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: 2,919 shares; 2024Q4: 1,604,869 shares; 2025Q1: 741,110 shares; 2025Q2: 496,291 shares; 2025Q3: 461,841 shares; 2025Q4: 378,890 shares; 2026Q1: 346,827 shares 346,827 $88M 5.8% -32,063 Timeline IWY 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: 133,962 shares; 2024Q4: 459,585 shares; 2025Q1: not reported; 2025Q2: 322,606 shares; 2025Q3: 321,996 shares; 2025Q4: 302,455 shares; 2026Q1: 272,431 shares 272,431 $67.8M 4.47% -30,024 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: not reported; 2024Q4: 331,078 shares; 2025Q1: not reported; 2025Q2: 183,865 shares; 2025Q3: 171,477 shares; 2025Q4: 154,159 shares; 2026Q1: 149,691 shares 149,691 $55.4M 3.65% -4,468 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: 190,589 shares; 2024Q4: 851,638 shares; 2025Q1: 737,140 shares; 2025Q2: 504,233 shares; 2025Q3: 475,483 shares; 2025Q4: 533,965 shares; 2026Q1: 508,385 shares 508,385 $46M 3.03% -25,580 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: not reported; 2024Q4: 352,133 shares; 2025Q1: 339,865 shares; 2025Q2: 257,341 shares; 2025Q3: 247,246 shares; 2025Q4: 207,684 shares; 2026Q1: 211,219 shares 211,219 $44M 2.9% +3,535 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364,542 shares; 2025Q1: 388,172 shares; 2025Q2: 241,794 shares; 2025Q3: 233,144 shares; 2025Q4: 248,106 shares; 2026Q1: 248,008 shares 248,008 $43.3M 2.85% -98 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435,478 shares; 2025Q1: 359,794 shares; 2025Q2: 270,510 shares; 2025Q3: 255,505 shares; 2025Q4: 174,967 shares; 2026Q1: 139,375 shares 139,375 $43.1M 2.84% -35,592 Timeline IWX 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: 237,753 shares; 2024Q4: 717,934 shares; 2025Q1: not reported; 2025Q2: 532,559 shares; 2025Q3: 545,667 shares; 2025Q4: 508,406 shares; 2026Q1: 459,948 shares 459,948 $42.6M 2.81% -48,458 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,722 shares; 2024Q4: 298,260 shares; 2025Q1: not reported; 2025Q2: 278,757 shares; 2025Q3: 290,834 shares; 2025Q4: 262,626 shares; 2026Q1: 261,202 shares 261,202 $38.1M 2.51% -1,424 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: 735 shares; 2024Q4: 139,846 shares; 2025Q1: not reported; 2025Q2: 50,232 shares; 2025Q3: 44,257 shares; 2025Q4: 50,452 shares; 2026Q1: 54,435 shares 54,435 $35.6M 2.34% +3,983 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: 204,560 shares; 2024Q4: 1,020,473 shares; 2025Q1: not reported; 2025Q2: 616,915 shares; 2025Q3: 455,385 shares; 2025Q4: 370,967 shares; 2026Q1: 324,807 shares 324,807 $32.2M 2.12% -46,160 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255,890 shares; 2025Q1: 221,159 shares; 2025Q2: 150,546 shares; 2025Q3: 136,204 shares; 2025Q4: 114,791 shares; 2026Q1: 107,695 shares 107,695 $31M 2.04% -7,096 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: not reported; 2024Q4: 217,752 shares; 2025Q1: 180,556 shares; 2025Q2: 117,632 shares; 2025Q3: 107,425 shares; 2025Q4: 100,410 shares; 2026Q1: 94,611 shares 94,611 $27.8M 1.83% -5,799 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,151 shares; 2025Q4: 275,274 shares; 2026Q1: 323,211 shares 323,211 $25M 1.65% +47,937 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196,676 shares; 2025Q1: 161,235 shares; 2025Q2: 113,739 shares; 2025Q3: 108,273 shares; 2025Q4: 79,305 shares; 2026Q1: 81,141 shares 81,141 $23.3M 1.53% +1,836 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,194 shares; 2024Q4: 197,924 shares; 2025Q1: not reported; 2025Q2: 179,397 shares; 2025Q3: 190,430 shares; 2025Q4: 185,968 shares; 2026Q1: 177,337 shares 177,337 $22.7M 1.5% -8,631 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: not reported; 2024Q4: 83,723 shares; 2025Q1: 78,791 shares; 2025Q2: 51,953 shares; 2025Q3: 41,956 shares; 2025Q4: 35,942 shares; 2026Q1: 33,330 shares 33,330 $21.7M 1.43% -2,612 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,585 shares; 2025Q1: not reported; 2025Q2: 36,247 shares; 2025Q3: 33,191 shares; 2025Q4: 30,372 shares; 2026Q1: 30,338 shares 30,338 $18.1M 1.19% -34 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,415 shares; 2025Q1: 53,529 shares; 2025Q2: 32,961 shares; 2025Q3: 32,400 shares; 2025Q4: 32,189 shares; 2026Q1: 30,777 shares 30,777 $17.6M 1.16% -1,412 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: 99,038 shares; 2024Q4: 408,509 shares; 2025Q1: 389,182 shares; 2025Q2: 327,570 shares; 2025Q3: 298,193 shares; 2025Q4: 247,743 shares; 2026Q1: 226,485 shares 226,485 $15.8M 1.04% -21,258 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: not reported; 2024Q4: 91,048 shares; 2025Q1: 83,297 shares; 2025Q2: 59,157 shares; 2025Q3: 56,546 shares; 2025Q4: 54,502 shares; 2026Q1: 52,089 shares 52,089 $15.7M 1.04% -2,413 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,850 shares; 2024Q4: 142,279 shares; 2025Q1: 175,348 shares; 2025Q2: 150,468 shares; 2025Q3: 147,326 shares; 2025Q4: 151,788 shares; 2026Q1: 146,804 shares 146,804 $14.7M 0.97% -4,984 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: not reported; 2024Q4: 155,052 shares; 2025Q1: 163,088 shares; 2025Q2: 108,634 shares; 2025Q3: 98,327 shares; 2025Q4: 88,208 shares; 2026Q1: 78,407 shares 78,407 $13.3M 0.88% -9,801 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: not reported; 2024Q4: 257,532 shares; 2025Q1: 215,679 shares; 2025Q2: 102,349 shares; 2025Q3: 93,857 shares; 2025Q4: 68,663 shares; 2026Q1: 58,289 shares 58,289 $12.7M 0.84% -10,374 Timeline DFIS 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: 243,506 shares; 2025Q2: 181,778 shares; 2025Q3: 214,072 shares; 2025Q4: 347,306 shares; 2026Q1: 361,836 shares 361,836 $12.2M 0.8% +14,530 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: not reported; 2024Q4: 407,902 shares; 2025Q1: 331,139 shares; 2025Q2: 213,788 shares; 2025Q3: 201,008 shares; 2025Q4: 171,098 shares; 2026Q1: 155,625 shares 155,625 $12.1M 0.8% -15,473 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: not reported; 2024Q4: 92,940 shares; 2025Q1: not reported; 2025Q2: 50,916 shares; 2025Q3: 48,467 shares; 2025Q4: 45,859 shares; 2026Q1: 35,412 shares 35,412 $11.6M 0.77% -10,447 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,164 shares; 2025Q1: 14,510 shares; 2025Q2: 10,633 shares; 2025Q3: 10,260 shares; 2025Q4: 117,427 shares; 2026Q1: 116,128 shares 116,128 $11.2M 0.74% -1,299 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: 45,012 shares; 2025Q1: not reported; 2025Q2: 32,941 shares; 2025Q3: 31,849 shares; 2025Q4: 31,999 shares; 2026Q1: 31,642 shares 31,642 $10.2M 0.67% -357 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: not reported; 2024Q4: 117,716 shares; 2025Q1: not reported; 2025Q2: 62,066 shares; 2025Q3: 57,629 shares; 2025Q4: 51,291 shares; 2026Q1: 48,376 shares 48,376 $10M 0.66% -2,915 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: not reported; 2024Q4: 15,914 shares; 2025Q1: not reported; 2025Q2: 7,098 shares; 2025Q3: 7,918 shares; 2025Q4: 9,530 shares; 2026Q1: 10,775 shares 10,775 $9.91M 0.65% +1,245 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: not reported; 2024Q4: 44,127 shares; 2025Q1: 44,546 shares; 2025Q2: 27,563 shares; 2025Q3: 26,826 shares; 2025Q4: 22,728 shares; 2026Q1: 20,678 shares 20,678 $9.91M 0.65% -2,050 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: not reported; 2024Q4: 59,118 shares; 2025Q1: 59,148 shares; 2025Q2: 28,088 shares; 2025Q3: 24,072 shares; 2025Q4: 23,811 shares; 2026Q1: 26,202 shares 26,202 $9.74M 0.64% +2,391 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: 49,638 shares; 2025Q1: 42,728 shares; 2025Q2: 31,220 shares; 2025Q3: 29,725 shares; 2025Q4: 29,243 shares; 2026Q1: 27,166 shares 27,166 $9.72M 0.64% -2,077 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: 2,222 shares; 2024Q4: 122,801 shares; 2025Q1: 100,033 shares; 2025Q2: 73,952 shares; 2025Q3: 57,397 shares; 2025Q4: 46,205 shares; 2026Q1: 47,736 shares 47,736 $9.16M 0.6% +1,531 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: not reported; 2024Q4: 220,832 shares; 2025Q1: not reported; 2025Q2: 116,794 shares; 2025Q3: 106,774 shares; 2025Q4: 88,147 shares; 2026Q1: 73,131 shares 73,131 $9.09M 0.6% -15,016 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,970 shares; 2025Q1: 19,585 shares; 2025Q2: 15,603 shares; 2025Q3: 13,257 shares; 2025Q4: 12,257 shares; 2026Q1: 8,911 shares 8,911 $8.88M 0.58% -3,346 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: 84,540 shares; 2025Q1: not reported; 2025Q2: 40,996 shares; 2025Q3: 38,021 shares; 2025Q4: 38,280 shares; 2026Q1: 33,750 shares 33,750 $8.19M 0.54% -4,530 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: not reported; 2024Q4: 15,595 shares; 2025Q1: 30,505 shares; 2025Q2: 22,511 shares; 2025Q3: 24,248 shares; 2025Q4: 22,422 shares; 2026Q1: 23,873 shares 23,873 $8.16M 0.54% +1,451 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: not reported; 2024Q4: 166,641 shares; 2025Q1: not reported; 2025Q2: 79,871 shares; 2025Q3: 76,608 shares; 2025Q4: 60,424 shares; 2026Q1: 56,372 shares 56,372 $8.14M 0.54% -4,052 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: 54,498 shares; 2025Q1: 44,070 shares; 2025Q2: 30,763 shares; 2025Q3: 28,351 shares; 2025Q4: 27,712 shares; 2026Q1: 25,063 shares 25,063 $7.97M 0.53% -2,649 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,384 shares; 2025Q1: not reported; 2025Q2: 71,806 shares; 2025Q3: 70,578 shares; 2025Q4: 62,377 shares; 2026Q1: 49,220 shares 49,220 $7.86M 0.52% -13,157 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,861 shares; 2025Q1: 94,594 shares; 2025Q2: 59,969 shares; 2025Q3: 54,825 shares; 2025Q4: 57,721 shares; 2026Q1: 51,803 shares 51,803 $7.62M 0.5% -5,918 Timeline GVI 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: 139,076 shares; 2025Q1: not reported; 2025Q2: 53,964 shares; 2025Q3: 65,328 shares; 2025Q4: 72,509 shares; 2026Q1: 71,227 shares 71,227 $7.6M 0.5% -1,282 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,578 shares; 2025Q1: 248,034 shares; 2025Q2: 237,109 shares; 2025Q3: 209,355 shares; 2025Q4: 191,237 shares; 2026Q1: 222,544 shares 222,544 $7.46M 0.49% +31,307 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: not reported; 2024Q4: 94,526 shares; 2025Q1: not reported; 2025Q2: 50,461 shares; 2025Q3: 53,319 shares; 2025Q4: 51,691 shares; 2026Q1: 45,847 shares 45,847 $7.12M 0.47% -5,844 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: 40,257 shares; 2024Q4: 177,094 shares; 2025Q1: not reported; 2025Q2: 126,098 shares; 2025Q3: 76,172 shares; 2025Q4: 77,521 shares; 2026Q1: 66,978 shares 66,978 $7.11M 0.47% -10,543 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: not reported; 2024Q4: 71,949 shares; 2025Q1: not reported; 2025Q2: 33,224 shares; 2025Q3: 30,463 shares; 2025Q4: 29,554 shares; 2026Q1: 28,629 shares 28,629 $7M 0.46% -925 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: not reported; 2024Q4: 113,887 shares; 2025Q1: not reported; 2025Q2: 48,768 shares; 2025Q3: 41,478 shares; 2025Q4: 37,250 shares; 2026Q1: 28,018 shares 28,018 $6.79M 0.45% -9,232 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: 72,492 shares; 2025Q1: not reported; 2025Q2: 36,497 shares; 2025Q3: 30,775 shares; 2025Q4: 25,368 shares; 2026Q1: 19,182 shares 19,182 $6.62M 0.44% -6,186 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: not reported; 2024Q4: 278,293 shares; 2025Q1: 190,786 shares; 2025Q2: 101,911 shares; 2025Q3: 90,380 shares; 2025Q4: 82,456 shares; 2026Q1: 70,980 shares 70,980 $6.59M 0.43% -11,476 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,344 shares; 2025Q1: not reported; 2025Q2: 78,742 shares; 2025Q3: 67,967 shares; 2025Q4: 67,983 shares; 2026Q1: 67,426 shares 67,426 $6.55M 0.43% -557 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 355,834 shares; 2025Q1: not reported; 2025Q2: 305,559 shares; 2025Q3: 282,753 shares; 2025Q4: 283,866 shares; 2026Q1: 260,067 shares 260,067 $6.44M 0.42% -23,799 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: 154,586 shares; 2025Q1: not reported; 2025Q2: 78,310 shares; 2025Q3: 57,911 shares; 2025Q4: 54,305 shares; 2026Q1: 51,316 shares 51,316 $6.38M 0.42% -2,989 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: 25,436 shares; 2025Q1: not reported; 2025Q2: 28,255 shares; 2025Q3: 28,234 shares; 2025Q4: 27,011 shares; 2026Q1: 29,754 shares 29,754 $6.36M 0.42% +2,743 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: 73,301 shares; 2025Q1: not reported; 2025Q2: 39,660 shares; 2025Q3: 36,918 shares; 2025Q4: 27,914 shares; 2026Q1: 25,557 shares 25,557 $6.34M 0.42% -2,357 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: 24,363 shares; 2025Q1: 18,171 shares; 2025Q2: 15,234 shares; 2025Q3: 14,372 shares; 2025Q4: 13,387 shares; 2026Q1: 13,718 shares 13,718 $6.32M 0.42% +331 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: 20,713 shares; 2025Q1: 27,691 shares; 2025Q2: 28,542 shares; 2025Q3: 27,483 shares; 2025Q4: 26,328 shares; 2026Q1: 45,796 shares 45,796 $6M 0.4% +19,468 Timeline IQLT 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: 275,497 shares; 2025Q1: 227,843 shares; 2025Q2: 203,938 shares; 2025Q3: 151,002 shares; 2025Q4: 146,152 shares; 2026Q1: 127,186 shares 127,186 $5.88M 0.39% -18,966 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: not reported; 2024Q4: 107,136 shares; 2025Q1: 92,183 shares; 2025Q2: 55,086 shares; 2025Q3: 63,109 shares; 2025Q4: 50,478 shares; 2026Q1: 47,708 shares 47,708 $5.74M 0.38% -2,770 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: 92,485 shares; 2025Q1: not reported; 2025Q2: 68,442 shares; 2025Q3: 69,956 shares; 2025Q4: 72,578 shares; 2026Q1: 75,201 shares 75,201 $5.72M 0.38% +2,623 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: 73,880 shares; 2025Q1: not reported; 2025Q2: 36,277 shares; 2025Q3: 32,074 shares; 2025Q4: 28,816 shares; 2026Q1: 24,529 shares 24,529 $5.54M 0.37% -4,287 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: not reported; 2024Q4: 42,465 shares; 2025Q1: 50,646 shares; 2025Q2: 51,689 shares; 2025Q3: 50,663 shares; 2025Q4: 66,352 shares; 2026Q1: 82,842 shares 82,842 $5.47M 0.36% +16,490 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: not reported; 2024Q4: 272,413 shares; 2025Q1: 225,249 shares; 2025Q2: 89,456 shares; 2025Q3: 82,085 shares; 2025Q4: 61,881 shares; 2026Q1: 51,977 shares 51,977 $5.34M 0.35% -9,904 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,165 shares; 2025Q1: 179,058 shares; 2025Q2: 86,484 shares; 2025Q3: 74,625 shares; 2025Q4: 54,577 shares; 2026Q1: 52,659 shares 52,659 $5.3M 0.35% -1,918 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: 71,385 shares; 2025Q1: not reported; 2025Q2: 41,877 shares; 2025Q3: 34,813 shares; 2025Q4: 22,324 shares; 2026Q1: 12,224 shares 12,224 $5.21M 0.34% -10,100 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: 22,677 shares; 2025Q1: 36,570 shares; 2025Q2: 30,206 shares; 2025Q3: 31,897 shares; 2025Q4: 36,087 shares; 2026Q1: 39,176 shares 39,176 $5.17M 0.34% +3,089 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: 745 shares; 2025Q2: 766 shares; 2025Q3: 799 shares; 2025Q4: 984 shares; 2026Q1: 1,185 shares 1,185 $4.99M 0.33% +201 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,983 shares; 2024Q4: 82,387 shares; 2025Q1: not reported; 2025Q2: 63,899 shares; 2025Q3: 63,478 shares; 2025Q4: 60,521 shares; 2026Q1: 60,367 shares 60,367 $4.73M 0.31% -154 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: 40,344 shares; 2025Q1: 37,304 shares; 2025Q2: 25,693 shares; 2025Q3: 27,563 shares; 2025Q4: 30,062 shares; 2026Q1: 31,923 shares 31,923 $4.67M 0.31% +1,861 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: 101,838 shares; 2025Q1: 68,006 shares; 2025Q2: 47,003 shares; 2025Q3: 40,113 shares; 2025Q4: 35,888 shares; 2026Q1: 29,005 shares 29,005 $4.56M 0.3% -6,883 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,456 shares; 2025Q1: 133,287 shares; 2025Q2: 144,776 shares; 2025Q3: 148,227 shares; 2025Q4: 161,131 shares; 2026Q1: 173,913 shares 173,913 $4.54M 0.3% +12,782 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: not reported; 2024Q4: 42,270 shares; 2025Q1: not reported; 2025Q2: 22,771 shares; 2025Q3: 22,796 shares; 2025Q4: 16,926 shares; 2026Q1: 14,238 shares 14,238 $4.43M 0.29% -2,688 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: not reported; 2024Q4: 16,989 shares; 2025Q1: 20,382 shares; 2025Q2: 9,127 shares; 2025Q3: 7,198 shares; 2025Q4: 6,587 shares; 2026Q1: 7,665 shares 7,665 $4.42M 0.29% +1,078 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,392 shares; 2025Q1: not reported; 2025Q2: 22,482 shares; 2025Q3: 17,892 shares; 2025Q4: 16,579 shares; 2026Q1: 195,077 shares 195,077 $4.39M 0.29% +178,498 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: 86,490 shares 86,490 $4.38M 0.29% new 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: not reported; 2024Q4: 107,587 shares; 2025Q1: not reported; 2025Q2: 74,157 shares; 2025Q3: 71,609 shares; 2025Q4: 70,211 shares; 2026Q1: 67,774 shares 67,774 $4.34M 0.29% -2,437 Timeline VLUE 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: 92,836 shares; 2025Q1: 70,191 shares; 2025Q2: 47,935 shares; 2025Q3: 39,505 shares; 2025Q4: 28,906 shares; 2026Q1: 30,523 shares 30,523 $4.34M 0.29% +1,617 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: not reported; 2024Q4: 4,365 shares; 2025Q1: 12,163 shares; 2025Q2: 15,221 shares; 2025Q3: 20,845 shares; 2025Q4: 37,000 shares; 2026Q1: 48,074 shares 48,074 $4.33M 0.29% +11,074 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,405 shares; 2025Q2: 13,987 shares; 2025Q3: 16,497 shares; 2025Q4: 30,563 shares; 2026Q1: 51,775 shares 51,775 $4.24M 0.28% +21,212 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,149 shares; 2025Q1: 29,125 shares; 2025Q2: 26,681 shares; 2025Q3: 26,789 shares; 2025Q4: 21,898 shares; 2026Q1: 18,291 shares 18,291 $4.2M 0.28% -3,607 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: not reported; 2024Q4: 78,545 shares; 2025Q1: 63,918 shares; 2025Q2: 39,839 shares; 2025Q3: 38,655 shares; 2025Q4: 28,755 shares; 2026Q1: 20,852 shares 20,852 $4.13M 0.27% -7,903 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 4,121 shares; 2025Q2: 4,333 shares; 2025Q3: 4,345 shares; 2025Q4: 6,246 shares; 2026Q1: 7,335 shares 7,335 $4.12M 0.27% +1,089 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: not reported; 2024Q4: 197,057 shares; 2025Q1: not reported; 2025Q2: 86,743 shares; 2025Q3: 79,311 shares; 2025Q4: 78,636 shares; 2026Q1: 76,019 shares 76,019 $4.11M 0.27% -2,617 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,661 shares; 2025Q1: 25,351 shares; 2025Q2: 13,648 shares; 2025Q3: 13,753 shares; 2025Q4: 8,815 shares; 2026Q1: 9,135 shares 9,135 $3.93M 0.26% +320 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: 18,009 shares; 2025Q1: 13,326 shares; 2025Q2: 7,670 shares; 2025Q3: 6,033 shares; 2025Q4: 5,744 shares; 2026Q1: 4,588 shares 4,588 $3.88M 0.26% -1,156 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,164 shares; 2025Q1: 37,598 shares; 2025Q2: 35,469 shares; 2025Q3: 33,487 shares; 2025Q4: 66,410 shares; 2026Q1: 96,060 shares 96,060 $3.88M 0.26% +29,650 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,004 shares; 2025Q1: 41,031 shares; 2025Q2: 30,520 shares; 2025Q3: 28,287 shares; 2025Q4: 19,913 shares; 2026Q1: 15,552 shares 15,552 $3.84M 0.25% -4,361 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,353 shares; 2025Q1: not reported; 2025Q2: 35,296 shares; 2025Q3: 37,085 shares; 2025Q4: 29,779 shares; 2026Q1: 27,346 shares 27,346 $3.81M 0.25% -2,433 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,885 shares; 2025Q1: not reported; 2025Q2: 71,413 shares; 2025Q3: 64,205 shares; 2025Q4: 56,019 shares; 2026Q1: 52,839 shares 52,839 $3.62M 0.24% -3,180 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: 87,294 shares; 2025Q1: not reported; 2025Q2: 66,361 shares; 2025Q3: 71,399 shares; 2025Q4: 61,995 shares; 2026Q1: 59,578 shares 59,578 $3.61M 0.24% -2,417 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: 5,359 shares; 2025Q1: 5,333 shares; 2025Q2: 3,895 shares; 2025Q3: 9,159 shares; 2025Q4: 22,734 shares; 2026Q1: 28,387 shares 28,387 $3.59M 0.24% +5,653 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: 1,340 shares; 2025Q1: not reported; 2025Q2: 7,709 shares; 2025Q3: 7,887 shares; 2025Q4: 8,293 shares; 2026Q1: 9,344 shares 9,344 $3.39M 0.22% +1,051 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,377 shares; 2025Q1: 54,362 shares; 2025Q2: 36,360 shares; 2025Q3: 31,845 shares; 2025Q4: 27,330 shares; 2026Q1: 20,647 shares 20,647 $3.35M 0.22% -6,683 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: not reported; 2024Q4: 15,416 shares; 2025Q1: 18,327 shares; 2025Q2: 13,974 shares; 2025Q3: 12,444 shares; 2025Q4: 12,444 shares; 2026Q1: 6,691 shares 6,691 $3.34M 0.22% -5,753 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: 119,523 shares; 2025Q1: 77,126 shares; 2025Q2: 52,520 shares; 2025Q3: 44,650 shares; 2025Q4: 41,059 shares; 2026Q1: 29,636 shares 29,636 $3.33M 0.22% -11,423 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: 8,867 shares; 2025Q1: 7,824 shares; 2025Q2: 5,340 shares; 2025Q3: 9,796 shares; 2025Q4: 21,994 shares; 2026Q1: 25,150 shares 25,150 $3.32M 0.22% +3,156 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: not reported; 2025Q2: 13,848 shares; 2025Q3: 14,083 shares; 2025Q4: 17,395 shares; 2026Q1: 21,309 shares 21,309 $3.31M 0.22% +3,914 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,644 shares; 2025Q1: not reported; 2025Q2: 19,574 shares; 2025Q3: 17,899 shares; 2025Q4: 15,798 shares; 2026Q1: 14,984 shares 14,984 $3.22M 0.21% -814 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: 10,680 shares; 2025Q1: 6,972 shares; 2025Q2: 4,371 shares; 2025Q3: 4,103 shares; 2025Q4: 3,698 shares; 2026Q1: 3,341 shares 3,341 $3.21M 0.21% -357 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: not reported; 2024Q4: 78,679 shares; 2025Q1: not reported; 2025Q2: 31,345 shares; 2025Q3: 27,737 shares; 2025Q4: 23,796 shares; 2026Q1: 18,369 shares 18,369 $3.19M 0.21% -5,427 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: not reported; 2024Q4: 159,774 shares; 2025Q1: not reported; 2025Q2: 69,753 shares; 2025Q3: 62,180 shares; 2025Q4: 51,838 shares; 2026Q1: 42,853 shares 42,853 $3.1M 0.2% -8,985 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: not reported; 2024Q4: 17,321 shares; 2025Q1: not reported; 2025Q2: 8,457 shares; 2025Q3: 8,344 shares; 2025Q4: 8,840 shares; 2026Q1: 8,695 shares 8,695 $3.1M 0.2% -145 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: not reported; 2024Q4: 7,449 shares; 2025Q1: 14,306 shares; 2025Q2: 13,591 shares; 2025Q3: 13,512 shares; 2025Q4: 14,060 shares; 2026Q1: 14,790 shares 14,790 $3.07M 0.2% +730 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: 4,411 shares; 2025Q1: 9,340 shares; 2025Q2: 8,387 shares; 2025Q3: 8,346 shares; 2025Q4: 9,642 shares; 2026Q1: 10,368 shares 10,368 $3.06M 0.2% +726 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,568 shares; 2025Q2: 1,583 shares; 2025Q3: 2,782 shares; 2025Q4: 11,454 shares; 2026Q1: 17,529 shares 17,529 $3.06M 0.2% +6,075 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,029 shares; 2025Q1: 4,502 shares; 2025Q2: 5,362 shares; 2025Q3: 6,992 shares; 2025Q4: 12,413 shares; 2026Q1: 15,998 shares 15,998 $3.04M 0.2% +3,585 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 105,153 shares; 2026Q1: 126,848 shares 126,848 $3M 0.2% +21,695 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: not reported; 2024Q4: 123,183 shares; 2025Q1: 77,173 shares; 2025Q2: 54,411 shares; 2025Q3: 46,816 shares; 2025Q4: 41,964 shares; 2026Q1: 33,494 shares 33,494 $2.9M 0.19% -8,470 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: not reported; 2024Q4: 57,752 shares; 2025Q1: 31,206 shares; 2025Q2: 23,221 shares; 2025Q3: 21,118 shares; 2025Q4: 26,105 shares; 2026Q1: 23,959 shares 23,959 $2.83M 0.19% -2,146 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: not reported; 2024Q4: 111,311 shares; 2025Q1: not reported; 2025Q2: 85,798 shares; 2025Q3: 50,376 shares; 2025Q4: 49,488 shares; 2026Q1: 49,472 shares 49,472 $2.81M 0.19% -16 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,007 shares; 2025Q1: 11,317 shares; 2025Q2: not reported; 2025Q3: 16,060 shares; 2025Q4: 51,486 shares; 2026Q1: 57,197 shares 57,197 $2.8M 0.18% +5,711 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: 8,690 shares; 2025Q1: not reported; 2025Q2: 11,279 shares; 2025Q3: 11,358 shares; 2025Q4: 12,252 shares; 2026Q1: 12,727 shares 12,727 $2.79M 0.18% +475 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 522,919 shares; 2025Q1: not reported; 2025Q2: 168,082 shares; 2025Q3: 143,238 shares; 2025Q4: 118,047 shares; 2026Q1: 94,319 shares 94,319 $2.65M 0.17% -23,728 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,114 shares; 2025Q1: 26,131 shares; 2025Q2: 20,865 shares; 2025Q3: 16,749 shares; 2025Q4: 16,700 shares; 2026Q1: 8,938 shares 8,938 $2.62M 0.17% -7,762 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,315 shares; 2025Q1: not reported; 2025Q2: 25,535 shares; 2025Q3: 17,196 shares; 2025Q4: 14,683 shares; 2026Q1: 13,563 shares 13,563 $2.57M 0.17% -1,120 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,164 shares; 2025Q1: 32,207 shares; 2025Q2: 18,338 shares; 2025Q3: 16,470 shares; 2025Q4: 11,858 shares; 2026Q1: 8,726 shares 8,726 $2.53M 0.17% -3,132 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,801 shares; 2025Q1: not reported; 2025Q2: 23,920 shares; 2025Q3: 22,216 shares; 2025Q4: 16,592 shares; 2026Q1: 13,365 shares 13,365 $2.53M 0.17% -3,227 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: 17,613 shares; 2025Q3: 18,420 shares; 2025Q4: 21,922 shares; 2026Q1: 27,491 shares 27,491 $2.53M 0.17% +5,569 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,575 shares; 2025Q1: 39,015 shares; 2025Q2: 27,749 shares; 2025Q3: 22,648 shares; 2025Q4: 17,348 shares; 2026Q1: 12,869 shares 12,869 $2.52M 0.17% -4,479 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,650 shares; 2025Q1: 102,449 shares; 2025Q2: 66,196 shares; 2025Q3: 64,680 shares; 2025Q4: 58,351 shares; 2026Q1: 51,688 shares 51,688 $2.52M 0.17% -6,663 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218,336 shares; 2025Q1: not reported; 2025Q2: 63,587 shares; 2025Q3: 58,617 shares; 2025Q4: 42,675 shares; 2026Q1: 37,170 shares 37,170 $2.51M 0.17% -5,505 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: 143,741 shares; 2025Q1: 145,423 shares; 2025Q2: 124,518 shares; 2025Q3: 105,226 shares; 2025Q4: 84,373 shares; 2026Q1: 86,477 shares 86,477 $2.51M 0.17% +2,104 Timeline XPH 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: 6,218 shares; 2025Q1: 32,933 shares; 2025Q2: 41,012 shares; 2025Q3: 41,689 shares; 2025Q4: 43,450 shares; 2026Q1: 45,668 shares 45,668 $2.47M 0.16% +2,218 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: not reported; 2024Q4: 38,511 shares; 2025Q1: 37,479 shares; 2025Q2: 23,093 shares; 2025Q3: 23,063 shares; 2025Q4: 13,645 shares; 2026Q1: 12,773 shares 12,773 $2.46M 0.16% -872 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: 31,442 shares; 2025Q1: not reported; 2025Q2: 12,095 shares; 2025Q3: 11,047 shares; 2025Q4: 8,941 shares; 2026Q1: 7,373 shares 7,373 $2.42M 0.16% -1,568 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: 59,021 shares 59,021 $2.35M 0.15% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,377 shares; 2025Q4: 23,924 shares; 2026Q1: 23,005 shares 23,005 $2.24M 0.15% -919 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: not reported; 2024Q4: 27,918 shares; 2025Q1: not reported; 2025Q2: 12,509 shares; 2025Q3: 10,019 shares; 2025Q4: 10,026 shares; 2026Q1: 8,266 shares 8,266 $2.17M 0.14% -1,760 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 6,059 shares; 2025Q3: 7,060 shares; 2025Q4: 10,456 shares; 2026Q1: 11,829 shares 11,829 $2.12M 0.14% +1,373 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: not reported; 2024Q4: 60,467 shares; 2025Q1: not reported; 2025Q2: 25,764 shares; 2025Q3: 15,752 shares; 2025Q4: 15,089 shares; 2026Q1: 14,367 shares 14,367 $2.09M 0.14% -722 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: not reported; 2024Q4: 45,150 shares; 2025Q1: 35,862 shares; 2025Q2: 22,140 shares; 2025Q3: 22,193 shares; 2025Q4: 17,134 shares; 2026Q1: 16,951 shares 16,951 $2.01M 0.13% -183 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: 44,057 shares; 2025Q1: 31,744 shares; 2025Q2: 12,226 shares; 2025Q3: 12,678 shares; 2025Q4: 12,210 shares; 2026Q1: 9,879 shares 9,879 $2.01M 0.13% -2,331 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,641 shares; 2025Q1: not reported; 2025Q2: 4,562 shares; 2025Q3: 2,831 shares; 2025Q4: 2,762 shares; 2026Q1: 2,753 shares 2,753 $2.01M 0.13% -9 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,978 shares; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 3,318 shares; 2025Q4: 3,312 shares; 2026Q1: 2,813 shares 2,813 $1.99M 0.13% -499 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: 42,791 shares; 2025Q1: 30,380 shares; 2025Q2: 27,658 shares; 2025Q3: 26,714 shares; 2025Q4: 19,927 shares; 2026Q1: 17,444 shares 17,444 $1.95M 0.13% -2,483 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: not reported; 2024Q4: 25,707 shares; 2025Q1: 17,053 shares; 2025Q2: 16,459 shares; 2025Q3: 16,863 shares; 2025Q4: 12,682 shares; 2026Q1: 6,776 shares 6,776 $1.86M 0.12% -5,906 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,152 shares; 2025Q1: 17,193 shares; 2025Q2: 20,222 shares; 2025Q3: 26,784 shares; 2025Q4: 42,395 shares; 2026Q1: 56,159 shares 56,159 $1.84M 0.12% +13,764 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: not reported; 2024Q4: 112,480 shares; 2025Q1: not reported; 2025Q2: 63,885 shares; 2025Q3: 62,138 shares; 2025Q4: 38,527 shares; 2026Q1: 27,916 shares 27,916 $1.8M 0.12% -10,611 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: not reported; 2024Q4: 23,752 shares; 2025Q1: 22,495 shares; 2025Q2: 17,725 shares; 2025Q3: 14,899 shares; 2025Q4: 13,572 shares; 2026Q1: 6,631 shares 6,631 $1.79M 0.12% -6,941 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: not reported; 2024Q4: 167,233 shares; 2025Q1: 127,402 shares; 2025Q2: 95,607 shares; 2025Q3: 83,971 shares; 2025Q4: 72,134 shares; 2026Q1: 61,961 shares 61,961 $1.78M 0.12% -10,173 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 10,195 shares; 2025Q3: 13,326 shares; 2025Q4: 14,977 shares; 2026Q1: 15,977 shares 15,977 $1.77M 0.12% +1,000 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: not reported; 2024Q4: 86,454 shares; 2025Q1: 83,360 shares; 2025Q2: 55,328 shares; 2025Q3: 47,738 shares; 2025Q4: 36,832 shares; 2026Q1: 34,966 shares 34,966 $1.76M 0.12% -1,866 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,055 shares; 2025Q1: 6,254 shares; 2025Q2: 4,009 shares; 2025Q3: 3,998 shares; 2025Q4: 3,961 shares; 2026Q1: 3,930 shares 3,930 $1.75M 0.12% -31 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: not reported; 2024Q4: 25,886 shares; 2025Q1: 14,937 shares; 2025Q2: 8,577 shares; 2025Q3: 8,493 shares; 2025Q4: 8,315 shares; 2026Q1: 4,959 shares 4,959 $1.75M 0.11% -3,356 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,326 shares; 2025Q1: not reported; 2025Q2: 16,817 shares; 2025Q3: 25,326 shares; 2025Q4: 18,180 shares; 2026Q1: 15,379 shares 15,379 $1.7M 0.11% -2,801 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: 86,750 shares; 2025Q1: not reported; 2025Q2: 29,837 shares; 2025Q3: 25,349 shares; 2025Q4: 23,576 shares; 2026Q1: 17,972 shares 17,972 $1.69M 0.11% -5,604 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: not reported; 2024Q4: 25,530 shares; 2025Q1: 18,297 shares; 2025Q2: 10,182 shares; 2025Q3: 10,000 shares; 2025Q4: 9,030 shares; 2026Q1: 8,301 shares 8,301 $1.69M 0.11% -729 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 107,089 shares 107,089 $1.68M 0.11% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,502,645 shares; 2025Q1: 3,501,904 shares; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 480 shares; 2026Q1: 4,204 shares 4,204 $1.67M 0.11% +3,724 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: not reported; 2024Q4: 29,286 shares; 2025Q1: 25,701 shares; 2025Q2: 18,378 shares; 2025Q3: 17,031 shares; 2025Q4: 16,520 shares; 2026Q1: 12,570 shares 12,570 $1.67M 0.11% -3,950 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 4,709 shares; 2025Q4: 11,722 shares; 2026Q1: 10,872 shares 10,872 $1.65M 0.11% -850 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,433 shares; 2025Q1: 22,014 shares; 2025Q2: 13,169 shares; 2025Q3: 10,635 shares; 2025Q4: 8,672 shares; 2026Q1: 6,507 shares 6,507 $1.63M 0.11% -2,165 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: 20,923 shares; 2025Q1: not reported; 2025Q2: 13,062 shares; 2025Q3: 11,521 shares; 2025Q4: 10,151 shares; 2026Q1: 9,969 shares 9,969 $1.6M 0.11% -182 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,749 shares; 2025Q1: 3,651 shares; 2025Q2: 1,871 shares; 2025Q3: 1,807 shares; 2025Q4: 1,785 shares; 2026Q1: 1,756 shares 1,756 $1.52M 0.1% -29 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,076 shares; 2025Q1: 49,918 shares; 2025Q2: 23,988 shares; 2025Q3: 16,780 shares; 2025Q4: 16,489 shares; 2026Q1: 16,422 shares 16,422 $1.5M 0.1% -67 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: not reported; 2024Q4: 63,931 shares; 2025Q1: 39,899 shares; 2025Q2: 26,962 shares; 2025Q3: 21,276 shares; 2025Q4: 14,741 shares; 2026Q1: 10,218 shares 10,218 $1.48M 0.1% -4,523 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,618 shares; 2025Q1: 17,464 shares; 2025Q2: 11,518 shares; 2025Q3: 10,143 shares; 2025Q4: 10,143 shares; 2026Q1: 10,015 shares 10,015 $1.46M 0.1% -128 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 16 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.09% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,411 shares; 2025Q1: not reported; 2025Q2: 4,969 shares; 2025Q3: 6,353 shares; 2025Q4: 6,497 shares; 2026Q1: 5,365 shares 5,365 $1.43M 0.09% -1,132 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: not reported; 2024Q4: 12,631 shares; 2025Q1: 11,969 shares; 2025Q2: 5,981 shares; 2025Q3: 5,415 shares; 2025Q4: 5,258 shares; 2026Q1: 4,667 shares 4,667 $1.41M 0.09% -591 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: 22,181 shares; 2025Q1: not reported; 2025Q2: 16,206 shares; 2025Q3: 13,293 shares; 2025Q4: 12,611 shares; 2026Q1: 12,324 shares 12,324 $1.4M 0.09% -287 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,787 shares; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 3,088 shares; 2025Q4: 2,525 shares; 2026Q1: 2,225 shares 2,225 $1.35M 0.09% -300 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: 135,552 shares; 2025Q1: not reported; 2025Q2: 61,503 shares; 2025Q3: 46,391 shares; 2025Q4: 34,350 shares; 2026Q1: 25,333 shares 25,333 $1.3M 0.09% -9,017 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,077 shares; 2025Q1: 9,974 shares; 2025Q2: 6,363 shares; 2025Q3: 5,813 shares; 2025Q4: 5,572 shares; 2026Q1: 5,317 shares 5,317 $1.3M 0.09% -255 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,540 shares; 2025Q1: 4,456 shares; 2025Q2: 3,244 shares; 2025Q3: 3,318 shares; 2025Q4: 3,347 shares; 2026Q1: 3,286 shares 3,286 $1.29M 0.08% -61 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: not reported; 2024Q4: 3,599 shares; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,500 shares; 2025Q4: 2,393 shares; 2026Q1: 2,273 shares 2,273 $1.28M 0.08% -120 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,467 shares; 2025Q1: 139,145 shares; 2025Q2: 67,149 shares; 2025Q3: 27,606 shares; 2025Q4: 25,781 shares; 2026Q1: 23,203 shares 23,203 $1.28M 0.08% -2,578 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: 10,032 shares; 2025Q1: not reported; 2025Q2: 7,756 shares; 2025Q3: 8,277 shares; 2025Q4: 8,458 shares; 2026Q1: 7,741 shares 7,741 $1.28M 0.08% -717 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: 34,979 shares; 2025Q1: 33,558 shares; 2025Q2: 24,678 shares; 2025Q3: 17,076 shares; 2025Q4: 12,097 shares; 2026Q1: 10,417 shares 10,417 $1.28M 0.08% -1,680 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: not reported; 2024Q4: 10,612 shares; 2025Q1: 11,369 shares; 2025Q2: 11,171 shares; 2025Q3: 10,885 shares; 2025Q4: 12,056 shares; 2026Q1: 11,461 shares 11,461 $1.27M 0.08% -595 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,163 shares; 2025Q1: 10,636 shares; 2025Q2: 7,507 shares; 2025Q3: 7,415 shares; 2025Q4: 3,061 shares; 2026Q1: 2,844 shares 2,844 $1.27M 0.08% -217 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: not reported; 2024Q4: 6,815 shares; 2025Q1: not reported; 2025Q2: 6,343 shares; 2025Q3: 6,296 shares; 2025Q4: 2,965 shares; 2026Q1: 2,575 shares 2,575 $1.27M 0.08% -390 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: 73,326 shares; 2025Q1: not reported; 2025Q2: 34,319 shares; 2025Q3: 33,060 shares; 2025Q4: 19,137 shares; 2026Q1: 13,936 shares 13,936 $1.25M 0.08% -5,201 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: not reported; 2024Q4: 6,525 shares; 2025Q1: not reported; 2025Q2: 4,416 shares; 2025Q3: 4,391 shares; 2025Q4: 4,343 shares; 2026Q1: 4,308 shares 4,308 $1.2M 0.08% -35 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: 4,520 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,172 shares; 2025Q4: 2,086 shares; 2026Q1: 1,964 shares 1,964 $1.19M 0.08% -122 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,188 shares; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 4,990 shares; 2025Q4: 4,181 shares; 2026Q1: 4,140 shares 4,140 $1.17M 0.08% -41 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 5,411 shares; 2025Q2: 2,341 shares; 2025Q3: 2,183 shares; 2025Q4: 1,932 shares; 2026Q1: 1,867 shares 1,867 $1.15M 0.08% -65 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,857 shares; 2025Q1: 14,792 shares; 2025Q2: 13,482 shares; 2025Q3: 11,309 shares; 2025Q4: 9,139 shares; 2026Q1: 14,247 shares 14,247 $1.15M 0.08% +5,108 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,372 shares; 2025Q1: not reported; 2025Q2: 57,051 shares; 2025Q3: 51,849 shares; 2025Q4: 31,762 shares; 2026Q1: 8,033 shares 8,033 $1.14M 0.08% -23,729 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: 8,956 shares; 2025Q1: 7,238 shares; 2025Q2: 3,751 shares; 2025Q3: 3,654 shares; 2025Q4: 3,637 shares; 2026Q1: 3,448 shares 3,448 $1.12M 0.07% -189 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,678 shares; 2025Q1: not reported; 2025Q2: 38,202 shares; 2025Q3: 29,631 shares; 2025Q4: 27,252 shares; 2026Q1: 18,494 shares 18,494 $1.12M 0.07% -8,758 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636,280 shares; 2025Q1: not reported; 2025Q2: 83,072 shares; 2025Q3: 64,944 shares; 2025Q4: 43,165 shares; 2026Q1: 35,586 shares 35,586 $1.08M 0.07% -7,579 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,335 shares; 2025Q1: not reported; 2025Q2: 4,266 shares; 2025Q3: 3,667 shares; 2025Q4: 3,428 shares; 2026Q1: 3,180 shares 3,180 $1.07M 0.07% -248 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,323 shares; 2025Q1: not reported; 2025Q2: 5,921 shares; 2025Q3: 5,614 shares; 2025Q4: 5,433 shares; 2026Q1: 5,397 shares 5,397 $1.07M 0.07% -36 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,038 shares; 2025Q1: not reported; 2025Q2: 64,890 shares; 2025Q3: 63,490 shares; 2025Q4: 49,768 shares; 2026Q1: 42,278 shares 42,278 $1.06M 0.07% -7,490 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: 132,607 shares; 2025Q1: not reported; 2025Q2: 31,613 shares; 2025Q3: 31,448 shares; 2025Q4: 24,181 shares; 2026Q1: 23,869 shares 23,869 $1.05M 0.07% -312 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,655 shares; 2025Q1: 19,041 shares; 2025Q2: 13,073 shares; 2025Q3: 13,073 shares; 2025Q4: 6,482 shares; 2026Q1: 4,996 shares 4,996 $1.04M 0.07% -1,486 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,022 shares; 2025Q1: not reported; 2025Q2: 16,950 shares; 2025Q3: 9,914 shares; 2025Q4: 10,373 shares; 2026Q1: 11,410 shares 11,410 $1.03M 0.07% +1,037 Timeline SPYV 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: 115,506 shares; 2025Q1: 85,753 shares; 2025Q2: 65,766 shares; 2025Q3: 61,651 shares; 2025Q4: 50,530 shares; 2026Q1: 17,922 shares 17,922 $1.01M 0.07% -32,608 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,519 shares; 2025Q1: 43,881 shares; 2025Q2: 8,739 shares; 2025Q3: 9,870 shares; 2025Q4: 21,410 shares; 2026Q1: 26,274 shares 26,274 $1.01M 0.07% +4,864 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: 32,717 shares; 2025Q1: not reported; 2025Q2: 10,903 shares; 2025Q3: 10,970 shares; 2025Q4: 10,651 shares; 2026Q1: 10,458 shares 10,458 $1.01M 0.07% -193 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: 8,810 shares; 2025Q1: not reported; 2025Q2: 12,303 shares; 2025Q3: 12,379 shares; 2025Q4: 5,284 shares; 2026Q1: 4,645 shares 4,645 $1.01M 0.07% -639 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: 36,032 shares; 2025Q1: not reported; 2025Q2: 24,738 shares; 2025Q3: 24,618 shares; 2025Q4: 24,841 shares; 2026Q1: 24,474 shares 24,474 $1M 0.07% -367 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: not reported; 2024Q4: 12,852 shares; 2025Q1: not reported; 2025Q2: 7,276 shares; 2025Q3: 7,725 shares; 2025Q4: 7,977 shares; 2026Q1: 7,720 shares 7,720 $994K 0.07% -257 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,064 shares; 2025Q1: 12,028 shares; 2025Q2: 8,278 shares; 2025Q3: 6,962 shares; 2025Q4: 6,278 shares; 2026Q1: 4,041 shares 4,041 $982K 0.06% -2,237 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,104 shares; 2025Q2: 1,745 shares; 2025Q3: 1,571 shares; 2025Q4: 1,201 shares; 2026Q1: 994 shares 994 $975K 0.06% -207 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: 14,636 shares; 2025Q1: not reported; 2025Q2: 11,471 shares; 2025Q3: 12,129 shares; 2025Q4: 9,612 shares; 2026Q1: 9,747 shares 9,747 $941K 0.06% +135 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: 3,559 shares; 2025Q1: 3,585 shares; 2025Q2: 1,345 shares; 2025Q3: 1,301 shares; 2025Q4: 1,085 shares; 2026Q1: 1,077 shares 1,077 $940K 0.06% -8 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 90,092 shares; 2025Q1: 48,516 shares; 2025Q2: 33,570 shares; 2025Q3: 31,165 shares; 2025Q4: 21,019 shares; 2026Q1: 19,097 shares 19,097 $933K 0.06% -1,922 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: not reported; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,161 shares; 2025Q4: 2,136 shares; 2026Q1: 2,135 shares 2,135 $933K 0.06% -1 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,060 shares; 2025Q1: 35,683 shares; 2025Q2: 25,784 shares; 2025Q3: 23,919 shares; 2025Q4: 15,195 shares; 2026Q1: 15,065 shares 15,065 $924K 0.06% -130 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: 5,842 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,404 shares; 2025Q4: 5,405 shares; 2026Q1: 4,433 shares 4,433 $922K 0.06% -972 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,465 shares; 2025Q1: not reported; 2025Q2: 8,398 shares; 2025Q3: 7,542 shares; 2025Q4: 6,861 shares; 2026Q1: 9,208 shares 9,208 $906K 0.06% +2,347 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,541 shares; 2025Q1: not reported; 2025Q2: 19,698 shares; 2025Q3: 18,894 shares; 2025Q4: 13,887 shares; 2026Q1: 12,610 shares 12,610 $906K 0.06% -1,277 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: not reported; 2024Q4: 157,442 shares; 2025Q1: not reported; 2025Q2: 50,756 shares; 2025Q3: 38,316 shares; 2025Q4: 26,304 shares; 2026Q1: 15,602 shares 15,602 $899K 0.06% -10,702 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: 1,584 shares; 2025Q1: 1,636 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 578 shares; 2026Q1: 1,280 shares 1,280 $893K 0.06% +702 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: not reported; 2024Q4: 14,039 shares; 2025Q1: not reported; 2025Q2: 9,247 shares; 2025Q3: 7,624 shares; 2025Q4: 3,729 shares; 2026Q1: 3,579 shares 3,579 $846K 0.06% -150 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,446 shares; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,447 shares; 2025Q4: 1,441 shares; 2026Q1: 1,384 shares 1,384 $815K 0.05% -57 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: not reported; 2024Q4: 16,269 shares; 2025Q1: 17,072 shares; 2025Q2: 8,965 shares; 2025Q3: 6,463 shares; 2025Q4: 5,463 shares; 2026Q1: 4,355 shares 4,355 $813K 0.05% -1,108 Timeline IGF 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: 42,449 shares; 2025Q1: not reported; 2025Q2: 27,425 shares; 2025Q3: 13,599 shares; 2025Q4: 13,483 shares; 2026Q1: 12,074 shares 12,074 $809K 0.05% -1,409 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 148,351 shares; 2025Q1: 8,901 shares; 2025Q2: 7,432 shares; 2025Q3: 7,308 shares; 2025Q4: 7,168 shares; 2026Q1: 6,988 shares 6,988 $804K 0.05% -180 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,072 shares; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 5,217 shares; 2025Q4: 3,257 shares; 2026Q1: 2,537 shares 2,537 $796K 0.05% -720 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: 19,443 shares; 2025Q1: 17,503 shares; 2025Q2: 4,138 shares; 2025Q3: 4,864 shares; 2025Q4: 4,760 shares; 2026Q1: 5,414 shares 5,414 $786K 0.05% +654 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: 2,608 shares; 2025Q1: 3,579 shares; 2025Q2: 2,555 shares; 2025Q3: 2,625 shares; 2025Q4: 2,836 shares; 2026Q1: 2,807 shares 2,807 $784K 0.05% -29 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,724 shares; 2025Q1: not reported; 2025Q2: 14,042 shares; 2025Q3: 23,765 shares; 2025Q4: 49,571 shares; 2026Q1: 10,186 shares 10,186 $777K 0.05% -39,385 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,735 shares; 2025Q2: 190,904 shares; 2025Q3: 153,310 shares; 2025Q4: 55,711 shares; 2026Q1: 54,240 shares 54,240 $764K 0.05% -1,471 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,400 shares; 2025Q1: 75,105 shares; 2025Q2: 82,573 shares; 2025Q3: 65,419 shares; 2025Q4: 22,370 shares; 2026Q1: 15,818 shares 15,818 $738K 0.05% -6,552 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,601 shares; 2025Q1: not reported; 2025Q2: 19,596 shares; 2025Q3: 18,991 shares; 2025Q4: 8,672 shares; 2026Q1: 8,648 shares 8,648 $737K 0.05% -24 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: 19,880 shares; 2025Q1: 19,160 shares; 2025Q2: 16,687 shares; 2025Q3: 16,197 shares; 2025Q4: 15,947 shares; 2026Q1: 15,637 shares 15,637 $735K 0.05% -310 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,518 shares; 2025Q1: not reported; 2025Q2: 26,224 shares; 2025Q3: 26,061 shares; 2025Q4: 17,324 shares; 2026Q1: 11,017 shares 11,017 $732K 0.05% -6,307 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: not reported; 2024Q4: 39,673 shares; 2025Q1: not reported; 2025Q2: 27,416 shares; 2025Q3: 16,168 shares; 2025Q4: 12,320 shares; 2026Q1: 9,934 shares 9,934 $732K 0.05% -2,386 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,862 shares; 2025Q1: 25,704 shares; 2025Q2: 15,831 shares; 2025Q3: 13,649 shares; 2025Q4: 10,462 shares; 2026Q1: 6,030 shares 6,030 $730K 0.05% -4,432 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: 8,755 shares; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 2,498 shares; 2025Q4: 2,455 shares; 2026Q1: 2,118 shares 2,118 $725K 0.05% -337 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,807 shares; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,902 shares; 2025Q4: 8,152 shares; 2026Q1: 8,152 shares 8,152 $719K 0.05% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,956 shares; 2025Q1: not reported; 2025Q2: 59,689 shares; 2025Q3: 54,057 shares; 2025Q4: 36,749 shares; 2026Q1: 23,306 shares 23,306 $715K 0.05% -13,443 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,886 shares; 2025Q1: 31,905 shares; 2025Q2: 17,511 shares; 2025Q3: 14,860 shares; 2025Q4: 11,757 shares; 2026Q1: 6,246 shares 6,246 $712K 0.05% -5,511 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: 10,174 shares; 2025Q1: 8,321 shares; 2025Q2: 6,610 shares; 2025Q3: 6,332 shares; 2025Q4: 4,428 shares; 2026Q1: 3,853 shares 3,853 $703K 0.05% -575 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: not reported; 2024Q4: 49,637 shares; 2025Q1: not reported; 2025Q2: 13,124 shares; 2025Q3: 10,726 shares; 2025Q4: 10,291 shares; 2026Q1: 8,758 shares 8,758 $697K 0.05% -1,533 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: 16,354 shares; 2025Q1: not reported; 2025Q2: 15,231 shares; 2025Q3: 11,128 shares; 2025Q4: 10,923 shares; 2026Q1: 11,306 shares 11,306 $692K 0.05% +383 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: not reported; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 3,296 shares; 2025Q3: 2,090 shares; 2025Q4: 2,070 shares; 2026Q1: 2,044 shares 2,044 $691K 0.05% -26 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,659 shares; 2025Q1: 12,241 shares; 2025Q2: 7,434 shares; 2025Q3: 5,342 shares; 2025Q4: 5,087 shares; 2026Q1: 4,049 shares 4,049 $690K 0.05% -1,038 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,000 shares; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 5,367 shares; 2025Q4: 5,091 shares; 2026Q1: 3,351 shares 3,351 $683K 0.04% -1,740 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,346 shares; 2025Q1: 5,981 shares; 2025Q2: 4,041 shares; 2025Q3: 4,039 shares; 2025Q4: 5,397 shares; 2026Q1: 5,213 shares 5,213 $683K 0.04% -184 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,519 shares; 2025Q1: 140,247 shares; 2025Q2: 63,817 shares; 2025Q3: 40,921 shares; 2025Q4: 38,129 shares; 2026Q1: 27,093 shares 27,093 $681K 0.04% -11,036 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,249 shares; 2025Q1: not reported; 2025Q2: 18,443 shares; 2025Q3: 14,358 shares; 2025Q4: 16,194 shares; 2026Q1: 16,207 shares 16,207 $675K 0.04% +13 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,152 shares; 2025Q1: not reported; 2025Q2: 7,886 shares; 2025Q3: 7,954 shares; 2025Q4: 7,683 shares; 2026Q1: 7,328 shares 7,328 $667K 0.04% -355 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,362 shares; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 1,321 shares; 2025Q4: 1,242 shares; 2026Q1: 1,235 shares 1,235 $665K 0.04% -7 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: not reported; 2024Q4: 13,209 shares; 2025Q1: 5,783 shares; 2025Q2: 3,005 shares; 2025Q3: 2,410 shares; 2025Q4: 1,998 shares; 2026Q1: 1,335 shares 1,335 $662K 0.04% -663 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: not reported; 2024Q4: 16,333 shares; 2025Q1: not reported; 2025Q2: 4,902 shares; 2025Q3: 4,454 shares; 2025Q4: 4,258 shares; 2026Q1: 3,987 shares 3,987 $656K 0.04% -271 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,576 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,163 shares; 2025Q4: 3,978 shares; 2026Q1: 4,154 shares 4,154 $646K 0.04% +176 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: 8,881 shares; 2025Q1: 9,419 shares; 2025Q2: 4,253 shares; 2025Q3: 4,446 shares; 2025Q4: 13,188 shares; 2026Q1: 4,921 shares 4,921 $645K 0.04% -8,267 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,422 shares; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: 4,136 shares; 2025Q4: 3,307 shares; 2026Q1: 3,300 shares 3,300 $640K 0.04% -7 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,330 shares; 2025Q1: 7,933 shares; 2025Q2: 6,685 shares; 2025Q3: 7,375 shares; 2025Q4: 7,889 shares; 2026Q1: 8,975 shares 8,975 $639K 0.04% +1,086 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,421 shares; 2025Q1: 2,431 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,299 shares; 2026Q1: 2,278 shares 2,278 $638K 0.04% -21 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,602 shares; 2025Q1: 40,062 shares; 2025Q2: 23,772 shares; 2025Q3: 19,255 shares; 2025Q4: 14,347 shares; 2026Q1: 9,902 shares 9,902 $636K 0.04% -4,445 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,687 shares; 2025Q1: not reported; 2025Q2: 2,759 shares; 2025Q3: 2,674 shares; 2025Q4: 2,594 shares; 2026Q1: 2,328 shares 2,328 $619K 0.04% -266 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: 3,342 shares; 2025Q1: 2,093 shares; 2025Q2: 1,471 shares; 2025Q3: 1,461 shares; 2025Q4: 1,473 shares; 2026Q1: 1,303 shares 1,303 $617K 0.04% -170 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,423 shares; 2025Q1: 31,333 shares; 2025Q2: 22,343 shares; 2025Q3: 18,010 shares; 2025Q4: 12,585 shares; 2026Q1: 5,595 shares 5,595 $610K 0.04% -6,990 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: not reported; 2024Q4: 18,132 shares; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 3,215 shares; 2025Q4: 2,142 shares; 2026Q1: 2,109 shares 2,109 $606K 0.04% -33 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: 6,983 shares; 2025Q3: 5,909 shares; 2025Q4: 6,222 shares; 2026Q1: 6,093 shares 6,093 $595K 0.04% -129 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,741 shares; 2025Q1: not reported; 2025Q2: 20,309 shares; 2025Q3: 20,311 shares; 2025Q4: 20,314 shares; 2026Q1: 20,316 shares 20,316 $592K 0.04% +2 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: 8,821 shares; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 3,347 shares; 2025Q4: 3,183 shares; 2026Q1: 2,798 shares 2,798 $582K 0.04% -385 Timeline TFLO 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: 123,099 shares; 2025Q1: 98,715 shares; 2025Q2: 32,667 shares; 2025Q3: 20,402 shares; 2025Q4: 15,152 shares; 2026Q1: 11,379 shares 11,379 $576K 0.04% -3,773 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: 1,769 shares; 2025Q1: 1,515 shares; 2025Q2: 18,090 shares; 2025Q3: 17,601 shares; 2025Q4: 17,403 shares; 2026Q1: 6,222 shares 6,222 $574K 0.04% -11,181 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: not reported; 2024Q4: 73,045 shares; 2025Q1: 25,270 shares; 2025Q2: 19,444 shares; 2025Q3: 16,232 shares; 2025Q4: 9,854 shares; 2026Q1: 7,885 shares 7,885 $571K 0.04% -1,969 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,688 shares; 2025Q1: 2,706 shares; 2025Q2: 1,457 shares; 2025Q3: 1,352 shares; 2025Q4: 1,374 shares; 2026Q1: 1,371 shares 1,371 $571K 0.04% -3 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: 11,217 shares; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 5,883 shares; 2025Q4: 5,733 shares; 2026Q1: 5,269 shares 5,269 $570K 0.04% -464 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: not reported; 2024Q4: 1,263 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 415 shares; 2025Q4: 406 shares; 2026Q1: 385 shares 385 $566K 0.04% -21 Timeline FEZ 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: 8,100 shares; 2025Q1: 6,950 shares; 2025Q2: 7,345 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares; 2026Q1: 9,042 shares 9,042 $561K 0.04% +2,333 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: 2,819 shares 2,819 $556K 0.04% new 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: 7,822 shares; 2025Q1: not reported; 2025Q2: 4,493 shares; 2025Q3: 4,150 shares; 2025Q4: 4,123 shares; 2026Q1: 4,042 shares 4,042 $547K 0.04% -81 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: 12,164 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 2,633 shares; 2025Q4: 2,505 shares; 2026Q1: 1,253 shares 1,253 $542K 0.04% -1,252 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 12,291 shares; 2025Q2: 6,775 shares; 2025Q3: 5,564 shares; 2025Q4: 4,014 shares; 2026Q1: 2,661 shares 2,661 $538K 0.04% -1,353 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,822 shares; 2025Q1: not reported; 2025Q2: 11,472 shares; 2025Q3: 14,200 shares; 2025Q4: 11,504 shares; 2026Q1: 11,245 shares 11,245 $522K 0.03% -259 Timeline IDEV 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: 6,142 shares 6,142 $513K 0.03% new 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: 22,687 shares; 2025Q1: 18,269 shares; 2025Q2: 16,629 shares; 2025Q3: 13,750 shares; 2025Q4: 12,735 shares; 2026Q1: 11,095 shares 11,095 $510K 0.03% -1,640 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: 6,521 shares; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 4,566 shares; 2025Q4: 5,223 shares; 2026Q1: 5,368 shares 5,368 $494K 0.03% +145 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: not reported; 2024Q4: 8,931 shares; 2025Q1: 7,418 shares; 2025Q2: 4,625 shares; 2025Q3: 3,510 shares; 2025Q4: 3,410 shares; 2026Q1: 3,196 shares 3,196 $488K 0.03% -214 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: 9,813 shares; 2025Q1: 6,693 shares; 2025Q2: 3,858 shares; 2025Q3: 3,710 shares; 2025Q4: 2,805 shares; 2026Q1: 2,789 shares 2,789 $481K 0.03% -16 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,453 shares; 2025Q1: not reported; 2025Q2: 2,761 shares; 2025Q3: 2,645 shares; 2025Q4: 2,487 shares; 2026Q1: 2,589 shares 2,589 $472K 0.03% +102 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,112 shares; 2025Q1: not reported; 2025Q2: 9,418 shares; 2025Q3: 7,365 shares; 2025Q4: 5,078 shares; 2026Q1: 3,983 shares 3,983 $469K 0.03% -1,095 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,951 shares; 2025Q1: not reported; 2025Q2: 1,788 shares; 2025Q3: 1,839 shares; 2025Q4: 1,895 shares; 2026Q1: 1,776 shares 1,776 $462K 0.03% -119 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,747 shares; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 2,899 shares; 2025Q4: 2,871 shares; 2026Q1: 2,684 shares 2,684 $454K 0.03% -187 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,354 shares; 2025Q1: 5,428 shares; 2025Q2: not reported; 2025Q3: 23,716 shares; 2025Q4: 23,120 shares; 2026Q1: 17,583 shares 17,583 $442K 0.03% -5,537 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: 1,265 shares; 2025Q1: 956 shares; 2025Q2: 448 shares; 2025Q3: 331 shares; 2025Q4: 327 shares; 2026Q1: 332 shares 332 $439K 0.03% +5 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: not reported; 2024Q4: 6,973 shares; 2025Q1: 5,550 shares; 2025Q2: 4,306 shares; 2025Q3: 4,102 shares; 2025Q4: 4,123 shares; 2026Q1: 3,997 shares 3,997 $439K 0.03% -126 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: 21,923 shares; 2025Q1: not reported; 2025Q2: 7,962 shares; 2025Q3: 6,689 shares; 2025Q4: 6,021 shares; 2026Q1: 5,959 shares 5,959 $434K 0.03% -62 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: 11,968 shares; 2025Q1: not reported; 2025Q2: 6,276 shares; 2025Q3: 4,626 shares; 2025Q4: 4,397 shares; 2026Q1: 4,643 shares 4,643 $432K 0.03% +246 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,213 shares; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 3,448 shares; 2025Q4: 2,365 shares; 2026Q1: 2,346 shares 2,346 $423K 0.03% -19 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: not reported; 2024Q4: 21,787 shares; 2025Q1: 22,699 shares; 2025Q2: 7,091 shares; 2025Q3: 6,740 shares; 2025Q4: 6,206 shares; 2026Q1: 5,823 shares 5,823 $419K 0.03% -383 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: 10,988 shares; 2024Q4: 83,981 shares; 2025Q1: not reported; 2025Q2: 33,741 shares; 2025Q3: 17,348 shares; 2025Q4: 10,614 shares; 2026Q1: 4,057 shares 4,057 $409K 0.03% -6,557 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,881 shares; 2025Q1: 4,791 shares; 2025Q2: 2,749 shares; 2025Q3: 2,388 shares; 2025Q4: 1,745 shares; 2026Q1: 1,421 shares 1,421 $401K 0.03% -324 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 65,622 shares; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 8,118 shares; 2025Q4: 5,737 shares; 2026Q1: 4,414 shares 4,414 $392K 0.03% -1,323 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,922 shares; 2025Q1: 3,981 shares; 2025Q2: 2,736 shares; 2025Q3: 2,665 shares; 2025Q4: 2,437 shares; 2026Q1: 2,382 shares 2,382 $391K 0.03% -55 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: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $389K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,182 shares; 2025Q4: 1,175 shares; 2026Q1: 1,083 shares 1,083 $388K 0.03% -92 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,482 shares; 2025Q1: 17,237 shares; 2025Q2: 10,842 shares; 2025Q3: 10,737 shares; 2025Q4: 7,528 shares; 2026Q1: 7,232 shares 7,232 $387K 0.03% -296 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: 11,593 shares; 2025Q1: 8,844 shares; 2025Q2: 3,275 shares; 2025Q3: 3,354 shares; 2025Q4: 2,023 shares; 2026Q1: 1,929 shares 1,929 $384K 0.03% -94 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: 2,908 shares; 2025Q1: 1,934 shares; 2025Q2: 1,463 shares; 2025Q3: 1,455 shares; 2025Q4: 1,435 shares; 2026Q1: 1,941 shares 1,941 $382K 0.03% +506 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,049 shares; 2025Q1: not reported; 2025Q2: 32,316 shares; 2025Q3: 24,686 shares; 2025Q4: 11,559 shares; 2026Q1: 7,196 shares 7,196 $380K 0.03% -4,363 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,180 shares; 2025Q4: 2,140 shares; 2026Q1: 2,027 shares 2,027 $378K 0.02% -113 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: 50,013 shares; 2025Q1: 40,777 shares; 2025Q2: 12,930 shares; 2025Q3: 12,503 shares; 2025Q4: 10,321 shares; 2026Q1: 5,073 shares 5,073 $378K 0.02% -5,248 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,686 shares; 2025Q1: not reported; 2025Q2: 846 shares; 2025Q3: 584 shares; 2025Q4: 545 shares; 2026Q1: 551 shares 551 $375K 0.02% +6 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,018 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 1,754 shares 1,754 $375K 0.02% -550 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,010 shares 4,010 $372K 0.02% new 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: not reported; 2024Q4: 4,628 shares; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 2,845 shares; 2025Q4: 2,843 shares; 2026Q1: 1,892 shares 1,892 $371K 0.02% -951 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,592 shares; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 4,176 shares; 2025Q4: 4,176 shares; 2026Q1: 3,048 shares 3,048 $369K 0.02% -1,128 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: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,026 shares 1,026 $365K 0.02% -24 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: 7,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 3,109 shares; 2026Q1: 2,676 shares 2,676 $364K 0.02% -433 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,108 shares; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 3,227 shares; 2025Q4: 2,257 shares; 2026Q1: 2,283 shares 2,283 $361K 0.02% +26 Timeline TOLZ 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: 10,426 shares; 2024Q4: 55,687 shares; 2025Q1: 32,306 shares; 2025Q2: 15,944 shares; 2025Q3: 7,740 shares; 2025Q4: 6,655 shares; 2026Q1: 6,018 shares 6,018 $361K 0.02% -637 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,501 shares; 2025Q1: not reported; 2025Q2: 4,339 shares; 2025Q3: 4,233 shares; 2025Q4: 3,399 shares; 2026Q1: 2,853 shares 2,853 $361K 0.02% -546 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,788 shares; 2025Q1: 2,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,864 shares; 2026Q1: 4,939 shares 4,939 $361K 0.02% +75 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,080 shares; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: 2,823 shares; 2025Q4: 1,751 shares; 2026Q1: 1,215 shares 1,215 $354K 0.02% -536 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,311 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,699 shares 3,699 $353K 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,981 shares; 2026Q1: 4,608 shares 4,608 $351K 0.02% -1,373 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 462 shares; 2025Q4: 465 shares; 2026Q1: 391 shares 391 $350K 0.02% -74 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: 7,412 shares; 2025Q1: 5,374 shares; 2025Q2: 4,338 shares; 2025Q3: 4,113 shares; 2025Q4: 2,415 shares; 2026Q1: 2,385 shares 2,385 $350K 0.02% -30 Timeline ICSH 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: 87,892 shares; 2025Q1: 82,501 shares; 2025Q2: 59,466 shares; 2025Q3: 39,195 shares; 2025Q4: 13,758 shares; 2026Q1: 6,755 shares 6,755 $342K 0.02% -7,003 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: 3,229 shares; 2025Q1: 3,498 shares; 2025Q2: 2,067 shares; 2025Q3: 2,114 shares; 2025Q4: 1,862 shares; 2026Q1: 1,724 shares 1,724 $341K 0.02% -138 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: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 797 shares; 2025Q4: 788 shares; 2026Q1: 775 shares 775 $336K 0.02% -13 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: not reported; 2024Q4: 2,659 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,196 shares; 2025Q4: 1,183 shares; 2026Q1: 1,144 shares 1,144 $328K 0.02% -39 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 397 shares; 2026Q1: 444 shares 444 $328K 0.02% +47 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: 3,751 shares; 2025Q1: 3,261 shares; 2025Q2: 1,355 shares; 2025Q3: 1,281 shares; 2025Q4: 1,274 shares; 2026Q1: 1,119 shares 1,119 $326K 0.02% -155 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,584 shares; 2025Q1: 2,571 shares; 2025Q2: 991 shares; 2025Q3: 886 shares; 2025Q4: 827 shares; 2026Q1: 738 shares 738 $314K 0.02% -89 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,386 shares; 2025Q1: 4,285 shares; 2025Q2: 3,938 shares; 2025Q3: 3,911 shares; 2025Q4: 3,875 shares; 2026Q1: 3,865 shares 3,865 $310K 0.02% -10 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: 9,620 shares; 2025Q1: not reported; 2025Q2: 6,086 shares; 2025Q3: 5,889 shares; 2025Q4: 5,107 shares; 2026Q1: 5,106 shares 5,106 $306K 0.02% -1 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: 6,180 shares; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 2,574 shares; 2025Q4: 2,456 shares; 2026Q1: 2,322 shares 2,322 $304K 0.02% -134 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,802 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,390 shares 1,390 $302K 0.02% -110 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,508 shares; 2025Q4: 1,013 shares; 2026Q1: 793 shares 793 $301K 0.02% -220 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: 7,283 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,966 shares; 2025Q4: 2,056 shares; 2026Q1: 2,030 shares 2,030 $297K 0.02% -26 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: not reported; 2024Q4: 4,803 shares; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,535 shares; 2025Q4: 1,415 shares; 2026Q1: 1,379 shares 1,379 $290K 0.02% -36 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,878 shares; 2025Q1: 9,880 shares; 2025Q2: 8,222 shares; 2025Q3: 2,729 shares; 2025Q4: 2,785 shares; 2026Q1: 2,822 shares 2,822 $288K 0.02% +37 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: not reported; 2024Q4: 14,152 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: 4,794 shares; 2025Q4: 4,061 shares; 2026Q1: 3,570 shares 3,570 $284K 0.02% -491 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,298 shares; 2025Q1: 27,051 shares; 2025Q2: 13,212 shares; 2025Q3: 14,502 shares; 2025Q4: 13,064 shares; 2026Q1: 14,624 shares 14,624 $281K 0.02% +1,560 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,202 shares 10,202 $280K 0.02% new 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: not reported; 2024Q4: 36,275 shares; 2025Q1: not reported; 2025Q2: 26,248 shares; 2025Q3: 26,436 shares; 2025Q4: 23,545 shares; 2026Q1: 24,276 shares 24,276 $280K 0.02% +731 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 6,277 shares; 2025Q2: 5,068 shares; 2025Q3: 4,800 shares; 2025Q4: 3,131 shares; 2026Q1: 3,075 shares 3,075 $278K 0.02% -56 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,789 shares; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,801 shares; 2025Q4: 3,931 shares; 2026Q1: 3,934 shares 3,934 $277K 0.02% +3 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: not reported; 2024Q4: 4,582 shares; 2025Q1: not reported; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares; 2026Q1: 3,486 shares 3,486 $273K 0.02% -836 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 14,615 shares; 2025Q2: 3,791 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares 2,483 $272K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,420 shares; 2025Q1: 77,675 shares; 2025Q2: 43,140 shares; 2025Q3: 25,629 shares; 2025Q4: 11,903 shares; 2026Q1: 5,371 shares 5,371 $272K 0.02% -6,532 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: not reported; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 851 shares; 2025Q4: 821 shares; 2026Q1: 787 shares 787 $270K 0.02% -34 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares 1,245 $270K 0.02% +1 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,324 shares; 2025Q1: 2,408 shares; 2025Q2: 1,709 shares; 2025Q3: 1,156 shares; 2025Q4: 1,110 shares; 2026Q1: 1,166 shares 1,166 $269K 0.02% +56 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares 3,762 $264K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,432 shares; 2025Q4: 42,192 shares; 2026Q1: 8,179 shares 8,179 $262K 0.02% -34,013 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,837 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,568 shares 1,568 $260K 0.02% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares 2,962 $256K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 3,287 shares; 2025Q4: 3,122 shares; 2026Q1: 3,107 shares 3,107 $252K 0.02% -15 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,083 shares; 2025Q2: 708 shares; 2025Q3: 550 shares; 2025Q4: 2,525 shares; 2026Q1: 2,340 shares 2,340 $245K 0.02% -185 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,470 shares; 2025Q1: 10,210 shares; 2025Q2: 4,441 shares; 2025Q3: 4,369 shares; 2025Q4: 6,476 shares; 2026Q1: 5,320 shares 5,320 $244K 0.02% -1,156 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,789 shares; 2026Q1: 2,994 shares 2,994 $237K 0.02% +205 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,373 shares; 2025Q1: 19,324 shares; 2025Q2: not reported; 2025Q3: 5,139 shares; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares 5,104 $237K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,776 shares; 2025Q1: 20,693 shares; 2025Q2: 2,931 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,816 shares 2,816 $236K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,747 shares; 2025Q1: 5,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005 $235K 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: 5,683 shares; 2025Q1: 6,086 shares; 2025Q2: 4,669 shares; 2025Q3: 5,090 shares; 2025Q4: 3,653 shares; 2026Q1: 3,769 shares 3,769 $233K 0.02% +116 Timeline EWU 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: 82,470 shares; 2025Q1: 4,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 5,071 shares 5,071 $231K 0.02% +471 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: not reported; 2024Q4: 12,662 shares; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 4,094 shares; 2025Q4: 3,793 shares; 2026Q1: 3,235 shares 3,235 $231K 0.02% -558 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: 1,023 shares; 2025Q1: 926 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares 419 $230K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,733 shares; 2025Q1: 11,080 shares; 2025Q2: 7,283 shares; 2025Q3: 5,255 shares; 2025Q4: 3,606 shares; 2026Q1: 1,757 shares 1,757 $228K 0.02% -1,849 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 3,345 shares; 2025Q4: 3,347 shares; 2026Q1: 3,349 shares 3,349 $228K 0.02% +2 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 696 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $228K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,901 shares; 2026Q1: 4,309 shares 4,309 $228K 0.02% -7,592 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,241 shares; 2025Q1: 5,267 shares; 2025Q2: 4,242 shares; 2025Q3: 4,064 shares; 2025Q4: 3,599 shares; 2026Q1: 3,478 shares 3,478 $228K 0.01% -121 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: 6,521 shares; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares 2,944 $227K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,664 shares; 2025Q1: 20,167 shares; 2025Q2: 14,979 shares; 2025Q3: 15,094 shares; 2025Q4: 14,550 shares; 2026Q1: 13,811 shares 13,811 $227K 0.01% -739 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,913 shares; 2025Q1: not reported; 2025Q2: 4,256 shares; 2025Q3: not reported; 2025Q4: 2,668 shares; 2026Q1: 2,746 shares 2,746 $227K 0.01% +78 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,616 shares; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,836 shares; 2025Q4: 1,796 shares; 2026Q1: 1,623 shares 1,623 $225K 0.01% -173 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: 6,778 shares; 2025Q1: 2,611 shares; 2025Q2: 3,405 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $224K 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: 16,108 shares; 2025Q1: not reported; 2025Q2: 6,172 shares; 2025Q3: 4,291 shares; 2025Q4: 4,279 shares; 2026Q1: 2,972 shares 2,972 $223K 0.01% -1,307 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,143 shares; 2025Q4: 1,071 shares; 2026Q1: 507 shares 507 $221K 0.01% -564 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,185 shares; 2025Q1: not reported; 2025Q2: 7,388 shares; 2025Q3: 7,145 shares; 2025Q4: 4,349 shares; 2026Q1: 3,521 shares 3,521 $221K 0.01% -828 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,841 shares; 2025Q1: not reported; 2025Q2: 11,382 shares; 2025Q3: 8,303 shares; 2025Q4: 7,544 shares; 2026Q1: 6,591 shares 6,591 $219K 0.01% -953 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: 2,235 shares; 2025Q1: 2,692 shares; 2025Q2: not reported; 2025Q3: 2,151 shares; 2025Q4: 2,073 shares; 2026Q1: 1,862 shares 1,862 $215K 0.01% -211 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,934 shares; 2025Q1: 3,311 shares; 2025Q2: 644 shares; 2025Q3: 641 shares; 2025Q4: 583 shares; 2026Q1: 549 shares 549 $214K 0.01% -34 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,173 shares; 2025Q1: 13,152 shares; 2025Q2: 14,521 shares; 2025Q3: 11,059 shares; 2025Q4: 2,313 shares; 2026Q1: 1,940 shares 1,940 $213K 0.01% -373 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,447 shares 2,447 $213K 0.01% new 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: not reported; 2024Q4: 1,633 shares; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,033 shares 1,033 $213K 0.01% -400 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: 2,647 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,108 shares; 2025Q4: 1,004 shares; 2026Q1: 922 shares 922 $212K 0.01% -82 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: not reported; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: 642 shares 642 $210K 0.01% -15 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: 23,619 shares; 2025Q1: not reported; 2025Q2: 12,621 shares; 2025Q3: 9,961 shares; 2025Q4: 9,961 shares; 2026Q1: 7,743 shares 7,743 $206K 0.01% -2,218 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,028 shares; 2025Q1: 13,167 shares; 2025Q2: 10,748 shares; 2025Q3: 12,177 shares; 2025Q4: 13,043 shares; 2026Q1: 15,235 shares 15,235 $206K 0.01% +2,192 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,216 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,969 shares 2,969 $205K 0.01% new 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: 7,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,873 shares 3,873 $201K 0.01% new 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: 5,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares 742 $201K 0.01% new 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: 4,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares 1,419 $200K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,154 shares; 2025Q1: 54,229 shares; 2025Q2: 21,312 shares; 2025Q3: 13,839 shares; 2025Q4: 14,167 shares; 2026Q1: 13,922 shares 13,922 $157K 0.01% -245 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,438 shares 23,438 $136K 0.01% new Timeline UDMY UDEMY INC More: the full row for UDEMY 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: 19,531 shares 19,531 $90.2K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,372 shares; 2025Q1: 27,010 shares; 2025Q2: 14,561 shares; 2025Q3: 10,749 shares; 2025Q4: 10,545 shares; 2026Q1: 10,183 shares 10,183 $80.9K 0.01% -362 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,165 shares; 2025Q1: not reported; 2025Q2: 23,801 shares; 2025Q3: 13,167 shares; 2025Q4: 13,333 shares; 2026Q1: 13,198 shares 13,198 $66.4K <0.01% -135 Timeline