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: 937,223 shares; 2024Q4: 950,863 shares; 2025Q1: 1,042,544 shares; 2025Q2: 1,120,508 shares; 2025Q3: 1,216,673 shares; 2025Q4: 1,205,345 shares; 2026Q1: 1,200,704 shares 1,200,704 $92.6M 10.81% -4,641 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: 147,603 shares; 2024Q4: 145,617 shares; 2025Q1: 137,690 shares; 2025Q2: 137,606 shares; 2025Q3: 133,449 shares; 2025Q4: 132,873 shares; 2026Q1: 130,958 shares 130,958 $85.2M 9.94% -1,915 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: 227,011 shares; 2024Q4: 236,642 shares; 2025Q1: 232,755 shares; 2025Q2: 232,487 shares; 2025Q3: 235,974 shares; 2025Q4: 236,631 shares; 2026Q1: 241,786 shares 241,786 $77.6M 9.06% +5,155 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: 573,160 shares; 2024Q4: 570,292 shares; 2025Q1: 559,356 shares; 2025Q2: 561,043 shares; 2025Q3: 546,383 shares; 2025Q4: 561,897 shares; 2026Q1: 549,283 shares 549,283 $68.3M 7.97% -12,614 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,109 shares; 2024Q4: 756,517 shares; 2025Q1: 747,867 shares; 2025Q2: 752,025 shares; 2025Q3: 752,178 shares; 2025Q4: 733,279 shares; 2026Q1: 724,403 shares 724,403 $54.4M 6.35% -8,876 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: 49,204 shares; 2024Q4: 50,372 shares; 2025Q1: 58,959 shares; 2025Q2: 64,178 shares; 2025Q3: 69,240 shares; 2025Q4: 67,345 shares; 2026Q1: 66,023 shares 66,023 $39.5M 4.61% -1,322 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: 139,103 shares; 2024Q4: 137,738 shares; 2025Q1: 106,199 shares; 2025Q2: 104,677 shares; 2025Q3: 96,857 shares; 2025Q4: 96,475 shares; 2026Q1: 95,825 shares 95,825 $34.2M 3.99% -650 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,645 shares; 2024Q4: 1,067,566 shares; 2025Q1: 1,052,991 shares; 2025Q2: 1,297,295 shares; 2025Q3: 1,297,295 shares; 2025Q4: 1,297,295 shares; 2026Q1: 1,324,361 shares 1,324,361 $34M 3.96% +27,066 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: 501,532 shares; 2024Q4: 501,600 shares; 2025Q1: 490,220 shares; 2025Q2: 466,124 shares; 2025Q3: 466,447 shares; 2025Q4: 513,626 shares; 2026Q1: 505,137 shares 505,137 $32.4M 3.78% -8,489 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,513 shares; 2024Q4: 122,212 shares; 2025Q1: 136,524 shares; 2025Q2: 145,219 shares; 2025Q3: 132,869 shares; 2025Q4: 140,983 shares; 2026Q1: 140,924 shares 140,924 $19.5M 2.28% -59 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,309 shares; 2024Q4: 41,196 shares; 2025Q1: 54,253 shares; 2025Q2: 59,787 shares; 2025Q3: 65,271 shares; 2025Q4: 65,223 shares; 2026Q1: 64,112 shares 64,112 $19.2M 2.24% -1,111 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: 159,475 shares; 2024Q4: 159,475 shares; 2025Q1: 134,838 shares; 2025Q2: 134,838 shares; 2025Q3: 134,838 shares; 2025Q4: 209,838 shares; 2026Q1: 209,682 shares 209,682 $14.2M 1.65% -156 Timeline SCHA 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: 155,790 shares; 2024Q4: 331,189 shares; 2025Q1: 378,580 shares; 2025Q2: 480,606 shares; 2025Q3: 497,824 shares; 2025Q4: 493,923 shares; 2026Q1: 473,953 shares 473,953 $13.8M 1.61% -19,970 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: 50,141 shares; 2024Q4: 49,921 shares; 2025Q1: 49,257 shares; 2025Q2: 48,891 shares; 2025Q3: 50,155 shares; 2025Q4: 49,927 shares; 2026Q1: 49,347 shares 49,347 $12.9M 1.51% -580 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: 109,152 shares; 2024Q4: 109,405 shares; 2025Q1: 108,505 shares; 2025Q2: 108,823 shares; 2025Q3: 108,823 shares; 2025Q4: 125,157 shares; 2026Q1: 125,157 shares 125,157 $12.2M 1.42% 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: 214,419 shares; 2024Q4: 212,128 shares; 2025Q1: 187,228 shares; 2025Q2: 184,792 shares; 2025Q3: 184,914 shares; 2025Q4: 197,747 shares; 2026Q1: 195,009 shares 195,009 $10.5M 1.23% -2,738 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: 47,607 shares; 2024Q4: 46,917 shares; 2025Q1: 46,713 shares; 2025Q2: 50,729 shares; 2025Q3: 46,587 shares; 2025Q4: 46,169 shares; 2026Q1: 45,076 shares 45,076 $8.84M 1.03% -1,093 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: 20,670 shares; 2024Q4: 20,670 shares; 2025Q1: 20,451 shares; 2025Q2: 20,451 shares; 2025Q3: 19,637 shares; 2025Q4: 19,637 shares; 2026Q1: 20,082 shares 20,082 $8.56M 1% +445 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: 18,762 shares; 2024Q4: 18,762 shares; 2025Q1: 18,522 shares; 2025Q2: 20,134 shares; 2025Q3: 17,389 shares; 2025Q4: 16,440 shares; 2026Q1: 19,400 shares 19,400 $8.47M 0.99% +2,960 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: 22,908 shares; 2024Q4: 22,551 shares; 2025Q1: 21,946 shares; 2025Q2: 21,948 shares; 2025Q3: 21,951 shares; 2025Q4: 21,875 shares; 2026Q1: 21,771 shares 21,771 $8.07M 0.94% -104 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: 37,865 shares; 2024Q4: 37,814 shares; 2025Q1: 34,466 shares; 2025Q2: 34,340 shares; 2025Q3: 28,756 shares; 2025Q4: 28,759 shares; 2026Q1: 31,465 shares 31,465 $7.8M 0.91% +2,706 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,000 shares; 2024Q4: 220,000 shares; 2025Q1: 220,000 shares; 2025Q2: 226,568 shares; 2025Q3: 231,273 shares; 2025Q4: 231,273 shares; 2026Q1: 231,273 shares 231,273 $7.62M 0.89% 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: 111,211 shares; 2024Q4: 114,833 shares; 2025Q1: 86,833 shares; 2025Q2: 86,869 shares; 2025Q3: 85,929 shares; 2025Q4: 85,924 shares; 2026Q1: 84,316 shares 84,316 $7.31M 0.85% -1,608 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: 35,533 shares; 2024Q4: 35,533 shares; 2025Q1: 37,262 shares; 2025Q2: 37,262 shares; 2025Q3: 37,262 shares; 2025Q4: 45,051 shares; 2026Q1: 42,724 shares 42,724 $7.25M 0.85% -2,327 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: 19,040 shares; 2024Q4: 19,040 shares; 2025Q1: 20,051 shares; 2025Q2: 20,051 shares; 2025Q3: 19,717 shares; 2025Q4: 19,717 shares; 2026Q1: 20,899 shares 20,899 $6.15M 0.72% +1,182 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,792 shares; 2024Q4: 55,278 shares; 2025Q1: 43,463 shares; 2025Q2: 61,996 shares; 2025Q3: 62,813 shares; 2025Q4: 62,240 shares; 2026Q1: 59,205 shares 59,205 $5.93M 0.69% -3,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,452 shares; 2026Q1: 82,452 shares 82,452 $5.92M 0.69% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,843 shares; 2024Q4: 98,328 shares; 2025Q1: 88,800 shares; 2025Q2: 88,246 shares; 2025Q3: 67,169 shares; 2025Q4: 67,161 shares; 2026Q1: 66,268 shares 66,268 $4.54M 0.53% -893 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: not reported; 2024Q4: not reported; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 24,352 shares; 2026Q1: 23,874 shares 23,874 $4.16M 0.49% -478 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: 19,018 shares; 2024Q4: 19,018 shares; 2025Q1: 18,368 shares; 2025Q2: 18,368 shares; 2025Q3: 18,368 shares; 2025Q4: 18,368 shares; 2026Q1: 19,418 shares 19,418 $4.15M 0.48% +1,050 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,937 shares; 2024Q4: 79,937 shares; 2025Q1: 79,937 shares; 2025Q2: 83,403 shares; 2025Q3: 86,541 shares; 2025Q4: 86,541 shares; 2026Q1: 86,541 shares 86,541 $4.04M 0.47% 0 Timeline SCHM 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: 25,194 shares; 2024Q4: 75,582 shares; 2025Q1: 110,920 shares; 2025Q2: 122,680 shares; 2025Q3: 134,829 shares; 2025Q4: 129,829 shares; 2026Q1: 122,547 shares 122,547 $3.79M 0.44% -7,282 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: 33,500 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 33,500 shares 33,500 $3.79M 0.44% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 11,311 shares; 2025Q1: 12,084 shares; 2025Q2: 16,584 shares; 2025Q3: 16,584 shares; 2025Q4: 16,584 shares; 2026Q1: 15,093 shares 15,093 $3.66M 0.43% -1,491 Timeline BIV 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: 43,134 shares; 2024Q4: 43,137 shares; 2025Q1: 43,119 shares; 2025Q2: 42,920 shares; 2025Q3: 42,920 shares; 2025Q4: 42,920 shares; 2026Q1: 47,363 shares 47,363 $3.66M 0.43% +4,443 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: 11,467 shares; 2024Q4: 11,467 shares; 2025Q1: 11,467 shares; 2025Q2: 11,467 shares; 2025Q3: 11,467 shares; 2025Q4: 11,467 shares; 2026Q1: 11,467 shares 11,467 $3.6M 0.42% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.42% 0 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: 30,817 shares; 2024Q4: 30,553 shares; 2025Q1: 30,553 shares; 2025Q2: 25,037 shares; 2025Q3: 25,037 shares; 2025Q4: 24,171 shares; 2026Q1: 23,478 shares 23,478 $3.42M 0.4% -693 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: 27,514 shares; 2024Q4: 24,285 shares; 2025Q1: 23,989 shares; 2025Q2: 24,015 shares; 2025Q3: 24,015 shares; 2025Q4: 24,045 shares; 2026Q1: 24,045 shares 24,045 $3.33M 0.39% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,866 shares; 2026Q1: 76,866 shares 76,866 $3.11M 0.36% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,380 shares; 2024Q4: 9,380 shares; 2025Q1: 9,380 shares; 2025Q2: 9,380 shares; 2025Q3: 9,380 shares; 2025Q4: 9,380 shares; 2026Q1: 9,380 shares 9,380 $2.98M 0.35% 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: 14,822 shares; 2024Q4: 14,822 shares; 2025Q1: 14,822 shares; 2025Q2: 14,822 shares; 2025Q3: 14,413 shares; 2025Q4: 14,413 shares; 2026Q1: 14,413 shares 14,413 $2.86M 0.33% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 11,590 shares; 2025Q1: 11,590 shares; 2025Q2: 11,590 shares; 2025Q3: 11,590 shares; 2025Q4: 11,590 shares; 2026Q1: 11,590 shares 11,590 $2.74M 0.32% 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: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares 16,500 $2.73M 0.32% 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: 49,283 shares; 2024Q4: 100,760 shares; 2025Q1: 100,760 shares; 2025Q2: 101,416 shares; 2025Q3: 101,416 shares; 2025Q4: 104,310 shares; 2026Q1: 104,310 shares 104,310 $2.58M 0.3% 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: 27,070 shares; 2024Q4: 27,070 shares; 2025Q1: 18,295 shares; 2025Q2: 18,295 shares; 2025Q3: 18,295 shares; 2025Q4: 27,815 shares; 2026Q1: 27,815 shares 27,815 $2.52M 0.29% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,687 shares; 2026Q1: 33,687 shares 33,687 $2.45M 0.29% 0 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: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 8,174 shares; 2026Q1: 7,903 shares 7,903 $2.39M 0.28% -271 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 35,636 shares; 2025Q1: 35,639 shares; 2025Q2: 20,020 shares; 2025Q3: 20,024 shares; 2025Q4: 20,028 shares; 2026Q1: 19,942 shares 19,942 $2.36M 0.28% -86 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 18,411 shares; 2025Q2: 18,411 shares; 2025Q3: 18,411 shares; 2025Q4: 18,411 shares; 2026Q1: 18,411 shares 18,411 $2.29M 0.27% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 11,465 shares; 2025Q1: 8,533 shares; 2025Q2: 6,133 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,878 shares 7,878 $2.26M 0.26% +603 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: 29,707 shares; 2024Q4: 29,707 shares; 2025Q1: 33,158 shares; 2025Q2: 33,158 shares; 2025Q3: 33,158 shares; 2025Q4: 33,158 shares; 2026Q1: 33,158 shares 33,158 $2.01M 0.23% 0 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: 13,788 shares; 2024Q4: 13,788 shares; 2025Q1: 15,488 shares; 2025Q2: 15,488 shares; 2025Q3: 15,488 shares; 2025Q4: 15,488 shares; 2026Q1: 16,457 shares 16,457 $1.98M 0.23% +969 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: 7,996 shares; 2024Q4: 7,996 shares; 2025Q1: 10,149 shares; 2025Q2: 10,149 shares; 2025Q3: 10,149 shares; 2025Q4: 10,149 shares; 2026Q1: 10,149 shares 10,149 $1.96M 0.23% 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: 24,395 shares; 2024Q4: 24,395 shares; 2025Q1: 4,775 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 9,972 shares; 2026Q1: 9,972 shares 9,972 $1.91M 0.22% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,720 shares; 2025Q2: 10,720 shares; 2025Q3: 10,720 shares; 2025Q4: 10,720 shares; 2026Q1: 10,720 shares 10,720 $1.85M 0.22% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,640 shares; 2026Q1: 18,926 shares 18,926 $1.82M 0.21% +5,286 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 8,278 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares; 2025Q4: 8,278 shares; 2026Q1: 8,278 shares 8,278 $1.8M 0.21% 0 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: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 19,298 shares; 2025Q2: 19,298 shares; 2025Q3: 19,298 shares; 2025Q4: 19,298 shares; 2026Q1: 19,298 shares 19,298 $1.79M 0.21% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares 1,843 $1.77M 0.21% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares; 2026Q1: 1,274 shares 1,274 $1.68M 0.2% -446 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: 14,399 shares; 2024Q4: 14,399 shares; 2025Q1: 17,925 shares; 2025Q2: 17,925 shares; 2025Q3: 17,925 shares; 2025Q4: 17,925 shares; 2026Q1: 21,675 shares 21,675 $1.68M 0.2% +3,750 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 16,300 shares; 2026Q1: 16,300 shares 16,300 $1.66M 0.19% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,660 shares; 2026Q1: 16,660 shares 16,660 $1.62M 0.19% 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: 15,710 shares; 2024Q4: 15,710 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,485 shares; 2026Q1: 8,485 shares 8,485 $1.61M 0.19% 0 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: 687 shares; 2024Q4: 586 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 2,214 shares; 2026Q1: 1,703 shares 1,703 $1.57M 0.18% -511 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: 43,053 shares; 2024Q4: 43,053 shares; 2025Q1: 17,133 shares; 2025Q2: 17,133 shares; 2025Q3: 17,133 shares; 2025Q4: 17,133 shares; 2026Q1: 17,485 shares 17,485 $1.55M 0.18% +352 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,290 shares; 2025Q3: 12,290 shares; 2025Q4: 12,290 shares; 2026Q1: 12,290 shares 12,290 $1.53M 0.18% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,471 shares; 2026Q1: 53,894 shares 53,894 $1.51M 0.18% +423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,309 shares; 2026Q1: 4,673 shares 4,673 $1.45M 0.17% +364 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: not reported; 2024Q4: not reported; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 1,573 shares; 2026Q1: 1,952 shares 1,952 $1.38M 0.16% +379 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 4,632 shares; 2025Q2: 4,632 shares; 2025Q3: 4,632 shares; 2025Q4: 4,632 shares; 2026Q1: 5,112 shares 5,112 $1.24M 0.14% +480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares 3,084 $1.22M 0.14% 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: 21,520 shares; 2024Q4: 21,520 shares; 2025Q1: 21,520 shares; 2025Q2: 19,687 shares; 2025Q3: 19,687 shares; 2025Q4: 19,687 shares; 2026Q1: 20,994 shares 20,994 $1.19M 0.14% +1,307 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 2,757 shares 2,757 $1.17M 0.14% +1,233 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,058 shares; 2026Q1: 3,648 shares 3,648 $1.1M 0.13% -410 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,727 shares; 2025Q1: 4,727 shares; 2025Q2: 5,564 shares; 2025Q3: 5,564 shares; 2025Q4: 5,564 shares; 2026Q1: 4,959 shares 4,959 $1.08M 0.13% -605 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: 5,745 shares; 2024Q4: 5,745 shares; 2025Q1: 5,745 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 6,588 shares; 2026Q1: 5,835 shares 5,835 $1.08M 0.13% -753 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: 12,929 shares; 2024Q4: 12,929 shares; 2025Q1: 15,962 shares; 2025Q2: 15,962 shares; 2025Q3: 15,962 shares; 2025Q4: 15,962 shares; 2026Q1: 14,012 shares 14,012 $1.07M 0.12% -1,950 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares; 2026Q1: 1,961 shares 1,961 $1.06M 0.12% +397 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: 8,973 shares; 2024Q4: 8,973 shares; 2025Q1: 10,864 shares; 2025Q2: 10,864 shares; 2025Q3: 8,026 shares; 2025Q4: 8,026 shares; 2026Q1: 8,026 shares 8,026 $1.05M 0.12% 0 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: 7,956 shares; 2024Q4: 7,956 shares; 2025Q1: 9,679 shares; 2025Q2: 9,679 shares; 2025Q3: 9,679 shares; 2025Q4: 9,679 shares; 2026Q1: 9,679 shares 9,679 $994K 0.12% 0 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: 3,597 shares; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 4,289 shares; 2025Q3: 4,289 shares; 2025Q4: 4,289 shares; 2026Q1: 3,801 shares 3,801 $978K 0.11% -488 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 669 shares; 2026Q1: 840 shares 840 $974K 0.11% +171 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,221 shares; 2026Q1: 8,196 shares 8,196 $972K 0.11% +975 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $957K 0.11% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $940K 0.11% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 1,222 shares; 2026Q1: 1,717 shares 1,717 $833K 0.1% +495 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: 13,610 shares; 2024Q4: 13,610 shares; 2025Q1: 15,167 shares; 2025Q2: 15,167 shares; 2025Q3: 15,167 shares; 2025Q4: 15,167 shares; 2026Q1: 15,167 shares 15,167 $801K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 734 shares 734 $784K 0.09% +104 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares; 2026Q1: 6,168 shares 6,168 $779K 0.09% +2,564 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296 $776K 0.09% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,680 shares; 2025Q2: 9,680 shares; 2025Q3: 9,680 shares; 2025Q4: 9,680 shares; 2026Q1: 9,680 shares 9,680 $759K 0.09% 0 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: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 4,459 shares; 2025Q2: 4,459 shares; 2025Q3: 4,459 shares; 2025Q4: 4,459 shares; 2026Q1: 3,553 shares 3,553 $735K 0.09% -906 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: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: 6,009 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 6,009 shares; 2026Q1: 5,003 shares 5,003 $723K 0.08% -1,006 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: 7,954 shares; 2024Q4: 7,954 shares; 2025Q1: 7,954 shares; 2025Q2: 7,954 shares; 2025Q3: 7,954 shares; 2025Q4: 7,954 shares; 2026Q1: 7,954 shares 7,954 $719K 0.08% 0 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: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $706K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,444 shares 2,444 $703K 0.08% -500 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: 19,220 shares; 2024Q4: 19,220 shares; 2025Q1: 3,870 shares; 2025Q2: 3,870 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares; 2026Q1: 3,225 shares 3,225 $694K 0.08% -645 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: 3,333 shares; 2024Q4: 3,333 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 5,207 shares 5,207 $682K 0.08% 0 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: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 4,351 shares 4,351 $676K 0.08% -1,227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,935 shares; 2026Q1: 10,214 shares 10,214 $641K 0.07% +1,279 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 7,419 shares; 2025Q2: 7,419 shares; 2025Q3: 7,419 shares; 2025Q4: 7,419 shares; 2026Q1: 7,419 shares 7,419 $632K 0.07% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,960 shares; 2026Q1: 5,675 shares 5,675 $593K 0.07% +715 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,615 shares; 2025Q4: 8,615 shares; 2026Q1: 8,615 shares 8,615 $582K 0.07% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,899 shares; 2026Q1: 12,899 shares 12,899 $573K 0.07% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $559K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares 1,218 $544K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 1,829 shares 1,829 $525K 0.06% -500 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: 6,236 shares; 2024Q4: 6,236 shares; 2025Q1: 11,099 shares; 2025Q2: 11,099 shares; 2025Q3: 11,099 shares; 2025Q4: 10,001 shares; 2026Q1: 10,001 shares 10,001 $502K 0.06% 0 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: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 3,476 shares; 2025Q2: 3,476 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares; 2026Q1: 2,051 shares 2,051 $501K 0.06% -1,425 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $485K 0.06% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $470K 0.05% 0 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,840 shares 4,840 $467K 0.05% +240 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $443K 0.05% 0 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: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares; 2026Q1: 6,762 shares 6,762 $422K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,621 shares; 2026Q1: 3,372 shares 3,372 $388K 0.05% -3,249 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 4,029 shares; 2025Q3: 3,252 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares 3,252 $384K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,874 shares; 2026Q1: 868 shares 868 $369K 0.04% -1,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares 3,759 $367K 0.04% 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $338K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $338K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares 1,973 $315K 0.04% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $312K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $312K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares 2,195 $306K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: not reported; 2026Q1: 1,536 shares 1,536 $298K 0.03% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $292K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,181 shares; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $288K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,725 shares 5,725 $279K 0.03% 0 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: 1,603 shares; 2024Q4: 1,399 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 720 shares 720 $267K 0.03% -836 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares 2,790 $258K 0.03% 0 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: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $256K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares; 2026Q1: 1,727 shares 1,727 $254K 0.03% 0 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: 18,620 shares; 2024Q4: 18,277 shares; 2025Q1: 939 shares; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 939 shares 939 $238K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $234K 0.03% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $231K 0.03% 0 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: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $228K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $223K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,332 shares 4,332 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares 3,385 $212K 0.02% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,475 shares; 2024Q4: 27,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,565 shares 6,565 $212K 0.02% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares 2,360 $211K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $200K 0.02% 0 Timeline VLN VALENS SEMICONDUCTOR LTD More: the full row for VALENS SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,774 shares; 2025Q2: 58,774 shares; 2025Q3: 58,774 shares; 2025Q4: 58,774 shares; 2026Q1: 58,774 shares 58,774 $66.4K 0.01% 0 Timeline