4: 11,244 shares; 2026Q1: 33,548 shares 33,548 $776K 0.01% +22,304 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,171 shares; 2024Q4: 18,886 shares; 2025Q1: 18,300 shares; 2025Q2: 17,410 shares; 2025Q3: 16,756 shares; 2025Q4: 18,234 shares; 2026Q1: 15,632 shares 15,632 $772K 0.01% -2,602 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,056 shares; 2025Q1: 3,858 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 9,134 shares 9,134 $765K 0.01% +5,055 Timeline IMAX IMAX CORP More: the full row for IMAX 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: 25,085 shares; 2025Q3: 25,085 shares; 2025Q4: 20,085 shares; 2026Q1: 20,085 shares 20,085 $763K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 35,170 shares; 2025Q3: 35,170 shares; 2025Q4: 36,076 shares; 2026Q1: 36,076 shares 36,076 $763K 0.01% 0 Timeline FBT 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: 5,067 shares; 2024Q4: 5,067 shares; 2025Q1: 5,067 shares; 2025Q2: 4,431 shares; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 3,761 shares 3,761 $755K 0.01% -502 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,231 shares; 2026Q1: 13,254 shares 13,254 $755K 0.01% +23 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,183 shares; 2025Q1: 5,183 shares; 2025Q2: 4,700 shares; 2025Q3: 4,708 shares; 2025Q4: 4,701 shares; 2026Q1: 4,731 shares 4,731 $748K 0.01% +30 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 103,866 shares; 2025Q3: 100,303 shares; 2025Q4: 30,632 shares; 2026Q1: 9,720 shares 9,720 $744K 0.01% -20,912 Timeline FIGS FIGS INC More: the full row for FIGS 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: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $738K 0.01% 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: 13,698 shares; 2024Q4: 8,614 shares; 2025Q1: not reported; 2025Q2: 4,568 shares; 2025Q3: 4,608 shares; 2025Q4: 4,953 shares; 2026Q1: 7,636 shares 7,636 $737K 0.01% +2,683 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 8,523 shares; 2025Q1: 8,522 shares; 2025Q2: 8,462 shares; 2025Q3: 7,898 shares; 2025Q4: 23,030 shares; 2026Q1: 16,058 shares 16,058 $737K 0.01% -6,972 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: 12,034 shares; 2024Q4: 11,289 shares; 2025Q1: 8,502 shares; 2025Q2: 5,729 shares; 2025Q3: 4,843 shares; 2025Q4: 4,830 shares; 2026Q1: 4,289 shares 4,289 $724K 0.01% -541 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $721K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,031 shares; 2025Q1: 5,965 shares; 2025Q2: 6,175 shares; 2025Q3: 6,478 shares; 2025Q4: 6,331 shares; 2026Q1: 6,400 shares 6,400 $719K 0.01% +69 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 734 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 921 shares; 2026Q1: 987 shares 987 $719K 0.01% +66 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 131,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,662 shares; 2026Q1: 8,667 shares 8,667 $716K 0.01% +5 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 9,223 shares; 2025Q1: 11,044 shares; 2025Q2: 11,060 shares; 2025Q3: 11,077 shares; 2025Q4: 11,118 shares; 2026Q1: 9,065 shares 9,065 $700K 0.01% -2,053 Timeline FELV 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: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 20,019 shares; 2025Q3: 20,019 shares; 2025Q4: 20,019 shares; 2026Q1: 20,019 shares 20,019 $699K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,852 shares; 2026Q1: 8,852 shares 8,852 $696K 0.01% 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: 5,515 shares; 2024Q4: 5,781 shares; 2025Q1: 5,696 shares; 2025Q2: 5,696 shares; 2025Q3: 3,615 shares; 2025Q4: 3,718 shares; 2026Q1: 3,772 shares 3,772 $695K 0.01% +54 Timeline XSMO 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: 16,408 shares; 2025Q2: 9,630 shares; 2025Q3: 9,696 shares; 2025Q4: 9,270 shares; 2026Q1: 9,102 shares 9,102 $692K 0.01% -168 Timeline NOBL 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: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares; 2025Q4: 6,449 shares; 2026Q1: 6,461 shares 6,461 $685K 0.01% +12 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 13,016 shares; 2025Q4: 13,012 shares; 2026Q1: 6,721 shares 6,721 $683K 0.01% -6,291 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: 3,154 shares; 2026Q1: 5,907 shares 5,907 $682K 0.01% +2,753 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,304 shares; 2024Q4: 78,304 shares; 2025Q1: 58,873 shares; 2025Q2: 58,873 shares; 2025Q3: 49,897 shares; 2025Q4: 46,410 shares; 2026Q1: 44,949 shares 44,949 $680K 0.01% -1,461 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,788 shares; 2025Q1: 2,500 shares; 2025Q2: 2,510 shares; 2025Q3: 2,517 shares; 2025Q4: 2,532 shares; 2026Q1: 2,533 shares 2,533 $676K 0.01% +1 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,436 shares; 2025Q2: 15,754 shares; 2025Q3: 15,760 shares; 2025Q4: 14,983 shares; 2026Q1: 6,015 shares 6,015 $674K 0.01% -8,968 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,736 shares; 2024Q4: 41,998 shares; 2025Q1: 30,001 shares; 2025Q2: 22,522 shares; 2025Q3: 19,886 shares; 2025Q4: 19,040 shares; 2026Q1: 14,293 shares 14,293 $671K 0.01% -4,747 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 7,527 shares; 2025Q3: 7,527 shares; 2025Q4: 7,524 shares; 2026Q1: 7,524 shares 7,524 $666K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,237 shares; 2024Q4: 27,739 shares; 2025Q1: 22,405 shares; 2025Q2: 24,859 shares; 2025Q3: 25,043 shares; 2025Q4: 23,719 shares; 2026Q1: 14,530 shares 14,530 $657K 0.01% -9,189 Timeline HAP 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: 9,049 shares; 2024Q4: 9,049 shares; 2025Q1: 9,049 shares; 2025Q2: 9,049 shares; 2025Q3: 9,049 shares; 2025Q4: 9,049 shares; 2026Q1: 9,049 shares 9,049 $656K 0.01% 0 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: 9,741 shares; 2024Q4: 10,438 shares; 2025Q1: 9,514 shares; 2025Q2: 9,514 shares; 2025Q3: 9,514 shares; 2025Q4: 13,871 shares; 2026Q1: 13,871 shares 13,871 $652K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,666 shares; 2025Q1: 2,412 shares; 2025Q2: 2,678 shares; 2025Q3: 6,063 shares; 2025Q4: 6,063 shares; 2026Q1: 5,602 shares 5,602 $649K 0.01% -461 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 8,893 shares; 2025Q1: 8,874 shares; 2025Q2: 132,307 shares; 2025Q3: 136,688 shares; 2025Q4: 148,803 shares; 2026Q1: 6,965 shares 6,965 $643K 0.01% -141,838 Timeline SOXX 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: 1,675 shares; 2025Q3: 1,905 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $641K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: 4,854 shares; 2025Q2: 4,723 shares; 2025Q3: 4,953 shares; 2025Q4: 4,900 shares; 2026Q1: 4,664 shares 4,664 $631K 0.01% -236 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 8,791 shares; 2025Q1: 8,074 shares; 2025Q2: 7,122 shares; 2025Q3: 8,204 shares; 2025Q4: 8,349 shares; 2026Q1: 8,367 shares 8,367 $623K 0.01% +18 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 9,556 shares; 2025Q3: 9,556 shares; 2025Q4: 9,646 shares; 2026Q1: 9,601 shares 9,601 $617K 0.01% -45 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: 1,923 shares; 2024Q4: 2,102 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,075 shares; 2025Q4: 2,599 shares; 2026Q1: 2,493 shares 2,493 $616K 0.01% -106 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: 1,679 shares; 2025Q2: 1,688 shares; 2025Q3: 1,683 shares; 2025Q4: 1,685 shares; 2026Q1: 1,687 shares 1,687 $614K 0.01% +2 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,198 shares; 2025Q2: 7,407 shares; 2025Q3: 7,413 shares; 2025Q4: 7,425 shares; 2026Q1: 7,434 shares 7,434 $608K 0.01% +9 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: 4,800 shares; 2024Q4: 5,309 shares; 2025Q1: 5,981 shares; 2025Q2: 5,720 shares; 2025Q3: 6,130 shares; 2025Q4: 6,232 shares; 2026Q1: 6,585 shares 6,585 $607K 0.01% +353 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,021 shares 2,021 $602K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 4,325 shares; 2025Q1: 4,043 shares; 2025Q2: 3,828 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares 4,243 $600K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,727 shares; 2025Q1: 2,696 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,713 shares 2,713 $600K 0.01% +4 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,995 shares; 2024Q4: 60,135 shares; 2025Q1: 56,898 shares; 2025Q2: 49,297 shares; 2025Q3: 48,316 shares; 2025Q4: 46,526 shares; 2026Q1: 13,337 shares 13,337 $595K 0.01% -33,189 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: 1,345 shares; 2024Q4: 1,267 shares; 2025Q1: 1,162 shares; 2025Q2: 1,412 shares; 2025Q3: 1,444 shares; 2025Q4: 2,001 shares; 2026Q1: 2,037 shares 2,037 $594K 0.01% +36 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 7,141 shares; 2025Q1: 9,561 shares; 2025Q2: 6,051 shares; 2025Q3: 5,943 shares; 2025Q4: 5,816 shares; 2026Q1: 5,816 shares 5,816 $592K 0.01% 0 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I 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: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares; 2026Q1: 34,200 shares 34,200 $592K 0.01% -3,300 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 6,176 shares; 2025Q1: 6,172 shares; 2025Q2: 5,868 shares; 2025Q3: 5,868 shares; 2025Q4: 5,868 shares; 2026Q1: 5,868 shares 5,868 $587K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 5,665 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares; 2026Q1: 5,052 shares 5,052 $584K 0.01% +1,610 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 9,005 shares; 2025Q1: 8,802 shares; 2025Q2: 8,046 shares; 2025Q3: 7,407 shares; 2025Q4: 5,495 shares; 2026Q1: 4,795 shares 4,795 $581K 0.01% -700 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,639 shares; 2024Q4: 113,404 shares; 2025Q1: 106,289 shares; 2025Q2: 80,791 shares; 2025Q3: 78,141 shares; 2025Q4: 83,212 shares; 2026Q1: 68,634 shares 68,634 $580K 0.01% -14,578 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,660 shares; 2025Q1: 2,059 shares; 2025Q2: 1,963 shares; 2025Q3: 2,789 shares; 2025Q4: 2,043 shares; 2026Q1: 2,150 shares 2,150 $572K 0.01% +107 Timeline MGC 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: 2,403 shares; 2024Q4: 2,506 shares; 2025Q1: 1,507 shares; 2025Q2: 1,502 shares; 2025Q3: 1,503 shares; 2025Q4: 2,504 shares; 2026Q1: 2,399 shares 2,399 $567K 0.01% -105 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: 3,957 shares; 2024Q4: 4,157 shares; 2025Q1: 3,610 shares; 2025Q2: 2,303 shares; 2025Q3: 3,629 shares; 2025Q4: 3,642 shares; 2026Q1: 3,640 shares 3,640 $566K 0.01% -2 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,846 shares 1,846 $562K 0.01% +64 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,301 shares; 2026Q1: 2,664 shares 2,664 $557K 0.01% +1,363 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,701 shares; 2025Q4: 17,701 shares; 2026Q1: 17,701 shares 17,701 $552K 0.01% 0 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: 3,904 shares; 2024Q4: 4,199 shares; 2025Q1: 3,196 shares; 2025Q2: 8,753 shares; 2025Q3: 9,461 shares; 2025Q4: 6,440 shares; 2026Q1: 12,041 shares 12,041 $551K 0.01% +5,601 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,250 shares; 2025Q1: 2,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,809 shares; 2026Q1: 2,963 shares 2,963 $547K 0.01% +154 Timeline VCEB 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: 102,434 shares; 2024Q4: 105,174 shares; 2025Q1: 107,830 shares; 2025Q2: 10,216 shares; 2025Q3: 10,063 shares; 2025Q4: 10,224 shares; 2026Q1: 8,667 shares 8,667 $545K 0.01% -1,557 Timeline L LOEWS CORP More: the full row for LOEWS 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: 5,009 shares; 2025Q3: 5,052 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares 5,012 $535K 0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares; 2026Q1: 3,628 shares 3,628 $522K 0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 10,273 shares; 2025Q1: 9,362 shares; 2025Q2: 9,197 shares; 2025Q3: 7,721 shares; 2025Q4: 6,869 shares; 2026Q1: 6,869 shares 6,869 $518K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 5,077 shares; 2025Q1: 4,277 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 4,294 shares; 2026Q1: 3,445 shares 3,445 $517K 0.01% -849 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: 755 shares; 2024Q4: 780 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 753 shares; 2026Q1: 745 shares 745 $508K 0.01% -8 Timeline ISCF 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: 37,881 shares; 2024Q4: 39,098 shares; 2025Q1: 29,871 shares; 2025Q2: 21,560 shares; 2025Q3: 14,809 shares; 2025Q4: 14,733 shares; 2026Q1: 12,097 shares 12,097 $506K 0.01% -2,636 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,410 shares; 2026Q1: 10,365 shares 10,365 $497K 0.01% -45 Timeline JEPQ 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: 3,480 shares; 2025Q4: 6,096 shares; 2026Q1: 8,908 shares 8,908 $495K 0.01% +2,812 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 555 shares; 2025Q1: 572 shares; 2025Q2: 13,580 shares; 2025Q3: 11,639 shares; 2025Q4: 673 shares; 2026Q1: 1,137 shares 1,137 $493K 0.01% +464 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 10,796 shares; 2025Q4: 2,078 shares; 2026Q1: 2,246 shares 2,246 $492K 0.01% +168 Timeline EUFN 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: 14,000 shares; 2025Q3: 14,010 shares; 2025Q4: 14,010 shares; 2026Q1: 14,000 shares 14,000 $488K 0.01% -10 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,350 shares; 2025Q1: 2,898 shares; 2025Q2: 2,838 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 3,852 shares 3,852 $488K 0.01% +1,024 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,514 shares; 2024Q4: 19,514 shares; 2025Q1: 20,166 shares; 2025Q2: 13,777 shares; 2025Q3: 13,777 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $486K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,104 shares 7,104 $484K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,554 shares; 2024Q4: 7,156 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 2,230 shares 2,230 $483K 0.01% +982 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 2,606 shares; 2025Q4: 2,526 shares; 2026Q1: 2,516 shares 2,516 $482K 0.01% -10 Timeline IYY 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: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,008 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares 3,044 $482K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,260 shares; 2025Q3: 7,376 shares; 2025Q4: 7,284 shares; 2026Q1: 7,260 shares 7,260 $481K 0.01% -24 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,977 shares; 2025Q1: 9,043 shares; 2025Q2: 9,149 shares; 2025Q3: 9,247 shares; 2025Q4: 9,394 shares; 2026Q1: 9,458 shares 9,458 $481K 0.01% +64 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,348 shares; 2025Q1: 3,568 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,873 shares; 2026Q1: 3,965 shares 3,965 $470K 0.01% +92 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 7,225 shares; 2025Q1: 7,173 shares; 2025Q2: 7,330 shares; 2025Q3: 7,453 shares; 2025Q4: 7,152 shares; 2026Q1: 6,623 shares 6,623 $468K 0.01% -529 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,003 shares; 2025Q1: 14,003 shares; 2025Q2: 14,002 shares; 2025Q3: 14,002 shares; 2025Q4: 14,002 shares; 2026Q1: 14,048 shares 14,048 $466K 0.01% +46 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,879 shares 2,879 $466K 0.01% +614 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,509 shares; 2025Q1: 2,463 shares; 2025Q2: 2,538 shares; 2025Q3: 2,490 shares; 2025Q4: 2,401 shares; 2026Q1: 2,651 shares 2,651 $463K 0.01% +250 Timeline IYE 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,106 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $460K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,520 shares; 2024Q4: 9,372 shares; 2025Q1: 9,261 shares; 2025Q2: 8,768 shares; 2025Q3: 8,788 shares; 2025Q4: 8,768 shares; 2026Q1: 8,841 shares 8,841 $460K 0.01% +73 Timeline IYF 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: 3,895 shares; 2024Q4: 3,895 shares; 2025Q1: 3,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares; 2025Q4: 3,895 shares; 2026Q1: 3,895 shares 3,895 $458K 0.01% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares 3,942 $457K 0.01% 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: 22,340 shares; 2024Q4: 14,125 shares; 2025Q1: 10,025 shares; 2025Q2: 7,650 shares; 2025Q3: 6,322 shares; 2025Q4: 8,692 shares; 2026Q1: 8,692 shares 8,692 $457K 0.01% 0 Timeline FPRO 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: 19,910 shares; 2024Q4: 19,910 shares; 2025Q1: 19,910 shares; 2025Q2: 19,910 shares; 2025Q3: 19,910 shares; 2025Q4: 19,910 shares; 2026Q1: 19,910 shares 19,910 $455K <0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $451K <0.01% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,817 shares; 2025Q4: 9,104 shares; 2026Q1: 8,946 shares 8,946 $451K <0.01% -158 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: 733 shares; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 793 shares; 2026Q1: 1,434 shares 1,434 $450K <0.01% +641 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,540 shares; 2026Q1: 9,540 shares 9,540 $450K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 866 shares; 2025Q4: not reported; 2026Q1: 1,582 shares 1,582 $449K <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $449K <0.01% 0 Timeline TIP 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: 5,762 shares; 2024Q4: 2,753 shares; 2025Q1: 10,098 shares; 2025Q2: 1,914 shares; 2025Q3: 57,889 shares; 2025Q4: 4,011 shares; 2026Q1: 4,011 shares 4,011 $443K <0.01% 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: 646 shares; 2026Q1: 802 shares 802 $440K <0.01% +156 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,828 shares; 2025Q1: 2,818 shares; 2025Q2: 2,824 shares; 2025Q3: 2,833 shares; 2025Q4: 2,837 shares; 2026Q1: 2,023 shares 2,023 $438K <0.01% -814 Timeline EWJ 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: 11,016 shares; 2024Q4: 4,974 shares; 2025Q1: 4,685 shares; 2025Q2: 4,721 shares; 2025Q3: 5,394 shares; 2025Q4: 5,201 shares; 2026Q1: 5,179 shares 5,179 $437K <0.01% -22 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $434K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 8,266 shares; 2025Q3: 8,266 shares; 2025Q4: 7,926 shares; 2026Q1: 7,990 shares 7,990 $431K <0.01% +64 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,945 shares; 2025Q1: 17,239 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares 1,945 $425K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,661 shares; 2025Q1: 3,549 shares; 2025Q2: 3,528 shares; 2025Q3: 3,428 shares; 2025Q4: 3,414 shares; 2026Q1: 3,558 shares 3,558 $425K <0.01% +144 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,640 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares 5,840 $419K <0.01% 0 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: 8,037 shares; 2024Q4: 7,889 shares; 2025Q1: 9,519 shares; 2025Q2: 7,588 shares; 2025Q3: 6,894 shares; 2025Q4: 6,794 shares; 2026Q1: 8,110 shares 8,110 $413K <0.01% +1,316 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 18,370 shares; 2025Q1: 18,370 shares; 2025Q2: 18,472 shares; 2025Q3: 18,476 shares; 2025Q4: 18,475 shares; 2026Q1: 18,475 shares 18,475 $408K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 382 shares; 2026Q1: 380 shares 380 $406K <0.01% -2 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,856 shares; 2025Q3: 61,856 shares; 2025Q4: 61,856 shares; 2026Q1: 61,856 shares 61,856 $399K <0.01% 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: 509 shares; 2024Q4: 597 shares; 2025Q1: 516 shares; 2025Q2: 434 shares; 2025Q3: 441 shares; 2025Q4: 408 shares; 2026Q1: 118 shares 118 $399K <0.01% -290 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,942 shares; 2024Q4: 81,274 shares; 2025Q1: 14,836 shares; 2025Q2: 12,715 shares; 2025Q3: 10,564 shares; 2025Q4: 3,925 shares; 2026Q1: 4,014 shares 4,014 $395K <0.01% +89 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,725 shares; 2025Q4: 13,183 shares; 2026Q1: 8,320 shares 8,320 $394K <0.01% -4,863 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 417 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 335 shares; 2026Q1: 337 shares 337 $391K <0.01% +2 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 5,888 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,944 shares; 2026Q1: 5,944 shares 5,944 $388K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 5,874 shares; 2025Q1: 5,027 shares; 2025Q2: 3,402 shares; 2025Q3: 3,270 shares; 2025Q4: 3,504 shares; 2026Q1: 3,368 shares 3,368 $381K <0.01% -136 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,026 shares; 2025Q4: 10,026 shares; 2026Q1: 8,806 shares 8,806 $378K <0.01% -1,220 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: 5,952 shares; 2024Q4: 5,985 shares; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,970 shares; 2025Q4: 6,049 shares; 2026Q1: 6,009 shares 6,009 $377K <0.01% -40 Timeline VDE 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: 3,064 shares; 2024Q4: 3,476 shares; 2025Q1: 4,469 shares; 2025Q2: 2,060 shares; 2025Q3: 2,065 shares; 2025Q4: 2,112 shares; 2026Q1: 2,166 shares 2,166 $375K <0.01% +54 Timeline EQT EQT CORP More: the full row for EQT 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: 5,801 shares; 2025Q4: 5,823 shares; 2026Q1: 5,851 shares 5,851 $372K <0.01% +28 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,774 shares; 2024Q4: 51,537 shares; 2025Q1: 54,333 shares; 2025Q2: 9,387 shares; 2025Q3: 9,628 shares; 2025Q4: 8,794 shares; 2026Q1: 8,111 shares 8,111 $370K <0.01% -683 Timeline