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: 202,049 shares; 2024Q4: 202,956 shares; 2025Q1: 101,902 shares; 2025Q2: 102,420 shares; 2025Q3: 102,156 shares; 2025Q4: 101,817 shares; 2026Q1: 101,693 shares 101,693 $66.1M 6.27% -124 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483,764 shares; 2024Q4: 1,485,905 shares; 2025Q1: 708,605 shares; 2025Q2: 717,485 shares; 2025Q3: 725,924 shares; 2025Q4: 720,467 shares; 2026Q1: 746,648 shares 746,648 $59M 5.6% +26,181 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: 684,939 shares; 2024Q4: 686,669 shares; 2025Q1: 607,864 shares; 2025Q2: 635,250 shares; 2025Q3: 493,012 shares; 2025Q4: 450,052 shares; 2026Q1: 586,787 shares 586,787 $53.1M 5.04% +136,735 Timeline DYNF 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: 584,390 shares; 2025Q2: 659,396 shares; 2025Q3: 766,528 shares; 2025Q4: 795,656 shares; 2026Q1: 831,001 shares 831,001 $48.3M 4.59% +35,345 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: 25,655 shares; 2024Q4: 26,028 shares; 2025Q1: 80,707 shares; 2025Q2: 45,089 shares; 2025Q3: 45,020 shares; 2025Q4: 46,235 shares; 2026Q1: 67,819 shares 67,819 $44.3M 4.2% +21,584 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 444,575 shares; 2025Q2: 517,826 shares; 2025Q3: 537,900 shares; 2025Q4: 693,535 shares; 2026Q1: 712,981 shares 712,981 $40.3M 3.83% +19,446 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,881 shares; 2024Q4: 37,141 shares; 2025Q1: 399,967 shares; 2025Q2: 385,186 shares; 2025Q3: 373,074 shares; 2025Q4: 382,010 shares; 2026Q1: 405,208 shares 405,208 $39.7M 3.76% +23,198 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: 452,053 shares; 2024Q4: 456,619 shares; 2025Q1: 324,418 shares; 2025Q2: 321,916 shares; 2025Q3: 499,937 shares; 2025Q4: 582,828 shares; 2026Q1: 538,869 shares 538,869 $37.6M 3.57% -43,959 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: 121,519 shares; 2024Q4: 117,993 shares; 2025Q1: 125,455 shares; 2025Q2: 119,815 shares; 2025Q3: 131,935 shares; 2025Q4: 133,205 shares; 2026Q1: 131,636 shares 131,636 $33.4M 3.17% -1,569 Timeline SPTL 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: 375,689 shares; 2024Q4: 379,590 shares; 2025Q1: 751,414 shares; 2025Q2: 1,089,728 shares; 2025Q3: 1,018,887 shares; 2025Q4: 943,628 shares; 2026Q1: 1,016,514 shares 1,016,514 $26.7M 2.54% +72,886 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,618 shares; 2024Q4: 13,917 shares; 2025Q1: 215,280 shares; 2025Q2: 206,335 shares; 2025Q3: 186,240 shares; 2025Q4: 125,154 shares; 2026Q1: 127,412 shares 127,412 $24.4M 2.32% +2,258 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: 253,799 shares; 2025Q3: 447,278 shares; 2025Q4: 498,801 shares; 2026Q1: 622,968 shares 622,968 $20.5M 1.95% +124,167 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: 41,787 shares; 2024Q4: 44,557 shares; 2025Q1: 372,362 shares; 2025Q2: 373,523 shares; 2025Q3: 369,104 shares; 2025Q4: 385,786 shares; 2026Q1: 376,271 shares 376,271 $18.2M 1.72% -9,515 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 10,371 shares; 2025Q1: 275,302 shares; 2025Q2: 281,857 shares; 2025Q3: 288,393 shares; 2025Q4: 301,134 shares; 2026Q1: 295,835 shares 295,835 $17.5M 1.66% -5,299 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: 82,032 shares; 2024Q4: 82,733 shares; 2025Q1: 86,996 shares; 2025Q2: 84,941 shares; 2025Q3: 84,920 shares; 2025Q4: 85,060 shares; 2026Q1: 83,268 shares 83,268 $17.3M 1.65% -1,792 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: 60,042 shares; 2024Q4: 60,160 shares; 2025Q1: 61,643 shares; 2025Q2: 61,868 shares; 2025Q3: 62,329 shares; 2025Q4: 61,978 shares; 2026Q1: 60,409 shares 60,409 $17.3M 1.64% -1,569 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: 76,599 shares; 2024Q4: 84,760 shares; 2025Q1: 97,162 shares; 2025Q2: 98,335 shares; 2025Q3: 97,976 shares; 2025Q4: 97,854 shares; 2026Q1: 95,891 shares 95,891 $16.7M 1.59% -1,963 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,889 shares; 2025Q4: 162,478 shares; 2026Q1: 228,543 shares 228,543 $16.2M 1.54% +66,065 Timeline MTUM 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: 35,580 shares; 2025Q2: 34,599 shares; 2025Q3: 34,732 shares; 2025Q4: 60,361 shares; 2026Q1: 62,582 shares 62,582 $15M 1.42% +2,221 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: 36,274 shares; 2024Q4: 37,127 shares; 2025Q1: 40,668 shares; 2025Q2: 40,560 shares; 2025Q3: 40,538 shares; 2025Q4: 38,803 shares; 2026Q1: 40,366 shares 40,366 $14.9M 1.42% +1,563 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: 46,891 shares; 2024Q4: 47,148 shares; 2025Q1: 48,114 shares; 2025Q2: 48,068 shares; 2025Q3: 48,091 shares; 2025Q4: 47,307 shares; 2026Q1: 46,314 shares 46,314 $13.6M 1.29% -993 Timeline THRO 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: 338,479 shares; 2025Q3: 343,513 shares; 2025Q4: 349,279 shares; 2026Q1: 368,219 shares 368,219 $13.3M 1.27% +18,940 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: 125,970 shares; 2024Q4: 126,103 shares; 2025Q1: 48,122 shares; 2025Q2: 43,889 shares; 2025Q3: 42,928 shares; 2025Q4: 41,462 shares; 2026Q1: 40,801 shares 40,801 $12.8M 1.21% -661 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: 182,078 shares; 2024Q4: 183,032 shares; 2025Q1: 67,364 shares; 2025Q2: 59,836 shares; 2025Q3: 58,512 shares; 2025Q4: 56,128 shares; 2026Q1: 54,253 shares 54,253 $11.8M 1.12% -1,875 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: 10,487 shares; 2024Q4: 10,458 shares; 2025Q1: 140,023 shares; 2025Q2: 164,794 shares; 2025Q3: 190,826 shares; 2025Q4: 186,414 shares; 2026Q1: 132,862 shares 132,862 $11.7M 1.11% -53,552 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: 41,344 shares; 2024Q4: 41,584 shares; 2025Q1: 42,395 shares; 2025Q2: 42,651 shares; 2025Q3: 42,775 shares; 2025Q4: 86,324 shares; 2026Q1: 85,639 shares 85,639 $11.4M 1.08% -685 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450,018 shares 450,018 $10.3M 0.98% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,969 shares; 2024Q4: 147,404 shares; 2025Q1: 146,868 shares; 2025Q2: 158,631 shares; 2025Q3: 157,259 shares; 2025Q4: 143,950 shares; 2026Q1: 142,575 shares 142,575 $10M 0.95% -1,375 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: 26,219 shares; 2024Q4: 28,631 shares; 2025Q1: 29,520 shares; 2025Q2: 34,189 shares; 2025Q3: 34,007 shares; 2025Q4: 33,422 shares; 2026Q1: 32,191 shares 32,191 $9.96M 0.95% -1,231 Timeline PZA 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: not reported; 2025Q2: not reported; 2025Q3: 185,664 shares; 2025Q4: 202,280 shares; 2026Q1: 424,429 shares 424,429 $9.75M 0.93% +222,149 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: 31,055 shares; 2024Q4: 31,591 shares; 2025Q1: 38,495 shares; 2025Q2: 39,495 shares; 2025Q3: 39,448 shares; 2025Q4: 32,228 shares; 2026Q1: 32,338 shares 32,338 $9.3M 0.88% +110 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: 47,096 shares; 2024Q4: 47,938 shares; 2025Q1: 48,750 shares; 2025Q2: 49,011 shares; 2025Q3: 48,351 shares; 2025Q4: 48,121 shares; 2026Q1: 47,466 shares 47,466 $9.16M 0.87% -655 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: 11,162 shares; 2024Q4: 9,157 shares; 2025Q1: 9,507 shares; 2025Q2: 9,729 shares; 2025Q3: 9,760 shares; 2025Q4: 9,827 shares; 2026Q1: 9,699 shares 9,699 $8.92M 0.85% -128 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: 12,627 shares; 2024Q4: 12,308 shares; 2025Q1: 12,887 shares; 2025Q2: 12,416 shares; 2025Q3: 12,405 shares; 2025Q4: 13,387 shares; 2026Q1: 13,377 shares 13,377 $7.72M 0.73% -10 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: 26,516 shares; 2024Q4: 26,676 shares; 2025Q1: 27,359 shares; 2025Q2: 27,413 shares; 2025Q3: 27,034 shares; 2025Q4: 26,917 shares; 2026Q1: 25,124 shares 25,124 $7.59M 0.72% -1,793 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,994 shares; 2024Q4: 28,666 shares; 2025Q1: 29,912 shares; 2025Q2: 29,036 shares; 2025Q3: 29,017 shares; 2025Q4: 28,826 shares; 2026Q1: 28,620 shares 28,620 $7.07M 0.67% -206 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: 88,647 shares; 2024Q4: 93,323 shares; 2025Q1: 91,148 shares; 2025Q2: 94,828 shares; 2025Q3: 87,993 shares; 2025Q4: 88,080 shares; 2026Q1: 87,529 shares 87,529 $6.7M 0.64% -551 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: 11,268 shares; 2024Q4: 11,374 shares; 2025Q1: 11,672 shares; 2025Q2: 11,347 shares; 2025Q3: 11,190 shares; 2025Q4: 11,463 shares; 2026Q1: 11,330 shares 11,330 $6.48M 0.61% -133 Timeline IAGG 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: 6,767 shares; 2025Q4: 6,641 shares; 2026Q1: 125,443 shares 125,443 $6.28M 0.6% +118,802 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: 48,349 shares; 2024Q4: 48,721 shares; 2025Q1: 50,106 shares; 2025Q2: 49,552 shares; 2025Q3: 49,602 shares; 2025Q4: 50,130 shares; 2026Q1: 49,989 shares 49,989 $6.21M 0.59% -141 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: 24,888 shares; 2024Q4: 25,136 shares; 2025Q1: 25,602 shares; 2025Q2: 25,888 shares; 2025Q3: 26,021 shares; 2025Q4: 26,124 shares; 2026Q1: 26,225 shares 26,225 $5.7M 0.54% +101 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,442 shares; 2024Q4: 9,482 shares; 2025Q1: 7,719 shares; 2025Q2: 7,818 shares; 2025Q3: 7,842 shares; 2025Q4: 9,300 shares; 2026Q1: 9,233 shares 9,233 $5.58M 0.53% -67 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: 47,078 shares; 2024Q4: 47,078 shares; 2025Q1: 53,608 shares; 2025Q2: 62,299 shares; 2025Q3: 62,299 shares; 2025Q4: 62,299 shares; 2026Q1: 72,040 shares 72,040 $5.56M 0.53% +9,741 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: 5,391 shares; 2024Q4: 5,412 shares; 2025Q1: 5,700 shares; 2025Q2: 5,774 shares; 2025Q3: 5,794 shares; 2025Q4: 5,799 shares; 2026Q1: 6,360 shares 6,360 $5.38M 0.51% +561 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: 4,824 shares; 2025Q1: 4,955 shares; 2025Q2: 5,012 shares; 2025Q3: 5,027 shares; 2025Q4: 5,022 shares; 2026Q1: 4,976 shares 4,976 $4.79M 0.45% -46 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,659 shares; 2025Q2: 43,793 shares; 2025Q3: 45,850 shares; 2025Q4: 46,654 shares; 2026Q1: 49,105 shares 49,105 $4.66M 0.44% +2,451 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: 5,784 shares; 2024Q4: 5,894 shares; 2025Q1: 6,473 shares; 2025Q2: 6,481 shares; 2025Q3: 6,480 shares; 2025Q4: 6,439 shares; 2026Q1: 6,425 shares 6,425 $4.55M 0.43% -14 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: 17,828 shares; 2024Q4: 17,919 shares; 2025Q1: 18,630 shares; 2025Q2: 18,888 shares; 2025Q3: 18,694 shares; 2025Q4: 18,811 shares; 2026Q1: 18,623 shares 18,623 $4.21M 0.4% -188 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: 6,347 shares; 2024Q4: 6,416 shares; 2025Q1: 6,728 shares; 2025Q2: 16,316 shares; 2025Q3: 17,204 shares; 2025Q4: 21,679 shares; 2026Q1: 24,684 shares 24,684 $4.19M 0.4% +3,005 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: 54,761 shares; 2024Q4: 54,783 shares; 2025Q1: 54,902 shares; 2025Q2: 54,724 shares; 2025Q3: 55,043 shares; 2025Q4: 55,047 shares; 2026Q1: 54,494 shares 54,494 $4.14M 0.39% -553 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: 40,984 shares; 2024Q4: 40,406 shares; 2025Q1: 35,945 shares; 2025Q2: 33,636 shares; 2025Q3: 32,559 shares; 2025Q4: 33,194 shares; 2026Q1: 32,906 shares 32,906 $3.96M 0.38% -288 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: 188,400 shares; 2024Q4: 186,634 shares; 2025Q1: 63,357 shares; 2025Q2: 48,286 shares; 2025Q3: 39,379 shares; 2025Q4: 22,980 shares; 2026Q1: 20,408 shares 20,408 $3.92M 0.37% -2,572 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: 91,219 shares; 2024Q4: 85,172 shares; 2025Q1: 81,153 shares; 2025Q2: 65,928 shares; 2025Q3: 66,216 shares; 2025Q4: 63,699 shares; 2026Q1: 60,565 shares 60,565 $3.88M 0.37% -3,134 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,482 shares; 2024Q4: 32,513 shares; 2025Q1: 33,233 shares; 2025Q2: 33,757 shares; 2025Q3: 33,863 shares; 2025Q4: 35,089 shares; 2026Q1: 35,679 shares 35,679 $3.75M 0.36% +590 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: 28,515 shares; 2024Q4: 28,802 shares; 2025Q1: 30,048 shares; 2025Q2: 30,237 shares; 2025Q3: 28,930 shares; 2025Q4: 28,769 shares; 2026Q1: 28,272 shares 28,272 $3.7M 0.35% -497 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: 8,260 shares; 2024Q4: 8,351 shares; 2025Q1: 8,720 shares; 2025Q2: 7,994 shares; 2025Q3: 8,026 shares; 2025Q4: 9,965 shares; 2026Q1: 9,697 shares 9,697 $3.6M 0.34% -268 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: 3,276 shares; 2024Q4: 3,347 shares; 2025Q1: 3,478 shares; 2025Q2: 3,523 shares; 2025Q3: 3,508 shares; 2025Q4: 3,488 shares; 2026Q1: 3,472 shares 3,472 $3.46M 0.33% -16 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,240 shares; 2025Q2: 90,776 shares; 2025Q3: 32,803 shares; 2025Q4: 36,210 shares; 2026Q1: 18,957 shares 18,957 $3.44M 0.33% -17,253 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: 20,159 shares; 2024Q4: 20,319 shares; 2025Q1: 21,235 shares; 2025Q2: 20,191 shares; 2025Q3: 20,162 shares; 2025Q4: 17,428 shares; 2026Q1: 17,339 shares 17,339 $3.44M 0.33% -89 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,705 shares; 2024Q4: 30,770 shares; 2025Q1: 31,515 shares; 2025Q2: 32,368 shares; 2025Q3: 32,858 shares; 2025Q4: 32,552 shares; 2026Q1: 28,775 shares 28,775 $3.31M 0.31% -3,777 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,226 shares; 2025Q2: 44,209 shares; 2025Q3: 117,085 shares; 2025Q4: 128,919 shares; 2026Q1: 68,778 shares 68,778 $3.3M 0.31% -60,141 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: 9,240 shares; 2024Q4: 9,361 shares; 2025Q1: 9,505 shares; 2025Q2: 9,549 shares; 2025Q3: 9,547 shares; 2025Q4: 9,545 shares; 2026Q1: 9,137 shares 9,137 $3.01M 0.29% -408 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: 32,087 shares; 2024Q4: 32,380 shares; 2025Q1: 33,745 shares; 2025Q2: 33,662 shares; 2025Q3: 33,129 shares; 2025Q4: 32,536 shares; 2026Q1: 32,069 shares 32,069 $2.98M 0.28% -467 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: 31,647 shares; 2024Q4: 39,134 shares; 2025Q1: 40,514 shares; 2025Q2: 60,090 shares; 2025Q3: 60,279 shares; 2025Q4: 60,410 shares; 2026Q1: 60,403 shares 60,403 $2.94M 0.28% -7 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: 8,943 shares; 2024Q4: 8,994 shares; 2025Q1: 9,194 shares; 2025Q2: 9,451 shares; 2025Q3: 9,486 shares; 2025Q4: 9,337 shares; 2026Q1: 9,298 shares 9,298 $2.89M 0.27% -39 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: 27,375 shares; 2024Q4: 27,662 shares; 2025Q1: 29,686 shares; 2025Q2: 30,292 shares; 2025Q3: 30,259 shares; 2025Q4: 60,882 shares; 2026Q1: 60,370 shares 60,370 $2.77M 0.26% -512 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: 14,200 shares; 2024Q4: 14,517 shares; 2025Q1: 14,245 shares; 2025Q2: 13,783 shares; 2025Q3: 13,790 shares; 2025Q4: 13,803 shares; 2026Q1: 13,806 shares 13,806 $2.71M 0.26% +3 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: 28,011 shares; 2024Q4: 26,986 shares; 2025Q1: 22,511 shares; 2025Q2: 22,360 shares; 2025Q3: 21,797 shares; 2025Q4: 21,455 shares; 2026Q1: 20,325 shares 20,325 $2.68M 0.25% -1,130 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: 17,949 shares; 2024Q4: 18,194 shares; 2025Q1: 18,711 shares; 2025Q2: 19,100 shares; 2025Q3: 19,097 shares; 2025Q4: 18,729 shares; 2026Q1: 18,261 shares 18,261 $2.64M 0.25% -468 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 17,105 shares; 2025Q1: 17,760 shares; 2025Q2: 18,146 shares; 2025Q3: 18,008 shares; 2025Q4: 17,758 shares; 2026Q1: 17,587 shares 17,587 $2.54M 0.24% -171 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: 11,091 shares; 2024Q4: 10,756 shares; 2025Q1: 10,714 shares; 2025Q2: 10,893 shares; 2025Q3: 10,436 shares; 2025Q4: 10,330 shares; 2026Q1: 10,122 shares 10,122 $2.47M 0.23% -208 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,945 shares; 2024Q4: 25,785 shares; 2025Q1: 22,284 shares; 2025Q2: 20,875 shares; 2025Q3: 19,665 shares; 2025Q4: 18,874 shares; 2026Q1: 18,877 shares 18,877 $2.29M 0.22% +3 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,323 shares; 2024Q4: 33,442 shares; 2025Q1: 35,441 shares; 2025Q2: 36,422 shares; 2025Q3: 37,604 shares; 2025Q4: 35,180 shares; 2026Q1: 35,044 shares 35,044 $2.28M 0.22% -136 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: 33,403 shares; 2025Q2: 49,471 shares; 2025Q3: 89,517 shares; 2025Q4: 91,972 shares; 2026Q1: 6,730 shares 6,730 $2.14M 0.2% -85,242 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: 23,326 shares; 2024Q4: 23,513 shares; 2025Q1: 23,906 shares; 2025Q2: 24,330 shares; 2025Q3: 24,360 shares; 2025Q4: 23,991 shares; 2026Q1: 23,763 shares 23,763 $2.13M 0.2% -228 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 5,561 shares; 2025Q1: 5,794 shares; 2025Q2: 5,256 shares; 2025Q3: 5,131 shares; 2025Q4: 5,121 shares; 2026Q1: 25,751 shares 25,751 $2.13M 0.2% +20,630 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,576 shares; 2024Q4: 22,764 shares; 2025Q1: 23,881 shares; 2025Q2: 20,790 shares; 2025Q3: 20,654 shares; 2025Q4: 20,390 shares; 2026Q1: 20,344 shares 20,344 $1.89M 0.18% -46 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: 3,565 shares; 2024Q4: 3,588 shares; 2025Q1: 3,777 shares; 2025Q2: 3,805 shares; 2025Q3: 3,795 shares; 2025Q4: 3,721 shares; 2026Q1: 3,676 shares 3,676 $1.84M 0.17% -45 Timeline XLP 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: 21,411 shares; 2024Q4: 21,594 shares; 2025Q1: 21,605 shares; 2025Q2: 21,966 shares; 2025Q3: 21,843 shares; 2025Q4: 22,084 shares; 2026Q1: 21,809 shares 21,809 $1.79M 0.17% -275 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: 3,814 shares; 2024Q4: 3,819 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,754 shares; 2025Q4: 3,704 shares; 2026Q1: 5,531 shares 5,531 $1.77M 0.17% +1,827 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: 7,259 shares; 2024Q4: 14,727 shares; 2025Q1: 15,560 shares; 2025Q2: 15,581 shares; 2025Q3: 15,657 shares; 2025Q4: 15,622 shares; 2026Q1: 15,655 shares 15,655 $1.76M 0.17% +33 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: 89,059 shares; 2024Q4: 88,715 shares; 2025Q1: 33,245 shares; 2025Q2: 26,542 shares; 2025Q3: 22,956 shares; 2025Q4: 21,274 shares; 2026Q1: 19,739 shares 19,739 $1.75M 0.17% -1,535 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: 5,395 shares; 2024Q4: 5,441 shares; 2025Q1: 5,638 shares; 2025Q2: 5,652 shares; 2025Q3: 5,592 shares; 2025Q4: 5,430 shares; 2026Q1: 5,441 shares 5,441 $1.71M 0.16% +11 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 13,638 shares; 2025Q1: 13,848 shares; 2025Q2: 14,494 shares; 2025Q3: 14,729 shares; 2025Q4: 15,047 shares; 2026Q1: 15,087 shares 15,087 $1.71M 0.16% +40 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: 3,230 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,714 shares; 2025Q3: 3,732 shares; 2025Q4: 3,577 shares; 2026Q1: 3,560 shares 3,560 $1.71M 0.16% -17 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: 9,099 shares; 2024Q4: 8,850 shares; 2025Q1: 8,993 shares; 2025Q2: 9,142 shares; 2025Q3: 8,724 shares; 2025Q4: 8,910 shares; 2026Q1: 8,749 shares 8,749 $1.66M 0.16% -161 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 22,637 shares; 2025Q1: 20,381 shares; 2025Q2: 19,742 shares; 2025Q3: 60,616 shares; 2025Q4: 24,595 shares; 2026Q1: 14,624 shares 14,624 $1.61M 0.15% -9,971 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 9,785 shares; 2025Q1: 10,184 shares; 2025Q2: 9,344 shares; 2025Q3: 9,283 shares; 2025Q4: 9,083 shares; 2026Q1: 8,832 shares 8,832 $1.59M 0.15% -251 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 3,770 shares; 2025Q1: 3,895 shares; 2025Q2: 4,086 shares; 2025Q3: 4,082 shares; 2025Q4: 4,095 shares; 2026Q1: 4,072 shares 4,072 $1.59M 0.15% -23 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: 37,309 shares; 2025Q1: 21,309 shares; 2025Q2: 21,309 shares; 2025Q3: 21,309 shares; 2025Q4: 21,309 shares; 2026Q1: 20,439 shares 20,439 $1.53M 0.15% -870 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: 1,543 shares; 2024Q4: 1,535 shares; 2025Q1: 1,536 shares; 2025Q2: 1,392 shares; 2025Q3: 1,399 shares; 2025Q4: 4,296 shares; 2026Q1: 4,300 shares 4,300 $1.51M 0.14% +4 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,031 shares; 2025Q1: 12,374 shares; 2025Q2: 12,311 shares; 2025Q3: 12,261 shares; 2025Q4: 11,885 shares; 2026Q1: 11,698 shares 11,698 $1.51M 0.14% -187 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: 12,933 shares; 2024Q4: 12,933 shares; 2025Q1: 12,933 shares; 2025Q2: 12,933 shares; 2025Q3: 12,933 shares; 2025Q4: 12,933 shares; 2026Q1: 12,933 shares 12,933 $1.45M 0.14% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 13,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares; 2026Q1: 4,755 shares 4,755 $1.43M 0.14% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,670 shares; 2024Q4: 31,729 shares; 2025Q1: 31,477 shares; 2025Q2: 25,490 shares; 2025Q3: 26,429 shares; 2025Q4: 24,070 shares; 2026Q1: 25,904 shares 25,904 $1.4M 0.13% +1,834 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 18,210 shares; 2025Q1: 18,229 shares; 2025Q2: 18,290 shares; 2025Q3: 18,608 shares; 2025Q4: 19,034 shares; 2026Q1: 19,062 shares 19,062 $1.39M 0.13% +28 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: 17,419 shares; 2024Q4: 17,586 shares; 2025Q1: 17,330 shares; 2025Q2: 17,454 shares; 2025Q3: 17,475 shares; 2025Q4: 17,670 shares; 2026Q1: 17,411 shares 17,411 $1.35M 0.13% -259 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,474 shares; 2024Q4: 22,724 shares; 2025Q1: 21,371 shares; 2025Q2: 21,922 shares; 2025Q3: 21,916 shares; 2025Q4: 21,301 shares; 2026Q1: 20,871 shares 20,871 $1.31M 0.12% -430 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: 2,877 shares; 2024Q4: 2,937 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares; 2025Q4: 2,937 shares; 2026Q1: 2,975 shares 2,975 $1.3M 0.12% +38 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 6,023 shares; 2025Q1: 6,138 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares; 2025Q4: 11,864 shares; 2026Q1: 11,864 shares 11,864 $1.29M 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,107 shares; 2025Q1: 7,952 shares; 2025Q2: 10,005 shares; 2025Q3: 10,396 shares; 2025Q4: 13,371 shares; 2026Q1: 8,738 shares 8,738 $1.29M 0.12% -4,633 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 8,584 shares; 2025Q1: 7,182 shares; 2025Q2: 5,914 shares; 2025Q3: 6,089 shares; 2025Q4: 5,957 shares; 2026Q1: 5,915 shares 5,915 $1.2M 0.11% -42 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: 2,644 shares; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 4,198 shares; 2026Q1: 3,528 shares 3,528 $1.19M 0.11% -670 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,330 shares; 2025Q1: 8,392 shares; 2025Q2: 7,982 shares; 2025Q3: 7,926 shares; 2025Q4: 7,774 shares; 2026Q1: 6,299 shares 6,299 $1.18M 0.11% -1,475 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: 4,337 shares; 2024Q4: 4,408 shares; 2025Q1: 4,764 shares; 2025Q2: 4,857 shares; 2025Q3: 4,985 shares; 2025Q4: 5,554 shares; 2026Q1: 5,628 shares 5,628 $1.16M 0.11% +74 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: not reported; 2025Q2: 7,658 shares; 2025Q3: 7,780 shares; 2025Q4: 7,944 shares; 2026Q1: 7,889 shares 7,889 $1.15M 0.11% -55 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: 7,927 shares; 2024Q4: 7,678 shares; 2025Q1: 7,612 shares; 2025Q2: 7,730 shares; 2025Q3: 7,386 shares; 2025Q4: 7,317 shares; 2026Q1: 7,320 shares 7,320 $1.14M 0.11% +3 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares 4,507 $1.1M 0.1% 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: 3,172 shares; 2024Q4: 2,892 shares; 2025Q1: 3,018 shares; 2025Q2: 3,101 shares; 2025Q3: 3,088 shares; 2025Q4: 3,188 shares; 2026Q1: 3,153 shares 3,153 $1.08M 0.1% -35 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 6,593 shares; 2025Q1: 6,967 shares; 2025Q2: 6,947 shares; 2025Q3: 6,911 shares; 2025Q4: 6,828 shares; 2026Q1: 6,680 shares 6,680 $1.05M 0.1% -148 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: 1,034 shares; 2025Q2: 1,025 shares; 2025Q3: 1,047 shares; 2025Q4: 1,173 shares; 2026Q1: 1,152 shares 1,152 $1.01M 0.1% -21 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: 2,267 shares; 2024Q4: 2,304 shares; 2025Q1: 2,408 shares; 2025Q2: 2,425 shares; 2025Q3: 2,422 shares; 2025Q4: 2,402 shares; 2026Q1: 2,335 shares 2,335 $993K 0.09% -67 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,111 shares; 2025Q1: 5,373 shares; 2025Q2: 5,369 shares; 2025Q3: 6,595 shares; 2025Q4: 4,452 shares; 2026Q1: 4,053 shares 4,053 $985K 0.09% -399 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: 100,678 shares; 2024Q4: 101,526 shares; 2025Q1: 25,703 shares; 2025Q2: 18,230 shares; 2025Q3: 15,464 shares; 2025Q4: 13,369 shares; 2026Q1: 12,367 shares 12,367 $970K 0.09% -1,002 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,673 shares; 2025Q2: 189,081 shares; 2025Q3: 100,390 shares; 2025Q4: 102,689 shares; 2026Q1: 18,610 shares 18,610 $966K 0.09% -84,079 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: 1,369 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares 1,372 $957K 0.09% 0 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: 2,657 shares; 2024Q4: 2,633 shares; 2025Q1: 2,627 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares 2,627 $937K 0.09% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,977 shares; 2024Q4: 12,050 shares; 2025Q1: 10,825 shares; 2025Q2: 10,627 shares; 2025Q3: 9,368 shares; 2025Q4: 9,236 shares; 2026Q1: 9,789 shares 9,789 $936K 0.09% +553 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: 1,819 shares; 2024Q4: 1,834 shares; 2025Q1: 1,849 shares; 2025Q2: 1,812 shares; 2025Q3: 1,795 shares; 2025Q4: 1,709 shares; 2026Q1: 1,712 shares 1,712 $921K 0.09% +3 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares; 2025Q4: 2,736 shares; 2026Q1: 2,736 shares 2,736 $905K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 16,672 shares; 2025Q1: 17,257 shares; 2025Q2: 17,273 shares; 2025Q3: 17,295 shares; 2025Q4: 17,084 shares; 2026Q1: 17,174 shares 17,174 $893K 0.08% +90 Timeline FN FABRINET More: the full row for FABRINET Quarterly 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: 1,738 shares; 2026Q1: 1,702 shares 1,702 $888K 0.08% -36 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,077 shares 11,077 $887K 0.08% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 11,142 shares; 2025Q1: 10,030 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares; 2025Q4: 9,675 shares; 2026Q1: 8,974 shares 8,974 $866K 0.08% -701 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,806 shares; 2025Q1: 6,072 shares; 2025Q2: 6,125 shares; 2025Q3: 6,089 shares; 2025Q4: 4,066 shares; 2026Q1: 3,996 shares 3,996 $854K 0.08% -70 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,711 shares; 2025Q4: 8,920 shares; 2026Q1: 9,118 shares 9,118 $845K 0.08% +198 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: 10,653 shares; 2024Q4: 8,171 shares; 2025Q1: 7,552 shares; 2025Q2: 6,879 shares; 2025Q3: 6,566 shares; 2025Q4: 5,944 shares; 2026Q1: 8,073 shares 8,073 $801K 0.08% +2,129 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: 12,939 shares; 2024Q4: 12,939 shares; 2025Q1: 13,099 shares; 2025Q2: 12,729 shares; 2025Q3: 11,677 shares; 2025Q4: 11,677 shares; 2026Q1: 11,677 shares 11,677 $789K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 8,340 shares; 2025Q1: 8,296 shares; 2025Q2: 8,226 shares; 2025Q3: 8,226 shares; 2025Q4: 7,879 shares; 2026Q1: 7,855 shares 7,855 $764K 0.07% -24 Timeline XBI 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: 10,450 shares; 2024Q4: 9,216 shares; 2025Q1: 8,205 shares; 2025Q2: 6,921 shares; 2025Q3: 6,596 shares; 2025Q4: 5,942 shares; 2026Q1: 5,973 shares 5,973 $763K 0.07% +31 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 6,905 shares; 2025Q1: 6,665 shares; 2025Q2: 6,632 shares; 2025Q3: 6,636 shares; 2025Q4: 6,407 shares; 2026Q1: 6,411 shares 6,411 $727K 0.07% +4 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: 3,371 shares; 2024Q4: 3,366 shares; 2025Q1: 3,367 shares; 2025Q2: 3,368 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares; 2026Q1: 3,120 shares 3,120 $717K 0.07% -249 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: 17,706 shares; 2024Q4: 17,867 shares; 2025Q1: 16,188 shares; 2025Q2: 15,971 shares; 2025Q3: 17,118 shares; 2025Q4: 15,241 shares; 2026Q1: 15,530 shares 15,530 $706K 0.07% +289 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,497 shares; 2025Q1: 6,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares; 2026Q1: 4,111 shares 4,111 $694K 0.07% +2,847 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: 13,800 shares; 2024Q4: 14,009 shares; 2025Q1: 13,066 shares; 2025Q2: 13,079 shares; 2025Q3: 13,004 shares; 2025Q4: 15,712 shares; 2026Q1: 14,397 shares 14,397 $677K 0.06% -1,315 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,901 shares; 2024Q4: 15,901 shares; 2025Q1: 15,901 shares; 2025Q2: 15,901 shares; 2025Q3: 15,901 shares; 2025Q4: 15,901 shares; 2026Q1: 15,438 shares 15,438 $676K 0.06% -463 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,855 shares; 2025Q1: 1,938 shares; 2025Q2: 1,957 shares; 2025Q3: 1,926 shares; 2025Q4: 1,899 shares; 2026Q1: 1,864 shares 1,864 $669K 0.06% -35 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 6,285 shares; 2025Q1: 6,358 shares; 2025Q2: 6,221 shares; 2025Q3: 3,811 shares; 2025Q4: 5,033 shares; 2026Q1: 5,056 shares 5,056 $667K 0.06% +23 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: 4,079 shares; 2024Q4: 3,749 shares; 2025Q1: 4,052 shares; 2025Q2: 4,054 shares; 2025Q3: 4,048 shares; 2025Q4: 4,126 shares; 2026Q1: 4,050 shares 4,050 $667K 0.06% -76 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,679 shares; 2025Q1: 2,680 shares; 2025Q2: 2,629 shares; 2025Q3: 2,633 shares; 2025Q4: 2,534 shares; 2026Q1: 2,541 shares 2,541 $661K 0.06% +7 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,458 shares; 2026Q1: 5,337 shares 5,337 $655K 0.06% -121 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,739 shares; 2025Q1: 1,785 shares; 2025Q2: 1,818 shares; 2025Q3: 1,824 shares; 2025Q4: 1,823 shares; 2026Q1: 1,824 shares 1,824 $652K 0.06% +1 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: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,686 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,661 shares; 2026Q1: 2,587 shares 2,587 $642K 0.06% -74 Timeline RPG 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: 13,149 shares; 2024Q4: 13,167 shares; 2025Q1: 13,176 shares; 2025Q2: 13,185 shares; 2025Q3: 13,198 shares; 2025Q4: 13,200 shares; 2026Q1: 13,205 shares 13,205 $617K 0.06% +5 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,610 shares; 2024Q4: 18,475 shares; 2025Q1: 19,259 shares; 2025Q2: 17,613 shares; 2025Q3: 16,823 shares; 2025Q4: 16,997 shares; 2026Q1: 17,027 shares 17,027 $614K 0.06% +30 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: 3,030 shares; 2024Q4: 3,118 shares; 2025Q1: 3,265 shares; 2025Q2: 3,310 shares; 2025Q3: 3,143 shares; 2025Q4: 3,084 shares; 2026Q1: 3,098 shares 3,098 $602K 0.06% +14 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 12,998 shares; 2025Q1: 12,998 shares; 2025Q2: 12,998 shares; 2025Q3: 12,998 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares 12,998 $593K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,330 shares; 2025Q2: 4,510 shares; 2025Q3: 4,534 shares; 2025Q4: 9,117 shares; 2026Q1: 9,279 shares 9,279 $568K 0.05% +162 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: 1,844 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,854 shares 1,854 $560K 0.05% +13 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,477 shares; 2025Q1: 12,092 shares; 2025Q2: 11,890 shares; 2025Q3: 11,915 shares; 2025Q4: 12,040 shares; 2026Q1: 12,118 shares 12,118 $557K 0.05% +78 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 9,817 shares; 2025Q3: 9,817 shares; 2025Q4: 9,817 shares; 2026Q1: 9,817 shares 9,817 $545K 0.05% 0 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,917 shares; 2024Q4: 16,917 shares; 2025Q1: 17,367 shares; 2025Q2: 16,811 shares; 2025Q3: 14,023 shares; 2025Q4: 14,023 shares; 2026Q1: 14,023 shares 14,023 $537K 0.05% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,890 shares; 2025Q3: 13,927 shares; 2025Q4: 13,964 shares; 2026Q1: 14,097 shares 14,097 $533K 0.05% +133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $527K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 155 shares 155 $524K 0.05% -1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 292 shares; 2025Q1: 305 shares; 2025Q2: 541 shares; 2025Q3: 544 shares; 2025Q4: 5,339 shares; 2026Q1: 5,419 shares 5,419 $521K 0.05% +80 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,012 shares; 2025Q1: 4,123 shares; 2025Q2: 3,962 shares; 2025Q3: 3,944 shares; 2025Q4: 3,925 shares; 2026Q1: 3,668 shares 3,668 $515K 0.05% -257 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: 2,232 shares; 2024Q4: 2,321 shares; 2025Q1: 2,436 shares; 2025Q2: 2,568 shares; 2025Q3: 2,587 shares; 2025Q4: 2,373 shares; 2026Q1: 2,383 shares 2,383 $496K 0.05% +10 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 14,731 shares; 2025Q1: 13,841 shares; 2025Q2: 13,783 shares; 2025Q3: 13,816 shares; 2025Q4: 12,331 shares; 2026Q1: 11,965 shares 11,965 $480K 0.05% -366 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 3,700 shares; 2025Q4: 3,625 shares; 2026Q1: 3,490 shares 3,490 $474K 0.04% -135 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,567 shares; 2025Q1: 5,759 shares; 2025Q2: 5,912 shares; 2025Q3: 5,314 shares; 2025Q4: 5,305 shares; 2026Q1: 5,319 shares 5,319 $461K 0.04% +14 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: 8,029 shares; 2024Q4: 6,178 shares; 2025Q1: 6,179 shares; 2025Q2: 6,323 shares; 2025Q3: 6,068 shares; 2025Q4: 5,700 shares; 2026Q1: 2,323 shares 2,323 $461K 0.04% -3,377 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 8,397 shares; 2025Q3: 8,397 shares; 2025Q4: 8,412 shares; 2026Q1: 8,426 shares 8,426 $456K 0.04% +14 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 17,834 shares; 2025Q1: 17,888 shares; 2025Q2: 17,941 shares; 2025Q3: 17,993 shares; 2025Q4: 18,049 shares; 2026Q1: 18,100 shares 18,100 $454K 0.04% +51 Timeline XAR 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $443K 0.04% 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: 2,051 shares; 2024Q4: 2,053 shares; 2025Q1: 4,307 shares; 2025Q2: 2,054 shares; 2025Q3: 2,055 shares; 2025Q4: 2,056 shares; 2026Q1: 2,057 shares 2,057 $442K 0.04% +1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,117 shares; 2025Q3: 3,145 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares 3,143 $438K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,569 shares 6,569 $437K 0.04% -231 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: 5,962 shares; 2024Q4: 5,982 shares; 2025Q1: 7,885 shares; 2025Q2: 5,951 shares; 2025Q3: 3,997 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares 3,502 $435K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: not reported; 2025Q1: 10,465 shares; 2025Q2: 10,590 shares; 2025Q3: 9,087 shares; 2025Q4: 9,701 shares; 2026Q1: 9,801 shares 9,801 $433K 0.04% +100 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,644 shares; 2024Q4: 30,089 shares; 2025Q1: 27,176 shares; 2025Q2: 15,978 shares; 2025Q3: 15,250 shares; 2025Q4: 14,384 shares; 2026Q1: 14,839 shares 14,839 $426K 0.04% +455 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: 757 shares; 2024Q4: 766 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 708 shares 708 $423K 0.04% -23 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,139 shares 1,139 $419K 0.04% +80 Timeline KBWB 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: not reported; 2025Q2: 4,765 shares; 2025Q3: 5,605 shares; 2025Q4: 5,231 shares; 2026Q1: 5,231 shares 5,231 $414K 0.04% 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: 1,187 shares; 2024Q4: 1,217 shares; 2025Q1: 1,313 shares; 2025Q2: 1,339 shares; 2025Q3: 1,348 shares; 2025Q4: 1,747 shares; 2026Q1: 1,743 shares 1,743 $412K 0.04% -4 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: 1,011 shares; 2025Q1: 1,197 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 952 shares; 2026Q1: 951 shares 951 $409K 0.04% -1 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: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,903 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548 $405K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 16,347 shares; 2025Q1: 16,964 shares; 2025Q2: 16,281 shares; 2025Q3: 14,216 shares; 2025Q4: 13,902 shares; 2026Q1: 14,032 shares 14,032 $394K 0.04% +130 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 9,514 shares; 2025Q1: 9,514 shares; 2025Q2: 9,255 shares; 2025Q3: 9,270 shares; 2025Q4: 9,373 shares; 2026Q1: 10,673 shares 10,673 $386K 0.04% +1,300 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 13,460 shares; 2025Q1: 13,675 shares; 2025Q2: 21,921 shares; 2025Q3: 22,186 shares; 2025Q4: 22,464 shares; 2026Q1: 19,887 shares 19,887 $384K 0.04% -2,577 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,232 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,228 shares; 2026Q1: 1,162 shares 1,162 $380K 0.04% -66 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,844 shares; 2025Q4: 4,844 shares; 2026Q1: 4,844 shares 4,844 $380K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,436 shares; 2025Q1: 3,781 shares; 2025Q2: 3,971 shares; 2025Q3: 4,008 shares; 2025Q4: 3,880 shares; 2026Q1: 3,880 shares 3,880 $374K 0.04% 0 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: 1,219 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,683 shares; 2026Q1: 1,333 shares 1,333 $372K 0.04% -350 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,590 shares 2,590 $369K 0.03% +140 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,259 shares; 2025Q4: 1,260 shares; 2026Q1: 1,258 shares 1,258 $361K 0.03% -2 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,011 shares; 2024Q4: 7,249 shares; 2025Q1: 7,371 shares; 2025Q2: 7,656 shares; 2025Q3: 7,726 shares; 2025Q4: 7,711 shares; 2026Q1: 7,711 shares 7,711 $360K 0.03% 0 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: not reported; 2024Q4: 1,151 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,203 shares; 2026Q1: 1,245 shares 1,245 $358K 0.03% +42 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,622 shares; 2026Q1: 4,570 shares 4,570 $348K 0.03% -52 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: not reported; 2025Q4: 901 shares; 2026Q1: 1,026 shares 1,026 $347K 0.03% +125 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,435 shares; 2025Q1: 7,381 shares; 2025Q2: 5,048 shares; 2025Q3: 3,299 shares; 2025Q4: 3,217 shares; 2026Q1: 3,133 shares 3,133 $346K 0.03% -84 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 18,858 shares; 2026Q1: 28,187 shares 28,187 $343K 0.03% +9,329 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: 19,064 shares; 2024Q4: 23,567 shares; 2025Q1: 16,261 shares; 2025Q2: 15,929 shares; 2025Q3: 12,812 shares; 2025Q4: 7,166 shares; 2026Q1: 6,563 shares 6,563 $332K 0.03% -603 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: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $327K 0.03% 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: 1,028 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,054 shares; 2025Q3: 1,069 shares; 2025Q4: 1,068 shares; 2026Q1: 1,078 shares 1,078 $326K 0.03% +10 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: 2,915 shares; 2024Q4: 2,948 shares; 2025Q1: 3,080 shares; 2025Q2: 3,153 shares; 2025Q3: 3,165 shares; 2025Q4: 3,161 shares; 2026Q1: 3,154 shares 3,154 $324K 0.03% -7 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,452 shares; 2025Q1: 2,553 shares; 2025Q2: 2,568 shares; 2025Q3: 572 shares; 2025Q4: 573 shares; 2026Q1: 574 shares 574 $323K 0.03% +1 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: 3,562 shares; 2025Q2: 3,594 shares; 2025Q3: 3,768 shares; 2025Q4: 3,929 shares; 2026Q1: 2,110 shares 2,110 $318K 0.03% -1,819 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,562 shares; 2025Q4: 78,105 shares; 2026Q1: 4,648 shares 4,648 $317K 0.03% -73,457 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: 3,908 shares; 2024Q4: 4,492 shares; 2025Q1: 5,454 shares; 2025Q2: 5,593 shares; 2025Q3: 5,595 shares; 2025Q4: 5,574 shares; 2026Q1: 2,802 shares 2,802 $312K 0.03% -2,772 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,077 shares; 2025Q1: 2,073 shares; 2025Q2: 2,044 shares; 2025Q3: 1,839 shares; 2025Q4: 1,827 shares; 2026Q1: 1,787 shares 1,787 $308K 0.03% -40 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares 1,532 $308K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 7,998 shares 7,998 $307K 0.03% +3,578 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,254 shares; 2025Q3: 5,310 shares; 2025Q4: 5,312 shares; 2026Q1: 6,063 shares 6,063 $304K 0.03% +751 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,801 shares; 2026Q1: 2,801 shares 2,801 $297K 0.03% 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: 881 shares; 2025Q4: 858 shares; 2026Q1: 738 shares 738 $289K 0.03% -120 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: 817 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,663 shares; 2025Q3: 1,681 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares 1,734 $278K 0.03% 0 Timeline DIVB 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: 5,097 shares; 2025Q1: 5,097 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares; 2026Q1: 5,097 shares 5,097 $275K 0.03% 0 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: 3,003 shares; 2024Q4: 3,006 shares; 2025Q1: 3,009 shares; 2025Q2: 3,003 shares; 2025Q3: 3,006 shares; 2025Q4: 3,009 shares; 2026Q1: 3,012 shares 3,012 $271K 0.03% +3 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: 59 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $265K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,431 shares 1,431 $264K 0.03% +44 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,455 shares; 2025Q1: 6,511 shares; 2025Q2: 6,518 shares; 2025Q3: 6,524 shares; 2025Q4: 6,530 shares; 2026Q1: 6,592 shares 6,592 $263K 0.02% +62 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $262K 0.02% new 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: 9,005 shares; 2024Q4: 9,428 shares; 2025Q1: 9,164 shares; 2025Q2: 9,134 shares; 2025Q3: 8,468 shares; 2025Q4: 4,264 shares; 2026Q1: 4,271 shares 4,271 $259K 0.02% +7 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,521 shares; 2025Q2: 6,518 shares; 2025Q3: 6,499 shares; 2025Q4: 6,911 shares; 2026Q1: 3,584 shares 3,584 $258K 0.02% -3,327 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,385 shares; 2026Q1: 1,359 shares 1,359 $258K 0.02% -26 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: not reported; 2024Q4: 947 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,061 shares 1,061 $257K 0.02% -1 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: 425 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 508 shares; 2025Q3: 512 shares; 2025Q4: 511 shares; 2026Q1: 509 shares 509 $252K 0.02% -2 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,513 shares; 2024Q4: 13,513 shares; 2025Q1: 13,513 shares; 2025Q2: 13,513 shares; 2025Q3: 13,513 shares; 2025Q4: 13,513 shares; 2026Q1: 13,513 shares 13,513 $247K 0.02% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 7,084 shares; 2025Q1: 5,584 shares; 2025Q2: 5,653 shares; 2025Q3: 5,718 shares; 2025Q4: 5,809 shares; 2026Q1: 5,747 shares 5,747 $243K 0.02% -62 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: 687 shares; 2024Q4: 687 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares 727 $239K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,483 shares; 2025Q3: 1,486 shares; 2025Q4: 1,489 shares; 2026Q1: 1,493 shares 1,493 $232K 0.02% +4 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares; 2026Q1: 4,042 shares 4,042 $231K 0.02% +74 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: not reported; 2026Q1: 376 shares 376 $227K 0.02% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,483 shares; 2024Q4: 11,552 shares; 2025Q1: 13,805 shares; 2025Q2: 13,277 shares; 2025Q3: 13,345 shares; 2025Q4: 12,824 shares; 2026Q1: 12,437 shares 12,437 $227K 0.02% -387 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: 1,895 shares; 2024Q4: 1,226 shares; 2025Q1: 1,249 shares; 2025Q2: 1,174 shares; 2025Q3: 945 shares; 2025Q4: 931 shares; 2026Q1: 932 shares 932 $226K 0.02% +1 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: 438 shares; 2024Q4: 391 shares; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $223K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $216K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $213K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,960 shares; 2025Q1: not reported; 2025Q2: 3,966 shares; 2025Q3: 3,968 shares; 2025Q4: 3,971 shares; 2026Q1: 3,691 shares 3,691 $213K 0.02% -280 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: 843 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 831 shares; 2025Q3: 773 shares; 2025Q4: 536 shares; 2026Q1: 498 shares 498 $212K 0.02% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares 1,327 $212K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares 2,592 $211K 0.02% 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: 2,256 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares 1,275 $211K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 39,170 shares; 2025Q2: 41,114 shares; 2025Q3: 42,246 shares; 2025Q4: 42,726 shares; 2026Q1: 2,184 shares 2,184 $205K 0.02% -40,542 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: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $202K 0.02% new Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $89.8K 0.01% 0 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES 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: 10,000 shares 10,000 $50.9K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $50.3K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $35.2K <0.01% 0 Timeline