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: 634,769 shares; 2024Q4: 652,556 shares; 2025Q1: 658,691 shares; 2025Q2: 798,020 shares; 2025Q3: 808,419 shares; 2025Q4: 777,821 shares; 2026Q1: 776,126 shares 776,126 $135M 6.81% -1,695 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: 390,796 shares; 2024Q4: 393,952 shares; 2025Q1: 398,461 shares; 2025Q2: 406,816 shares; 2025Q3: 410,211 shares; 2025Q4: 413,982 shares; 2026Q1: 416,451 shares 416,451 $106M 5.31% +2,469 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: 215,116 shares; 2024Q4: 219,094 shares; 2025Q1: 221,048 shares; 2025Q2: 225,844 shares; 2025Q3: 234,981 shares; 2025Q4: 237,331 shares; 2026Q1: 241,109 shares 241,109 $89.3M 4.49% +3,778 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: 230,849 shares; 2024Q4: 254,238 shares; 2025Q1: 256,652 shares; 2025Q2: 264,998 shares; 2025Q3: 273,963 shares; 2025Q4: 275,832 shares; 2026Q1: 278,314 shares 278,314 $79.8M 4.01% +2,482 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: 247,641 shares; 2024Q4: 253,606 shares; 2025Q1: 255,934 shares; 2025Q2: 263,387 shares; 2025Q3: 274,797 shares; 2025Q4: 274,057 shares; 2026Q1: 281,023 shares 281,023 $58.5M 2.94% +6,966 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: 97,103 shares; 2024Q4: 97,964 shares; 2025Q1: 98,211 shares; 2025Q2: 100,688 shares; 2025Q3: 102,385 shares; 2025Q4: 101,345 shares; 2026Q1: 102,525 shares 102,525 $49.1M 2.47% +1,180 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: 186,900 shares; 2024Q4: 188,317 shares; 2025Q1: 165,454 shares; 2025Q2: 169,365 shares; 2025Q3: 169,084 shares; 2025Q4: 158,354 shares; 2026Q1: 161,087 shares 161,087 $47.4M 2.38% +2,733 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: 77,782 shares; 2024Q4: 81,015 shares; 2025Q1: 74,280 shares; 2025Q2: 76,745 shares; 2025Q3: 79,603 shares; 2025Q4: 78,996 shares; 2026Q1: 80,627 shares 80,627 $46.1M 2.32% +1,631 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: 258,865 shares; 2024Q4: 263,376 shares; 2025Q1: 265,933 shares; 2025Q2: 273,633 shares; 2025Q3: 280,324 shares; 2025Q4: 277,634 shares; 2026Q1: 281,025 shares 281,025 $44.9M 2.26% +3,391 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: 192,210 shares; 2024Q4: 195,885 shares; 2025Q1: 209,715 shares; 2025Q2: 217,340 shares; 2025Q3: 227,175 shares; 2025Q4: 208,316 shares; 2026Q1: 213,989 shares 213,989 $41.3M 2.08% +5,673 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: 70,404 shares; 2024Q4: 69,748 shares; 2025Q1: 81,735 shares; 2025Q2: 81,433 shares; 2025Q3: 96,666 shares; 2025Q4: 96,545 shares; 2026Q1: 125,497 shares 125,497 $38.8M 1.95% +28,952 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: 109,274 shares; 2024Q4: 110,556 shares; 2025Q1: 111,682 shares; 2025Q2: 115,053 shares; 2025Q3: 118,149 shares; 2025Q4: 118,361 shares; 2026Q1: 120,744 shares 120,744 $36.5M 1.83% +2,383 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,441 shares; 2024Q4: 103,130 shares; 2025Q1: 104,318 shares; 2025Q2: 107,319 shares; 2025Q3: 109,416 shares; 2025Q4: 109,322 shares; 2026Q1: 110,472 shares 110,472 $35.1M 1.77% +1,150 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: 168,797 shares; 2024Q4: 170,180 shares; 2025Q1: 150,923 shares; 2025Q2: 154,006 shares; 2025Q3: 158,917 shares; 2025Q4: 157,376 shares; 2026Q1: 160,791 shares 160,791 $35M 1.76% +3,415 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: 21,083 shares; 2024Q4: 28,260 shares; 2025Q1: 28,830 shares; 2025Q2: 29,813 shares; 2025Q3: 29,943 shares; 2025Q4: 29,784 shares; 2026Q1: 26,200 shares 26,200 $34.6M 1.74% -3,584 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: 291,142 shares; 2024Q4: 293,007 shares; 2025Q1: 326,969 shares; 2025Q2: 337,725 shares; 2025Q3: 350,912 shares; 2025Q4: 354,438 shares; 2026Q1: 363,765 shares 363,765 $33.8M 1.7% +9,327 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: 123,014 shares; 2024Q4: 124,897 shares; 2025Q1: 126,425 shares; 2025Q2: 129,477 shares; 2025Q3: 133,055 shares; 2025Q4: 133,002 shares; 2026Q1: 134,888 shares 134,888 $31.9M 1.6% +1,886 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: 42,717 shares; 2024Q4: 48,671 shares; 2025Q1: 55,660 shares; 2025Q2: 57,075 shares; 2025Q3: 58,846 shares; 2025Q4: 58,727 shares; 2026Q1: 59,398 shares 59,398 $29.2M 1.47% +671 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,140 shares; 2024Q4: 176,578 shares; 2025Q1: 222,326 shares; 2025Q2: 283,812 shares; 2025Q3: 286,124 shares; 2025Q4: 284,341 shares; 2026Q1: 287,576 shares 287,576 $28.5M 1.43% +3,235 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: 45,961 shares; 2024Q4: 46,343 shares; 2025Q1: 49,750 shares; 2025Q2: 51,527 shares; 2025Q3: 53,393 shares; 2025Q4: 52,732 shares; 2026Q1: 54,638 shares 54,638 $27.1M 1.36% +1,906 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,370 shares; 2024Q4: 429,698 shares; 2025Q1: 432,462 shares; 2025Q2: 441,807 shares; 2025Q3: 439,430 shares; 2025Q4: 650,929 shares; 2026Q1: 657,502 shares 657,502 $26.6M 1.34% +6,573 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: 123,190 shares; 2024Q4: 122,656 shares; 2025Q1: 124,520 shares; 2025Q2: 126,360 shares; 2025Q3: 125,256 shares; 2025Q4: 122,664 shares; 2026Q1: 126,862 shares 126,862 $26.2M 1.32% +4,198 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: 48,148 shares; 2024Q4: 49,076 shares; 2025Q1: 49,727 shares; 2025Q2: 51,477 shares; 2025Q3: 51,227 shares; 2025Q4: 50,706 shares; 2026Q1: 50,841 shares 50,841 $25.4M 1.28% +135 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: 71,395 shares; 2025Q1: 175,318 shares; 2025Q2: 184,030 shares; 2025Q3: 192,794 shares; 2025Q4: 194,344 shares; 2026Q1: 197,992 shares 197,992 $24.3M 1.22% +3,648 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: 151,337 shares; 2024Q4: 151,647 shares; 2025Q1: 152,364 shares; 2025Q2: 156,047 shares; 2025Q3: 161,816 shares; 2025Q4: 157,758 shares; 2026Q1: 163,735 shares 163,735 $23.6M 1.19% +5,977 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,829 shares; 2024Q4: 128,728 shares; 2025Q1: 129,732 shares; 2025Q2: 132,581 shares; 2025Q3: 131,257 shares; 2025Q4: 107,943 shares; 2026Q1: 108,976 shares 108,976 $23.4M 1.17% +1,033 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,206 shares; 2025Q1: 31,401 shares; 2025Q2: 32,523 shares; 2025Q3: 32,990 shares; 2025Q4: 32,769 shares; 2026Q1: 33,062 shares 33,062 $22.5M 1.13% +293 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 29,783 shares; 2025Q1: 30,035 shares; 2025Q2: 30,656 shares; 2025Q3: 30,652 shares; 2025Q4: 30,370 shares; 2026Q1: 30,657 shares 30,657 $22.3M 1.12% +287 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: 69,670 shares; 2024Q4: 77,461 shares; 2025Q1: 80,219 shares; 2025Q2: 83,180 shares; 2025Q3: 75,334 shares; 2025Q4: 75,913 shares; 2026Q1: 76,600 shares 76,600 $22M 1.11% +687 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: 170,650 shares; 2024Q4: 172,398 shares; 2025Q1: 177,196 shares; 2025Q2: 182,078 shares; 2025Q3: 187,603 shares; 2025Q4: 187,165 shares; 2026Q1: 189,613 shares 189,613 $19.5M 0.98% +2,448 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: 125,103 shares; 2024Q4: 123,046 shares; 2025Q1: 125,165 shares; 2025Q2: 127,101 shares; 2025Q3: 127,207 shares; 2025Q4: 120,629 shares; 2026Q1: 125,176 shares 125,176 $19.4M 0.98% +4,547 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: 1,631 shares; 2024Q4: 1,605 shares; 2025Q1: 1,634 shares; 2025Q2: 1,701 shares; 2025Q3: 19,455 shares; 2025Q4: 20,974 shares; 2026Q1: 20,967 shares 20,967 $19.3M 0.97% -7 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: 73,501 shares; 2024Q4: 74,045 shares; 2025Q1: 75,391 shares; 2025Q2: 77,518 shares; 2025Q3: 79,398 shares; 2025Q4: 71,332 shares; 2026Q1: 73,626 shares 73,626 $17.9M 0.9% +2,294 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,124 shares; 2025Q1: 9,178 shares; 2025Q2: 9,343 shares; 2025Q3: 9,225 shares; 2025Q4: 9,102 shares; 2026Q1: 9,172 shares 9,172 $17.6M 0.88% +70 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: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,702 shares; 2025Q2: 3,039 shares; 2025Q3: 17,082 shares; 2025Q4: 51,806 shares; 2026Q1: 50,416 shares 50,416 $17M 0.86% -1,390 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: 36,841 shares; 2024Q4: 37,079 shares; 2025Q1: 37,318 shares; 2025Q2: 38,359 shares; 2025Q3: 38,886 shares; 2025Q4: 38,597 shares; 2026Q1: 39,120 shares 39,120 $16.6M 0.84% +523 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: 62,455 shares; 2024Q4: 63,008 shares; 2025Q1: 72,844 shares; 2025Q2: 75,107 shares; 2025Q3: 77,578 shares; 2025Q4: 77,959 shares; 2026Q1: 79,656 shares 79,656 $16.6M 0.83% +1,697 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,768 shares; 2024Q4: 97,602 shares; 2025Q1: 82,293 shares; 2025Q2: 84,269 shares; 2025Q3: 83,144 shares; 2025Q4: 81,598 shares; 2026Q1: 82,143 shares 82,143 $16.2M 0.81% +545 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: 42,295 shares; 2024Q4: 67,163 shares; 2025Q1: 115,808 shares; 2025Q2: 142,575 shares; 2025Q3: 151,508 shares; 2025Q4: 154,732 shares; 2026Q1: 164,662 shares 164,662 $15.6M 0.79% +9,930 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: 56,332 shares; 2024Q4: 56,239 shares; 2025Q1: 59,342 shares; 2025Q2: 64,533 shares; 2025Q3: 75,176 shares; 2025Q4: 81,719 shares; 2026Q1: 86,055 shares 86,055 $14.6M 0.73% +4,336 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: 23,916 shares; 2024Q4: 21,149 shares; 2025Q1: 21,214 shares; 2025Q2: 21,616 shares; 2025Q3: 21,452 shares; 2025Q4: 21,159 shares; 2026Q1: 21,361 shares 21,361 $14.6M 0.73% +202 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: 45,081 shares; 2024Q4: 44,313 shares; 2025Q1: 44,478 shares; 2025Q2: 45,947 shares; 2025Q3: 51,430 shares; 2025Q4: 55,582 shares; 2026Q1: 57,834 shares 57,834 $14.1M 0.71% +2,252 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: 173,168 shares; 2024Q4: 176,688 shares; 2025Q1: 180,276 shares; 2025Q2: 162,769 shares; 2025Q3: 161,737 shares; 2025Q4: 160,266 shares; 2026Q1: 162,576 shares 162,576 $14.1M 0.71% +2,310 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,919 shares 68,919 $13.6M 0.68% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,777 shares; 2024Q4: 162,690 shares; 2025Q1: 164,361 shares; 2025Q2: 166,049 shares; 2025Q3: 206,655 shares; 2025Q4: 234,437 shares; 2026Q1: 250,100 shares 250,100 $13.1M 0.66% +15,663 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: 8,544 shares; 2024Q4: 8,524 shares; 2025Q1: 12,617 shares; 2025Q2: 13,059 shares; 2025Q3: 15,263 shares; 2025Q4: 15,868 shares; 2026Q1: 17,377 shares 17,377 $12.3M 0.62% +1,509 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: 1,618 shares; 2024Q4: 1,470 shares; 2025Q1: 1,548 shares; 2025Q2: 1,470 shares; 2025Q3: 1,469 shares; 2025Q4: 21,768 shares; 2026Q1: 22,489 shares 22,489 $12.1M 0.61% +721 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: 89,766 shares; 2026Q1: 95,306 shares 95,306 $12M 0.61% +5,540 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,385 shares; 2024Q4: 34,866 shares; 2025Q1: 35,088 shares; 2025Q2: 35,885 shares; 2025Q3: 35,471 shares; 2025Q4: 33,659 shares; 2026Q1: 33,980 shares 33,980 $12M 0.6% +321 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,085 shares; 2024Q4: 29,705 shares; 2025Q1: 30,649 shares; 2025Q2: 31,626 shares; 2025Q3: 39,852 shares; 2025Q4: 38,095 shares; 2026Q1: 39,514 shares 39,514 $11.6M 0.58% +1,419 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: 52,358 shares; 2024Q4: 53,562 shares; 2025Q1: 54,336 shares; 2025Q2: 56,125 shares; 2025Q3: 57,542 shares; 2025Q4: 54,686 shares; 2026Q1: 56,346 shares 56,346 $11.2M 0.56% +1,660 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,792 shares; 2024Q4: 14,502 shares; 2025Q1: 15,099 shares; 2025Q2: 15,753 shares; 2025Q3: 125,787 shares; 2025Q4: 116,466 shares; 2026Q1: 125,425 shares 125,425 $10.7M 0.54% +8,959 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: 106,744 shares; 2024Q4: 102,292 shares; 2025Q1: 111,683 shares; 2025Q2: 112,656 shares; 2025Q3: 111,749 shares; 2025Q4: 112,413 shares; 2026Q1: 116,782 shares 116,782 $10.6M 0.53% +4,369 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: 70,107 shares; 2024Q4: 69,500 shares; 2025Q1: 69,983 shares; 2025Q2: 75,382 shares; 2025Q3: 81,486 shares; 2025Q4: 87,100 shares; 2026Q1: 84,391 shares 84,391 $10.5M 0.53% -2,709 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,865 shares; 2024Q4: 79,133 shares; 2025Q1: 79,847 shares; 2025Q2: 124,363 shares; 2025Q3: 132,375 shares; 2025Q4: 135,196 shares; 2026Q1: 185,668 shares 185,668 $9.88M 0.5% +50,472 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,639 shares; 2024Q4: 80,880 shares; 2025Q1: 81,144 shares; 2025Q2: 82,652 shares; 2025Q3: 81,613 shares; 2025Q4: 80,508 shares; 2026Q1: 81,276 shares 81,276 $9.71M 0.49% +768 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,643 shares; 2024Q4: 44,767 shares; 2025Q1: 45,752 shares; 2025Q2: 45,990 shares; 2025Q3: 45,544 shares; 2025Q4: 45,108 shares; 2026Q1: 45,847 shares 45,847 $9.54M 0.48% +739 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,599 shares; 2025Q1: 7,881 shares; 2025Q2: 8,140 shares; 2025Q3: 8,111 shares; 2025Q4: 7,936 shares; 2026Q1: 8,070 shares 8,070 $9.35M 0.47% +134 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: 52,041 shares; 2024Q4: 51,525 shares; 2025Q1: 51,757 shares; 2025Q2: 54,212 shares; 2025Q3: 54,622 shares; 2025Q4: 56,806 shares; 2026Q1: 59,401 shares 59,401 $7.78M 0.39% +2,595 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: 120,186 shares; 2024Q4: 119,060 shares; 2025Q1: 122,146 shares; 2025Q2: 125,374 shares; 2025Q3: 141,543 shares; 2025Q4: 148,631 shares; 2026Q1: 156,904 shares 156,904 $7.65M 0.38% +8,273 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: not reported; 2024Q4: not reported; 2025Q1: 98,276 shares; 2025Q2: 98,644 shares; 2025Q3: 104,523 shares; 2025Q4: 106,852 shares; 2026Q1: 175,357 shares 175,357 $7.42M 0.37% +68,505 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: 19,341 shares; 2024Q4: 20,360 shares; 2025Q1: 18,730 shares; 2025Q2: 19,783 shares; 2025Q3: 19,919 shares; 2025Q4: 21,010 shares; 2026Q1: 21,452 shares 21,452 $7.06M 0.35% +442 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: 15,251 shares; 2024Q4: 14,866 shares; 2025Q1: 15,309 shares; 2025Q2: 15,868 shares; 2025Q3: 16,796 shares; 2025Q4: 16,903 shares; 2026Q1: 18,904 shares 18,904 $6.76M 0.34% +2,001 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: 59,933 shares; 2024Q4: 60,135 shares; 2025Q1: 61,239 shares; 2025Q2: 65,524 shares; 2025Q3: 78,247 shares; 2025Q4: 83,274 shares; 2026Q1: 88,795 shares 88,795 $6.75M 0.34% +5,521 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,772 shares; 2024Q4: 111,644 shares; 2025Q1: 111,644 shares; 2025Q2: 111,644 shares; 2025Q3: 110,644 shares; 2025Q4: 110,644 shares; 2026Q1: 110,644 shares 110,644 $6.23M 0.31% 0 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: 14,342 shares; 2024Q4: 14,190 shares; 2025Q1: 14,210 shares; 2025Q2: 13,977 shares; 2025Q3: 13,977 shares; 2025Q4: 13,979 shares; 2026Q1: 18,837 shares 18,837 $6.04M 0.3% +4,858 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: 9,173 shares; 2024Q4: 9,294 shares; 2025Q1: 14,347 shares; 2025Q2: 14,057 shares; 2025Q3: 14,122 shares; 2025Q4: 22,427 shares; 2026Q1: 24,426 shares 24,426 $5.92M 0.3% +1,999 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: 68,758 shares; 2024Q4: 65,990 shares; 2025Q1: 68,242 shares; 2025Q2: 69,449 shares; 2025Q3: 71,461 shares; 2025Q4: 73,300 shares; 2026Q1: 76,165 shares 76,165 $5.91M 0.3% +2,865 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: 168,246 shares; 2024Q4: 168,180 shares; 2025Q1: 152,953 shares; 2025Q2: 154,683 shares; 2025Q3: 38,842 shares; 2025Q4: 38,466 shares; 2026Q1: 43,935 shares 43,935 $5.28M 0.27% +5,469 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: 3,613 shares; 2024Q4: 5,651 shares; 2025Q1: 4,624 shares; 2025Q2: 4,886 shares; 2025Q3: 4,736 shares; 2025Q4: 12,032 shares; 2026Q1: 8,125 shares 8,125 $5.28M 0.27% -3,907 Timeline TLT 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: 42,136 shares; 2024Q4: 42,622 shares; 2025Q1: 70,187 shares; 2025Q2: 70,948 shares; 2025Q3: 75,855 shares; 2025Q4: 77,667 shares; 2026Q1: 60,895 shares 60,895 $5.28M 0.27% -16,772 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: 71,628 shares; 2024Q4: 68,400 shares; 2025Q1: 69,320 shares; 2025Q2: 69,835 shares; 2025Q3: 69,249 shares; 2025Q4: 69,246 shares; 2026Q1: 72,586 shares 72,586 $5.06M 0.25% +3,340 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,764 shares; 2024Q4: 111,718 shares; 2025Q1: 112,292 shares; 2025Q2: 116,233 shares; 2025Q3: 114,448 shares; 2025Q4: 112,689 shares; 2026Q1: 113,111 shares 113,111 $5.03M 0.25% +422 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,589 shares; 2025Q2: 21,570 shares; 2025Q3: 22,555 shares; 2025Q4: 22,721 shares; 2026Q1: 19,814 shares 19,814 $4.97M 0.25% -2,907 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: 20,700 shares; 2024Q4: 20,939 shares; 2025Q1: 21,676 shares; 2025Q2: 21,370 shares; 2025Q3: 25,745 shares; 2025Q4: 27,838 shares; 2026Q1: 29,545 shares 29,545 $4.86M 0.24% +1,707 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: 9,115 shares; 2024Q4: 9,708 shares; 2025Q1: 10,075 shares; 2025Q2: 10,457 shares; 2025Q3: 10,800 shares; 2025Q4: 10,804 shares; 2026Q1: 10,832 shares 10,832 $4.73M 0.24% +28 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,897 shares; 2024Q4: 110,105 shares; 2025Q1: 120,133 shares; 2025Q2: 123,888 shares; 2025Q3: 140,333 shares; 2025Q4: 146,039 shares; 2026Q1: 156,490 shares 156,490 $4.54M 0.23% +10,451 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: 6,804 shares; 2024Q4: 6,463 shares; 2025Q1: 6,382 shares; 2025Q2: 6,463 shares; 2025Q3: 6,428 shares; 2025Q4: 6,364 shares; 2026Q1: 6,305 shares 6,305 $4.4M 0.22% -59 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,603 shares; 2025Q1: 3,400 shares; 2025Q2: 6,794 shares; 2025Q3: 12,873 shares; 2025Q4: 16,633 shares; 2026Q1: 15,850 shares 15,850 $4.29M 0.22% -783 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,746 shares 181,746 $4.24M 0.21% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,771 shares; 2024Q4: 52,354 shares; 2025Q1: 53,072 shares; 2025Q2: 53,785 shares; 2025Q3: 56,102 shares; 2025Q4: 56,311 shares; 2026Q1: 60,305 shares 60,305 $4.23M 0.21% +3,994 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: 6,601 shares; 2024Q4: 6,173 shares; 2025Q1: 7,133 shares; 2025Q2: 9,177 shares; 2025Q3: 25,254 shares; 2025Q4: 27,225 shares; 2026Q1: 31,354 shares 31,354 $4.14M 0.21% +4,129 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: 8,730 shares; 2024Q4: 8,485 shares; 2025Q1: 8,553 shares; 2025Q2: 9,340 shares; 2025Q3: 11,469 shares; 2025Q4: 12,230 shares; 2026Q1: 13,072 shares 13,072 $4.06M 0.2% +842 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: 2,606 shares; 2025Q1: 2,895 shares; 2025Q2: 3,051 shares; 2025Q3: 3,695 shares; 2025Q4: 3,782 shares; 2026Q1: 4,173 shares 4,173 $4.01M 0.2% +391 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,349 shares; 2024Q4: 58,047 shares; 2025Q1: 58,531 shares; 2025Q2: 58,636 shares; 2025Q3: 58,093 shares; 2025Q4: 57,943 shares; 2026Q1: 58,740 shares 58,740 $4M 0.2% +797 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: 26,762 shares; 2024Q4: 26,805 shares; 2025Q1: 28,260 shares; 2025Q2: 29,148 shares; 2025Q3: 29,131 shares; 2025Q4: 29,504 shares; 2026Q1: 30,473 shares 30,473 $3.99M 0.2% +969 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: 18,515 shares; 2024Q4: 18,536 shares; 2025Q1: 18,542 shares; 2025Q2: 19,013 shares; 2025Q3: 19,768 shares; 2025Q4: 19,179 shares; 2026Q1: 20,405 shares 20,405 $3.96M 0.2% +1,226 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: 13,171 shares; 2024Q4: 13,171 shares; 2025Q1: 13,350 shares; 2025Q2: 13,171 shares; 2025Q3: 12,947 shares; 2025Q4: 12,948 shares; 2026Q1: 12,947 shares 12,947 $3.92M 0.2% -1 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: 14,848 shares; 2024Q4: 14,838 shares; 2025Q1: 10,803 shares; 2025Q2: 10,703 shares; 2025Q3: 10,756 shares; 2025Q4: 10,786 shares; 2026Q1: 11,102 shares 11,102 $3.91M 0.2% +316 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: 36,548 shares; 2024Q4: 37,660 shares; 2025Q1: 38,898 shares; 2025Q2: 42,186 shares; 2025Q3: 41,515 shares; 2025Q4: 38,663 shares; 2026Q1: 41,781 shares 41,781 $3.74M 0.19% +3,118 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: 41,822 shares; 2024Q4: 42,334 shares; 2025Q1: 43,808 shares; 2025Q2: 43,236 shares; 2025Q3: 43,894 shares; 2025Q4: 44,278 shares; 2026Q1: 46,070 shares 46,070 $3.67M 0.18% +1,792 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,192 shares; 2025Q1: 9,180 shares; 2025Q2: 9,452 shares; 2025Q3: 9,332 shares; 2025Q4: 9,539 shares; 2026Q1: 9,954 shares 9,954 $3.24M 0.16% +415 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: 2,920 shares; 2024Q4: 4,216 shares; 2025Q1: 4,056 shares; 2025Q2: 5,474 shares; 2025Q3: 6,986 shares; 2025Q4: 8,002 shares; 2026Q1: 8,562 shares 8,562 $3.18M 0.16% +560 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: 2,843 shares; 2024Q4: 3,262 shares; 2025Q1: 3,271 shares; 2025Q2: 4,533 shares; 2025Q3: 6,019 shares; 2025Q4: 6,159 shares; 2026Q1: 5,378 shares 5,378 $3.1M 0.16% -781 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,655 shares; 2024Q4: 43,553 shares; 2025Q1: 43,874 shares; 2025Q2: 44,177 shares; 2025Q3: 43,475 shares; 2025Q4: 43,431 shares; 2026Q1: 44,112 shares 44,112 $3.1M 0.16% +681 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: 67,153 shares; 2024Q4: 15,647 shares; 2025Q1: 13,439 shares; 2025Q2: 13,895 shares; 2025Q3: 13,784 shares; 2025Q4: 13,199 shares; 2026Q1: 13,573 shares 13,573 $3.07M 0.15% +374 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,334 shares; 2025Q1: 1,554 shares; 2025Q2: 2,251 shares; 2025Q3: 5,739 shares; 2025Q4: 8,222 shares; 2026Q1: 8,974 shares 8,974 $3.07M 0.15% +752 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: 5,024 shares; 2024Q4: 5,442 shares; 2025Q1: 8,466 shares; 2025Q2: 9,576 shares; 2025Q3: 13,541 shares; 2025Q4: 14,435 shares; 2026Q1: 16,001 shares 16,001 $2.99M 0.15% +1,566 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,451 shares; 2025Q1: 1,531 shares; 2025Q2: 1,633 shares; 2025Q3: 1,696 shares; 2025Q4: 1,635 shares; 2026Q1: 1,699 shares 1,699 $2.94M 0.15% +64 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 4,418 shares; 2025Q2: 4,862 shares; 2025Q3: 5,843 shares; 2025Q4: 6,083 shares; 2026Q1: 6,337 shares 6,337 $2.92M 0.15% +254 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: 5,831 shares; 2024Q4: 5,992 shares; 2025Q1: 5,686 shares; 2025Q2: 6,686 shares; 2025Q3: 6,404 shares; 2025Q4: 6,330 shares; 2026Q1: 6,550 shares 6,550 $2.86M 0.14% +220 Timeline PRF 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: 59,400 shares; 2024Q4: 59,400 shares; 2025Q1: 59,300 shares; 2025Q2: 59,300 shares; 2025Q3: 59,300 shares; 2025Q4: 59,300 shares; 2026Q1: 59,300 shares 59,300 $2.82M 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 473 shares; 2025Q3: 599 shares; 2025Q4: 603 shares; 2026Q1: 659 shares 659 $2.77M 0.14% +56 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: 19,112 shares; 2024Q4: 19,351 shares; 2025Q1: 19,891 shares; 2025Q2: 19,696 shares; 2025Q3: 20,427 shares; 2025Q4: 20,526 shares; 2026Q1: 21,165 shares 21,165 $2.73M 0.14% +639 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,728 shares; 2024Q4: 30,333 shares; 2025Q1: 30,779 shares; 2025Q2: 30,934 shares; 2025Q3: 30,679 shares; 2025Q4: 30,643 shares; 2026Q1: 31,179 shares 31,179 $2.7M 0.14% +536 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: 1,488 shares; 2024Q4: 1,706 shares; 2025Q1: 1,824 shares; 2025Q2: 2,211 shares; 2025Q3: 2,565 shares; 2025Q4: 25,869 shares; 2026Q1: 27,628 shares 27,628 $2.66M 0.13% +1,759 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: 8,025 shares; 2024Q4: 8,026 shares; 2025Q1: 8,020 shares; 2025Q2: 8,231 shares; 2025Q3: 8,348 shares; 2025Q4: 8,564 shares; 2026Q1: 8,840 shares 8,840 $2.61M 0.13% +276 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: 3,665 shares; 2024Q4: 3,642 shares; 2025Q1: 3,606 shares; 2025Q2: 4,876 shares; 2025Q3: 4,407 shares; 2025Q4: 4,357 shares; 2026Q1: 15,246 shares 15,246 $2.52M 0.13% +10,889 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: 2,661 shares; 2025Q3: 3,590 shares; 2025Q4: 17,548 shares; 2026Q1: 23,297 shares 23,297 $2.44M 0.12% +5,749 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 7,277 shares; 2025Q1: 7,321 shares; 2025Q2: 7,575 shares; 2025Q3: 7,901 shares; 2025Q4: 7,891 shares; 2026Q1: 8,241 shares 8,241 $2.4M 0.12% +350 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,751 shares; 2024Q4: 169,127 shares; 2025Q1: 170,036 shares; 2025Q2: 175,243 shares; 2025Q3: 178,626 shares; 2025Q4: 180,369 shares; 2026Q1: 152,909 shares 152,909 $2.39M 0.12% -27,460 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,320 shares; 2026Q1: 6,926 shares 6,926 $2.39M 0.12% +606 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: 6,423 shares; 2024Q4: 7,760 shares; 2025Q1: 8,070 shares; 2025Q2: 8,710 shares; 2025Q3: 10,391 shares; 2025Q4: 10,407 shares; 2026Q1: 11,719 shares 11,719 $2.32M 0.12% +1,312 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: 363 shares; 2025Q1: 2,411 shares; 2025Q2: 2,404 shares; 2025Q3: 2,490 shares; 2025Q4: 2,559 shares; 2026Q1: 2,728 shares 2,728 $2.31M 0.12% +169 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly 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: 16,558 shares; 2026Q1: 17,477 shares 17,477 $2.29M 0.12% +919 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,082 shares; 2024Q4: 23,781 shares; 2025Q1: 24,169 shares; 2025Q2: 24,274 shares; 2025Q3: 24,153 shares; 2025Q4: 24,201 shares; 2026Q1: 24,512 shares 24,512 $2.29M 0.11% +311 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: 11,307 shares; 2024Q4: 11,843 shares; 2025Q1: 11,122 shares; 2025Q2: 11,106 shares; 2025Q3: 11,296 shares; 2025Q4: 10,848 shares; 2026Q1: 10,430 shares 10,430 $2.24M 0.11% -418 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: 39,873 shares; 2024Q4: 36,843 shares; 2025Q1: 40,506 shares; 2025Q2: 41,079 shares; 2025Q3: 40,550 shares; 2025Q4: 40,944 shares; 2026Q1: 44,669 shares 44,669 $2.24M 0.11% +3,725 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,892 shares; 2024Q4: 52,892 shares; 2025Q1: 66,802 shares; 2025Q2: 66,727 shares; 2025Q3: 62,956 shares; 2025Q4: 62,161 shares; 2026Q1: 62,147 shares 62,147 $2.22M 0.11% -14 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,106 shares; 2025Q1: 11,572 shares; 2025Q2: 12,311 shares; 2025Q3: 12,784 shares; 2025Q4: 12,916 shares; 2026Q1: 12,987 shares 12,987 $2.21M 0.11% +71 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: 10,654 shares; 2024Q4: 11,149 shares; 2025Q1: 11,465 shares; 2025Q2: 11,911 shares; 2025Q3: 12,471 shares; 2025Q4: 11,983 shares; 2026Q1: 12,175 shares 12,175 $2.19M 0.11% +192 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: 6,485 shares; 2024Q4: 6,991 shares; 2025Q1: 7,327 shares; 2025Q2: 7,616 shares; 2025Q3: 8,003 shares; 2025Q4: 7,765 shares; 2026Q1: 7,872 shares 7,872 $2.09M 0.11% +107 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: 1,581 shares; 2024Q4: 2,288 shares; 2025Q1: 2,269 shares; 2025Q2: 3,016 shares; 2025Q3: 3,085 shares; 2025Q4: 3,116 shares; 2026Q1: 3,120 shares 3,120 $2.04M 0.1% +4 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: not reported; 2024Q4: 8,658 shares; 2025Q1: 9,083 shares; 2025Q2: 12,389 shares; 2025Q3: 14,404 shares; 2025Q4: 14,562 shares; 2026Q1: 17,493 shares 17,493 $2.01M 0.1% +2,931 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,176 shares; 2025Q1: 6,161 shares; 2025Q2: 6,338 shares; 2025Q3: 6,477 shares; 2025Q4: 6,226 shares; 2026Q1: 6,707 shares 6,707 $1.95M 0.1% +481 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,346 shares; 2024Q4: 24,896 shares; 2025Q1: 23,477 shares; 2025Q2: 24,145 shares; 2025Q3: 22,161 shares; 2025Q4: 5,475 shares; 2026Q1: 14,755 shares 14,755 $1.93M 0.1% +9,280 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: 1,923 shares; 2024Q4: 1,656 shares; 2025Q1: 2,598 shares; 2025Q2: 4,262 shares; 2025Q3: 10,052 shares; 2025Q4: 12,691 shares; 2026Q1: 13,862 shares 13,862 $1.88M 0.09% +1,171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 1,416 shares; 2025Q4: 1,832 shares; 2026Q1: 2,030 shares 2,030 $1.82M 0.09% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 5,485 shares; 2025Q4: 5,144 shares; 2026Q1: 5,468 shares 5,468 $1.8M 0.09% +324 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: 1,689 shares; 2024Q4: 1,647 shares; 2025Q1: 2,641 shares; 2025Q2: 2,834 shares; 2025Q3: 3,044 shares; 2025Q4: 3,202 shares; 2026Q1: 2,888 shares 2,888 $1.73M 0.09% -314 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,478 shares 49,478 $1.66M 0.08% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,378 shares; 2024Q4: 48,005 shares; 2025Q1: 48,178 shares; 2025Q2: 48,442 shares; 2025Q3: 48,171 shares; 2025Q4: 48,042 shares; 2026Q1: 48,705 shares 48,705 $1.66M 0.08% +663 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,569 shares; 2025Q1: 2,658 shares; 2025Q2: 3,015 shares; 2025Q3: 3,733 shares; 2025Q4: 3,309 shares; 2026Q1: 3,958 shares 3,958 $1.57M 0.08% +649 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: 4,948 shares; 2024Q4: 4,883 shares; 2025Q1: 4,751 shares; 2025Q2: 4,759 shares; 2025Q3: 4,759 shares; 2025Q4: 4,776 shares; 2026Q1: 4,485 shares 4,485 $1.47M 0.07% -291 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: 21,000 shares; 2024Q4: 19,535 shares; 2025Q1: 19,328 shares; 2025Q2: 19,928 shares; 2025Q3: 20,096 shares; 2025Q4: 21,296 shares; 2026Q1: 22,546 shares 22,546 $1.44M 0.07% +1,250 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $1.43M 0.07% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,955 shares; 2024Q4: 26,205 shares; 2025Q1: 25,853 shares; 2025Q2: 27,655 shares; 2025Q3: 27,655 shares; 2025Q4: 27,655 shares; 2026Q1: 27,807 shares 27,807 $1.37M 0.07% +152 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: 9,117 shares; 2024Q4: 8,931 shares; 2025Q1: 9,073 shares; 2025Q2: 9,338 shares; 2025Q3: 9,497 shares; 2025Q4: 9,686 shares; 2026Q1: 10,056 shares 10,056 $1.33M 0.07% +370 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: 2,849 shares; 2024Q4: 3,256 shares; 2025Q1: 2,932 shares; 2025Q2: 2,788 shares; 2025Q3: 2,782 shares; 2025Q4: 6,111 shares; 2026Q1: 3,075 shares 3,075 $1.31M 0.07% -3,036 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: 9,209 shares; 2024Q4: 9,276 shares; 2025Q1: 9,066 shares; 2025Q2: 8,995 shares; 2025Q3: 8,995 shares; 2025Q4: 8,949 shares; 2026Q1: 8,744 shares 8,744 $1.28M 0.06% -205 Timeline LRGF 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: 25,814 shares; 2024Q4: 25,814 shares; 2025Q1: 24,552 shares; 2025Q2: 24,552 shares; 2025Q3: 19,174 shares; 2025Q4: 19,174 shares; 2026Q1: 18,832 shares 18,832 $1.24M 0.06% -342 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,040 shares; 2024Q4: 23,477 shares; 2025Q1: 23,527 shares; 2025Q2: 23,706 shares; 2025Q3: 23,473 shares; 2025Q4: 23,347 shares; 2026Q1: 23,714 shares 23,714 $1.24M 0.06% +367 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: 3,179 shares; 2024Q4: 3,187 shares; 2025Q1: 3,230 shares; 2025Q2: 3,239 shares; 2025Q3: 3,209 shares; 2025Q4: 3,221 shares; 2026Q1: 3,178 shares 3,178 $1.18M 0.06% -43 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,111 shares; 2025Q1: 2,649 shares; 2025Q2: 3,337 shares; 2025Q3: 5,284 shares; 2025Q4: 5,521 shares; 2026Q1: 6,776 shares 6,776 $1.18M 0.06% +1,255 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 9,983 shares; 2025Q1: 9,819 shares; 2025Q2: 9,769 shares; 2025Q3: 8,419 shares; 2025Q4: 8,419 shares; 2026Q1: 8,431 shares 8,431 $1.08M 0.05% +12 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 6,988 shares; 2025Q1: 6,913 shares; 2025Q2: 6,868 shares; 2025Q3: 6,843 shares; 2025Q4: 6,818 shares; 2026Q1: 6,674 shares 6,674 $1.08M 0.05% -144 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: 17,798 shares; 2024Q4: 56,847 shares; 2025Q1: 47,593 shares; 2025Q2: 48,728 shares; 2025Q3: 43,968 shares; 2025Q4: 43,968 shares; 2026Q1: 42,928 shares 42,928 $1.08M 0.05% -1,040 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: 1,768 shares; 2024Q4: 1,897 shares; 2025Q1: 1,839 shares; 2025Q2: 3,613 shares; 2025Q3: 3,549 shares; 2025Q4: 7,298 shares; 2026Q1: 7,955 shares 7,955 $1.06M 0.05% +657 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,440 shares 14,440 $1.05M 0.05% new 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: 3,433 shares; 2024Q4: 5,749 shares; 2025Q1: 3,364 shares; 2025Q2: 4,664 shares; 2025Q3: 4,784 shares; 2025Q4: 9,366 shares; 2026Q1: 9,366 shares 9,366 $1.02M 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 9,012 shares; 2025Q1: 8,612 shares; 2025Q2: 8,341 shares; 2025Q3: 8,568 shares; 2025Q4: 10,617 shares; 2026Q1: 10,527 shares 10,527 $1.02M 0.05% -90 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: 63,997 shares; 2024Q4: 63,534 shares; 2025Q1: 63,985 shares; 2025Q2: 66,385 shares; 2025Q3: 67,796 shares; 2025Q4: 68,613 shares; 2026Q1: 18,549 shares 18,549 $1M 0.05% -50,064 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: 27,518 shares; 2024Q4: 22,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 16,434 shares; 2026Q1: 18,640 shares 18,640 $985K 0.05% +2,206 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: 1,449 shares; 2024Q4: 1,568 shares; 2025Q1: 1,871 shares; 2025Q2: 1,870 shares; 2025Q3: 1,898 shares; 2025Q4: 2,528 shares; 2026Q1: 2,870 shares 2,870 $970K 0.05% +342 Timeline PRFZ 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: 22,206 shares; 2024Q4: 20,070 shares; 2025Q1: 20,070 shares; 2025Q2: 20,070 shares; 2025Q3: 20,070 shares; 2025Q4: 20,743 shares; 2026Q1: 20,743 shares 20,743 $951K 0.05% 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: 6,057 shares; 2024Q4: 6,057 shares; 2025Q1: 6,015 shares; 2025Q2: 6,013 shares; 2025Q3: 6,013 shares; 2025Q4: 6,013 shares; 2026Q1: 6,013 shares 6,013 $935K 0.05% 0 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: 1,843 shares; 2024Q4: 1,978 shares; 2025Q1: 1,954 shares; 2025Q2: 2,190 shares; 2025Q3: 2,172 shares; 2025Q4: 2,161 shares; 2026Q1: 2,156 shares 2,156 $932K 0.05% -5 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: 16,291 shares; 2024Q4: not reported; 2025Q1: 33,887 shares; 2025Q2: 36,072 shares; 2025Q3: 34,571 shares; 2025Q4: 35,831 shares; 2026Q1: 35,770 shares 35,770 $917K 0.05% -61 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 13,378 shares; 2025Q1: 8,547 shares; 2025Q2: 8,450 shares; 2025Q3: 8,650 shares; 2025Q4: 23,676 shares; 2026Q1: 6,131 shares 6,131 $908K 0.05% -17,545 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,843 shares; 2026Q1: 19,768 shares 19,768 $895K 0.05% +1,925 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,119 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 787 shares; 2025Q4: 632 shares; 2026Q1: 604 shares 604 $889K 0.04% -28 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: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 1,811 shares; 2025Q3: 3,758 shares; 2025Q4: 3,600 shares; 2026Q1: 3,285 shares 3,285 $815K 0.04% -315 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 13,474 shares; 2025Q1: 13,534 shares; 2025Q2: 13,599 shares; 2025Q3: 13,497 shares; 2025Q4: 13,465 shares; 2026Q1: 13,635 shares 13,635 $805K 0.04% +170 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,718 shares; 2024Q4: 13,292 shares; 2025Q1: 13,496 shares; 2025Q2: 13,563 shares; 2025Q3: 13,470 shares; 2025Q4: 13,520 shares; 2026Q1: 13,748 shares 13,748 $792K 0.04% +228 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,718 shares; 2025Q4: 5,646 shares; 2026Q1: 5,646 shares 5,646 $788K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 9,332 shares; 2025Q1: 10,347 shares; 2025Q2: 20,967 shares; 2025Q3: 18,289 shares; 2025Q4: 17,761 shares; 2026Q1: 16,938 shares 16,938 $779K 0.04% -823 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: 9,273 shares; 2024Q4: 9,465 shares; 2025Q1: 9,053 shares; 2025Q2: 8,829 shares; 2025Q3: 8,161 shares; 2025Q4: 8,061 shares; 2026Q1: 7,950 shares 7,950 $773K 0.04% -111 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 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: 42,939 shares; 2024Q4: 43,000 shares; 2025Q1: not reported; 2025Q2: 13,966 shares; 2025Q3: 13,832 shares; 2025Q4: 13,832 shares; 2026Q1: 13,563 shares 13,563 $705K 0.04% -269 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,512 shares; 2024Q4: 16,331 shares; 2025Q1: 16,514 shares; 2025Q2: 16,103 shares; 2025Q3: 16,103 shares; 2025Q4: 17,003 shares; 2026Q1: 17,003 shares 17,003 $698K 0.04% 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: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares 1,949 $695K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 8,368 shares; 2025Q1: 7,898 shares; 2025Q2: 7,938 shares; 2025Q3: 9,062 shares; 2025Q4: 8,450 shares; 2026Q1: 7,930 shares 7,930 $673K 0.03% -520 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,639 shares; 2025Q1: 1,607 shares; 2025Q2: 2,612 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares; 2026Q1: 2,705 shares 2,705 $668K 0.03% +100 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: 7,772 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,347 shares; 2026Q1: 8,824 shares 8,824 $663K 0.03% +3,477 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,080 shares; 2025Q2: 6,280 shares; 2025Q3: 5,085 shares; 2025Q4: 5,085 shares; 2026Q1: 4,869 shares 4,869 $662K 0.03% -216 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,038 shares; 2024Q4: 16,854 shares; 2025Q1: 8,727 shares; 2025Q2: 9,002 shares; 2025Q3: 9,256 shares; 2025Q4: 9,113 shares; 2026Q1: 9,095 shares 9,095 $653K 0.03% -18 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: 9,565 shares; 2024Q4: 9,296 shares; 2025Q1: 9,296 shares; 2025Q2: 9,296 shares; 2025Q3: 9,166 shares; 2025Q4: 10,652 shares; 2026Q1: 10,549 shares 10,549 $640K 0.03% -103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,839 shares; 2025Q1: 7,238 shares; 2025Q2: 7,261 shares; 2025Q3: 7,261 shares; 2025Q4: 7,711 shares; 2026Q1: 9,581 shares 9,581 $632K 0.03% +1,870 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: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,198 shares; 2025Q2: 1,371 shares; 2025Q3: 1,460 shares; 2025Q4: 1,516 shares; 2026Q1: 1,580 shares 1,580 $617K 0.03% +64 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,464 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,410 shares; 2025Q4: 2,456 shares; 2026Q1: 2,524 shares 2,524 $616K 0.03% +68 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,392 shares; 2025Q1: 3,417 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares; 2026Q1: 3,892 shares 3,892 $595K 0.03% +500 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: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 2,493 shares; 2025Q2: 2,426 shares; 2025Q3: 2,161 shares; 2025Q4: 2,128 shares; 2026Q1: 2,050 shares 2,050 $588K 0.03% -78 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: 1,014 shares; 2024Q4: 1,046 shares; 2025Q1: 980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,958 shares 1,958 $533K 0.03% -22 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,648 shares; 2026Q1: 3,648 shares 3,648 $508K 0.03% 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: 4,109 shares; 2024Q4: 4,180 shares; 2025Q1: 4,592 shares; 2025Q2: 3,872 shares; 2025Q3: 3,885 shares; 2025Q4: 3,512 shares; 2026Q1: 3,437 shares 3,437 $506K 0.03% -75 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $495K 0.02% 0 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: 662 shares; 2024Q4: 507 shares; 2025Q1: 441 shares; 2025Q2: 392 shares; 2025Q3: 332 shares; 2025Q4: 554 shares; 2026Q1: 492 shares 492 $491K 0.02% -62 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 16,937 shares; 2025Q1: 16,319 shares; 2025Q2: 16,069 shares; 2025Q3: 16,069 shares; 2025Q4: 16,042 shares; 2026Q1: 16,042 shares 16,042 $489K 0.02% 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: 1,184 shares; 2024Q4: not reported; 2025Q1: 1,142 shares; 2025Q2: 1,221 shares; 2025Q3: 1,326 shares; 2025Q4: 1,784 shares; 2026Q1: 1,717 shares 1,717 $487K 0.02% -67 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: 7,370 shares; 2024Q4: 7,620 shares; 2025Q1: 7,370 shares; 2025Q2: 7,370 shares; 2025Q3: 7,370 shares; 2025Q4: 7,220 shares; 2026Q1: 7,095 shares 7,095 $479K 0.02% -125 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: 5,345 shares; 2024Q4: 5,284 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,935 shares; 2026Q1: 4,304 shares 4,304 $472K 0.02% +369 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 553 shares; 2026Q1: 538 shares 538 $469K 0.02% -15 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,236 shares; 2024Q4: 16,470 shares; 2025Q1: 16,568 shares; 2025Q2: 16,633 shares; 2025Q3: 16,690 shares; 2025Q4: 16,685 shares; 2026Q1: 16,854 shares 16,854 $454K 0.02% +169 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 367,647 shares; 2025Q2: 367,647 shares; 2025Q3: 367,647 shares; 2025Q4: 367,647 shares; 2026Q1: 367,647 shares 367,647 $449K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,135 shares; 2025Q3: 1,221 shares; 2025Q4: 3,354 shares; 2026Q1: 3,052 shares 3,052 $446K 0.02% -302 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: 8,176 shares; 2024Q4: 8,137 shares; 2025Q1: 8,052 shares; 2025Q2: 8,052 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares; 2026Q1: 8,192 shares 8,192 $443K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $428K 0.02% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,226 shares; 2025Q1: 7,340 shares; 2025Q2: 7,555 shares; 2025Q3: 7,567 shares; 2025Q4: 7,779 shares; 2026Q1: 7,793 shares 7,793 $425K 0.02% +14 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $413K 0.02% 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: 1,257 shares; 2024Q4: 1,298 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,408 shares 1,408 $404K 0.02% +1 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,144 shares; 2026Q1: 1,273 shares 1,273 $399K 0.02% +129 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: 9,157 shares; 2024Q4: not reported; 2025Q1: 11,680 shares; 2025Q2: 11,987 shares; 2025Q3: 11,987 shares; 2025Q4: 15,911 shares; 2026Q1: 14,252 shares 14,252 $397K 0.02% -1,659 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 968 shares; 2026Q1: 1,152 shares 1,152 $395K 0.02% +184 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 16,073 shares; 2025Q1: 16,076 shares; 2025Q2: 16,076 shares; 2025Q3: 16,077 shares; 2025Q4: 14,043 shares; 2026Q1: 13,219 shares 13,219 $385K 0.02% -824 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,613 shares; 2025Q1: 2,612 shares; 2025Q2: 3,552 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares 3,512 $375K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 9,697 shares; 2025Q1: 30,287 shares; 2025Q2: 8,405 shares; 2025Q3: 18,473 shares; 2025Q4: 16,506 shares; 2026Q1: 12,201 shares 12,201 $374K 0.02% -4,305 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,637 shares; 2025Q3: 2,637 shares; 2025Q4: 2,637 shares; 2026Q1: 2,637 shares 2,637 $365K 0.02% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $364K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,345 shares; 2025Q1: 1,923 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,857 shares; 2026Q1: 1,739 shares 1,739 $361K 0.02% -118 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 3,910 shares; 2025Q1: 3,860 shares; 2025Q2: 3,496 shares; 2025Q3: 3,592 shares; 2025Q4: not reported; 2026Q1: 3,644 shares 3,644 $358K 0.02% new 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: 2,705 shares; 2024Q4: 1,863 shares; 2025Q1: 1,991 shares; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,661 shares; 2026Q1: 1,761 shares 1,761 $358K 0.02% +100 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,569 shares; 2025Q1: 3,569 shares; 2025Q2: 3,569 shares; 2025Q3: 3,449 shares; 2025Q4: 3,042 shares; 2026Q1: 3,042 shares 3,042 $358K 0.02% 0 Timeline DFUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,344 shares; 2025Q3: 7,344 shares; 2025Q4: 7,344 shares; 2026Q1: 7,344 shares 7,344 $356K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 735 shares; 2025Q1: 685 shares; 2025Q2: 637 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 606 shares 606 $341K 0.02% -20 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: 2,476 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,498 shares; 2026Q1: 2,512 shares 2,512 $341K 0.02% +14 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: 1,657 shares; 2024Q4: 1,620 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,395 shares; 2025Q4: 1,990 shares; 2026Q1: 1,729 shares 1,729 $339K 0.02% -261 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: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,352 shares; 2025Q2: 1,362 shares; 2025Q3: 1,517 shares; 2025Q4: 1,525 shares; 2026Q1: 1,539 shares 1,539 $329K 0.02% +14 Timeline XHB 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: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares 3,240 $320K 0.02% 0 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: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares; 2026Q1: 6,880 shares 6,880 $314K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 756 shares; 2026Q1: 817 shares 817 $313K 0.02% +61 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: 34,240 shares; 2024Q4: 3,976 shares; 2025Q1: 3,916 shares; 2025Q2: 4,357 shares; 2025Q3: 3,893 shares; 2025Q4: 3,768 shares; 2026Q1: 3,743 shares 3,743 $307K 0.02% -25 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,974 shares; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 1,753 shares; 2025Q4: 2,601 shares; 2026Q1: 2,578 shares 2,578 $306K 0.02% -23 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 3,310 shares 3,310 $303K 0.02% +764 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: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $303K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,501 shares 2,501 $296K 0.01% -178 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,954 shares; 2025Q1: 8,954 shares; 2025Q2: 8,954 shares; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares; 2026Q1: 8,954 shares 8,954 $296K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares; 2026Q1: 3,027 shares 3,027 $294K 0.01% +20 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: 14,249 shares; 2024Q4: 22,577 shares; 2025Q1: 11,907 shares; 2025Q2: 13,507 shares; 2025Q3: 13,507 shares; 2025Q4: 12,070 shares; 2026Q1: 11,734 shares 11,734 $290K 0.01% -336 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: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares 1,966 $280K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 2,946 shares 2,946 $273K 0.01% new 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: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $265K 0.01% 0 Timeline SPLV 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: 18,929 shares; 2024Q4: 18,381 shares; 2025Q1: 10,362 shares; 2025Q2: 10,374 shares; 2025Q3: 10,433 shares; 2025Q4: 10,403 shares; 2026Q1: 3,604 shares 3,604 $264K 0.01% -6,799 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: 8,571 shares; 2024Q4: 8,571 shares; 2025Q1: 8,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,943 shares; 2026Q1: 6,959 shares 6,959 $263K 0.01% +16 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 1,383 shares; 2026Q1: 1,318 shares 1,318 $262K 0.01% -65 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,600 shares; 2025Q3: 2,350 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares 2,715 $262K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 606 shares 606 $261K 0.01% -20 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: 7,806 shares; 2024Q4: 8,444 shares; 2025Q1: 7,910 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares; 2025Q4: 8,302 shares; 2026Q1: 8,026 shares 8,026 $260K 0.01% -276 Timeline VCR 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: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 722 shares 722 $259K 0.01% -10 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: 2,861 shares; 2025Q1: 2,811 shares; 2025Q2: 2,781 shares; 2025Q3: 2,036 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $252K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares 1,717 $251K 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: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares 1,964 $250K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares; 2025Q4: 5,234 shares; 2026Q1: 5,234 shares 5,234 $247K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 753 shares 753 $241K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 938 shares; 2026Q1: 938 shares 938 $239K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 1,496 shares 1,496 $235K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $234K 0.01% 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: not reported; 2024Q4: 3,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,505 shares; 2026Q1: 3,500 shares 3,500 $233K 0.01% -5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,598 shares; 2025Q2: 2,142 shares; 2025Q3: 1,698 shares; 2025Q4: 1,598 shares; 2026Q1: 1,446 shares 1,446 $232K 0.01% -152 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270 $229K 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $225K 0.01% 0 Timeline RSPT 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $225K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: not reported; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $223K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares 1,027 $223K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,550 shares; 2025Q1: 3,577 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares 1,367 $221K 0.01% 0 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: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 738 shares 738 $221K 0.01% -24 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 888 shares 888 $219K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 783 shares 783 $219K 0.01% -1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $218K 0.01% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $217K 0.01% 0 Timeline IYH 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: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares 3,510 $216K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 334 shares 334 $212K 0.01% new 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: 4,719 shares; 2024Q4: 4,693 shares; 2025Q1: 4,677 shares; 2025Q2: 4,934 shares; 2025Q3: 4,854 shares; 2025Q4: 1,066 shares; 2026Q1: 351 shares 351 $212K 0.01% -715 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,469 shares; 2025Q2: 7,469 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares 5,869 $208K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares 1,480 $206K 0.01% new 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: 1,296 shares; 2024Q4: 1,288 shares; 2025Q1: 1,488 shares; 2025Q2: 1,635 shares; 2025Q3: 1,215 shares; 2025Q4: 1,099 shares; 2026Q1: 1,088 shares 1,088 $206K 0.01% -11 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: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares 1,840 $203K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 17,864 shares; 2025Q4: 17,865 shares; 2026Q1: 17,864 shares 17,864 $124K 0.01% -1 Timeline