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: 139,544 shares; 2024Q4: 149,007 shares; 2025Q1: 160,701 shares; 2025Q2: 185,858 shares; 2025Q3: 69,669 shares; 2025Q4: 227,965 shares; 2026Q1: 267,576 shares 267,576 $160M 11.05% +39,611 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: 135,316 shares; 2024Q4: 136,645 shares; 2025Q1: 148,656 shares; 2025Q2: 163,531 shares; 2025Q3: 230 shares; 2025Q4: 184,423 shares; 2026Q1: 235,025 shares 235,025 $86.4M 5.97% +50,602 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: 465,350 shares; 2024Q4: 486,901 shares; 2025Q1: 523,682 shares; 2025Q2: 582,368 shares; 2025Q3: 196 shares; 2025Q4: 722,504 shares; 2026Q1: 810,685 shares 810,685 $73.4M 5.07% +88,181 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: 917,298 shares; 2024Q4: 965,241 shares; 2025Q1: 1,036,332 shares; 2025Q2: 1,024,115 shares; 2025Q3: 1,012,534 shares; 2025Q4: 1,014,172 shares; 2026Q1: 1,035,011 shares 1,035,011 $66.3M 4.58% +20,839 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: 133,792 shares; 2024Q4: 136,849 shares; 2025Q1: 123,381 shares; 2025Q2: 124,270 shares; 2025Q3: 92,448 shares; 2025Q4: 124,581 shares; 2026Q1: 149,896 shares 149,896 $65.5M 4.52% +25,315 Timeline MGV 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: 254,492 shares; 2024Q4: 265,399 shares; 2025Q1: 289,227 shares; 2025Q2: 314,034 shares; 2025Q3: 10 shares; 2025Q4: 331,869 shares; 2026Q1: 434,386 shares 434,386 $63M 4.35% +102,517 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: 236,226 shares; 2024Q4: 244,328 shares; 2025Q1: 236,274 shares; 2025Q2: 237,143 shares; 2025Q3: 235,561 shares; 2025Q4: 235,133 shares; 2026Q1: 257,162 shares 257,162 $50.5M 3.49% +22,029 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: 278,528 shares; 2024Q4: 306,030 shares; 2025Q1: 331,117 shares; 2025Q2: 373,063 shares; 2025Q3: 426,744 shares; 2025Q4: 462,630 shares; 2026Q1: 527,810 shares 527,810 $36.8M 2.54% +65,180 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: 200,383 shares; 2024Q4: 230,284 shares; 2025Q1: 241,649 shares; 2025Q2: 218,867 shares; 2025Q3: 2,058 shares; 2025Q4: 292,069 shares; 2026Q1: 396,426 shares 396,426 $36.3M 2.51% +104,357 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: 121,199 shares; 2024Q4: 342,901 shares; 2025Q1: 310,865 shares; 2025Q2: 766,795 shares; 2025Q3: 127,880 shares; 2025Q4: 176,646 shares; 2026Q1: 321,540 shares 321,540 $26.6M 1.83% +144,894 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: 91,440 shares; 2024Q4: 89,108 shares; 2025Q1: 89,908 shares; 2025Q2: 79,264 shares; 2025Q3: 75,335 shares; 2025Q4: 74,180 shares; 2026Q1: 100,915 shares 100,915 $25.6M 1.77% +26,735 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: 363,620 shares; 2024Q4: 384,425 shares; 2025Q1: 429,011 shares; 2025Q2: 425,686 shares; 2025Q3: 163 shares; 2025Q4: 423,037 shares; 2026Q1: 452,200 shares 452,200 $24.4M 1.69% +29,163 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: 314,148 shares; 2024Q4: 385,425 shares; 2025Q1: 428,926 shares; 2025Q2: 479,632 shares; 2025Q3: 111 shares; 2025Q4: 587,797 shares; 2026Q1: 1,059,639 shares 1,059,639 $24.3M 1.68% +471,842 Timeline BKLN 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: 643,179 shares; 2024Q4: 738,092 shares; 2025Q1: 780,916 shares; 2025Q2: 708,898 shares; 2025Q3: 687,516 shares; 2025Q4: 958,217 shares; 2026Q1: 1,171,384 shares 1,171,384 $23.9M 1.65% +213,167 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: 64,518 shares; 2024Q4: 69,098 shares; 2025Q1: 75,652 shares; 2025Q2: 85,269 shares; 2025Q3: 24,761 shares; 2025Q4: 88,207 shares; 2026Q1: 105,370 shares 105,370 $22.9M 1.58% +17,163 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: 244,655 shares; 2024Q4: 283,832 shares; 2025Q1: 295,761 shares; 2025Q2: 267,088 shares; 2025Q3: 68 shares; 2025Q4: 357,648 shares; 2026Q1: 433,264 shares 433,264 $22.8M 1.57% +75,616 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: 67,222 shares; 2024Q4: 73,497 shares; 2025Q1: 80,703 shares; 2025Q2: 87,980 shares; 2025Q3: 84,129 shares; 2025Q4: 96,806 shares; 2026Q1: 120,022 shares 120,022 $22.1M 1.53% +23,216 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: 86,349 shares; 2024Q4: 125,767 shares; 2025Q1: 140,077 shares; 2025Q2: 156,959 shares; 2025Q3: 826 shares; 2025Q4: 233,947 shares; 2026Q1: 426,907 shares 426,907 $21.9M 1.51% +192,960 Timeline VXF 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: 60,651 shares; 2024Q4: 64,130 shares; 2025Q1: 70,032 shares; 2025Q2: 82,331 shares; 2025Q3: 82,437 shares; 2025Q4: 90,012 shares; 2026Q1: 101,704 shares 101,704 $20.9M 1.45% +11,692 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: 103,603 shares; 2024Q4: 112,375 shares; 2025Q1: 108,694 shares; 2025Q2: 102,978 shares; 2025Q3: 93,488 shares; 2025Q4: 92,457 shares; 2026Q1: 119,290 shares 119,290 $20.8M 1.44% +26,833 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: 64,855 shares; 2024Q4: 67,320 shares; 2025Q1: 68,558 shares; 2025Q2: 72,464 shares; 2025Q3: 50 shares; 2025Q4: 71,858 shares; 2026Q1: 75,521 shares 75,521 $19.8M 1.37% +3,663 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: 164,693 shares; 2024Q4: 177,547 shares; 2025Q1: 191,451 shares; 2025Q2: 206,865 shares; 2025Q3: 220,676 shares; 2025Q4: 232,983 shares; 2026Q1: 401,252 shares 401,252 $18.8M 1.3% +168,269 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: 39,681 shares; 2024Q4: 42,618 shares; 2025Q1: 46,938 shares; 2025Q2: 51,291 shares; 2025Q3: 45,270 shares; 2025Q4: 47,548 shares; 2026Q1: 59,617 shares 59,617 $15.4M 1.06% +12,069 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: 35,492 shares; 2024Q4: 35,221 shares; 2025Q1: 35,679 shares; 2025Q2: 33,814 shares; 2025Q3: 33,103 shares; 2025Q4: 32,613 shares; 2026Q1: 41,426 shares 41,426 $15.3M 1.06% +8,813 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: 62,010 shares; 2024Q4: 59,317 shares; 2025Q1: 55,735 shares; 2025Q2: 51,256 shares; 2025Q3: 48,679 shares; 2025Q4: 42,768 shares; 2026Q1: 52,738 shares 52,738 $15.2M 1.05% +9,970 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,411 shares; 2025Q4: 59,104 shares; 2026Q1: 160,522 shares 160,522 $12.7M 0.88% +101,418 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: 192,985 shares; 2024Q4: 203,932 shares; 2025Q1: 202,911 shares; 2025Q2: 193,848 shares; 2025Q3: 187,430 shares; 2025Q4: 188,807 shares; 2026Q1: 262,005 shares 262,005 $12.6M 0.87% +73,198 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: not reported; 2024Q4: 157,550 shares; 2025Q1: 158,522 shares; 2025Q2: 141,268 shares; 2025Q3: 1,904 shares; 2025Q4: 105,253 shares; 2026Q1: 109,647 shares 109,647 $12.1M 0.84% +4,394 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,242 shares; 2024Q4: not reported; 2025Q1: 202,899 shares; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 131,270 shares; 2026Q1: 137,321 shares 137,321 $11.9M 0.82% +6,051 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: 19,972 shares; 2024Q4: 21,396 shares; 2025Q1: 23,630 shares; 2025Q2: 26,115 shares; 2025Q3: 167 shares; 2025Q4: 27,825 shares; 2026Q1: 37,328 shares 37,328 $11.3M 0.78% +9,503 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: 160,849 shares; 2024Q4: 179,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 97,521 shares; 2026Q1: 105,804 shares 105,804 $9.66M 0.67% +8,283 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,408 shares; 2024Q4: 168,697 shares; 2025Q1: 173,651 shares; 2025Q2: not reported; 2025Q3: 15,043 shares; 2025Q4: 109,204 shares; 2026Q1: 119,679 shares 119,679 $9.52M 0.66% +10,475 Timeline LQD 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: 134,067 shares; 2024Q4: 136,067 shares; 2025Q1: 140,061 shares; 2025Q2: 128,619 shares; 2025Q3: 98 shares; 2025Q4: 78,229 shares; 2026Q1: 87,138 shares 87,138 $9.51M 0.66% +8,909 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: 48,717 shares; 2024Q4: 46,973 shares; 2025Q1: 35,840 shares; 2025Q2: 32,225 shares; 2025Q3: 27,326 shares; 2025Q4: 24,495 shares; 2026Q1: 29,731 shares 29,731 $9.2M 0.64% +5,236 Timeline EWC 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: 91,227 shares; 2024Q4: 97,486 shares; 2025Q1: 105,281 shares; 2025Q2: 118,075 shares; 2025Q3: 26 shares; 2025Q4: 139,983 shares; 2026Q1: 160,314 shares 160,314 $8.79M 0.61% +20,331 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: 14,616 shares; 2024Q4: 14,411 shares; 2025Q1: 13,699 shares; 2025Q2: 12,694 shares; 2025Q3: 11,510 shares; 2025Q4: 11,074 shares; 2026Q1: 14,541 shares 14,541 $8.34M 0.58% +3,467 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: 44,990 shares; 2024Q4: 43,242 shares; 2025Q1: 42,462 shares; 2025Q2: 32,399 shares; 2025Q3: 29,924 shares; 2025Q4: 29,334 shares; 2026Q1: 35,709 shares 35,709 $7.45M 0.51% +6,375 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 31,808 shares; 2025Q1: 34,478 shares; 2025Q2: 37,660 shares; 2025Q3: 140,862 shares; 2025Q4: 30,786 shares; 2026Q1: 30,341 shares 30,341 $7.28M 0.5% -445 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: 54,422 shares; 2024Q4: 55,563 shares; 2025Q1: 54,621 shares; 2025Q2: 52,225 shares; 2025Q3: 32,123 shares; 2025Q4: 49,607 shares; 2026Q1: 89,157 shares 89,157 $6.99M 0.48% +39,550 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: 19,454 shares; 2024Q4: 21,003 shares; 2025Q1: 23,179 shares; 2025Q2: 27,432 shares; 2025Q3: 124,025 shares; 2025Q4: 27,089 shares; 2026Q1: 23,889 shares 23,889 $6.87M 0.47% -3,200 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: 57,663 shares; 2024Q4: 87,327 shares; 2025Q1: 92,916 shares; 2025Q2: 102,981 shares; 2025Q3: 213,296 shares; 2025Q4: 119,111 shares; 2026Q1: 204,494 shares 204,494 $6.85M 0.47% +85,383 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: 23,463 shares; 2024Q4: 22,879 shares; 2025Q1: 21,478 shares; 2025Q2: 20,354 shares; 2025Q3: 19,070 shares; 2025Q4: 18,807 shares; 2026Q1: 22,360 shares 22,360 $6.58M 0.45% +3,553 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: not reported; 2024Q4: 186,057 shares; 2025Q1: 189,525 shares; 2025Q2: 178,985 shares; 2025Q3: 181,684 shares; 2025Q4: 175,591 shares; 2026Q1: 210,062 shares 210,062 $6.09M 0.42% +34,471 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,983 shares; 2025Q1: 5,601 shares; 2025Q2: 8,749 shares; 2025Q3: 8,410 shares; 2025Q4: 8,090 shares; 2026Q1: 9,752 shares 9,752 $5.78M 0.4% +1,662 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,180 shares; 2024Q4: 46,078 shares; 2025Q1: 45,651 shares; 2025Q2: 44,928 shares; 2025Q3: 45,282 shares; 2025Q4: 46,531 shares; 2026Q1: 53,916 shares 53,916 $5.42M 0.37% +7,385 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 41,168 shares; 2026Q1: 49,020 shares 49,020 $5.31M 0.37% +7,852 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: 16,133 shares; 2024Q4: 15,728 shares; 2025Q1: 15,254 shares; 2025Q2: 15,028 shares; 2025Q3: 105,259 shares; 2025Q4: 14,979 shares; 2026Q1: 14,663 shares 14,663 $5.23M 0.36% -316 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,511 shares; 2024Q4: 29,958 shares; 2025Q1: 53,627 shares; 2025Q2: 48,063 shares; 2025Q3: 68,841 shares; 2025Q4: 63,854 shares; 2026Q1: 75,987 shares 75,987 $5.17M 0.36% +12,133 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: 23,466 shares; 2024Q4: 25,479 shares; 2025Q1: 27,581 shares; 2025Q2: 31,408 shares; 2025Q3: 240 shares; 2025Q4: 30,290 shares; 2026Q1: 34,516 shares 34,516 $5.04M 0.35% +4,226 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: 74,271 shares; 2024Q4: 74,030 shares; 2025Q1: 72,259 shares; 2025Q2: 70,549 shares; 2025Q3: 68,826 shares; 2025Q4: 69,685 shares; 2026Q1: 98,313 shares 98,313 $4.94M 0.34% +28,628 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,477 shares; 2025Q1: 46,178 shares; 2025Q2: 70,150 shares; 2025Q3: 73,851 shares; 2025Q4: 69,317 shares; 2026Q1: 83,066 shares 83,066 $4.85M 0.34% +13,749 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: 28,115 shares; 2024Q4: 27,424 shares; 2025Q1: 26,868 shares; 2025Q2: 25,707 shares; 2025Q3: 20,803 shares; 2025Q4: 19,824 shares; 2026Q1: 30,237 shares 30,237 $4.37M 0.3% +10,413 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: 56,306 shares; 2024Q4: 56,290 shares; 2025Q1: 54,583 shares; 2025Q2: 56,190 shares; 2025Q3: 54,366 shares; 2025Q4: 55,049 shares; 2026Q1: 62,747 shares 62,747 $4.14M 0.29% +7,698 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,040 shares 16,040 $3.82M 0.26% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,259 shares; 2024Q4: 50,674 shares; 2025Q1: 58,087 shares; 2025Q2: 63,878 shares; 2025Q3: 60 shares; 2025Q4: 79,057 shares; 2026Q1: 133,172 shares 133,172 $3.5M 0.24% +54,115 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: 26,013 shares; 2024Q4: 26,760 shares; 2025Q1: 27,762 shares; 2025Q2: 26,570 shares; 2025Q3: 25,430 shares; 2025Q4: 25,081 shares; 2026Q1: 43,473 shares 43,473 $3.36M 0.23% +18,392 Timeline BLV 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: 28,685 shares; 2024Q4: 29,378 shares; 2025Q1: 30,777 shares; 2025Q2: 29,492 shares; 2025Q3: 28,218 shares; 2025Q4: 27,842 shares; 2026Q1: 48,562 shares 48,562 $3.34M 0.23% +20,720 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: 3,017 shares; 2024Q4: 3,078 shares; 2025Q1: 2,929 shares; 2025Q2: 2,567 shares; 2025Q3: 2,239 shares; 2025Q4: 2,117 shares; 2026Q1: 2,225 shares 2,225 $3.28M 0.23% +108 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: 1,991 shares; 2024Q4: 2,742 shares; 2025Q1: 1,031 shares; 2025Q2: 1,135 shares; 2025Q3: 65 shares; 2025Q4: 2,761 shares; 2026Q1: 4,794 shares 4,794 $3.13M 0.22% +2,033 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: 10,162 shares; 2024Q4: 10,194 shares; 2025Q1: 9,835 shares; 2025Q2: 7,131 shares; 2025Q3: 6,790 shares; 2025Q4: 6,806 shares; 2026Q1: 14,077 shares 14,077 $3.06M 0.21% +7,271 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: 33,110 shares; 2024Q4: 33,761 shares; 2025Q1: 33,712 shares; 2025Q2: 32,487 shares; 2025Q3: 50,117 shares; 2025Q4: 32,463 shares; 2026Q1: 40,395 shares 40,395 $2.97M 0.21% +7,932 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: 6,966 shares; 2024Q4: 6,990 shares; 2025Q1: 7,754 shares; 2025Q2: 8,155 shares; 2025Q3: 7,090 shares; 2025Q4: 7,158 shares; 2026Q1: 7,974 shares 7,974 $2.97M 0.2% +816 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: 17,730 shares; 2024Q4: 19,053 shares; 2025Q1: 21,670 shares; 2025Q2: 23,795 shares; 2025Q3: 428 shares; 2025Q4: 23,682 shares; 2026Q1: 31,327 shares 31,327 $2.9M 0.2% +7,645 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: 10,270 shares; 2024Q4: 10,299 shares; 2025Q1: 6,394 shares; 2025Q2: 6,183 shares; 2025Q3: 5,366 shares; 2025Q4: 5,324 shares; 2026Q1: 7,986 shares 7,986 $2.81M 0.19% +2,662 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,792 shares; 2024Q4: 40,219 shares; 2025Q1: 46,645 shares; 2025Q2: 45,642 shares; 2025Q3: 11,224 shares; 2025Q4: 44,843 shares; 2026Q1: 57,224 shares 57,224 $2.42M 0.17% +12,381 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: 6,612 shares; 2025Q2: 8,254 shares; 2025Q3: 7,520 shares; 2025Q4: 5,549 shares; 2026Q1: 11,220 shares 11,220 $2.4M 0.17% +5,671 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: 2,447 shares; 2024Q4: 2,581 shares; 2025Q1: 2,507 shares; 2025Q2: 2,306 shares; 2025Q3: 2,120 shares; 2025Q4: 2,025 shares; 2026Q1: 2,615 shares 2,615 $2.4M 0.17% +590 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,948 shares; 2025Q3: 23,687 shares; 2025Q4: 20,763 shares; 2026Q1: 25,887 shares 25,887 $2.38M 0.16% +5,124 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: 15,835 shares; 2024Q4: 15,817 shares; 2025Q1: 14,968 shares; 2025Q2: 14,978 shares; 2025Q3: 14,422 shares; 2025Q4: 12,635 shares; 2026Q1: 13,368 shares 13,368 $2.32M 0.16% +733 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: 15,627 shares; 2024Q4: 17,443 shares; 2025Q1: 17,961 shares; 2025Q2: 16,931 shares; 2025Q3: 146,451 shares; 2025Q4: 16,902 shares; 2026Q1: 19,384 shares 19,384 $2.3M 0.16% +2,482 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,846 shares; 2025Q2: 35,962 shares; 2025Q3: 34,598 shares; 2025Q4: 33,005 shares; 2026Q1: 37,111 shares 37,111 $2.22M 0.15% +4,106 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,742 shares; 2024Q4: 36,739 shares; 2025Q1: 36,378 shares; 2025Q2: 35,899 shares; 2025Q3: 434 shares; 2025Q4: 35,737 shares; 2026Q1: 41,270 shares 41,270 $2.2M 0.15% +5,533 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: 1,424 shares; 2024Q4: 1,533 shares; 2025Q1: 1,729 shares; 2025Q2: 1,723 shares; 2025Q3: 1,647 shares; 2025Q4: 2,208 shares; 2026Q1: 10,611 shares 10,611 $2.2M 0.15% +8,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: not reported; 2025Q4: 3,004 shares; 2026Q1: 12,530 shares 12,530 $2.16M 0.15% +9,526 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: 4,677 shares; 2024Q4: 4,646 shares; 2025Q1: 4,646 shares; 2025Q2: 4,656 shares; 2025Q3: 4,580 shares; 2025Q4: 4,609 shares; 2026Q1: 4,474 shares 4,474 $2.14M 0.15% -135 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 3,288 shares; 2025Q1: 4,935 shares; 2025Q2: 4,354 shares; 2025Q3: 7,600 shares; 2025Q4: 6,611 shares; 2026Q1: 7,707 shares 7,707 $2.12M 0.15% +1,096 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 6,764 shares; 2025Q1: 8,379 shares; 2025Q2: 7,970 shares; 2025Q3: 7,646 shares; 2025Q4: 6,288 shares; 2026Q1: 10,624 shares 10,624 $2.1M 0.15% +4,336 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,096 shares; 2025Q2: 5,684 shares; 2025Q3: 33,343 shares; 2025Q4: 31,608 shares; 2026Q1: 46,921 shares 46,921 $2.01M 0.14% +15,313 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,681 shares 21,681 $1.97M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,620 shares; 2025Q4: 2,749 shares; 2026Q1: 11,810 shares 11,810 $1.95M 0.13% +9,061 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: 19,280 shares; 2024Q4: 18,028 shares; 2025Q1: 13,542 shares; 2025Q2: 14,039 shares; 2025Q3: 9,552 shares; 2025Q4: 10,275 shares; 2026Q1: 24,835 shares 24,835 $1.93M 0.13% +14,560 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: 10,929 shares; 2024Q4: 10,718 shares; 2025Q1: 13,219 shares; 2025Q2: 13,567 shares; 2025Q3: 12,946 shares; 2025Q4: 12,317 shares; 2026Q1: 15,122 shares 15,122 $1.88M 0.13% +2,805 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares; 2025Q3: 9,348 shares; 2025Q4: 9,091 shares; 2026Q1: 31,286 shares 31,286 $1.83M 0.13% +22,195 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 9,848 shares; 2025Q1: 11,234 shares; 2025Q2: 12,323 shares; 2025Q3: 13,244 shares; 2025Q4: 14,730 shares; 2026Q1: 36,569 shares 36,569 $1.82M 0.13% +21,839 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,320 shares 24,320 $1.78M 0.12% new 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: 5,459 shares; 2024Q4: 5,105 shares; 2025Q1: 4,749 shares; 2025Q2: 3,965 shares; 2025Q3: 3,463 shares; 2025Q4: 3,242 shares; 2026Q1: 5,856 shares 5,856 $1.78M 0.12% +2,614 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: 17,390 shares; 2024Q4: 19,361 shares; 2025Q1: 19,377 shares; 2025Q2: 14,982 shares; 2025Q3: 15,905 shares; 2025Q4: 5,755 shares; 2026Q1: 10,445 shares 10,445 $1.77M 0.12% +4,690 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: 4,530 shares; 2024Q4: 4,229 shares; 2025Q1: 3,992 shares; 2025Q2: 3,742 shares; 2025Q3: 3,550 shares; 2025Q4: 3,794 shares; 2026Q1: 5,811 shares 5,811 $1.76M 0.12% +2,017 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: 4,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares; 2026Q1: 5,033 shares 5,033 $1.7M 0.12% +4,084 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,030 shares; 2025Q1: 9,892 shares; 2025Q2: 9,088 shares; 2025Q3: 8,776 shares; 2025Q4: 8,496 shares; 2026Q1: 9,166 shares 9,166 $1.67M 0.12% +670 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: 19,808 shares; 2024Q4: 21,367 shares; 2025Q1: 21,287 shares; 2025Q2: 20,477 shares; 2025Q3: 74 shares; 2025Q4: 21,577 shares; 2026Q1: 20,044 shares 20,044 $1.66M 0.11% -1,533 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: 5,038 shares; 2024Q4: 5,163 shares; 2025Q1: 4,906 shares; 2025Q2: 4,493 shares; 2025Q3: 4,326 shares; 2025Q4: 4,151 shares; 2026Q1: 4,737 shares 4,737 $1.62M 0.11% +586 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: 8,339 shares; 2024Q4: 8,160 shares; 2025Q1: 6,925 shares; 2025Q2: 3,001 shares; 2025Q3: 4,136 shares; 2025Q4: 3,712 shares; 2026Q1: 11,509 shares 11,509 $1.61M 0.11% +7,797 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,589 shares 7,589 $1.58M 0.11% new 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: 14,853 shares; 2024Q4: 14,871 shares; 2025Q1: 14,222 shares; 2025Q2: 13,855 shares; 2025Q3: 13,736 shares; 2025Q4: 13,475 shares; 2026Q1: 13,833 shares 13,833 $1.57M 0.11% +358 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: 4,421 shares; 2024Q4: 4,264 shares; 2025Q1: 1,696 shares; 2025Q2: 1,816 shares; 2025Q3: 1,795 shares; 2025Q4: 2,425 shares; 2026Q1: 2,185 shares 2,185 $1.55M 0.11% -240 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: 25,768 shares; 2024Q4: 35,367 shares; 2025Q1: 34,687 shares; 2025Q2: 32,990 shares; 2025Q3: 253 shares; 2025Q4: 33,051 shares; 2026Q1: 53,190 shares 53,190 $1.54M 0.11% +20,139 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: 16,172 shares; 2024Q4: 16,143 shares; 2025Q1: 15,554 shares; 2025Q2: 15,578 shares; 2025Q3: 175,693 shares; 2025Q4: 15,932 shares; 2026Q1: 15,817 shares 15,817 $1.54M 0.11% -115 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: 2,167 shares; 2024Q4: 2,085 shares; 2025Q1: 1,904 shares; 2025Q2: 2,114 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,761 shares 9,761 $1.52M 0.1% new 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: 13,126 shares; 2024Q4: 11,747 shares; 2025Q1: 10,798 shares; 2025Q2: 7,938 shares; 2025Q3: 6,936 shares; 2025Q4: 6,678 shares; 2026Q1: 12,501 shares 12,501 $1.49M 0.1% +5,823 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: 2,163 shares; 2024Q4: 1,950 shares; 2025Q1: 1,932 shares; 2025Q2: 1,715 shares; 2025Q3: 770 shares; 2025Q4: 1,485 shares; 2026Q1: 2,991 shares 2,991 $1.48M 0.1% +1,506 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 12,156 shares 12,156 $1.46M 0.1% new Timeline TLH 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: 11,254 shares; 2024Q4: 12,716 shares; 2025Q1: 13,185 shares; 2025Q2: 12,475 shares; 2025Q3: 437 shares; 2025Q4: 12,620 shares; 2026Q1: 14,410 shares 14,410 $1.45M 0.1% +1,790 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: 5,083 shares; 2024Q4: 5,032 shares; 2025Q1: 5,119 shares; 2025Q2: 4,818 shares; 2025Q3: 4,700 shares; 2025Q4: 4,617 shares; 2026Q1: 4,269 shares 4,269 $1.45M 0.1% -348 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,623 shares 26,623 $1.44M 0.1% new 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: 63,102 shares; 2024Q4: 51,809 shares; 2025Q1: 50,592 shares; 2025Q2: 47,241 shares; 2025Q3: 45,652 shares; 2025Q4: 39,712 shares; 2026Q1: 49,482 shares 49,482 $1.42M 0.1% +9,770 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 6,371 shares; 2025Q1: 5,857 shares; 2025Q2: 4,960 shares; 2025Q3: 4,614 shares; 2025Q4: 4,239 shares; 2026Q1: 11,970 shares 11,970 $1.41M 0.1% +7,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,008 shares 29,008 $1.4M 0.1% new 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: 10,328 shares; 2024Q4: 9,774 shares; 2025Q1: 10,085 shares; 2025Q2: 8,830 shares; 2025Q3: 8,437 shares; 2025Q4: 6,523 shares; 2026Q1: 8,747 shares 8,747 $1.4M 0.1% +2,224 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: 90,324 shares; 2024Q4: 86,031 shares; 2025Q1: 46,998 shares; 2025Q2: 43,962 shares; 2025Q3: 43,198 shares; 2025Q4: 40,398 shares; 2026Q1: 49,294 shares 49,294 $1.38M 0.1% +8,896 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: 1,283 shares; 2024Q4: 1,381 shares; 2025Q1: 1,292 shares; 2025Q2: 1,294 shares; 2025Q3: 1,607 shares; 2025Q4: 1,684 shares; 2026Q1: 2,115 shares 2,115 $1.38M 0.09% +431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,370 shares 26,370 $1.37M 0.09% new Timeline JNK 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: 8,460 shares; 2024Q4: 11,159 shares; 2025Q1: 6,768 shares; 2025Q2: 7,451 shares; 2025Q3: 2,256 shares; 2025Q4: 6,633 shares; 2026Q1: 14,310 shares 14,310 $1.37M 0.09% +7,677 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: 1,306 shares; 2024Q4: 1,318 shares; 2025Q1: 1,293 shares; 2025Q2: 1,135 shares; 2025Q3: 1,152 shares; 2025Q4: 1,182 shares; 2026Q1: 1,365 shares 1,365 $1.36M 0.09% +183 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,472 shares; 2025Q2: 11,242 shares; 2025Q3: 10,380 shares; 2025Q4: 9,895 shares; 2026Q1: 35,277 shares 35,277 $1.35M 0.09% +25,382 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: 17,791 shares; 2024Q4: 17,596 shares; 2025Q1: 16,894 shares; 2025Q2: 15,827 shares; 2025Q3: 15,954 shares; 2025Q4: 15,682 shares; 2026Q1: 16,571 shares 16,571 $1.34M 0.09% +889 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: 30,823 shares; 2024Q4: 41,963 shares; 2025Q1: 40,643 shares; 2025Q2: 39,169 shares; 2025Q3: 351 shares; 2025Q4: 39,602 shares; 2026Q1: 46,086 shares 46,086 $1.32M 0.09% +6,484 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547,776 shares; 2025Q4: 11,151 shares; 2026Q1: 26,212 shares 26,212 $1.31M 0.09% +15,061 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 25,843 shares 25,843 $1.31M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,425 shares 4,425 $1.31M 0.09% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,568 shares; 2025Q1: 1,664 shares; 2025Q2: 1,415 shares; 2025Q3: 1,217 shares; 2025Q4: 967 shares; 2026Q1: 1,440 shares 1,440 $1.29M 0.09% +473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,012 shares; 2025Q3: 12,673 shares; 2025Q4: 11,990 shares; 2026Q1: 24,972 shares 24,972 $1.28M 0.09% +12,982 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,669 shares 9,669 $1.28M 0.09% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,965 shares; 2025Q3: 3,499 shares; 2025Q4: 8,303 shares; 2026Q1: 8,545 shares 8,545 $1.25M 0.09% +242 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,483 shares; 2024Q4: 48,391 shares; 2025Q1: 47,715 shares; 2025Q2: 47,532 shares; 2025Q3: 46,358 shares; 2025Q4: 46,140 shares; 2026Q1: 45,693 shares 45,693 $1.25M 0.09% -447 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,614 shares; 2024Q4: 29,343 shares; 2025Q1: 28,449 shares; 2025Q2: 27,119 shares; 2025Q3: 26,395 shares; 2025Q4: 26,512 shares; 2026Q1: 28,445 shares 28,445 $1.25M 0.09% +1,933 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: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 3,270 shares; 2025Q3: 3,075 shares; 2025Q4: 2,800 shares; 2026Q1: 7,281 shares 7,281 $1.24M 0.09% +4,481 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: 2,933 shares; 2024Q4: 2,974 shares; 2025Q1: 2,590 shares; 2025Q2: 3,529 shares; 2025Q3: 3,255 shares; 2025Q4: 3,595 shares; 2026Q1: 4,298 shares 4,298 $1.23M 0.08% +703 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,761 shares; 2025Q1: 5,721 shares; 2025Q2: 5,496 shares; 2025Q3: 5,358 shares; 2025Q4: 2,139 shares; 2026Q1: 3,717 shares 3,717 $1.21M 0.08% +1,578 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: 13,831 shares; 2024Q4: 12,506 shares; 2025Q1: 11,380 shares; 2025Q2: 9,882 shares; 2025Q3: 8,470 shares; 2025Q4: 8,359 shares; 2026Q1: 15,135 shares 15,135 $1.2M 0.08% +6,776 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,076 shares 13,076 $1.2M 0.08% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,833 shares; 2025Q2: 5,805 shares; 2025Q3: 4,500 shares; 2025Q4: 2,850 shares; 2026Q1: 4,756 shares 4,756 $1.2M 0.08% +1,906 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: 3,675 shares; 2024Q4: 3,712 shares; 2025Q1: 3,895 shares; 2025Q2: 3,680 shares; 2025Q3: 3,514 shares; 2025Q4: 2,515 shares; 2026Q1: 6,119 shares 6,119 $1.18M 0.08% +3,604 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 2,536 shares; 2026Q1: 3,676 shares 3,676 $1.17M 0.08% +1,140 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: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,847 shares; 2025Q3: 1,840 shares; 2025Q4: 1,802 shares; 2026Q1: 8,838 shares 8,838 $1.16M 0.08% +7,036 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: 10,591 shares; 2024Q4: 7,409 shares; 2025Q1: 8,996 shares; 2025Q2: 7,894 shares; 2025Q3: 6,448 shares; 2025Q4: 9,998 shares; 2026Q1: 15,904 shares 15,904 $1.15M 0.08% +5,906 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 11,845 shares; 2025Q1: 10,991 shares; 2025Q2: 9,716 shares; 2025Q3: 9,112 shares; 2025Q4: 8,134 shares; 2026Q1: 17,328 shares 17,328 $1.15M 0.08% +9,194 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,939 shares; 2025Q2: 40,851 shares; 2025Q3: 38,635 shares; 2025Q4: 38,183 shares; 2026Q1: 37,519 shares 37,519 $1.15M 0.08% -664 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: 3,586 shares; 2024Q4: 3,686 shares; 2025Q1: 3,340 shares; 2025Q2: 3,667 shares; 2025Q3: 3,589 shares; 2025Q4: 3,708 shares; 2026Q1: 4,675 shares 4,675 $1.14M 0.08% +967 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: not reported; 2024Q4: 2,272 shares; 2025Q1: 2,200 shares; 2025Q2: 2,872 shares; 2025Q3: 1,959 shares; 2025Q4: not reported; 2026Q1: 9,729 shares 9,729 $1.13M 0.08% new 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: 7,132 shares; 2024Q4: 7,323 shares; 2025Q1: 9,286 shares; 2025Q2: 8,812 shares; 2025Q3: 4,491 shares; 2025Q4: 8,411 shares; 2026Q1: 10,335 shares 10,335 $1.09M 0.08% +1,924 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: 1,422 shares; 2024Q4: 1,452 shares; 2025Q1: 1,399 shares; 2025Q2: 1,363 shares; 2025Q3: 2,741 shares; 2025Q4: 2,491 shares; 2026Q1: 5,232 shares 5,232 $1.08M 0.07% +2,741 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: 26,478 shares; 2024Q4: 26,334 shares; 2025Q1: 27,144 shares; 2025Q2: 21,131 shares; 2025Q3: 10,318 shares; 2025Q4: 10,956 shares; 2026Q1: 22,247 shares 22,247 $1.08M 0.07% +11,291 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,385 shares; 2025Q1: 8,803 shares; 2025Q2: 7,211 shares; 2025Q3: 7,251 shares; 2025Q4: 7,288 shares; 2026Q1: 7,406 shares 7,406 $1.08M 0.07% +118 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 8,589 shares; 2025Q1: 8,267 shares; 2025Q2: 7,584 shares; 2025Q3: 7,348 shares; 2025Q4: 6,906 shares; 2026Q1: 7,553 shares 7,553 $1.08M 0.07% +647 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: 9,315 shares; 2024Q4: 6,860 shares; 2025Q1: 6,951 shares; 2025Q2: 6,761 shares; 2025Q3: 6,189 shares; 2025Q4: 6,032 shares; 2026Q1: 8,086 shares 8,086 $1.04M 0.07% +2,054 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,282 shares 22,282 $1.02M 0.07% new 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: 1,708 shares; 2024Q4: 1,534 shares; 2025Q1: 1,344 shares; 2025Q2: 886 shares; 2025Q3: 901 shares; 2025Q4: 842 shares; 2026Q1: 1,181 shares 1,181 $1.02M 0.07% +339 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 12,041 shares 12,041 $1.02M 0.07% new 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: 5,435 shares; 2024Q4: 5,434 shares; 2025Q1: 5,317 shares; 2025Q2: 5,398 shares; 2025Q3: 5,311 shares; 2025Q4: 5,389 shares; 2026Q1: 7,608 shares 7,608 $996K 0.07% +2,219 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: 24,712 shares 24,712 $982K 0.07% new 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: 24,228 shares; 2024Q4: 16,439 shares; 2025Q1: 9,744 shares; 2025Q2: 10,122 shares; 2025Q3: 9,818 shares; 2025Q4: 9,004 shares; 2026Q1: 10,419 shares 10,419 $968K 0.07% +1,415 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,221 shares; 2025Q1: 9,671 shares; 2025Q2: 9,031 shares; 2025Q3: 6,105 shares; 2025Q4: 5,838 shares; 2026Q1: 10,016 shares 10,016 $961K 0.07% +4,178 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,662 shares; 2025Q1: 11,052 shares; 2025Q2: 10,296 shares; 2025Q3: 10,043 shares; 2025Q4: 12,046 shares; 2026Q1: 12,732 shares 12,732 $959K 0.07% +686 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: 1,908 shares; 2024Q4: 1,902 shares; 2025Q1: 1,908 shares; 2025Q2: 1,795 shares; 2025Q3: 1,681 shares; 2025Q4: 1,608 shares; 2026Q1: 1,885 shares 1,885 $940K 0.06% +277 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,187 shares; 2025Q3: 1,974 shares; 2025Q4: 1,905 shares; 2026Q1: 2,714 shares 2,714 $937K 0.06% +809 Timeline TRP TC ENERGY CORP More: the full row for TC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,873 shares 14,873 $931K 0.06% new 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: 12,268 shares; 2024Q4: 12,158 shares; 2025Q1: 11,804 shares; 2025Q2: 11,051 shares; 2025Q3: 10,731 shares; 2025Q4: 9,826 shares; 2026Q1: 10,219 shares 10,219 $921K 0.06% +393 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,183 shares; 2025Q1: 3,785 shares; 2025Q2: 12,549 shares; 2025Q3: 9,507 shares; 2025Q4: 8,963 shares; 2026Q1: 13,349 shares 13,349 $896K 0.06% +4,386 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: 35,299 shares; 2024Q4: 37,047 shares; 2025Q1: 37,447 shares; 2025Q2: 35,961 shares; 2025Q3: 5,893 shares; 2025Q4: 36,998 shares; 2026Q1: 39,476 shares 39,476 $883K 0.06% +2,478 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: 879 shares; 2024Q4: 797 shares; 2025Q1: 724 shares; 2025Q2: 658 shares; 2025Q3: 617 shares; 2025Q4: 3,869 shares; 2026Q1: 8,210 shares 8,210 $858K 0.06% +4,341 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,475 shares; 2025Q1: 9,130 shares; 2025Q2: 8,515 shares; 2025Q3: 8,259 shares; 2025Q4: 8,117 shares; 2026Q1: 8,784 shares 8,784 $853K 0.06% +667 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: 10,065 shares; 2024Q4: 8,520 shares; 2025Q1: 4,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,088 shares 7,088 $853K 0.06% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,101 shares; 2025Q1: 994 shares; 2025Q2: 2,030 shares; 2025Q3: 2,168 shares; 2025Q4: 1,605 shares; 2026Q1: 4,274 shares 4,274 $849K 0.06% +2,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,009 shares 6,009 $813K 0.06% new 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: 13,353 shares; 2024Q4: 12,342 shares; 2025Q1: 11,536 shares; 2025Q2: 8,860 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,808 shares 13,808 $812K 0.06% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,615 shares; 2024Q4: 6,742 shares; 2025Q1: 8,180 shares; 2025Q2: 6,628 shares; 2025Q3: 6,497 shares; 2025Q4: 6,174 shares; 2026Q1: 10,946 shares 10,946 $810K 0.06% +4,772 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 2,723 shares; 2025Q4: 2,479 shares; 2026Q1: 2,350 shares 2,350 $805K 0.06% -129 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: 4,697 shares; 2024Q4: 4,214 shares; 2025Q1: 3,888 shares; 2025Q2: 3,310 shares; 2025Q3: 2,992 shares; 2025Q4: not reported; 2026Q1: 8,314 shares 8,314 $802K 0.06% new 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: 8,037 shares; 2024Q4: 7,195 shares; 2025Q1: 6,688 shares; 2025Q2: 5,557 shares; 2025Q3: 5,058 shares; 2025Q4: 4,694 shares; 2026Q1: 11,223 shares 11,223 $792K 0.05% +6,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,802 shares 9,802 $779K 0.05% new 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: 867 shares; 2024Q4: 671 shares; 2025Q1: 651 shares; 2025Q2: 774 shares; 2025Q3: 698 shares; 2025Q4: 6,676 shares; 2026Q1: 7,626 shares 7,626 $776K 0.05% +950 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: 15,542 shares; 2024Q4: 14,697 shares; 2025Q1: 4,598 shares; 2025Q2: 5,467 shares; 2025Q3: 111,310 shares; 2025Q4: 9,102 shares; 2026Q1: 10,117 shares 10,117 $774K 0.05% +1,015 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: 3,724 shares; 2024Q4: 3,732 shares; 2025Q1: 3,772 shares; 2025Q2: 3,758 shares; 2025Q3: 3,574 shares; 2025Q4: 3,572 shares; 2026Q1: 8,875 shares 8,875 $769K 0.05% +5,303 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: not reported; 2026Q1: 13,460 shares 13,460 $767K 0.05% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,007 shares; 2025Q1: 13,537 shares; 2025Q2: 12,643 shares; 2025Q3: 12,222 shares; 2025Q4: 11,814 shares; 2026Q1: 12,350 shares 12,350 $758K 0.05% +536 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: 3,473 shares; 2024Q4: 3,127 shares; 2025Q1: 2,847 shares; 2025Q2: 2,427 shares; 2025Q3: 2,094 shares; 2025Q4: 2,069 shares; 2026Q1: 3,504 shares 3,504 $736K 0.05% +1,435 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,550 shares; 2026Q1: 2,690 shares 2,690 $727K 0.05% +1,140 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: 675 shares; 2024Q4: 659 shares; 2025Q1: 626 shares; 2025Q2: 708 shares; 2025Q3: 697 shares; 2025Q4: 784 shares; 2026Q1: 2,206 shares 2,206 $725K 0.05% +1,422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,483 shares 9,483 $721K 0.05% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 5,089 shares; 2025Q2: 4,544 shares; 2025Q3: 4,326 shares; 2025Q4: 3,640 shares; 2026Q1: 7,390 shares 7,390 $712K 0.05% +3,750 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,243 shares; 2024Q4: 59,276 shares; 2025Q1: 61,708 shares; 2025Q2: 55,855 shares; 2025Q3: 55,875 shares; 2025Q4: 38,840 shares; 2026Q1: 61,636 shares 61,636 $711K 0.05% +22,796 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: 7,347 shares; 2024Q4: 7,276 shares; 2025Q1: 7,431 shares; 2025Q2: 7,274 shares; 2025Q3: 6,364 shares; 2025Q4: 6,210 shares; 2026Q1: 6,833 shares 6,833 $701K 0.05% +623 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: 8,728 shares; 2024Q4: 8,272 shares; 2025Q1: 8,466 shares; 2025Q2: 8,124 shares; 2025Q3: 8,544 shares; 2025Q4: 8,888 shares; 2026Q1: 9,741 shares 9,741 $700K 0.05% +853 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: 57,656 shares; 2024Q4: 10,443 shares; 2025Q1: 2,884 shares; 2025Q2: 6,025 shares; 2025Q3: 5,414 shares; 2025Q4: 5,018 shares; 2026Q1: 5,018 shares 5,018 $699K 0.05% 0 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: 18,448 shares; 2024Q4: 18,276 shares; 2025Q1: 17,349 shares; 2025Q2: 16,358 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,333 shares 6,333 $695K 0.05% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,502 shares; 2025Q4: 10,931 shares; 2026Q1: 25,767 shares 25,767 $670K 0.05% +14,836 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,120 shares; 2025Q1: 1,093 shares; 2025Q2: 1,161 shares; 2025Q3: 1,075 shares; 2025Q4: 1,868 shares; 2026Q1: 2,781 shares 2,781 $656K 0.05% +913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,646 shares; 2025Q4: not reported; 2026Q1: 2,031 shares 2,031 $652K 0.05% new 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: 7,872 shares; 2024Q4: 6,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,223 shares 11,223 $647K 0.04% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 4,402 shares 4,402 $643K 0.04% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 28,421 shares 28,421 $639K 0.04% new 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: 7,396 shares; 2024Q4: 7,284 shares; 2025Q1: 8,713 shares; 2025Q2: 7,932 shares; 2025Q3: 1,712 shares; 2025Q4: 1,722 shares; 2026Q1: 1,782 shares 1,782 $635K 0.04% +60 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 12,135 shares; 2025Q1: 12,594 shares; 2025Q2: 11,863 shares; 2025Q3: not reported; 2025Q4: 5,524 shares; 2026Q1: 15,701 shares 15,701 $624K 0.04% +10,177 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,801 shares 3,801 $623K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 602 shares; 2026Q1: 727 shares 727 $614K 0.04% +125 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: 4,531 shares; 2024Q4: 4,679 shares; 2025Q1: 4,361 shares; 2025Q2: 4,323 shares; 2025Q3: 4,021 shares; 2025Q4: 3,940 shares; 2026Q1: 3,885 shares 3,885 $593K 0.04% -55 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,903 shares; 2025Q1: 7,854 shares; 2025Q2: 7,531 shares; 2025Q3: 31 shares; 2025Q4: 7,135 shares; 2026Q1: 6,795 shares 6,795 $590K 0.04% -340 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 13,557 shares; 2025Q1: 12,533 shares; 2025Q2: 37,629 shares; 2025Q3: 35,586 shares; 2025Q4: 35,871 shares; 2026Q1: 28,326 shares 28,326 $586K 0.04% -7,545 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,138 shares; 2025Q3: 2,015 shares; 2025Q4: not reported; 2026Q1: 5,208 shares 5,208 $585K 0.04% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 10,484 shares; 2025Q1: 9,706 shares; 2025Q2: 9,276 shares; 2025Q3: 505 shares; 2025Q4: 8,913 shares; 2026Q1: 7,764 shares 7,764 $584K 0.04% -1,149 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 12,146 shares; 2025Q1: 10,909 shares; 2025Q2: 9,030 shares; 2025Q3: 8,406 shares; 2025Q4: 7,935 shares; 2026Q1: 13,526 shares 13,526 $584K 0.04% +5,591 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,047 shares; 2025Q1: 5,229 shares; 2025Q2: 5,170 shares; 2025Q3: 4,879 shares; 2025Q4: 4,418 shares; 2026Q1: 4,259 shares 4,259 $583K 0.04% -159 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: 7,151 shares; 2024Q4: 6,912 shares; 2025Q1: 6,589 shares; 2025Q2: 1,852 shares; 2025Q3: 1,723 shares; 2025Q4: 1,657 shares; 2026Q1: 2,047 shares 2,047 $582K 0.04% +390 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: 10,030 shares; 2024Q4: 9,929 shares; 2025Q1: 9,555 shares; 2025Q2: 8,865 shares; 2025Q3: 8,611 shares; 2025Q4: 8,272 shares; 2026Q1: 8,979 shares 8,979 $575K 0.04% +707 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,672 shares; 2024Q4: 151,917 shares; 2025Q1: 154,861 shares; 2025Q2: 3,694 shares; 2025Q3: 661,551 shares; 2025Q4: 95,104 shares; 2026Q1: 6,217 shares 6,217 $575K 0.04% -88,887 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: 4,426 shares; 2024Q4: 4,395 shares; 2025Q1: 4,265 shares; 2025Q2: 1,916 shares; 2025Q3: 1,836 shares; 2025Q4: 1,824 shares; 2026Q1: 2,063 shares 2,063 $574K 0.04% +239 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: 2,001 shares; 2024Q4: 1,957 shares; 2025Q1: 1,687 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 695 shares; 2026Q1: 1,826 shares 1,826 $567K 0.04% +1,131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,878 shares 5,878 $567K 0.04% new 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: 15,559 shares; 2024Q4: 15,617 shares; 2025Q1: 20,594 shares; 2025Q2: 6,259 shares; 2025Q3: 8,027 shares; 2025Q4: 12,685 shares; 2026Q1: 12,068 shares 12,068 $551K 0.04% -617 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: 1,958 shares; 2024Q4: 1,810 shares; 2025Q1: 1,960 shares; 2025Q2: 2,195 shares; 2025Q3: 1,650 shares; 2025Q4: 2,132 shares; 2026Q1: 2,695 shares 2,695 $549K 0.04% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,249 shares; 2025Q3: 3,814 shares; 2025Q4: 3,814 shares; 2026Q1: 7,110 shares 7,110 $548K 0.04% +3,296 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: 2,276 shares; 2024Q4: not reported; 2025Q1: 1,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,641 shares; 2026Q1: 4,103 shares 4,103 $545K 0.04% +2,462 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,540 shares 8,540 $522K 0.04% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 10,286 shares; 2025Q3: 9,946 shares; 2025Q4: 9,372 shares; 2026Q1: 8,754 shares 8,754 $519K 0.04% -618 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: 21,792 shares; 2024Q4: 19,318 shares; 2025Q1: 15,978 shares; 2025Q2: 7,977 shares; 2025Q3: 2,007 shares; 2025Q4: 7,699 shares; 2026Q1: 10,911 shares 10,911 $512K 0.04% +3,212 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: 453 shares; 2024Q4: 605 shares; 2025Q1: 915 shares; 2025Q2: 936 shares; 2025Q3: 1,039 shares; 2025Q4: 1,156 shares; 2026Q1: 868 shares 868 $501K 0.03% -288 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,964 shares; 2025Q1: 3,623 shares; 2025Q2: 3,690 shares; 2025Q3: 3,664 shares; 2025Q4: 3,683 shares; 2026Q1: 3,701 shares 3,701 $498K 0.03% +18 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,961 shares; 2025Q1: 7,832 shares; 2025Q2: 7,390 shares; 2025Q3: 7,597 shares; 2025Q4: 7,616 shares; 2026Q1: 9,961 shares 9,961 $498K 0.03% +2,345 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,527 shares; 2025Q1: 10,447 shares; 2025Q2: 9,869 shares; 2025Q3: 9,865 shares; 2025Q4: 9,505 shares; 2026Q1: 8,518 shares 8,518 $496K 0.03% -987 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: 5,397 shares; 2024Q4: 4,732 shares; 2025Q1: 3,776 shares; 2025Q2: 2,637 shares; 2025Q3: 147 shares; 2025Q4: 2,098 shares; 2026Q1: 4,354 shares 4,354 $483K 0.03% +2,256 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares 2,064 $482K 0.03% new Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,911 shares; 2025Q1: 8,130 shares; 2025Q2: 7,985 shares; 2025Q3: 390 shares; 2025Q4: 7,345 shares; 2026Q1: 6,915 shares 6,915 $482K 0.03% -430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,556 shares 3,556 $481K 0.03% new 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: 765 shares; 2025Q2: 856 shares; 2025Q3: 806 shares; 2025Q4: not reported; 2026Q1: 1,481 shares 1,481 $474K 0.03% new 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: 13,598 shares; 2024Q4: 13,333 shares; 2025Q1: 13,145 shares; 2025Q2: 12,470 shares; 2025Q3: 12,177 shares; 2025Q4: 11,358 shares; 2026Q1: 12,665 shares 12,665 $471K 0.03% +1,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares 2,409 $470K 0.03% new 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: 3,493 shares; 2024Q4: 3,158 shares; 2025Q1: 3,110 shares; 2025Q2: 3,000 shares; 2025Q3: 283 shares; 2025Q4: 3,317 shares; 2026Q1: 2,410 shares 2,410 $463K 0.03% -907 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: not reported; 2024Q4: not reported; 2025Q1: 2,832 shares; 2025Q2: 3,111 shares; 2025Q3: 2,956 shares; 2025Q4: 2,701 shares; 2026Q1: 2,292 shares 2,292 $454K 0.03% -409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,022 shares; 2025Q3: 1,922 shares; 2025Q4: not reported; 2026Q1: 3,087 shares 3,087 $453K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,537 shares 4,537 $438K 0.03% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,456 shares; 2025Q2: 5,542 shares; 2025Q3: 5,324 shares; 2025Q4: not reported; 2026Q1: 11,573 shares 11,573 $437K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 969 shares; 2026Q1: 1,309 shares 1,309 $426K 0.03% +340 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,077 shares 3,077 $422K 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,794 shares 26,794 $419K 0.03% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,629 shares; 2025Q1: 5,649 shares; 2025Q2: 5,903 shares; 2025Q3: 5,861 shares; 2025Q4: 5,892 shares; 2026Q1: 6,252 shares 6,252 $404K 0.03% +360 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 4,938 shares; 2025Q3: 4,717 shares; 2025Q4: 4,495 shares; 2026Q1: 4,228 shares 4,228 $401K 0.03% -267 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,283 shares; 2025Q1: not reported; 2025Q2: 14,983 shares; 2025Q3: 14,295 shares; 2025Q4: 13,502 shares; 2026Q1: 13,048 shares 13,048 $398K 0.03% -454 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,005 shares; 2025Q1: 971 shares; 2025Q2: 982 shares; 2025Q3: 967 shares; 2025Q4: 981 shares; 2026Q1: 1,380 shares 1,380 $396K 0.03% +399 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 1,081 shares 1,081 $393K 0.03% new 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: 1,063 shares; 2024Q4: 1,081 shares; 2025Q1: 1,082 shares; 2025Q2: 1,206 shares; 2025Q3: 1,400 shares; 2025Q4: 1,204 shares; 2026Q1: 1,585 shares 1,585 $384K 0.03% +381 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,565 shares 14,565 $382K 0.03% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 8,003 shares; 2025Q1: 7,934 shares; 2025Q2: 4,004 shares; 2025Q3: 3,813 shares; 2025Q4: 3,607 shares; 2026Q1: 3,303 shares 3,303 $382K 0.03% -304 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650 $380K 0.03% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,743 shares; 2025Q1: 1,689 shares; 2025Q2: 1,618 shares; 2025Q3: 1,524 shares; 2025Q4: 1,440 shares; 2026Q1: 1,275 shares 1,275 $379K 0.03% -165 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: 2,825 shares; 2024Q4: 2,537 shares; 2025Q1: not reported; 2025Q2: 1,382 shares; 2025Q3: 1,272 shares; 2025Q4: 1,155 shares; 2026Q1: 1,160 shares 1,160 $378K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,018 shares 4,018 $378K 0.03% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,069 shares 4,069 $367K 0.03% new 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: 1,787 shares; 2024Q4: 1,786 shares; 2025Q1: 1,735 shares; 2025Q2: 1,774 shares; 2025Q3: 1,650 shares; 2025Q4: 1,511 shares; 2026Q1: 809 shares 809 $362K 0.02% -702 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 12,569 shares; 2025Q1: 12,682 shares; 2025Q2: 12,282 shares; 2025Q3: 37,646 shares; 2025Q4: 12,725 shares; 2026Q1: 15,400 shares 15,400 $359K 0.02% +2,675 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: 18,929 shares; 2024Q4: 18,827 shares; 2025Q1: 18,565 shares; 2025Q2: 17,533 shares; 2025Q3: 16,900 shares; 2025Q4: 10,581 shares; 2026Q1: 10,219 shares 10,219 $352K 0.02% -362 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,977 shares; 2025Q4: not reported; 2026Q1: 3,335 shares 3,335 $351K 0.02% new 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: 1,616 shares; 2024Q4: 1,374 shares; 2025Q1: 1,358 shares; 2025Q2: 1,172 shares; 2025Q3: 968 shares; 2025Q4: 820 shares; 2026Q1: 802 shares 802 $348K 0.02% -18 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,656 shares; 2025Q4: 3,659 shares; 2026Q1: 4,686 shares 4,686 $341K 0.02% +1,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,511 shares; 2025Q4: 1,899 shares; 2026Q1: 2,333 shares 2,333 $339K 0.02% +434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383 $336K 0.02% new 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: not reported; 2026Q1: 253 shares 253 $334K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,445 shares 2,445 $334K 0.02% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,080 shares; 2024Q4: 18,258 shares; 2025Q1: 18,280 shares; 2025Q2: 17,296 shares; 2025Q3: 16,821 shares; 2025Q4: 13,741 shares; 2026Q1: 15,221 shares 15,221 $316K 0.02% +1,480 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: 6,226 shares; 2024Q4: 5,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares 1,174 $313K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,263 shares; 2025Q1: not reported; 2025Q2: 2,966 shares; 2025Q3: 2,832 shares; 2025Q4: 2,221 shares; 2026Q1: 2,161 shares 2,161 $309K 0.02% -60 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: not reported; 2024Q4: 1,547 shares; 2025Q1: 1,566 shares; 2025Q2: 1,450 shares; 2025Q3: 1,335 shares; 2025Q4: 1,217 shares; 2026Q1: 1,400 shares 1,400 $306K 0.02% +183 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 7,387 shares 7,387 $300K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 2,913 shares; 2025Q3: 45,243 shares; 2025Q4: 3,475 shares; 2026Q1: 3,006 shares 3,006 $298K 0.02% -469 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 5,066 shares 5,066 $295K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 1,459 shares; 2026Q1: 1,862 shares 1,862 $291K 0.02% +403 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: 1,031 shares; 2024Q4: 857 shares; 2025Q1: 1,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 419 shares; 2026Q1: 587 shares 587 $289K 0.02% +168 Timeline STE STERIS PLC More: the full row for STERIS 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: 2,212 shares; 2026Q1: 1,279 shares 1,279 $283K 0.02% -933 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,595 shares; 2025Q1: 2,878 shares; 2025Q2: 1,261 shares; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 1,038 shares 1,038 $281K 0.02% +429 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,686 shares 1,686 $278K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares 1,230 $276K 0.02% 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: 1,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,330 shares 2,330 $275K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,199 shares 2,199 $273K 0.02% new 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: 3,325 shares; 2024Q4: 3,918 shares; 2025Q1: 3,843 shares; 2025Q2: 3,208 shares; 2025Q3: 2,772 shares; 2025Q4: 1,575 shares; 2026Q1: 1,469 shares 1,469 $271K 0.02% -106 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,255 shares; 2025Q1: 5,547 shares; 2025Q2: 5,003 shares; 2025Q3: 4,599 shares; 2025Q4: 2,811 shares; 2026Q1: 3,702 shares 3,702 $269K 0.02% +891 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 12,374 shares; 2025Q4: 12,014 shares; 2026Q1: 12,107 shares 12,107 $262K 0.02% +93 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308 $260K 0.02% new 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: not reported; 2024Q4: 11,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,262 shares 5,262 $260K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares; 2026Q1: 804 shares 804 $253K 0.02% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,351 shares 5,351 $251K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares 287 $250K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,194 shares; 2025Q1: 1,268 shares; 2025Q2: 1,079 shares; 2025Q3: 1,040 shares; 2025Q4: 998 shares; 2026Q1: 931 shares 931 $248K 0.02% -67 Timeline CERY 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: 8,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,997 shares 6,997 $247K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,668 shares; 2025Q1: 3,952 shares; 2025Q2: 3,467 shares; 2025Q3: 3,229 shares; 2025Q4: 2,870 shares; 2026Q1: 2,832 shares 2,832 $241K 0.02% -38 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215 shares 1,215 $240K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 878 shares; 2026Q1: 1,297 shares 1,297 $237K 0.02% +419 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: not reported; 2024Q4: 2,516 shares; 2025Q1: 3,286 shares; 2025Q2: 2,944 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,792 shares 1,792 $237K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,101 shares; 2026Q1: 1,473 shares 1,473 $236K 0.02% +372 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares 502 $232K 0.02% new Timeline UDOW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600 $231K 0.02% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 3,781 shares; 2026Q1: 3,965 shares 3,965 $230K 0.02% +184 Timeline ITT ITT INC More: the full row for ITT 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: 1,191 shares 1,191 $229K 0.02% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares 2,150 $227K 0.02% new 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: 831 shares; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares 528 $227K 0.02% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,720 shares; 2025Q4: not reported; 2026Q1: 2,304 shares 2,304 $227K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,085 shares; 2025Q4: 1,086 shares; 2026Q1: 1,088 shares 1,088 $226K 0.02% +2 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 4,246 shares 4,246 $224K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955 $223K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318,097 shares; 2025Q4: not reported; 2026Q1: 320 shares 320 $223K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $223K 0.02% new 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: 4,850 shares; 2024Q4: 4,851 shares; 2025Q1: not reported; 2025Q2: 4,491 shares; 2025Q3: 214 shares; 2025Q4: 3,838 shares; 2026Q1: 3,838 shares 3,838 $218K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,908 shares 4,908 $217K 0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,050 shares 2,050 $216K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,926 shares 7,926 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,732 shares 3,732 $210K 0.01% new Timeline IGLB 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: 22,276 shares; 2025Q4: not reported; 2026Q1: 4,164 shares 4,164 $207K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares 577 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $199K 0.01% new 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: 1,249 shares; 2026Q1: 1,669 shares 1,669 $198K 0.01% +420 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: not reported; 2026Q1: 421 shares 421 $194K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares 1,704 $193K 0.01% new 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: 7,287 shares; 2024Q4: 6,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,028 shares; 2025Q4: not reported; 2026Q1: 3,970 shares 3,970 $192K 0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316 shares 316 $191K 0.01% new 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: 3,798 shares; 2024Q4: 3,424 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773 shares 773 $189K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,045 shares 2,045 $189K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192 $185K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares 759 $184K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares 801 $181K 0.01% new 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: not reported; 2026Q1: 1,429 shares 1,429 $181K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 3,973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares 3,020 $179K 0.01% new 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: 1,161 shares; 2024Q4: 1,348 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares 315 $177K 0.01% new Timeline ATI ATI INC More: the full row for ATI 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: 1,214 shares 1,214 $177K 0.01% new 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: 4,737 shares; 2024Q4: 4,839 shares; 2025Q1: 4,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares 895 $174K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590 shares 590 $172K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 437 shares; 2026Q1: 403 shares 403 $172K 0.01% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: not reported; 2026Q1: 752 shares 752 $166K 0.01% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 5,829 shares 5,829 $166K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 1,776 shares 1,776 $166K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $163K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares 368 $161K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $159K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $159K 0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,319 shares; 2025Q1: 1,312 shares; 2025Q2: 1,209 shares; 2025Q3: 1,098 shares; 2025Q4: not reported; 2026Q1: 853 shares 853 $154K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,872 shares 3,872 $150K 0.01% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 5,834 shares 5,834 $149K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,521 shares; 2025Q2: 4,554 shares; 2025Q3: 4,500 shares; 2025Q4: 4,593 shares; 2026Q1: 1,175 shares 1,175 $144K 0.01% -3,418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307 shares 307 $142K 0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares 482 $140K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287 $140K 0.01% new Timeline IJK 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: 218,195 shares; 2025Q4: not reported; 2026Q1: 1,386 shares 1,386 $139K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares 685 $139K 0.01% new Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S 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: 5,113 shares 5,113 $137K 0.01% new 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: 2,246 shares; 2024Q4: 2,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $137K 0.01% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,144 shares 6,144 $137K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 4,099 shares; 2025Q3: 3,931 shares; 2025Q4: 3,194 shares; 2026Q1: 2,856 shares 2,856 $135K 0.01% -338 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA 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: 1,837 shares 1,837 $134K 0.01% new Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,331 shares; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $134K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,706 shares 2,706 $133K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 865 shares 865 $131K 0.01% new Timeline IEV 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: 1,925 shares 1,925 $131K 0.01% new Timeline EMHC 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: 32,309 shares; 2025Q4: not reported; 2026Q1: 5,267 shares 5,267 $131K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518 $128K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,407 shares; 2025Q1: 779 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares 371 $127K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 231 shares 231 $127K 0.01% new Timeline XP XP INC More: the full row for XP 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: 6,617 shares 6,617 $126K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,611 shares 1,611 $124K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares 372 $122K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 1,630 shares 1,630 $121K 0.01% new 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: 2,023 shares; 2024Q4: 2,053 shares; 2025Q1: 1,773 shares; 2025Q2: 1,486 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares 612 $121K 0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,952 shares 2,952 $118K 0.01% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,606 shares 2,606 $118K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares 1,044 $117K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,337 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,911 shares 1,911 $117K 0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,040 shares 1,040 $116K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $114K 0.01% new Timeline IEUR 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: 1,613 shares 1,613 $113K 0.01% new 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: 4,678 shares; 2024Q4: 4,170 shares; 2025Q1: 3,930 shares; 2025Q2: 1,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 595 shares 595 $111K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares 542 $110K 0.01% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $109K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 754 shares 754 $109K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares 1,164 $108K 0.01% new Timeline GWX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,537 shares 2,537 $107K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 817 shares 817 $107K 0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares 436 $107K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 679 shares 679 $107K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,190 shares 1,190 $107K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697 shares 697 $105K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,398 shares 1,398 $105K 0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 297 shares 297 $105K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $103K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,509 shares 2,509 $103K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares 483 $102K 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,867 shares 1,867 $102K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 10,059 shares; 2025Q1: 9,895 shares; 2025Q2: 8,413 shares; 2025Q3: 7,363 shares; 2025Q4: 7,487 shares; 2026Q1: 1,396 shares 1,396 $101K 0.01% -6,091 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares 1,658 $101K 0.01% new Timeline