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: 308,775 shares; 2024Q4: 308,929 shares; 2025Q1: 287,943 shares; 2025Q2: 293,761 shares; 2025Q3: 292,732 shares; 2025Q4: 279,740 shares; 2026Q1: 274,762 shares 274,762 $69.7M 4.74% -4,978 Timeline IBDS 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: 961,816 shares; 2024Q4: 1,043,419 shares; 2025Q1: 1,159,837 shares; 2025Q2: 1,319,610 shares; 2025Q3: 1,460,296 shares; 2025Q4: 1,982,691 shares; 2026Q1: 2,048,974 shares 2,048,974 $49.7M 3.38% +66,283 Timeline IBDR 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: 1,198,154 shares; 2024Q4: 1,307,356 shares; 2025Q1: 1,409,703 shares; 2025Q2: 1,710,809 shares; 2025Q3: 1,802,697 shares; 2025Q4: 2,013,302 shares; 2026Q1: 1,981,257 shares 1,981,257 $48M 3.27% -32,045 Timeline IBDU 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: 676,437 shares; 2024Q4: 716,958 shares; 2025Q1: 817,229 shares; 2025Q2: 944,550 shares; 2025Q3: 1,037,961 shares; 2025Q4: 1,613,448 shares; 2026Q1: 1,766,350 shares 1,766,350 $41.1M 2.79% +152,902 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,789 shares; 2024Q4: 228,235 shares; 2025Q1: 231,566 shares; 2025Q2: 238,400 shares; 2025Q3: 232,593 shares; 2025Q4: 228,261 shares; 2026Q1: 227,962 shares 227,962 $39.8M 2.7% -299 Timeline IBDT 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: 806,748 shares; 2024Q4: 863,127 shares; 2025Q1: 952,148 shares; 2025Q2: 1,100,626 shares; 2025Q3: 1,205,249 shares; 2025Q4: 1,446,008 shares; 2026Q1: 1,562,572 shares 1,562,572 $39.6M 2.69% +116,564 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,385 shares; 2024Q4: 687,539 shares; 2025Q1: 757,598 shares; 2025Q2: 892,440 shares; 2025Q3: 987,630 shares; 2025Q4: 1,478,715 shares; 2026Q1: 1,746,344 shares 1,746,344 $38.2M 2.6% +267,629 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: 86,981 shares; 2024Q4: 90,318 shares; 2025Q1: 91,747 shares; 2025Q2: 94,120 shares; 2025Q3: 92,579 shares; 2025Q4: 92,746 shares; 2026Q1: 94,047 shares 94,047 $34.8M 2.37% +1,301 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772,233 shares; 2024Q4: 797,312 shares; 2025Q1: 822,842 shares; 2025Q2: 851,230 shares; 2025Q3: 868,694 shares; 2025Q4: 894,718 shares; 2026Q1: 883,125 shares 883,125 $29.8M 2.03% -11,593 Timeline IBDW 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: 651,055 shares; 2024Q4: 696,080 shares; 2025Q1: 770,502 shares; 2025Q2: 885,244 shares; 2025Q3: 954,062 shares; 2025Q4: 1,119,214 shares; 2026Q1: 1,182,844 shares 1,182,844 $24.8M 1.68% +63,630 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: 334,004 shares; 2024Q4: 976,078 shares; 2025Q1: 956,160 shares; 2025Q2: 957,527 shares; 2025Q3: 977,104 shares; 2025Q4: 958,031 shares; 2026Q1: 917,699 shares 917,699 $23.5M 1.6% -40,332 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: 38,713 shares; 2024Q4: 39,666 shares; 2025Q1: 38,856 shares; 2025Q2: 38,596 shares; 2025Q3: 38,681 shares; 2025Q4: 38,939 shares; 2026Q1: 38,779 shares 38,779 $23.2M 1.58% -160 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299,033 shares; 2025Q1: 543,273 shares; 2025Q2: 657,139 shares; 2025Q3: 722,066 shares; 2025Q4: 856,087 shares; 2026Q1: 905,660 shares 905,660 $22.9M 1.56% +49,573 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: 73,321 shares; 2024Q4: 75,398 shares; 2025Q1: 70,979 shares; 2025Q2: 77,341 shares; 2025Q3: 77,850 shares; 2025Q4: 75,905 shares; 2026Q1: 70,368 shares 70,368 $22.6M 1.54% -5,537 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: 27,564 shares; 2024Q4: 29,417 shares; 2025Q1: 29,197 shares; 2025Q2: 23,384 shares; 2025Q3: 22,828 shares; 2025Q4: 22,689 shares; 2026Q1: 22,393 shares 22,393 $20.6M 1.4% -296 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: 63,751 shares; 2024Q4: 62,640 shares; 2025Q1: 62,344 shares; 2025Q2: 63,459 shares; 2025Q3: 64,131 shares; 2025Q4: 65,249 shares; 2026Q1: 64,641 shares 64,641 $19M 1.29% -608 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: 91,709 shares; 2024Q4: 93,046 shares; 2025Q1: 91,598 shares; 2025Q2: 87,969 shares; 2025Q3: 87,596 shares; 2025Q4: 87,863 shares; 2026Q1: 87,389 shares 87,389 $18.8M 1.28% -474 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: 87,224 shares; 2024Q4: 86,535 shares; 2025Q1: 87,401 shares; 2025Q2: 89,856 shares; 2025Q3: 89,685 shares; 2025Q4: 88,689 shares; 2026Q1: 88,867 shares 88,867 $18.5M 1.26% +178 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: 26,968 shares; 2024Q4: 27,188 shares; 2025Q1: 26,056 shares; 2025Q2: 25,733 shares; 2025Q3: 25,530 shares; 2025Q4: 25,436 shares; 2026Q1: 25,111 shares 25,111 $17.5M 1.19% -325 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: 49,861 shares; 2024Q4: 52,588 shares; 2025Q1: 50,996 shares; 2025Q2: 64,337 shares; 2025Q3: 58,407 shares; 2025Q4: 55,484 shares; 2026Q1: 54,932 shares 54,932 $17M 1.16% -552 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: 65,226 shares; 2024Q4: 65,406 shares; 2025Q1: 64,781 shares; 2025Q2: 62,594 shares; 2025Q3: 62,536 shares; 2025Q4: 59,354 shares; 2026Q1: 58,050 shares 58,050 $16.7M 1.13% -1,304 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: 81,374 shares; 2024Q4: 82,711 shares; 2025Q1: 70,119 shares; 2025Q2: 70,743 shares; 2025Q3: 70,595 shares; 2025Q4: 68,935 shares; 2026Q1: 68,115 shares 68,115 $16.6M 1.13% -820 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: 30,786 shares; 2024Q4: 30,919 shares; 2025Q1: 30,353 shares; 2025Q2: 30,150 shares; 2025Q3: 29,985 shares; 2025Q4: 28,380 shares; 2026Q1: 28,278 shares 28,278 $16.3M 1.11% -102 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: 199,522 shares; 2024Q4: 632,566 shares; 2025Q1: 547,465 shares; 2025Q2: 528,070 shares; 2025Q3: 520,986 shares; 2025Q4: 549,366 shares; 2026Q1: 520,591 shares 520,591 $16M 1.09% -28,775 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: 66,527 shares; 2024Q4: 57,844 shares; 2025Q1: 57,225 shares; 2025Q2: 307,849 shares; 2025Q3: 302,950 shares; 2025Q4: 260,569 shares; 2026Q1: 244,617 shares 244,617 $14.8M 1.01% -15,952 Timeline SPHQ 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: 205,749 shares; 2024Q4: 213,558 shares; 2025Q1: 217,311 shares; 2025Q2: 213,726 shares; 2025Q3: 198,587 shares; 2025Q4: 197,155 shares; 2026Q1: 194,574 shares 194,574 $14.6M 1% -2,581 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: 40,277 shares; 2024Q4: 42,710 shares; 2025Q1: 42,487 shares; 2025Q2: 48,678 shares; 2025Q3: 49,866 shares; 2025Q4: 49,503 shares; 2026Q1: 49,138 shares 49,138 $14.1M 0.96% -365 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: 17,827 shares; 2024Q4: 17,851 shares; 2025Q1: 19,396 shares; 2025Q2: 19,786 shares; 2025Q3: 19,816 shares; 2025Q4: 20,232 shares; 2026Q1: 20,153 shares 20,153 $13.1M 0.89% -79 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: 43,512 shares; 2024Q4: 44,481 shares; 2025Q1: 38,457 shares; 2025Q2: 35,216 shares; 2025Q3: 35,078 shares; 2025Q4: 35,165 shares; 2026Q1: 34,851 shares 34,851 $13M 0.88% -314 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: 96,187 shares; 2024Q4: 102,556 shares; 2025Q1: 101,451 shares; 2025Q2: 98,725 shares; 2025Q3: 99,451 shares; 2025Q4: 99,481 shares; 2026Q1: 95,884 shares 95,884 $11.9M 0.81% -3,597 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: 36,718 shares; 2024Q4: 39,733 shares; 2025Q1: 40,898 shares; 2025Q2: 42,811 shares; 2025Q3: 44,079 shares; 2025Q4: 89,591 shares; 2026Q1: 88,777 shares 88,777 $11.8M 0.8% -814 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: 33,998 shares; 2024Q4: 35,467 shares; 2025Q1: 35,793 shares; 2025Q2: 35,771 shares; 2025Q3: 35,263 shares; 2025Q4: 35,013 shares; 2026Q1: 35,278 shares 35,278 $11.6M 0.79% +265 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: 57,376 shares; 2024Q4: 58,812 shares; 2025Q1: 54,853 shares; 2025Q2: 54,935 shares; 2025Q3: 53,429 shares; 2025Q4: 52,789 shares; 2026Q1: 53,079 shares 53,079 $11.5M 0.79% +290 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: 24,835 shares; 2024Q4: 25,060 shares; 2025Q1: 25,044 shares; 2025Q2: 25,232 shares; 2025Q3: 24,713 shares; 2025Q4: 24,978 shares; 2026Q1: 24,751 shares 24,751 $11.5M 0.78% -227 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: 67,028 shares; 2024Q4: 69,575 shares; 2025Q1: 62,532 shares; 2025Q2: 63,660 shares; 2025Q3: 66,504 shares; 2025Q4: 67,917 shares; 2026Q1: 67,024 shares 67,024 $11.4M 0.77% -893 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: 89,396 shares; 2024Q4: 90,502 shares; 2025Q1: 84,784 shares; 2025Q2: 86,533 shares; 2025Q3: 83,614 shares; 2025Q4: 80,280 shares; 2026Q1: 78,510 shares 78,510 $11.3M 0.77% -1,770 Timeline IBTG 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: 241,272 shares; 2025Q3: 291,746 shares; 2025Q4: 494,443 shares; 2026Q1: 491,869 shares 491,869 $11.3M 0.77% -2,574 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 146,253 shares; 2025Q4: 201,960 shares; 2026Q1: 330,562 shares 330,562 $10.9M 0.74% +128,602 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: 28,364 shares; 2024Q4: 29,523 shares; 2025Q1: 29,180 shares; 2025Q2: 29,665 shares; 2025Q3: 29,327 shares; 2025Q4: 29,215 shares; 2026Q1: 29,089 shares 29,089 $10.2M 0.7% -126 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,283 shares; 2024Q4: 172,195 shares; 2025Q1: 156,298 shares; 2025Q2: 152,321 shares; 2025Q3: 150,071 shares; 2025Q4: 146,511 shares; 2026Q1: 140,729 shares 140,729 $9.88M 0.67% -5,782 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: 250,262 shares; 2024Q4: 252,162 shares; 2025Q1: 247,844 shares; 2025Q2: 245,944 shares; 2025Q3: 245,944 shares; 2025Q4: 243,112 shares; 2026Q1: 241,788 shares 241,788 $9.15M 0.62% -1,324 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: 22,590 shares; 2024Q4: 22,213 shares; 2025Q1: 22,156 shares; 2025Q2: 22,351 shares; 2025Q3: 22,469 shares; 2025Q4: 21,228 shares; 2026Q1: 21,234 shares 21,234 $9.05M 0.62% +6 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: 19,165 shares; 2024Q4: 19,082 shares; 2025Q1: 18,733 shares; 2025Q2: 18,965 shares; 2025Q3: 18,995 shares; 2025Q4: 18,877 shares; 2026Q1: 18,834 shares 18,834 $9.03M 0.61% -43 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: 60,529 shares; 2024Q4: 65,492 shares; 2025Q1: 63,771 shares; 2025Q2: 60,894 shares; 2025Q3: 59,706 shares; 2025Q4: 61,520 shares; 2026Q1: 60,702 shares 60,702 $8.99M 0.61% -818 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: 91,922 shares; 2024Q4: 94,033 shares; 2025Q1: 92,134 shares; 2025Q2: 94,829 shares; 2025Q3: 91,383 shares; 2025Q4: 89,786 shares; 2026Q1: 89,632 shares 89,632 $8.65M 0.59% -154 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,566 shares; 2025Q4: 114,379 shares; 2026Q1: 109,895 shares 109,895 $8.59M 0.58% -4,484 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: 24,211 shares; 2024Q4: 36,329 shares; 2025Q1: 37,255 shares; 2025Q2: 43,124 shares; 2025Q3: 44,674 shares; 2025Q4: 44,614 shares; 2026Q1: 43,845 shares 43,845 $8.46M 0.58% -769 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: 116,788 shares; 2024Q4: 120,395 shares; 2025Q1: 118,266 shares; 2025Q2: 114,682 shares; 2025Q3: 112,869 shares; 2025Q4: 112,096 shares; 2026Q1: 105,198 shares 105,198 $8M 0.54% -6,898 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: 51,610 shares; 2024Q4: 51,990 shares; 2025Q1: 53,957 shares; 2025Q2: 63,089 shares; 2025Q3: 63,782 shares; 2025Q4: 64,281 shares; 2026Q1: 64,516 shares 64,516 $7.76M 0.53% +235 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: not reported; 2024Q4: not reported; 2025Q1: 50,607 shares; 2025Q2: 186,103 shares; 2025Q3: 280,659 shares; 2025Q4: 303,429 shares; 2026Q1: 311,252 shares 311,252 $7.7M 0.52% +7,823 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: 12,653 shares; 2024Q4: 14,685 shares; 2025Q1: 15,017 shares; 2025Q2: 16,020 shares; 2025Q3: 16,326 shares; 2025Q4: 16,438 shares; 2026Q1: 17,735 shares 17,735 $7.63M 0.52% +1,297 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: 30,792 shares; 2024Q4: 31,849 shares; 2025Q1: 31,561 shares; 2025Q2: 31,082 shares; 2025Q3: 31,839 shares; 2025Q4: 31,266 shares; 2026Q1: 31,062 shares 31,062 $7.53M 0.51% -204 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: 41,210 shares; 2024Q4: 38,969 shares; 2025Q1: 35,431 shares; 2025Q2: 37,296 shares; 2025Q3: 37,632 shares; 2025Q4: 33,866 shares; 2026Q1: 35,657 shares 35,657 $7.38M 0.5% +1,791 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: 10,235 shares; 2024Q4: 10,314 shares; 2025Q1: 10,804 shares; 2025Q2: 12,699 shares; 2025Q3: 12,746 shares; 2025Q4: 12,567 shares; 2026Q1: 12,619 shares 12,619 $7.22M 0.49% +52 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,643 shares; 2024Q4: 66,240 shares; 2025Q1: 68,036 shares; 2025Q2: 72,168 shares; 2025Q3: 74,672 shares; 2025Q4: 155,657 shares; 2026Q1: 153,725 shares 153,725 $7.05M 0.48% -1,932 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: 11,408 shares; 2024Q4: 11,927 shares; 2025Q1: 11,715 shares; 2025Q2: 10,500 shares; 2025Q3: 10,412 shares; 2025Q4: 10,023 shares; 2026Q1: 9,882 shares 9,882 $7M 0.48% -141 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: 28,591 shares; 2024Q4: 24,230 shares; 2025Q1: 23,182 shares; 2025Q2: 23,136 shares; 2025Q3: 22,555 shares; 2025Q4: 22,458 shares; 2026Q1: 22,120 shares 22,120 $6.87M 0.47% -338 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: 44,821 shares; 2024Q4: 44,150 shares; 2025Q1: 41,216 shares; 2025Q2: 41,611 shares; 2025Q3: 40,396 shares; 2025Q4: 40,231 shares; 2026Q1: 40,536 shares 40,536 $6.7M 0.46% +305 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: 36,071 shares; 2024Q4: 50,712 shares; 2025Q1: 58,665 shares; 2025Q2: 58,792 shares; 2025Q3: 59,578 shares; 2025Q4: 59,881 shares; 2026Q1: 59,586 shares 59,586 $6.54M 0.44% -295 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: 31,311 shares; 2024Q4: 33,033 shares; 2025Q1: 33,117 shares; 2025Q2: 43,915 shares; 2025Q3: 42,074 shares; 2025Q4: 41,978 shares; 2026Q1: 41,910 shares 41,910 $6.51M 0.44% -68 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,105 shares; 2024Q4: 90,335 shares; 2025Q1: 85,762 shares; 2025Q2: 85,515 shares; 2025Q3: 85,459 shares; 2025Q4: 85,440 shares; 2026Q1: 85,461 shares 85,461 $6.29M 0.43% +21 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: 23,464 shares; 2024Q4: 21,039 shares; 2025Q1: 21,179 shares; 2025Q2: 20,899 shares; 2025Q3: 21,411 shares; 2025Q4: 21,600 shares; 2026Q1: 20,790 shares 20,790 $6.28M 0.43% -810 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,144 shares; 2024Q4: 140,526 shares; 2025Q1: 157,368 shares; 2025Q2: 205,621 shares; 2025Q3: 168,784 shares; 2025Q4: 215,536 shares; 2026Q1: 227,642 shares 227,642 $5.83M 0.4% +12,106 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: 53,229 shares; 2024Q4: 56,925 shares; 2025Q1: 59,117 shares; 2025Q2: 63,475 shares; 2025Q3: 68,035 shares; 2025Q4: 71,053 shares; 2026Q1: 70,892 shares 70,892 $5.81M 0.4% -161 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: 6,107 shares; 2024Q4: 5,987 shares; 2025Q1: 5,883 shares; 2025Q2: 5,645 shares; 2025Q3: 5,653 shares; 2025Q4: 5,764 shares; 2026Q1: 5,828 shares 5,828 $5.81M 0.4% +64 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: 63,229 shares; 2024Q4: 63,499 shares; 2025Q1: 62,323 shares; 2025Q2: 59,761 shares; 2025Q3: 59,398 shares; 2025Q4: 57,634 shares; 2026Q1: 56,802 shares 56,802 $5.52M 0.38% -832 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: 29,319 shares; 2024Q4: 29,400 shares; 2025Q1: 28,073 shares; 2025Q2: 27,433 shares; 2025Q3: 27,267 shares; 2025Q4: 27,550 shares; 2026Q1: 27,185 shares 27,185 $5.33M 0.36% -365 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: 13,252 shares; 2024Q4: 13,717 shares; 2025Q1: 13,863 shares; 2025Q2: 14,455 shares; 2025Q3: 14,590 shares; 2025Q4: 14,901 shares; 2026Q1: 14,853 shares 14,853 $5.3M 0.36% -48 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,462 shares; 2024Q4: 87,695 shares; 2025Q1: 89,702 shares; 2025Q2: 105,336 shares; 2025Q3: 109,903 shares; 2025Q4: 112,334 shares; 2026Q1: 112,729 shares 112,729 $5.24M 0.36% +395 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: 40,811 shares; 2024Q4: 40,926 shares; 2025Q1: 40,814 shares; 2025Q2: 39,901 shares; 2025Q3: 39,901 shares; 2025Q4: 39,608 shares; 2026Q1: 39,404 shares 39,404 $5.16M 0.35% -204 Timeline IBMP 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: 108,698 shares; 2024Q4: 108,224 shares; 2025Q1: 121,869 shares; 2025Q2: 154,864 shares; 2025Q3: 145,721 shares; 2025Q4: 183,054 shares; 2026Q1: 197,983 shares 197,983 $5.04M 0.34% +14,929 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: 44,765 shares; 2024Q4: 48,095 shares; 2025Q1: 49,515 shares; 2025Q2: 55,362 shares; 2025Q3: 33,670 shares; 2025Q4: 32,587 shares; 2026Q1: 31,282 shares 31,282 $4.59M 0.31% -1,305 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: 73,553 shares; 2024Q4: 74,058 shares; 2025Q1: 71,417 shares; 2025Q2: 71,852 shares; 2025Q3: 69,929 shares; 2025Q4: 68,822 shares; 2026Q1: 69,064 shares 69,064 $4.56M 0.31% +242 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,575 shares; 2024Q4: 39,347 shares; 2025Q1: 40,842 shares; 2025Q2: 43,418 shares; 2025Q3: 43,360 shares; 2025Q4: 44,439 shares; 2026Q1: 45,847 shares 45,847 $4.55M 0.31% +1,408 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: 24,295 shares; 2024Q4: 23,995 shares; 2025Q1: 34,563 shares; 2025Q2: 44,887 shares; 2025Q3: 49,045 shares; 2025Q4: 48,844 shares; 2026Q1: 50,261 shares 50,261 $4.55M 0.31% +1,417 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: 22,870 shares 22,870 $4.51M 0.31% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,796 shares; 2025Q1: 16,451 shares; 2025Q2: 12,967 shares; 2025Q3: 12,842 shares; 2025Q4: 12,119 shares; 2026Q1: 11,311 shares 11,311 $4.43M 0.3% -808 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: 12,903 shares; 2024Q4: 13,224 shares; 2025Q1: 13,586 shares; 2025Q2: 13,752 shares; 2025Q3: 13,533 shares; 2025Q4: 13,159 shares; 2026Q1: 12,774 shares 12,774 $4.38M 0.3% -385 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: 20,681 shares; 2025Q1: 21,598 shares; 2025Q2: 21,455 shares; 2025Q3: 21,427 shares; 2025Q4: 19,822 shares; 2026Q1: 20,159 shares 20,159 $4.31M 0.29% +337 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: 132,887 shares; 2024Q4: 124,716 shares; 2025Q1: 119,685 shares; 2025Q2: 119,171 shares; 2025Q3: 118,927 shares; 2025Q4: 126,044 shares; 2026Q1: 127,171 shares 127,171 $4.26M 0.29% +1,127 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: 46,288 shares; 2024Q4: 47,086 shares; 2025Q1: 48,606 shares; 2025Q2: 49,366 shares; 2025Q3: 47,457 shares; 2025Q4: 46,520 shares; 2026Q1: 45,499 shares 45,499 $4.23M 0.29% -1,021 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,111 shares; 2024Q4: 29,350 shares; 2025Q1: 29,943 shares; 2025Q2: 33,534 shares; 2025Q3: 35,725 shares; 2025Q4: 36,540 shares; 2026Q1: 37,048 shares 37,048 $4.19M 0.29% +508 Timeline IBMQ 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: 80,981 shares; 2024Q4: 80,919 shares; 2025Q1: 88,754 shares; 2025Q2: 112,390 shares; 2025Q3: 102,895 shares; 2025Q4: 145,978 shares; 2026Q1: 160,924 shares 160,924 $4.11M 0.28% +14,946 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: 10,540 shares; 2024Q4: 10,811 shares; 2025Q1: 10,127 shares; 2025Q2: 27,134 shares; 2025Q3: 29,562 shares; 2025Q4: 29,632 shares; 2026Q1: 28,880 shares 28,880 $4.03M 0.27% -752 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: 15,187 shares; 2024Q4: 15,284 shares; 2025Q1: 15,353 shares; 2025Q2: 18,319 shares; 2025Q3: 18,972 shares; 2025Q4: 20,409 shares; 2026Q1: 20,408 shares 20,408 $3.96M 0.27% -1 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: 15,805 shares; 2024Q4: 11,742 shares; 2025Q1: 11,234 shares; 2025Q2: 13,157 shares; 2025Q3: 13,013 shares; 2025Q4: 13,150 shares; 2026Q1: 13,049 shares 13,049 $3.95M 0.27% -101 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: 9,385 shares; 2024Q4: 10,304 shares; 2025Q1: 9,451 shares; 2025Q2: 9,289 shares; 2025Q3: 9,191 shares; 2025Q4: 9,022 shares; 2026Q1: 8,894 shares 8,894 $3.88M 0.26% -128 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: 14,182 shares; 2024Q4: 17,509 shares; 2025Q1: 17,740 shares; 2025Q2: 21,620 shares; 2025Q3: 23,402 shares; 2025Q4: 23,945 shares; 2026Q1: 23,996 shares 23,996 $3.83M 0.26% +51 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: 15,792 shares; 2024Q4: 15,226 shares; 2025Q1: 15,036 shares; 2025Q2: 15,086 shares; 2025Q3: 14,335 shares; 2025Q4: 13,610 shares; 2026Q1: 13,292 shares 13,292 $3.62M 0.25% -318 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: 13,586 shares; 2024Q4: 13,873 shares; 2025Q1: 14,049 shares; 2025Q2: 14,335 shares; 2025Q3: 14,547 shares; 2025Q4: 14,585 shares; 2026Q1: 14,492 shares 14,492 $3.59M 0.24% -93 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: 42,991 shares; 2024Q4: 44,862 shares; 2025Q1: 44,164 shares; 2025Q2: 46,508 shares; 2025Q3: 47,357 shares; 2025Q4: 47,591 shares; 2026Q1: 45,635 shares 45,635 $3.54M 0.24% -1,956 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: 70,606 shares; 2024Q4: 65,540 shares; 2025Q1: 66,710 shares; 2025Q2: 49,418 shares; 2025Q3: 48,773 shares; 2025Q4: 49,271 shares; 2026Q1: 48,609 shares 48,609 $3.54M 0.24% -662 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: 11,474 shares; 2024Q4: 12,820 shares; 2025Q1: 13,213 shares; 2025Q2: 15,869 shares; 2025Q3: 16,697 shares; 2025Q4: 16,879 shares; 2026Q1: 17,809 shares 17,809 $3.53M 0.24% +930 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: 70,185 shares; 2024Q4: 71,130 shares; 2025Q1: 74,754 shares; 2025Q2: 72,101 shares; 2025Q3: 71,868 shares; 2025Q4: 70,275 shares; 2026Q1: 70,182 shares 70,182 $3.42M 0.23% -93 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: 22,778 shares; 2024Q4: 22,690 shares; 2025Q1: 23,420 shares; 2025Q2: 23,433 shares; 2025Q3: 23,643 shares; 2025Q4: 23,829 shares; 2026Q1: 23,233 shares 23,233 $3.42M 0.23% -596 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 48,286 shares; 2025Q1: 48,286 shares; 2025Q2: 48,622 shares; 2025Q3: 54,716 shares; 2025Q4: 54,405 shares; 2026Q1: 49,713 shares 49,713 $3.39M 0.23% -4,692 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: 4,924 shares; 2024Q4: 8,026 shares; 2025Q1: 8,276 shares; 2025Q2: 8,931 shares; 2025Q3: 9,384 shares; 2025Q4: 9,803 shares; 2026Q1: 9,873 shares 9,873 $3.24M 0.22% +70 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,940 shares; 2024Q4: 25,026 shares; 2025Q1: 29,431 shares; 2025Q2: 33,332 shares; 2025Q3: 34,333 shares; 2025Q4: 36,121 shares; 2026Q1: 36,496 shares 36,496 $3.23M 0.22% +375 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: 16,628 shares; 2024Q4: 16,342 shares; 2025Q1: 16,491 shares; 2025Q2: 16,811 shares; 2025Q3: 16,894 shares; 2025Q4: 17,551 shares; 2026Q1: 17,599 shares 17,599 $3.17M 0.22% +48 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,571 shares; 2025Q1: 3,644 shares; 2025Q2: 14,218 shares; 2025Q3: 15,526 shares; 2025Q4: 16,190 shares; 2026Q1: 15,966 shares 15,966 $3.16M 0.21% -224 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,889 shares; 2024Q4: 47,901 shares; 2025Q1: 47,269 shares; 2025Q2: 46,807 shares; 2025Q3: 46,766 shares; 2025Q4: 46,777 shares; 2026Q1: 46,754 shares 46,754 $3.1M 0.21% -23 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: 33,763 shares; 2024Q4: 31,706 shares; 2025Q1: 33,091 shares; 2025Q2: 33,656 shares; 2025Q3: 34,071 shares; 2025Q4: 34,566 shares; 2026Q1: 34,917 shares 34,917 $3.03M 0.21% +351 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: 21,356 shares; 2024Q4: 21,390 shares; 2025Q1: 21,771 shares; 2025Q2: 23,072 shares; 2025Q3: 22,734 shares; 2025Q4: 22,718 shares; 2026Q1: 22,387 shares 22,387 $2.93M 0.2% -331 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: 22,798 shares; 2024Q4: 23,876 shares; 2025Q1: 24,186 shares; 2025Q2: 23,121 shares; 2025Q3: 22,671 shares; 2025Q4: 22,494 shares; 2026Q1: 22,444 shares 22,444 $2.89M 0.2% -50 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: 5,556 shares; 2024Q4: 5,463 shares; 2025Q1: 5,204 shares; 2025Q2: 5,464 shares; 2025Q3: 5,474 shares; 2025Q4: 4,847 shares; 2026Q1: 4,366 shares 4,366 $2.85M 0.19% -481 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: 22,190 shares; 2024Q4: 22,501 shares; 2025Q1: 22,416 shares; 2025Q2: 21,958 shares; 2025Q3: 21,911 shares; 2025Q4: 21,828 shares; 2026Q1: 21,780 shares 21,780 $2.85M 0.19% -48 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: 3,254 shares; 2024Q4: 15,999 shares; 2025Q1: 19,208 shares; 2025Q2: 10,444 shares; 2025Q3: 9,672 shares; 2025Q4: 8,919 shares; 2026Q1: 8,357 shares 8,357 $2.82M 0.19% -562 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: 7,789 shares; 2024Q4: 7,248 shares; 2025Q1: 7,363 shares; 2025Q2: 29,539 shares; 2025Q3: 32,277 shares; 2025Q4: 33,847 shares; 2026Q1: 34,899 shares 34,899 $2.78M 0.19% +1,052 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: 14,323 shares; 2024Q4: 14,251 shares; 2025Q1: 13,122 shares; 2025Q2: 13,010 shares; 2025Q3: 12,659 shares; 2025Q4: 12,642 shares; 2026Q1: 11,748 shares 11,748 $2.78M 0.19% -894 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 15,618 shares; 2025Q1: 16,836 shares; 2025Q2: 30,666 shares; 2025Q3: 32,895 shares; 2025Q4: 34,360 shares; 2026Q1: 34,649 shares 34,649 $2.75M 0.19% +289 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 10,210 shares; 2025Q1: 10,542 shares; 2025Q2: 13,738 shares; 2025Q3: 15,188 shares; 2025Q4: 15,930 shares; 2026Q1: 16,373 shares 16,373 $2.66M 0.18% +443 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,201 shares; 2025Q1: 7,361 shares; 2025Q2: 5,647 shares; 2025Q3: 5,699 shares; 2025Q4: 5,620 shares; 2026Q1: 5,487 shares 5,487 $2.6M 0.18% -133 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 66,716 shares; 2025Q3: 66,696 shares; 2025Q4: 66,685 shares; 2026Q1: 62,685 shares 62,685 $2.59M 0.18% -4,000 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: 9,760 shares; 2024Q4: 9,601 shares; 2025Q1: 9,280 shares; 2025Q2: 9,312 shares; 2025Q3: 8,996 shares; 2025Q4: 8,682 shares; 2026Q1: 8,978 shares 8,978 $2.58M 0.18% +296 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: 4,359 shares; 2024Q4: 4,252 shares; 2025Q1: 4,178 shares; 2025Q2: 5,229 shares; 2025Q3: 5,183 shares; 2025Q4: 5,007 shares; 2026Q1: 5,140 shares 5,140 $2.53M 0.17% +133 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,458 shares; 2024Q4: 28,458 shares; 2025Q1: 28,458 shares; 2025Q2: 28,562 shares; 2025Q3: 28,358 shares; 2025Q4: 28,358 shares; 2026Q1: 28,358 shares 28,358 $2.5M 0.17% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,614 shares; 2024Q4: 45,614 shares; 2025Q1: 45,517 shares; 2025Q2: 45,627 shares; 2025Q3: 45,627 shares; 2025Q4: 45,612 shares; 2026Q1: 45,612 shares 45,612 $2.4M 0.16% 0 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: 10,724 shares; 2025Q1: 11,703 shares; 2025Q2: 10,350 shares; 2025Q3: 10,606 shares; 2025Q4: 10,116 shares; 2026Q1: 9,371 shares 9,371 $2.35M 0.16% -745 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,736 shares; 2025Q1: 8,798 shares; 2025Q2: 8,965 shares; 2025Q3: 8,997 shares; 2025Q4: 9,017 shares; 2026Q1: 8,860 shares 8,860 $2.31M 0.16% -157 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: 27,243 shares; 2024Q4: 28,289 shares; 2025Q1: 24,888 shares; 2025Q2: 25,072 shares; 2025Q3: 24,341 shares; 2025Q4: 23,829 shares; 2026Q1: 22,311 shares 22,311 $2.29M 0.16% -1,518 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: 69,648 shares; 2024Q4: 57,708 shares; 2025Q1: 53,993 shares; 2025Q2: 54,880 shares; 2025Q3: 50,305 shares; 2025Q4: 45,853 shares; 2026Q1: 45,568 shares 45,568 $2.29M 0.16% -285 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: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,995 shares; 2025Q3: 3,986 shares; 2025Q4: 3,963 shares; 2026Q1: 3,966 shares 3,966 $2.23M 0.15% +3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,062 shares; 2024Q4: 266,216 shares; 2025Q1: 230,459 shares; 2025Q2: 221,829 shares; 2025Q3: 222,221 shares; 2025Q4: 216,111 shares; 2026Q1: 216,565 shares 216,565 $2.23M 0.15% +454 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: 29,860 shares; 2024Q4: 30,589 shares; 2025Q1: 28,849 shares; 2025Q2: 27,952 shares; 2025Q3: 26,556 shares; 2025Q4: 24,710 shares; 2026Q1: 22,698 shares 22,698 $2.19M 0.15% -2,012 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,958 shares; 2024Q4: 16,939 shares; 2025Q1: 14,617 shares; 2025Q2: 13,298 shares; 2025Q3: 13,023 shares; 2025Q4: 12,377 shares; 2026Q1: 11,880 shares 11,880 $2.19M 0.15% -497 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,051 shares; 2024Q4: 23,909 shares; 2025Q1: 22,814 shares; 2025Q2: 21,412 shares; 2025Q3: 20,659 shares; 2025Q4: 20,399 shares; 2026Q1: 20,165 shares 20,165 $2.14M 0.15% -234 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: 3,582 shares; 2024Q4: 3,603 shares; 2025Q1: 3,673 shares; 2025Q2: 3,647 shares; 2025Q3: 3,586 shares; 2025Q4: 3,525 shares; 2026Q1: 3,494 shares 3,494 $2.11M 0.14% -31 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: 810 shares; 2024Q4: 1,677 shares; 2025Q1: 3,400 shares; 2025Q2: 4,472 shares; 2025Q3: 4,596 shares; 2025Q4: 4,825 shares; 2026Q1: 4,922 shares 4,922 $2.01M 0.14% +97 Timeline IBMR 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: 68,506 shares; 2024Q4: 68,672 shares; 2025Q1: 74,671 shares; 2025Q2: 77,309 shares; 2025Q3: 67,740 shares; 2025Q4: 74,015 shares; 2026Q1: 77,269 shares 77,269 $1.96M 0.13% +3,254 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 24,503 shares; 2025Q3: 27,506 shares; 2025Q4: 28,881 shares; 2026Q1: 28,528 shares 28,528 $1.91M 0.13% -353 Timeline ISTB 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: 57,763 shares; 2024Q4: 54,441 shares; 2025Q1: 50,737 shares; 2025Q2: 50,322 shares; 2025Q3: 45,044 shares; 2025Q4: 42,353 shares; 2026Q1: 39,342 shares 39,342 $1.91M 0.13% -3,011 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: 3,631 shares; 2024Q4: 7,040 shares; 2025Q1: 7,188 shares; 2025Q2: 9,459 shares; 2025Q3: 10,144 shares; 2025Q4: 10,428 shares; 2026Q1: 11,870 shares 11,870 $1.9M 0.13% +1,442 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,227 shares; 2025Q1: 2,229 shares; 2025Q2: 2,443 shares; 2025Q3: 2,403 shares; 2025Q4: 2,431 shares; 2026Q1: 2,445 shares 2,445 $1.89M 0.13% +14 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 2,390 shares; 2025Q1: 2,387 shares; 2025Q2: 1,992 shares; 2025Q3: 1,781 shares; 2025Q4: 1,385 shares; 2026Q1: 1,902 shares 1,902 $1.86M 0.13% +517 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 10,664 shares; 2025Q1: 10,615 shares; 2025Q2: 9,848 shares; 2025Q3: 9,777 shares; 2025Q4: 9,669 shares; 2026Q1: 9,174 shares 9,174 $1.86M 0.13% -495 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,877 shares; 2025Q1: 8,941 shares; 2025Q2: 8,959 shares; 2025Q3: 8,242 shares; 2025Q4: 7,978 shares; 2026Q1: 8,035 shares 8,035 $1.85M 0.13% +57 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,436 shares; 2025Q1: 3,530 shares; 2025Q2: 3,624 shares; 2025Q3: 3,629 shares; 2025Q4: 3,870 shares; 2026Q1: 3,863 shares 3,863 $1.72M 0.12% -7 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: 9,464 shares; 2024Q4: 9,163 shares; 2025Q1: 8,100 shares; 2025Q2: 7,975 shares; 2025Q3: 8,063 shares; 2025Q4: 7,993 shares; 2026Q1: 7,993 shares 7,993 $1.71M 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,450 shares; 2025Q1: 4,992 shares; 2025Q2: 4,901 shares; 2025Q3: 4,892 shares; 2025Q4: 4,907 shares; 2026Q1: 4,981 shares 4,981 $1.7M 0.12% +74 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,315 shares; 2025Q1: 8,425 shares; 2025Q2: 9,133 shares; 2025Q3: 9,297 shares; 2025Q4: 8,796 shares; 2026Q1: 8,898 shares 8,898 $1.68M 0.11% +102 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,787 shares; 2024Q4: 68,679 shares; 2025Q1: 66,725 shares; 2025Q2: 64,876 shares; 2025Q3: 63,078 shares; 2025Q4: 58,295 shares; 2026Q1: 54,904 shares 54,904 $1.66M 0.11% -3,391 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,293 shares; 2025Q3: 39,293 shares; 2025Q4: 39,293 shares; 2026Q1: 39,293 shares 39,293 $1.63M 0.11% 0 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: 8,096 shares; 2024Q4: 7,840 shares; 2025Q1: 8,008 shares; 2025Q2: 7,835 shares; 2025Q3: 7,915 shares; 2025Q4: 7,925 shares; 2026Q1: 7,987 shares 7,987 $1.62M 0.11% +62 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: 14,344 shares; 2024Q4: 12,113 shares; 2025Q1: 12,534 shares; 2025Q2: 17,980 shares; 2025Q3: 18,384 shares; 2025Q4: 15,883 shares; 2026Q1: 16,288 shares 16,288 $1.61M 0.11% +405 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: 8,461 shares; 2024Q4: 8,721 shares; 2025Q1: 8,769 shares; 2025Q2: 8,659 shares; 2025Q3: 7,479 shares; 2025Q4: 7,049 shares; 2026Q1: 7,014 shares 7,014 $1.59M 0.11% -35 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,676 shares; 2024Q4: 31,517 shares; 2025Q1: 31,154 shares; 2025Q2: 30,351 shares; 2025Q3: 29,342 shares; 2025Q4: 28,898 shares; 2026Q1: 27,418 shares 27,418 $1.58M 0.11% -1,480 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,569 shares; 2025Q4: 17,036 shares; 2026Q1: 20,820 shares 20,820 $1.58M 0.11% +3,784 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 13,931 shares; 2025Q1: 13,853 shares; 2025Q2: 13,854 shares; 2025Q3: 13,854 shares; 2025Q4: 13,854 shares; 2026Q1: 13,822 shares 13,822 $1.56M 0.11% -32 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 10,670 shares; 2025Q1: 10,185 shares; 2025Q2: 10,119 shares; 2025Q3: 10,061 shares; 2025Q4: 10,065 shares; 2026Q1: 10,062 shares 10,062 $1.52M 0.1% -3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,132 shares; 2024Q4: 114,505 shares; 2025Q1: 107,621 shares; 2025Q2: 79,168 shares; 2025Q3: 92,216 shares; 2025Q4: 57,441 shares; 2026Q1: 52,747 shares 52,747 $1.48M 0.1% -4,694 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,756 shares; 2025Q1: 1,803 shares; 2025Q2: 1,891 shares; 2025Q3: 1,783 shares; 2025Q4: 16,838 shares; 2026Q1: 14,693 shares 14,693 $1.41M 0.1% -2,145 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 26,565 shares; 2026Q1: 26,565 shares 26,565 $1.4M 0.1% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,533 shares; 2024Q4: 32,488 shares; 2025Q1: 30,708 shares; 2025Q2: 30,370 shares; 2025Q3: 29,700 shares; 2025Q4: 29,700 shares; 2026Q1: 28,259 shares 28,259 $1.4M 0.09% -1,441 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,151 shares; 2024Q4: 40,621 shares; 2025Q1: 35,680 shares; 2025Q2: 31,422 shares; 2025Q3: 28,807 shares; 2025Q4: 28,710 shares; 2026Q1: 31,313 shares 31,313 $1.38M 0.09% +2,603 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: 6,834 shares; 2024Q4: 6,703 shares; 2025Q1: 5,234 shares; 2025Q2: 5,263 shares; 2025Q3: 4,890 shares; 2025Q4: 4,865 shares; 2026Q1: 4,803 shares 4,803 $1.38M 0.09% -62 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,486 shares; 2024Q4: 38,035 shares; 2025Q1: 37,769 shares; 2025Q2: 39,888 shares; 2025Q3: 40,375 shares; 2025Q4: 35,870 shares; 2026Q1: 36,369 shares 36,369 $1.35M 0.09% +499 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: 1,433 shares; 2024Q4: 1,457 shares; 2025Q1: 1,338 shares; 2025Q2: 1,464 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,576 shares 1,576 $1.33M 0.09% +2 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: 1,751 shares; 2024Q4: 1,830 shares; 2025Q1: 1,866 shares; 2025Q2: 1,879 shares; 2025Q3: 1,875 shares; 2025Q4: 1,854 shares; 2026Q1: 1,901 shares 1,901 $1.3M 0.09% +47 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: 1,469 shares; 2025Q1: 1,443 shares; 2025Q2: 1,460 shares; 2025Q3: 1,347 shares; 2025Q4: 1,354 shares; 2026Q1: 1,336 shares 1,336 $1.29M 0.09% -18 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: 4,252 shares; 2024Q4: 4,622 shares; 2025Q1: 4,848 shares; 2025Q2: 5,030 shares; 2025Q3: 4,853 shares; 2025Q4: 4,234 shares; 2026Q1: 3,797 shares 3,797 $1.28M 0.09% -437 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 34,975 shares; 2025Q1: 42,539 shares; 2025Q2: 24,067 shares; 2025Q3: 23,461 shares; 2025Q4: 22,160 shares; 2026Q1: 21,726 shares 21,726 $1.28M 0.09% -434 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 13,253 shares; 2025Q1: 13,253 shares; 2025Q2: 13,543 shares; 2025Q3: 13,543 shares; 2025Q4: 13,543 shares; 2026Q1: 13,253 shares 13,253 $1.26M 0.09% -290 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: 7,298 shares; 2024Q4: 5,013 shares; 2025Q1: 4,706 shares; 2025Q2: 3,555 shares; 2025Q3: 5,034 shares; 2025Q4: 4,842 shares; 2026Q1: 4,670 shares 4,670 $1.26M 0.09% -172 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: 3,549 shares; 2024Q4: 3,587 shares; 2025Q1: 3,651 shares; 2025Q2: 3,667 shares; 2025Q3: 3,597 shares; 2025Q4: 3,513 shares; 2026Q1: 3,504 shares 3,504 $1.25M 0.09% -9 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,537 shares; 2025Q3: 7,858 shares; 2025Q4: 8,114 shares; 2026Q1: 9,646 shares 9,646 $1.25M 0.09% +1,532 Timeline AIRR 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: 4,109 shares; 2024Q4: 4,734 shares; 2025Q1: 7,706 shares; 2025Q2: 7,706 shares; 2025Q3: 7,706 shares; 2025Q4: 10,085 shares; 2026Q1: 11,263 shares 11,263 $1.25M 0.08% +1,178 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: 4,117 shares; 2024Q4: 3,937 shares; 2025Q1: 3,901 shares; 2025Q2: 3,727 shares; 2025Q3: 3,651 shares; 2025Q4: 3,487 shares; 2026Q1: 3,429 shares 3,429 $1.23M 0.08% -58 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 15,854 shares; 2025Q1: 16,035 shares; 2025Q2: 17,388 shares; 2025Q3: 17,772 shares; 2025Q4: 18,479 shares; 2026Q1: 18,362 shares 18,362 $1.21M 0.08% -117 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: 21,341 shares; 2024Q4: 21,370 shares; 2025Q1: 22,280 shares; 2025Q2: 20,837 shares; 2025Q3: 21,208 shares; 2025Q4: 21,834 shares; 2026Q1: 22,007 shares 22,007 $1.19M 0.08% +173 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: 8,931 shares; 2024Q4: 8,916 shares; 2025Q1: 8,916 shares; 2025Q2: 8,548 shares; 2025Q3: 8,478 shares; 2025Q4: 8,417 shares; 2026Q1: 9,913 shares 9,913 $1.18M 0.08% +1,496 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: 3,827 shares; 2024Q4: 4,845 shares; 2025Q1: 4,844 shares; 2025Q2: 5,252 shares; 2025Q3: 5,378 shares; 2025Q4: 6,035 shares; 2026Q1: 5,967 shares 5,967 $1.17M 0.08% -68 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,225 shares; 2024Q4: 15,168 shares; 2025Q1: 13,633 shares; 2025Q2: 12,332 shares; 2025Q3: 11,878 shares; 2025Q4: 11,599 shares; 2026Q1: 12,095 shares 12,095 $1.17M 0.08% +496 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: 3,149 shares; 2024Q4: 3,465 shares; 2025Q1: 3,511 shares; 2025Q2: 3,483 shares; 2025Q3: 3,462 shares; 2025Q4: 3,088 shares; 2026Q1: 3,032 shares 3,032 $1.16M 0.08% -56 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: 2,892 shares; 2024Q4: 2,864 shares; 2025Q1: 2,896 shares; 2025Q2: 2,773 shares; 2025Q3: 2,646 shares; 2025Q4: 2,623 shares; 2026Q1: 2,457 shares 2,457 $1.13M 0.08% -166 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: 3,721 shares; 2024Q4: 3,732 shares; 2025Q1: 4,016 shares; 2025Q2: 4,200 shares; 2025Q3: 4,117 shares; 2025Q4: 3,899 shares; 2026Q1: 3,972 shares 3,972 $1.13M 0.08% +73 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 8,904 shares; 2025Q1: 8,688 shares; 2025Q2: 8,996 shares; 2025Q3: 9,320 shares; 2025Q4: 9,375 shares; 2026Q1: 9,456 shares 9,456 $1.12M 0.08% +81 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 994 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 938 shares; 2025Q4: 803 shares; 2026Q1: 808 shares 808 $1.11M 0.08% +5 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: 13,954 shares; 2024Q4: 13,954 shares; 2025Q1: 13,984 shares; 2025Q2: 15,518 shares; 2025Q3: 15,369 shares; 2025Q4: 15,369 shares; 2026Q1: 17,052 shares 17,052 $1.09M 0.07% +1,683 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: 22,480 shares; 2024Q4: 23,352 shares; 2025Q1: 23,433 shares; 2025Q2: 26,367 shares; 2025Q3: 26,483 shares; 2025Q4: 26,464 shares; 2026Q1: 26,264 shares 26,264 $1.08M 0.07% -200 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: 1,033 shares; 2024Q4: 1,187 shares; 2025Q1: 1,227 shares; 2025Q2: 1,182 shares; 2025Q3: 878 shares; 2025Q4: 789 shares; 2026Q1: 731 shares 731 $1.08M 0.07% -58 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,937 shares; 2024Q4: 30,900 shares; 2025Q1: 37,855 shares; 2025Q2: 42,272 shares; 2025Q3: 37,005 shares; 2025Q4: 23,458 shares; 2026Q1: 17,108 shares 17,108 $1.07M 0.07% -6,350 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: 12,486 shares; 2024Q4: 7,344 shares; 2025Q1: 6,325 shares; 2025Q2: 5,876 shares; 2025Q3: 5,889 shares; 2025Q4: 5,976 shares; 2026Q1: 5,729 shares 5,729 $1.07M 0.07% -247 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 14,162 shares; 2025Q1: 13,965 shares; 2025Q2: 13,576 shares; 2025Q3: 13,671 shares; 2025Q4: 13,305 shares; 2026Q1: 13,173 shares 13,173 $1.07M 0.07% -132 Timeline IBMS 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: 20,645 shares; 2025Q1: 27,211 shares; 2025Q2: 30,244 shares; 2025Q3: 31,754 shares; 2025Q4: 38,334 shares; 2026Q1: 40,930 shares 40,930 $1.06M 0.07% +2,596 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 7,253 shares; 2025Q1: 7,253 shares; 2025Q2: 7,253 shares; 2025Q3: 7,253 shares; 2025Q4: 7,253 shares; 2026Q1: 7,253 shares 7,253 $1.06M 0.07% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,373 shares; 2024Q4: 17,373 shares; 2025Q1: 17,323 shares; 2025Q2: 17,323 shares; 2025Q3: 18,824 shares; 2025Q4: 24,895 shares; 2026Q1: 23,631 shares 23,631 $1.02M 0.07% -1,264 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 10,445 shares; 2025Q1: 10,613 shares; 2025Q2: 10,496 shares; 2025Q3: 9,852 shares; 2025Q4: 10,017 shares; 2026Q1: 11,048 shares 11,048 $1.02M 0.07% +1,031 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,155 shares; 2025Q1: 2,257 shares; 2025Q2: 4,167 shares; 2025Q3: 4,098 shares; 2025Q4: 5,734 shares; 2026Q1: 5,574 shares 5,574 $1M 0.07% -160 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 6,430 shares; 2025Q1: 6,813 shares; 2025Q2: 7,448 shares; 2025Q3: 7,655 shares; 2025Q4: 7,605 shares; 2026Q1: 8,067 shares 8,067 $1M 0.07% +462 Timeline FDL 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: 21,106 shares; 2024Q4: 20,779 shares; 2025Q1: 19,500 shares; 2025Q2: 19,644 shares; 2025Q3: 19,653 shares; 2025Q4: 18,766 shares; 2026Q1: 19,092 shares 19,092 $970K 0.07% +326 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,689 shares; 2026Q1: 37,215 shares 37,215 $962K 0.07% +29,526 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 6,797 shares; 2025Q1: 6,473 shares; 2025Q2: 6,393 shares; 2025Q3: 6,279 shares; 2025Q4: 5,712 shares; 2026Q1: 5,666 shares 5,666 $957K 0.07% -46 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 12,148 shares; 2025Q1: 10,500 shares; 2025Q2: 10,373 shares; 2025Q3: 10,376 shares; 2025Q4: 10,280 shares; 2026Q1: 10,284 shares 10,284 $954K 0.06% +4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,689 shares; 2025Q1: 6,363 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares; 2025Q4: 5,967 shares; 2026Q1: 5,787 shares 5,787 $952K 0.06% -180 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: 7,879 shares; 2024Q4: 7,830 shares; 2025Q1: 7,823 shares; 2025Q2: 7,822 shares; 2025Q3: 7,427 shares; 2025Q4: 7,421 shares; 2026Q1: 7,416 shares 7,416 $950K 0.06% -5 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,380 shares; 2024Q4: 106,735 shares; 2025Q1: 102,085 shares; 2025Q2: 102,135 shares; 2025Q3: 102,610 shares; 2025Q4: 102,610 shares; 2026Q1: 102,458 shares 102,458 $941K 0.06% -152 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: 550 shares; 2024Q4: 662 shares; 2025Q1: 899 shares; 2025Q2: 946 shares; 2025Q3: 897 shares; 2025Q4: 739 shares; 2026Q1: 704 shares 704 $930K 0.06% -35 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: 8,036 shares; 2024Q4: 8,110 shares; 2025Q1: 7,531 shares; 2025Q2: 8,035 shares; 2025Q3: 7,704 shares; 2025Q4: 7,704 shares; 2026Q1: 8,037 shares 8,037 $924K 0.06% +333 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,959 shares; 2024Q4: 16,700 shares; 2025Q1: 17,647 shares; 2025Q2: 18,741 shares; 2025Q3: 19,900 shares; 2025Q4: 25,975 shares; 2026Q1: 25,975 shares 25,975 $921K 0.06% 0 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: 4,049 shares; 2024Q4: 3,977 shares; 2025Q1: 4,192 shares; 2025Q2: 3,879 shares; 2025Q3: 3,998 shares; 2025Q4: 3,947 shares; 2026Q1: 3,783 shares 3,783 $918K 0.06% -164 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 10,738 shares; 2025Q1: 13,737 shares; 2025Q2: 21,130 shares; 2025Q3: 25,361 shares; 2025Q4: 22,780 shares; 2026Q1: 23,886 shares 23,886 $918K 0.06% +1,106 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,888 shares; 2025Q1: 8,184 shares; 2025Q2: 8,281 shares; 2025Q3: 7,888 shares; 2025Q4: 8,008 shares; 2026Q1: 7,777 shares 7,777 $900K 0.06% -231 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,662 shares; 2025Q1: 7,571 shares; 2025Q2: 8,427 shares; 2025Q3: 8,395 shares; 2025Q4: 7,998 shares; 2026Q1: 7,917 shares 7,917 $898K 0.06% -81 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,347 shares; 2024Q4: 49,547 shares; 2025Q1: 45,405 shares; 2025Q2: 46,620 shares; 2025Q3: 46,531 shares; 2025Q4: 46,616 shares; 2026Q1: 46,283 shares 46,283 $893K 0.06% -333 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,393 shares; 2025Q1: 5,393 shares; 2025Q2: 5,393 shares; 2025Q3: 5,393 shares; 2025Q4: 5,393 shares; 2026Q1: 5,393 shares 5,393 $881K 0.06% 0 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: 876 shares; 2024Q4: 956 shares; 2025Q1: 1,067 shares; 2025Q2: 1,068 shares; 2025Q3: 1,107 shares; 2025Q4: 1,034 shares; 2026Q1: 1,006 shares 1,006 $878K 0.06% -28 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 4,039 shares; 2025Q1: 4,351 shares; 2025Q2: 4,281 shares; 2025Q3: 4,288 shares; 2025Q4: 4,292 shares; 2026Q1: 4,078 shares 4,078 $848K 0.06% -214 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,885 shares; 2025Q1: 6,832 shares; 2025Q2: 6,892 shares; 2025Q3: 6,899 shares; 2025Q4: 13,736 shares; 2026Q1: 13,764 shares 13,764 $843K 0.06% +28 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: 6,154 shares; 2024Q4: 6,961 shares; 2025Q1: 4,285 shares; 2025Q2: 4,407 shares; 2025Q3: 4,240 shares; 2025Q4: 6,407 shares; 2026Q1: 6,387 shares 6,387 $843K 0.06% -20 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,285 shares; 2025Q1: 5,783 shares; 2025Q2: 5,798 shares; 2025Q3: 5,794 shares; 2025Q4: 5,775 shares; 2026Q1: 5,775 shares 5,775 $839K 0.06% 0 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: 5,911 shares; 2024Q4: 5,902 shares; 2025Q1: 6,007 shares; 2025Q2: 6,116 shares; 2025Q3: 6,659 shares; 2025Q4: 6,292 shares; 2026Q1: 6,133 shares 6,133 $834K 0.06% -159 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: 17,170 shares; 2024Q4: 17,170 shares; 2025Q1: 17,170 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares; 2025Q4: 17,170 shares; 2026Q1: 17,170 shares 17,170 $832K 0.06% 0 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: 15,655 shares; 2024Q4: 15,580 shares; 2025Q1: 13,565 shares; 2025Q2: 14,051 shares; 2025Q3: 14,052 shares; 2025Q4: 12,361 shares; 2026Q1: 11,021 shares 11,021 $828K 0.06% -1,340 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,939 shares; 2025Q2: 9,914 shares; 2025Q3: 9,914 shares; 2025Q4: 9,914 shares; 2026Q1: 9,914 shares 9,914 $819K 0.06% 0 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: 8,473 shares; 2024Q4: 8,852 shares; 2025Q1: 8,115 shares; 2025Q2: 7,554 shares; 2025Q3: 7,601 shares; 2025Q4: 5,772 shares; 2026Q1: 5,948 shares 5,948 $807K 0.05% +176 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,744 shares; 2024Q4: 48,160 shares; 2025Q1: 44,290 shares; 2025Q2: 40,751 shares; 2025Q3: 39,948 shares; 2025Q4: 32,298 shares; 2026Q1: 27,463 shares 27,463 $788K 0.05% -4,835 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: 8,164 shares; 2024Q4: 9,045 shares; 2025Q1: 9,463 shares; 2025Q2: 9,148 shares; 2025Q3: 8,909 shares; 2025Q4: 10,118 shares; 2026Q1: 9,216 shares 9,216 $785K 0.05% -902 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: 3,559 shares; 2024Q4: 3,520 shares; 2025Q1: 3,646 shares; 2025Q2: 3,547 shares; 2025Q3: 3,081 shares; 2025Q4: 3,156 shares; 2026Q1: 2,692 shares 2,692 $782K 0.05% -464 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,670 shares; 2025Q2: 1,560 shares; 2025Q3: 1,574 shares; 2025Q4: 1,509 shares; 2026Q1: 1,539 shares 1,539 $769K 0.05% +30 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,638 shares; 2024Q4: 11,211 shares; 2025Q1: 11,652 shares; 2025Q2: 13,436 shares; 2025Q3: 14,476 shares; 2025Q4: 15,591 shares; 2026Q1: 14,929 shares 14,929 $767K 0.05% -662 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,659 shares; 2025Q1: 7,650 shares; 2025Q2: 7,622 shares; 2025Q3: 7,613 shares; 2025Q4: 7,604 shares; 2026Q1: 7,092 shares 7,092 $753K 0.05% -512 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 13,117 shares; 2025Q1: 10,771 shares; 2025Q2: 10,771 shares; 2025Q3: 10,771 shares; 2025Q4: 10,759 shares; 2026Q1: 10,729 shares 10,729 $753K 0.05% -30 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: 8,776 shares; 2024Q4: 8,776 shares; 2025Q1: 10,519 shares; 2025Q2: 11,163 shares; 2025Q3: 11,047 shares; 2025Q4: 11,036 shares; 2026Q1: 11,041 shares 11,041 $746K 0.05% +5 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: 2,800 shares; 2024Q4: 2,374 shares; 2025Q1: 2,422 shares; 2025Q2: 2,383 shares; 2025Q3: 2,396 shares; 2025Q4: 2,373 shares; 2026Q1: 2,375 shares 2,375 $745K 0.05% +2 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,753 shares; 2025Q3: 4,247 shares; 2025Q4: 4,637 shares; 2026Q1: 4,866 shares 4,866 $731K 0.05% +229 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: 1,725 shares; 2024Q4: 1,717 shares; 2025Q1: 1,783 shares; 2025Q2: 1,722 shares; 2025Q3: 1,730 shares; 2025Q4: 1,728 shares; 2026Q1: 1,665 shares 1,665 $726K 0.05% -63 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: 8,472 shares; 2024Q4: 7,921 shares; 2025Q1: 6,769 shares; 2025Q2: 7,454 shares; 2025Q3: 7,447 shares; 2025Q4: 7,459 shares; 2026Q1: 7,469 shares 7,469 $726K 0.05% +10 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 14,089 shares; 2025Q1: 14,657 shares; 2025Q2: 12,505 shares; 2025Q3: 12,729 shares; 2025Q4: 14,792 shares; 2026Q1: 15,050 shares 15,050 $725K 0.05% +258 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,699 shares; 2025Q1: 6,705 shares; 2025Q2: 6,156 shares; 2025Q3: 6,157 shares; 2025Q4: 6,158 shares; 2026Q1: 6,112 shares 6,112 $724K 0.05% -46 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: 2,305 shares; 2024Q4: 2,432 shares; 2025Q1: 3,855 shares; 2025Q2: 2,302 shares; 2025Q3: 2,253 shares; 2025Q4: 2,211 shares; 2026Q1: 2,442 shares 2,442 $721K 0.05% +231 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 4,959 shares; 2025Q1: 3,631 shares; 2025Q2: 3,732 shares; 2025Q3: 3,712 shares; 2025Q4: 3,714 shares; 2026Q1: 3,829 shares 3,829 $714K 0.05% +115 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,936 shares; 2025Q1: 4,910 shares; 2025Q2: 5,100 shares; 2025Q3: 5,216 shares; 2025Q4: 5,243 shares; 2026Q1: 5,414 shares 5,414 $713K 0.05% +171 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 6,997 shares; 2025Q1: 7,013 shares; 2025Q2: 6,625 shares; 2025Q3: 6,622 shares; 2025Q4: 6,236 shares; 2026Q1: 6,220 shares 6,220 $711K 0.05% -16 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: 7,747 shares; 2024Q4: 7,776 shares; 2025Q1: 3,839 shares; 2025Q2: 3,412 shares; 2025Q3: 3,410 shares; 2025Q4: 3,410 shares; 2026Q1: 3,410 shares 3,410 $710K 0.05% 0 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: 1,037 shares; 2024Q4: 1,057 shares; 2025Q1: 1,099 shares; 2025Q2: 1,304 shares; 2025Q3: 1,418 shares; 2025Q4: 6,875 shares; 2026Q1: 6,722 shares 6,722 $703K 0.05% -153 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,335 shares; 2025Q2: 11,335 shares; 2025Q3: 13,833 shares; 2025Q4: 17,041 shares; 2026Q1: 17,798 shares 17,798 $703K 0.05% +757 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: 1,687 shares; 2024Q4: 1,739 shares; 2025Q1: 1,807 shares; 2025Q2: 3,839 shares; 2025Q3: 3,765 shares; 2025Q4: 4,020 shares; 2026Q1: 3,679 shares 3,679 $698K 0.05% -341 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: 1,760 shares; 2024Q4: 2,127 shares; 2025Q1: 2,219 shares; 2025Q2: 1,612 shares; 2025Q3: 1,577 shares; 2025Q4: 1,395 shares; 2026Q1: 1,388 shares 1,388 $688K 0.05% -7 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: 28,945 shares; 2024Q4: 26,199 shares; 2025Q1: 19,068 shares; 2025Q2: 31,127 shares; 2025Q3: 28,976 shares; 2025Q4: 24,218 shares; 2026Q1: 23,734 shares 23,734 $688K 0.05% -484 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 2,053 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares 2,083 $681K 0.05% 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: 27,225 shares; 2024Q4: 28,126 shares; 2025Q1: 28,899 shares; 2025Q2: 28,362 shares; 2025Q3: 28,121 shares; 2025Q4: 14,755 shares; 2026Q1: 14,758 shares 14,758 $678K 0.05% +3 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,006 shares; 2025Q3: 1,013 shares; 2025Q4: 1,001 shares; 2026Q1: 996 shares 996 $678K 0.05% -5 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,462 shares; 2024Q4: 9,462 shares; 2025Q1: 9,462 shares; 2025Q2: 9,462 shares; 2025Q3: 9,531 shares; 2025Q4: 9,538 shares; 2026Q1: 9,544 shares 9,544 $677K 0.05% +6 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,177 shares; 2025Q1: 2,198 shares; 2025Q2: 2,227 shares; 2025Q3: 2,220 shares; 2025Q4: 2,189 shares; 2026Q1: 1,969 shares 1,969 $666K 0.05% -220 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,140 shares; 2025Q1: 7,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 6,131 shares; 2026Q1: 6,131 shares 6,131 $663K 0.05% 0 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: 1,830 shares; 2024Q4: 1,876 shares; 2025Q1: 1,899 shares; 2025Q2: 2,116 shares; 2025Q3: 2,005 shares; 2025Q4: 2,023 shares; 2026Q1: 2,021 shares 2,021 $659K 0.04% -2 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: 2,800 shares; 2024Q4: 2,900 shares; 2025Q1: 2,596 shares; 2025Q2: 2,502 shares; 2025Q3: 2,460 shares; 2025Q4: 2,245 shares; 2026Q1: 2,219 shares 2,219 $647K 0.04% -26 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: 3,172 shares; 2024Q4: 3,372 shares; 2025Q1: 3,322 shares; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares 3,072 $639K 0.04% 0 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: 3,862 shares; 2024Q4: 3,349 shares; 2025Q1: 3,350 shares; 2025Q2: 3,351 shares; 2025Q3: 3,352 shares; 2025Q4: 3,353 shares; 2026Q1: 3,354 shares 3,354 $636K 0.04% +1 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,165 shares; 2024Q4: 10,532 shares; 2025Q1: 10,442 shares; 2025Q2: 9,362 shares; 2025Q3: 9,364 shares; 2025Q4: 9,347 shares; 2026Q1: 9,347 shares 9,347 $629K 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: 14,952 shares; 2024Q4: 11,855 shares; 2025Q1: 14,256 shares; 2025Q2: 12,741 shares; 2025Q3: 11,801 shares; 2025Q4: 11,632 shares; 2026Q1: 11,872 shares 11,872 $617K 0.04% +240 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares; 2025Q4: 2,434 shares; 2026Q1: 2,573 shares 2,573 $617K 0.04% +139 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 11,209 shares; 2025Q1: 11,723 shares; 2025Q2: 12,614 shares; 2025Q3: 12,776 shares; 2025Q4: 12,766 shares; 2026Q1: 12,766 shares 12,766 $606K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,937 shares; 2025Q2: 2,959 shares; 2025Q3: 2,705 shares; 2025Q4: 2,588 shares; 2026Q1: 3,310 shares 3,310 $604K 0.04% +722 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,047 shares; 2025Q1: 2,037 shares; 2025Q2: 1,924 shares; 2025Q3: 1,906 shares; 2025Q4: 1,935 shares; 2026Q1: 1,866 shares 1,866 $602K 0.04% -69 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,407 shares; 2025Q1: 1,345 shares; 2025Q2: 1,412 shares; 2025Q3: 1,413 shares; 2025Q4: 1,473 shares; 2026Q1: 1,666 shares 1,666 $593K 0.04% +193 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,525 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $588K 0.04% 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: 6,105 shares; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 6,105 shares; 2026Q1: 6,105 shares 6,105 $566K 0.04% 0 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: 1,571 shares; 2024Q4: 1,662 shares; 2025Q1: 1,695 shares; 2025Q2: 1,640 shares; 2025Q3: 1,448 shares; 2025Q4: 1,445 shares; 2026Q1: 1,398 shares 1,398 $546K 0.04% -47 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 15,989 shares; 2025Q1: 15,609 shares; 2025Q2: 14,725 shares; 2025Q3: 14,103 shares; 2025Q4: 13,740 shares; 2026Q1: 13,749 shares 13,749 $540K 0.04% +9 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,733 shares; 2024Q4: 11,583 shares; 2025Q1: 11,164 shares; 2025Q2: 10,834 shares; 2025Q3: 9,870 shares; 2025Q4: 10,131 shares; 2026Q1: 9,575 shares 9,575 $539K 0.04% -556 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,091 shares; 2024Q4: 18,647 shares; 2025Q1: 17,144 shares; 2025Q2: 16,414 shares; 2025Q3: 15,438 shares; 2025Q4: 15,109 shares; 2026Q1: 14,072 shares 14,072 $538K 0.04% -1,037 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,523 shares; 2025Q1: 1,612 shares; 2025Q2: 1,523 shares; 2025Q3: 1,502 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares 1,498 $536K 0.04% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,904 shares; 2025Q1: 8,916 shares; 2025Q2: 8,309 shares; 2025Q3: 8,242 shares; 2025Q4: 8,197 shares; 2026Q1: 9,124 shares 9,124 $533K 0.04% +927 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,714 shares; 2025Q1: 7,506 shares; 2025Q2: 7,785 shares; 2025Q3: 7,651 shares; 2025Q4: 8,041 shares; 2026Q1: 8,495 shares 8,495 $520K 0.04% +454 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,701 shares; 2025Q1: 5,137 shares; 2025Q2: 4,975 shares; 2025Q3: 3,284 shares; 2025Q4: 4,476 shares; 2026Q1: 4,189 shares 4,189 $508K 0.03% -287 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,298 shares; 2024Q4: 31,455 shares; 2025Q1: 32,120 shares; 2025Q2: 10,011 shares; 2025Q3: 8,254 shares; 2025Q4: 6,691 shares; 2026Q1: 6,409 shares 6,409 $504K 0.03% -282 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: 1,023 shares; 2024Q4: 1,021 shares; 2025Q1: 1,077 shares; 2025Q2: 960 shares; 2025Q3: 961 shares; 2025Q4: 981 shares; 2026Q1: 931 shares 931 $501K 0.03% -50 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,352 shares; 2026Q1: 2,822 shares 2,822 $488K 0.03% +470 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,832 shares; 2025Q3: 5,216 shares; 2025Q4: 5,210 shares; 2026Q1: 5,198 shares 5,198 $487K 0.03% -12 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,873 shares; 2025Q1: 18,975 shares; 2025Q2: 12,346 shares; 2025Q3: 11,764 shares; 2025Q4: 11,626 shares; 2026Q1: 11,830 shares 11,830 $479K 0.03% +204 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 9,375 shares; 2025Q1: 9,761 shares; 2025Q2: 10,412 shares; 2025Q3: 10,082 shares; 2025Q4: 10,034 shares; 2026Q1: 10,034 shares 10,034 $477K 0.03% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 6,707 shares 6,707 $475K 0.03% +1,507 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: 1,872 shares; 2025Q2: 1,874 shares; 2025Q3: 1,872 shares; 2025Q4: 1,874 shares; 2026Q1: 1,862 shares 1,862 $467K 0.03% -12 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,884 shares; 2025Q1: 3,864 shares; 2025Q2: 3,727 shares; 2025Q3: 3,529 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares 3,530 $466K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,684 shares; 2025Q1: 2,486 shares; 2025Q2: 3,046 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares; 2026Q1: 2,541 shares 2,541 $463K 0.03% -147 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 13,350 shares; 2025Q1: 11,817 shares; 2025Q2: 10,013 shares; 2025Q3: 9,213 shares; 2025Q4: 7,312 shares; 2026Q1: 6,197 shares 6,197 $461K 0.03% -1,115 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: 13,327 shares; 2024Q4: 13,364 shares; 2025Q1: 12,632 shares; 2025Q2: 12,793 shares; 2025Q3: 12,817 shares; 2025Q4: 12,241 shares; 2026Q1: 12,870 shares 12,870 $457K 0.03% +629 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,885 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 5,003 shares; 2026Q1: 5,903 shares 5,903 $455K 0.03% +900 Timeline MOAT 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: 6,252 shares; 2024Q4: 6,259 shares; 2025Q1: 5,679 shares; 2025Q2: 5,581 shares; 2025Q3: 5,523 shares; 2025Q4: 4,933 shares; 2026Q1: 4,699 shares 4,699 $454K 0.03% -234 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 17,889 shares; 2025Q1: 18,714 shares; 2025Q2: 20,133 shares; 2025Q3: 20,404 shares; 2025Q4: 20,404 shares; 2026Q1: 20,404 shares 20,404 $453K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,611 shares; 2025Q2: 2,438 shares; 2025Q3: 2,441 shares; 2025Q4: 2,336 shares; 2026Q1: 2,309 shares 2,309 $453K 0.03% -27 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 9,989 shares; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,214 shares; 2025Q4: 8,214 shares; 2026Q1: 8,189 shares 8,189 $452K 0.03% -25 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 9,881 shares; 2025Q1: 9,781 shares; 2025Q2: 8,925 shares; 2025Q3: 8,731 shares; 2025Q4: 5,951 shares; 2026Q1: 4,931 shares 4,931 $446K 0.03% -1,020 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: 9,081 shares; 2024Q4: 9,829 shares; 2025Q1: 9,829 shares; 2025Q2: 9,962 shares; 2025Q3: 9,962 shares; 2025Q4: 9,762 shares; 2026Q1: 9,021 shares 9,021 $445K 0.03% -741 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 152 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 131 shares 131 $442K 0.03% -3 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,205 shares; 2025Q3: 11,602 shares; 2025Q4: 10,242 shares; 2026Q1: 10,242 shares 10,242 $441K 0.03% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,539 shares; 2026Q1: 3,668 shares 3,668 $433K 0.03% +1,129 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: 3,661 shares; 2024Q4: 3,661 shares; 2025Q1: 3,661 shares; 2025Q2: 3,556 shares; 2025Q3: 3,124 shares; 2025Q4: 2,828 shares; 2026Q1: 2,828 shares 2,828 $432K 0.03% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,079 shares; 2025Q1: 11,943 shares; 2025Q2: 11,943 shares; 2025Q3: 11,811 shares; 2025Q4: 11,221 shares; 2026Q1: 10,850 shares 10,850 $432K 0.03% -371 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,937 shares; 2025Q1: 1,935 shares; 2025Q2: 2,024 shares; 2025Q3: 1,956 shares; 2025Q4: 1,973 shares; 2026Q1: 1,964 shares 1,964 $430K 0.03% -9 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: 1,381 shares; 2024Q4: 1,610 shares; 2025Q1: 1,355 shares; 2025Q2: 1,764 shares; 2025Q3: 1,020 shares; 2025Q4: 1,922 shares; 2026Q1: 2,166 shares 2,166 $429K 0.03% +244 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 7,079 shares; 2025Q1: 7,361 shares; 2025Q2: 7,079 shares; 2025Q3: 10,144 shares; 2025Q4: 10,144 shares; 2026Q1: 10,044 shares 10,044 $429K 0.03% -100 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 7,310 shares; 2026Q1: 7,516 shares 7,516 $425K 0.03% +206 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares 2,090 $424K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 4,486 shares; 2025Q1: 4,496 shares; 2025Q2: 4,585 shares; 2025Q3: 3,445 shares; 2025Q4: 3,584 shares; 2026Q1: 3,571 shares 3,571 $424K 0.03% -13 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,400 shares 8,400 $416K 0.03% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,420 shares; 2025Q1: 1,515 shares; 2025Q2: 1,947 shares; 2025Q3: 2,003 shares; 2025Q4: 1,579 shares; 2026Q1: 1,594 shares 1,594 $412K 0.03% +15 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 7,138 shares; 2025Q1: 6,777 shares; 2025Q2: 6,385 shares; 2025Q3: 5,006 shares; 2025Q4: 4,822 shares; 2026Q1: 4,823 shares 4,823 $409K 0.03% +1 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: 1,866 shares; 2024Q4: 9,359 shares; 2025Q1: 9,960 shares; 2025Q2: 9,748 shares; 2025Q3: 9,663 shares; 2025Q4: 9,098 shares; 2026Q1: 9,018 shares 9,018 $409K 0.03% -80 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 382 shares; 2025Q2: 410 shares; 2025Q3: 402 shares; 2025Q4: 405 shares; 2026Q1: 467 shares 467 $404K 0.03% +62 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 8,891 shares; 2025Q1: 6,982 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares; 2025Q4: 6,441 shares; 2026Q1: 6,441 shares 6,441 $403K 0.03% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares 1,354 $401K 0.03% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares; 2026Q1: 5,195 shares 5,195 $388K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,685 shares; 2025Q1: 2,831 shares; 2025Q2: 2,784 shares; 2025Q3: 2,573 shares; 2025Q4: 2,644 shares; 2026Q1: 2,451 shares 2,451 $385K 0.03% -193 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 16,701 shares; 2025Q1: 16,691 shares; 2025Q2: 16,691 shares; 2025Q3: 16,691 shares; 2025Q4: 16,686 shares; 2026Q1: 16,686 shares 16,686 $385K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 5,566 shares; 2025Q1: 5,759 shares; 2025Q2: 5,719 shares; 2025Q3: 5,436 shares; 2025Q4: 5,662 shares; 2026Q1: 5,414 shares 5,414 $383K 0.03% -248 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: 1,157 shares; 2024Q4: 1,337 shares; 2025Q1: 1,508 shares; 2025Q2: 1,511 shares; 2025Q3: 1,549 shares; 2025Q4: 1,872 shares; 2026Q1: 1,817 shares 1,817 $377K 0.03% -55 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,227 shares; 2025Q1: 2,453 shares; 2025Q2: 2,312 shares; 2025Q3: 2,087 shares; 2025Q4: 2,145 shares; 2026Q1: 1,772 shares 1,772 $374K 0.03% -373 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 4,691 shares; 2025Q1: 4,914 shares; 2025Q2: 4,950 shares; 2025Q3: 4,961 shares; 2025Q4: 4,680 shares; 2026Q1: 4,665 shares 4,665 $374K 0.03% -15 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares 3,033 $373K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,544 shares; 2025Q1: 1,682 shares; 2025Q2: 2,115 shares; 2025Q3: 2,498 shares; 2025Q4: 2,518 shares; 2026Q1: 2,364 shares 2,364 $372K 0.03% -154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,488 shares; 2025Q3: 1,489 shares; 2025Q4: 1,491 shares; 2026Q1: 1,492 shares 1,492 $369K 0.03% +1 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,787 shares; 2025Q1: 3,758 shares; 2025Q2: 3,881 shares; 2025Q3: 3,637 shares; 2025Q4: 3,529 shares; 2026Q1: 3,904 shares 3,904 $367K 0.02% +375 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,442 shares; 2024Q4: 14,917 shares; 2025Q1: 14,217 shares; 2025Q2: 14,317 shares; 2025Q3: 14,037 shares; 2025Q4: 14,017 shares; 2026Q1: 14,039 shares 14,039 $363K 0.02% +22 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,644 shares; 2024Q4: 33,554 shares; 2025Q1: 36,182 shares; 2025Q2: 36,717 shares; 2025Q3: 32,897 shares; 2025Q4: 36,398 shares; 2026Q1: 31,297 shares 31,297 $361K 0.02% -5,101 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $361K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,717 shares; 2025Q1: 4,634 shares; 2025Q2: 4,829 shares; 2025Q3: 3,996 shares; 2025Q4: 3,993 shares; 2026Q1: 3,224 shares 3,224 $357K 0.02% -769 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: 3,276 shares; 2024Q4: 3,016 shares; 2025Q1: 3,016 shares; 2025Q2: 3,034 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,482 shares 2,482 $353K 0.02% +48 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: 2,057 shares; 2024Q4: 2,330 shares; 2025Q1: 2,444 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares 2,264 $352K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $350K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,439 shares; 2025Q3: 1,322 shares; 2025Q4: 1,331 shares; 2026Q1: 1,305 shares 1,305 $348K 0.02% -26 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,469 shares; 2025Q1: 3,927 shares; 2025Q2: 3,567 shares; 2025Q3: 3,571 shares; 2025Q4: 3,201 shares; 2026Q1: 3,576 shares 3,576 $345K 0.02% +375 Timeline PWV 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: 4,938 shares; 2024Q4: 4,938 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,938 shares; 2026Q1: 4,938 shares 4,938 $344K 0.02% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 3,319 shares 3,319 $343K 0.02% +861 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4,480 shares; 2025Q1: 4,422 shares; 2025Q2: 4,907 shares; 2025Q3: 4,893 shares; 2025Q4: 4,878 shares; 2026Q1: 4,294 shares 4,294 $340K 0.02% -584 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,613 shares; 2025Q1: 5,237 shares; 2025Q2: 5,290 shares; 2025Q3: 5,395 shares; 2025Q4: 5,316 shares; 2026Q1: 4,763 shares 4,763 $340K 0.02% -553 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: 1,870 shares; 2025Q3: 2,278 shares; 2025Q4: 2,316 shares; 2026Q1: 2,313 shares 2,313 $338K 0.02% -3 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,749 shares; 2026Q1: 5,861 shares 5,861 $334K 0.02% -888 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,549 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,513 shares 3,513 $328K 0.02% -17 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,541 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,679 shares 2,679 $325K 0.02% -15 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,169 shares; 2025Q1: 1,300 shares; 2025Q2: 1,191 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,187 shares 1,187 $323K 0.02% -8 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 2,666 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares 2,270 $321K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,529 shares; 2025Q1: 1,682 shares; 2025Q2: 1,597 shares; 2025Q3: 1,542 shares; 2025Q4: 1,542 shares; 2026Q1: 1,535 shares 1,535 $317K 0.02% -7 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,291 shares; 2025Q4: 1,301 shares; 2026Q1: 1,298 shares 1,298 $317K 0.02% -3 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,089 shares; 2026Q1: 5,657 shares 5,657 $315K 0.02% +568 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,729 shares; 2026Q1: 8,729 shares 8,729 $306K 0.02% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 7,516 shares; 2025Q1: 5,974 shares; 2025Q2: 5,955 shares; 2025Q3: 5,803 shares; 2025Q4: 5,679 shares; 2026Q1: 5,726 shares 5,726 $305K 0.02% +47 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,230 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,651 shares; 2026Q1: 2,646 shares 2,646 $297K 0.02% -5 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 4,493 shares; 2026Q1: 4,293 shares 4,293 $297K 0.02% -200 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 2,836 shares; 2025Q1: 2,875 shares; 2025Q2: 2,982 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 2,807 shares 2,807 $295K 0.02% -275 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 7,368 shares; 2025Q1: 7,368 shares; 2025Q2: 6,603 shares; 2025Q3: 6,603 shares; 2025Q4: 7,008 shares; 2026Q1: 6,908 shares 6,908 $294K 0.02% -100 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: 1,146 shares; 2024Q4: 956 shares; 2025Q1: 1,188 shares; 2025Q2: 1,194 shares; 2025Q3: 982 shares; 2025Q4: 1,011 shares; 2026Q1: 1,002 shares 1,002 $293K 0.02% -9 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,343 shares; 2025Q1: 3,199 shares; 2025Q2: 3,308 shares; 2025Q3: 3,158 shares; 2025Q4: 2,973 shares; 2026Q1: 2,760 shares 2,760 $292K 0.02% -213 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 23,442 shares; 2025Q1: 23,561 shares; 2025Q2: 6,075 shares; 2025Q3: 4,776 shares; 2025Q4: 3,870 shares; 2026Q1: 3,235 shares 3,235 $292K 0.02% -635 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,262 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,366 shares; 2026Q1: 1,042 shares 1,042 $291K 0.02% -324 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,605 shares 3,605 $289K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,258 shares; 2025Q4: 1,173 shares; 2026Q1: 1,248 shares 1,248 $288K 0.02% +75 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares 1,746 $286K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,784 shares; 2025Q1: 3,279 shares; 2025Q2: 3,618 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares 2,915 $283K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,294 shares 1,294 $283K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,718 shares; 2025Q1: 1,725 shares; 2025Q2: 1,734 shares; 2025Q3: 1,670 shares; 2025Q4: 1,619 shares; 2026Q1: 1,618 shares 1,618 $279K 0.02% -1 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: 13,318 shares; 2024Q4: 12,144 shares; 2025Q1: 8,162 shares; 2025Q2: 5,671 shares; 2025Q3: 5,197 shares; 2025Q4: 4,683 shares; 2026Q1: 3,993 shares 3,993 $279K 0.02% -690 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,604 shares 1,604 $276K 0.02% new 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: 3,781 shares; 2024Q4: 3,781 shares; 2025Q1: 3,786 shares; 2025Q2: 3,844 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares; 2026Q1: 3,839 shares 3,839 $275K 0.02% -5 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 5,686 shares; 2026Q1: 6,461 shares 6,461 $272K 0.02% +775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,408 shares 17,408 $272K 0.02% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 1,171 shares; 2025Q3: 1,176 shares; 2025Q4: 1,180 shares; 2026Q1: 715 shares 715 $272K 0.02% -465 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 3,715 shares; 2025Q1: 2,907 shares; 2025Q2: 1,942 shares; 2025Q3: 1,778 shares; 2025Q4: 1,599 shares; 2026Q1: 1,035 shares 1,035 $271K 0.02% -564 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,935 shares; 2024Q4: 18,241 shares; 2025Q1: 12,743 shares; 2025Q2: 6,865 shares; 2025Q3: 5,886 shares; 2025Q4: 5,666 shares; 2026Q1: 4,763 shares 4,763 $270K 0.02% -903 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 1,050 shares 1,050 $267K 0.02% +100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,536 shares; 2025Q1: 2,922 shares; 2025Q2: 3,051 shares; 2025Q3: 3,833 shares; 2025Q4: 3,933 shares; 2026Q1: 3,668 shares 3,668 $264K 0.02% -265 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: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,025 shares; 2025Q3: 933 shares; 2025Q4: 930 shares; 2026Q1: 828 shares 828 $263K 0.02% -102 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,349 shares; 2025Q1: 1,354 shares; 2025Q2: 1,333 shares; 2025Q3: 1,342 shares; 2025Q4: 1,345 shares; 2026Q1: 1,364 shares 1,364 $262K 0.02% +19 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,942 shares; 2026Q1: 1,452 shares 1,452 $261K 0.02% -490 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: 4,220 shares; 2024Q4: 1,528 shares; 2025Q1: 736 shares; 2025Q2: 924 shares; 2025Q3: 899 shares; 2025Q4: 755 shares; 2026Q1: 601 shares 601 $260K 0.02% -154 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 898 shares; 2025Q1: 831 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $258K 0.02% 0 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: 450 shares; 2025Q4: not reported; 2026Q1: 300 shares 300 $255K 0.02% new 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: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,336 shares; 2025Q4: 1,189 shares; 2026Q1: 1,271 shares 1,271 $253K 0.02% +82 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,544 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,544 shares 1,544 $251K 0.02% -3 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: 5,841 shares; 2024Q4: 5,061 shares; 2025Q1: 5,304 shares; 2025Q2: 5,232 shares; 2025Q3: 5,169 shares; 2025Q4: 4,844 shares; 2026Q1: 4,629 shares 4,629 $251K 0.02% -215 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,201 shares; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares; 2026Q1: 5,824 shares 5,824 $248K 0.02% +55 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 11,429 shares; 2025Q1: 8,087 shares; 2025Q2: 8,087 shares; 2025Q3: 9,254 shares; 2025Q4: 9,254 shares; 2026Q1: 9,254 shares 9,254 $247K 0.02% 0 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,673 shares 6,673 $246K 0.02% new 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: 1,076 shares; 2025Q2: 1,047 shares; 2025Q3: 1,085 shares; 2025Q4: 1,117 shares; 2026Q1: 1,121 shares 1,121 $244K 0.02% +4 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 2,666 shares; 2025Q3: 2,191 shares; 2025Q4: 2,191 shares; 2026Q1: 1,791 shares 1,791 $241K 0.02% -400 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 4,123 shares; 2025Q1: 4,128 shares; 2025Q2: 4,325 shares; 2025Q3: 3,934 shares; 2025Q4: 4,144 shares; 2026Q1: 3,129 shares 3,129 $241K 0.02% -1,015 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,161 shares; 2026Q1: 4,233 shares 4,233 $239K 0.02% -928 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: 3,386 shares; 2024Q4: 4,735 shares; 2025Q1: 3,516 shares; 2025Q2: 4,555 shares; 2025Q3: 2,759 shares; 2025Q4: 2,520 shares; 2026Q1: 2,422 shares 2,422 $238K 0.02% -98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,707 shares; 2025Q3: 1,746 shares; 2025Q4: 1,459 shares; 2026Q1: 1,393 shares 1,393 $238K 0.02% -66 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $237K 0.02% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,752 shares 3,752 $236K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 59 shares; 2025Q3: 61 shares; 2025Q4: 56 shares; 2026Q1: 55 shares 55 $232K 0.02% -1 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,677 shares 2,677 $231K 0.02% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 396 shares; 2025Q4: 300 shares; 2026Q1: 315 shares 315 $230K 0.02% +15 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: 6,157 shares; 2024Q4: 5,366 shares; 2025Q1: 4,640 shares; 2025Q2: 6,270 shares; 2025Q3: 6,323 shares; 2025Q4: 6,171 shares; 2026Q1: 4,314 shares 4,314 $228K 0.02% -1,857 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,204 shares; 2025Q1: 4,306 shares; 2025Q2: 5,408 shares; 2025Q3: 6,310 shares; 2025Q4: 4,996 shares; 2026Q1: 4,297 shares 4,297 $228K 0.02% -699 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,771 shares; 2025Q2: 1,910 shares; 2025Q3: 1,810 shares; 2025Q4: 1,949 shares; 2026Q1: 1,804 shares 1,804 $227K 0.02% -145 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: 4,952 shares; 2024Q4: not reported; 2025Q1: 4,226 shares; 2025Q2: 3,423 shares; 2025Q3: 3,168 shares; 2025Q4: 3,252 shares; 2026Q1: 3,165 shares 3,165 $227K 0.02% -87 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares; 2025Q4: 3,131 shares; 2026Q1: 3,185 shares 3,185 $227K 0.02% +54 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $224K 0.02% new Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,800 shares 8,800 $222K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 429 shares; 2025Q4: 433 shares; 2026Q1: 557 shares 557 $222K 0.02% +124 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 3,724 shares; 2025Q2: 3,731 shares; 2025Q3: 3,785 shares; 2025Q4: 3,724 shares; 2026Q1: 3,724 shares 3,724 $220K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,416 shares 2,416 $220K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,915 shares; 2025Q1: 1,615 shares; 2025Q2: 1,619 shares; 2025Q3: 1,659 shares; 2025Q4: 1,615 shares; 2026Q1: 1,608 shares 1,608 $219K 0.01% -7 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares; 2026Q1: 3,634 shares 3,634 $218K 0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,559 shares; 2026Q1: 1,548 shares 1,548 $216K 0.01% -11 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 14,701 shares; 2025Q1: 14,732 shares; 2025Q2: 14,764 shares; 2025Q3: 14,577 shares; 2025Q4: 12,022 shares; 2026Q1: 12,055 shares 12,055 $214K 0.01% +33 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares 1,741 $214K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,458 shares; 2025Q1: 1,432 shares; 2025Q2: 1,265 shares; 2025Q3: 1,097 shares; 2025Q4: 1,092 shares; 2026Q1: 769 shares 769 $214K 0.01% -323 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,597 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares; 2025Q4: 5,978 shares; 2026Q1: 5,978 shares 5,978 $212K 0.01% 0 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: 699 shares; 2025Q4: not reported; 2026Q1: 609 shares 609 $210K 0.01% new Timeline VDC 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: 1,265 shares; 2024Q4: 1,354 shares; 2025Q1: 1,355 shares; 2025Q2: 1,019 shares; 2025Q3: 937 shares; 2025Q4: not reported; 2026Q1: 921 shares 921 $207K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 8,691 shares; 2025Q1: 9,191 shares; 2025Q2: 4,702 shares; 2025Q3: 4,578 shares; 2025Q4: 2,271 shares; 2026Q1: 2,286 shares 2,286 $207K 0.01% +15 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 730 shares; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 737 shares 737 $207K 0.01% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares 1,353 $204K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,104 shares; 2025Q1: 1,172 shares; 2025Q2: 1,295 shares; 2025Q3: 1,252 shares; 2025Q4: 1,212 shares; 2026Q1: 1,205 shares 1,205 $204K 0.01% -7 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 9,733 shares; 2025Q1: 2,846 shares; 2025Q2: 2,688 shares; 2025Q3: 2,611 shares; 2025Q4: 2,695 shares; 2026Q1: 2,501 shares 2,501 $203K 0.01% -194 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: not reported; 2026Q1: 1,962 shares 1,962 $203K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,027 shares; 2026Q1: 2,017 shares 2,017 $202K 0.01% -10 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: not reported; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares; 2026Q1: 2,183 shares 2,183 $202K 0.01% -15 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 9,892 shares; 2025Q1: 11,020 shares; 2025Q2: 2,621 shares; 2025Q3: 1,958 shares; 2025Q4: 1,642 shares; 2026Q1: 1,467 shares 1,467 $201K 0.01% -175 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 10,688 shares 10,688 $193K 0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,736 shares; 2024Q4: 17,163 shares; 2025Q1: 13,036 shares; 2025Q2: 12,664 shares; 2025Q3: 12,478 shares; 2025Q4: 12,478 shares; 2026Q1: 12,478 shares 12,478 $152K 0.01% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 12,123 shares; 2025Q1: 12,123 shares; 2025Q2: 12,123 shares; 2025Q3: 12,123 shares; 2025Q4: 12,123 shares; 2026Q1: 12,123 shares 12,123 $144K 0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER 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: 56,350 shares 56,350 $114K 0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,970 shares; 2024Q4: 13,970 shares; 2025Q1: 13,970 shares; 2025Q2: 13,970 shares; 2025Q3: 13,970 shares; 2025Q4: 10,970 shares; 2026Q1: 10,400 shares 10,400 $105K 0.01% -570 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $64.6K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY 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: 24,256 shares 24,256 $48.8K <0.01% new Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 10,000 shares 10,000 $5.4K <0.01% -10,100 Timeline