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: 523,528 shares; 2024Q4: 486,952 shares; 2025Q1: 502,081 shares; 2025Q2: 531,012 shares; 2025Q3: 498,024 shares; 2025Q4: 485,490 shares; 2026Q1: 525,971 shares 525,971 $314M 10.57% +40,481 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: 2,726,546 shares; 2024Q4: 2,729,642 shares; 2025Q1: 2,825,948 shares; 2025Q2: 2,810,427 shares; 2025Q3: 2,841,288 shares; 2025Q4: 2,897,259 shares; 2026Q1: 3,020,430 shares 3,020,430 $293M 9.87% +123,171 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: 392,321 shares; 2024Q4: 372,011 shares; 2025Q1: 366,050 shares; 2025Q2: 364,378 shares; 2025Q3: 348,756 shares; 2025Q4: 335,243 shares; 2026Q1: 332,226 shares 332,226 $216M 7.27% -3,017 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: 3,021,393 shares; 2024Q4: 3,199,964 shares; 2025Q1: 3,257,475 shares; 2025Q2: 3,182,811 shares; 2025Q3: 3,143,808 shares; 2025Q4: 3,134,953 shares; 2026Q1: 3,228,121 shares 3,228,121 $174M 5.87% +93,168 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: 2,191,849 shares; 2024Q4: 2,199,537 shares; 2025Q1: 2,253,629 shares; 2025Q2: 2,268,824 shares; 2025Q3: 2,260,253 shares; 2025Q4: 2,283,286 shares; 2026Q1: 2,349,194 shares 2,349,194 $159M 5.34% +65,908 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: 822,952 shares; 2024Q4: 836,245 shares; 2025Q1: 844,384 shares; 2025Q2: 856,608 shares; 2025Q3: 1,623,190 shares; 2025Q4: 1,663,150 shares; 2026Q1: 1,741,408 shares 1,741,408 $154M 5.2% +78,258 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: 1,654,420 shares; 2024Q4: 1,663,681 shares; 2025Q1: 1,709,685 shares; 2025Q2: 1,704,384 shares; 2025Q3: 1,672,735 shares; 2025Q4: 1,613,586 shares; 2026Q1: 1,843,291 shares 1,843,291 $141M 4.75% +229,705 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: 635,043 shares; 2024Q4: 633,928 shares; 2025Q1: 643,941 shares; 2025Q2: 609,174 shares; 2025Q3: 582,631 shares; 2025Q4: 562,884 shares; 2026Q1: 563,866 shares 563,866 $140M 4.71% +982 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: 533,681 shares; 2024Q4: 527,443 shares; 2025Q1: 508,647 shares; 2025Q2: 531,018 shares; 2025Q3: 531,973 shares; 2025Q4: 624,484 shares; 2026Q1: 1,065,087 shares 1,065,087 $98.3M 3.31% +440,603 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: 1,754 shares; 2024Q4: 1,836 shares; 2025Q1: 5,115 shares; 2025Q2: 307,165 shares; 2025Q3: 305,716 shares; 2025Q4: 306,241 shares; 2026Q1: 314,286 shares 314,286 $95M 3.2% +8,045 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: 115,108 shares; 2024Q4: 115,173 shares; 2025Q1: 115,173 shares; 2025Q2: 117,293 shares; 2025Q3: 117,252 shares; 2025Q4: 122,207 shares; 2026Q1: 1,290,721 shares 1,290,721 $88.4M 2.97% +1,168,514 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: 16,291 shares; 2024Q4: 58,606 shares; 2025Q1: 1,075,390 shares; 2025Q2: 1,110,253 shares; 2025Q3: 1,128,842 shares; 2025Q4: 1,206,289 shares; 2026Q1: 1,271,182 shares 1,271,182 $75.7M 2.55% +64,893 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: 6,779 shares; 2024Q4: 6,941 shares; 2025Q1: 135,643 shares; 2025Q2: 133,381 shares; 2025Q3: 131,728 shares; 2025Q4: 120,248 shares; 2026Q1: 124,414 shares 124,414 $71.8M 2.42% +4,166 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: 604,086 shares; 2024Q4: 660,319 shares; 2025Q1: 632,270 shares; 2025Q2: 647,256 shares; 2025Q3: 667,066 shares; 2025Q4: 706,139 shares; 2026Q1: 660,811 shares 660,811 $65.6M 2.21% -45,328 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: 100,802 shares; 2024Q4: 101,150 shares; 2025Q1: 100,251 shares; 2025Q2: 83,408 shares; 2025Q3: 75,541 shares; 2025Q4: 75,456 shares; 2026Q1: 72,845 shares 72,845 $47.6M 1.6% -2,611 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: 142,604 shares; 2024Q4: 142,539 shares; 2025Q1: 145,110 shares; 2025Q2: 146,724 shares; 2025Q3: 143,828 shares; 2025Q4: 143,636 shares; 2026Q1: 164,127 shares 164,127 $41.7M 1.4% +20,491 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: 285,443 shares; 2024Q4: 267,026 shares; 2025Q1: 238,918 shares; 2025Q2: 242,148 shares; 2025Q3: 236,373 shares; 2025Q4: 204,579 shares; 2026Q1: 208,628 shares 208,628 $36.4M 1.22% +4,049 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: 131,167 shares; 2024Q4: 127,361 shares; 2025Q1: 113,324 shares; 2025Q2: 116,913 shares; 2025Q3: 113,527 shares; 2025Q4: 110,385 shares; 2026Q1: 101,278 shares 101,278 $29.1M 0.98% -9,107 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: 66,093 shares; 2024Q4: 64,960 shares; 2025Q1: 66,503 shares; 2025Q2: 67,789 shares; 2025Q3: 66,836 shares; 2025Q4: 66,398 shares; 2026Q1: 76,135 shares 76,135 $28.2M 0.95% +9,737 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: 108,458 shares; 2024Q4: 105,138 shares; 2025Q1: 125,435 shares; 2025Q2: 127,244 shares; 2025Q3: 124,244 shares; 2025Q4: 125,196 shares; 2026Q1: 127,496 shares 127,496 $26.6M 0.89% +2,300 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: 159,675 shares; 2024Q4: 168,668 shares; 2025Q1: 171,541 shares; 2025Q2: 169,381 shares; 2025Q3: 161,337 shares; 2025Q4: 155,011 shares; 2026Q1: 157,309 shares 157,309 $22.2M 0.75% +2,298 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: 298,751 shares; 2024Q4: 305,678 shares; 2025Q1: 314,368 shares; 2025Q2: 304,235 shares; 2025Q3: 301,505 shares; 2025Q4: 474,591 shares; 2026Q1: 472,402 shares 472,402 $22.2M 0.75% -2,189 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: 303,848 shares; 2024Q4: 329,818 shares; 2025Q1: 323,943 shares; 2025Q2: 331,651 shares; 2025Q3: 327,920 shares; 2025Q4: 326,830 shares; 2026Q1: 321,897 shares 321,897 $20.6M 0.69% -4,933 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: 35,954 shares; 2024Q4: 35,254 shares; 2025Q1: 34,575 shares; 2025Q2: 34,616 shares; 2025Q3: 33,918 shares; 2025Q4: 33,864 shares; 2026Q1: 33,941 shares 33,941 $19.4M 0.65% +77 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: 88,047 shares; 2024Q4: 85,676 shares; 2025Q1: 84,110 shares; 2025Q2: 84,667 shares; 2025Q3: 79,447 shares; 2025Q4: 77,436 shares; 2026Q1: 65,673 shares 65,673 $19.3M 0.65% -11,763 Timeline IYR 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: 163,342 shares; 2024Q4: 153,288 shares; 2025Q1: 145,982 shares; 2025Q2: 145,928 shares; 2025Q3: 157,651 shares; 2025Q4: 183,801 shares; 2026Q1: 185,028 shares 185,028 $17.5M 0.59% +1,227 Timeline ICSH 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: 339,944 shares; 2024Q4: 303,882 shares; 2025Q1: 387,149 shares; 2025Q2: 995,869 shares; 2025Q3: 314,561 shares; 2025Q4: 332,746 shares; 2026Q1: 326,082 shares 326,082 $16.5M 0.56% -6,664 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: 62,960 shares; 2024Q4: 51,258 shares; 2025Q1: 50,968 shares; 2025Q2: 51,766 shares; 2025Q3: 48,618 shares; 2025Q4: 48,706 shares; 2026Q1: 48,475 shares 48,475 $14.7M 0.49% -231 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,288 shares; 2024Q4: 230,745 shares; 2025Q1: 309,225 shares; 2025Q2: 170,629 shares; 2025Q3: 282,629 shares; 2025Q4: 295,889 shares; 2026Q1: 287,134 shares 287,134 $14.5M 0.49% -8,755 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,682 shares; 2024Q4: 231,837 shares; 2025Q1: 311,846 shares; 2025Q2: 172,135 shares; 2025Q3: 286,068 shares; 2025Q4: 298,865 shares; 2026Q1: 289,424 shares 289,424 $14.3M 0.48% -9,441 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 16,068 shares; 2025Q1: 15,980 shares; 2025Q2: 16,039 shares; 2025Q3: 15,719 shares; 2025Q4: 15,448 shares; 2026Q1: 15,138 shares 15,138 $13.6M 0.46% -310 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: 92,590 shares; 2024Q4: 89,441 shares; 2025Q1: 89,880 shares; 2025Q2: 90,570 shares; 2025Q3: 86,657 shares; 2025Q4: 85,031 shares; 2026Q1: 84,462 shares 84,462 $13.5M 0.45% -569 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: 61,996 shares; 2024Q4: 60,905 shares; 2025Q1: 62,090 shares; 2025Q2: 63,194 shares; 2025Q3: 62,733 shares; 2025Q4: 62,973 shares; 2026Q1: 61,484 shares 61,484 $12.7M 0.43% -1,489 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,257 shares; 2024Q4: 117,156 shares; 2025Q1: 120,388 shares; 2025Q2: 122,342 shares; 2025Q3: 126,031 shares; 2025Q4: 129,403 shares; 2026Q1: 131,592 shares 131,592 $12.6M 0.42% +2,189 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: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 17 shares 17 $12.2M 0.41% -1 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: 3,156 shares; 2024Q4: 3,150 shares; 2025Q1: 37,466 shares; 2025Q2: 37,157 shares; 2025Q3: 35,815 shares; 2025Q4: 36,412 shares; 2026Q1: 39,103 shares 39,103 $12.1M 0.41% +2,691 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: 56,305 shares; 2024Q4: 52,193 shares; 2025Q1: 49,890 shares; 2025Q2: 51,156 shares; 2025Q3: 49,470 shares; 2025Q4: 49,145 shares; 2026Q1: 49,043 shares 49,043 $12M 0.4% -102 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,734 shares; 2025Q3: 136,734 shares; 2025Q4: 139,595 shares; 2026Q1: 139,622 shares 139,622 $10.9M 0.37% +27 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: 39,724 shares; 2024Q4: 38,726 shares; 2025Q1: 38,461 shares; 2025Q2: 39,055 shares; 2025Q3: 38,111 shares; 2025Q4: 37,260 shares; 2026Q1: 36,693 shares 36,693 $10.8M 0.36% -567 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: 98,107 shares; 2024Q4: 102,019 shares; 2025Q1: 109,703 shares; 2025Q2: 106,909 shares; 2025Q3: 109,429 shares; 2025Q4: 185,400 shares; 2026Q1: 209,264 shares 209,264 $9.95M 0.33% +23,864 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: 7,251 shares; 2024Q4: 7,388 shares; 2025Q1: 7,115 shares; 2025Q2: 15,892 shares; 2025Q3: 12,405 shares; 2025Q4: 19,050 shares; 2026Q1: 20,305 shares 20,305 $9.73M 0.33% +1,255 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: 38,273 shares; 2024Q4: 37,532 shares; 2025Q1: 43,606 shares; 2025Q2: 37,467 shares; 2025Q3: 36,282 shares; 2025Q4: 35,875 shares; 2026Q1: 35,399 shares 35,399 $9.27M 0.31% -476 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: 9,148 shares; 2025Q1: 9,226 shares; 2025Q2: 9,362 shares; 2025Q3: 9,035 shares; 2025Q4: 8,993 shares; 2026Q1: 9,150 shares 9,150 $8.8M 0.3% +157 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: 34,756 shares; 2024Q4: 33,499 shares; 2025Q1: 32,983 shares; 2025Q2: 33,204 shares; 2025Q3: 32,213 shares; 2025Q4: 31,854 shares; 2026Q1: 31,807 shares 31,807 $8.46M 0.28% -47 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: 52,103 shares; 2024Q4: 52,036 shares; 2025Q1: 52,831 shares; 2025Q2: 54,346 shares; 2025Q3: 53,141 shares; 2025Q4: 53,202 shares; 2026Q1: 55,350 shares 55,350 $7.99M 0.27% +2,148 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: 59,168 shares; 2024Q4: 58,900 shares; 2025Q1: 60,147 shares; 2025Q2: 61,951 shares; 2025Q3: 61,405 shares; 2025Q4: 60,848 shares; 2026Q1: 60,698 shares 60,698 $7.96M 0.27% -150 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: 8,628 shares; 2024Q4: 8,568 shares; 2025Q1: 8,612 shares; 2025Q2: 8,980 shares; 2025Q3: 8,692 shares; 2025Q4: 8,411 shares; 2026Q1: 8,593 shares 8,593 $7.9M 0.27% +182 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: 36,696 shares; 2024Q4: 35,534 shares; 2025Q1: 35,605 shares; 2025Q2: 36,335 shares; 2025Q3: 34,898 shares; 2025Q4: 33,913 shares; 2026Q1: 33,403 shares 33,403 $7.55M 0.25% -510 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: 23,947 shares; 2024Q4: 23,534 shares; 2025Q1: 23,458 shares; 2025Q2: 23,888 shares; 2025Q3: 23,293 shares; 2025Q4: 22,877 shares; 2026Q1: 22,879 shares 22,879 $7.52M 0.25% +2 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: 33,391 shares; 2024Q4: 32,408 shares; 2025Q1: 32,714 shares; 2025Q2: 33,124 shares; 2025Q3: 32,492 shares; 2025Q4: 32,094 shares; 2026Q1: 31,904 shares 31,904 $7.33M 0.25% -190 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: 12,238 shares; 2024Q4: 12,221 shares; 2025Q1: 12,219 shares; 2025Q2: 12,202 shares; 2025Q3: 11,939 shares; 2025Q4: 11,929 shares; 2026Q1: 11,886 shares 11,886 $7.33M 0.25% -43 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: 30,196 shares; 2024Q4: 29,202 shares; 2025Q1: 29,302 shares; 2025Q2: 29,931 shares; 2025Q3: 29,170 shares; 2025Q4: 29,427 shares; 2026Q1: 30,401 shares 30,401 $7.28M 0.24% +974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,453 shares; 2025Q3: 141,566 shares; 2025Q4: 141,416 shares; 2026Q1: 141,314 shares 141,314 $7.18M 0.24% -102 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: 21,702 shares; 2024Q4: 42,709 shares; 2025Q1: 42,485 shares; 2025Q2: 43,335 shares; 2025Q3: 41,960 shares; 2025Q4: 41,900 shares; 2026Q1: 42,920 shares 42,920 $6.88M 0.23% +1,020 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: 21,430 shares; 2024Q4: 20,018 shares; 2025Q1: 19,535 shares; 2025Q2: 20,033 shares; 2025Q3: 18,522 shares; 2025Q4: 18,111 shares; 2026Q1: 18,196 shares 18,196 $6.76M 0.23% +85 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: 341,818 shares; 2024Q4: 139,396 shares; 2025Q1: 131,329 shares; 2025Q2: 130,161 shares; 2025Q3: 127,003 shares; 2025Q4: 120,533 shares; 2026Q1: 118,701 shares 118,701 $6.74M 0.23% -1,832 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: 12,638 shares; 2025Q3: 12,300 shares; 2025Q4: 12,223 shares; 2026Q1: 12,272 shares 12,272 $6.74M 0.23% +49 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: 52,312 shares; 2024Q4: 52,212 shares; 2025Q1: 52,212 shares; 2025Q2: 52,218 shares; 2025Q3: 44,392 shares; 2025Q4: 44,392 shares; 2026Q1: 44,386 shares 44,386 $6.66M 0.22% -6 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,251 shares; 2024Q4: 24,920 shares; 2025Q1: 23,593 shares; 2025Q2: 23,688 shares; 2025Q3: 20,878 shares; 2025Q4: 20,477 shares; 2026Q1: 20,648 shares 20,648 $6.62M 0.22% +171 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: 23,596 shares; 2024Q4: 23,436 shares; 2025Q1: 23,773 shares; 2025Q2: 24,142 shares; 2025Q3: 23,708 shares; 2025Q4: 23,073 shares; 2026Q1: 22,615 shares 22,615 $6.42M 0.22% -458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,186 shares; 2025Q3: 76,186 shares; 2025Q4: 76,186 shares; 2026Q1: 76,186 shares 76,186 $6.04M 0.2% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 16,744 shares; 2025Q1: 16,553 shares; 2025Q2: 16,462 shares; 2025Q3: 16,256 shares; 2025Q4: 16,301 shares; 2026Q1: 16,776 shares 16,776 $6M 0.2% +475 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: 69,600 shares; 2024Q4: 64,208 shares; 2025Q1: 65,000 shares; 2025Q2: 66,323 shares; 2025Q3: 64,598 shares; 2025Q4: 62,803 shares; 2026Q1: 61,647 shares 61,647 $5.94M 0.2% -1,156 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: 39,577 shares; 2024Q4: 39,577 shares; 2025Q1: 39,577 shares; 2025Q2: 42,046 shares; 2025Q3: 42,046 shares; 2025Q4: 42,046 shares; 2026Q1: 42,046 shares 42,046 $5.82M 0.2% 0 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: 26,150 shares; 2025Q1: 48,335 shares; 2025Q2: 48,712 shares; 2025Q3: 51,285 shares; 2025Q4: 50,446 shares; 2026Q1: 57,051 shares 57,051 $5.79M 0.19% +6,605 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: 1,522 shares; 2024Q4: 1,451 shares; 2025Q1: 1,447 shares; 2025Q2: 1,450 shares; 2025Q3: 1,423 shares; 2025Q4: 1,370 shares; 2026Q1: 1,374 shares 1,374 $5.79M 0.19% +4 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: 40,454 shares; 2024Q4: 39,291 shares; 2025Q1: 40,380 shares; 2025Q2: 42,241 shares; 2025Q3: 41,359 shares; 2025Q4: 41,599 shares; 2026Q1: 42,151 shares 42,151 $5.57M 0.19% +552 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,282 shares; 2024Q4: 81,802 shares; 2025Q1: 82,702 shares; 2025Q2: 80,472 shares; 2025Q3: 51,799 shares; 2025Q4: 50,665 shares; 2026Q1: 50,308 shares 50,308 $5.45M 0.18% -357 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 18,669 shares 18,669 $5.19M 0.17% new 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: 18,684 shares; 2024Q4: 18,207 shares; 2025Q1: 23,013 shares; 2025Q2: 21,528 shares; 2025Q3: 16,805 shares; 2025Q4: 16,962 shares; 2026Q1: 17,881 shares 17,881 $5.13M 0.17% +919 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: 40,195 shares; 2024Q4: 39,004 shares; 2025Q1: 29,701 shares; 2025Q2: 30,160 shares; 2025Q3: 29,814 shares; 2025Q4: 29,569 shares; 2026Q1: 27,087 shares 27,087 $5.06M 0.17% -2,482 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: not reported; 2025Q1: 31,861 shares; 2025Q2: 33,450 shares; 2025Q3: 43,920 shares; 2025Q4: 44,020 shares; 2026Q1: 44,192 shares 44,192 $4.97M 0.17% +172 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,739 shares; 2025Q3: 198,408 shares; 2025Q4: 201,936 shares; 2026Q1: 201,936 shares 201,936 $4.9M 0.16% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,306 shares; 2025Q2: 1,286 shares; 2025Q3: 443 shares; 2025Q4: 4,470 shares; 2026Q1: 50,217 shares 50,217 $4.83M 0.16% +45,747 Timeline ESGE 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: 153,125 shares; 2024Q4: 112,199 shares; 2025Q1: 112,755 shares; 2025Q2: 110,379 shares; 2025Q3: 110,455 shares; 2025Q4: 108,348 shares; 2026Q1: 104,434 shares 104,434 $4.75M 0.16% -3,914 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: 122,849 shares; 2024Q4: 128,687 shares; 2025Q1: 90,941 shares; 2025Q2: 72,213 shares; 2025Q3: 47,287 shares; 2025Q4: 47,017 shares; 2026Q1: 44,687 shares 44,687 $4.74M 0.16% -2,330 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: 1,010 shares; 2024Q4: 7,665 shares; 2025Q1: 7,618 shares; 2025Q2: 7,731 shares; 2025Q3: 7,578 shares; 2025Q4: 11,645 shares; 2026Q1: 10,343 shares 10,343 $4.47M 0.15% -1,302 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: 10,801 shares; 2024Q4: 10,742 shares; 2025Q1: 10,663 shares; 2025Q2: 13,038 shares; 2025Q3: 12,905 shares; 2025Q4: 12,591 shares; 2026Q1: 12,503 shares 12,503 $4.46M 0.15% -88 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,163 shares; 2025Q2: 28,336 shares; 2025Q3: 28,046 shares; 2025Q4: 28,218 shares; 2026Q1: 29,072 shares 29,072 $4.38M 0.15% +854 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: 54,002 shares; 2024Q4: 165,881 shares; 2025Q1: 165,881 shares; 2025Q2: 159,817 shares; 2025Q3: 159,817 shares; 2025Q4: 169,616 shares; 2026Q1: 160,379 shares 160,379 $4.11M 0.14% -9,237 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly 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: 374,791 shares; 2025Q4: 397,966 shares; 2026Q1: 396,605 shares 396,605 $4.1M 0.14% -1,361 Timeline DFUS 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: 75,341 shares; 2024Q4: 59,872 shares; 2025Q1: 59,872 shares; 2025Q2: 59,578 shares; 2025Q3: 58,249 shares; 2025Q4: 57,456 shares; 2026Q1: 57,141 shares 57,141 $4.05M 0.14% -315 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: not reported; 2025Q4: not reported; 2026Q1: 18,682 shares 18,682 $4.05M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,315 shares; 2025Q3: 77,453 shares; 2025Q4: 75,301 shares; 2026Q1: 69,965 shares 69,965 $3.98M 0.13% -5,336 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 20,345 shares; 2026Q1: 20,463 shares 20,463 $3.88M 0.13% +118 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: 1,847 shares; 2024Q4: 1,687 shares; 2025Q1: 35,607 shares; 2025Q2: 36,205 shares; 2025Q3: 34,041 shares; 2025Q4: 29,324 shares; 2026Q1: 31,296 shares 31,296 $3.79M 0.13% +1,972 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,020 shares 27,020 $3.66M 0.12% new 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: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 3,642 shares; 2025Q2: 3,715 shares; 2025Q3: 3,707 shares; 2025Q4: 3,503 shares; 2026Q1: 3,644 shares 3,644 $3.63M 0.12% +141 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: 10,162 shares; 2024Q4: 9,931 shares; 2025Q1: 9,881 shares; 2025Q2: 9,855 shares; 2025Q3: 9,802 shares; 2025Q4: 9,722 shares; 2026Q1: 9,644 shares 9,644 $3.57M 0.12% -78 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,208 shares; 2024Q4: 152,137 shares; 2025Q1: 122,362 shares; 2025Q2: 66,393 shares; 2025Q3: 66,418 shares; 2025Q4: 66,418 shares; 2026Q1: 62,742 shares 62,742 $3.27M 0.11% -3,676 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: 65,143 shares; 2024Q4: 121,062 shares; 2025Q1: 121,062 shares; 2025Q2: 131,495 shares; 2025Q3: 131,495 shares; 2025Q4: 126,255 shares; 2026Q1: 122,753 shares 122,753 $3.04M 0.1% -3,502 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: 6,925 shares; 2025Q2: 7,320 shares; 2025Q3: 6,726 shares; 2025Q4: 5,176 shares; 2026Q1: 6,369 shares 6,369 $2.84M 0.1% +1,193 Timeline QQMG 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: 80,009 shares; 2025Q2: 82,450 shares; 2025Q3: 82,732 shares; 2025Q4: 71,840 shares; 2026Q1: 71,636 shares 71,636 $2.83M 0.1% -204 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: 8,836 shares; 2024Q4: 8,724 shares; 2025Q1: 8,985 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares; 2026Q1: 8,984 shares 8,984 $2.82M 0.09% 0 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: 6,544 shares; 2024Q4: 6,408 shares; 2025Q1: 6,691 shares; 2025Q2: 6,642 shares; 2025Q3: 6,571 shares; 2025Q4: 6,355 shares; 2026Q1: 8,269 shares 8,269 $2.72M 0.09% +1,914 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: 32,121 shares; 2024Q4: 4,492 shares; 2025Q1: 6,752 shares; 2025Q2: 9,284 shares; 2025Q3: 8,509 shares; 2025Q4: 8,497 shares; 2026Q1: 8,950 shares 8,950 $2.57M 0.09% +453 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: 17,142 shares; 2024Q4: 16,901 shares; 2025Q1: 15,624 shares; 2025Q2: 15,544 shares; 2025Q3: 15,307 shares; 2025Q4: 15,684 shares; 2026Q1: 14,892 shares 14,892 $2.53M 0.09% -792 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: 8,010 shares; 2024Q4: 7,938 shares; 2025Q1: 7,938 shares; 2025Q2: 7,938 shares; 2025Q3: 7,938 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares 7,715 $2.31M 0.08% 0 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: 6,521 shares; 2024Q4: 6,119 shares; 2025Q1: 6,102 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 6,697 shares; 2026Q1: 6,162 shares 6,162 $2.11M 0.07% -535 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: 30,269 shares; 2024Q4: 24,058 shares; 2025Q1: 24,058 shares; 2025Q2: 24,058 shares; 2025Q3: 22,506 shares; 2025Q4: 22,506 shares; 2026Q1: 22,506 shares 22,506 $1.69M 0.06% 0 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: 8,092 shares; 2024Q4: 8,096 shares; 2025Q1: 9,035 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares 7,715 $1.66M 0.06% 0 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: 7,974 shares; 2024Q4: 7,942 shares; 2025Q1: 7,942 shares; 2025Q2: 7,955 shares; 2025Q3: 7,954 shares; 2025Q4: 7,989 shares; 2026Q1: 7,977 shares 7,977 $1.58M 0.05% -12 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: 14,843 shares; 2024Q4: 14,792 shares; 2025Q1: 13,715 shares; 2025Q2: 12,315 shares; 2025Q3: 12,268 shares; 2025Q4: 12,233 shares; 2026Q1: 10,649 shares 10,649 $1.56M 0.05% -1,584 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: 7,261 shares; 2024Q4: 7,114 shares; 2025Q1: 7,336 shares; 2025Q2: 7,100 shares; 2025Q3: 6,581 shares; 2025Q4: 7,211 shares; 2026Q1: 6,993 shares 6,993 $1.52M 0.05% -218 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: 6,471 shares; 2024Q4: 6,394 shares; 2025Q1: 6,394 shares; 2025Q2: 6,209 shares; 2025Q3: 5,981 shares; 2025Q4: 11,506 shares; 2026Q1: 11,423 shares 11,423 $1.52M 0.05% -83 Timeline LDUR 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: 12,966 shares; 2025Q3: 13,037 shares; 2025Q4: 14,149 shares; 2026Q1: 13,845 shares 13,845 $1.33M 0.04% -304 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 23,096 shares; 2025Q4: 25,366 shares; 2026Q1: 22,700 shares 22,700 $1.13M 0.04% -2,666 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 3,428 shares; 2025Q1: 2,878 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $1.12M 0.04% 0 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: 206,140 shares; 2024Q4: 214,246 shares; 2025Q1: 14,428 shares; 2025Q2: 18,818 shares; 2025Q3: 17,708 shares; 2025Q4: 18,223 shares; 2026Q1: 19,028 shares 19,028 $1.11M 0.04% +805 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: 3,822 shares; 2024Q4: 3,802 shares; 2025Q1: 3,744 shares; 2025Q2: 3,706 shares; 2025Q3: 3,707 shares; 2025Q4: 3,494 shares; 2026Q1: 3,494 shares 3,494 $1.11M 0.04% 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: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 2,866 shares; 2025Q2: 2,738 shares; 2025Q3: 2,690 shares; 2025Q4: 2,537 shares; 2026Q1: 2,537 shares 2,537 $1.09M 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 13,360 shares; 2025Q1: 26,985 shares; 2025Q2: 26,985 shares; 2025Q3: 26,723 shares; 2025Q4: 25,882 shares; 2026Q1: 25,882 shares 25,882 $1.01M 0.03% 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: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,246 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 2,949 shares 2,949 $997K 0.03% +1,734 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 8,451 shares; 2025Q3: 9,612 shares; 2025Q4: 9,664 shares; 2026Q1: 9,489 shares 9,489 $940K 0.03% -175 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: 12,809 shares; 2024Q4: 12,220 shares; 2025Q1: 11,353 shares; 2025Q2: 11,358 shares; 2025Q3: 11,358 shares; 2025Q4: 12,819 shares; 2026Q1: 11,992 shares 11,992 $930K 0.03% -827 Timeline SCHC 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: 18,062 shares; 2024Q4: 18,062 shares; 2025Q1: 18,062 shares; 2025Q2: 18,062 shares; 2025Q3: 19,894 shares; 2025Q4: 20,050 shares; 2026Q1: 19,894 shares 19,894 $930K 0.03% -156 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: 9,463 shares; 2024Q4: 9,463 shares; 2025Q1: 8,695 shares; 2025Q2: 7,843 shares; 2025Q3: 6,238 shares; 2025Q4: 6,131 shares; 2026Q1: 6,200 shares 6,200 $907K 0.03% +69 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: 19,614 shares; 2024Q4: 19,742 shares; 2025Q1: 19,862 shares; 2025Q2: 20,545 shares; 2025Q3: 19,275 shares; 2025Q4: 15,173 shares; 2026Q1: 4,442 shares 4,442 $881K 0.03% -10,731 Timeline TOV 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: 32,387 shares; 2025Q4: 31,898 shares; 2026Q1: 32,064 shares 32,064 $876K 0.03% +166 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: 7,427 shares; 2024Q4: 7,451 shares; 2025Q1: 7,333 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares; 2025Q4: 7,434 shares; 2026Q1: 7,779 shares 7,779 $853K 0.03% +345 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,292 shares; 2024Q4: 63,884 shares; 2025Q1: 62,069 shares; 2025Q2: 58,794 shares; 2025Q3: 58,794 shares; 2025Q4: 58,397 shares; 2026Q1: 58,397 shares 58,397 $839K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,908 shares; 2025Q1: 3,521 shares; 2025Q2: 3,526 shares; 2025Q3: 3,341 shares; 2025Q4: 3,322 shares; 2026Q1: 3,478 shares 3,478 $822K 0.03% +156 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: 32,718 shares; 2024Q4: 23,942 shares; 2025Q1: 23,792 shares; 2025Q2: 23,792 shares; 2025Q3: 23,792 shares; 2025Q4: 24,140 shares; 2026Q1: 23,792 shares 23,792 $784K 0.03% -348 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: 9,078 shares; 2024Q4: 10,481 shares; 2025Q1: 8,298 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 6,701 shares; 2026Q1: 8,170 shares 8,170 $740K 0.02% +1,469 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: 2,682 shares; 2024Q4: 2,676 shares; 2025Q1: 2,644 shares; 2025Q2: 2,697 shares; 2025Q3: 1,321 shares; 2025Q4: 1,400 shares; 2026Q1: 1,469 shares 1,469 $734K 0.02% +69 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,569 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 4,682 shares; 2026Q1: 5,411 shares 5,411 $732K 0.02% +729 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: 8,129 shares; 2024Q4: 7,928 shares; 2025Q1: 9,103 shares; 2025Q2: 7,548 shares; 2025Q3: 6,396 shares; 2025Q4: 6,514 shares; 2026Q1: 9,619 shares 9,619 $731K 0.02% +3,105 Timeline FNDX 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: 8,456 shares; 2024Q4: 25,367 shares; 2025Q1: 25,367 shares; 2025Q2: 25,367 shares; 2025Q3: 25,367 shares; 2025Q4: 36,395 shares; 2026Q1: 25,367 shares 25,367 $706K 0.02% -11,028 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: 3,263 shares; 2024Q4: 3,207 shares; 2025Q1: 2,927 shares; 2025Q2: 2,840 shares; 2025Q3: 2,529 shares; 2025Q4: 2,732 shares; 2026Q1: 2,821 shares 2,821 $684K 0.02% +89 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: 64,753 shares; 2024Q4: 63,355 shares; 2025Q1: 61,602 shares; 2025Q2: 61,125 shares; 2025Q3: 58,862 shares; 2025Q4: 57,657 shares; 2026Q1: 6,362 shares 6,362 $653K 0.02% -51,295 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: 2,191 shares; 2024Q4: 2,059 shares; 2025Q1: 2,562 shares; 2025Q2: 2,037 shares; 2025Q3: 1,960 shares; 2025Q4: 1,977 shares; 2026Q1: 2,091 shares 2,091 $650K 0.02% +114 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: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 779 shares; 2025Q3: 744 shares; 2025Q4: 800 shares; 2026Q1: 893 shares 893 $633K 0.02% +93 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 33,107 shares; 2026Q1: 33,107 shares 33,107 $625K 0.02% 0 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: 3,265 shares; 2024Q4: 3,165 shares; 2025Q1: 3,588 shares; 2025Q2: 3,166 shares; 2025Q3: 3,159 shares; 2025Q4: 3,206 shares; 2026Q1: 3,136 shares 3,136 $605K 0.02% -70 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: 3,664 shares; 2024Q4: 6,108 shares; 2025Q1: 8,228 shares; 2025Q2: 2,985 shares; 2025Q3: 7,404 shares; 2025Q4: 7,396 shares; 2026Q1: 7,924 shares 7,924 $584K 0.02% +528 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: 6,457 shares; 2024Q4: 7,955 shares; 2025Q1: 6,591 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,669 shares; 2026Q1: 6,560 shares 6,560 $578K 0.02% -109 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: 4,929 shares; 2024Q4: 4,682 shares; 2025Q1: 4,484 shares; 2025Q2: 4,704 shares; 2025Q3: 2,833 shares; 2025Q4: 3,648 shares; 2026Q1: 3,892 shares 3,892 $573K 0.02% +244 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: 5,748 shares; 2024Q4: 5,748 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 5,853 shares; 2026Q1: 6,045 shares 6,045 $568K 0.02% +192 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,743 shares; 2025Q2: 2,816 shares; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares; 2026Q1: 2,614 shares 2,614 $559K 0.02% +92 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: 2,574 shares; 2024Q4: 2,452 shares; 2025Q1: 2,457 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,200 shares; 2026Q1: 2,250 shares 2,250 $546K 0.02% +50 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,057 shares; 2026Q1: 1,144 shares 1,144 $527K 0.02% +87 Timeline DFAT 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: 9,359 shares; 2024Q4: 8,652 shares; 2025Q1: 8,652 shares; 2025Q2: 8,652 shares; 2025Q3: 8,652 shares; 2025Q4: 8,128 shares; 2026Q1: 8,128 shares 8,128 $508K 0.02% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,141 shares; 2025Q3: 19,359 shares; 2025Q4: 20,289 shares; 2026Q1: 18,054 shares 18,054 $490K 0.02% -2,235 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: 3,683 shares; 2024Q4: 2,943 shares; 2025Q1: 3,249 shares; 2025Q2: 3,429 shares; 2025Q3: 3,227 shares; 2025Q4: 3,145 shares; 2026Q1: 3,155 shares 3,155 $490K 0.02% +10 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $486K 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,258 shares; 2025Q1: 2,289 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,299 shares; 2026Q1: 2,326 shares 2,326 $473K 0.02% +27 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: 27,135 shares; 2024Q4: 25,993 shares; 2025Q1: 25,651 shares; 2025Q2: 26,100 shares; 2025Q3: 2,286 shares; 2025Q4: 2,313 shares; 2026Q1: 2,482 shares 2,482 $471K 0.02% +169 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 10,925 shares; 2025Q1: 10,925 shares; 2025Q2: 10,925 shares; 2025Q3: 10,925 shares; 2025Q4: 9,187 shares; 2026Q1: 9,276 shares 9,276 $448K 0.02% +89 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: 5,623 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares; 2026Q1: 5,623 shares 5,623 $441K 0.01% 0 Timeline NUDM 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: 11,970 shares; 2024Q4: 12,848 shares; 2025Q1: 11,970 shares; 2025Q2: 11,970 shares; 2025Q3: 11,970 shares; 2025Q4: 11,970 shares; 2026Q1: 11,970 shares 11,970 $432K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,852 shares; 2025Q1: 1,843 shares; 2025Q2: 1,817 shares; 2025Q3: 1,447 shares; 2025Q4: 1,491 shares; 2026Q1: 1,520 shares 1,520 $431K 0.01% +29 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: 13,701 shares; 2024Q4: 13,496 shares; 2025Q1: 13,228 shares; 2025Q2: 13,164 shares; 2025Q3: 6,029 shares; 2025Q4: 5,921 shares; 2026Q1: 5,980 shares 5,980 $430K 0.01% +59 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: 6,718 shares; 2024Q4: 6,201 shares; 2025Q1: 4,987 shares; 2025Q2: 4,997 shares; 2025Q3: 4,997 shares; 2025Q4: 5,258 shares; 2026Q1: 5,347 shares 5,347 $426K 0.01% +89 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares 3,038 $401K 0.01% 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: 16,949 shares; 2024Q4: 17,621 shares; 2025Q1: 17,652 shares; 2025Q2: 17,323 shares; 2025Q3: 3,823 shares; 2025Q4: 3,605 shares; 2026Q1: 5,595 shares 5,595 $390K 0.01% +1,990 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: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 3,053 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,678 shares 2,678 $389K 0.01% -6 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,417 shares; 2025Q3: 4,417 shares; 2025Q4: 4,417 shares; 2026Q1: 4,417 shares 4,417 $370K 0.01% 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 774 shares; 2025Q2: 792 shares; 2025Q3: 743 shares; 2025Q4: 704 shares; 2026Q1: 744 shares 744 $369K 0.01% +40 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: not reported; 2024Q4: 361 shares; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 407 shares; 2026Q1: 433 shares 433 $366K 0.01% +26 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,629 shares; 2025Q2: 10,061 shares; 2025Q3: 10,061 shares; 2025Q4: 10,061 shares; 2026Q1: 10,061 shares 10,061 $340K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,095 shares; 2025Q1: 2,082 shares; 2025Q2: 2,072 shares; 2025Q3: 973 shares; 2025Q4: 976 shares; 2026Q1: 1,094 shares 1,094 $331K 0.01% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares 2,660 $331K 0.01% new 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: 407 shares; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 477 shares; 2025Q4: 491 shares; 2026Q1: 469 shares 469 $327K 0.01% -22 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,957 shares; 2025Q3: 1,792 shares; 2025Q4: 1,855 shares; 2026Q1: 1,958 shares 1,958 $324K 0.01% +103 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: 692 shares; 2024Q4: 684 shares; 2025Q1: 613 shares; 2025Q2: 632 shares; 2025Q3: 618 shares; 2025Q4: 649 shares; 2026Q1: 753 shares 753 $320K 0.01% +104 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: 409 shares; 2025Q3: 376 shares; 2025Q4: 366 shares; 2026Q1: 365 shares 365 $318K 0.01% -1 Timeline QQQM 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: 1,109 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,197 shares; 2026Q1: 1,319 shares 1,319 $313K 0.01% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares 228 $301K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: 3,127 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,193 shares 3,193 $297K 0.01% +68 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: 4,036 shares; 2024Q4: 3,835 shares; 2025Q1: 4,662 shares; 2025Q2: 2,910 shares; 2025Q3: not reported; 2025Q4: 2,304 shares; 2026Q1: 2,449 shares 2,449 $295K 0.01% +145 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857,256 shares; 2024Q4: 1,558,773 shares; 2025Q1: 21,204 shares; 2025Q2: 16,855 shares; 2025Q3: 12,929 shares; 2025Q4: 12,929 shares; 2026Q1: 12,664 shares 12,664 $290K 0.01% -265 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: 2,533 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 2,807 shares; 2025Q3: 2,407 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares 2,322 $289K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,808 shares 1,808 $274K 0.01% +308 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: not reported; 2025Q1: 2,633 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,640 shares; 2026Q1: 5,830 shares 5,830 $271K 0.01% +190 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: 707 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 762 shares 762 $268K 0.01% -63 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: 3,571 shares; 2024Q4: 3,459 shares; 2025Q1: 2,490 shares; 2025Q2: 3,097 shares; 2025Q3: 2,978 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares 2,832 $266K 0.01% 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: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 508 shares; 2026Q1: 541 shares 541 $266K 0.01% +33 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 4,182 shares; 2025Q2: 3,314 shares; 2025Q3: 2,724 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares 2,235 $265K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,397 shares; 2025Q4: 4,397 shares; 2026Q1: 5,421 shares 5,421 $264K 0.01% +1,024 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 6,965 shares; 2025Q1: 6,965 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares; 2026Q1: 6,965 shares 6,965 $261K 0.01% 0 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: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,002 shares 2,002 $255K 0.01% -42 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: 1,462 shares; 2024Q4: 1,452 shares; 2025Q1: 1,351 shares; 2025Q2: 1,336 shares; 2025Q3: 1,332 shares; 2025Q4: 1,230 shares; 2026Q1: 1,303 shares 1,303 $253K 0.01% +73 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: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares 2,118 $251K 0.01% 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: 337 shares; 2025Q4: not reported; 2026Q1: 363 shares 363 $248K 0.01% new Timeline FNDA 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: 3,780 shares; 2024Q4: 7,559 shares; 2025Q1: 7,559 shares; 2025Q2: 7,559 shares; 2025Q3: 7,559 shares; 2025Q4: 8,010 shares; 2026Q1: 7,559 shares 7,559 $245K 0.01% -451 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: 2,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,813 shares 1,813 $239K 0.01% new 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: 3,336 shares; 2024Q4: not reported; 2025Q1: 11,169 shares; 2025Q2: 2,964 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares 3,057 $236K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares 1,415 $233K 0.01% new 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: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,223 shares; 2025Q2: 2,874 shares; 2025Q3: 2,700 shares; 2025Q4: 2,725 shares; 2026Q1: 2,594 shares 2,594 $232K 0.01% -131 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,988 shares; 2025Q2: 61,988 shares; 2025Q3: 49,697 shares; 2025Q4: 39,697 shares; 2026Q1: 39,697 shares 39,697 $231K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,450 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares; 2026Q1: 1,821 shares 1,821 $222K 0.01% -142 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares 2,381 $220K 0.01% 0 Timeline IAT 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: 4,090 shares; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares 4,090 $220K 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: 3,482 shares; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: not reported; 2026Q1: 3,591 shares 3,591 $220K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 2,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares 1,609 $211K 0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745 $207K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,859 shares 1,859 $207K 0.01% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 471 shares 471 $205K 0.01% +63 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 27,417 shares; 2025Q1: 13,155 shares; 2025Q2: 15,503 shares; 2025Q3: 15,832 shares; 2025Q4: 13,832 shares; 2026Q1: 13,832 shares 13,832 $204K 0.01% 0 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: 5,934 shares; 2024Q4: 5,264 shares; 2025Q1: 5,097 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,353 shares 3,353 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,791 shares 3,791 $200K 0.01% new Timeline EXFY EXPENSIFY INC More: the full row for EXPENSIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,189 shares; 2024Q4: 27,189 shares; 2025Q1: 24,102 shares; 2025Q2: 20,314 shares; 2025Q3: 20,314 shares; 2025Q4: 20,314 shares; 2026Q1: 20,314 shares 20,314 $17.7K <0.01% 0 Timeline PMVP PMV PHARMACEUTICALS INC More: the full row for PMV 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: not reported; 2025Q4: not reported; 2026Q1: 12,539 shares 12,539 $15.5K <0.01% new Timeline