JQUA 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: 2,638,129 shares; 2024Q4: 2,682,855 shares; 2025Q1: 2,810,131 shares; 2025Q2: 2,361,744 shares; 2025Q3: 1,933,178 shares; 2025Q4: 1,900,223 shares; 2026Q1: 1,915,635 shares 1,915,635 $117M 4.65% +15,412 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,253 shares; 2024Q4: 524,093 shares; 2025Q1: 439,189 shares; 2025Q2: 473,126 shares; 2025Q3: 470,348 shares; 2025Q4: 463,940 shares; 2026Q1: 457,822 shares 457,822 $116M 4.6% -6,118 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: 433,108 shares; 2024Q4: 427,489 shares; 2025Q1: 423,365 shares; 2025Q2: 425,114 shares; 2025Q3: 421,689 shares; 2025Q4: 410,297 shares; 2026Q1: 397,951 shares 397,951 $114M 4.53% -12,346 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,297 shares; 2024Q4: 89,508 shares; 2025Q1: 88,670 shares; 2025Q2: 588,463 shares; 2025Q3: 904,883 shares; 2025Q4: 971,008 shares; 2026Q1: 1,136,697 shares 1,136,697 $87M 3.44% +165,689 Timeline SPBO 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: 2,473,678 shares; 2024Q4: 2,419,567 shares; 2025Q1: 2,321,665 shares; 2025Q2: 2,300,466 shares; 2025Q3: 2,251,943 shares; 2025Q4: 2,133,922 shares; 2026Q1: 1,975,748 shares 1,975,748 $57.4M 2.27% -158,174 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: 119,214 shares; 2024Q4: 118,878 shares; 2025Q1: 116,415 shares; 2025Q2: 115,660 shares; 2025Q3: 116,007 shares; 2025Q4: 115,284 shares; 2026Q1: 113,906 shares 113,906 $54.6M 2.16% -1,378 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: 98,227 shares; 2024Q4: 96,563 shares; 2025Q1: 94,718 shares; 2025Q2: 96,740 shares; 2025Q3: 94,737 shares; 2025Q4: 94,861 shares; 2026Q1: 94,759 shares 94,759 $54.2M 2.15% -102 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: 191,162 shares; 2024Q4: 192,444 shares; 2025Q1: 183,850 shares; 2025Q2: 191,876 shares; 2025Q3: 190,279 shares; 2025Q4: 188,641 shares; 2026Q1: 184,189 shares 184,189 $54.2M 2.14% -4,452 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: 700,006 shares; 2024Q4: 706,511 shares; 2025Q1: 708,655 shares; 2025Q2: 744,876 shares; 2025Q3: 820,784 shares; 2025Q4: 817,642 shares; 2026Q1: 812,511 shares 812,511 $41.8M 1.65% -5,131 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: 12,888 shares; 2024Q4: 26,585 shares; 2025Q1: 27,722 shares; 2025Q2: 30,680 shares; 2025Q3: 31,851 shares; 2025Q4: 31,635 shares; 2026Q1: 30,783 shares 30,783 $40.7M 1.61% -852 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730,395 shares; 2024Q4: 751,209 shares; 2025Q1: 765,288 shares; 2025Q2: 791,016 shares; 2025Q3: 805,662 shares; 2025Q4: 820,697 shares; 2026Q1: 804,803 shares 804,803 $40.5M 1.6% -15,894 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: 18,501 shares; 2024Q4: 18,757 shares; 2025Q1: 93,182 shares; 2025Q2: 222,571 shares; 2025Q3: 220,866 shares; 2025Q4: 220,830 shares; 2026Q1: 227,918 shares 227,918 $39.7M 1.57% +7,088 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,919 shares; 2024Q4: 307,008 shares; 2025Q1: 330,205 shares; 2025Q2: 346,384 shares; 2025Q3: 359,376 shares; 2025Q4: 393,474 shares; 2026Q1: 418,226 shares 418,226 $39.7M 1.57% +24,752 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: 195,166 shares; 2024Q4: 206,896 shares; 2025Q1: 201,801 shares; 2025Q2: 250,368 shares; 2025Q3: 258,136 shares; 2025Q4: 263,048 shares; 2026Q1: 264,284 shares 264,284 $38.2M 1.51% +1,236 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: 156,613 shares; 2024Q4: 155,676 shares; 2025Q1: 151,134 shares; 2025Q2: 167,774 shares; 2025Q3: 166,526 shares; 2025Q4: 163,222 shares; 2026Q1: 149,767 shares 149,767 $36.6M 1.45% -13,455 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: 162,310 shares; 2024Q4: 171,735 shares; 2025Q1: 183,130 shares; 2025Q2: 355,212 shares; 2025Q3: 385,128 shares; 2025Q4: 390,007 shares; 2026Q1: 388,119 shares 388,119 $36M 1.43% -1,888 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: 44,808 shares; 2024Q4: 41,089 shares; 2025Q1: 37,810 shares; 2025Q2: 36,416 shares; 2025Q3: 35,604 shares; 2025Q4: 361,529 shares; 2026Q1: 373,520 shares 373,520 $35.9M 1.42% +11,991 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: 99,121 shares; 2024Q4: 98,980 shares; 2025Q1: 97,128 shares; 2025Q2: 148,791 shares; 2025Q3: 154,407 shares; 2025Q4: 160,075 shares; 2026Q1: 171,469 shares 171,469 $35.7M 1.41% +11,394 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: 164,976 shares; 2024Q4: 203,211 shares; 2025Q1: 151,165 shares; 2025Q2: 209,353 shares; 2025Q3: 206,377 shares; 2025Q4: 205,199 shares; 2026Q1: 201,191 shares 201,191 $34.1M 1.35% -4,008 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: 91,120 shares; 2024Q4: 92,794 shares; 2025Q1: 92,808 shares; 2025Q2: 105,763 shares; 2025Q3: 106,296 shares; 2025Q4: 105,998 shares; 2026Q1: 103,862 shares 103,862 $33.9M 1.34% -2,136 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,560 shares; 2024Q4: 568,267 shares; 2025Q1: 581,990 shares; 2025Q2: 616,373 shares; 2025Q3: 652,407 shares; 2025Q4: 655,126 shares; 2026Q1: 666,657 shares 666,657 $31.3M 1.24% +11,531 Timeline JPUS 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: 465,682 shares; 2024Q4: 444,688 shares; 2025Q1: 436,041 shares; 2025Q2: 257,030 shares; 2025Q3: 248,975 shares; 2025Q4: 244,850 shares; 2026Q1: 237,790 shares 237,790 $31M 1.23% -7,060 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: 78,227 shares; 2024Q4: 77,637 shares; 2025Q1: 77,028 shares; 2025Q2: 120,733 shares; 2025Q3: 121,427 shares; 2025Q4: 120,684 shares; 2026Q1: 117,822 shares 117,822 $30.9M 1.22% -2,862 Timeline TIPX 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: 980,527 shares; 2024Q4: 1,026,656 shares; 2025Q1: 1,158,911 shares; 2025Q2: 1,230,322 shares; 2025Q3: 1,294,836 shares; 2025Q4: 1,464,107 shares; 2026Q1: 1,586,908 shares 1,586,908 $30.5M 1.21% +122,801 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: 80,939 shares; 2024Q4: 81,748 shares; 2025Q1: 80,503 shares; 2025Q2: 82,311 shares; 2025Q3: 83,029 shares; 2025Q4: 83,866 shares; 2026Q1: 82,128 shares 82,128 $30.4M 1.2% -1,738 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864,396 shares; 2024Q4: 888,218 shares; 2025Q1: 900,868 shares; 2025Q2: 903,279 shares; 2025Q3: 913,868 shares; 2025Q4: 912,634 shares; 2026Q1: 910,205 shares 910,205 $30.4M 1.2% -2,429 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,152 shares; 2024Q4: 431,942 shares; 2025Q1: 471,224 shares; 2025Q2: 539,269 shares; 2025Q3: 606,032 shares; 2025Q4: 641,853 shares; 2026Q1: 617,033 shares 617,033 $29.8M 1.18% -24,820 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: 78,306 shares; 2024Q4: 82,348 shares; 2025Q1: 82,515 shares; 2025Q2: 85,621 shares; 2025Q3: 85,405 shares; 2025Q4: 85,017 shares; 2026Q1: 84,276 shares 84,276 $29.7M 1.17% -741 Timeline SPIB 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: 720,532 shares; 2024Q4: 785,960 shares; 2025Q1: 829,635 shares; 2025Q2: 864,256 shares; 2025Q3: 874,440 shares; 2025Q4: 875,911 shares; 2026Q1: 869,720 shares 869,720 $29.2M 1.15% -6,191 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: 310,533 shares; 2024Q4: 311,074 shares; 2025Q1: 324,088 shares; 2025Q2: 342,501 shares; 2025Q3: 337,289 shares; 2025Q4: 334,239 shares; 2026Q1: 342,569 shares 342,569 $27.3M 1.08% +8,330 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: 95,309 shares; 2024Q4: 94,359 shares; 2025Q1: 93,403 shares; 2025Q2: 92,870 shares; 2025Q3: 93,381 shares; 2025Q4: 93,639 shares; 2026Q1: 92,791 shares 92,791 $26.6M 1.05% -848 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: 22,070 shares; 2024Q4: 21,538 shares; 2025Q1: 22,337 shares; 2025Q2: 24,772 shares; 2025Q3: 24,605 shares; 2025Q4: 24,642 shares; 2026Q1: 27,664 shares 27,664 $26.6M 1.05% +3,022 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: 6,723 shares; 2024Q4: 6,499 shares; 2025Q1: 6,311 shares; 2025Q2: 6,224 shares; 2025Q3: 6,014 shares; 2025Q4: 5,962 shares; 2026Q1: 6,278 shares 6,278 $26.4M 1.05% +316 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,996 shares; 2024Q4: 963,542 shares; 2025Q1: 1,114,582 shares; 2025Q2: 1,082,767 shares; 2025Q3: 1,126,360 shares; 2025Q4: 1,140,720 shares; 2026Q1: 1,159,800 shares 1,159,800 $25.9M 1.03% +19,080 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,168 shares; 2024Q4: 327,780 shares; 2025Q1: 353,678 shares; 2025Q2: 396,454 shares; 2025Q3: 427,884 shares; 2025Q4: 443,821 shares; 2026Q1: 422,062 shares 422,062 $25M 0.99% -21,759 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: 55,914 shares; 2024Q4: 104,911 shares; 2025Q1: 105,544 shares; 2025Q2: 106,374 shares; 2025Q3: 138,897 shares; 2025Q4: 144,140 shares; 2026Q1: 150,597 shares 150,597 $24.1M 0.96% +6,457 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,632 shares; 2024Q4: 573,172 shares; 2025Q1: 705,697 shares; 2025Q2: 652,940 shares; 2025Q3: 657,682 shares; 2025Q4: 686,422 shares; 2026Q1: 696,400 shares 696,400 $24M 0.95% +9,978 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,529 shares; 2024Q4: 366,203 shares; 2025Q1: 354,618 shares; 2025Q2: 409,156 shares; 2025Q3: 476,233 shares; 2025Q4: 493,599 shares; 2026Q1: 523,769 shares 523,769 $23.9M 0.95% +30,170 Timeline VMBS 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: 454,806 shares; 2024Q4: 480,708 shares; 2025Q1: 480,930 shares; 2025Q2: 471,574 shares; 2025Q3: 468,238 shares; 2025Q4: 486,346 shares; 2026Q1: 485,551 shares 485,551 $22.8M 0.9% -795 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: 81,572 shares; 2024Q4: 81,123 shares; 2025Q1: 78,359 shares; 2025Q2: 80,372 shares; 2025Q3: 81,158 shares; 2025Q4: 77,205 shares; 2026Q1: 76,384 shares 76,384 $21.9M 0.87% -821 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: 180,882 shares; 2024Q4: 183,276 shares; 2025Q1: 178,323 shares; 2025Q2: 182,066 shares; 2025Q3: 180,420 shares; 2025Q4: 177,854 shares; 2026Q1: 174,240 shares 174,240 $21.7M 0.86% -3,614 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,166 shares; 2024Q4: 93,049 shares; 2025Q1: 94,010 shares; 2025Q2: 95,536 shares; 2025Q3: 92,392 shares; 2025Q4: 92,422 shares; 2026Q1: 95,011 shares 95,011 $21.3M 0.84% +2,589 Timeline USIG 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: 232,035 shares; 2024Q4: 276,403 shares; 2025Q1: 339,309 shares; 2025Q2: 385,500 shares; 2025Q3: 398,582 shares; 2025Q4: 409,399 shares; 2026Q1: 405,122 shares 405,122 $20.8M 0.82% -4,277 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: 3,125 shares; 2024Q4: 3,558 shares; 2025Q1: 4,197 shares; 2025Q2: 38,306 shares; 2025Q3: 94,853 shares; 2025Q4: 98,410 shares; 2026Q1: 107,499 shares 107,499 $20.4M 0.81% +9,089 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: 56,724 shares; 2024Q4: 54,123 shares; 2025Q1: 53,142 shares; 2025Q2: 52,219 shares; 2025Q3: 45,111 shares; 2025Q4: 43,897 shares; 2026Q1: 36,482 shares 36,482 $19.6M 0.78% -7,415 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: 415,754 shares; 2024Q4: 405,217 shares; 2025Q1: 390,284 shares; 2025Q2: 300,111 shares; 2025Q3: 288,363 shares; 2025Q4: 282,688 shares; 2026Q1: 243,365 shares 243,365 $18.9M 0.75% -39,323 Timeline SPTS 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: 320,069 shares; 2024Q4: 385,988 shares; 2025Q1: 446,743 shares; 2025Q2: 491,213 shares; 2025Q3: 532,135 shares; 2025Q4: 585,237 shares; 2026Q1: 643,329 shares 643,329 $18.8M 0.74% +58,092 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,332 shares; 2024Q4: 189,845 shares; 2025Q1: 204,032 shares; 2025Q2: 251,156 shares; 2025Q3: 261,305 shares; 2025Q4: 238,695 shares; 2026Q1: 366,429 shares 366,429 $18.6M 0.74% +127,734 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: 356,702 shares; 2024Q4: 343,329 shares; 2025Q1: 328,774 shares; 2025Q2: 343,621 shares; 2025Q3: 382,604 shares; 2025Q4: 361,111 shares; 2026Q1: 362,289 shares 362,289 $18.2M 0.72% +1,178 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963,836 shares; 2024Q4: 915,242 shares; 2025Q1: 766,074 shares; 2025Q2: 748,030 shares; 2025Q3: 750,763 shares; 2025Q4: 764,044 shares; 2026Q1: 771,228 shares 771,228 $17.7M 0.7% +7,184 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,261 shares; 2024Q4: 232,034 shares; 2025Q1: 233,362 shares; 2025Q2: 254,138 shares; 2025Q3: 256,627 shares; 2025Q4: 267,260 shares; 2026Q1: 275,390 shares 275,390 $16.6M 0.66% +8,130 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: 275,469 shares; 2024Q4: 321,204 shares; 2025Q1: 378,651 shares; 2025Q2: 381,882 shares; 2025Q3: 377,711 shares; 2025Q4: 381,131 shares; 2026Q1: 383,891 shares 383,891 $16.3M 0.65% +2,760 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: 96,111 shares; 2024Q4: 96,155 shares; 2025Q1: 95,250 shares; 2025Q2: 99,957 shares; 2025Q3: 100,647 shares; 2025Q4: 100,524 shares; 2026Q1: 100,415 shares 100,415 $16M 0.63% -109 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: 95,730 shares; 2024Q4: 90,845 shares; 2025Q1: 102,072 shares; 2025Q2: 113,873 shares; 2025Q3: 127,931 shares; 2025Q4: 133,002 shares; 2026Q1: 176,364 shares 176,364 $15.9M 0.63% +43,362 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: 24,097 shares; 2024Q4: 23,047 shares; 2025Q1: 22,098 shares; 2025Q2: 25,073 shares; 2025Q3: 24,909 shares; 2025Q4: 24,427 shares; 2026Q1: 23,884 shares 23,884 $15.5M 0.61% -543 Timeline SPMB 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: 646,614 shares; 2024Q4: 637,071 shares; 2025Q1: 631,802 shares; 2025Q2: 644,810 shares; 2025Q3: 639,716 shares; 2025Q4: 655,677 shares; 2026Q1: 686,198 shares 686,198 $15.4M 0.61% +30,521 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: 67,560 shares; 2024Q4: 68,108 shares; 2025Q1: 66,704 shares; 2025Q2: 68,019 shares; 2025Q3: 68,455 shares; 2025Q4: 68,813 shares; 2026Q1: 68,630 shares 68,630 $14.9M 0.59% -183 Timeline SPTB 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: 13,479 shares; 2024Q4: 172,008 shares; 2025Q1: 411,382 shares; 2025Q2: 490,879 shares; 2025Q3: 486,741 shares; 2025Q4: 486,801 shares; 2026Q1: 472,919 shares 472,919 $14.3M 0.57% -13,882 Timeline VCIT 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: 202,177 shares; 2024Q4: 171,574 shares; 2025Q1: 164,338 shares; 2025Q2: 163,086 shares; 2025Q3: 166,937 shares; 2025Q4: 164,511 shares; 2026Q1: 160,405 shares 160,405 $13.3M 0.53% -4,106 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: 166,649 shares; 2024Q4: 164,359 shares; 2025Q1: 165,788 shares; 2025Q2: 170,490 shares; 2025Q3: 146,650 shares; 2025Q4: 142,342 shares; 2026Q1: 95,920 shares 95,920 $13M 0.52% -46,422 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: 263,505 shares; 2024Q4: 267,737 shares; 2025Q1: 320,233 shares; 2025Q2: 384,061 shares; 2025Q3: 390,012 shares; 2025Q4: 303,584 shares; 2026Q1: 326,533 shares 326,533 $12.2M 0.48% +22,949 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 1,114 shares; 2025Q1: 781 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 141,915 shares; 2026Q1: 156,459 shares 156,459 $12.1M 0.48% +14,544 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: 102,147 shares; 2024Q4: 101,211 shares; 2025Q1: 98,601 shares; 2025Q2: 98,268 shares; 2025Q3: 97,390 shares; 2025Q4: 96,799 shares; 2026Q1: 92,701 shares 92,701 $11.9M 0.47% -4,098 Timeline SUSB 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: 240,585 shares; 2024Q4: 300,924 shares; 2025Q1: 345,998 shares; 2025Q2: 361,197 shares; 2025Q3: 389,789 shares; 2025Q4: 437,666 shares; 2026Q1: 471,518 shares 471,518 $11.8M 0.47% +33,852 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 285,349 shares; 2025Q1: 430,736 shares; 2025Q2: 360,615 shares; 2025Q3: 383,707 shares; 2025Q4: 383,222 shares; 2026Q1: 380,384 shares 380,384 $11.3M 0.45% -2,838 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: 74,957 shares; 2024Q4: 77,192 shares; 2025Q1: 73,709 shares; 2025Q2: 74,354 shares; 2025Q3: 73,115 shares; 2025Q4: 72,650 shares; 2026Q1: 70,329 shares 70,329 $10.9M 0.43% -2,321 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: 30,246 shares; 2024Q4: 30,077 shares; 2025Q1: 30,024 shares; 2025Q2: 30,486 shares; 2025Q3: 30,696 shares; 2025Q4: 30,262 shares; 2026Q1: 30,093 shares 30,093 $10.8M 0.43% -169 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,298 shares; 2024Q4: 323,965 shares; 2025Q1: 344,365 shares; 2025Q2: 347,002 shares; 2025Q3: 363,945 shares; 2025Q4: 369,269 shares; 2026Q1: 368,570 shares 368,570 $10M 0.4% -699 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: 90,069 shares; 2024Q4: 91,274 shares; 2025Q1: 88,652 shares; 2025Q2: 92,040 shares; 2025Q3: 92,269 shares; 2025Q4: 90,943 shares; 2026Q1: 84,388 shares 84,388 $9.7M 0.38% -6,555 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: 28,620 shares; 2024Q4: 28,734 shares; 2025Q1: 27,780 shares; 2025Q2: 28,737 shares; 2025Q3: 28,855 shares; 2025Q4: 29,235 shares; 2026Q1: 32,055 shares 32,055 $9.69M 0.38% +2,820 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 68,755 shares; 2025Q4: 130,594 shares; 2026Q1: 133,833 shares 133,833 $9.6M 0.38% +3,239 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,207 shares; 2024Q4: 278,045 shares; 2025Q1: 293,025 shares; 2025Q2: 294,083 shares; 2025Q3: 292,835 shares; 2025Q4: 255,245 shares; 2026Q1: 247,693 shares 247,693 $9.52M 0.38% -7,552 Timeline NULV 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: 106,577 shares; 2024Q4: 118,382 shares; 2025Q1: 131,748 shares; 2025Q2: 134,719 shares; 2025Q3: 138,942 shares; 2025Q4: 180,326 shares; 2026Q1: 186,062 shares 186,062 $8.47M 0.34% +5,736 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: 31,936 shares; 2024Q4: 30,004 shares; 2025Q1: 30,520 shares; 2025Q2: 30,476 shares; 2025Q3: 30,077 shares; 2025Q4: 30,208 shares; 2026Q1: 27,791 shares 27,791 $8.41M 0.33% -2,417 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: 59,205 shares; 2024Q4: 60,516 shares; 2025Q1: 75,849 shares; 2025Q2: 79,885 shares; 2025Q3: 78,365 shares; 2025Q4: 78,455 shares; 2026Q1: 75,858 shares 75,858 $8.05M 0.32% -2,597 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: 49,041 shares; 2024Q4: 53,814 shares; 2025Q1: 59,181 shares; 2025Q2: 59,739 shares; 2025Q3: 60,604 shares; 2025Q4: 69,497 shares; 2026Q1: 71,250 shares 71,250 $8M 0.32% +1,753 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,492 shares; 2024Q4: 61,345 shares; 2025Q1: 67,565 shares; 2025Q2: 71,550 shares; 2025Q3: 87,028 shares; 2025Q4: 103,969 shares; 2026Q1: 105,740 shares 105,740 $7.69M 0.3% +1,771 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: 26,818 shares; 2024Q4: 26,600 shares; 2025Q1: 26,179 shares; 2025Q2: 26,454 shares; 2025Q3: 26,548 shares; 2025Q4: 26,114 shares; 2026Q1: 26,020 shares 26,020 $7.69M 0.3% -94 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: 37,235 shares; 2024Q4: 42,179 shares; 2025Q1: 48,213 shares; 2025Q2: 49,577 shares; 2025Q3: 50,445 shares; 2025Q4: 59,461 shares; 2026Q1: 61,507 shares 61,507 $7.45M 0.3% +2,046 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: 7,427 shares; 2024Q4: 7,351 shares; 2025Q1: 7,673 shares; 2025Q2: 7,761 shares; 2025Q3: 7,786 shares; 2025Q4: 7,633 shares; 2026Q1: 7,471 shares 7,471 $7.44M 0.29% -162 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: 79,505 shares; 2024Q4: 81,301 shares; 2025Q1: 80,028 shares; 2025Q2: 83,064 shares; 2025Q3: 81,733 shares; 2025Q4: 79,805 shares; 2026Q1: 80,721 shares 80,721 $6.99M 0.28% +916 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: 93,503 shares; 2024Q4: 94,808 shares; 2025Q1: 95,340 shares; 2025Q2: 98,519 shares; 2025Q3: 103,381 shares; 2025Q4: 102,030 shares; 2026Q1: 101,272 shares 101,272 $6.49M 0.26% -758 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: 20,414 shares; 2024Q4: 18,787 shares; 2025Q1: 17,827 shares; 2025Q2: 17,402 shares; 2025Q3: 17,511 shares; 2025Q4: 17,620 shares; 2026Q1: 17,896 shares 17,896 $5.89M 0.23% +276 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: 17,043 shares; 2024Q4: 16,918 shares; 2025Q1: 16,918 shares; 2025Q2: 16,918 shares; 2025Q3: 16,918 shares; 2025Q4: 16,881 shares; 2026Q1: 16,881 shares 16,881 $5.77M 0.23% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,834 shares; 2024Q4: 108,689 shares; 2025Q1: 106,740 shares; 2025Q2: 106,346 shares; 2025Q3: 107,307 shares; 2025Q4: 106,285 shares; 2026Q1: 104,972 shares 104,972 $5.67M 0.22% -1,313 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,748 shares; 2024Q4: 54,976 shares; 2025Q1: 58,436 shares; 2025Q2: 71,734 shares; 2025Q3: 72,288 shares; 2025Q4: 73,365 shares; 2026Q1: 85,080 shares 85,080 $5.61M 0.22% +11,715 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: 6,435 shares; 2024Q4: 8,345 shares; 2025Q1: 7,731 shares; 2025Q2: 8,714 shares; 2025Q3: 8,400 shares; 2025Q4: 8,038 shares; 2026Q1: 7,909 shares 7,909 $5.6M 0.22% -129 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: 65 shares; 2024Q4: 240 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 67,385 shares; 2026Q1: 65,141 shares 65,141 $5.34M 0.21% -2,244 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: 15,243 shares; 2024Q4: 15,549 shares; 2025Q1: 15,124 shares; 2025Q2: 15,643 shares; 2025Q3: 15,451 shares; 2025Q4: 15,393 shares; 2026Q1: 15,739 shares 15,739 $4.89M 0.19% +346 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: 22,619 shares; 2024Q4: 22,676 shares; 2025Q1: 22,046 shares; 2025Q2: 26,195 shares; 2025Q3: 26,215 shares; 2025Q4: 25,949 shares; 2026Q1: 25,768 shares 25,768 $4.81M 0.19% -181 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,914 shares; 2024Q4: 103,915 shares; 2025Q1: 103,192 shares; 2025Q2: 116,152 shares; 2025Q3: 115,900 shares; 2025Q4: 96,105 shares; 2026Q1: 78,838 shares 78,838 $4.74M 0.19% -17,267 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: 38,937 shares; 2024Q4: 38,881 shares; 2025Q1: 34,115 shares; 2025Q2: 39,871 shares; 2025Q3: 38,546 shares; 2025Q4: 38,645 shares; 2026Q1: 39,031 shares 39,031 $4.7M 0.19% +386 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,692 shares 73,692 $4.59M 0.18% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 19,513 shares; 2025Q1: 18,859 shares; 2025Q2: 19,125 shares; 2025Q3: 19,937 shares; 2025Q4: 20,233 shares; 2026Q1: 20,352 shares 20,352 $4.38M 0.17% +119 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,751 shares; 2024Q4: 121,897 shares; 2025Q1: 123,556 shares; 2025Q2: 125,084 shares; 2025Q3: 124,672 shares; 2025Q4: 111,094 shares; 2026Q1: 108,892 shares 108,892 $4.38M 0.17% -2,202 Timeline VCEB 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: 38,764 shares; 2024Q4: 43,028 shares; 2025Q1: 46,977 shares; 2025Q2: 51,131 shares; 2025Q3: 56,801 shares; 2025Q4: 64,095 shares; 2026Q1: 68,913 shares 68,913 $4.33M 0.17% +4,818 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: 122,928 shares; 2024Q4: 125,829 shares; 2025Q1: 123,811 shares; 2025Q2: 32,735 shares; 2025Q3: 34,713 shares; 2025Q4: 34,849 shares; 2026Q1: 34,812 shares 34,812 $4.33M 0.17% -37 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,363 shares; 2024Q4: 73,222 shares; 2025Q1: 68,820 shares; 2025Q2: 48,745 shares; 2025Q3: 35,827 shares; 2025Q4: 34,589 shares; 2026Q1: 31,288 shares 31,288 $4.23M 0.17% -3,301 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,401 shares; 2024Q4: 31,364 shares; 2025Q1: 34,216 shares; 2025Q2: 41,689 shares; 2025Q3: 42,712 shares; 2025Q4: 43,157 shares; 2026Q1: 46,364 shares 46,364 $4.18M 0.17% +3,207 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: 33,499 shares; 2024Q4: 34,436 shares; 2025Q1: 37,477 shares; 2025Q2: 39,080 shares; 2025Q3: 41,900 shares; 2025Q4: 45,454 shares; 2026Q1: 46,581 shares 46,581 $4.12M 0.16% +1,127 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: 13,785 shares; 2024Q4: 20,607 shares; 2025Q1: 14,967 shares; 2025Q2: 21,437 shares; 2025Q3: 20,208 shares; 2025Q4: 20,216 shares; 2026Q1: 19,860 shares 19,860 $4.11M 0.16% -356 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: 10,654 shares; 2024Q4: 11,304 shares; 2025Q1: 11,040 shares; 2025Q2: 17,582 shares; 2025Q3: 17,581 shares; 2025Q4: 17,435 shares; 2026Q1: 16,470 shares 16,470 $3.99M 0.16% -965 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: 8,423 shares; 2024Q4: 8,883 shares; 2025Q1: 9,120 shares; 2025Q2: 9,131 shares; 2025Q3: 9,342 shares; 2025Q4: 10,080 shares; 2026Q1: 8,889 shares 8,889 $3.88M 0.15% -1,191 Timeline SPTI 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: 122,234 shares; 2024Q4: 107,832 shares; 2025Q1: 92,645 shares; 2025Q2: 92,000 shares; 2025Q3: 104,296 shares; 2025Q4: 124,892 shares; 2026Q1: 129,408 shares 129,408 $3.71M 0.15% +4,516 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: 17,256 shares; 2024Q4: 17,084 shares; 2025Q1: 16,560 shares; 2025Q2: 16,356 shares; 2025Q3: 15,966 shares; 2025Q4: 16,040 shares; 2026Q1: 12,308 shares 12,308 $3.33M 0.13% -3,732 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: 9,278 shares; 2024Q4: 9,339 shares; 2025Q1: 9,540 shares; 2025Q2: 9,615 shares; 2025Q3: 9,629 shares; 2025Q4: 9,633 shares; 2026Q1: 9,786 shares 9,786 $3.31M 0.13% +153 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: 34,617 shares; 2024Q4: 36,884 shares; 2025Q1: 34,964 shares; 2025Q2: 34,806 shares; 2025Q3: 35,572 shares; 2025Q4: 70,740 shares; 2026Q1: 67,929 shares 67,929 $3.12M 0.12% -2,811 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: 11,642 shares; 2024Q4: 13,791 shares; 2025Q1: 13,238 shares; 2025Q2: 15,337 shares; 2025Q3: 15,375 shares; 2025Q4: 15,683 shares; 2026Q1: 15,061 shares 15,061 $3.06M 0.12% -622 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: 8,037 shares; 2024Q4: 9,693 shares; 2025Q1: 7,852 shares; 2025Q2: 10,507 shares; 2025Q3: 10,563 shares; 2025Q4: 10,563 shares; 2026Q1: 10,569 shares 10,569 $3M 0.12% +6 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: 44,815 shares; 2024Q4: 33,023 shares; 2025Q1: 31,639 shares; 2025Q2: 27,852 shares; 2025Q3: 26,158 shares; 2025Q4: 19,948 shares; 2026Q1: 18,670 shares 18,670 $2.94M 0.12% -1,278 Timeline NUSC 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: not reported; 2024Q4: 48,304 shares; 2025Q1: 60,480 shares; 2025Q2: 55,742 shares; 2025Q3: 58,815 shares; 2025Q4: 63,471 shares; 2026Q1: 65,048 shares 65,048 $2.93M 0.12% +1,577 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,857 shares; 2024Q4: 79,961 shares; 2025Q1: 79,740 shares; 2025Q2: 79,785 shares; 2025Q3: 79,341 shares; 2025Q4: 78,533 shares; 2026Q1: 78,744 shares 78,744 $2.89M 0.11% +211 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: 3,331 shares; 2024Q4: 3,389 shares; 2025Q1: 3,548 shares; 2025Q2: 2,762 shares; 2025Q3: 3,447 shares; 2025Q4: 4,331 shares; 2026Q1: 4,421 shares 4,421 $2.89M 0.11% +90 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,078 shares; 2024Q4: 32,251 shares; 2025Q1: 39,059 shares; 2025Q2: 42,096 shares; 2025Q3: 49,082 shares; 2025Q4: 53,956 shares; 2026Q1: 57,842 shares 57,842 $2.89M 0.11% +3,886 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: 14,195 shares; 2024Q4: 14,107 shares; 2025Q1: 12,993 shares; 2025Q2: 14,553 shares; 2025Q3: 14,494 shares; 2025Q4: 14,257 shares; 2026Q1: 13,829 shares 13,829 $2.86M 0.11% -428 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: 24,209 shares; 2024Q4: 22,468 shares; 2025Q1: 21,158 shares; 2025Q2: 20,999 shares; 2025Q3: 20,234 shares; 2025Q4: 20,038 shares; 2026Q1: 19,174 shares 19,174 $2.82M 0.11% -864 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,257 shares; 2025Q3: 13,932 shares; 2025Q4: 28,311 shares; 2026Q1: 46,280 shares 46,280 $2.76M 0.11% +17,969 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: 7,806 shares; 2024Q4: 7,787 shares; 2025Q1: 7,944 shares; 2025Q2: 7,967 shares; 2025Q3: 8,037 shares; 2025Q4: 8,015 shares; 2026Q1: 7,955 shares 7,955 $2.75M 0.11% -60 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: 24,473 shares; 2024Q4: 24,457 shares; 2025Q1: 24,457 shares; 2025Q2: 24,457 shares; 2025Q3: 24,457 shares; 2025Q4: 24,457 shares; 2026Q1: 24,346 shares 24,346 $2.67M 0.11% -111 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: 37,097 shares; 2024Q4: 38,424 shares; 2025Q1: 36,544 shares; 2025Q2: 34,782 shares; 2025Q3: 18,718 shares; 2025Q4: 19,061 shares; 2026Q1: 18,206 shares 18,206 $2.67M 0.11% -855 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: 8,053 shares; 2024Q4: 10,129 shares; 2025Q1: 8,630 shares; 2025Q2: 9,830 shares; 2025Q3: 11,214 shares; 2025Q4: 13,157 shares; 2026Q1: 13,345 shares 13,345 $2.62M 0.1% +188 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 49 shares; 2025Q2: 4,929 shares; 2025Q3: 4,955 shares; 2025Q4: 25,074 shares; 2026Q1: 24,853 shares 24,853 $2.6M 0.1% -221 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,994 shares; 2025Q3: 8,151 shares; 2025Q4: 7,857 shares; 2026Q1: 7,852 shares 7,852 $2.6M 0.1% -5 Timeline PSK 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: 128,976 shares; 2024Q4: 233,536 shares; 2025Q1: 268,321 shares; 2025Q2: 187,190 shares; 2025Q3: 197,007 shares; 2025Q4: 82,199 shares; 2026Q1: 80,425 shares 80,425 $2.48M 0.1% -1,774 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: 15,461 shares; 2024Q4: 15,723 shares; 2025Q1: 11,469 shares; 2025Q2: 12,831 shares; 2025Q3: 12,374 shares; 2025Q4: 12,213 shares; 2026Q1: 12,489 shares 12,489 $2.41M 0.1% +276 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: 21,666 shares; 2024Q4: 25,440 shares; 2025Q1: 21,058 shares; 2025Q2: 28,398 shares; 2025Q3: 30,415 shares; 2025Q4: 29,221 shares; 2026Q1: 29,860 shares 29,860 $2.27M 0.09% +639 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: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,011 shares; 2025Q2: 3,919 shares; 2025Q3: 3,773 shares; 2025Q4: 3,731 shares; 2026Q1: 3,741 shares 3,741 $2.26M 0.09% +10 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: 1,979 shares; 2024Q4: 2,391 shares; 2025Q1: 1,921 shares; 2025Q2: 2,589 shares; 2025Q3: 2,594 shares; 2025Q4: 2,602 shares; 2026Q1: 2,587 shares 2,587 $2.26M 0.09% -15 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,758 shares; 2024Q4: 35,335 shares; 2025Q1: 18,443 shares; 2025Q2: 36,813 shares; 2025Q3: 35,768 shares; 2025Q4: 32,404 shares; 2026Q1: 32,070 shares 32,070 $2.22M 0.09% -334 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,177 shares; 2024Q4: 12,177 shares; 2025Q1: 12,177 shares; 2025Q2: 12,177 shares; 2025Q3: 29,177 shares; 2025Q4: 48,189 shares; 2026Q1: 81,472 shares 81,472 $2.21M 0.09% +33,283 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: 21,017 shares; 2024Q4: 20,632 shares; 2025Q1: 21,101 shares; 2025Q2: 21,021 shares; 2025Q3: 20,731 shares; 2025Q4: 21,043 shares; 2026Q1: 20,909 shares 20,909 $2.15M 0.08% -134 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,450 shares; 2025Q1: 2,345 shares; 2025Q2: 2,527 shares; 2025Q3: 23,133 shares; 2025Q4: 22,718 shares; 2026Q1: 23,956 shares 23,956 $2.12M 0.08% +1,238 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: 7,745 shares; 2024Q4: 8,195 shares; 2025Q1: 8,170 shares; 2025Q2: 8,045 shares; 2025Q3: 8,051 shares; 2025Q4: 7,929 shares; 2026Q1: 8,105 shares 8,105 $2.11M 0.08% +176 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: 15,094 shares; 2024Q4: 16,042 shares; 2025Q1: 15,252 shares; 2025Q2: 17,045 shares; 2025Q3: 16,570 shares; 2025Q4: 16,314 shares; 2026Q1: 16,091 shares 16,091 $2.11M 0.08% -223 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: 10,680 shares; 2024Q4: 9,151 shares; 2025Q1: 9,077 shares; 2025Q2: 8,493 shares; 2025Q3: 8,493 shares; 2025Q4: 8,534 shares; 2026Q1: 8,645 shares 8,645 $2.1M 0.08% +111 Timeline SHM 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: 55,297 shares; 2024Q4: 52,313 shares; 2025Q1: 49,676 shares; 2025Q2: 46,926 shares; 2025Q3: 46,926 shares; 2025Q4: 46,926 shares; 2026Q1: 42,908 shares 42,908 $2.05M 0.08% -4,018 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: 74,273 shares; 2024Q4: 73,782 shares; 2025Q1: 70,797 shares; 2025Q2: 69,909 shares; 2025Q3: 71,573 shares; 2025Q4: 67,912 shares; 2026Q1: 66,436 shares 66,436 $2.01M 0.08% -1,476 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: 9,275 shares; 2024Q4: 10,323 shares; 2025Q1: 10,062 shares; 2025Q2: 10,406 shares; 2025Q3: 10,181 shares; 2025Q4: 9,444 shares; 2026Q1: 8,766 shares 8,766 $1.98M 0.08% -678 Timeline SPIP 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: 129,823 shares; 2024Q4: 103,776 shares; 2025Q1: 80,982 shares; 2025Q2: 79,235 shares; 2025Q3: 77,322 shares; 2025Q4: 75,358 shares; 2026Q1: 75,691 shares 75,691 $1.97M 0.08% +333 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: 11,046 shares; 2024Q4: 9,956 shares; 2025Q1: 12,356 shares; 2025Q2: 3,666 shares; 2025Q3: 3,947 shares; 2025Q4: 3,993 shares; 2026Q1: 3,970 shares 3,970 $1.95M 0.08% -23 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: 5,087 shares; 2024Q4: 6,361 shares; 2025Q1: 6,398 shares; 2025Q2: 6,148 shares; 2025Q3: 6,148 shares; 2025Q4: 6,163 shares; 2026Q1: 6,115 shares 6,115 $1.95M 0.08% -48 Timeline SGOV 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: 78,156 shares; 2024Q4: 92,973 shares; 2025Q1: 79,963 shares; 2025Q2: 42,623 shares; 2025Q3: 25,392 shares; 2025Q4: 18,864 shares; 2026Q1: 17,235 shares 17,235 $1.73M 0.07% -1,629 Timeline IYZ 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: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 13,496 shares; 2025Q3: 13,496 shares; 2025Q4: 43,926 shares; 2026Q1: 43,620 shares 43,620 $1.72M 0.07% -306 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: 5,490 shares; 2024Q4: 7,154 shares; 2025Q1: 6,201 shares; 2025Q2: 5,388 shares; 2025Q3: 5,322 shares; 2025Q4: 5,145 shares; 2026Q1: 5,171 shares 5,171 $1.66M 0.07% +26 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: 10,992 shares; 2024Q4: 10,575 shares; 2025Q1: 9,969 shares; 2025Q2: 11,419 shares; 2025Q3: 11,269 shares; 2025Q4: 11,269 shares; 2026Q1: 11,128 shares 11,128 $1.62M 0.06% -141 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: 2,641 shares; 2024Q4: 1,612 shares; 2025Q1: 1,667 shares; 2025Q2: 1,846 shares; 2025Q3: 1,699 shares; 2025Q4: 1,756 shares; 2026Q1: 1,754 shares 1,754 $1.61M 0.06% -2 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: 9,356 shares; 2024Q4: 9,152 shares; 2025Q1: 17,360 shares; 2025Q2: 19,746 shares; 2025Q3: 19,223 shares; 2025Q4: 19,412 shares; 2026Q1: 21,475 shares 21,475 $1.58M 0.06% +2,063 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: 38,494 shares; 2024Q4: 38,796 shares; 2025Q1: 37,498 shares; 2025Q2: 17,894 shares; 2025Q3: 15,637 shares; 2025Q4: 16,586 shares; 2026Q1: 16,355 shares 16,355 $1.58M 0.06% -231 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: 5,099 shares; 2024Q4: 5,958 shares; 2025Q1: 5,270 shares; 2025Q2: 6,804 shares; 2025Q3: 6,698 shares; 2025Q4: 6,715 shares; 2026Q1: 6,527 shares 6,527 $1.54M 0.06% -188 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: 6,080 shares; 2024Q4: 6,104 shares; 2025Q1: 6,080 shares; 2025Q2: 6,111 shares; 2025Q3: 6,095 shares; 2025Q4: 6,082 shares; 2026Q1: 6,068 shares 6,068 $1.5M 0.06% -14 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: 3,038 shares; 2024Q4: 3,524 shares; 2025Q1: 3,595 shares; 2025Q2: 3,190 shares; 2025Q3: 2,414 shares; 2025Q4: 2,573 shares; 2026Q1: 2,619 shares 2,619 $1.48M 0.06% +46 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: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,869 shares; 2026Q1: 3,656 shares 3,656 $1.43M 0.06% -213 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: 16,906 shares; 2024Q4: 16,906 shares; 2025Q1: 16,705 shares; 2025Q2: 16,505 shares; 2025Q3: 16,476 shares; 2025Q4: 16,416 shares; 2026Q1: 16,590 shares 16,590 $1.41M 0.06% +174 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: 26,288 shares; 2026Q1: 55,805 shares 55,805 $1.41M 0.06% +29,517 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 4,053 shares; 2025Q1: 3,191 shares; 2025Q2: 3,356 shares; 2025Q3: 3,156 shares; 2025Q4: 3,174 shares; 2026Q1: 3,193 shares 3,193 $1.33M 0.05% +19 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: 1,494 shares; 2024Q4: 1,387 shares; 2025Q1: 1,576 shares; 2025Q2: 1,640 shares; 2025Q3: 1,570 shares; 2025Q4: 1,585 shares; 2026Q1: 1,568 shares 1,568 $1.33M 0.05% -17 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: 9,548 shares; 2024Q4: 8,131 shares; 2025Q1: 8,201 shares; 2025Q2: 8,131 shares; 2025Q3: 8,131 shares; 2025Q4: 8,131 shares; 2026Q1: 6,631 shares 6,631 $1.29M 0.05% -1,500 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,859 shares; 2025Q1: 3,653 shares; 2025Q2: 4,444 shares; 2025Q3: 4,284 shares; 2025Q4: 4,284 shares; 2026Q1: 4,284 shares 4,284 $1.23M 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 20,145 shares; 2025Q1: 20,255 shares; 2025Q2: 21,558 shares; 2025Q3: 20,396 shares; 2025Q4: 19,646 shares; 2026Q1: 19,846 shares 19,846 $1.2M 0.05% +200 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,074 shares; 2024Q4: 106,281 shares; 2025Q1: 103,425 shares; 2025Q2: 102,138 shares; 2025Q3: 101,328 shares; 2025Q4: 97,390 shares; 2026Q1: 93,065 shares 93,065 $1.18M 0.05% -4,325 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: 3,602 shares; 2024Q4: 3,586 shares; 2025Q1: 1,541 shares; 2025Q2: 3,585 shares; 2025Q3: 3,587 shares; 2025Q4: 3,560 shares; 2026Q1: 3,562 shares 3,562 $1.17M 0.05% +2 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: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 3,919 shares; 2025Q2: 3,893 shares; 2025Q3: 3,893 shares; 2025Q4: 3,911 shares; 2026Q1: 3,961 shares 3,961 $1.15M 0.05% +50 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: 8,804 shares; 2024Q4: 8,245 shares; 2025Q1: 7,315 shares; 2025Q2: 7,515 shares; 2025Q3: 7,395 shares; 2025Q4: 8,539 shares; 2026Q1: 11,604 shares 11,604 $1.12M 0.04% +3,065 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: 3,009 shares; 2024Q4: 3,087 shares; 2025Q1: 452 shares; 2025Q2: 4,206 shares; 2025Q3: 4,395 shares; 2025Q4: 4,397 shares; 2026Q1: 4,196 shares 4,196 $1.12M 0.04% -201 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,971 shares; 2024Q4: 32,538 shares; 2025Q1: 28,289 shares; 2025Q2: 19,812 shares; 2025Q3: 8,800 shares; 2025Q4: 19,780 shares; 2026Q1: 18,443 shares 18,443 $1.08M 0.04% -1,337 Timeline SUB 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: 5,407 shares; 2024Q4: 7,672 shares; 2025Q1: 7,696 shares; 2025Q2: 8,543 shares; 2025Q3: 8,812 shares; 2025Q4: 9,741 shares; 2026Q1: 9,955 shares 9,955 $1.06M 0.04% +214 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: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,784 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares; 2026Q1: 2,069 shares 2,069 $1.03M 0.04% +285 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,555 shares; 2025Q1: 6,571 shares; 2025Q2: 6,553 shares; 2025Q3: 6,553 shares; 2025Q4: 6,553 shares; 2026Q1: 6,553 shares 6,553 $1M 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,913 shares; 2024Q4: 23,839 shares; 2025Q1: 23,839 shares; 2025Q2: 23,839 shares; 2025Q3: 25,901 shares; 2025Q4: 25,901 shares; 2026Q1: 25,704 shares 25,704 $999K 0.04% -197 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: 1,834 shares; 2024Q4: 1,838 shares; 2025Q1: 1,852 shares; 2025Q2: 2,065 shares; 2025Q3: 2,279 shares; 2025Q4: 2,139 shares; 2026Q1: 1,977 shares 1,977 $988K 0.04% -162 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: 5,492 shares; 2024Q4: 6,171 shares; 2025Q1: 6,132 shares; 2025Q2: 6,171 shares; 2025Q3: 6,192 shares; 2025Q4: 6,392 shares; 2026Q1: 6,392 shares 6,392 $976K 0.04% 0 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: 39,563 shares; 2024Q4: 36,304 shares; 2025Q1: 27,495 shares; 2025Q2: 35,475 shares; 2025Q3: 34,373 shares; 2025Q4: 33,978 shares; 2026Q1: 33,353 shares 33,353 $958K 0.04% -625 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 6,928 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 6,895 shares; 2026Q1: 6,895 shares 6,895 $954K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,904 shares; 2024Q4: 87,211 shares; 2025Q1: 85,437 shares; 2025Q2: 58,763 shares; 2025Q3: 20,835 shares; 2025Q4: 21,075 shares; 2026Q1: 20,926 shares 20,926 $923K 0.04% -149 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,219 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares 4,195 $909K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 5,429 shares; 2025Q1: 5,319 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,102 shares; 2026Q1: 4,102 shares 4,102 $889K 0.04% 0 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: 20,953 shares; 2024Q4: 22,573 shares; 2025Q1: 14,285 shares; 2025Q2: 27,895 shares; 2025Q3: 26,472 shares; 2025Q4: 27,192 shares; 2026Q1: 29,015 shares 29,015 $841K 0.03% +1,823 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: 293,282 shares; 2024Q4: 248,613 shares; 2025Q1: 15,359 shares; 2025Q2: 15,413 shares; 2025Q3: 13,002 shares; 2025Q4: 12,754 shares; 2026Q1: 11,664 shares 11,664 $838K 0.03% -1,090 Timeline TFI 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: 35,520 shares; 2024Q4: 33,135 shares; 2025Q1: 27,977 shares; 2025Q2: 17,170 shares; 2025Q3: 19,735 shares; 2025Q4: 18,425 shares; 2026Q1: 18,425 shares 18,425 $835K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 8,633 shares; 2025Q1: 8,235 shares; 2025Q2: 8,067 shares; 2025Q3: 8,077 shares; 2025Q4: 7,973 shares; 2026Q1: 8,498 shares 8,498 $825K 0.03% +525 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: 14,782 shares; 2024Q4: 14,783 shares; 2025Q1: 14,664 shares; 2025Q2: 15,599 shares; 2025Q3: 15,448 shares; 2025Q4: 15,821 shares; 2026Q1: 15,626 shares 15,626 $825K 0.03% -195 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: 550 shares; 2024Q4: 3,499 shares; 2025Q1: 2,392 shares; 2025Q2: 4,466 shares; 2025Q3: 4,475 shares; 2025Q4: 4,266 shares; 2026Q1: 4,159 shares 4,159 $822K 0.03% -107 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 820 shares; 2025Q3: 941 shares; 2025Q4: 1,170 shares; 2026Q1: 1,368 shares 1,368 $817K 0.03% +198 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: 25,754 shares; 2024Q4: 30,269 shares; 2025Q1: 23,679 shares; 2025Q2: 28,373 shares; 2025Q3: 29,042 shares; 2025Q4: 29,164 shares; 2026Q1: 28,916 shares 28,916 $812K 0.03% -248 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: 4,270 shares; 2024Q4: 7,920 shares; 2025Q1: 4,595 shares; 2025Q2: 9,575 shares; 2025Q3: 9,365 shares; 2025Q4: 8,781 shares; 2026Q1: 8,391 shares 8,391 $810K 0.03% -390 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: 40,500 shares; 2024Q4: 36,900 shares; 2025Q1: 33,000 shares; 2025Q2: 33,785 shares; 2025Q3: 32,785 shares; 2025Q4: 32,150 shares; 2026Q1: 44,150 shares 44,150 $796K 0.03% +12,000 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: 1,785 shares; 2024Q4: 1,896 shares; 2025Q1: 1,625 shares; 2025Q2: 1,869 shares; 2025Q3: 1,883 shares; 2025Q4: 1,857 shares; 2026Q1: 1,825 shares 1,825 $778K 0.03% -32 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: 9,182 shares; 2024Q4: 9,618 shares; 2025Q1: 8,327 shares; 2025Q2: 8,643 shares; 2025Q3: 8,623 shares; 2025Q4: 8,132 shares; 2026Q1: 8,198 shares 8,198 $770K 0.03% +66 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: 2,186 shares; 2024Q4: 3,286 shares; 2025Q1: 3,173 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 5,794 shares; 2026Q1: 5,794 shares 5,794 $770K 0.03% 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: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 4,108 shares; 2025Q3: 4,108 shares; 2025Q4: 4,109 shares; 2026Q1: 4,120 shares 4,120 $752K 0.03% +11 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,278 shares; 2025Q1: 1,271 shares; 2025Q2: 1,266 shares; 2025Q3: 1,360 shares; 2025Q4: 1,316 shares; 2026Q1: 1,292 shares 1,292 $746K 0.03% -24 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: 290,173 shares; 2024Q4: 302,861 shares; 2025Q1: 310,107 shares; 2025Q2: 12,135 shares; 2025Q3: 10,450 shares; 2025Q4: 10,344 shares; 2026Q1: 10,240 shares 10,240 $737K 0.03% -104 Timeline OIH 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: 717 shares; 2024Q4: 1,364 shares; 2025Q1: 1,164 shares; 2025Q2: 1,233 shares; 2025Q3: 1,121 shares; 2025Q4: 1,872 shares; 2026Q1: 1,818 shares 1,818 $735K 0.03% -54 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: 1,100 shares; 2024Q4: 2,184 shares; 2025Q1: 2,395 shares; 2025Q2: 2,161 shares; 2025Q3: 2,029 shares; 2025Q4: 2,397 shares; 2026Q1: 2,334 shares 2,334 $722K 0.03% -63 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: 20,409 shares; 2024Q4: 20,413 shares; 2025Q1: 19,917 shares; 2025Q2: 19,343 shares; 2025Q3: 18,260 shares; 2025Q4: 16,764 shares; 2026Q1: 17,363 shares 17,363 $713K 0.03% +599 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: 2,062 shares; 2024Q4: 2,362 shares; 2025Q1: 2,412 shares; 2025Q2: 2,364 shares; 2025Q3: 2,362 shares; 2025Q4: 2,146 shares; 2026Q1: 2,166 shares 2,166 $712K 0.03% +20 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $711K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,427 shares; 2025Q1: 1,212 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,626 shares; 2026Q1: 1,590 shares 1,590 $707K 0.03% -36 Timeline IUSV 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: 7,149 shares; 2024Q4: 7,149 shares; 2025Q1: 3,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares; 2026Q1: 6,804 shares 6,804 $696K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,570 shares; 2024Q4: 21,266 shares; 2025Q1: 21,801 shares; 2025Q2: 23,889 shares; 2025Q3: 23,073 shares; 2025Q4: 22,088 shares; 2026Q1: 18,179 shares 18,179 $688K 0.03% -3,909 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,535 shares; 2025Q1: 9,599 shares; 2025Q2: 10,709 shares; 2025Q3: 10,896 shares; 2025Q4: 11,358 shares; 2026Q1: 14,163 shares 14,163 $681K 0.03% +2,805 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: 5,964 shares; 2024Q4: 6,749 shares; 2025Q1: 5,707 shares; 2025Q2: 6,676 shares; 2025Q3: 6,662 shares; 2025Q4: 5,772 shares; 2026Q1: 5,312 shares 5,312 $644K 0.03% -460 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: 2,670 shares; 2024Q4: 3,820 shares; 2025Q1: 4,074 shares; 2025Q2: 3,824 shares; 2025Q3: 3,831 shares; 2025Q4: 3,831 shares; 2026Q1: 3,824 shares 3,824 $629K 0.02% -7 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,655 shares; 2025Q1: 7,679 shares; 2025Q2: 7,641 shares; 2025Q3: 7,571 shares; 2025Q4: 7,448 shares; 2026Q1: 7,478 shares 7,478 $626K 0.02% +30 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: 960 shares; 2024Q4: 962 shares; 2025Q1: 946 shares; 2025Q2: 887 shares; 2025Q3: 889 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $599K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,827 shares; 2025Q1: 1,756 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,732 shares; 2026Q1: 2,796 shares 2,796 $597K 0.02% +64 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: 2,749 shares; 2024Q4: 2,728 shares; 2025Q1: 2,532 shares; 2025Q2: 2,457 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares 2,942 $583K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 7,021 shares; 2025Q1: 7,192 shares; 2025Q2: 7,017 shares; 2025Q3: 6,442 shares; 2025Q4: 6,444 shares; 2026Q1: 6,504 shares 6,504 $583K 0.02% +60 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 415 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,905 shares 3,905 $578K 0.02% +530 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: 49,641 shares; 2024Q4: 48,518 shares; 2025Q1: 46,088 shares; 2025Q2: 2,698 shares; 2025Q3: 2,687 shares; 2025Q4: 2,820 shares; 2026Q1: 2,820 shares 2,820 $574K 0.02% 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: 3,158 shares; 2024Q4: 3,157 shares; 2025Q1: 2,127 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares 2,976 $564K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,633 shares 2,633 $548K 0.02% +264 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: 2,967 shares; 2024Q4: 4,618 shares; 2025Q1: 3,180 shares; 2025Q2: 4,271 shares; 2025Q3: 4,241 shares; 2025Q4: 4,256 shares; 2026Q1: 4,109 shares 4,109 $538K 0.02% -147 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,984 shares; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares 1,714 $538K 0.02% 0 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: 3,282 shares; 2024Q4: 4,833 shares; 2025Q1: 4,874 shares; 2025Q2: 5,255 shares; 2025Q3: 4,758 shares; 2025Q4: 4,289 shares; 2026Q1: 4,037 shares 4,037 $529K 0.02% -252 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,608 shares; 2025Q1: 3,385 shares; 2025Q2: 4,084 shares; 2025Q3: 4,184 shares; 2025Q4: 3,984 shares; 2026Q1: 3,984 shares 3,984 $526K 0.02% 0 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: 1,169 shares; 2024Q4: 1,259 shares; 2025Q1: 1,773 shares; 2025Q2: 1,772 shares; 2025Q3: 2,004 shares; 2025Q4: 1,999 shares; 2026Q1: 1,397 shares 1,397 $519K 0.02% -602 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 4,942 shares; 2025Q1: 4,542 shares; 2025Q2: 4,942 shares; 2025Q3: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares 4,577 $514K 0.02% 0 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: 160 shares; 2024Q4: 176 shares; 2025Q1: 160 shares; 2025Q2: 1,831 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares 3,131 $514K 0.02% 0 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 93 shares; 2025Q3: 185 shares; 2025Q4: 1,122 shares; 2026Q1: 1,100 shares 1,100 $510K 0.02% -22 Timeline EFIV 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: 7,555 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,555 shares; 2025Q3: 7,555 shares; 2025Q4: 7,555 shares; 2026Q1: 7,555 shares 7,555 $477K 0.02% 0 Timeline IUSG 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: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,055 shares 3,055 $474K 0.02% -332 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: 4,198 shares; 2024Q4: 4,205 shares; 2025Q1: 3,877 shares; 2025Q2: 3,993 shares; 2025Q3: 4,142 shares; 2025Q4: 7,703 shares; 2026Q1: 7,649 shares 7,649 $469K 0.02% -54 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: 3,020 shares; 2024Q4: 3,060 shares; 2025Q1: 2,780 shares; 2025Q2: 3,060 shares; 2025Q3: 3,035 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855 $444K 0.02% 0 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: 6,326 shares; 2024Q4: 5,226 shares; 2025Q1: 4,626 shares; 2025Q2: 5,995 shares; 2025Q3: 5,268 shares; 2025Q4: 5,268 shares; 2026Q1: 5,268 shares 5,268 $426K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,780 shares; 2025Q1: 4,030 shares; 2025Q2: 4,729 shares; 2025Q3: 3,958 shares; 2025Q4: 3,089 shares; 2026Q1: 2,889 shares 2,889 $423K 0.02% -200 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: 5,458 shares; 2024Q4: 5,201 shares; 2025Q1: 4,535 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 6,155 shares 6,155 $416K 0.02% +1,767 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: 1,817 shares; 2024Q4: 2,217 shares; 2025Q1: 1,695 shares; 2025Q2: 1,995 shares; 2025Q3: 1,716 shares; 2025Q4: 1,707 shares; 2026Q1: 1,807 shares 1,807 $415K 0.02% +100 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 1,701 shares; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares 3,047 $412K 0.02% 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares 2,085 $409K 0.02% 0 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: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,708 shares; 2026Q1: 2,708 shares 2,708 $408K 0.02% 0 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: 3,981 shares; 2024Q4: 4,281 shares; 2025Q1: 4,081 shares; 2025Q2: 4,306 shares; 2025Q3: 4,100 shares; 2025Q4: 3,930 shares; 2026Q1: 3,930 shares 3,930 $407K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 2,668 shares; 2025Q1: 2,792 shares; 2025Q2: 2,767 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares; 2026Q1: 2,403 shares 2,403 $397K 0.02% -318 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $394K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 8,073 shares; 2025Q1: 4,192 shares; 2025Q2: 9,554 shares; 2025Q3: 9,586 shares; 2025Q4: 8,354 shares; 2026Q1: 8,354 shares 8,354 $393K 0.02% 0 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: 846 shares; 2024Q4: 1,322 shares; 2025Q1: 850 shares; 2025Q2: 1,458 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,326 shares 1,326 $388K 0.02% -9 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 7,670 shares; 2025Q1: 7,810 shares; 2025Q2: 7,670 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares; 2026Q1: 7,692 shares 7,692 $388K 0.02% +22 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 9,699 shares; 2025Q1: 10,540 shares; 2025Q2: 11,476 shares; 2025Q3: 11,339 shares; 2025Q4: 11,707 shares; 2026Q1: 13,065 shares 13,065 $385K 0.02% +1,358 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,015 shares; 2025Q1: 2,923 shares; 2025Q2: 3,095 shares; 2025Q3: 2,740 shares; 2025Q4: 2,751 shares; 2026Q1: 2,724 shares 2,724 $380K 0.02% -27 Timeline XVV 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: 9,401 shares; 2024Q4: 9,401 shares; 2025Q1: 9,244 shares; 2025Q2: 7,649 shares; 2025Q3: 7,649 shares; 2025Q4: 7,649 shares; 2026Q1: 7,649 shares 7,649 $376K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,296 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,839 shares; 2025Q4: 8,059 shares; 2026Q1: 9,643 shares 9,643 $370K 0.01% +1,584 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: 1,161 shares; 2024Q4: 1,393 shares; 2025Q1: 999 shares; 2025Q2: 1,370 shares; 2025Q3: 1,341 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $368K 0.01% 0 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: 6,431 shares; 2024Q4: 6,481 shares; 2025Q1: 6,708 shares; 2025Q2: 7,236 shares; 2025Q3: 7,169 shares; 2025Q4: 7,003 shares; 2026Q1: 6,531 shares 6,531 $368K 0.01% -472 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 14,546 shares; 2025Q1: 11,940 shares; 2025Q2: 6,922 shares; 2025Q3: 4,683 shares; 2025Q4: 4,008 shares; 2026Q1: 4,008 shares 4,008 $367K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,869 shares; 2025Q1: 2,689 shares; 2025Q2: 2,869 shares; 2025Q3: 2,869 shares; 2025Q4: 2,869 shares; 2026Q1: 2,869 shares 2,869 $363K 0.01% 0 Timeline NYF 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: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,335 shares; 2025Q2: 7,093 shares; 2025Q3: 7,093 shares; 2025Q4: 6,793 shares; 2026Q1: 6,793 shares 6,793 $361K 0.01% 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: 2,303 shares; 2024Q4: 2,927 shares; 2025Q1: 2,808 shares; 2025Q2: 3,017 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares 3,040 $361K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,622 shares; 2025Q1: 5,109 shares; 2025Q2: 6,442 shares; 2025Q3: 5,977 shares; 2025Q4: 5,827 shares; 2026Q1: 5,827 shares 5,827 $360K 0.01% 0 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 5,747 shares; 2025Q3: 5,747 shares; 2025Q4: 5,747 shares; 2026Q1: 5,747 shares 5,747 $360K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 2,828 shares; 2025Q1: 1,211 shares; 2025Q2: 2,580 shares; 2025Q3: 3,944 shares; 2025Q4: 4,536 shares; 2026Q1: 3,942 shares 3,942 $357K 0.01% -594 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,533 shares; 2025Q1: 4,533 shares; 2025Q2: 4,533 shares; 2025Q3: 4,744 shares; 2025Q4: 3,951 shares; 2026Q1: 3,819 shares 3,819 $355K 0.01% -132 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: 218,629 shares; 2024Q4: 114,985 shares; 2025Q1: 2,624 shares; 2025Q2: 4,323 shares; 2025Q3: 5,545 shares; 2025Q4: 5,545 shares; 2026Q1: 4,850 shares 4,850 $338K 0.01% -695 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: 3,681 shares; 2024Q4: 4,723 shares; 2025Q1: 4,050 shares; 2025Q2: 5,094 shares; 2025Q3: 5,214 shares; 2025Q4: 5,222 shares; 2026Q1: 5,125 shares 5,125 $338K 0.01% -97 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 8,060 shares; 2025Q1: 8,709 shares; 2025Q2: 8,094 shares; 2025Q3: 7,105 shares; 2025Q4: 7,105 shares; 2026Q1: 7,005 shares 7,005 $338K 0.01% -100 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $337K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 237 shares; 2025Q1: 56 shares; 2025Q2: 423 shares; 2025Q3: 3,363 shares; 2025Q4: 3,161 shares; 2026Q1: 2,960 shares 2,960 $335K 0.01% -201 Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,490 shares; 2024Q4: 24,178 shares; 2025Q1: 19,671 shares; 2025Q2: 27,648 shares; 2025Q3: 11,412 shares; 2025Q4: 26,584 shares; 2026Q1: 25,306 shares 25,306 $327K 0.01% -1,278 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: 8,265 shares; 2024Q4: 9,846 shares; 2025Q1: 9,818 shares; 2025Q2: 9,308 shares; 2025Q3: 7,321 shares; 2025Q4: 7,431 shares; 2026Q1: 6,685 shares 6,685 $326K 0.01% -746 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $325K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,173 shares; 2025Q1: not reported; 2025Q2: 6,511 shares; 2025Q3: 6,511 shares; 2025Q4: 6,834 shares; 2026Q1: 6,825 shares 6,825 $321K 0.01% -9 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,383 shares; 2025Q2: 3,359 shares; 2025Q3: 3,095 shares; 2025Q4: 3,502 shares; 2026Q1: 3,495 shares 3,495 $321K 0.01% -7 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 17,925 shares; 2025Q1: 11,535 shares; 2025Q2: 18,105 shares; 2025Q3: 18,109 shares; 2025Q4: 18,113 shares; 2026Q1: 18,117 shares 18,117 $312K 0.01% +4 Timeline FLRN 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: 96,811 shares; 2024Q4: 83,696 shares; 2025Q1: 16,986 shares; 2025Q2: 15,586 shares; 2025Q3: 14,291 shares; 2025Q4: 11,421 shares; 2026Q1: 10,116 shares 10,116 $311K 0.01% -1,305 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: 1,059 shares; 2024Q4: 4,197 shares; 2025Q1: 2,953 shares; 2025Q2: 3,945 shares; 2025Q3: 3,245 shares; 2025Q4: 3,245 shares; 2026Q1: 4,375 shares 4,375 $309K 0.01% +1,130 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: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,624 shares; 2025Q2: 1,749 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares 1,549 $308K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,735 shares; 2025Q1: 400 shares; 2025Q2: 6,764 shares; 2025Q3: 6,592 shares; 2025Q4: 6,794 shares; 2026Q1: 6,592 shares 6,592 $308K 0.01% -202 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,846 shares; 2026Q1: 4,846 shares 4,846 $303K 0.01% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,124 shares 8,124 $296K 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 3,066 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,934 shares 2,934 $292K 0.01% +11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 1,034 shares; 2025Q3: 1,031 shares; 2025Q4: 1,058 shares; 2026Q1: 1,084 shares 1,084 $288K 0.01% +26 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,624 shares; 2024Q4: 15,624 shares; 2025Q1: 15,624 shares; 2025Q2: 15,624 shares; 2025Q3: 15,624 shares; 2025Q4: 15,624 shares; 2026Q1: 15,624 shares 15,624 $285K 0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 5,000 shares 5,000 $285K 0.01% new 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: 2,866 shares; 2024Q4: 3,899 shares; 2025Q1: 2,999 shares; 2025Q2: 3,766 shares; 2025Q3: 3,366 shares; 2025Q4: 3,117 shares; 2026Q1: 3,117 shares 3,117 $282K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 15,147 shares; 2025Q1: 14,210 shares; 2025Q2: 12,615 shares; 2025Q3: 12,950 shares; 2025Q4: 9,449 shares; 2026Q1: 9,149 shares 9,149 $281K 0.01% -300 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: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,086 shares; 2025Q2: 1,347 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,347 shares 1,347 $279K 0.01% -14 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 2,520 shares; 2025Q1: 2,604 shares; 2025Q2: 2,298 shares; 2025Q3: 2,345 shares; 2025Q4: 2,356 shares; 2026Q1: 2,173 shares 2,173 $275K 0.01% -183 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,871 shares; 2025Q1: 1,945 shares; 2025Q2: 1,594 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,785 shares 1,785 $270K 0.01% +169 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 752 shares; 2025Q1: 1,485 shares; 2025Q2: 1,547 shares; 2025Q3: 1,439 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares 1,558 $270K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 5,418 shares; 2025Q2: 6,536 shares; 2025Q3: 6,461 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares 4,964 $261K 0.01% 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: 5,178 shares; 2024Q4: 5,178 shares; 2025Q1: 5,657 shares; 2025Q2: 5,015 shares; 2025Q3: 4,977 shares; 2025Q4: 5,289 shares; 2026Q1: 4,985 shares 4,985 $259K 0.01% -304 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: 179 shares; 2024Q4: 677 shares; 2025Q1: 977 shares; 2025Q2: 3,372 shares; 2025Q3: 3,244 shares; 2025Q4: 3,177 shares; 2026Q1: 3,120 shares 3,120 $247K 0.01% -57 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: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $245K 0.01% 0 Timeline IVE 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: 479 shares; 2024Q4: 523 shares; 2025Q1: 455 shares; 2025Q2: 568 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,130 shares 1,130 $239K 0.01% -728 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,450 shares; 2026Q1: 4,038 shares 4,038 $230K 0.01% +2,588 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 3,212 shares; 2025Q1: 2,563 shares; 2025Q2: 3,332 shares; 2025Q3: 3,346 shares; 2025Q4: 3,335 shares; 2026Q1: 3,219 shares 3,219 $229K 0.01% -116 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,985 shares 1,985 $229K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,308 shares; 2025Q1: 4,224 shares; 2025Q2: 4,161 shares; 2025Q3: 4,406 shares; 2025Q4: 4,156 shares; 2026Q1: 4,059 shares 4,059 $226K 0.01% -97 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: 485 shares; 2024Q4: 1,345 shares; 2025Q1: 551 shares; 2025Q2: 1,386 shares; 2025Q3: 541 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $226K 0.01% 0 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: 2,873 shares; 2024Q4: 2,873 shares; 2025Q1: 2,729 shares; 2025Q2: 3,019 shares; 2025Q3: 2,986 shares; 2025Q4: 3,044 shares; 2026Q1: 2,921 shares 2,921 $225K 0.01% -123 Timeline FDRR 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: 3,713 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares; 2025Q4: 3,713 shares; 2026Q1: 3,713 shares 3,713 $218K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $218K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,296 shares; 2025Q1: 5,122 shares; 2025Q2: 5,338 shares; 2025Q3: 5,233 shares; 2025Q4: 4,733 shares; 2026Q1: 4,733 shares 4,733 $217K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,592 shares; 2026Q1: 3,603 shares 3,603 $213K 0.01% +11 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 291 shares 291 $212K 0.01% +39 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: 744 shares; 2024Q4: 1,194 shares; 2025Q1: 774 shares; 2025Q2: 2,254 shares; 2025Q3: 1,874 shares; 2025Q4: 1,823 shares; 2026Q1: 1,849 shares 1,849 $209K 0.01% +26 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 725 shares; 2025Q1: 1,057 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,196 shares; 2026Q1: 994 shares 994 $208K 0.01% -202 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,481 shares; 2024Q4: 4,169 shares; 2025Q1: 4,085 shares; 2025Q2: 3,966 shares; 2025Q3: 3,710 shares; 2025Q4: 3,625 shares; 2026Q1: 3,568 shares 3,568 $203K 0.01% -57 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: 1,355 shares; 2024Q4: 1,705 shares; 2025Q1: 1,482 shares; 2025Q2: 1,580 shares; 2025Q3: 1,746 shares; 2025Q4: 1,731 shares; 2026Q1: 1,096 shares 1,096 $200K 0.01% -635 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: 1,185 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $198K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $189K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,930 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares 1,993 $184K 0.01% 0 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: 2,612 shares; 2024Q4: 2,862 shares; 2025Q1: 4,169 shares; 2025Q2: 3,688 shares; 2025Q3: 3,681 shares; 2025Q4: 4,081 shares; 2026Q1: 3,190 shares 3,190 $184K 0.01% -891 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: 577 shares; 2024Q4: 608 shares; 2025Q1: 244 shares; 2025Q2: 597 shares; 2025Q3: 575 shares; 2025Q4: 561 shares; 2026Q1: 653 shares 653 $182K 0.01% +92 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 719 shares; 2025Q3: 771 shares; 2025Q4: 990 shares; 2026Q1: 979 shares 979 $180K 0.01% -11 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 326 shares; 2025Q1: 357 shares; 2025Q2: 350 shares; 2025Q3: 340 shares; 2025Q4: 338 shares; 2026Q1: 403 shares 403 $171K 0.01% +65 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 1,508 shares; 2025Q3: 1,767 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares 1,746 $171K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 4,547 shares; 2025Q1: 1,638 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 4,939 shares 4,939 $170K 0.01% +1,064 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: 1,216 shares; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $170K 0.01% 0 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: 88 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 302 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 492 shares 492 $169K 0.01% +85 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 2,213 shares; 2025Q1: 485 shares; 2025Q2: 2,223 shares; 2025Q3: 2,227 shares; 2025Q4: 2,231 shares; 2026Q1: 2,235 shares 2,235 $168K 0.01% +4 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares 3,475 $165K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 798 shares; 2025Q1: 687 shares; 2025Q2: 732 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $164K 0.01% 0 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: 2,153 shares; 2024Q4: 3,027 shares; 2025Q1: 1,480 shares; 2025Q2: 2,993 shares; 2025Q3: 2,108 shares; 2025Q4: 2,321 shares; 2026Q1: 2,069 shares 2,069 $164K 0.01% -252 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: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,124 shares 1,124 $164K 0.01% -25 Timeline IEI 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: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,752 shares; 2026Q1: 1,374 shares 1,374 $163K 0.01% -378 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: 280 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 1,573 shares; 2026Q1: 1,636 shares 1,636 $162K 0.01% +63 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,985 shares; 2025Q1: 4,767 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 5,375 shares; 2026Q1: 5,375 shares 5,375 $161K 0.01% 0 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: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares 2,290 $161K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 481 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $160K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $160K 0.01% 0 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: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,559 shares 1,559 $154K 0.01% +49 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $153K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $148K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $147K 0.01% 0 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 269 shares; 2026Q1: 337 shares 337 $147K 0.01% +68 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $146K 0.01% 0 Timeline PHO 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: 2,185 shares; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares 2,185 $146K 0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE 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: 5,340 shares 5,340 $141K 0.01% new 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: 1,551 shares; 2024Q4: 2,505 shares; 2025Q1: 1,953 shares; 2025Q2: 2,038 shares; 2025Q3: 1,588 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares 1,431 $141K 0.01% 0 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: 2,040 shares; 2024Q4: 3,640 shares; 2025Q1: 2,431 shares; 2025Q2: 1,931 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares 1,972 $141K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,301 shares; 2025Q4: 2,143 shares; 2026Q1: 2,043 shares 2,043 $139K 0.01% -100 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,411 shares; 2026Q1: 1,444 shares 1,444 $138K 0.01% +33 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares 1,275 $136K 0.01% 0 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: 754 shares; 2024Q4: 754 shares; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $135K 0.01% 0 Timeline BILS 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: 48,811 shares; 2024Q4: 47,717 shares; 2025Q1: 1,584 shares; 2025Q2: 1,494 shares; 2025Q3: 1,342 shares; 2025Q4: 1,629 shares; 2026Q1: 1,336 shares 1,336 $133K 0.01% -293 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $131K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $130K 0.01% 0 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: 585 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $128K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,763 shares; 2025Q1: 1,411 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $127K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 543 shares; 2025Q1: 892 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 947 shares; 2026Q1: 947 shares 947 $124K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 456 shares; 2025Q1: 401 shares; 2025Q2: 467 shares; 2025Q3: 389 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $124K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,555 shares; 2025Q1: 2,275 shares; 2025Q2: 2,555 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares 2,530 $123K <0.01% 0 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: 1,060 shares; 2024Q4: 1,600 shares; 2025Q1: 1,060 shares; 2025Q2: 1,600 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,060 shares 1,060 $123K <0.01% -50 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 6 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 341 shares 341 $122K <0.01% +79 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: 0 shares; 2024Q4: 127 shares; 2025Q1: 858 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 858 shares 858 $122K <0.01% 0 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,158 shares; 2025Q3: 1,048 shares; 2025Q4: 1,012 shares; 2026Q1: 1,291 shares 1,291 $120K <0.01% +279 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: 949 shares; 2024Q4: 2,199 shares; 2025Q1: 2,253 shares; 2025Q2: 1,874 shares; 2025Q3: 1,674 shares; 2025Q4: 1,549 shares; 2026Q1: 1,287 shares 1,287 $119K <0.01% -262 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares 1,545 $117K <0.01% 0 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: 555 shares; 2024Q4: 16,600 shares; 2025Q1: 15,812 shares; 2025Q2: 15,591 shares; 2025Q3: 14,782 shares; 2025Q4: 1,688 shares; 2026Q1: 593 shares 593 $114K <0.01% -1,095 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: 428 shares; 2024Q4: 407 shares; 2025Q1: 502 shares; 2025Q2: 895 shares; 2025Q3: 779 shares; 2025Q4: 694 shares; 2026Q1: 656 shares 656 $113K <0.01% -38 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 567 shares; 2025Q2: 549 shares; 2025Q3: 557 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $112K <0.01% 0 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: 1,946 shares; 2026Q1: 1,946 shares 1,946 $111K <0.01% 0 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: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $107K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,467 shares; 2025Q1: 83 shares; 2025Q2: 4,001 shares; 2025Q3: 3,777 shares; 2025Q4: 3,558 shares; 2026Q1: 3,860 shares 3,860 $106K <0.01% +302 Timeline REET 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: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares 4,209 $106K <0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares 2,255 $105K <0.01% 0 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: 213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 773 shares 773 $105K <0.01% +10 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 210 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $105K <0.01% 0 Timeline GOVI 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: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares 3,844 $105K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 311 shares; 2025Q3: 287 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $105K <0.01% 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 514 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 466 shares; 2026Q1: 665 shares 665 $105K <0.01% +199 Timeline SH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $104K <0.01% 0 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: 1,638 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares 1,595 $104K <0.01% 0 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: 26 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $101K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 424 shares; 2025Q2: 477 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 477 shares 477 $100K <0.01% -35 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 179 shares; 2025Q1: 183 shares; 2025Q2: 473 shares; 2025Q3: 432 shares; 2025Q4: 179 shares; 2026Q1: 177 shares 177 $99.5K <0.01% -2 Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $99.4K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $96.5K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 229 shares; 2025Q4: 239 shares; 2026Q1: 242 shares 242 $95.9K <0.01% +3 Timeline OGE OGE ENERGY CORP More: the full row for OGE 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $95.9K <0.01% 0 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: 310 shares; 2024Q4: 323 shares; 2025Q1: 310 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $95.1K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,145 shares; 2025Q1: 945 shares; 2025Q2: 1,132 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $93.9K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $93.7K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 1,277 shares 1,277 $93.3K <0.01% +667 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $93.2K <0.01% 0 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: 860 shares; 2024Q4: 1,560 shares; 2025Q1: 764 shares; 2025Q2: 2,149 shares; 2025Q3: 1,487 shares; 2025Q4: 1,629 shares; 2026Q1: 1,687 shares 1,687 $91.3K <0.01% +58 Timeline VPU 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $91.1K <0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 969 shares 969 $91K <0.01% -63 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 273 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $89.4K <0.01% 0 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $88.5K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 813 shares; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 3,276 shares; 2025Q4: 3,011 shares; 2026Q1: 3,012 shares 3,012 $87.8K <0.01% +1 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 876 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $87.4K <0.01% 0 Timeline CWB 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: 92,130 shares; 2024Q4: 91,192 shares; 2025Q1: 1,234 shares; 2025Q2: 2,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,109 shares; 2026Q1: 943 shares 943 $86.3K <0.01% -166 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $85.9K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 475 shares; 2026Q1: 1,670 shares 1,670 $84.5K <0.01% +1,195 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 372 shares 372 $83.5K <0.01% -120 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS 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: 3,500 shares; 2026Q1: 3,500 shares 3,500 $83.4K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $82.7K <0.01% 0 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: 1,763 shares; 2024Q4: 1,879 shares; 2025Q1: 2,351 shares; 2025Q2: 1,299 shares; 2025Q3: 1,224 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $82.7K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 409 shares; 2025Q1: 374 shares; 2025Q2: 409 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 498 shares 498 $80.5K <0.01% +88 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 73 shares; 2025Q2: 86 shares; 2025Q3: 118 shares; 2025Q4: 158 shares; 2026Q1: 173 shares 173 $79.8K <0.01% +15 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 3,533 shares; 2025Q3: 3,739 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $79.5K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 2,440 shares; 2025Q1: 646 shares; 2025Q2: 2,322 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares; 2026Q1: 1,622 shares 1,622 $79.5K <0.01% 0 Timeline CMBS 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: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 1,560 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares 1,613 $78.6K <0.01% 0 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 1,526 shares; 2025Q2: 862 shares; 2025Q3: 1,262 shares; 2025Q4: 1,043 shares; 2026Q1: 943 shares 943 $77.9K <0.01% -100 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $77.8K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $77.5K <0.01% 0 Timeline SUSC 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: 8,478 shares; 2025Q1: 8,478 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $77.4K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $76.9K <0.01% 0 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 191 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $76.9K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $76.1K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $76K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 3,534 shares; 2025Q3: 2,689 shares; 2025Q4: 2,342 shares; 2026Q1: 678 shares 678 $75.2K <0.01% -1,664 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 3,619 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $74.8K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $74.4K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,103 shares; 2026Q1: 749 shares 749 $73.9K <0.01% -64,354 Timeline VOT 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 284 shares 284 $73.1K <0.01% -5 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $73.1K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,161 shares; 2026Q1: 2,161 shares 2,161 $73K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 207 shares; 2025Q1: 159 shares; 2025Q2: 207 shares; 2025Q3: 220 shares; 2025Q4: 201 shares; 2026Q1: 292 shares 292 $73K <0.01% +91 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $71.7K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 845 shares; 2025Q1: 276 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $70.7K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $70.3K <0.01% new 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: not reported; 2024Q4: 11,202 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 59,858 shares; 2026Q1: 1,310 shares 1,310 $69.9K <0.01% -58,548 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: 3,614 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 3,614 shares; 2025Q4: 3,614 shares; 2026Q1: 3,614 shares 3,614 $69.8K <0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $69.3K <0.01% 0 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: 564 shares; 2024Q4: 529 shares; 2025Q1: 787 shares; 2025Q2: 953 shares; 2025Q3: 939 shares; 2025Q4: 947 shares; 2026Q1: 939 shares 939 $68.3K <0.01% -8 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,855 shares; 2025Q2: 375 shares; 2025Q3: 605 shares; 2025Q4: 500 shares; 2026Q1: 1,235 shares 1,235 $68.1K <0.01% +735 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 879 shares 879 $66.9K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $66.5K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 161 shares; 2026Q1: 148 shares 148 $66.1K <0.01% -13 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $65.5K <0.01% 0 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: not reported; 2025Q1: 201 shares; 2025Q2: 180 shares; 2025Q3: 166 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $64.5K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 1,694 shares; 2025Q1: 2,735 shares; 2025Q2: 1,114 shares; 2025Q3: 964 shares; 2025Q4: 1,818 shares; 2026Q1: 1,289 shares 1,289 $63.6K <0.01% -529 Timeline MOO 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $63.4K <0.01% 0 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $62.9K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,419 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares 3,615 $61.9K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,281 shares 1,281 $61.8K <0.01% +281 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: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $61.3K <0.01% 0 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: not reported; 2025Q1: 300 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $59.4K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares 1,212 $58.7K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 789 shares; 2025Q1: 524 shares; 2025Q2: 1,704 shares; 2025Q3: 1,144 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares 1,064 $58.7K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $58.6K <0.01% 0 Timeline IYY 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: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $57.7K <0.01% 0 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $56.9K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $56.8K <0.01% 0 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares 2,242 $56.7K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $56.6K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $56.2K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 215 shares; 2025Q2: 720 shares; 2025Q3: 673 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $55.6K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $55.3K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 907 shares 907 $54.8K <0.01% 0 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 167 shares 167 $53.9K <0.01% +110 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309 $53.3K <0.01% 0 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $53.3K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 767 shares; 2025Q3: 2,404 shares; 2025Q4: 767 shares; 2026Q1: 767 shares 767 $53.2K <0.01% 0 Timeline AOCT 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: 1,977 shares; 2026Q1: 1,977 shares 1,977 $52.3K <0.01% 0 Timeline AGZ 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $52.1K <0.01% 0 Timeline SPAB 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: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,053 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares 2,028 $52K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $51.9K <0.01% 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: 2 shares; 2024Q4: 19 shares; 2025Q1: 100 shares; 2025Q2: 144 shares; 2025Q3: 138 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $51.5K <0.01% 0 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: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $50.6K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725 $49.5K <0.01% new Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $49.2K <0.01% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 2,982 shares; 2025Q1: 0 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $48.8K <0.01% 0 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 55 shares; 2025Q4: 61 shares; 2026Q1: 71 shares 71 $48.4K <0.01% +10 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $48.4K <0.01% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 645 shares 645 $48.2K <0.01% -105 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 861 shares; 2025Q1: 447 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 729 shares 729 $47.6K <0.01% -96 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares 1,917 $47.5K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 739 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares 739 $47.3K <0.01% 0 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 32 shares; 2025Q2: 231 shares; 2025Q3: 225 shares; 2025Q4: 187 shares; 2026Q1: 32 shares 32 $47.1K <0.01% -155 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 374 shares 374 $46.7K <0.01% +197 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 1,940 shares; 2026Q1: 329 shares 329 $46.4K <0.01% -1,611 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $45.5K <0.01% 0 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: 388 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $45.3K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares 1,012 $45.3K <0.01% 0 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: 694 shares; 2024Q4: 1,388 shares; 2025Q1: 3,385 shares; 2025Q2: 1,388 shares; 2025Q3: 1,738 shares; 2025Q4: 1,943 shares; 2026Q1: 1,813 shares 1,813 $44.9K <0.01% -130 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 112 shares; 2025Q2: 626 shares; 2025Q3: 627 shares; 2025Q4: 112 shares; 2026Q1: 187 shares 187 $44.8K <0.01% +75 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,500 shares; 2024Q4: 87,500 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $44.5K <0.01% new Timeline ILCV 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: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $44.5K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 230 shares 230 $44.1K <0.01% +26 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $43.9K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $43.6K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $43.2K <0.01% 0 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: 447 shares; 2024Q4: 697 shares; 2025Q1: 447 shares; 2025Q2: 697 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $43.1K <0.01% 0 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,300 shares; 2025Q3: 9,633 shares; 2025Q4: 9,633 shares; 2026Q1: 9,633 shares 9,633 $43.1K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 358 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $42.9K <0.01% 0 Timeline IXUS 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: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $42.5K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 851 shares; 2025Q1: 667 shares; 2025Q2: 638 shares; 2025Q3: 668 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $41.6K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 676 shares; 2025Q3: 1,026 shares; 2025Q4: 1,102 shares; 2026Q1: 907 shares 907 $41K <0.01% -195 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,828 shares 1,828 $40.8K <0.01% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $40.3K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $40.3K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares 1,060 $39.2K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 569 shares; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 534 shares 534 $38.8K <0.01% +25 Timeline VSS 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $38.6K <0.01% 0 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: 162 shares; 2024Q4: 421 shares; 2025Q1: 254 shares; 2025Q2: 367 shares; 2025Q3: 273 shares; 2025Q4: 267 shares; 2026Q1: 214 shares 214 $38.5K <0.01% -53 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 208 shares 208 $38.4K <0.01% +8 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $38.3K <0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $38.2K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 849 shares 849 $37.7K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 325 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $37.1K <0.01% 0 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090 $36.4K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 21 shares 21 $36.3K <0.01% +20 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares 1,077 $36K <0.01% new Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 900 shares 900 $35.8K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 150 shares; 2026Q1: 302 shares 302 $35.7K <0.01% +152 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 335 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $35.4K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $35.3K <0.01% 0 Timeline