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: 1,251,061 shares; 2024Q4: 1,217,312 shares; 2025Q1: 1,177,538 shares; 2025Q2: 1,206,128 shares; 2025Q3: 1,167,288 shares; 2025Q4: 1,151,030 shares; 2026Q1: 1,124,957 shares 1,124,957 $361M 15.51% -26,073 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: 3,414,770 shares; 2024Q4: 3,388,169 shares; 2025Q1: 3,419,447 shares; 2025Q2: 4,149,816 shares; 2025Q3: 4,131,963 shares; 2025Q4: 4,193,535 shares; 2026Q1: 3,952,399 shares 3,952,399 $305M 13.1% -241,136 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: 285,258 shares; 2024Q4: 304,234 shares; 2025Q1: 325,262 shares; 2025Q2: 343,974 shares; 2025Q3: 354,843 shares; 2025Q4: 372,915 shares; 2026Q1: 402,887 shares 402,887 $241M 10.35% +29,972 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: 1,753,402 shares; 2024Q4: 1,751,554 shares; 2025Q1: 1,745,457 shares; 2025Q2: 1,736,413 shares; 2025Q3: 1,731,950 shares; 2025Q4: 1,729,890 shares; 2026Q1: 1,729,958 shares 1,729,958 $239M 10.29% +68 Timeline DFAU 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: 102,668 shares; 2024Q4: 100,615 shares; 2025Q1: 98,792 shares; 2025Q2: 97,602 shares; 2025Q3: 91,960 shares; 2025Q4: 4,504,629 shares; 2026Q1: 4,479,578 shares 4,479,578 $202M 8.69% -25,051 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: 309,966 shares; 2024Q4: 278,463 shares; 2025Q1: 277,624 shares; 2025Q2: 277,196 shares; 2025Q3: 277,775 shares; 2025Q4: 260,682 shares; 2026Q1: 228,797 shares 228,797 $149M 6.4% -31,885 Timeline DFIC 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: 659,187 shares; 2024Q4: 708,064 shares; 2025Q1: 769,415 shares; 2025Q2: 822,360 shares; 2025Q3: 825,123 shares; 2025Q4: 3,231,015 shares; 2026Q1: 3,227,612 shares 3,227,612 $115M 4.93% -3,403 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: 1,510,699 shares; 2024Q4: 1,488,876 shares; 2025Q1: 1,479,590 shares; 2025Q2: 1,456,871 shares; 2025Q3: 1,428,594 shares; 2025Q4: 1,423,778 shares; 2026Q1: 1,412,315 shares 1,412,315 $96.7M 4.16% -11,463 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: 585,427 shares; 2024Q4: 595,791 shares; 2025Q1: 592,878 shares; 2025Q2: 589,674 shares; 2025Q3: 582,385 shares; 2025Q4: 580,227 shares; 2026Q1: 575,257 shares 575,257 $79.6M 3.42% -4,970 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: 685,587 shares; 2024Q4: 649,784 shares; 2025Q1: 650,451 shares; 2025Q2: 780,373 shares; 2025Q3: 799,077 shares; 2025Q4: 822,354 shares; 2026Q1: 1,079,778 shares 1,079,778 $69.2M 2.97% +257,424 Timeline DFAS 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: 952,183 shares; 2024Q4: 950,167 shares; 2025Q1: 977,781 shares; 2025Q2: 963,890 shares; 2025Q3: 949,428 shares; 2025Q4: 968,342 shares; 2026Q1: 967,803 shares 967,803 $68.8M 2.96% -539 Timeline DFEM 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: 446,191 shares; 2024Q4: 485,033 shares; 2025Q1: 534,103 shares; 2025Q2: 546,668 shares; 2025Q3: 542,376 shares; 2025Q4: 1,538,273 shares; 2026Q1: 1,649,406 shares 1,649,406 $57M 2.45% +111,133 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: 183,243 shares; 2024Q4: 175,802 shares; 2025Q1: 174,357 shares; 2025Q2: 173,602 shares; 2025Q3: 180,411 shares; 2025Q4: 174,303 shares; 2026Q1: 170,955 shares 170,955 $33.5M 1.44% -3,348 Timeline DCOR 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: 156,606 shares; 2024Q4: 191,721 shares; 2025Q1: 240,948 shares; 2025Q2: 296,687 shares; 2025Q3: 302,656 shares; 2025Q4: 343,348 shares; 2026Q1: 365,433 shares 365,433 $26.3M 1.13% +22,085 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: 34,676 shares; 2024Q4: 33,590 shares; 2025Q1: 33,923 shares; 2025Q2: 33,906 shares; 2025Q3: 33,809 shares; 2025Q4: 33,765 shares; 2026Q1: 33,756 shares 33,756 $22M 0.95% -9 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: 84,616 shares; 2024Q4: 88,474 shares; 2025Q1: 89,144 shares; 2025Q2: 90,713 shares; 2025Q3: 90,913 shares; 2025Q4: 95,269 shares; 2026Q1: 112,440 shares 112,440 $21.6M 0.93% +17,171 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 70,542 shares; 2025Q3: 70,542 shares; 2025Q4: 70,542 shares; 2026Q1: 66,532 shares 66,532 $16.1M 0.69% -4,010 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: 62,967 shares; 2024Q4: 53,094 shares; 2025Q1: 52,314 shares; 2025Q2: 52,198 shares; 2025Q3: 52,188 shares; 2025Q4: 51,777 shares; 2026Q1: 50,082 shares 50,082 $12.4M 0.53% -1,695 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: 198,102 shares; 2024Q4: 178,339 shares; 2025Q1: 176,972 shares; 2025Q2: 121,030 shares; 2025Q3: 112,801 shares; 2025Q4: 100,638 shares; 2026Q1: 99,836 shares 99,836 $12.4M 0.53% -802 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,900 shares; 2026Q1: 177,900 shares 177,900 $9.32M 0.4% 0 Timeline VANGUARD INSTL INDEX FD TTL… VANGUARD INSTL INDEX FD TTL ST More: the full row for VANGUARD INSTL INDEX FD TTL ST 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: 77,215 shares; 2026Q1: 77,215 shares 77,215 $8.32M 0.36% 0 MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,112 shares; 2024Q4: 36,012 shares; 2025Q1: 148,340 shares; 2025Q2: 80,763 shares; 2025Q3: 81,216 shares; 2025Q4: 85,268 shares; 2026Q1: 85,268 shares 85,268 $6.3M 0.27% 0 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: 9,582 shares; 2024Q4: 20,347 shares; 2025Q1: 9,582 shares; 2025Q2: 9,571 shares; 2025Q3: 9,569 shares; 2025Q4: 9,569 shares; 2026Q1: 9,569 shares 9,569 $5.9M 0.25% 0 Timeline DFAE 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: 173,203 shares; 2024Q4: 171,785 shares; 2025Q1: 166,786 shares; 2025Q2: 166,786 shares; 2025Q3: 166,786 shares; 2025Q4: 166,786 shares; 2026Q1: 166,676 shares 166,676 $5.64M 0.24% -110 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: 2,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,940 shares; 2025Q4: 11,378 shares; 2026Q1: 17,764 shares 17,764 $5.1M 0.22% +6,386 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: 15,853 shares; 2024Q4: 15,853 shares; 2025Q1: 15,853 shares; 2025Q2: 13,967 shares; 2025Q3: 14,270 shares; 2025Q4: 14,270 shares; 2026Q1: 14,270 shares 14,270 $5.09M 0.22% 0 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,643 shares; 2025Q3: 104,643 shares; 2025Q4: 74,504 shares; 2026Q1: 74,504 shares 74,504 $5.01M 0.22% 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: 22,693 shares; 2024Q4: 21,950 shares; 2025Q1: 22,009 shares; 2025Q2: 21,989 shares; 2025Q3: 29,161 shares; 2025Q4: 22,710 shares; 2026Q1: 23,010 shares 23,010 $5M 0.22% +300 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: 10,356 shares; 2024Q4: 8,347 shares; 2025Q1: 8,108 shares; 2025Q2: 8,580 shares; 2025Q3: 53,912 shares; 2025Q4: 12,440 shares; 2026Q1: 18,891 shares 18,891 $4.79M 0.21% +6,451 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: 16,790 shares; 2024Q4: 14,311 shares; 2025Q1: 16,946 shares; 2025Q2: 17,033 shares; 2025Q3: 16,387 shares; 2025Q4: 12,279 shares; 2026Q1: 12,577 shares 12,577 $4.68M 0.2% +298 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: 32,714 shares; 2024Q4: 33,644 shares; 2025Q1: 34,182 shares; 2025Q2: 35,914 shares; 2025Q3: 35,577 shares; 2025Q4: 35,577 shares; 2026Q1: 37,613 shares 37,613 $4.22M 0.18% +2,036 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,018 shares; 2025Q4: 2,009 shares; 2026Q1: 13,269 shares 13,269 $4.11M 0.18% +11,260 Timeline IGF 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: 59,049 shares; 2025Q3: 59,049 shares; 2025Q4: 59,049 shares; 2026Q1: 59,049 shares 59,049 $3.96M 0.17% 0 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: 7,402 shares; 2024Q4: 11,801 shares; 2025Q1: 11,697 shares; 2025Q2: 13,252 shares; 2025Q3: 58,652 shares; 2025Q4: 18,339 shares; 2026Q1: 22,302 shares 22,302 $3.89M 0.17% +3,963 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: 4,432 shares; 2024Q4: 3,432 shares; 2025Q1: 3,310 shares; 2025Q2: 3,362 shares; 2025Q3: 31,228 shares; 2025Q4: 5,226 shares; 2026Q1: 9,940 shares 9,940 $3.68M 0.16% +4,714 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: 112,676 shares; 2024Q4: 57,670 shares; 2025Q1: 57,825 shares; 2025Q2: 57,138 shares; 2025Q3: 65,087 shares; 2025Q4: 64,437 shares; 2026Q1: 64,066 shares 64,066 $3.46M 0.15% -371 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,217 shares; 2025Q3: 61,217 shares; 2025Q4: 61,217 shares; 2026Q1: 61,217 shares 61,217 $3.38M 0.15% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,057 shares; 2024Q4: 14,057 shares; 2025Q1: 14,057 shares; 2025Q2: 14,057 shares; 2025Q3: 15,087 shares; 2025Q4: 15,006 shares; 2026Q1: 15,006 shares 15,006 $3.26M 0.14% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,160 shares; 2025Q4: not reported; 2026Q1: 9,617 shares 9,617 $3.25M 0.14% new 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: 17,903 shares; 2024Q4: 30,948 shares; 2025Q1: 50,348 shares; 2025Q2: 52,836 shares; 2025Q3: 55,018 shares; 2025Q4: 73,247 shares; 2026Q1: 83,412 shares 83,412 $3.2M 0.14% +10,165 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 34,708 shares; 2025Q4: 4,058 shares; 2026Q1: 10,111 shares 10,111 $2.91M 0.12% +6,053 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: 51,848 shares; 2024Q4: 35,995 shares; 2025Q1: 36,084 shares; 2025Q2: 36,069 shares; 2025Q3: 56,711 shares; 2025Q4: 20,358 shares; 2026Q1: 27,828 shares 27,828 $2.86M 0.12% +7,470 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: 18,985 shares; 2024Q4: 18,985 shares; 2025Q1: 18,985 shares; 2025Q2: 18,949 shares; 2025Q3: 18,944 shares; 2025Q4: 18,944 shares; 2026Q1: 18,944 shares 18,944 $2.81M 0.12% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,664 shares; 2024Q4: 29,664 shares; 2025Q1: 29,664 shares; 2025Q2: 29,664 shares; 2025Q3: 29,664 shares; 2025Q4: 29,664 shares; 2026Q1: 29,664 shares 29,664 $2.35M 0.1% 0 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: 2,860 shares; 2024Q4: 1,727 shares; 2025Q1: 1,733 shares; 2025Q2: 1,319 shares; 2025Q3: 17,057 shares; 2025Q4: 2,402 shares; 2026Q1: 7,247 shares 7,247 $2.13M 0.09% +4,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,895 shares; 2025Q3: 16,072 shares; 2025Q4: 16,072 shares; 2026Q1: 16,072 shares 16,072 $2.13M 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,432 shares; 2024Q4: 16,432 shares; 2025Q1: 143,225 shares; 2025Q2: 44,925 shares; 2025Q3: 31,211 shares; 2025Q4: 31,440 shares; 2026Q1: 31,440 shares 31,440 $2.12M 0.09% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,242 shares; 2025Q2: 12,902 shares; 2025Q3: 16,035 shares; 2025Q4: 13,218 shares; 2026Q1: 14,418 shares 14,418 $2.11M 0.09% +1,200 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: 1,041 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 2,791 shares; 2026Q1: 3,586 shares 3,586 $2.07M 0.09% +795 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: 22,496 shares; 2024Q4: 22,496 shares; 2025Q1: 22,496 shares; 2025Q2: 22,496 shares; 2025Q3: 22,496 shares; 2025Q4: 22,496 shares; 2026Q1: 22,496 shares 22,496 $1.98M 0.09% 0 Timeline VSGX 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: 25,769 shares; 2024Q4: 25,875 shares; 2025Q1: 27,020 shares; 2025Q2: 26,008 shares; 2025Q3: 26,008 shares; 2025Q4: 26,008 shares; 2026Q1: 27,570 shares 27,570 $1.98M 0.09% +1,562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,316 shares; 2025Q4: not reported; 2026Q1: 6,442 shares 6,442 $1.83M 0.08% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,346 shares; 2025Q4: not reported; 2026Q1: 1,907 shares 1,907 $1.66M 0.07% new 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: 3,815 shares; 2024Q4: 3,916 shares; 2025Q1: 3,369 shares; 2025Q2: 3,608 shares; 2025Q3: 27,720 shares; 2025Q4: 5,180 shares; 2026Q1: 7,973 shares 7,973 $1.66M 0.07% +2,793 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,434 shares 16,434 $1.53M 0.07% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,048 shares; 2024Q4: 43,048 shares; 2025Q1: 43,048 shares; 2025Q2: 43,048 shares; 2025Q3: 43,048 shares; 2025Q4: 43,048 shares; 2026Q1: 43,048 shares 43,048 $1.48M 0.06% 0 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: 7,764 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $1.47M 0.06% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,280 shares; 2024Q4: 29,280 shares; 2025Q1: 29,280 shares; 2025Q2: 29,280 shares; 2025Q3: 29,280 shares; 2025Q4: 29,280 shares; 2026Q1: 29,280 shares 29,280 $1.45M 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 8,439 shares; 2025Q1: 8,474 shares; 2025Q2: 8,325 shares; 2025Q3: 9,978 shares; 2025Q4: 8,138 shares; 2026Q1: 8,820 shares 8,820 $1.41M 0.06% +682 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,693 shares; 2026Q1: 42,278 shares 42,278 $1.39M 0.06% +12,585 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: 3,324 shares; 2024Q4: 3,306 shares; 2025Q1: 3,248 shares; 2025Q2: 3,252 shares; 2025Q3: 5,829 shares; 2025Q4: 2,715 shares; 2026Q1: 2,695 shares 2,695 $1.29M 0.06% -20 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 2,864 shares; 2026Q1: 2,864 shares 2,864 $1.25M 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,059 shares; 2025Q4: not reported; 2026Q1: 7,304 shares 7,304 $1.21M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,758 shares; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $1.18M 0.05% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 539 shares; 2026Q1: 1,931 shares 1,931 $1.1M 0.05% +1,392 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,942 shares; 2025Q4: not reported; 2026Q1: 2,019 shares 2,019 $1.01M 0.04% new 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: 7,777 shares; 2024Q4: 4,241 shares; 2025Q1: 4,100 shares; 2025Q2: 4,084 shares; 2025Q3: 11,404 shares; 2025Q4: 4,057 shares; 2026Q1: 4,057 shares 4,057 $992K 0.04% 0 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: 551 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 1,431 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $984K 0.04% 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: 6,557 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares; 2025Q3: 6,541 shares; 2025Q4: 6,541 shares; 2026Q1: 6,485 shares 6,485 $982K 0.04% -56 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: 2,750 shares; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,546 shares; 2025Q3: 10,161 shares; 2025Q4: 3,270 shares; 2026Q1: 5,050 shares 5,050 $974K 0.04% +1,780 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 6,347 shares; 2025Q2: 6,347 shares; 2025Q3: 7,692 shares; 2025Q4: 15,384 shares; 2026Q1: 15,384 shares 15,384 $942K 0.04% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,816 shares; 2024Q4: 42,816 shares; 2025Q1: 42,816 shares; 2025Q2: 42,816 shares; 2025Q3: 31,935 shares; 2025Q4: 31,935 shares; 2026Q1: 24,215 shares 24,215 $936K 0.04% -7,720 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 5,464 shares; 2025Q4: 3,500 shares; 2026Q1: 4,407 shares 4,407 $930K 0.04% +907 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,190 shares; 2025Q4: 14,190 shares; 2026Q1: 14,190 shares 14,190 $888K 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,311 shares; 2025Q4: 8,311 shares; 2026Q1: 8,311 shares 8,311 $831K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,627 shares; 2025Q4: 970 shares; 2026Q1: 2,668 shares 2,668 $806K 0.03% +1,698 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: 710 shares; 2024Q4: 710 shares; 2025Q1: 736 shares; 2025Q2: 755 shares; 2025Q3: 4,598 shares; 2025Q4: 931 shares; 2026Q1: 1,133 shares 1,133 $803K 0.03% +202 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,361 shares; 2025Q1: 2,334 shares; 2025Q2: 2,321 shares; 2025Q3: 2,735 shares; 2025Q4: 2,321 shares; 2026Q1: 2,321 shares 2,321 $801K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,179 shares; 2025Q4: not reported; 2026Q1: 2,330 shares 2,330 $787K 0.03% new Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 18,569 shares; 2025Q1: 18,569 shares; 2025Q2: 18,569 shares; 2025Q3: 18,569 shares; 2025Q4: 18,569 shares; 2026Q1: 18,569 shares 18,569 $777K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,303 shares; 2025Q1: 6,303 shares; 2025Q2: 6,303 shares; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares; 2026Q1: 3,718 shares 3,718 $774K 0.03% -2,585 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,273 shares; 2025Q4: 5,170 shares; 2026Q1: 4,555 shares 4,555 $773K 0.03% -615 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 5,205 shares; 2025Q4: not reported; 2026Q1: 2,768 shares 2,768 $762K 0.03% new 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: 1,410 shares; 2024Q4: 1,422 shares; 2025Q1: 1,423 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $759K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,668 shares; 2025Q4: 8,294 shares; 2026Q1: 8,294 shares 8,294 $751K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,795 shares; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110 $742K 0.03% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS 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: 17,615 shares; 2025Q3: 91,760 shares; 2025Q4: 91,760 shares; 2026Q1: 91,760 shares 91,760 $727K 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688,222 shares; 2024Q4: 687,416 shares; 2025Q1: 708,290 shares; 2025Q2: 6,254 shares; 2025Q3: 7,657 shares; 2025Q4: 7,657 shares; 2026Q1: 7,657 shares 7,657 $722K 0.03% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,973 shares; 2025Q4: not reported; 2026Q1: 23,135 shares 23,135 $689K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,151 shares; 2025Q4: 9,151 shares; 2026Q1: 9,151 shares 9,151 $687K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares; 2025Q2: 4,642 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,637 shares 4,637 $677K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,350 shares; 2025Q1: 2,404 shares; 2025Q2: 2,389 shares; 2025Q3: 4,680 shares; 2025Q4: 2,339 shares; 2026Q1: 3,544 shares 3,544 $672K 0.03% +1,205 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 17,530 shares; 2025Q1: 17,530 shares; 2025Q2: 17,530 shares; 2025Q3: 17,530 shares; 2025Q4: 17,530 shares; 2026Q1: 17,530 shares 17,530 $670K 0.03% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,121 shares; 2025Q4: not reported; 2026Q1: 10,664 shares 10,664 $668K 0.03% new 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: 3,086 shares; 2024Q4: 3,288 shares; 2025Q1: 3,257 shares; 2025Q2: 3,236 shares; 2025Q3: 7,841 shares; 2025Q4: 4,077 shares; 2026Q1: 5,000 shares 5,000 $660K 0.03% +923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,405 shares; 2025Q4: not reported; 2026Q1: 3,782 shares 3,782 $656K 0.03% new 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: 6,284 shares; 2024Q4: 6,284 shares; 2025Q1: 6,284 shares; 2025Q2: 6,250 shares; 2025Q3: 7,100 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $652K 0.03% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,749 shares; 2025Q4: not reported; 2026Q1: 8,128 shares 8,128 $651K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,284 shares; 2025Q4: not reported; 2026Q1: 2,219 shares 2,219 $620K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: not reported; 2026Q1: 419 shares 419 $617K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,467 shares; 2025Q4: 1,775 shares; 2026Q1: 2,976 shares 2,976 $588K 0.03% +1,201 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: 32,824 shares; 2024Q4: 32,374 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 5,230 shares; 2025Q4: 5,896 shares; 2026Q1: 5,853 shares 5,853 $569K 0.02% -43 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares 1,476 $566K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares; 2025Q4: not reported; 2026Q1: 487 shares 487 $564K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares 1,748 $556K 0.02% 0 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: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: 2,139 shares; 2025Q4: 2,116 shares; 2026Q1: 1,766 shares 1,766 $555K 0.02% -350 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: not reported; 2026Q1: 2,978 shares 2,978 $550K 0.02% new 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: 1,875 shares; 2024Q4: 1,882 shares; 2025Q1: 1,886 shares; 2025Q2: 1,350 shares; 2025Q3: 4,461 shares; 2025Q4: 1,350 shares; 2026Q1: 1,704 shares 1,704 $546K 0.02% +354 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,667 shares; 2025Q4: 437 shares; 2026Q1: 540 shares 540 $538K 0.02% +103 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 548 shares; 2026Q1: 579 shares 579 $533K 0.02% +31 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,795 shares; 2025Q1: 23,795 shares; 2025Q2: 23,795 shares; 2025Q3: 23,795 shares; 2025Q4: 31,844 shares; 2026Q1: 23,795 shares 23,795 $510K 0.02% -8,049 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: not reported; 2026Q1: 1,561 shares 1,561 $504K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 664 shares; 2025Q4: not reported; 2026Q1: 289 shares 289 $500K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,060 shares; 2025Q4: not reported; 2026Q1: 11,997 shares 11,997 $492K 0.02% new Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,487 shares; 2024Q4: 29,487 shares; 2025Q1: 29,487 shares; 2025Q2: 29,487 shares; 2025Q3: 29,487 shares; 2025Q4: 39,231 shares; 2026Q1: 29,487 shares 29,487 $480K 0.02% -9,744 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares; 2026Q1: 3,321 shares 3,321 $451K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 6,385 shares; 2026Q1: 6,385 shares 6,385 $445K 0.02% 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: 2,900 shares; 2024Q4: 1,200 shares; 2025Q1: 1,203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares 888 $440K 0.02% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 3,596 shares; 2025Q4: not reported; 2026Q1: 1,470 shares 1,470 $437K 0.02% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 45,264 shares; 2025Q4: not reported; 2026Q1: 16,850 shares 16,850 $429K 0.02% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 2,958 shares; 2025Q4: not reported; 2026Q1: 1,565 shares 1,565 $429K 0.02% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,794 shares; 2025Q4: not reported; 2026Q1: 7,381 shares 7,381 $427K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556 $424K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,328 shares; 2025Q4: 1,058 shares; 2026Q1: 930 shares 930 $400K 0.02% -128 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,614 shares; 2025Q4: not reported; 2026Q1: 9,178 shares 9,178 $396K 0.02% new 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: 2,425 shares; 2025Q4: not reported; 2026Q1: 2,058 shares 2,058 $392K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,720 shares; 2025Q4: 7,720 shares; 2026Q1: 7,720 shares 7,720 $381K 0.02% 0 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares; 2026Q1: 5,452 shares 5,452 $378K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,195 shares; 2025Q2: 4,150 shares; 2025Q3: 9,838 shares; 2025Q4: 4,150 shares; 2026Q1: 4,934 shares 4,934 $375K 0.02% +784 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: 2,602 shares; 2024Q4: 1,500 shares; 2025Q1: 1,504 shares; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 413 shares; 2026Q1: 850 shares 850 $362K 0.02% +437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: not reported; 2026Q1: 488 shares 488 $356K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,296 shares; 2025Q4: not reported; 2026Q1: 1,682 shares 1,682 $353K 0.02% new 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: 8,004 shares; 2025Q4: not reported; 2026Q1: 5,516 shares 5,516 $351K 0.02% new 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: 3,788 shares; 2025Q4: not reported; 2026Q1: 1,154 shares 1,154 $351K 0.02% new 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: 358 shares; 2025Q1: 360 shares; 2025Q2: 358 shares; 2025Q3: 585 shares; 2025Q4: 565 shares; 2026Q1: 358 shares 358 $344K 0.01% -207 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,480 shares; 2025Q4: not reported; 2026Q1: 3,474 shares 3,474 $338K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,678 shares; 2025Q4: not reported; 2026Q1: 3,337 shares 3,337 $320K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: not reported; 2026Q1: 1,903 shares 1,903 $305K 0.01% new 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: 6,948 shares; 2024Q4: 3,099 shares; 2025Q1: 3,117 shares; 2025Q2: 3,099 shares; 2025Q3: 5,556 shares; 2025Q4: not reported; 2026Q1: 1,335 shares 1,335 $302K 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares 2,634 $292K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,016 shares; 2025Q1: 1,017 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares 998 $291K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: not reported; 2026Q1: 808 shares 808 $288K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,965 shares 6,965 $284K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $279K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,423 shares; 2025Q4: not reported; 2026Q1: 1,277 shares 1,277 $274K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,821 shares; 2025Q4: not reported; 2026Q1: 1,425 shares 1,425 $266K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares 1,626 $263K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,559 shares; 2025Q4: not reported; 2026Q1: 1,307 shares 1,307 $259K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,899 shares; 2025Q4: not reported; 2026Q1: 1,174 shares 1,174 $254K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares 1,754 $254K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619 shares; 2025Q4: 2,619 shares; 2026Q1: 2,619 shares 2,619 $254K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares; 2025Q4: not reported; 2026Q1: 937 shares 937 $254K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,159 shares 1,159 $249K 0.01% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,953 shares; 2025Q4: not reported; 2026Q1: 1,174 shares 1,174 $244K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 918 shares; 2025Q4: 2,486 shares; 2026Q1: 1,820 shares 1,820 $242K 0.01% -666 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: not reported; 2026Q1: 727 shares 727 $238K 0.01% new 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: 25,330 shares; 2024Q4: 25,330 shares; 2025Q1: 24,120 shares; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,186 shares; 2026Q1: 4,186 shares 4,186 $238K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,118 shares; 2025Q4: not reported; 2026Q1: 8,944 shares 8,944 $235K 0.01% new Timeline BDRBF BOMBARDIER INC CL B NEW (CANAD More: the full row for BOMBARDIER INC CL B NEW (CANAD 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: 1,327 shares 1,327 $234K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: not reported; 2025Q1: 2,577 shares; 2025Q2: 2,577 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares; 2026Q1: 2,577 shares 2,577 $232K 0.01% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,382 shares; 2025Q4: 2,450 shares; 2026Q1: 2,411 shares 2,411 $232K 0.01% -39 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: 800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 694 shares 694 $226K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,290 shares; 2025Q4: not reported; 2026Q1: 4,969 shares 4,969 $225K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $224K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 481 shares 481 $215K 0.01% new Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 6,242 shares 6,242 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682 $206K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517 shares 517 $203K 0.01% new Timeline SAIA SAIA INC More: the full row for SAIA 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: 1,470 shares; 2025Q4: not reported; 2026Q1: 575 shares 575 $202K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E 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: 10,000 shares 10,000 $171K 0.01% new Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,088 shares; 2025Q1: 110,334 shares; 2025Q2: 127,834 shares; 2025Q3: 127,834 shares; 2025Q4: 127,834 shares; 2026Q1: 127,834 shares 127,834 $89.2K <0.01% 0 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $37.6K <0.01% 0 Timeline